Hennessy Advisors Ownership | Who Owns Hennessy Advisors?
Hennessy Advisors Ownership Summary
Hennessy Advisors is owned by 13.86% institutional investors, 36.56% insiders, and 49.57% retail investors. Vanguard group is the largest institutional shareholder, holding 3.25% 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 | 13.86% | 36.56% | 49.57% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 50.65% | 9.51% | 39.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 249.43K | 3.25% | $3.15M |
| Aegis financial | 141.35K | 1.82% | $1.78M |
| Renaissance | 90.79K | 1.18% | $1.16M |
| Allworth financial lp | 81.38K | 1.05% | $1.03M |
| Redhawk wealth advisors | 68.60K | 0.88% | $864.36K |
| Perigon wealth management | 63.80K | 0.83% | $777.70K |
| Dimensional fund advisors lp | 60.23K | 0.78% | $760.77K |
| Geode capital management | 47.78K | 0.62% | $603.64K |
| Navellier & associates | 42.76K | 0.55% | $538.75K |
| Northern trust | 20.35K | 0.27% | $144.90K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Aegis financial | 141.35K | 1.05% | $1.78M |
| Redhawk wealth advisors | 68.60K | 0.11% | $864.36K |
| Navellier & associates | 42.76K | 0.07% | $538.75K |
| Perigon wealth management | 63.80K | 0.02% | $777.70K |
| Quinn opportunity partners | 14.92K | 0.02% | $187.95K |
| Evergreen capital management | 15.07K | 0.01% | $189.90K |
| Allworth financial lp | 81.38K | 0.00% | $1.03M |
| Bridgeway capital management | 15.57K | 0.00% | $196.62K |
| Caldwell sutter capital | 505.00 | 0.00% | $6.36K |
| Renaissance | 90.79K | 0.00% | $1.16M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Perigon wealth management | 63.80K | 0.02% | 15.88K |
| Evergreen capital management | 15.07K | 0.01% | 15.07K |
| Empowered funds | 10.06K | 0.00% | 10.06K |
| Geode capital management | 47.78K | - | 2.40K |
| Redhawk wealth advisors | 68.60K | 0.11% | 1.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advisor group | - | - | -26.90K |
| Morgan stanley | 1.56K | - | -8.79K |
| Renaissance | 90.79K | 0.00% | -2.90K |
| Susquehanna group, llp | 10.80K | - | -2.65K |
| Blackrock | 11.71K | - | -862.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Evergreen capital management | 15.07K | 0.01% | 15.07K | $189.90K |
| Empowered funds | 10.06K | 0.00% | 10.06K | $126.76K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -1.00 |
| Ubs group | -33.00 |
| Innealta capital | -39.00 |
| Jpmorgan chase | -408.00 |
| Advisor group | -26.90K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 21 | 5.00% | 804,244 | 4.53% | 10 | 10.42% | 11 | - | 5 | - |
| Jun 30, 2024 | 20 | 5.26% | 769,392 | -0.79% | 10 | 9.82% | 11 | 83.33% | 5 | -28.57% |
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 | 2.33% | -3.97K |
| Aegis Value I | 140.54K | 1.80% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 40.12K | 0.52% | -18.28K |
| Auer Growth | 36.00K | 0.46% | - |
| Navellier Small-Mid Cap Growth | 31.45K | 0.40% | - |
| Fidelity Extended Market Index | 23.95K | 0.31% | -63.00 |
| 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 |
|---|---|---|---|---|
| Aug 15, 2025 | SEAVEY THOMAS L | - | Sell | $27.68K |
| Aug 14, 2025 | SEAVEY THOMAS L | - | Sell | $28.88K |
| Aug 12, 2025 | SEAVEY THOMAS L | - | Sell | $75.96K |
| Aug 13, 2025 | SEAVEY THOMAS L | - | Sell | $82.49K |
| May 13, 2025 | Fahy Kathryn | SVP and CFO | Sell | $107.12K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 14 |
| 2024 Q3 | - | 3 |
HNNA Ownership FAQ
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