Heritage Global Ownership | Who Owns Heritage Global?

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Heritage Global Ownership Summary

Heritage Global is owned by 13.10% institutional investors, 10.91% insiders, and 75.99% retail investors. Punch & associates investment management is the largest institutional shareholder, holding 6.93% of HGBL shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.95% of its assets in Heritage Global shares.

HGBL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heritage Global	13.10%	10.91%	75.99%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Capital Markets Stocks	34.70%	18.00%	47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Punch & associates investment management	2.54M	6.93%	$6.24M
Topline capital management	1.93M	5.27%	$3.57M
Vanguard group	1.88M	5.15%	$3.48M
Koshinski asset management	1.01M	2.76%	$1.87M
Ancora advisors	508.27K	1.39%	$940.30K
Herr investment group	432.90K	1.18%	$1.06M
Wynnefield capital	401.03K	1.10%	$741.90K
Geode capital management	361.63K	0.99%	$669.20K
Renaissance	339.82K	0.93%	$628.66K
Perritt capital management	307.80K	0.84%	$569.43K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Topline capital management	1.93M	0.67%	$3.57M
Punch & associates investment management	2.54M	0.36%	$6.24M
Wynnefield capital	401.03K	0.34%	$741.90K
Perritt capital management	307.80K	0.30%	$569.43K
Ridgewood investments	225.58K	0.20%	$417.32K
Koshinski asset management	1.01M	0.16%	$1.87M
Herr investment group	432.90K	0.07%	$1.06M
Ancora advisors	508.27K	0.02%	$940.30K
Mutual advisors	167.53K	0.01%	$346.79K
Two sigma securities	14.95K	0.00%	$27.66K

Top Buyers

Holder	Shares	% Assets	Change
Topline capital management	1.93M	0.67%	1.93M
Geode capital management	361.63K	0.00%	26.23K
Ubs group	24.03K	-	23.76K
Two sigma securities	14.95K	0.00%	14.95K
Newedge advisors	14.90K	0.00%	14.90K

Top Sellers

Holder	Shares	% Assets	Change
Uniplan investment counsel	-	-	-805.79K
Connective capital management	-	-	-207.55K
1492 capital management	-	-	-143.04K
Arrowstreet capital, limited partnership	-	-	-123.09K
Dimensional fund advisors lp	240.24K	0.00%	-97.35K

New Positions

Holder	Shares	% Assets	Change	Value
Topline capital management	1.93M	0.67%	1.93M	$3.57M
Two sigma securities	14.95K	0.00%	14.95K	$27.66K
Raymond james financial	10.92K	-	10.92K	$20.21K

Sold Out

Holder	Change
Carsonallaria wealth management	-2.00
Qube research	-4.00
Toronto dominion bank	-61.00
Fmr	-67.00
Capital performance advisors llp	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	16	-61.90%	4,790,566	-46.40%	13	2.19%	4	-73.33%	6	-53.85%
Sep 30, 2024	42	-12.50%	8,938,243	-5.38%	24	3.67%	15	7.14%	13	-27.78%
Jun 30, 2024	48	-12.73%	9,446,237	-5.73%	25	3.44%	14	-41.67%	18	5.88%
Mar 31, 2024	55	-	10,020,560	0.13%	27	3.68%	24	-22.58%	17	30.77%
Dec 31, 2023	55	-3.51%	10,007,424	2.08%	27	3.83%	31	34.78%	13	-35.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	1.40M	3.95%	-
Vanguard Total Stock Mkt Idx Inv	1.39M	3.89%	-
Vanguard Institutional Extnd Mkt Idx Tr	432.89K	1.21%	-
Ancora Micro Cap	373.79K	1.05%	-9.36K
Perritt MicroCap Opportunities Investor	232.00K	0.64%	-
Fidelity Extended Market Index	188.33K	0.53%	-1.20K
Ancora MicroCap I	165.33K	0.47%	-
iShares Micro-Cap ETF	73.72K	0.21%	-
DFA US Micro Cap I	57.93K	0.16%	-
DFA US Core Equity 2 I	56.13K	0.15%	-1.40K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 19, 2024	Ludwig David Van	President of subsidiary	Sell	$16.10K
Mar 11, 2025	Ludwig David Van	President of subsidiary	Sell	$13.79K
Mar 06, 2025	Ludwig David Van	President of subsidiary	Sell	$20.70K
Mar 04, 2025	Ludwig David Van	President of subsidiary	Sell	$20.50K
Feb 26, 2025	Ludwig David Van	President of subsidiary	Sell	$20.20K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	9
2024 Q4	-	5
2024 Q1	2	-
2023 Q4	1	-
2023 Q3	8	-

HGBL Ownership FAQ

Who Owns Heritage Global?

Heritage Global shareholders are primarily institutional investors at 13.10%, followed by 10.91% insiders and 75.99% retail investors. The average institutional ownership in Heritage Global's industry, Capital Markets Stocks, is 34.70%, which Heritage Global falls below.

Who owns the most shares of Heritage Global?

Heritage Global’s largest shareholders are Punch & associates investment management (2.54M shares, 6.93%), Topline capital management (1.93M shares, 5.27%), and Vanguard group (1.88M shares, 5.15%). Together, they hold 17.34% of Heritage Global’s total shares outstanding.

Does Blackrock own Heritage Global?

BlackRock is not among the top 10 institutional shareholders of Heritage Global.

Who is Heritage Global’s biggest shareholder by percentage of total assets invested?

Topline capital management is Heritage Global’s biggest shareholder by percentage of total assets invested, with 0.67% of its assets in 1.93M Heritage Global shares, valued at 3.57M$.

Who is the top mutual fund holder of Heritage Global shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Heritage Global shares, with 3.95% of its total shares outstanding invested in 1.4M Heritage Global shares.

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