Heritage Global Inc
Ownership
Ownership Structure
Who owns Heritage Global Inc (HGBL)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 73.7% of the shares are freely tradable; institutional investors hold 39.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Mink Brook Asset Management LLC | 6.56 | 2,273,077 | +1.6 | 06/30/2026 |
| Punch & Associates Inv Mgmt Inc | 5.84 | 2,021,458 | -9.9 | 06/30/2026 |
| Topline Capital Management LLC | 5.15 | 1,785,488 | +0.0 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.79 | 1,657,547 | +0.0 | 03/31/2026 |
| Truffle Hound Capital, LLC | 3.18 | 1,100,000 | +0.0 | 06/30/2026 |
| Koshinski Asset Management Inc | 2.65 | 917,304 | +0.0 | 06/30/2026 |
| Militia Capital Management, LLC | 1.63 | 563,873 | -66.7 | 06/30/2026 |
| Geode Capital Management, LLC | 0.99 | 342,134 | -5.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.56 | 885,347 | -15.9 | 07/31/2026 |
| Vanguard Institutional Extnd Mkt Idx Tr | 0.93 | 321,158 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Sklar James Edward | EVP, Gen Counsel & Secretary | 254,891 | 356,847 $ | Sep 1, 2026 | direct |
| Cobb Brian J. | CFO | 245,353 | 343,494 $ | Aug 20, 2026 | direct |
| Dove Nicholas Kirk | President, Industrial Assets | 186,000 | 260,400 $ | Aug 17, 2026 | direct |
| Hounsell Bruce Kenneth | President, Heritage DebtX LLC | 10,000 | 14,000 $ | Aug 17, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell | 2,500 | 1.27 | 3,175 |
| Aug 20, 2026 | Cobb Brian J. | CFO | Buy | 20,000 | 1.10 | 22,000 |
| Aug 17, 2026 | Hounsell Bruce Kenneth | President, Heritage DebtX LLC | Buy | 10,000 | 1.14 | 11,395 |
| Aug 17, 2026 | Dove Nicholas Kirk | President, Industrial Assets | Buy | 60,000 | 1.10 | 65,940 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.