HNNA Hennessy Advisors Inc.

OBB
$10.19

Hennessy Advisors Inc. (HNNA) Institutional Ownership

What the institutions did with HNNA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
14
filed both this quarter and last
Managers holding
10
-2 on the quarter
Buyers
3
2 opened new
Sellers
7
4 sold out entirely
Buyer share
30.0%
of managers who traded it
Breadth
-40.0
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Allworth Financial LP 81.4K 34.5%
GEODE CAPITAL MANAGEMENT, LLC 58.1K 24.7%
DIMENSIONAL FUND ADVISORS LP 53.5K 22.7%
Net Worth Advisory Group 18.5K 7.8%
Concurrent Investment Advisors, LLC 10.9K 4.6%
Cambridge Investment Research Advisors, Inc. 10.1K 4.3%
Next Level Wealth Planning, LLC 2.6K 1.1%
MassMutual Private Wealth & Trust, FSB 500 0.2%
Fortitude Family Office, LLC 240 0.1%
Capital Advisors, Ltd. LLC 54 0.0%

Largest changes

Manager Action Previous Current Change
Perigon Wealth Management, LLC Sold Out 63.8K 0 -63.8K
Concurrent Investment Advisors, LLC Reduced 21.4K 10.9K -10.5K
Cambridge Investment Research Advisors, Inc. Reduced 20.1K 10.1K -10.1K
Net Worth Advisory Group Increased 12.2K 18.5K +6.3K
Next Level Wealth Planning, LLC New 0 2.6K +2.6K
GEODE CAPITAL MANAGEMENT, LLC Reduced 58.5K 58.1K -420
Fortitude Family Office, LLC New 0 240 +240
BARCLAYS PLC Sold Out 6 0 -6
PNC FINANCIAL SERVICES GROUP, INC. Sold Out 1 0 -1
CITIGROUP INC Sold Out 1 0 -1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.