45 institutions reported holding $17.2M of HERITAGE GLOBAL INC (HGBL) in SEC 13F filings for 2026-03-31. Largest institutional holders: PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ($3.1M), Mink Brook Asset Management LLC ($3.0M), Topline Capital Management, LLC ($2.4M), VANGUARD CAPITAL MANAGEMENT LLC ($2.3M), Truffle Hound Capital, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $3.1M | 2.2M | Trimmed |
| 2 | Mink Brook Asset Management LLC | $3.0M | 2.2M | Added |
| 3 | Topline Capital Management, LLC | $2.4M | 1.8M | Trimmed |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $2.3M | 1.7M | New |
| 5 | Truffle Hound Capital, LLC | $1.5M | 1.1M | Hold |
| 6 | Koshinski Asset Management, Inc. | $1.2M | 917,304 | Hold |
| 7 | Militia Capital Management LLC | $766,867 | 563,873 | New |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $465,420 | 342,134 | Trimmed |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $332,271 | 244,317 | Trimmed |
| 10 | Ridgewood Investments LLC | $322,544 | 237,165 | Trimmed |
| 11 | DIMENSIONAL FUND ADVISORS LP | $278,135 | 204,544 | Trimmed |
| 12 | Evernest Financial Advisors, LLC | $273,540 | 194,000 | New |
| 13 | VANGUARD FIDUCIARY TRUST CO | $225,825 | 166,048 | New |
| 14 | BlackRock, Inc. | $199,973 | 147,039 | Added |
| 15 | STATE STREET CORP | $158,530 | 116,566 | Hold |
| 16 | Rothschild Wealth LLC | $110,658 | 81,366 | Trimmed |
| 17 | Man Group plc | $108,378 | 79,690 | Added |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $63,285 | 46,533 | Trimmed |
| 19 | NORTHERN TRUST CORP | $50,136 | 36,865 | Hold |
| 20 | GOLDMAN SACHS GROUP INC | $47,901 | 35,221 | Trimmed |
| 21 | NorthRock Partners, LLC | $46,429 | 34,139 | Hold |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35,546 | 25,758 | Hold |
| 23 | JANE STREET GROUP, LLC | $25,853 | 19,009 | Trimmed |
| 24 | MORGAN STANLEY | $25,388 | 18,668 | Hold |
| 25 | ACADIAN ASSET MANAGEMENT LLC | $22,000 | 16,694 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31