Navient Ownership | Who Owns Navient?

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Navient Ownership Summary

Navient is owned by 90.86% institutional investors, 2.64% insiders, and 6.50% retail investors. Sherborne investors management lp is the largest institutional shareholder, holding 27.27% of NAVI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.48% of its assets in Navient shares.

NAVI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Navient	90.86%	2.64%	6.50%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Credit Services Stocks	39.92%	8.89%	51.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Sherborne investors management lp	29.45M	27.27%	$391.39M
Blackrock funding, inc. /de	13.66M	12.65%	$181.52M
Blackrock	13.94M	12.34%	$202.98M
Vanguard group	9.11M	8.43%	$121.02M
Dimensional fund advisors lp	9.04M	8.37%	$120.20M
Lsv asset management	4.45M	4.12%	$59.13M
State street	3.46M	3.06%	$50.38M
Geode capital management	1.86M	1.72%	$24.68M
American century companies	1.82M	1.69%	$24.22M
Orbis allan gray	1.78M	1.65%	$23.70M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Sherborne investors management lp	29.45M	100.00%	$391.39M
Stadium capital management	365.07K	4.11%	$4.85M
Prescott group capital management	190.00K	0.35%	$2.53M
Bridgeway capital management	917.23K	0.27%	$12.19M
Denali advisors	154.70K	0.22%	$2.06M
Donald smith	579.09K	0.18%	$7.70M
Gator capital management	32.20K	0.16%	$427.87K
Isam funds (uk)	15.58K	0.15%	$207.07K
Emc capital management	20.28K	0.15%	$269.00K
Kendall capital management	38.40K	0.15%	$510.27K

Top Buyers

Holder	Shares	% Assets	Change
Marshall wace, llp	635.47K	0.01%	579.91K
Wellington management group llp	1.32M	0.00%	423.01K
Voloridge investment management	301.66K	0.01%	301.66K
Orbis allan gray	1.78M	0.13%	294.39K
Janus henderson group	316.70K	0.00%	268.52K

Top Sellers

Holder	Shares	% Assets	Change
Donald smith	579.09K	0.18%	-3.00M
Fmr	24.77K	-	-1.50M
Lombard odier asset management (usa)	-	-	-1.20M
Goldman sachs group	1.74M	0.00%	-611.76K
Lsv asset management	4.45M	0.14%	-408.36K

New Positions

Holder	Shares	% Assets	Change	Value
Voloridge investment management	301.66K	0.01%	301.66K	$4.01M
Prescott group capital management	190.00K	0.35%	190.00K	$2.53M
Caption management	63.98K	0.01%	63.98K	$850.27K
Nomura	48.59K	0.00%	48.59K	$645.70K
Hap trading	37.27K	0.04%	37.27K	$495.26K

Sold Out

Holder	Change
Mendota financial group	-5.00
Tfo-tdc	-7.00
Advisornet financial	-10.00
Huntington national bank	-15.00
Northwestern mutual wealth management	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	231	-7.60%	98,130,808	-6.57%	90	0.96%	100	7.53%	85	-12.37%
Sep 30, 2024	249	-1.58%	105,026,701	-1.96%	97	1.08%	93	-8.82%	97	4.30%
Jun 30, 2024	251	-3.46%	107,120,178	-1.38%	94	1.20%	102	6.25%	91	-16.51%
Mar 31, 2024	260	-2.62%	108,623,146	-0.76%	89	1.06%	96	-2.04%	109	4.81%
Dec 31, 2023	267	0.75%	109,450,219	-1.41%	91	1.15%	98	3.16%	104	-1.89%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	4.59M	4.48%	3.18K
Vanguard US Total Market Shares ETF	2.54M	2.48%	-
Vanguard Total Stock Mkt Idx Inv	2.47M	2.42%	-
DFA US Small Cap Value I	2.21M	2.16%	-
iShares Russell 2000 ETF	2.10M	2.05%	-18.20K
Vanguard Small Cap Index	1.92M	1.88%	1.57K
Vanguard Selected Value Inv	1.94M	1.81%	133.44K
Donald Smith & Co. Md-Cap Val Eq	1.94M	1.77%	133.44K
Avantis US Small Cap Value ETF	1.62M	1.59%	700.00
Vanguard Small Cap Value Index Inv	1.26M	1.24%	-3.45K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 06, 2024	HAUBER STEPHEN M	EVP & Chief Admin Officer	Sell	$150.00K
May 03, 2024	HELEEN MARK L	EVP, CLO & Secretary	Sell	$160.00K
Jan 31, 2024	HELEEN MARK L	EVP, CLO & Secretary	Sell	$171.97K
Dec 14, 2023	KANE JOHN M	EVP & Group President	Sell	$2.86M
Nov 07, 2023	HELEEN MARK L	EVP, CLO & Secretary	Sell	$169.86K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	1
2024 Q3	-	-
2024 Q2	-	1
2024 Q1	-	1

NAVI Ownership FAQ

Who Owns Navient?

Navient shareholders are primarily institutional investors at 90.86%, followed by 2.64% insiders and 6.50% retail investors. The average institutional ownership in Navient's industry, Credit Services Stocks, is 39.92%, which Navient exceeds.

Who owns the most shares of Navient?

Navient’s largest shareholders are Sherborne investors management lp (29.45M shares, 27.27%), Blackrock funding, inc. /de (13.66M shares, 12.65%), and Blackrock (13.94M shares, 12.34%). Together, they hold 52.25% 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 391.39M$.

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 4.48% of its total shares outstanding invested in 4.59M Navient shares.

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