Hennessy Advisors Ownership | Who Owns Hennessy Advisors?
Hennessy Advisors Ownership Summary
Hennessy Advisors is owned by 8.16% institutional investors, 36.26% insiders, and 55.58% 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 | 8.16% | 36.26% | 55.58% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 255.14K | 3.23% | $2.45M |
| Truffle hound capital | 200.00K | 2.53% | $1.95M |
| Aegis financial | 141.35K | 1.79% | $1.38M |
| Renaissance | 100.09K | 1.27% | $975.86K |
| Allworth financial lp | 81.38K | 1.03% | $793.46K |
| Perigon wealth management | 63.80K | 0.81% | $622.03K |
| Dimensional fund advisors lp | 52.68K | 0.67% | $513.60K |
| Geode capital management | 51.30K | 0.65% | $500.33K |
| Northern trust | 28.11K | 0.36% | $274.02K |
| Vanguard fiduciary trust | 27.39K | 0.35% | $267.06K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Truffle hound capital | 200.00K | 0.51% | $1.95M |
| Aegis financial | 141.35K | 0.24% | $1.38M |
| Net worth advisory group | 12.86K | 0.03% | $125.39K |
| Navellier & associates | 11.89K | 0.01% | $115.97K |
| Perigon wealth management | 63.80K | 0.01% | $622.03K |
| Quinn opportunity partners | 14.92K | 0.01% | $145.44K |
| Gsa capital partners llp | 11.08K | 0.01% | $108.00K |
| Bridgeway capital management | 22.01K | 0.00% | $214.61K |
| Allworth financial lp | 81.38K | 0.00% | $793.46K |
| Caldwell sutter capital | 505.00 | 0.00% | $4.92K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Truffle hound capital | 200.00K | 0.51% | 40.00K |
| Vanguard fiduciary trust | 27.39K | 0.00% | 27.39K |
| Concurrent investment advisors | 10.54K | 0.00% | 10.54K |
| Susquehanna group, llp | 20.42K | - | 9.02K |
| Renaissance | 100.09K | 0.00% | 4.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Redhawk wealth advisors | - | - | -75.31K |
| Navellier & associates | 11.89K | 0.01% | -28.46K |
| Advisor group | - | - | -26.90K |
| Evergreen capital management | - | - | -15.07K |
| Heron bay capital management | - | - | -10.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 27.39K | 0.00% | 27.39K | $267.06K |
| Concurrent investment advisors | 10.54K | 0.00% | 10.54K | $102.76K |
| Massmutual trust co fsb/adv | 500.00 | 0.00% | 500.00 | $4.88K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -39.00 |
| Jpmorgan chase | -408.00 |
| Heron bay capital management | -10.41K |
| Evergreen capital management | -15.07K |
| Advisor group | -26.90K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 25 | 4.17% | 997,939 | 12.35% | 12 | 9.59% | 12 | 9.09% | 6 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 185.53K | 2.38% | - |
| Vanguard Total Stock Mkt Idx Inv | 181.57K | 2.30% | - |
| Aegis Value I | 140.54K | 1.78% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 51.22K | 0.65% | - |
| Auer Growth | 36.00K | 0.46% | - |
| Navellier Small-Mid Cap Growth | 31.45K | 0.40% | - |
| Vanguard Balanced Index Inv | 20.43K | 0.26% | - |
| Fidelity Extended Market Index | 18.67K | 0.24% | -8.06K |
| EA Bridgeway Omni Small-Cap Value ETF | 15.78K | 0.20% | 280.00 |
| Sigma Investment House Selección B FI | 15.51K | 0.20% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2026 | Fahy Kathryn | SVP and CFO | Sell | $100.00K |
| Dec 30, 2025 | Newton Kiera | - | Sell | $5.34K |
| Sep 29, 2025 | Newton Kiera | - | Sell | $4.18K |
| Sep 23, 2025 | Newton Kiera | - | Sell | $33.00 |
| Aug 14, 2025 | SEAVEY THOMAS L | - | Sell | $28.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 9 |
HNNA Ownership FAQ
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