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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

NAVI

NAVI 13F Holders & Ownership Data (244 Funds)

Navient CORP

-$442.5M

Net Activity

Institutions Holding

244

Popularity Rank

#2434

Avg Weight

0.44%

Total Value

$789.3M

Ownership Trend

244 institutions currently hold NAVI, with 125 net buyers and 108 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

108

Net Buying Institutions

125

Key Holders

Key Holders

Top 5 by Value

SI
Sherborne Investors Management LP
$240.9M
BI
BlackRock, Inc.
$104.0M
DF
Dimensional Fund Advisors LP
$52.2M
VP
Vanguard Portfolio Management LLC
$30.1M
VC
Vanguard Capital Management LLC
$23.6M

Top 5 by Conviction

SI
Sherborne Investors Management LP
100.00%
PP
Paloma Partners Management Co
2.41%
AP
Arbiter Partners Capital Management LLC
2.40%
KA
Knightsbridge Asset Management, LLC
0.72%
BC
Bridgeway Capital Management, LLC
0.13%
View all 244 holding institutions

Across its top 20 institutional holders, NAVI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 30/100).

Quarterly Activity

Recent Activity

+$285.5M

Total Buy Value

$408.5M

Total Sell Value

New buy44
Trim69
Add81
Sold out39

125

Net Buyers

108

Net Sellers

Smart Money Convergence

NAVI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

1

Active 5%+ Holders

Data as of 2026-07-14
Reporting PersonTypeFiling DateShares% of Class
Dimensional Fund Advisors LP13G/A2026-07-145.31M5.6%

View all Schedule 13D/13G filings

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-02
2026-07-02

Navient Corp disclosed a cybersecurity incident involving a third-party law firm that provides legal services. A ransomware attack on the firm allowed an unauthorized actor to access client data, including borrower names, addresses, dates of birth, and Social Security numbers. Navient stated it found no evidence of intrusion into its own systems and no disruption to services, but deemed the incident material because of the volume and sensitivity of the information involved. As of the report date, the company does not believe the incident will have a material impact on its financial condition.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

63938C108

FAQ

Who are the top institutional investors holding NAVIENT CORP (NAVI)?
Major stakeholders currently include Sherborne Investors Management LP ($240.9M), BlackRock, Inc. ($104.0M), Dimensional Fund Advisors LP ($52.2M). Based on the latest 13F filings, there are a total of 244 tracked investment funds and institutions maintaining positions in NAVI.
What is the overall institutional sentiment toward NAVI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $442.5M, driven by 125 managers accumulating shares while 108 reduced their exposure.
Which institutions have been selling or reducing their NAVI positions?
In the latest period, 69 funds trimmed their holdings, and 39 managers completely exited their positions. The aggregate reported sell value was $408.5M.
Are there any notable investors adding NAVI to their portfolios?
Yes, buying activity remains notable. 44 institutions opened new positions in {ticker}, and 81 existing holders added to their shares. The total reported buy value for the quarter amounted to $285.5M.

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