Hennessy Advisors Ownership | Who Owns Hennessy Advisors?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hennessy Advisors | 14.91% | 36.02% | 49.06% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.27% | 12.01% | 40.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 255.14K | 3.23% | $2.45M |
| Vanguard capital management | 238.66K | 3.02% | $2.42M |
| Truffle hound capital | 200.00K | 2.53% | $2.03M |
| Aegis financial | 170.77K | 2.16% | $1.73M |
| Renaissance | 97.69K | 1.24% | $991.53K |
| Allworth financial lp | 81.38K | 1.03% | $826.01K |
| Geode capital management | 58.54K | 0.74% | $594.33K |
| Dimensional fund advisors lp | 53.47K | 0.68% | $542.71K |
| Vanguard fiduciary trust | 27.59K | 0.35% | $279.99K |
| Bridgeway capital management | 23.55K | 0.30% | $239.04K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Truffle hound capital | 200.00K | 0.43% | $2.03M |
| Aegis financial | 170.77K | 0.27% | $1.73M |
| Net worth advisory group | 18.45K | 0.05% | $191.73K |
| Quinn opportunity partners | 14.92K | 0.01% | $151.41K |
| Bridgeway capital management | 23.55K | 0.00% | $239.04K |
| Allworth financial lp | 81.38K | 0.00% | $826.01K |
| Caldwell sutter capital | 505.00 | 0.00% | $5.13K |
| Renaissance | 97.69K | 0.00% | $991.53K |
| Empowered funds | 16.55K | 0.00% | $167.99K |
| Concurrent investment advisors | 10.85K | 0.00% | $108.84K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aegis financial | 170.77K | 0.27% | 29.41K |
| Geode capital management | 58.54K | - | 7.24K |
| Net worth advisory group | 18.45K | 0.05% | 6.28K |
| Blackrock funding, inc. /de | 19.78K | - | 6.18K |
| Citadel advisors | 12.98K | - | 2.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Redhawk wealth advisors | - | - | -75.31K |
| Perigon wealth management | - | - | -63.80K |
| Advisor group | - | - | -26.90K |
| Evergreen capital management | - | - | -15.07K |
| Northern trust | 15.00K | - | -13.11K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fortitude family office | 240.00 | 0.00% | 240.00 | $2.41K |
| Barclays | 6.00 | - | 6.00 | $61.00 |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 28 | -15.15% | 1,177,534 | 1.66% | 14 | 6.93% | 12 | -20.00% | 5 | -37.50% |
| Mar 31, 2026 | 18 | -40.00% | 643,992 | -42.56% | 8 | 4.04% | 9 | -35.71% | 3 | -62.50% |
| Dec 31, 2025 | 21 | -19.23% | 1,004,737 | -18.12% | 12 | 5.13% | 9 | -25.00% | 6 | - |
| Sep 30, 2025 | 20 | -23.08% | 1,042,774 | -3.40% | 13 | 6.97% | 9 | -25.00% | 4 | - |
| Jun 30, 2025 | 27 | 8.00% | 1,079,496 | 8.83% | 13 | 8.54% | 12 | - | 4 | -33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 185.53K | 2.38% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 181.57K | 2.30% | - |
| Vanguard Total Stock Mkt Idx Inv | 181.57K | 2.30% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 181.57K | 2.30% | - |
| Aegis Value I | 169.95K | 2.15% | 29.41K |
| Vanguard Institutional Extnd Mkt Idx Tr | 51.03K | 0.65% | - |
| Auer Growth | 36.00K | 0.46% | - |
| Navellier Small-Mid Cap Growth | 31.45K | 0.40% | - |
| Fidelity Extended Market Index | 25.63K | 0.32% | -138.00 |
| EA Bridgeway Omni Small-Cap Value ETF | 18.75K | 0.24% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 29, 2026 | Newton Kiera | - | Sell | $5.05K |
| Sep 24, 2026 | SEAVEY THOMAS L | - | Sell | $19.03K |
| Sep 24, 2026 | STEADMAN DANIEL B | Executive VP | Sell | $51.31K |
| Sep 14, 2026 | Newton Kiera | - | Sell | $6.13K |
| Sep 16, 2026 | Newton Kiera | - | Sell | $2.06K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 5 |
| 2026 Q2 | - | 1 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 1 |
HNNA Ownership FAQ
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