HGBL Institutional Ownership
Who owns Heritage Global Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 36 funds reported holding HGBL at Jun 30, 2026, together owning 34.1% of the company.
- ●13 buying vs 14 selling
- ▼Held by funds -5.5 pts
- ▼Funds holding -2
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 36 | 38 | −5.3% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 11.8M | 13.7M | −13.9% |
| Held by funds | 34.1% | 39.7% | −5.5 pts |
| New positions | 3 | 2 | +50.0% |
| Increased | 10 | 6 | +66.7% |
| Reduced | 9 | 13 | −30.8% |
| Sold out | 5 | 7 | −28.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in HGBL
All superinvestors →
Who owns HGBL
share of fund held shares- Index and passive funds20.7%
- Active managers and hedge funds78.4%
- Banks and brokers0.9%
- Pensions, insurers and other0.0%
The top 10 holders own 92.0% of all HGBL shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
6 funds changed their position- Wealth Enhancement Advisory Services, LLCSold out−26K sh
- TD Waterhouse Canada Inc.Added+17K sh
- Ridgewood Investments LLCTrimmed−15K sh
- Evergreen Capital Management LLCSold out−12K sh
- Farther Finance Advisors, LLCNew+14 sh
🔒 Free account: see all 6.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Mink Brook Asset Management LLC | 6.56% | 2.3M | $2.8M | +35K |
| 2 | Punch & Associates Investment Management, Inc. | 5.84% | 2M | $2.4M | −223K |
| 3 | Topline Capital Management, LLC | 5.15% | 1.8M | $2.2M | 0 |
| 4 | Vanguard Capital Management LLC | 4.02% | 1.4M | $1.7M | −264K |
| 5 | Truffle Hound Capital, LLC | 3.18% | 1.1M | $1.3M | 0 |
| 6 | Koshinski Asset Management, Inc. | 2.65% | 917K | $1.1M | 0 |
| 7 | Militia Capital Management LLC | 1.63% | 564K | $682K | −1.1M |
| 8 | Geode Capital Management, LLC | 1.04% | 359K | $435K | +17K |
| 9 | Renaissance Technologies LLC | 0.72% | 250K | $302K | +5,300 |
| 10 | Ridgewood Investments LLC | 0.64% | 222K | $269K | −15K |
- Citadel Advisors LLC+38K sh+$46K
- Mink Brook Asset Management LLC+35K sh+$42K
- Jane Street Group, LLC+24K sh+$29K
- BlackRock, Inc.+21K sh+$26K
- Geode Capital Management, LLC+17K sh+$21K
- Northern Trust Corp+14K sh+$17K
- Renaissance Technologies LLC+5,300 sh+$6K
- Tower Research Capital LLC (TRC)+1,769 sh+$2K
- Militia Capital Management LLC−1.1M sh−$1.4M
- Vanguard Capital Management LLC−264K sh−$319K
- Evernest Financial Advisors, LLC−194K sh−$274K
- Punch & Associates Investment Management, Inc.−223K sh−$269K
- Rothschild Wealth LLC−81K sh−$111K
- Man Group plc−80K sh−$108K
- Susquehanna International Group, LLP−47K sh−$63K
- Dimensional Fund Advisors LP−25K sh−$31K
HGBL institutional ownership FAQ
Who owns the most HGBL stock?
In Q2 2026 13F filings the largest holder of HGBL was Mink Brook Asset Management LLC, followed by Punch & Associates Investment Management, Inc. and Topline Capital Management, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of HGBL is owned by institutions?
Funds that file 13F reports held 34.1% of HGBL's shares at Jun 30, 2026, compared with 39.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying HGBL?
In Q2 2026, 13 funds bought HGBL (3 of them new positions) and 14 sold (5 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for HGBL is neutral.
What is HGBL's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this HGBL ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.