Who owns Navient (NAVI)
Which tracked institutional funds hold NAVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NAVI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
26 tracked funds added or opened NAVI while 73 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NAVI’s largest tracked holder by dollar value, Sherborne Investors Management LP, sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NAVI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 323 tracked filers holding NAVI, 131 increased or opened the position and 116 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NAVI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- VANGUARD PORTFOLIO MANAGEMENT LLC$30M
- VANGUARD CAPITAL MANAGEMENT LLC$24M
- VANGUARD FIDUCIARY TRUST CO$4M
- PDT Partners, LLC$2M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- BOOTHBAY FUND MANAGEMENT, LLC$2M
Full exits 10
- VANGUARD GROUP INC$97M
- TWO SIGMA ADVISERS, LP$5M
- Brandywine Global Investment Management, LLC$4M
- BW Gestao de Investimentos Ltda.$3M
- RENAISSANCE TECHNOLOGIES LLC$3M
- Edgestream Partners, L.P.$2M
Largest adds
- BANK OF AMERICA CORP /DE/$8M
- JUPITER ASSET MANAGEMENT LTD$5M
- Arbiter Partners Capital Management LLC$2M
- Creative Planning$2M
- Trexquant Investment LP$1M
- HIGHBRIDGE CAPITAL MANAGEMENT LLC$1M
Largest trims
- Sherborne Investors Management LP$142M
- BlackRock, Inc.$55M
- DIMENSIONAL FUND ADVISORS LP$43M
- STATE STREET CORP$24M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$14M
- GOLDMAN SACHS GROUP INC$12M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Sherborne Investors Management LP | 29,449,997 | $241M | 25.0% | 2026-Q1 |
| BlackRock, Inc. added | 12,953,626 | $110M | 11.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 6,383,533 | $52M | 5.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,677,525 | $30M | 3.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,890,771 | $24M | 2.5% | 2026-Q1 |
| STATE STREET CORP added | 2,744,553 | $23M | 2.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,189,204 | $18M | 1.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,098,234 | $17M | 1.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,939,380 | $17M | 1.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,736,179 | $14M | 1.5% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 1,407,184 | $12M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,307,854 | $11M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,243,764 | $10M | 1.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 1,212,858 | $10M | 1.0% | 2026-Q1 |
| Allianz Asset Management GmbH added | 1,186,439 | $10M | 1.0% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 1,179,400 | $10M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,073,458 | $9M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,001,480 | $8M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 869,591 | $7M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 770,767 | $7M | 0.7% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 773,217 | $6M | 0.7% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS | 766,092 | $6M | 0.6% | 2026-Q1 |
| Invesco Ltd. added | 707,500 | $6M | 0.6% | 2026-Q2 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC added | 653,081 | $5M | 0.6% | 2026-Q1 |
| Man Group plc added | 590,783 | $5M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 514,544 | $4M | 0.5% | 2026-Q2 |
| Arbiter Partners Capital Management LLC added | 512,548 | $4M | 0.4% | 2026-Q1 |
| CAXTON ASSOCIATES LLP added | 459,127 | $4M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 444,930 | $4M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 442,883 | $4M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 431,627 | $4M | 0.4% | 2026-Q1 |
| Lighthouse Investment Partners, LLC trimmed | 403,250 | $3M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 382,305 | $3M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 381,958 | $3M | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 372,868 | $3M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 332,052 | $3M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 322,085 | $3M | 0.3% | 2026-Q1 |
| Creative Planning added | 311,492 | $3M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 263,964 | $2M | 0.2% | 2026-Q1 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC added | 263,964 | $2M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 260,540 | $2M | 0.2% | 2026-Q1 |
| PDT Partners, LLC new | 238,910 | $2M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board added | 236,967 | $2M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 227,003 | $2M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 148,089 | $2M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 227,330 | $2M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 210,351 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 218,426 | $2M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 204,033 | $2M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 201,454 | $2M | 0.2% | 2026-Q1 |
| Gator Capital Management, LLC added | 196,195 | $2M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 190,658 | $2M | 0.2% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 184,353 | $2M | 0.2% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 184,244 | $2M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 171,038 | $1M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 172,389 | $1M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 170,441 | $1M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 160,442 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 152,269 | $1M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 145,480 | $1M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 150,000 | $1M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC | 150,000 | $1M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 142,867 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 144,108 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 141,533 | $1M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 137,704 | $1M | 0.1% | 2026-Q1 |
| Swiss National Bank | 136,700 | $1M | 0.1% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC added | 127,701 | $1M | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 126,069 | $1M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 119,795 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 118,998 | $973K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 113,579 | $929K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 96,088 | $818K | 0.1% | 2026-Q2 |
| FMR LLC added | 92,291 | $785K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 93,177 | $762K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 91,032 | $745K | 0.1% | 2026-Q1 |
| Prescott Group Capital Management, L.L.C. trimmed | 90,000 | $736K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 87,862 | $719K | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 87,124 | $713K | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 86,862 | $711K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 85,767 | $702K | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 81,437 | $666K | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 80,805 | $661K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,482,845 | $97M | 10.1% | 2025-Q4 stale |
| Orbis Allan Gray Ltd added | 3,023,206 | $40M | 4.1% | 2025-Q3 stale |
| Philadelphia Financial Management of San Francisco, LLC new | 1,699,514 | $24M | 2.5% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 413,100 | $5M | 0.6% | 2025-Q4 stale |
| STADIUM CAPITAL MANAGEMENT LLC added | 369,169 | $5M | 0.5% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 274,213 | $4M | 0.4% | 2025-Q4 stale |
| BW Gestao de Investimentos Ltda. new | 230,000 | $3M | 0.3% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 214,900 | $3M | 0.3% | 2025-Q4 stale |
| DENALI ADVISORS LLC added | 162,100 | $2M | 0.2% | 2025-Q3 stale |
| Edgestream Partners, L.P. added | 149,569 | $2M | 0.2% | 2025-Q4 stale |
| NATIXIS added | 148,800 | $2M | 0.2% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 147,085 | $2M | 0.2% | 2025-Q3 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 122,589 | $2M | 0.2% | 2025-Q3 stale |
| MARSHALL WACE, LLP trimmed | 109,909 | $1M | 0.1% | 2025-Q3 stale |
| AlphaQuest LLC added | 104,658 | $1M | 0.1% | 2025-Q4 stale |
| Jump Financial, LLC added | 68,899 | $896K | 0.1% | 2025-Q4 stale |
| Alberta Investment Management Corp | 60,600 | $765K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.