Hennessy Advisors, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 259.11 K | $2.73 M | -3.19% | 3.33% |
| TRUFFLE HOUND CAPITAL, LLC | 11/06/2025 | 150.86 K | $1.58 M | 241.84% | 1.94% |
| AEGIS FINANCIAL CORP | 11/12/2025 | 141.35 K | $1.48 M | 0.00% | 1.82% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 95.79 K | $1.00 M | 2.13% | 1.23% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 81.38 K | $856.93 K | 0.00% | 1.05% |
| REDHAWK WEALTH ADVISORS, INC. | 10/09/2025 | 75.31 K | $791.40 K | 9.79% | 0.97% |
| NAVELLIER & ASSOCIATES INC | 11/06/2025 | 73.65 K | $769.62 K | 72.24% | 0.95% |
| PERIGON WEALTH MANAGEMENT, LLC | 10/17/2025 | 63.80 K | $671.79 K | 0.00% | 0.82% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 54.61 K | $575.13 K | 5.22% | 0.70% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 47.83 K | $503.63 K | -23.75% | 0.61% |
| NORTHERN TRUST CORP | 11/14/2025 | 27.58 K | $288.26 K | -16.86% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 26.55 K | $279.60 K | 108.52% | 0.34% |
| CITADEL ADVISORS LLC | 11/14/2025 | 20.66 K | $217.58 K | 100.00% | 0.27% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 18.51 K | $194.95 K | 8.52% | 0.24% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 10/28/2025 | 15.07 K | $158.70 K | 0.00% | 0.19% |
| QUINN OPPORTUNITY PARTNERS LLC | 11/13/2025 | 14.92 K | $155.88 K | 0.00% | 0.19% |
| NET WORTH ADVISORY GROUP | 10/15/2025 | 13.38 K | $139.86 K | -3.81% | 0.17% |
| BLACKROCK, INC. | 11/12/2025 | 13.10 K | $136.93 K | 8.45% | 0.17% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 11.51 K | $121.24 K | 14.45% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 10.06 K | $105.00 K | 0.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 9.58 K | $100.07 K | -6.63% | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 1.05 K | $11.29 K | 252.53% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 750 | $7.84 K | -0.13% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 505 | $5.28 K | 0.00% | 0.01% |
| CLARITY ASSET MANAGEMENT, INC. | 10/27/2025 | 69 | $723 | 1.47% | 0.00% |
| CAPITAL ADVISORS, LTD. LLC | 10/16/2025 | 54 | $1.00 K | 0.00% | 0.00% |
| HERON BAY CAPITAL MANAGEMENT | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
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Hennessy Advisors, Inc. institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of Hennessy Advisors, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 259,109
Truffle Hound Capital, LLC: 150,857
AEGIS FINANCIAL CORP: 141,353
RENAISSANCE TECHNOLOGIES LLC: 95,788
Allworth Financial LP: 81,380
Redhawk Wealth Advisors, Inc.: 75,314
14.71% of Hennessy Advisors, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.48 M shares in the last 24 months. This purchase volume represents approximately $14.54 M in transactions.