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Hennessy Advisors, Inc. (HNNA) institutional ownership

Latest close $9.95 Jul 21, 2026
Market cap$97M 52-week range 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
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
1 of 1

Hennessy Advisors, Inc. (HNNA) activist and large shareholders

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
1 of 1

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.