13F Filings History of HENNESSY ADVISORS INC

Latest 13F report
Q3 2025 - 20 Oct 2025
Value $
$2,896,731,940
Signature - Title
Teresa M. Nilsen - President and Chief Operating Officer
Location
Novato, CA
Summary
This page shows a list of all the recent 13F filings made by HENNESSY ADVISORS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HENNESSY ADVISORS INC reported 281 stock holdings with total value $2,896,731,940 as of Q3 2025. Top holdings included CASY, SNEX, MTZ, PRIM, and LDOS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 281 $2,896,731,940 +$1,142,051,955 -$1,283,731,238 -$141,679,283 CASY, SNEX, MTZ, PRIM, LDOS 13F-HR 20 Oct 2025, 15:26
Q2 2025 340 $2,996,787,035 +$492,884,453 -$646,108,633 -$153,224,180 EAT, UGI, CAKE, OSCR, DY 13F-HR 21 Jul 2025, 14:24
Q1 2025 295 $3,003,335,540 +$171,793,773 -$365,976,752 -$194,182,979 EAT, UGI, CAKE, ALK, PTON 13F-HR 16 Apr 2025, 16:35
Q4 2024 306 $3,361,150,690 +$1,670,747,452 -$1,452,648,676 +$218,098,776 PTON, ALK, EAT, NWL, UGI 13F-HR 14 Jan 2025, 18:23
Q3 2024 300 $3,122,765,728 +$278,312,928 -$35,341,024 +$242,971,904 SFM, MOD, ANF, CRS, EME 13F-HR 15 Oct 2024, 18:37
Q2 2024 300 $2,642,170,608 +$553,124,479 -$306,254,310 +$246,870,169 ANF, GAP, SFM, MOD, EME 13F-HR 23 Jul 2024, 14:57
Q1 2024 287 $2,375,048,269 +$370,677,060 -$200,636,030 +$170,041,030 MOD, GAP, FIX, ANF, EME 13F-HR 15 Apr 2024, 17:31
Q4 2023 84 $639,192,659 $0 $0 $0 MOD, STRL, FIX, CRS, AIT New Holdings 14 Mar 2024, 16:56
Q4 2023 302 $1,983,103,234 +$878,021,208 -$404,170,782 +$473,850,426 GAP, MOD, ANF, STRL, COKE 13F-HR 18 Jan 2024, 16:19
Q3 2023 225 $1,426,965,675 +$122,100,792 -$46,846,252 +$75,254,540 SMCI, PBF, PAA, CLH, PAG 13F-HR 18 Oct 2023, 16:54
Q2 2023 225 $1,387,349,332 +$47,216,530 -$68,271,176 -$21,054,646 SMCI, OKE, KMI, LNG, EQT 13F-HR 17 Jul 2023, 17:28
Q1 2023 230 $1,358,086,454 +$163,459,622 -$322,409,596 -$158,949,974 KMI, LNG, BRKA, SRE, ATO 13F-HR 14 Apr 2023, 14:26
Q4 2022 263 $1,520,630,000 +$23,877,389 -$101,922,659 -$78,045,270 KMI, BRKA, ENB, SRE, ATO 13F-HR 20 Jan 2023, 15:02
Q3 2022 271 $1,447,037,000 +$130,544,559 -$283,577,506 -$153,032,947 LNG, KMI, EQT, ENB, BRKA 13F-HR 08 Nov 2022, 08:46
Q2 2022 283 $1,670,791,000 +$67,567,525 -$100,387,132 -$32,819,607 LNG, ATO, ENB, SRE, D 13F-HR 12 Aug 2022, 09:56
Q1 2022 295 $1,907,827,000 +$491,414,933 -$404,894,333 +$86,520,600 KMI, OKE, AA, LNG, SRE 13F-HR 12 May 2022, 13:11
Q4 2021 272 $1,760,866,000 +$412,489,212 -$447,204,844 -$34,715,632 BRKA, ATO, ENB, SO, D 13F-HR 24 Jan 2022, 19:11
Q3 2021 269 $1,675,569,000 +$18,855,507 -$80,506,181 -$61,650,674 LNG, KMI, ATO, ENB, BRKA 13F-HR 12 Oct 2021, 10:36
Q2 2021 271 $1,801,190,000 +$46,783,262 -$26,560,901 +$20,222,361 ENB, LNG, VSTO, KMI, SRE 13F-HR 28 Jul 2021, 15:07
Q1 2021 266 $1,719,130,000 +$387,207,256 -$416,914,541 -$29,707,285 SO, KMI, ATO, SRE, WEC 13F-HR 19 Apr 2021, 16:29
Q4 2020 262 $1,556,982,000 +$328,486,845 -$367,830,547 -$39,343,702 BRKA, ATO, SO, D, WEC 13F-HR 25 Jan 2021, 09:45
Q3 2020 259 $1,437,382,000 +$29,180,410 -$107,742,623 -$78,562,213 NGG, WEC, SRE, D, SO 13F-HR 16 Oct 2020, 17:20
Q2 2020 258 $1,435,899,000 +$26,400,363 -$109,221,445 -$82,821,082 NGG, LNG, ATO, ENB, WEC 13F-HR 20 Jul 2020, 16:48
Q1 2020 268 $1,323,982,000 +$205,419,135 -$381,552,822 -$176,133,687 TRP, NGG, SO, ATO, KMI 13F-HR 14 Apr 2020, 16:02
Q4 2019 281 $1,953,091,000 +$345,161,291 -$449,055,952 -$103,894,661 KMI, ATO, TRP, SO, SRE 13F-HR 14 Jan 2020, 10:14
Q3 2019 276 $1,990,292,000 +$29,820,223 -$131,524,469 -$101,704,246 SO, D, ATO, SRE, KMI 13F-HR 07 Oct 2019, 17:18
Q2 2019 280 $2,086,483,000 +$219,897,564 -$307,687,989 -$87,790,425 SRE, ATO, ENB, LNG, KMI 13F-HR 11 Jul 2019, 10:26
Q1 2019 266 $2,151,948,000 +$217,456,650 -$321,629,563 -$104,172,913 ATO, SRE, SO, LNG, D 13F-HR 08 Apr 2019, 17:15
Q4 2018 272 $2,037,121,000 +$62,813,098 -$385,906,233 -$323,093,135 ATO, ENB, SO, LNG, SRE 13F-HR 14 Jan 2019, 14:54
Q3 2018 276 $2,709,047,000 +$845,511,076 -$1,079,808,656 -$234,297,580 LNG, ATO, D, SRE, SO 13F-HR 10 Oct 2018, 16:11
Q2 2018 274 $2,916,772,000 +$121,192,674 -$331,720,841 -$210,528,167 ENB, HFC, TRP, ATO, NGG 13F-HR 20 Jul 2018, 15:58
Q1 2018 342 $2,975,843,000 +$514,961,957 -$607,527,206 -$92,565,249 NGG, ENB, ATO, LNG, TRP 13F-HR 02 May 2018, 12:13
Q4 2017 333 $3,258,517,000 +$1,017,197,615 -$1,014,987,050 +$2,210,565 LNG, NGG, ENB, KMI, TRP 13F-HR 23 Jan 2018, 10:25
Q3 2017 284 $3,226,647,000 +$64,229,932 -$223,184,839 -$158,954,907 LNG, ENB, KMI, TRP, D 13F-HR 03 Nov 2017, 16:37
Q2 2017 286 $3,252,665,000 +$95,189,349 -$263,325,144 -$168,135,795 LNG, KMI, ENB, TRP, ATO 13F-HR 10 Aug 2017, 11:13
Q1 2017 287 $3,400,657,000 +$476,695,518 -$553,498,305 -$76,802,787 LNG, KMI, ENB, NGG, TRP 13F-HR 27 Apr 2017, 13:49
Q4 2016 274 $3,367,996,000 +$1,233,435,173 -$1,444,619,206 -$211,184,033 D, NGG, LNG, SE, SRE 13F-HR 17 Jan 2017, 14:52
Q3 2016 288 $3,521,410,000 +$591,255,347 -$442,871,955 +$148,383,392 ATO, KMI, SE, LNG, NGG 13F-HR 13 Oct 2016, 16:39
Q2 2016 268 $3,301,072,000 +$153,079,418 -$200,057,804 -$46,978,386 ATO, NGG, SE, D, KMI 13F-HR 04 Aug 2016, 15:11
Q1 2016 277 $3,292,520,000 +$408,269,468 -$480,278,355 -$72,008,887 ATO, TRP, D, SRE, CPGX 13F-HR 21 Apr 2016, 16:02
Q4 2015 283 $3,196,543,000 +$1,008,469,086 -$1,035,298,768 -$26,829,682 ATO, WMB, SE, D, NGG 13F-HR 22 Jan 2016, 16:31
Q3 2015 282 $3,324,312,000 +$544,429,159 -$330,496,923 +$213,932,236 SRE, NGG, D, TRP, SE 13F-HR 20 Oct 2015, 09:53
Q2 2015 288 $3,338,631,000 +$229,526,357 -$281,292,889 -$51,766,532 SE, WMB, D, ENB, KMI 13F-HR 04 Aug 2015, 12:34
Q1 2015 290 $3,474,205,000 +$552,497,520 -$553,886,906 -$1,389,386 WMB, KMI, SE, D, ENB 13F-HR 21 Apr 2015, 14:56
Q4 2014 280 $3,532,109,000 +$553,751,994 -$528,174,012 +$25,577,982 TRP, ENB, KMI, WMB, SE 13F-HR 22 Jan 2015, 15:54
Q3 2014 290 $3,343,110,000 +$338,794,893 -$115,427,957 +$223,366,936 ET, KMI, D, SRE, SE 13F-HR 16 Oct 2014, 16:36
Q2 2014 295 $3,227,722,000 +$494,044,703 -$143,652,032 +$350,392,671 ET, LNG, D, ENB, KMI 13F-HR 15 Jul 2014, 16:25
Q1 2014 307 $2,698,716,000 +$581,181,587 -$392,640,436 +$188,541,151 KMI, LNG, ET, SRE, NGG 13F-HR 24 Apr 2014, 15:31
Q4 2013 323 $2,450,773,000 $0 $0 $0 SE, OKE, KMI, ET, NGG 13F-HR 22 Jan 2014, 17:10