Companies / Heritage Global Inc.

Heritage Global Inc.

Nasdaq: HGBLCIK 849145SAN DIEGO, CA

Financials · FY2025

Revenue$50.98M
Net income$3.59M
Total debt$4.64M
Cash$13.18M
Diluted EPS$0.10
Shares outstanding34.7M

Ownership

34.7M shares outstanding · as of May 1, 2026
3.3%Insiders
Ownership
Insiders3.33%1,156,563
10%+ / strategic6.46%2,244,148
Institutions31.08%10,796,754
Public float59.13%20,537,289

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 8

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Insider% of sharesShares
Shimer Samuel LDirector
1.01%352,500
Hexner MichaelDirector
0.78%272,104
Sklar James EdwardEVP, Gen Counsel & Secretary
0.76%264,859
Sinsley Barbara ADirector
0.29%101,300
Sharpe Kelly SDirector
0.28%95,800
Burnham William LDirector
0.20%70,000
Hounsell Bruce KennethPresident, Heritage DebtX LLC
——
Ludwig Thomas VanPresident, NLEX
——

Institutional holders 42

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HolderValue% of shares
Punch & Associates Investment Management, Inc.$3.05M6.46%
Mink Brook Asset Management LLC$2.52M5.84%
Vanguard Group Inc$2.32M5.40%
Topline Capital Management, LLC$2.30M5.33%
Truffle Hound Capital, LLC$1.36M3.17%
Koshinski Asset Management, Inc.$1.14M2.64%
Militia Capital Partners, LP$699.2K1.62%
Geode Capital Management, LLC$465.4K0.98%
Perritt Capital Management Inc$447.5K1.04%
Rothschild Wealth LLC$447.5K1.04%

Activity

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q1 2026
as of
Punch & Associates Investment Management, Inc.
13F manager
TrimCommon stock$-191.1K-141K
-5.89%
2,244,148
6.46% of shares
low
Q1 2026
as of
Renaissance Technologies LLC
13F manager
TrimCommon stock$-181.2K-133K
-35.28%
244,317
0.70% of shares
low
Q1 2026
as of
Wynnefield Capital Inc
13F manager
ExitCommon stock$-98.5K-79K
-100.00%
0
low
Q3 2023
as of
Barclays PLC
13F manager
NewCommon stock$53.1K+17K
17,022
0.05% of shares
low
Q1 2024
as of
Barclays PLC
13F manager
ExitCommon stock$-52.0K-19K
-100.00%
0
low
Q2 2026
as of
BlackRock, Inc.
13F manager
AddCommon stock$34.4K+28K
+20.34%
168,422
0.48% of shares
low
Q1 2026
as of
Geode Capital Management, LLC
13F manager
TrimCommon stock$-24.5K-18K
-5.01%
342,134
0.98% of shares
low
Q4 2023
as of
Barclays PLC
13F manager
AddCommon stock$4.7K+2K
+9.90%
18,707
0.05% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
Punch & Associates Investment Management, Inc.Passive13G/A—2,244,148—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
HGBL——42727E103—