Hennessy Advisors Ownership | Who Owns Hennessy Advisors?
Hennessy Advisors Ownership Summary
Hennessy Advisors is owned by 12.73% institutional investors, 36.43% insiders, and 50.83% 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 | 12.73% | 36.43% | 50.83% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 255.14K | 3.23% | $2.45M |
| Truffle hound capital | 150.86K | 1.94% | $1.58M |
| Aegis financial | 141.35K | 1.79% | $1.36M |
| Renaissance | 95.39K | 1.21% | $915.73K |
| Allworth financial lp | 81.38K | 1.03% | $781.25K |
| Perigon wealth management | 63.80K | 0.81% | $612.46K |
| Geode capital management | 56.48K | 0.72% | $542.31K |
| Dimensional fund advisors lp | 49.11K | 0.62% | $471.46K |
| Navellier & associates | 40.35K | 0.51% | $387.36K |
| Northern trust | 27.58K | 0.35% | $288.26K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Truffle hound capital | 150.86K | 0.44% | $1.58M |
| Aegis financial | 141.35K | 0.32% | $1.36M |
| Navellier & associates | 40.35K | 0.04% | $387.36K |
| Net worth advisory group | 13.37K | 0.03% | $128.34K |
| Quinn opportunity partners | 14.92K | 0.01% | $155.88K |
| Perigon wealth management | 63.80K | 0.01% | $612.46K |
| Gsa capital partners llp | 11.08K | 0.01% | $106.00K |
| Bridgeway capital management | 18.51K | 0.00% | $194.95K |
| Allworth financial lp | 81.38K | 0.00% | $781.25K |
| Caldwell sutter capital | 505.00 | 0.00% | $4.85K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Truffle hound capital | 150.86K | 0.44% | 106.73K |
| Gsa capital partners llp | 11.08K | 0.01% | 11.08K |
| Geode capital management | 56.48K | - | 1.87K |
| Empowered funds | 13.19K | 0.00% | 1.68K |
| Bridgeway capital management | 18.51K | 0.00% | 1.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Redhawk wealth advisors | - | - | -75.31K |
| Navellier & associates | 40.35K | 0.04% | -33.30K |
| Advisor group | - | - | -26.90K |
| Evergreen capital management | - | - | -15.07K |
| Heron bay capital management | - | - | -10.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gsa capital partners llp | 11.08K | 0.01% | 11.08K | $106.00K |
| Ubs group | 850.00 | - | 850.00 | $8.16K |
| Pnc financial services group | 130.00 | - | 130.00 | $1.25K |
| Citigroup | 1.00 | - | 1.00 | $10.00 |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -1.00 |
| Innealta capital | -39.00 |
| Jpmorgan chase | -408.00 |
| Heron bay capital management | -10.41K |
| Evergreen capital management | -15.07K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Dec 31, 2024 | 12 | -42.86% | 643,998 | -19.93% | 8 | 7.64% | 6 | -45.45% | 1 | -80.00% |
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 | 40.12K | 0.51% | - |
| Auer Growth | 36.00K | 0.46% | - |
| Navellier Small-Mid Cap Growth | 31.45K | 0.40% | - |
| Fidelity Extended Market Index | 26.94K | 0.34% | 755.00 |
| Vanguard Balanced Index Inv | 20.43K | 0.26% | - |
| Sigma Investment House Selección B FI | 15.51K | 0.20% | - |
| Dimensional US Core Equity 2 ETF | 14.90K | 0.19% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Aug 15, 2025 | SEAVEY THOMAS L | - | Sell | $27.68K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 14 |
HNNA Ownership FAQ
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