Who Owns HENNESSY ADVISORS INC (HNNA)? -- Institutional Holders (2026-06-30)

33 institutions reported holding $12.0M of HENNESSY ADVISORS INC (HNNA) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANGUARD GROUP INC ($2.7M), Truffle Hound Capital, LLC ($2.0M), AEGIS FINANCIAL CORP ($1.7M), RENAISSANCE TECHNOLOGIES LLC ($991,533), Allworth Financial LP ($826,007). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VANGUARD GROUP INC$2.7M266,247Hold
2Truffle Hound Capital, LLC$2.0M200,000Hold
3AEGIS FINANCIAL CORP$1.7M170,768Added
4RENAISSANCE TECHNOLOGIES LLC$991,53397,688Trimmed
5Allworth Financial LP$826,00781,380Hold
6Perigon Wealth Management, LLC$647,55063,798Hold
7GEODE CAPITAL MANAGEMENT, LLC$594,32958,540Added
8DIMENSIONAL FUND ADVISORS LP$542,71153,469Added
9BRIDGEWAY CAPITAL MANAGEMENT, LLC$239,04323,551Added
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$219,35221,611Added
11Concurrent Investment Advisors, LLC$217,16221,396Added
12BlackRock, Inc.$200,72619,776Added
13Empowered Funds, LLC$167,99316,551Added
14BANK OF AMERICA CORP /DE/$154,41215,213Added
15NORTHERN TRUST CORP$152,24014,999Trimmed
16Quinn Opportunity Partners LLC$151,40814,917Hold
17CITADEL ADVISORS LLC$131,74712,980Added
18Net Worth Advisory Group$123,55412,173Trimmed
19Cambridge Investment Research Advisors, Inc.$102,00010,062Hold
20JONES FINANCIAL COMPANIES LLLP$13,9011,347Hold
21CALDWELL SUTTER CAPITAL, INC.$5,126505Hold
22MassMutual Private Wealth & Trust, FSB$5,075500Hold
23Capital Advisors, Ltd. LLC$1,00054Hold
24BARCLAYS PLC$616New
25MORGAN STANLEY$151Hold

Source: SEC Form 13F filings · as of 2026-06-30