Heritage Global Inc.

Historical 13F Holders

Symbol
HGBL
CUSIP
42727E103
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 42727E103 since 12/18/2024, largest first.

Filer % of Class Filed
Punch & Associates Investment Management, Inc. 13G/A 6.5% 5/15/2026
Event 3/31/2026
Mink Brook Asset Management LLC 13G/A
6.4% 4/6/2026
Event 3/31/2026
Ross Dove 13D/A 5.8% 9/29/2026
Event 9/25/2026
Topline Capital Management, LLC 13G/A
5.1% 2/10/2025
Event 12/31/2024
Under 5%, checked the "5 percent or less" box, or amended by a later filing (2)
Vanguard Capital Management LLC 13G/A 4.5% 7/31/2026
Event 6/30/2026
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 2 207 k $269 k
2026 Q2 37 11.8 M $14.3 M
2026 Q1 40 13.7 M $18.7 M
2025 Q4 43 14.4 M $17.9 M
2025 Q3 40 14.3 M $23.7 M
2025 Q2 41 13.5 M $30.0 M
2025 Q1 44 14.3 M $31.2 M
2024 Q4 41 14.2 M $26.3 M
2024 Q3 45 8.95 M $15.2 M
2024 Q2 53 9.67 M $23.7 M
2024 Q1 61 10.0 M $26.4 M
2023 Q4 57 10.0 M $27.9 M
2023 Q3 59 9.80 M $30.6 M
2023 Q2 53 10.1 M $36.4 M
2023 Q1 29 7.58 M $21.7 M
2022 Q4 30 5.70 M $13.4 M
2022 Q3 26 5.64 M $9.08 M
2022 Q2 25 6.81 M $10.2 M
2022 Q1 29 5.11 M $6.90 M
2021 Q4 28 6.40 M $12.0 M
2021 Q3 25 6.25 M $12.3 M
2021 Q2 26 5.27 M $13.3 M
2021 Q1 26 5.51 M $15.7 M
2020 Q4 21 3.84 M $10.2 M
2020 Q3 13 441 k $1.01 M
2019 Q2 1 4.00 k $3.00 k
2019 Q1 1 4.00 k $2.00 k
2018 Q4 1 6.65 k $3.00 k
2018 Q1 1 50.0 $0
2017 Q4 1 50.0 $0
2016 Q1 1 30.0 $0
2015 Q3 1 50.0 $0