Heritage Global Inc. (HGBL) Ownership
HGBL ownership summary
as of October 18, 2026- Institutions
- 37.0% of shares outstanding
- Insiders
- 11.58% of shares outstanding
- Shares outstanding
- 34.6M
- Float
- 25.8M shares available to trade
- Short interest
- 0.30% 90K shares short
- Days to cover
- 0.79 short interest up 26.8% vs prior month
- Institutions 36.98%
- Insiders 11.58%
- Other investors 51.43%
HGBL top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Mink Brook Asset Management LLC | 6.56% | 2.3M | $3.0M | +34,821 (+1.6%) | June 30, 2026 |
| 2 | Punch & Associates Inv Mgmt Inc | 5.84% | 2.0M | $2.6M | −222,690 (−9.9%) | June 30, 2026 |
| 3 | Topline Capital Management LLC | 5.15% | 1.8M | $2.3M | — | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.02% | 1.4M | $1.8M | −263,909 (−15.9%) | June 30, 2026 |
| 5 | Truffle Hound Capital, LLC | 3.18% | 1.1M | $1.4M | — | June 30, 2026 |
| 6 | Koshinski Asset Management Inc | 2.65% | 917K | $1.2M | — | June 30, 2026 |
| 7 | Militia Capital Management, LLC | 1.63% | 564K | $733,035 | −1.1M (−66.7%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 1.04% | 359K | $467,154 | +17,215 (+5.0%) | June 30, 2026 |
| 9 | Renaissance Technologies Corp | 0.72% | 250K | $324,502 | +5,300 (+2.2%) | June 30, 2026 |
| 10 | Ridgewood Investments LLC | 0.64% | 222K | $288,814 | −15,000 (−6.3%) | June 30, 2026 |
| 11 | Dimensional Fund Advisors, Inc. | 0.52% | 179K | $233,004 | −25,310 (−12.4%) | June 30, 2026 |
| 12 | BlackRock Inc | 0.49% | 168K | $218,949 | +21,383 (+14.5%) | June 30, 2026 |
| 13 | Vanguard Fiduciary Trust Co | 0.48% | 167K | $217,451 | +1,222 (+0.7%) | June 30, 2026 |
| 14 | State Street Corp | 0.34% | 117K | $151,536 | — | June 30, 2026 |
| 15 | Northern Trust Corp | 0.15% | 51K | $66,565 | +14,339 (+38.9%) | June 30, 2026 |
| 16 | Jane Street Group LLC | 0.12% | 43K | $55,844 | +23,948 (+126.0%) | June 30, 2026 |
| 17 | Citadel Advisors Llc | 0.11% | 38K | $49,806 | +38,312 (0.0%) | June 30, 2026 |
| 18 | The Goldman Sachs Group Inc | 0.10% | 35K | $45,240 | −421 (−1.2%) | June 30, 2026 |
| 19 | NorthRock Partners LLC | 0.10% | 34K | $44,381 | — | June 30, 2026 |
| 20 | Wealth Enhancement Advisory Services, LLC | 0.07% | 26K | $33,485 | — | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 8 holders added 157K shares and 6 cut 1.7M.
HGBL top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.56% | 885K | $1.2M | — | August 31, 2026 |
| 2 | Perritt MicroCap Opportunities Investor | 0.84% | 290K | $377,000 | +65,000 (+28.9%) | December 31, 2025 |
| 3 | Fidelity Extended Market Index | 0.42% | 147K | $191,190 | −790 (−0.5%) | August 31, 2026 |
| 4 | iShares Micro-Cap ETF | 0.29% | 100K | $129,506 | −687 (−0.7%) | September 30, 2026 |
| 5 | Fidelity Total Market Index | 0.19% | 66K | $85,323 | — | August 31, 2026 |
| 6 | DFA US Micro Cap I | 0.15% | 53K | $69,161 | — | August 31, 2026 |
| 7 | Fidelity Series Total Market Index | 0.12% | 43K | $55,730 | — | August 31, 2026 |
| 8 | Dimensional US Core Equity 2 ETF | 0.11% | 39K | $50,712 | — | September 30, 2026 |
| 9 | Vanguard Balanced Index Inv | 0.06% | 20K | $25,590 | — | August 31, 2026 |
| 10 | Dimensional Global Trgtd Value USD Acc | 0.05% | 17K | $22,296 | — | August 31, 2026 |
| 11 | Vanguard U.S. Eq Idx £ Acc | 0.03% | 11K | $14,000 | — | August 31, 2026 |
| 12 | Fidelity Nasdaq Composite Index | 0.03% | 9,855 | $12,812 | −18,698 (−65.5%) | August 31, 2026 |
| 13 | Dimensional Global Core Equity USD Acc | 0.03% | 8,998 | $11,697 | — | August 31, 2026 |
| 14 | 1290 VT Micro Cap K | 0.02% | 5,838 | $7,589 | — | August 31, 2026 |
| 15 | JNL/DFA US Small Cap A | 0.02% | 5,700 | $7,410 | — | June 30, 2026 |
| 16 | LVIP Dimensional US Core Equity 2 Std | 0.02% | 5,434 | $7,064 | — | June 30, 2026 |
| 17 | Dimensional Global Small Coms USD Acc | 0.01% | 5,100 | $6,630 | — | August 31, 2026 |
| 18 | Dimensional World Allc 60/40 GBP Acc | 0.01% | 4,745 | $6,168 | — | August 31, 2026 |
| 19 | Dimensional International Core Eq Acc | 0.01% | 4,446 | $5,780 | — | August 31, 2026 |
| 20 | Dimensional Gl Cor Eq LC ESG Sc USD A | 0.01% | 3,700 | $4,810 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HGBL insider transactions
latest 2| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-01 | James Edward Sklar | Sell | $1.35 | 3,734 | $5,041 |
| 2025-11-03 | James Edward Sklar | Sell | $1.43 | 3,734 | $5,340 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HGBL shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HGBL
Institutional investors own 37.0% of Heritage Global's shares and insiders 11.58%. The largest holder is Mink Brook Asset Management LLC with 6.56% of the shares (2.3M), as of June 30, 2026. Among the top 20 institutions, 8 added shares and 6 reduced their stake in the latest filings. Short interest is 0.30% of the float, or 0.79 days of average trading volume. The share count rose 25.8% since 2014.
Related: HGBL analyst forecast, HGBL key metrics. See the HGBL stock overview for the latest quote and news.
HGBL ownership FAQ
Who owns the most Heritage Global stock?
The largest shareholders of Heritage Global are Mink Brook Asset Management LLC (6.56%), Punch & Associates Inv Mgmt Inc (5.84%), Topline Capital Management LLC (5.15%), Vanguard Capital Management, LLC (4.02%), Truffle Hound Capital, LLC (3.18%).
What percentage of Heritage Global is owned by institutions?
Institutions hold 37.0% of Heritage Global's shares outstanding; insiders hold 11.58%.
Which funds own Heritage Global?
The largest fund holders of Heritage Global are Vanguard MStar Total Stk Mkt Idx Invest (2.56%), Perritt MicroCap Opportunities Investor (0.84%), Fidelity Extended Market Index (0.42%), iShares Micro-Cap ETF (0.29%), Fidelity Total Market Index (0.19%).
What is Heritage Global's short interest?
90K shares of Heritage Global were sold short, 0.30% of the float; at the average daily volume it would take 0.79 days to cover.
Are insiders buying or selling Heritage Global?
Of the latest 2 reported insider transactions in Heritage Global (since November 3, 2025), 0 were purchases and 2 were sales.
How many shares of Heritage Global are outstanding?
Heritage Global has 34.6M shares outstanding, of which 25.8M are in the public float.