HENNESSY ADVISORS INC

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HNNA·425885100·US·Common Stock·Financial Services - Asset Management-13D/G

HNNA (HENNESSY ADVISORS INC) is held by 19 institutional investors as of Q2 2026. Largest holders: VANGUARD CAPITAL MANAGEMENT LLC ($2.4M), RENAISSANCE TECHNOLOGIES LLC ($991,533), Allworth Financial LP ($826,007). Net institutional sentiment: Mixed.

19

Holders

(2 Elite)

$6.7M

Total Value

63% (16)

Consensus

10 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)56

Insider (Form 4)37

Activist (13D/13G)53

Congressional (STOCK Act)46

Holder Quality

16

★★★★★

Elite

46

★★★★

Strong

24

★★★

Solid

62

★★

Below

31

★

Weak

Held by 19 funds

2 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders Oct 1, 2026 · Activists Feb 3, 2026 · Congress none

InsiderSBSTEADMAN DANIEL BGift 2K shSep 30, 2026

InsiderNKNewton KieraSell $5KSep 29, 2026

InsiderSLSEAVEY THOMAS LSell $19KSep 24, 2026

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Top Holders

Top Holders (19)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	238,662(-0.1%)	$2.4M	0.0%	+8.31%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	97,688(-2.4%)	$991,533	0.0%	+47.94%	0
Allworth Financial LP	Unchanged	81,380	$826,007	0.0%	+2.91%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	58,540(+14.1%)	$594,329	0.0%	+25.48%	19
DIMENSIONAL FUND ADVISORS LP	Increased	53,469(+1.5%)	$542,711	0.0%	+38.73%	25
VFVANGUARD FIDUCIARY TRUST CO	Increased	27,585(+0.7%)	$279,988	0.0%	+8.27%	23
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	21,611(+5.8%)	$219,352	0.0%	+13.38%	17
BlackRock, Inc.	Increased	19,776(+45.5%)	$200,726	0.0%	+9.68%	21
Empowered Funds, LLC	Increased	16,551(+10.3%)	$167,993	0.0%	+7.75%	25
BANK OF AMERICA CORP /DE/	Increased	15,213(+12.7%)	$154,412	0.0%	+23.65%	17
NORTHERN TRUST CORP	Decreased	14,999(-46.6%)	$152,240	0.0%	+26.37%	0
CITADEL ADVISORS LLC	Increased	12,980(+18.7%)	$131,747	0.0%	+3.77%	18
JONES FINANCIAL COMPANIES LLLP	Unchanged	1,347	$13,901	0.0%	+6.62%	0
BARCLAYS PLC	New	6	$61	0.0%	+2.52%	17
MORGAN STANLEY	Unchanged	1	$15	0.0%	+11.67%	0
CITIGROUP INC	Decreased	1(-80.0%)	$10	0.0%	+8.97%	0
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	1	$10	0.0%	+11.67%	0
WELLS FARGO & COMPANY/MN	Decreased	0(-100.0%)	$1	0.0%	+14.89%	0
UBS Group AG	Exited	0(-100.0%)	$36,085	0.0%	+6.38%	0
Farther Finance Advisors, LLC	New	0	$0	0.0%	0.00%	17

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HNNAHENNESSY ADVISORS INC

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer