13F

Stock

Heritage Global Inc.

HGBL · held by 38 managers

Reported value

$17.1M

Holders

38

+2 new · −7 exited

Holders’ est. mark

$1.14M

Price effect on 31 books still in the name

Largest holder

$3.05M

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.2.24M$3.05M$269.3KAdded$95.1K
Mink Brook Asset Management LLC2.24M$3.04M$243.5KAdded$528.3K
Topline Capital Management, LLC1.79M$2.43M$214.3KAdded$133.1K
VANGUARD CAPITAL MANAGEMENT LLC1.66M$2.25MHeld
Truffle Hound Capital, LLC1.1M$1.5M$132KAdded$132K
Koshinski Asset Management, Inc.917.3K$1.25M$110.1KAdded$110.1K
Militia Capital Management LLC563.9K$766.9KHeld
GEODE CAPITAL MANAGEMENT, LLC342.1K$465.4K$41.1KAdded$18.7K
Renaissance Technologies244.3K$332.3K$29.3KCut−$135.8K
Ridgewood Investments LLC237.2K$322.5KHeld
DIMENSIONAL FUND ADVISORS LP204.5K$278.1K$24.5KAdded$18.2K
Evernest Financial Advisors, LLC194K$273.5KNew
VANGUARD FIDUCIARY TRUST CO166K$225.8KHeld
BlackRock, Inc.147K$200K$16.8KAdded$26.4K
State Street116.6K$158.5K$14KAdded$14K
Rothschild Wealth LLC81.4K$110.7K$9.76KCut−$336.8K
Man Group plc79.7K$108.4K$7.11KAdded$34.9K
SUSQUEHANNA INTERNATIONAL GROUP, LLP46.5K$63.3K$5.58KCut−$49.4K
NORTHERN TRUST CORP36.9K$50.1K$4.42KAdded$4.42K
GOLDMAN SACHS GROUP INC35.2K$47.9K$4.23KCut−$14K
NorthRock Partners, LLC34.1K$46.4K$4.1KAdded$4.1K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC25.8K$35.5K$3.09KAdded$3.09K
JANE STREET GROUP, LLC19K$25.9K$2.28KCut−$10.9K
MORGAN STANLEY18.7K$25.4K$2.24KAdded$2.24K
XTX Topco Ltd13.9K$18.9K$1.67KCut−$11.6K
EVERGREEN CAPITAL MANAGEMENT LLC11.9K$16.2K$1.43KAdded$1.43K
Vanguard Global Advisers, LLC10.8K$14.6KHeld
ROYAL BANK OF CANADA5.78K$8K$1KAdded$1K
CITIGROUP INC4.16K$5.65K$499Cut−$6.62K
Parallel Advisors, LLC4K$5.44K$480Added$480
Tower Research Capital LLC (TRC)3.66K$4.98K$423Added$611
UBS Group AG2.88K$3.91K$195Added$1.89K
OSAIC HOLDINGS, INC.2.24K$3.05K$269Cut−$357
TD Waterhouse Canada Inc.698$938$70Added$97
Smartleaf Asset Management LLC100$135$10Added$10
Archer Investment Corp25$34$3Added$3
ACADIAN ASSET MANAGEMENT LLC16.7K$22$2Cut−$16
HARBOUR INVESTMENTS, INC.9$12New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.