Heritage Global Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 2.24 M | $3.05 M | -5.89% | 6.44% |
| MINK BROOK ASSET MANAGEMENT LLC | 04/01/2026 | 2.24 M | $3.04 M | 10.32% | 6.43% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.79 M | $2.43 M | -3.54% | 5.13% |
| 05/15/2026 | 1.66 M | $2.25 M | 100.00% | 4.76% | |
| TRUFFLE HOUND CAPITAL, LLC | 05/07/2026 | 1.10 M | $1.50 M | 0.00% | 3.16% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 917.30 K | $1.25 M | 0.00% | 2.63% |
| 06/12/2026 | 563.87 K | $766.87 K | 100.00% | 1.62% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 342.13 K | $465.42 K | -5.01% | 0.98% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 244.32 K | $332.27 K | -35.28% | 0.70% |
| RIDGEWOOD INVESTMENTS LLC | 04/03/2026 | 237.17 K | $322.54 K | 100.00% | 0.68% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 204.54 K | $278.14 K | -2.42% | 0.59% |
| EVERNEST FINANCIAL ADVISORS, LLC | 05/04/2026 | 194.00 K | $273.54 K | 100.00% | 0.56% |
| VANGUARD FIDUCIARY TRUST CO | 05/15/2026 | 166.05 K | $225.83 K | 100.00% | 0.48% |
| BLACKROCK, INC. | 05/13/2026 | 147.04 K | $199.97 K | 5.06% | 0.42% |
| STATE STREET CORP | 05/15/2026 | 116.57 K | $158.53 K | 0.00% | 0.33% |
| SENTINUS, LLC | 05/06/2026 | 81.37 K | $110.66 K | -77.45% | 0.23% |
| MAN GROUP PLC | 05/15/2026 | 79.69 K | $108.38 K | 34.41% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 46.53 K | $63.29 K | -48.77% | 0.13% |
| NORTHERN TRUST CORP | 05/14/2026 | 36.87 K | $50.14 K | 0.00% | 0.11% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 35.22 K | $47.90 K | -29.49% | 0.10% |
| NORTHROCK PARTNERS, LLC | 05/15/2026 | 34.14 K | $46.43 K | 0.00% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 25.76 K | $35.55 K | 0.00% | 0.07% |
| JANE STREET GROUP, LLC | 05/12/2026 | 19.01 K | $25.85 K | -35.89% | 0.05% |
| MORGAN STANLEY | 05/15/2026 | 18.67 K | $25.39 K | 0.00% | 0.05% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 16.69 K | $22.00 K | -46.95% | 0.05% |
| XTX TOPCO LTD | 05/15/2026 | 13.93 K | $18.95 K | -43.51% | 0.04% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 05/14/2026 | 11.88 K | $16.16 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/15/2026 | 10.77 K | $14.65 K | 100.00% | 0.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 5.78 K | $8.00 K | 0.00% | 0.02% |
| CITIGROUP INC | 05/11/2026 | 4.16 K | $5.65 K | -58.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 4.00 K | $5.44 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 3.66 K | $4.98 K | 3.92% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 2.88 K | $3.91 K | 76.27% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.24 K | $3.05 K | -18.40% | 0.01% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 698 | $938 | 2.95% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 05/15/2026 | 100 | $135 | 0.00% | 0.00% |
| ARCHER INVESTMENT CORP | 05/04/2026 | 25 | $34 | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 9 | $12 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| WYNNEFIELD CAPITAL INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| HERON BAY CAPITAL MANAGEMENT | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Heritage Global Inc institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of Heritage Global Inc. The most heavily invested institutionals were:
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 2.24 M
Mink Brook Asset Management LLC: 2.24 M
Topline Capital Management, LLC: 1.79 M
Truffle Hound Capital, LLC: 1.1 M
Koshinski Asset Management, Inc.: 917,304
GEODE CAPITAL MANAGEMENT, LLC: 342,134
36.21% of Heritage Global Inc stock is owned by institutional investors.
Institutional investors have bought a total of 13.79 M shares in the last 24 months. This purchase volume represents approximately $17.52 M in transactions.