Institutional Ownership
Heritage Global Inc
CUSIP 42727E103COMHGBLQ1 2026
Institutional Holders
38
13F filers
Shares Held
12.61M
Aggregate institutional
Institutional Value
$17.14M
Q1 2026
Net New Holders
-5
2 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased6
Decreased14
Sold out7
Institutional Holders
38 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Punch & Associates Investment Management, Inc. | 2.24M | $3.05M | −140.5K | Reduced |
| 2 | Mink Brook Asset Management LLC | 2.24M | $3.04M | +209.4K | Added |
| 3 | Topline Capital Management, LLC | 1.79M | $2.43M | −65.5K | Reduced |
| 4 | Vanguard Capital Management LLC | 1.66M | $2.25M | +1.66M | First Filing |
| 5 | Truffle Hound Capital, LLC | 1.10M | $1.50M | 0 | Held |
| 6 | Koshinski Asset Management, Inc. | 917.3K | $1.25M | 0 | Held |
| 7 | Militia Capital Management LLC | 563.9K | $766.9K | +563.9K | First Filing |
| 8 | Geode Capital Management, LLC | 342.1K | $465.4K | −18.0K | Reduced |
| 9 | Renaissance Technologies LLC | 244.3K | $332.3K | −133.2K | Reduced |
| 10 | Ridgewood Investments LLC | 237.2K | $322.5K | −4.0K | Reduced |
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