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Hennessy Advisors Ownership | Who Owns Hennessy Advisors?

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Hennessy Advisors Ownership Summary

Hennessy Advisors is owned by 14.91% institutional investors, 36.02% insiders, and 49.06% retail investors. Vanguard group is the largest institutional shareholder, holding 3.23% of HNNA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.38% of its assets in Hennessy Advisors shares.

HNNA Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockHennessy Advisors14.91%36.02%49.06%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryAsset Management Stocks47.59%11.88%40.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group255.14K3.23%$2.45M
Vanguard capital management238.66K3.02%$2.42M
Truffle hound capital200.00K2.53%$2.03M
Aegis financial170.77K2.16%$1.73M
Renaissance97.69K1.24%$991.53K
Allworth financial lp81.38K1.03%$826.01K
Perigon wealth management63.80K0.81%$647.55K
Geode capital management58.54K0.74%$594.33K
Dimensional fund advisors lp53.47K0.68%$542.71K
Vanguard fiduciary trust27.59K0.35%$279.99K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Truffle hound capital200.00K0.43%$2.03M
Aegis financial170.77K0.27%$1.73M
Net worth advisory group12.17K0.03%$123.55K
Perigon wealth management63.80K0.01%$647.55K
Quinn opportunity partners14.92K0.01%$151.41K
Bridgeway capital management23.55K0.00%$239.04K
Allworth financial lp81.38K0.00%$826.01K
Caldwell sutter capital505.000.00%$5.13K
Concurrent investment advisors21.40K0.00%$217.16K
Renaissance97.69K0.00%$991.53K

Top Buyers

HolderShares% AssetsChange
Aegis financial170.77K0.27%29.41K
Concurrent investment advisors21.40K0.00%10.86K
Geode capital management58.54K-7.24K
Blackrock funding, inc. /de19.78K-6.18K
Citadel advisors12.98K-2.05K

Top Sellers

HolderShares% AssetsChange
Redhawk wealth advisors---75.31K
Advisor group---26.90K
Evergreen capital management---15.07K
Northern trust15.00K--13.11K
Navellier & associates---11.89K

New Positions

HolderShares% AssetsChangeValue
Barclays6.00-6.00$61.00

Sold Out

HolderChange
Wells fargo & company/mn-1.00
Innealta capital-39.00
Clarity asset management-71.00
Tower research capital llc (trc)-376.00
Jpmorgan chase-408.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202628-15.15%1,177,5341.66%146.93%12-20.00%5-37.50%
Mar 31, 202618-40.00%643,992-42.56%84.04%9-35.71%3-62.50%
Dec 31, 202521-19.23%1,004,737-18.12%125.13%9-25.00%6-
Sep 30, 202520-23.08%1,042,774-3.40%136.97%9-25.00%4-
Jun 30, 2025278.00%1,079,4968.83%138.54%12-4-33.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF185.53K2.38%-
Vanguard Morn Total Stk Mkt Idx Investor181.57K2.30%-
Vanguard Total Stock Mkt Idx Inv181.57K2.30%-
Vanguard MStar Total Stk Mkt Idx Invest181.57K2.30%-
Aegis Value I169.95K2.15%29.41K
Vanguard Institutional Extnd Mkt Idx Tr51.03K0.65%-
Auer Growth36.00K0.46%-
Navellier Small-Mid Cap Growth31.45K0.40%-
Fidelity Extended Market Index25.81K0.33%7.21K
Vanguard Balanced Index Inv20.43K0.26%-

Recent Insider Transactions

DateNameRoleActivityValue
May 11, 2026Fahy Kathryn SVP and CFOSell$100.00K
Dec 30, 2025Newton Kiera-Sell$5.34K
Sep 29, 2025Newton Kiera-Sell$4.18K
Sep 23, 2025Newton Kiera-Sell$33.00
Aug 14, 2025SEAVEY THOMAS L-Sell$28.88K

Insider Transactions Trends

DateBuySell
2026 Q2-1
2025 Q4-1
2025 Q3-6
2025 Q2-1
2025 Q1-9

HNNA Ownership FAQ

Who Owns Hennessy Advisors?

Hennessy Advisors shareholders are primarily institutional investors at 14.91%, followed by 36.02% insiders and 49.07% retail investors. The average institutional ownership in Hennessy Advisors's industry, Asset Management Stocks, is 47.59%, which Hennessy Advisors falls below.

Who owns the most shares of Hennessy Advisors?

Hennessy Advisors’s largest shareholders are Vanguard group (255.14K shares, 3.23%), Vanguard capital management (238.66K shares, 3.02%), and Truffle hound capital (200K shares, 2.53%). Together, they hold 8.79% of Hennessy Advisors’s total shares outstanding.

Does Blackrock own Hennessy Advisors?

BlackRock is not among the top 10 institutional shareholders of Hennessy Advisors.

Who is Hennessy Advisors’s biggest shareholder by percentage of total assets invested?

Truffle hound capital is Hennessy Advisors’s biggest shareholder by percentage of total assets invested, with 0.43% of its assets in 200K Hennessy Advisors shares, valued at 2.03M$.

Who is the top mutual fund holder of Hennessy Advisors shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Hennessy Advisors shares, with 2.38% of its total shares outstanding invested in 185.53K Hennessy Advisors shares.

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