Who Owns Heritage Global Stock?
NASDAQ: HGBLConsumer DiscretionaryBusiness ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 37.01%
- Held by insiders
- 11.58%
- Institutional holders
- 44
- Institutions 37.0%
- Insiders 11.6%
- Public and other 51.4%
Who owns Heritage Global stock?
Institutional investors own about 37.0% of Heritage Global's shares, spread across 44 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 11.58% of HGBL.
The largest institutional holders are Mink Brook Asset Management LLC (7.72%), Punch & Associates Investment Management, Inc. (6.86%) and Topline Capital Management, LLC (6.06%). Together, the top 10 institutions control 36.9% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their HGBL positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of HGBL
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Mink Brook Asset Management LLC | 2.27M | 7.72% | +1.6% |
| Punch & Associates Investment Management, Inc. | 2.02M | 6.86% | -9.9% |
| Topline Capital Management, LLC | 1.79M | 6.06% | 0.0% |
| Vanguard Capital Management LLC | 1.39M | 4.73% | -15.9% |
| Truffle Hound Capital, LLC | 1.10M | 3.74% | 0.0% |
| Koshinski Asset Management, Inc. | 917.30K | 3.11% | 0.0% |
| Militia Capital Management LLC | 563.87K | 1.91% | 0.0% |
| Geode Capital Management, LLC | 359.35K | 1.22% | +5.0% |
| Renaissance Technologies, LLC | 249.62K | 0.85% | +2.2% |
| Ridgewood Investments LLC | 207.16K | 0.70% | -6.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of HGBL
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.18M | 4.01% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 296.16K | 1.01% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 147.86K | 0.50% |
| iShares Trust-iShares Micro-Cap ETF | 103.74K | 0.35% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 65.63K | 0.22% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 53.20K | 0.18% |
| Dimensional ETF Trust-Dimensional US Core Equity 2 ETF | 47.41K | 0.16% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 42.87K | 0.15% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 28.55K | 0.10% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | 19.68K | 0.07% |
Frequently asked questions
Who is the largest shareholder of Heritage Global?
Mink Brook Asset Management LLC is the largest institutional shareholder of HGBL, owning 7.72% of shares outstanding (2.27M shares) as of its latest 13F filing.
What percentage of Heritage Global is owned by institutions?
Institutions own about 37.0% of HGBL shares and 41.9% of the public float.
How much of Heritage Global do insiders own?
Insiders, such as officers and directors, own about 11.58% of HGBL shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.