Navient Ownership | Who Owns Navient?
Navient Ownership Summary
Navient is owned by 47.86% institutional investors, 2.71% insiders, and 49.43% retail investors. Sherborne investors management lp is the largest institutional shareholder, holding 29.45% of NAVI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.36% of its assets in Navient shares.
NAVI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Navient | 47.86% | 2.71% | 49.43% |
| Sector | Financial Services Stocks | 36.96% | 15.48% | 47.56% |
| Industry | Credit Services Stocks | 45.07% | 10.14% | 44.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sherborne investors management lp | 29.45M | 29.45% | $387.27M |
| Blackrock | 13.94M | 12.34% | $202.98M |
| Blackrock funding, inc. /de | 11.50M | 11.50% | $151.26M |
| Dimensional fund advisors lp | 7.96M | 7.96% | $104.66M |
| Vanguard group | 7.56M | 7.56% | $99.36M |
| State street | 3.53M | 3.53% | $46.41M |
| Lsv asset management | 3.37M | 3.37% | $44.36M |
| Orbis allan gray | 3.02M | 3.02% | $39.76M |
| American century companies | 2.16M | 2.16% | $28.40M |
| Charles schwab investment management | 2.07M | 2.07% | $27.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sherborne investors management lp | 29.45M | 100.00% | $387.27M |
| Arbiter partners capital management | 105.74K | 0.83% | $1.39M |
| Lighthouse investment partners | 1.59M | 0.63% | $20.91M |
| Knightsbridge asset management | 160.14K | 0.36% | $2.11M |
| Bridgeway capital management | 874.91K | 0.25% | $11.51M |
| Denali advisors | 162.10K | 0.24% | $2.13M |
| Optimize financial | 32.88K | 0.23% | $432.38K |
| Orbis allan gray | 3.02M | 0.17% | $39.76M |
| Gator capital management | 39.72K | 0.13% | $522.32K |
| Inceptionr | 32.48K | 0.10% | $427.10K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lighthouse investment partners | 1.59M | 0.63% | 1.41M |
| Charles schwab investment management | 2.07M | 0.00% | 344.49K |
| Janus henderson group | 316.70K | 0.00% | 268.52K |
| Tudor investment corp et al | 590.58K | 0.01% | 235.14K |
| Voloridge investment management | 306.16K | 0.01% | 230.11K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Philadelphia financial management of san francisco | - | - | -1.70M |
| Lombard odier asset management (usa) | - | - | -1.20M |
| Vanguard group | 7.56M | 0.00% | -664.82K |
| Blackrock funding, inc. /de | 11.50M | 0.00% | -652.88K |
| Donald smith | - | - | -579.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Knightsbridge asset management | 160.14K | 0.36% | 160.14K | $2.11M |
| Arbiter partners capital management | 105.74K | 0.83% | 105.74K | $1.39M |
| Public employees retirement system of ohio | 23.95K | 0.00% | 23.95K | $314.94K |
| Vinva investment management | 22.84K | 0.01% | 22.84K | $454.70M |
| Polymer capital management (hk) | 21.89K | 0.04% | 21.89K | $287.92K |
Sold Out
| Holder | Change |
|---|---|
| Bay harbor wealth management | -2.00 |
| Mendota financial group | -5.00 |
| Tfo-tdc | -7.00 |
| Advisornet financial | -10.00 |
| Huntington national bank | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 86 | -64.17% | 47,862,086 | -52.20% | 47 | 0.48% | 34 | -66.99% | 33 | -62.07% |
| Jun 30, 2025 | 237 | -4.82% | 100,026,875 | -0.51% | 100 | 1.03% | 103 | 10.75% | 85 | -9.57% |
| Mar 31, 2025 | 249 | 0.81% | 100,540,159 | -2.41% | 98 | 1.08% | 93 | -13.08% | 95 | 6.74% |
| Dec 31, 2024 | 231 | -7.60% | 98,130,808 | -6.57% | 90 | 0.96% | 100 | 7.53% | 85 | -12.37% |
| Sep 30, 2024 | 249 | -1.58% | 105,026,701 | -1.96% | 97 | 1.08% | 93 | -8.82% | 97 | 4.30% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.34M | 4.36% | - |
| Vanguard US Total Market Shares ETF | 2.54M | 2.48% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.16M | 2.17% | -47.92K |
| DFA US Small Cap Value I | 2.04M | 2.05% | -13.32K |
| iShares Russell 2000 ETF | 1.82M | 1.83% | - |
| Vanguard Selected Value Inv | 1.94M | 1.81% | 133.44K |
| Donald Smith & Co. Md-Cap Val Eq | 1.94M | 1.77% | 133.44K |
| Avantis US Small Cap Value ETF | 1.74M | 1.75% | 2.11K |
| Vanguard Small Cap Index | 1.72M | 1.73% | -11.66K |
| Orbis SICAV Global Bal Instl Inv | 1.47M | 1.45% | 226.28K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 06, 2024 | HAUBER STEPHEN M | EVP & Chief Admin Officer | Sell | $150.00K |
| May 03, 2024 | HELEEN MARK L | EVP, CLO & Secretary | Sell | $160.00K |
| Jan 31, 2024 | HELEEN MARK L | EVP, CLO & Secretary | Sell | $171.97K |
| Dec 14, 2023 | KANE JOHN M | EVP & Group President | Sell | $2.86M |
| Nov 07, 2023 | HELEEN MARK L | EVP, CLO & Secretary | Sell | $169.86K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | - |
NAVI Ownership FAQ
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