Who Owns Navient Stock?
NASDAQ: NAVIFinanceInvestment Bankers/Brokers/ServiceUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 106.96%
- Institutions (% of float)
- 109.48%
- Held by insiders
- 2.30%
- Institutional holders
- 350
- Institutions 97.7%
- Insiders 2.3%
- Public and other 0.0%
Who owns Navient stock?
Institutional investors own about 107.0% of Navient's shares, spread across 350 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.30% of NAVI.
The largest institutional holders are Sherborne Investors Management, LP (31.40%), Blackrock Inc. (13.81%) and Dimensional Fund Advisors LP (5.66%). Together, the top 10 institutions control 67.4% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their NAVI positions and 6 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of NAVI
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Sherborne Investors Management, LP | 29.45M | 31.40% | 0.0% |
| Blackrock Inc. | 12.95M | 13.81% | +1.9% |
| Dimensional Fund Advisors LP | 5.31M | 5.66% | -16.8% |
| Vanguard Capital Management LLC | 2.80M | 2.99% | -3.0% |
| State Street Corporation | 2.74M | 2.93% | +5.4% |
| Vanguard Portfolio Management LLC | 2.40M | 2.56% | -34.6% |
| American Century Companies Inc | 2.03M | 2.16% | -3.5% |
| Wellington Management Group, LLP | 1.94M | 2.07% | +41.5% |
| Charles Schwab Investment Management, Inc. | 1.84M | 1.97% | -15.8% |
| Geode Capital Management, LLC | 1.73M | 1.85% | -0.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of NAVI
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 3.94M | 4.20% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.94M | 2.07% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 1.87M | 1.99% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 1.70M | 1.81% |
| iShares Trust-iShares Russell 2000 ETF | 1.65M | 1.76% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | 1.11M | 1.18% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | 862.49K | 0.92% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 750.17K | 0.80% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 731.83K | 0.78% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 708.97K | 0.76% |
Frequently asked questions
Who is the largest shareholder of Navient?
Sherborne Investors Management, LP is the largest institutional shareholder of NAVI, owning 31.40% of shares outstanding (29.45M shares) as of its latest 13F filing.
What percentage of Navient is owned by institutions?
Institutions own about 107.0% of NAVI shares and 109.5% of the public float.
How much of Navient do insiders own?
Insiders, such as officers and directors, own about 2.30% of NAVI shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.