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-Q2 13F filings (latest filed 2026-09-22). 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
51 tracked funds added or opened NAVI while 28 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 239 tracked filers holding NAVI, 137 increased or opened the position and 121 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 2026-Q1 and 2026-Q2 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 3
- CenterBook Partners LP$6M
- NORDEA INVESTMENT MANAGEMENT AB$5M
- XTX Topco Ltd$654K
Full exits 9
- LSV ASSET MANAGEMENT$10M
- KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$5M
- HIGHBRIDGE CAPITAL MANAGEMENT LLC$2M
- HRT FINANCIAL LP$1M
- JANE STREET GROUP, LLC$1M
- Brooklyn Investment Group$1M
Largest adds
- Gator Capital Management, LLC$12M
- Sherborne Investors Management LP$10M
- WELLINGTON MANAGEMENT GROUP LLP$7M
- BlackRock, Inc.$6M
- Squarepoint Ops LLC$5M
- Nuveen, LLC$4M
Largest trims
- VANGUARD PORTFOLIO MANAGEMENT LLC$10M
- DIMENSIONAL FUND ADVISORS LP$7M
- TWO SIGMA INVESTMENTS, LP$4M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2M
- BRIDGEWAY CAPITAL MANAGEMENT, LLC$2M
- CITADEL ADVISORS LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Sherborne Investors Management LP | 29,449,997 | $251M | 31.2% | 2026-Q2 |
| BlackRock, Inc. added | 12,953,626 | $110M | 13.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 5,310,075 | $45M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,803,871 | $24M | 3.0% | 2026-Q2 |
| STATE STREET CORP added | 2,744,553 | $23M | 2.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,403,294 | $20M | 2.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,025,374 | $17M | 2.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,939,380 | $17M | 2.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,843,645 | $16M | 2.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,734,114 | $15M | 1.8% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 1,610,764 | $14M | 1.7% | 2026-Q2 |
| Gator Capital Management, LLC added | 1,590,727 | $14M | 1.7% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 1,479,131 | $13M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,408,769 | $12M | 1.5% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,323,427 | $11M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,300,355 | $11M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,278,685 | $11M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,073,458 | $9M | 1.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 939,099 | $8M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 852,027 | $7M | 0.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 770,767 | $7M | 0.8% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 765,954 | $7M | 0.8% | 2026-Q2 |
| CenterBook Partners LP new | 740,706 | $6M | 0.8% | 2026-Q2 |
| Invesco Ltd. added | 707,500 | $6M | 0.7% | 2026-Q2 |
| Nuveen, LLC added | 702,708 | $6M | 0.7% | 2026-Q2 |
| Arbiter Partners Capital Management LLC added | 662,548 | $6M | 0.7% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB new | 573,306 | $5M | 0.6% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 553,898 | $5M | 0.6% | 2026-Q2 |
| PDT Partners, LLC added | 521,197 | $4M | 0.6% | 2026-Q2 |
| Trexquant Investment LP added | 518,584 | $4M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 514,544 | $4M | 0.5% | 2026-Q2 |
| Man Group plc trimmed | 477,613 | $4M | 0.5% | 2026-Q2 |
| CAXTON ASSOCIATES LLP added | 459,127 | $4M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 444,930 | $4M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 438,020 | $4M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 422,780 | $4M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 375,632 | $3M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 373,162 | $3M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 368,217 | $3M | 0.4% | 2026-Q2 |
| UBS Group AG added | 330,955 | $3M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 313,416 | $3M | 0.3% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 297,331 | $3M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 295,648 | $3M | 0.3% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 289,552 | $2M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 279,672 | $2M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 272,974 | $2M | 0.3% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 250,000 | $2M | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 227,003 | $2M | 0.2% | 2026-Q2 |
| Lighthouse Investment Partners, LLC trimmed | 223,928 | $2M | 0.2% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 222,828 | $2M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 210,351 | $2M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 203,535 | $2M | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd added | 188,946 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 177,433 | $2M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 171,038 | $1M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 169,241 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 164,810 | $1M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 152,188 | $1M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC | 150,000 | $1M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 145,480 | $1M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 142,867 | $1M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 137,179 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 134,149 | $1M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 133,950 | $1M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 129,606 | $1M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 127,615 | $1M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 127,400 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 123,906 | $1M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 123,807 | $1M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 119,795 | $1M | 0.1% | 2026-Q2 |
| Daytona Street Capital LLC added | 110,821 | $922K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 104,629 | $890K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 104,202 | $887K | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 98,995 | $842K | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 96,183 | $819K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 96,088 | $818K | 0.1% | 2026-Q2 |
| FMR LLC added | 92,291 | $785K | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 87,434 | $744K | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 87,386 | $744K | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 78,795 | $671K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 76,897 | $654K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 72,451 | $617K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC | 71,981 | $613K | 0.1% | 2026-Q2 |
| Magnetar Financial LLC added | 71,152 | $606K | 0.1% | 2026-Q2 |
| Georgetown University | 66,726 | $568K | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 63,600 | $541K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 63,521 | $541K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 59,114 | $503K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 56,409 | $480K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 54,852 | $467K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 53,079 | $452K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 45,754 | $389K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 45,404 | $386K | 0.0% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 40,255 | $343K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 40,007 | $340K | 0.0% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 38,265 | $326K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 37,987 | $323K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 37,282 | $317K | 0.0% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 36,536 | $311K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 36,235 | $308K | 0.0% | 2026-Q2 |
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.