HENNESSY ADVISORS INC (HNNA) Top Institutional Shareholders
HENNESSY ADVISORS INC (HNNA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $11.09M in HNNA holdings during the latest filing period.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of HNNA tracked by InsiderSet, reporting ownership valued at approximately $2.33M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.36M, representing an estimated gain of +1.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed HNNA value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Truffle Hound Capital, Llc, Aegis Financial Corp, and several other long-term asset managers with concentrated positions in HENNESSY ADVISORS INC (HNNA).
This page ranks the largest institutional HNNA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$11.09M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$2.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 238,856 | $2,328,846 | $2,362,286 | +$33,440 | +1.44% | |
| Truffle Hound Capital, Llc | 1.19% | 200,000 | $1,950,000 | $1,978,000 | +$28,000 | +1.44% | |
| Aegis Financial Corp | 0.24% | 141,353 | $1,378,192 | $1,397,981 | +$19,789 | +1.44% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 100,088 | $975,858 | $989,870 | +$14,012 | +1.44% |
| Allworth Financial Lp | 0.00% | 81,380 | $793,455 | $804,848 | +$11,393 | +1.44% | |
| Perigon Wealth Management, Llc | 0.01% | 63,798 | $622,031 | $630,962 | +$8,931 | +1.44% | |
| Dimensional Fund Advisors Lp | 0.00% | 52,677 | $513,601 | $520,976 | +$7,375 | +1.44% | |
| Geode Capital Management, Llc | 0.00% | 51,302 | $500,327 | $507,377 | +$7,050 | +1.41% | |
| Northern Trust Corp | 0.00% | 28,105 | $274,024 | $277,958 | +$3,934 | +1.44% | |
| Vanguard Fiduciary Trust Co | 0.00% | 27,391 | $267,062 | $270,897 | +$3,835 | +1.44% | |
| Bridgeway Capital Management, Llc | 0.00% | 22,011 | $214,607 | $217,689 | +$3,082 | +1.44% | |
| Susquehanna International Group, Llp | 0.00% | 20,424 | $199,134 | $201,993 | +$2,859 | +1.44% | |
| Empowered Funds, Llc | 0.00% | 15,011 | $146,357 | $148,459 | +$2,102 | +1.44% | |
| Quinn Opportunity Partners Llc | 0.01% | 14,917 | $145,441 | $147,529 | +$2,088 | +1.44% | |
| Blackrock, Inc. | 0.00% | 13,594 | $132,542 | $134,445 | +$1,903 | +1.44% | |
| Bank Of America Corp | 0.00% | 13,500 | $131,625 | $133,515 | +$1,890 | +1.44% | |
| Net Worth Advisory Group | 0.03% | 12,860 | $125,386 | $127,185 | +$1,799 | +1.44% | |
| Navellier & Associates Inc | 0.01% | 11,894 | $115,967 | $117,632 | +$1,665 | +1.44% | |
| Citadel Advisors Llc | 0.00% | 10,932 | $106,587 | $108,117 | +$1,530 | +1.44% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,539 | $102,756 | $104,231 | +$1,475 | +1.44% | |
| Ubs Group Ag | 0.00% | 3,701 | $36,085 | $36,603 | +$518 | +1.44% | |
| Jones Financial Companies Lllp | 0.00% | 1,347 | $12,810 | $13,322 | +$512 | +4.00% | |
| Caldwell Sutter Capital, Inc. | 0.00% | 505 | $4,924 | $4,994 | +$70 | +1.43% | |
| Massmutual Private Wealth & Trust, Fsb | 0.00% | 500 | $4,875 | $4,945 | +$70 | +1.44% | |
| Tower Research Capital Llc (Trc) | 0.00% | 376 | $3,666 | $3,719 | +$53 | +1.44% | |
| Clarity Asset Management, Inc. | 0.00% | 71 | $694 | $702 | +$8 | +1.18% | |
| Gsa Capital Partners Llp | 0.01% | 11,077 | $108 | $109,552 | +$109,444 | +101336.60% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,062 | $98 | $99,513 | +$99,415 | +101444.06% | |
| Citigroup Inc | 0.00% | 5 | $49 | $49 | +$0 | +0.92% | |
| Morgan Stanley | 0.00% | 1 | $13 | $10 | -$3 | -23.92% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1 | $10 | $10 | -$0 | -1.10% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $9 | $10 | +$1 | +9.89% | |
| Capital Advisors, Ltd. Llc | 0.00% | 54 | $1 | $534 | +$533 | +53306.00% |
Frequently asked questions about HNNA
Who owns the most HNNA stock?
The largest holders of HNNA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HENNESSY ADVISORS INC (HNNA).
Is HNNA widely held by superinvestors?
Many widely followed stocks like HNNA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HNNA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.