Navient Ownership | Who Owns Navient?


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Navient Ownership Summary


Navient is owned by 97.25% institutional investors, 2.40% insiders, and 0.35% retail investors. Sherborne investors management lp is the largest institutional shareholder, holding 26.06% of NAVI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.70% of its assets in Navient shares.

NAVI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockNavient97.25%2.40%0.35%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryCredit Services Stocks49.87%8.04%42.08%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Sherborne investors management lp29.45M26.06%$428.79M
Blackrock13.94M12.34%$202.98M
Vanguard group9.73M8.61%$141.64M
Dimensional fund advisors lp9.27M8.20%$134.90M
Lsv asset management5.44M4.82%$79.24M
State street3.46M3.06%$50.38M
Donald smith2.80M2.48%$40.79M
Geode capital management1.94M1.71%$28.20M
Jacobs levy equity management1.65M1.46%$23.98M
Goldman sachs group1.59M1.41%$23.22M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Sherborne investors management lp29.45M100.00%$428.79M
Stadium capital management318.79K5.11%$4.64M
Chou associates management264.25K2.75%$3.85M
Donald smith2.80M1.04%$40.79M
Denali advisors141.30K0.56%$2.06M
Gator capital management69.19K0.51%$1.01M
Clearalpha technologies lp65.49K0.32%$953.49K
Bridgeway capital management871.82K0.30%$12.69M
Edgestream partners343.02K0.24%$4.99M
Kendall capital management47.24K0.23%$687.89K

Top Buyers

HolderShares% AssetsChange
Fmr1.52M0.00%815.94K
Goldman sachs group1.59M0.00%449.64K
Wellington management group llp884.71K0.00%374.22K
Deutsche bank ag\334.98K0.00%294.94K
Orbis allan gray1.23M0.11%231.72K

Top Sellers

HolderShares% AssetsChange
Allianz asset management gmbh85.36K0.00%-1.40M
Lombard odier asset management (usa)---1.20M
Donald smith2.80M1.04%-785.94K
Millennium management33.50K0.00%-365.00K
Invesco864.65K0.00%-337.37K

New Positions

HolderShares% AssetsChangeValue
Marshall wace, llp159.80K0.00%159.80K$2.33M
Schonfeld strategic advisors155.87K0.01%155.87K$2.27M
Corebridge financial46.83K0.00%46.83K$681.77K
Mirae asset global etfs42.30K0.00%42.30K$615.92K
Two sigma advisers, lp41.20K0.00%41.20K$599.87K

Sold Out

HolderChange
Tfo-tdc-7.00
Advisornet financial-11.00
Fortitude family office-20.00
Northwestern mutual wealth management-20.00
Ashton thomas private wealth-36.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024249-1.58%105,026,701-1.96%971.08%93-8.82%974.30%
Jun 30, 2024251-3.46%107,120,178-1.38%941.20%1026.25%91-16.51%
Mar 31, 2024260-2.62%108,623,146-0.76%891.06%96-2.04%1094.81%
Dec 31, 20232670.75%109,450,219-1.41%911.15%983.16%104-1.89%
Sep 30, 2023265-1.12%111,018,303-3.64%891.09%95-6.86%1067.07%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.04M4.70%5.30K
Donald Smith & Co. All Eq Accounts Comp3.55M3.25%773.67K
Vanguard Total Stock Mkt Idx Inv2.54M2.37%3.94K
DFA US Small Cap Value I2.21M2.06%-21.66K
iShares Russell 2000 ETF2.17M2.02%-4.89K
Vanguard Selected Value Inv1.94M1.81%133.44K
Vanguard Small Cap Index1.92M1.79%3.75K
Donald Smith & Co. Md-Cap Val Eq1.94M1.77%133.44K
Avantis US Small Cap Value ETF1.45M1.35%-
Fidelity Value1.39M1.30%-

Recent Insider Transactions


DateNameRoleActivityValue
Nov 06, 2024HAUBER STEPHEN M EVP & Chief Admin OfficerSell$150.00K
May 03, 2024HELEEN MARK L EVP, CLO & SecretarySell$160.00K
Jan 31, 2024HELEEN MARK L EVP, CLO & SecretarySell$171.97K
Dec 14, 2023KANE JOHN M EVP & Group PresidentSell$2.86M
Nov 07, 2023HELEEN MARK L EVP, CLO & SecretarySell$169.86K

Insider Transactions Trends


DateBuySell
2024 Q4-1
2024 Q3--
2024 Q2-1
2024 Q1-1
2023 Q4-2

NAVI Ownership FAQ


Who Owns Navient?

Navient shareholders are primarily institutional investors at 97.25%, followed by 2.40% insiders and 0.35% retail investors. The average institutional ownership in Navient's industry, Credit Services Stocks, is 49.87%, which Navient exceeds.

Who owns the most shares of Navient?

Navient’s largest shareholders are Sherborne investors management lp (29.45M shares, 26.06%), Blackrock (13.94M shares, 12.34%), and Vanguard group (9.73M shares, 8.61%). Together, they hold 47.01% of Navient’s total shares outstanding.

Does Blackrock own Navient?

Yes, BlackRock owns 12.34% of Navient, totaling 13.94M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 202.98M$. In the last quarter, BlackRock decreased its holdings by -209K shares, a -1.48% change.

Who is Navient’s biggest shareholder by percentage of total assets invested?

Sherborne investors management lp is Navient’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 29.45M Navient shares, valued at 428.79M$.

Who is the top mutual fund holder of Navient shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Navient shares, with 4.70% of its total shares outstanding invested in 5.04M Navient shares.

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