HENNESSY ADVISORS INC COM

HENNESSY ADVISORS INC COM is a security (CUSIP 425885100) tracked across SEC portfolio filings. 32 institutional managers reported $10.9M on Form 13F as of 2026-06-30; 4 registered fund positions totaling $1.9M via N-PORT as of 2026-03-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 32 managers by value.

ManagerLocationValueShares
VANGUARD GROUP INCValley Forge, PA$2.4M255,140
Truffle Hound Capital, LLCBETHESDA, MD$1.9M200,000
AEGIS FINANCIAL CORPMc Lean, VA$1.4M141,353
RENAISSANCE TECHNOLOGIES LLCNEW YORK, NY$976K100,088
Allworth Financial LPFOLSOM, CA$793K81,380
Perigon Wealth Management, LLCSAN FRANCISCO, CA$622K63,798
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$514K52,677
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$500K51,302
NORTHERN TRUST CORPCHICAGO, IL$274K28,105
Concurrent Investment Advisors, LLCTampa, FL$217K21,396
BRIDGEWAY CAPITAL MANAGEMENT, LLCHOUSTON, TX$215K22,011
SUSQUEHANNA INTERNATIONAL GROUP, LLPBALA CYNWYD, PA$199K20,424
Empowered Funds, LLCHAVERTOWN, PA$146K15,011
Quinn Opportunity Partners LLCCHARLOTTESVILLE, VA$145K14,917
BlackRock, Inc.New York, NY$133K13,594

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Aegis Value FundAegis Funds$1.4M10.59%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$499K0.06%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$32K0.01%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$27K0.00%

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