Navient Ownership | Who Owns Navient?

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Navient Ownership Summary

Navient is owned by 100.03% institutional investors, 2.64% insiders. 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 4.37% of its assets in Navient shares.

NAVI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Navient	100.03%	2.64%	-2.67%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Credit Services Stocks	53.72%	9.31%	36.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Sherborne investors management lp	29.45M	29.45%	$415.24M
Blackrock	13.94M	12.34%	$202.98M
Blackrock funding, inc. /de	12.16M	12.16%	$171.40M
Vanguard group	9.11M	8.43%	$121.02M
Dimensional fund advisors lp	9.04M	8.37%	$120.20M
Lsv asset management	3.71M	3.71%	$52.37M
State street	3.46M	3.06%	$50.38M
Orbis allan gray	2.85M	2.85%	$40.17M
American century companies	2.02M	2.02%	$28.51M
Geode capital management	1.86M	1.72%	$24.68M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sherborne investors management lp	29.45M	100.00%	$415.24M
Philadelphia financial management of san francisco	1.70M	2.82%	$23.96M
Bridgeway capital management	917.23K	0.27%	$12.19M
Denali advisors	158.98K	0.23%	$2.24M
Orbis allan gray	2.85M	0.20%	$40.17M
North star asset management	204.53K	0.14%	$2.98M
Gator capital management	32.20K	0.14%	$453.95K
Lsv asset management	3.71M	0.12%	$52.37M
Kendall capital management	27.35K	0.10%	$385.63K
Jacobs levy equity management	1.65M	0.10%	$23.98M

Top Buyers

Holder	Shares	% Assets	Change
Philadelphia financial management of san francisco	1.70M	2.82%	1.70M
Orbis allan gray	2.85M	0.20%	536.93K
Wellington management group llp	1.32M	0.00%	423.01K
Janus henderson group	316.70K	0.00%	268.52K
D. e. shaw	725.24K	0.01%	228.38K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	24.77K	-	-1.50M
Lombard odier asset management (usa)	-	-	-1.20M
Blackrock funding, inc. /de	12.16M	0.00%	-867.86K
Goldman sachs group	1.74M	0.00%	-611.76K
Donald smith	-	-	-579.09K

New Positions

Holder	Shares	% Assets	Change	Value
Philadelphia financial management of san francisco	1.70M	2.82%	1.70M	$23.96M
Aristeia capital	20.42K	0.01%	20.42K	$287.95K
Campbell & co investment adviser	20.39K	0.02%	20.39K	$287.54K
Susquehanna portfolio strategies	20.11K	0.01%	20.11K	$283.61K
Aigen investment management, lp	19.38K	0.05%	19.38K	$257.61K

Sold Out

Holder	Change
Bay harbor wealth management	-2.00
Larson financial group	-3.00
Mendota financial group	-5.00
Tfo-tdc	-7.00
Advisornet financial	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	251	-3.46%	107,120,178	-1.38%	94	1.20%	102	6.25%	91	-16.51%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	4.35M	4.37%	738.00
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	2.05M	2.06%	-
Vanguard Selected Value Inv	1.94M	1.81%	133.44K
iShares Russell 2000 ETF	1.78M	1.79%	-33.81K
Donald Smith & Co. Md-Cap Val Eq	1.94M	1.77%	133.44K
Vanguard Small Cap Index	1.72M	1.73%	-11.66K
Avantis US Small Cap Value ETF	1.71M	1.72%	1.00K
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

Who Owns Navient?

Navient shareholders are primarily institutional investors at 100.03%, followed by 2.64% insiders and -2.67% retail investors. The average institutional ownership in Navient's industry, Credit Services Stocks, is 53.72%, which Navient exceeds.

Who owns the most shares of Navient?

Navient’s largest shareholders are Sherborne investors management lp (29.45M shares, 29.45%), Blackrock (13.94M shares, 12.34%), and Blackrock funding, inc. /de (12.16M shares, 12.16%). Together, they hold 53.94% of Navient’s total shares outstanding.

Does Blackrock own Navient?

Yes, BlackRock owns 12.34% of Navient, totaling 13.94M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 202.98M$. In the last quarter, BlackRock decreased its holdings by -209K shares, a -1.48% change.

Who is Navient’s biggest shareholder by percentage of total assets invested?

Sherborne investors management lp is Navient’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 29.45M Navient shares, valued at 415.24M$.

Who is the top mutual fund holder of Navient shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Navient shares, with 4.37% of its total shares outstanding invested in 4.35M Navient shares.

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