HENNESSY ADVISORS INC HNNA
$9.99
-2.5% 52w: $8.59 – $12.24
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data8.5910.4112.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
33
+4 QoQ
13F value
$11.3M
+6.2% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HNNA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 238.9K | $2.3M | 0.0% | — |
| Truffle Hound Capital, LLC ★2 | Fundamental diversified | 200.0K | $1.9M | 1.2% | +25.0% |
| AEGIS FINANCIAL CORP ★3 | Fundamental concentrated | 141.4K | $1.4M | 0.2% | Held |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 100.1K | $976K | 0.0% | +4.9% |
| Allworth Financial LP | Wealth advisor | 81.4K | $793K | 0.0% | Held |
| Perigon Wealth Management, LLC | Wealth advisor | 63.8K | $622K | 0.0% | Held |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 52.7K | $514K | 0.0% | +7.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 51.3K | $500K | 0.0% | -9.2% |
| NORTHERN TRUST CORP | Index provider | 28.1K | $274K | 0.0% | -0.7% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 27.4K | $267K | 0.0% | — |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 22.0K | $215K | 0.0% | +9.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 20.4K | $199K | 0.0% | +79.1% |
| Empowered Funds, LLC | Diversified mechanical | 15.0K | $146K | 0.0% | New |
| Quinn Opportunity Partners LLC | Other | 14.9K | $145K | 0.0% | Held |
| BlackRock, Inc. | Index provider | 13.6K | $133K | 0.0% | +8.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 13.5K | $132K | 0.0% | -41.5% |
| Net Worth Advisory Group | Wealth advisor | 12.9K | $125K | 0.0% | -3.8% |
| NAVELLIER & ASSOCIATES INC | Other | 11.9K | $116K | 0.0% | -70.5% |
| GSA CAPITAL PARTNERS LLP | Diversified mechanical | 11.1K | $108K | 0.0% | Held |
| CITADEL ADVISORS LLC | Multistrat pod | 10.9K | $107K | 0.0% | -35.3% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 10.5K | $103K | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 10.1K | $98K | 0.0% | Held |
| UBS Group AG | Bank broker | 3.7K | $36K | 0.0% | +335.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.3K | $13K | 0.0% | +28.7% |
| CALDWELL SUTTER CAPITAL, INC. | Other | 505 | $5K | 0.0% | Held |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 500 | $5K | 0.0% | New |
| Tower Research Capital LLC (TRC) | Market maker | 376 | $4K | 0.0% | -15.5% |
| Capital Advisors, Ltd. LLC | Wealth advisor | 54 | $1K | 0.0% | Held |
| Clarity Asset Management, Inc. | Wealth advisor | 71 | $694 | 0.0% | +1.4% |
| CITIGROUP INC | Bank broker | 5 | $49 | 0.0% | +400.0% |
| MORGAN STANLEY | Bank broker | 1 | $13 | 0.0% | Held |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1 | $10 | 0.0% | -99.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1 | $9 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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