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Heritage Global Inc. (HGBL)

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2.2500 -0.0500 (-2.17%)
At close: June 17 at 4:00 PM EDT

Major Holders

Breakdown
15.92% % of Shares Held by All Insider
33.47% % of Shares Held by Institutions
39.81% % of Float Held by Institutions
63 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Punch & Associates Investment Management, Inc. 2.54M Mar 31, 2024 8.61% 5,704,407
Vanguard Group Inc 1.89M Mar 31, 2024 6.43% 4,260,703
Uniplan Investment Counsel, Inc. 808.36k Mar 31, 2024 2.74% 1,818,816
Ancora Advisors, LLC 472.39k Mar 31, 2024 1.60% 1,062,873
Wynnefield Capital Management LLC 446.03k Mar 31, 2024 1.51% 1,003,567
Herr Investment Group LLC 432.9k Mar 31, 2024 1.47% 974,025
Dimensional Fund Advisors LP 402.49k Mar 31, 2024 1.37% 905,600
Renaissance Technologies, LLC 357.42k Mar 31, 2024 1.21% 804,188
Perritt Capital Management, Inc. 339.26k Mar 31, 2024 1.15% 763,328
Geode Capital Management, LLC 320.28k Mar 31, 2024 1.09% 720,636

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Vanguard Total Stock Market Index Fund 1.4M Mar 31, 2024 4.76% 3,152,646
Vanguard Extended Market Index Fund 432.89k Mar 31, 2024 1.47% 973,995
Perritt Microcap Opportunities Fund 262k Mar 31, 2024 0.89% 589,497
Fidelity Extended Market Index Fund 165.96k Apr 30, 2024 0.56% 373,419
Ancora MicroCap Fd 146.13k Mar 31, 2024 0.50% 328,803
DFA U.S. Micro Cap Series 102.86k Jan 31, 2024 0.35% 231,439
First Trust Dow Jones Select Micro Cap Index (SM) Fund 88.15k May 31, 2024 0.30% 198,337
iShares Micro Cap ETF 68.63k Apr 30, 2024 0.23% 154,415
DFA U.S. Small Cap Series 53.13k Jan 31, 2024 0.18% 119,535
Fidelity Total Market Index Fund 48.6k Apr 30, 2024 0.17% 109,354

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