HNNA Institutional Ownership & Shareholders
HENNESSY ADVISORS INC (HNNA) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of HNNA tracked by InsiderSet, reporting ownership valued at approximately $2.42M in its June 30, 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 $2.45M, representing an estimated gain of +0.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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
30
Total Reported Value
$11.19M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$2.42M
Insider Transactions (90d)
21
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 238,662 | $2,422,419 | $2,446,286 | +$23,867 | +0.99% | |
| Truffle Hound Capital, Llc | 1.28% | 200,000 | $2,030,000 | $2,050,000 | +$20,000 | +0.99% | |
| Aegis Financial Corp | 0.27% | 170,768 | $1,733,295 | $1,750,372 | +$17,077 | +0.99% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 97,688 | $991,533 | $1,001,302 | +$9,769 | +0.99% |
| Allworth Financial Lp | 0.00% | 81,380 | $826,007 | $834,145 | +$8,138 | +0.99% | |
| Geode Capital Management, Llc | 0.00% | 58,540 | $594,329 | $600,035 | +$5,706 | +0.96% | |
| Dimensional Fund Advisors Lp | 0.00% | 53,469 | $542,711 | $548,057 | +$5,346 | +0.99% | |
| Vanguard Fiduciary Trust Co | 0.00% | 27,585 | $279,988 | $282,746 | +$2,758 | +0.99% | |
| Bridgeway Capital Management, Llc | 0.00% | 23,551 | $239,043 | $241,398 | +$2,355 | +0.99% | |
| Susquehanna International Group, Llp | 0.00% | 21,611 | $219,352 | $221,513 | +$2,161 | +0.99% | |
| Blackrock, Inc. | 0.00% | 19,776 | $200,726 | $202,704 | +$1,978 | +0.99% | |
| Net Worth Advisory Group | 0.05% | 18,453 | $191,726 | $189,143 | -$2,583 | -1.35% | |
| Empowered Funds, Llc | 0.00% | 16,551 | $167,993 | $169,648 | +$1,655 | +0.99% | |
| Bank Of America Corp | 0.00% | 15,213 | $154,412 | $155,933 | +$1,521 | +0.99% | |
| Northern Trust Corp | 0.00% | 14,999 | $152,240 | $153,740 | +$1,500 | +0.99% | |
| Quinn Opportunity Partners Llc | 0.01% | 14,917 | $151,408 | $152,899 | +$1,491 | +0.98% | |
| Citadel Advisors Llc | 0.00% | 12,980 | $131,747 | $133,045 | +$1,298 | +0.99% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,851 | $108,836 | $111,223 | +$2,387 | +2.19% | |
| Next Level Wealth Planning, Llc | 0.01% | 2,553 | $25,607 | $26,168 | +$561 | +2.19% | |
| Jones Financial Companies Lllp | 0.00% | 1,347 | $13,901 | $13,807 | -$94 | -0.68% | |
| Caldwell Sutter Capital, Inc. | 0.00% | 505 | $5,126 | $5,176 | +$50 | +0.98% | |
| Massmutual Private Wealth & Trust, Fsb | 0.00% | 500 | $5,015 | $5,125 | +$110 | +2.19% | |
| Fortitude Family Office, Llc | 0.00% | 240 | $2,407 | $2,460 | +$53 | +2.20% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,062 | $102 | $103,136 | +$103,034 | +101013.24% | |
| Barclays Plc | 0.00% | 6 | $61 | $62 | +$1 | +0.82% | |
| Morgan Stanley | 0.00% | 1 | $15 | $10 | -$5 | -31.67% | |
| Citigroup Inc | 0.00% | 1 | $10 | $10 | +$0 | +2.50% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1 | $10 | $10 | +$0 | +2.50% | |
| Capital Advisors, Ltd. Llc | 0.00% | 54 | $1 | $554 | +$553 | +55250.00% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $1 | — | — | — |
Frequently asked questions about HNNA
Who are the largest institutional holders of HNNA?
The largest institutional holders of HNNA reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Truffle Hound Capital, Llc, Aegis Financial Corp, Renaissance Technologies LLC, and Allworth Financial Lp. InsiderSet ranks institutional holders by their latest reported HNNA position.
What is HNNA institutional ownership?
This page tracks HNNA positions reported by institutional investment managers through SEC Form 13F. HENNESSY ADVISORS INC (HNNA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HNNA?
InsiderSet currently tracks 30 institutional managers reporting HNNA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HNNA shareholders.
How much HNNA stock do institutions own?
Institutional investment managers disclosed approximately $11.19M in HNNA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HNNA institutional ownership last updated?
The latest HNNA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HNNA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HNNA position after the reporting date.
Are institutions buying or selling HNNA?
Institutional buying and selling can be analyzed by comparing HNNA positions across consecutive 13F reporting periods. InsiderSet's HNNA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HNNA ownership changes.
How has HNNA institutional ownership changed over time?
InsiderSet tracks HNNA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.