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Hennessy Advisors, Inc. (HNNA) institutional ownership

Market cap$97M SectorFinancial Services
Funds holding · Q1 2026
22
reported HNNA position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
14 buyers · 8 sellers

Hennessy Advisors, Inc. (HNNA) price and institutional activity

Dates

Q1 2026

$0 bought by 14 investors
Truffle Hound Capital, LLCVanguard +12 more
$0 sold by 8 investors
Navellier & Associates IncBank of America Corp +6 more
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Bought Sold Totals per quarter; hover a bar for the names.

Hennessy Advisors, Inc. (HNNA) institutional activity · 22

Investor Type Est. change Change Δ Own Date
Truffle Hound Capital, LLC · Added
Change +40K Date Q1 2026
Truffle Hound Capital, LLC Added· Q1 2026 +40K Q1 2026
Navellier & Associates Inc · Reduced
Change −28K Date Q1 2026
Navellier & Associates Inc Reduced· Q1 2026 −28K Q1 2026
Vanguard · Added
Change +11K Date Q1 2026
Vanguard Added· Q1 2026 +11K Q1 2026
Concurrent Investment Advisors, LLC · New
Change +11K Date Q1 2026
Concurrent Investment Advisors, LLC New· Q1 2026 +11K Q1 2026
Bank of America Corp · Reduced
Change −10K Date Q1 2026
Bank of America Corp Reduced· Q1 2026 −10K Q1 2026
Susquehanna International Group, LLP · Added
Change +9K Date Q1 2026
Susquehanna International Group, LLP Added· Q1 2026 +9K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −6K −35.3% Q1 2026
Geode · Reduced
Change −5K Date Q1 2026
Geode Reduced· Q1 2026 −5K Q1 2026
Renaissance Technologies LLC Added· Q1 2026 +5K +4.9% Q1 2026
Dimensional · Added
Change +4K Date Q1 2026
Dimensional Added· Q1 2026 +4K Q1 2026
UBS Group AG · Added
Change +3K Date Q1 2026
UBS Group AG Added· Q1 2026 +3K Q1 2026
Bridgeway Capital Management, LLC · Added
Change +2K Date Q1 2026
Bridgeway Capital Management, LLC Added· Q1 2026 +2K Q1 2026
Empowered Funds, LLC · Added
Change +2K Date Q1 2026
Empowered Funds, LLC Added· Q1 2026 +2K Q1 2026
BlackRock · Added
Change +1K Date Q1 2026
BlackRock Added· Q1 2026 +1K Q1 2026
Net Worth Advisory Group · Reduced
Change −508 Date Q1 2026
Net Worth Advisory Group Reduced· Q1 2026 −508 Q1 2026
Data through Q1 2026 · filed May 15, 2026
15 of 22

Famous investor activity in Hennessy Advisors, Inc. (HNNA)

Hennessy Advisors, Inc. (HNNA) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Fahy Kathryn · Officer Sell −$100K
Price $10.00 Qty −10K Owned 61K Trade date May 11, 2026 Filed date May 12, 2026
Fahy Kathryn Officer Sell $10.00 −10K −$100K 61K May 11, 2026 May 12, 2026
Newton Kiera · Director Sell −$5K
Price $9.35 Qty −571 Owned 16K Trade date Dec 30, 2025 Filed date Dec 31, 2025
Newton Kiera Director Sell $9.35 −571 −$5K 16K Dec 30, 2025 Dec 31, 2025
Steadman Daniel B. · Officer, Other Gift (G) -750
Owned 37K Trade date Dec 26, 2025 Filed date Dec 29, 2025
Steadman Daniel B. Officer, Other Gift (G) -750 37K Dec 26, 2025 Dec 29, 2025
Hennessy Brian A. · Director Gift (G) -5K
Owned 229K Trade date Dec 19, 2025 Filed date Dec 22, 2025
Hennessy Brian A. Director Gift (G) -5K 229K Dec 19, 2025 Dec 22, 2025
Fahy Kathryn · Officer Gift (G) -2K
Owned 71K Trade date Dec 10, 2025 Filed date Dec 11, 2025
Fahy Kathryn Officer Gift (G) -2K 71K Dec 10, 2025 Dec 11, 2025
Steadman Daniel B. · Officer, Other 2 operations 0
Owned 2K Trade date Dec 8, 2025 Filed date Dec 9, 2025
Steadman Daniel B. Officer, Other 2 operations 0 2K Dec 8, 2025 Dec 9, 2025
Newton Kiera · Director Sell −$4K
Price $10.73 Qty −390 Owned 17K Trade date Sep 29, 2025 Filed date Sep 29, 2025
Newton Kiera Director Sell $10.73 −390 −$4K 17K Sep 29, 2025 Sep 29, 2025
Newton Kiera · Director Sell −$33
Price $11.00 Qty −3 Owned 17K Trade date Sep 23, 2025 Filed date Sep 25, 2025
Newton Kiera Director Sell $11.00 −3 −$33 17K Sep 23, 2025 Sep 25, 2025
Hennessy Neil J. · Director, Officer, 10% Owner Tax withholding or exercise payment (F) -$100K
Price $11.08 Qty -9K Owned 2.1M Trade date Sep 18, 2025 Filed date Sep 19, 2025
Hennessy Neil J. Director, Officer, 10% Owner Tax withholding or exercise payment (F) $11.08 -9K -$100K 2.1M Sep 18, 2025 Sep 19, 2025
Hennessy Neil J. · Director, Officer, 10% Owner Grant (A) 20K
Owned 2.1M Trade date Sep 18, 2025 Filed date Sep 19, 2025
Hennessy Neil J. Director, Officer, 10% Owner Grant (A) 20K 2.1M Sep 18, 2025 Sep 19, 2025
Nilsen Teresa M. · Director, Officer Tax withholding or exercise payment (F) -$100K
Price $11.08 Qty -9K Owned 151K Trade date Sep 18, 2025 Filed date Sep 19, 2025
Nilsen Teresa M. Director, Officer Tax withholding or exercise payment (F) $11.08 -9K -$100K 151K Sep 18, 2025 Sep 19, 2025
Nilsen Teresa M. · Director, Officer Grant (A) 20K
Owned 160K Trade date Sep 18, 2025 Filed date Sep 19, 2025
Nilsen Teresa M. Director, Officer Grant (A) 20K 160K Sep 18, 2025 Sep 19, 2025
Steadman Daniel B. · Officer, Other Tax withholding or exercise payment (F) -$33K
Price $11.08 Qty -3K Owned 38K Trade date Sep 18, 2025 Filed date Sep 19, 2025
Steadman Daniel B. Officer, Other Tax withholding or exercise payment (F) $11.08 -3K -$33K 38K Sep 18, 2025 Sep 19, 2025
Steadman Daniel B. · Officer, Other Grant (A) 9K
Owned 41K Trade date Sep 18, 2025 Filed date Sep 19, 2025
Steadman Daniel B. Officer, Other Grant (A) 9K 41K Sep 18, 2025 Sep 19, 2025
Fahy Kathryn · Officer Tax withholding or exercise payment (F) -$45K
Price $11.08 Qty -4K Owned 73K Trade date Sep 18, 2025 Filed date Sep 19, 2025
Fahy Kathryn Officer Tax withholding or exercise payment (F) $11.08 -4K -$45K 73K Sep 18, 2025 Sep 19, 2025
15 of 29
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Hennessy Advisors, Inc. (HNNA) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Seaport Global Asset Management LLC 409K
% of shares outstanding 5.2% Filing date Feb 3, 2026
Seaport Global Asset Management LLC 409K 5.2% Feb 3, 2026
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Hennessy Advisors, Inc. (HNNA) ownership FAQ

Who owns HNNA?

22 reporting institutions disclosed HNNA position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.