HENNESSY ADVISORS INC

Watch

Share

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

HNNA (HENNESSY ADVISORS INC) is held by 18 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.

18

Holders

(2 Elite)

$6.5M

Total Value

60% (15)

Consensus

9 buying - 6 selling

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

Smart Money Verdict

View all

Loading verdict

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 18 funds

2 elite

Who's Trading

Source dates: Price Aug 31, 2026 · Insiders Dec 31, 2025 · Activists Feb 3, 2026 · Congress none

ActivistSGSeaport Global Asset Management LLC5.2%Feb 3, 2026

InsiderNKNewton KieraSell $5KDec 30, 2025

InsiderNKNewton KieraSell $4KSep 29, 2025

Checking access…

View all insider tradesView all activist filings

Top Holders

Top Holders (18)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	238,662(-0.1%)	$2.4M	0.0%	+7.15%	0
RENAISSANCE TECHNOLOGIES LLC	Decreased	97,688(-2.4%)	$991,533	0.0%	+50.88%	0
Allworth Financial LP	Unchanged	81,380	$826,007	0.0%	+1.80%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	58,540(+14.1%)	$594,329	0.0%	+22.63%	19
DIMENSIONAL FUND ADVISORS LP	Increased	53,469(+1.5%)	$542,711	0.0%	+52.14%	25
VFVANGUARD FIDUCIARY TRUST CO	Increased	27,585(+0.7%)	$279,988	0.0%	+7.11%	23
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	21,611(+5.8%)	$219,352	0.0%	+12.16%	17
BlackRock, Inc.	Increased	19,776(+45.5%)	$200,726	0.0%	-6.87%	21
Empowered Funds, LLC	Increased	16,551(+10.3%)	$167,993	0.0%	—	25
BANK OF AMERICA CORP /DE/	Increased	15,213(+12.7%)	$154,412	0.0%	-0.18%	17
NORTHERN TRUST CORP	Decreased	14,999(-46.6%)	$152,240	0.0%	+25.01%	0
CITADEL ADVISORS LLC	Increased	12,980(+18.7%)	$131,747	0.0%	+2.66%	18
JONES FINANCIAL COMPANIES LLLP	Unchanged	1,347	$13,901	0.0%	+5.47%	0
BARCLAYS PLC	New	6	$61	0.0%	+1.42%	17
MORGAN STANLEY	Unchanged	1	$15	0.0%	+10.47%	0
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	1	$10	0.0%	+10.47%	0
CITIGROUP INC	Decreased	1(-80.0%)	$10	0.0%	+7.80%	0
WELLS FARGO & COMPANY/MN	Decreased	0(-100.0%)	$1	0.0%	+13.68%	0
UBS Group AG	Exited	0(-100.0%)	$36,085	0.0%	+6.38%	0
Farther Finance Advisors, LLC	New	0	$0	0.0%	+1.42%	17

Showing 1-20 of 20

Per page:

HNNAHENNESSY ADVISORS INC

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC

419 holders · $439.6B

JPMJPMORGAN CHASE & CO

405 holders · $558.4B

MAMASTERCARD INCORPORATED

401 holders · $346.2B

BACBANK OF AMER CORP

393 holders · $275B

BRK/BBERKSHIRE HATHAWAY INC DEL

387 holders · $401.1B

SPGIS&P GLOBAL INC

377 holders · $90.6B

MSMORGAN STANLEY

373 holders · $260.4B

WFCWELLS FARGO & CO

373 holders · $179.2B

COFCAPITAL ONE FINL CORP

371 holders · $95.7B

AXPAMERICAN EXPRESS CO

370 holders · $176B

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