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Heritage Global Inc. (HGBL) institutional ownership

Market cap$62M SectorFinancial Services
Funds holding · Q1 2026
31
reported HGBL position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
9 buyers · 22 sellers

Heritage Global Inc. (HGBL) price and institutional activity

Dates

Q1 2026

$0 bought by 9 investors
Militia Capital Management LLCMink Brook Asset Management LLC +7 more
$0 sold by 22 investors
Rothschild Wealth LLCPunch & Associates Investment Management, Inc. +20 more
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Bought Sold Totals per quarter; hover a bar for the names.

Heritage Global Inc. (HGBL) institutional activity · 31

Investor Type Est. change Change Δ Own Date
Militia Capital Management LLC · New
Change +564K Date Q1 2026
Militia Capital Management LLC New· Q1 2026 +564K Q1 2026
Rothschild Wealth LLC · Reduced
Change −280K Date Q1 2026
Rothschild Wealth LLC Reduced· Q1 2026 −280K Q1 2026
Mink Brook Asset Management LLC · Added
Change +209K Date Q1 2026
Mink Brook Asset Management LLC Added· Q1 2026 +209K Q1 2026
Evernest Financial Advisors, LLC · New
Change +194K Date Q1 2026
Evernest Financial Advisors, LLC New· Q1 2026 +194K Q1 2026
Punch & Associates Investment Management, Inc. · Reduced
Change −141K Date Q1 2026
Punch & Associates Investment Management, Inc. Reduced· Q1 2026 −141K Q1 2026
Renaissance Technologies LLC Reduced· Q1 2026 −133K −35.3% Q1 2026
Wynnefield Capital Inc · Exited
Change −79K Δ Own −100.0% Date Q1 2026
Wynnefield Capital Inc Exited· Q1 2026 −79K −100.0% Q1 2026
Topline Capital Management, LLC · Reduced
Change −65K Date Q1 2026
Topline Capital Management, LLC Reduced· Q1 2026 −65K Q1 2026
Citadel Advisors LLC Exited· Q1 2026 −60K −100.0% Q1 2026
Susquehanna International Group, LLP · Reduced
Change −44K Date Q1 2026
Susquehanna International Group, LLP Reduced· Q1 2026 −44K Q1 2026
Vanguard · Reduced
Change −40K Date Q1 2026
Vanguard Reduced· Q1 2026 −40K Q1 2026
Heron Bay Capital Management · Exited
Change −32K Δ Own −100.0% Date Q1 2026
Heron Bay Capital Management Exited· Q1 2026 −32K −100.0% Q1 2026
Man Group PLC · Added
Change +20K Date Q1 2026
Man Group PLC Added· Q1 2026 +20K Q1 2026
Geode · Reduced
Change −18K Date Q1 2026
Geode Reduced· Q1 2026 −18K Q1 2026
Acadian Asset Management LLC · Reduced
Change −15K Date Q1 2026
Acadian Asset Management LLC Reduced· Q1 2026 −15K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 31

Famous investor activity in Heritage Global Inc. (HGBL)

Heritage Global Inc. (HGBL) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Dove Nicholas Kirk · Officer Buy +$32K
Price $1.22 Qty +26K Owned 126K Trade date May 21, 2026 Filed date May 27, 2026
Dove Nicholas Kirk Officer Buy $1.22 +26K +$32K 126K May 21, 2026 May 27, 2026
Ludwig Thomas van · Officer 2 operations 0
Price $0.70 Owned 85K Trade date May 14, 2026 Filed date May 18, 2026
Ludwig Thomas van Officer 2 operations $0.70 0 85K May 14, 2026 May 18, 2026
Ludwig Thomas van · Officer Tax withholding or exercise payment (F) $29K
Price $1.22 Qty 24K Owned 223K Trade date May 14, 2026 Filed date May 18, 2026
Ludwig Thomas van Officer Tax withholding or exercise payment (F) $1.22 24K $29K 223K May 14, 2026 May 18, 2026
Sklar James Edward · Officer Sell −$5K
Price $1.33 Qty −4K Owned 257K Trade date May 1, 2026 Filed date May 8, 2026
Sklar James Edward Officer Sell $1.33 −4K −$5K 257K May 1, 2026 May 8, 2026
Sklar James Edward · Officer Sell −$5K
Price $1.35 Qty −4K Owned 261K Trade date Apr 1, 2026 Filed date Apr 2, 2026
Sklar James Edward Officer Sell $1.35 −4K −$5K 261K Apr 1, 2026 Apr 2, 2026
Sharpe Kelly S. · Director Grant (A) 20K
Owned 96K Trade date Mar 5, 2026 Filed date Mar 27, 2026
Sharpe Kelly S. Director Grant (A) 20K 96K Mar 5, 2026 Mar 27, 2026
Shimer Samuel L. · Director Grant (A) 20K
Owned 352K Trade date Mar 5, 2026 Filed date Mar 26, 2026
Shimer Samuel L. Director Grant (A) 20K 352K Mar 5, 2026 Mar 26, 2026
Hexner Michael · Director Grant (A) 20K
Owned 272K Trade date Mar 5, 2026 Filed date Mar 26, 2026
Hexner Michael Director Grant (A) 20K 272K Mar 5, 2026 Mar 26, 2026
Sinsley Barbara A. · Director Grant (A) 20K
Owned 101K Trade date Mar 5, 2026 Filed date Mar 26, 2026
Sinsley Barbara A. Director Grant (A) 20K 101K Mar 5, 2026 Mar 26, 2026
Burnham William L. · Director Grant (A) 20K
Owned 70K Trade date Mar 5, 2026 Filed date Mar 26, 2026
Burnham William L. Director Grant (A) 20K 70K Mar 5, 2026 Mar 26, 2026
Sklar James Edward · Officer Sell −$5K
Price $1.30 Qty −4K Owned 265K Trade date Mar 2, 2026 Filed date Mar 3, 2026
Sklar James Edward Officer Sell $1.30 −4K −$5K 265K Mar 2, 2026 Mar 3, 2026
Sklar James Edward · Officer Sell −$5K
Price $1.37 Qty −4K Owned 269K Trade date Feb 2, 2026 Filed date Feb 3, 2026
Sklar James Edward Officer Sell $1.37 −4K −$5K 269K Feb 2, 2026 Feb 3, 2026
Sklar James Edward · Officer Sell −$5K
Price $1.23 Qty −4K Owned 272K Trade date Jan 2, 2026 Filed date Jan 5, 2026
Sklar James Edward Officer Sell $1.23 −4K −$5K 272K Jan 2, 2026 Jan 5, 2026
Sklar James Edward · Officer Sell −$5K
Price $1.31 Qty −4K Owned 276K Trade date Dec 1, 2025 Filed date Dec 2, 2025
Sklar James Edward Officer Sell $1.31 −4K −$5K 276K Dec 1, 2025 Dec 2, 2025
Sklar James Edward · Officer Sell −$5K
Price $1.43 Qty −4K Owned 280K Trade date Nov 3, 2025 Filed date Nov 4, 2025
Sklar James Edward Officer Sell $1.43 −4K −$5K 280K Nov 3, 2025 Nov 4, 2025
15 of 16
15 of 16 Sign in to continue to older insider transactions.

Heritage Global Inc. (HGBL) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Punch & Associates Investment Management, Inc. 2.2M
% of shares outstanding 6.5% Filing date May 15, 2026
Punch & Associates Investment Management, Inc. 2.2M 6.5% May 15, 2026
Mink Brook Asset Management LLC 2.2M
% of shares outstanding 6.4% Filing date Apr 6, 2026
Mink Brook Asset Management LLC 2.2M 6.4% Apr 6, 2026
Vanguard Capital Management 1.8M
% of shares outstanding 5.3% Filing date Apr 30, 2026
Vanguard Capital Management 1.8M 5.3% Apr 30, 2026
Topline Capital Management, LLC 1.9M
% of shares outstanding 5.1% Filing date Feb 10, 2025
Topline Capital Management, LLC 1.9M 5.1% Feb 10, 2025
The Vanguard Group 0
% of shares outstanding 0.0% Filing date Mar 27, 2026
The Vanguard Group 0 0.0% Mar 27, 2026
5 of 5

Heritage Global Inc. (HGBL) ownership FAQ

Who owns HGBL?

31 reporting institutions disclosed HGBL position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.