Heritage Global Ownership | Who Owns Heritage Global?

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Heritage Global Ownership Summary

Heritage Global is owned by 25.81% institutional investors, 15.92% insiders, and 58.27% retail investors. Punch & associates investment management is the largest institutional shareholder, holding 6.93% of HGBL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.79% of its assets in Heritage Global shares.

HGBL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Heritage Global	25.81%	15.92%	58.27%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Capital Markets Stocks	43.42%	14.01%	42.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Punch & associates investment management	2.54M	6.93%	$6.24M
Vanguard group	1.89M	5.17%	$4.66M
Uniplan investment counsel	805.79K	2.20%	$1.98M
Ancora advisors	519.67K	1.42%	$1.28M
Dimensional fund advisors lp	449.86K	1.23%	$1.11M
Wynnefield capital	446.03K	1.22%	$1.10M
Herr investment group	432.90K	1.18%	$1.06M
Perritt capital management	338.92K	0.93%	$833.75K
Geode capital management	327.56K	0.90%	$806.00K
Renaissance	318.22K	0.87%	$782.81K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Wynnefield capital	446.03K	0.49%	$1.10M
Perritt capital management	338.92K	0.46%	$833.75K
Punch & associates investment management	2.54M	0.36%	$6.24M
Ridgewood investments	200.55K	0.25%	$493.35K
Uniplan investment counsel	805.79K	0.18%	$1.98M
Herr investment group	432.90K	0.07%	$1.06M
Ancora advisors	519.67K	0.03%	$1.28M
Mutual advisors	167.53K	0.01%	$390.35K
Wedbush securities	15.48K	0.00%	$38.00K
Renaissance	318.22K	0.00%	$782.81K

Top Buyers

Holder	Shares	% Assets	Change
Dimensional fund advisors lp	449.86K	0.00%	47.38K
Ancora advisors	519.67K	0.03%	47.29K
Geode capital management	327.56K	0.00%	7.28K
Blackrock	136.85K	-	4.95K
Advisor group	5.43K	-	3.60K

Top Sellers

Holder	Shares	% Assets	Change
Connective capital management	-	-	-207.55K
1492 capital management	-	-	-143.04K
Arrowstreet capital, limited partnership	-	-	-123.09K
Crawford fund management	-	-	-93.50K
First trust advisors lp	-	-	-87.08K

Sold Out

Holder	Change
Carsonallaria wealth management	-2.00
Wells fargo & company/mn	-241.00
Federation des caisses desjardins du quebec	-575.00
Federated hermes	-818.00
Prudential financial	-17.20K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	57	14.00%	9,803,428	-2.62%	26	3.55%	23	-36.11%	20	185.71%
Jun 30, 2023	50	85.19%	10,067,063	32.90%	27	6.20%	36	111.76%	7	133.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.40M	3.79%	-
Vanguard Institutional Extnd Mkt Idx Tr	432.89K	1.17%	-
Ancora Micro Cap	384.99K	1.04%	-
Perritt MicroCap Opportunities Investor	232.00K	0.63%	-30.00K
Fidelity Extended Market Index	175.42K	0.47%	4.67K
Ancora MicroCap I	165.33K	0.45%	-
iShares Micro-Cap ETF	78.63K	0.21%	-
DFA US Micro Cap I	77.45K	0.21%	-12.50K
DFA US Core Equity 2 I	56.13K	0.15%	-1.40K
Fidelity Total Market Index	48.47K	0.13%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 20, 2024	DOVE ROSS	CEO	Buy	$20.07K
Mar 19, 2024	Dove Nicholas Kirk	President, Industrial Assets	Buy	$14.40K
Nov 13, 2023	Dove Nicholas Kirk	President, Industrial Assets	Buy	$14.25K
Sep 13, 2023	SHIMER SAMUEL L	-	Buy	$29.50K
Aug 24, 2023	DOVE ROSS	CEO	Buy	$9.95K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	2	-
2023 Q4	1	-
2023 Q3	8	-
2023 Q2	-	16
2023 Q1	-	14

HGBL Ownership FAQ

Who Owns Heritage Global?

Heritage Global shareholders are primarily institutional investors at 25.81%, followed by 15.92% insiders and 58.27% retail investors. The average institutional ownership in Heritage Global's industry, Capital Markets Stocks, is 43.42%, 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%), Vanguard group (1.89M shares, 5.17%), and Uniplan investment counsel (805.79K shares, 2.20%). Together, they hold 14.31% 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?

Wynnefield capital is Heritage Global’s biggest shareholder by percentage of total assets invested, with 0.49% of its assets in 446.03K Heritage Global shares, valued at 1.1M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Heritage Global shares, with 3.79% of its total shares outstanding invested in 1.4M Heritage Global shares.

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