HGBL Heritage Global Inc.
Heritage Global Inc. (HGBL) Institutional Ownership
What the institutions did with HGBL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Mink Brook Asset Management LLC | 2.3M | 19.2% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.0M | 17.1% |
| Topline Capital Management, LLC | 1.8M | 15.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | 11.8% |
| Truffle Hound Capital, LLC | 1.1M | 9.3% |
| Koshinski Asset Management, Inc. | 917.3K | 7.8% |
| Militia Capital Management LLC | 563.9K | 4.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 359.3K | 3.0% |
| RENAISSANCE TECHNOLOGIES LLC | 249.6K | 2.1% |
| Ridgewood Investments LLC | 222.2K | 1.9% |
| DIMENSIONAL FUND ADVISORS LP | 179.2K | 1.5% |
| BlackRock, Inc. | 168.4K | 1.4% |
| VANGUARD FIDUCIARY TRUST CO | 167.3K | 1.4% |
| STATE STREET CORP | 116.6K | 1.0% |
| NORTHERN TRUST CORP | 51.2K | 0.4% |
| JANE STREET GROUP, LLC | 43.0K | 0.4% |
| CITADEL ADVISORS LLC | 38.3K | 0.3% |
| GOLDMAN SACHS GROUP INC | 34.8K | 0.3% |
| NorthRock Partners, LLC | 34.1K | 0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25.8K | 0.2% |
| MORGAN STANLEY | 18.7K | 0.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 11.9K | 0.1% |
| ACADIAN ASSET MANAGEMENT LLC | 11.5K | 0.1% |
| Vanguard Global Advisers, LLC | 10.8K | 0.1% |
| XTX Topco Ltd | 10.0K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Militia Capital Management LLC | Reduced | 1.7M | 563.9K | -1.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 1.7M | 1.4M | -263.9K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | 2.2M | 2.0M | -222.7K |
| Evernest Financial Advisors, LLC | Sold Out | 194.0K | 0 | -194.0K |
| Rothschild Wealth LLC | Sold Out | 81.4K | 0 | -81.4K |
| Man Group plc | Sold Out | 79.7K | 0 | -79.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 46.5K | 0 | -46.5K |
| CITADEL ADVISORS LLC | New | 0 | 38.3K | +38.3K |
| Mink Brook Asset Management LLC | Increased | 2.2M | 2.3M | +34.8K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 204.5K | 179.2K | -25.3K |
| JANE STREET GROUP, LLC | Increased | 19.0K | 43.0K | +23.9K |
| BlackRock, Inc. | Increased | 147.0K | 168.4K | +21.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 342.1K | 359.3K | +17.2K |
| Ridgewood Investments LLC | Reduced | 237.2K | 222.2K | -15.0K |
| NORTHERN TRUST CORP | Increased | 36.9K | 51.2K | +14.3K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 244.3K | 249.6K | +5.3K |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | 16.7K | 11.5K | -5.2K |
| CITIGROUP INC | Sold Out | 4.2K | 0 | -4.2K |
| XTX Topco Ltd | Reduced | 13.9K | 10.0K | -3.9K |
| UBS Group AG | Reduced | 2.9K | 96 | -2.8K |
| Tower Research Capital LLC (TRC) | Increased | 3.7K | 5.4K | +1.8K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 166.0K | 167.3K | +1.2K |
| OSAIC HOLDINGS, INC. | Increased | 2.2K | 2.7K | +500 |
| GOLDMAN SACHS GROUP INC | Reduced | 35.2K | 34.8K | -421 |
| BARCLAYS PLC | New | 0 | 165 | +165 |
| Archer Investment Corp | Increased | 25 | 50 | +25 |
| Caitong International Asset Management Co., Ltd | New | 0 | 6 | +6 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.