Hennessy Advisors, Inc. Common Stock — Institutional Ownership

Which tracked institutions hold HNNA, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

8
Funds holding
$507475
Total value held
Buying
3 added/new · 2 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $200726 19776 +6182 +45.48%
2 Bank Of America Corp /De/ $154412 15213 +1713 +12.69%
3 Northern Trust Corp $152240 14999 -13106 -46.63%
4 Barclays Plc $61 6 +6 NEW BUY
5 Morgan Stanley $15 1 Held
6 Pnc Financial Services Group, Inc. $10 1 Held
7 Citigroup Inc $10 1 Held
8 Wells Fargo & Company/Mn $1 0 -1 -100.00%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.