SAN DIEGO, CA
HERITAGE GLOBAL INC.HGBL— Latest position per institution from SEC 13F filings
15
Institutional holders
16.87M
Total shares held
22.05M
Estimated value
843.62K
Avg. position size
MINK BROOK ASSET MANAGEMENT LLC
CIK 2052205
Shares
2.27M
Value
2.75M
Filed
Jun 30, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 1238990
Shares
2.02M
Value
2.45M
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
1.87M
Value
2.32M
Filed
Dec 31, 2025
TOPLINE CAPITAL MANAGEMENT, LLC
CIK 1792549
Shares
1.79M
Value
2.16M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.39M
Value
1.69M
Filed
Jun 30, 2026
TRUFFLE HOUND CAPITAL, LLC
CIK 1595862
Shares
1.10M
Value
1.33M
Filed
Jun 30, 2026
KOSHINSKI ASSET MANAGEMENT, INC.
CIK 1633389
Shares
917.30K
Value
1.11M
Filed
Jun 30, 2026
UNIPLAN INVESTMENT COUNSEL, INC.
CIK 1520710
Shares
805.79K
Value
1.98K
Filed
Jun 30, 2024
JOURNEY ADVISORY GROUP, LLC
CIK 1840085
Shares
720.67K
Value
1.57M
Filed
Mar 31, 2025
MILITIA CAPITAL PARTNERS, LP
CIK 1837496
Shares
563.87K
Value
699.20K
Filed
Dec 31, 2025
MILITIA CAPITAL MANAGEMENT LLC
CIK 2130487
Shares
563.87K
Value
682.29K
Filed
Jun 30, 2026
ANCORA ADVISORS LLC
CIK 1446114
Shares
508.27K
Value
940.30K
Filed
Dec 31, 2024
HERR INVESTMENT GROUP LLC
CIK 1922235
Shares
432.90K
Value
1.06M
Filed
Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC
CIK 1279342
Shares
360.87K
Value
447.47K
Filed
Dec 31, 2025
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
359.35K
Value
434.93K
Filed
Jun 30, 2026
INFORMED MOMENTUM CO LLC
CIK 1510989
Shares
333.50K
Value
1.04M
Filed
Sep 30, 2023
RENAISSANCE TECHNOLOGIES LLC
CIK 1037389
Shares
249.62K
Value
302.04K
Filed
Jun 30, 2026
CONNECTIVE CAPITAL MANAGEMENT, LLC
CIK 1543568
Shares
207.55K
Value
510.57K
Filed
Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC
CIK 1703556
Shares
207.16K
Value
269.31K
Filed
Sep 30, 2026
EVERNEST FINANCIAL ADVISORS, LLC
CIK 2009530
Shares
194K
Value
273.54K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MINK BROOK ASSET MANAGEMENT LLC | 2052205 | 2.27M | 2.75M | Jun 30, 2026 |
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | 2.02M | 2.45M | Jun 30, 2026 |
| 3 | VANGUARD GROUP INC | 102909 | 1.87M | 2.32M | Dec 31, 2025 |
| 4 | TOPLINE CAPITAL MANAGEMENT, LLC | 1792549 | 1.79M | 2.16M | Jun 30, 2026 |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.39M | 1.69M | Jun 30, 2026 |
| 6 | TRUFFLE HOUND CAPITAL, LLC | 1595862 | 1.10M | 1.33M | Jun 30, 2026 |
| 7 | KOSHINSKI ASSET MANAGEMENT, INC. | 1633389 | 917.30K | 1.11M | Jun 30, 2026 |
| 8 | UNIPLAN INVESTMENT COUNSEL, INC. | 1520710 | 805.79K | 1.98K | Jun 30, 2024 |
| 9 | JOURNEY ADVISORY GROUP, LLC | 1840085 | 720.67K | 1.57M | Mar 31, 2025 |
| 10 | MILITIA CAPITAL PARTNERS, LP | 1837496 | 563.87K | 699.20K | Dec 31, 2025 |
| 11 | MILITIA CAPITAL MANAGEMENT LLC | 2130487 | 563.87K | 682.29K | Jun 30, 2026 |
| 12 | ANCORA ADVISORS LLC | 1446114 | 508.27K | 940.30K | Dec 31, 2024 |
| 13 | HERR INVESTMENT GROUP LLC | 1922235 | 432.90K | 1.06M | Jun 30, 2024 |
| 14 | PERRITT CAPITAL MANAGEMENT INC | 1279342 | 360.87K | 447.47K | Dec 31, 2025 |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 359.35K | 434.93K | Jun 30, 2026 |
| 16 | INFORMED MOMENTUM CO LLC | 1510989 | 333.50K | 1.04M | Sep 30, 2023 |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 1037389 | 249.62K | 302.04K | Jun 30, 2026 |
| 18 | CONNECTIVE CAPITAL MANAGEMENT, LLC | 1543568 | 207.55K | 510.57K | Jun 30, 2024 |
| 19 | RIDGEWOOD INVESTMENTS LLC | 1703556 | 207.16K | 269.31K | Sep 30, 2026 |
| 20 | EVERNEST FINANCIAL ADVISORS, LLC | 2009530 | 194K | 273.54K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.