Hennessy Advisors, Inc. Common Stock — Institutional Ownership

Which tracked institutions hold HNNA, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

7
Funds holding
$538230
Total value held
Selling
2 added/new · 4 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Northern Trust Corp $274024 28105 -195 -0.69%
2 Blackrock, Inc. $132542 13594 +1096 +8.77%
3 Bank Of America Corp /De/ $131625 13500 -9576 -41.50%
4 Morgan Stanley $13 1 Held
5 Pnc Financial Services Group, Inc. $10 1 -129 -99.23%
6 Citigroup Inc $10 1 NEW BUY
7 Wells Fargo & Company/Mn $6 1 -749 -99.87%

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