Haverty Furniture Companies Inc (HVT) Ownership

18.24 ↓0.07 (-0.38%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Haverty Furniture Companies Inc (HVT), owning a total of 1.4 million shares. Combined, the top 36 institutional holders of HVT own 88.84% of the company with a total of 14.4 million shares.

In the latest ownership report on December 31st 2024, the top 36 institutional holders increased their combined ownership of HVT by 809 thousand shares. 14 institutions bought 1,241,223 total additional shares and increased their ownership by an average of 43.66%. However 7 institutions sold 431,768 total shares and decreased their ownership by an average of 16.18%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Haverty Furniture Companies increased by a net total of 809,455 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.667%	14.347%	1,403,547	176,103	2024-12-31
Dimensional Fund Advisors, Inc.	6.697%	-6.140%	1,084,464	-70,940	2024-12-31
Pzena Investment Management, LLC	5.941%	33.693%	962,102	242,465	2024-12-31
Vanguard Group Inc	5.875%	-1.966%	951,427	-19,078	2024-12-31
Renaissance Technologies Corp	4.463%	-8.704%	722,706	-68,900	2024-12-31
Goldman Sachs Group Inc	3.924%	178.805%	635,496	407,560	2024-12-31
LSV Asset Management	3.465%	-10.153%	561,070	-63,400	2024-12-31
Hotchkis & Wiley Capital Management LLC	2.756%	4.766%	446,240	20,300	2024-12-31
Cambria Investment Management, L.P.	2.617%	1.202%	423,821	5,034	2024-12-31
American Century Companies Inc	2.497%	9.800%	404,318	36,086	2024-12-31
State Street Corp	2.464%	6.468%	398,937	24,236	2024-12-31
Geode Capital Management, LLC	2.015%	1.590%	326,221	5,107	2024-12-31
Jacobs Levy Equity Management, Inc.	1.863%	35.205%	301,683	78,553	2024-12-31
Kanen Wealth Management LLC	1.318%	266.774%	213,477	155,273	2024-12-31
Bank of New York Mellon Corp	1.290%	20.488%	208,835	35,511	2024-12-31
Morgan Stanley - Brokerage Accounts	1.155%	20.088%	187,088	31,296	2024-12-31
DePrince Race & Zollo Inc	1.051%	-19.928%	170,198	-42,357	2024-12-31
Charles Schwab Investment Management Inc	1.047%	-24.590%	169,473	-55,263	2024-12-31
Bridgeway Capital Management, LLC	0.989%	2.661%	160,198	4,153	2024-12-31
Northern Trust Corp	0.962%	-41.778%	155,847	-111,830	2024-12-31
Franklin Resources Inc	0.908%	15.328%	147,064	19,546	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.667%	14.347%	1,403,547	176,103	2024-12-31
Dimensional Fund Advisors, Inc.	6.697%	-6.140%	1,084,464	-70,940	2024-12-31
Pzena Investment Management, LLC	5.941%	33.693%	962,102	242,465	2024-12-31
Vanguard Group Inc	5.875%	-1.966%	951,427	-19,078	2024-12-31
First Trust Advisors L.P.	5.681%	2,360.710%	932,241	894,356	2024-06-30
Renaissance Technologies Corp	4.463%	-8.704%	722,706	-68,900	2024-12-31
Goldman Sachs Group Inc	3.924%	178.805%	635,496	407,560	2024-12-31
State Street Corporation	3.540%	-0.845%	580,915	-4,952	2024-03-31
LSV Asset Management	3.465%	-10.153%	561,070	-63,400	2024-12-31
Hotchkis & Wiley Capital Management LLC	2.756%	4.766%	446,240	20,300	2024-12-31
Cambria Investment Management, L.P.	2.617%	1.202%	423,821	5,034	2024-12-31
American Century Companies Inc	2.497%	9.800%	404,318	36,086	2024-12-31
State Street Corp	2.464%	6.468%	398,937	24,236	2024-12-31
Amvescap Plc.	2.355%	24.413%	386,474	75,836	2024-06-30
Jane Street Group LLC	2.218%	1,258.070%	363,894	337,099	2024-09-30
Geode Capital Management, LLC	2.015%	1.590%	326,221	5,107	2024-12-31
Millennium Management LLC	1.956%	156.720%	320,900	195,900	2024-09-30
Jacobs Levy Equity Management, Inc.	1.863%	35.205%	301,683	78,553	2024-12-31
Arrowstreet Capital Limited Partnership	1.652%	100.005%	271,113	135,560	2024-09-30
Citadel Advisors Llc	1.490%	76.017%	244,531	105,606	2024-09-30
Kanen Wealth Management LLC	1.318%	266.774%	213,477	155,273	2024-12-31
Fund 1 Investments LLC	1.303%	193.353%	213,335	140,612	2023-03-31
Bank of New York Mellon Corp	1.290%	20.488%	208,835	35,511	2024-12-31
Acadian Asset Management LLC	1.222%	17.505%	200,005	29,795	2023-03-31
Morgan Stanley - Brokerage Accounts	1.155%	20.088%	187,088	31,296	2024-12-31
DePrince Race & Zollo Inc	1.051%	-19.928%	170,198	-42,357	2024-12-31
Charles Schwab Investment Management Inc	1.047%	-24.590%	169,473	-55,263	2024-12-31
Ameriprise Financial Inc	0.996%	-8.958%	163,372	-16,074	2024-03-31
Bridgeway Capital Management, LLC	0.989%	2.661%	160,198	4,153	2024-12-31
Royce & Associates, LP	0.960%	14.211%	157,519	19,600	2024-06-30
Northern Trust Corp	0.962%	-41.778%	155,847	-111,830	2024-12-31
JPMorgan Chase & Co	0.914%	-0.510%	149,900	-768	2024-06-30
Franklin Resources Inc	0.908%	15.328%	147,064	19,546	2024-12-31
Gyroscope Capital Management LLC	0.892%	0.000%	144,000	144,000	2022-09-30
CWA Asset Management Group, LLC	0.878%	0.000%	144,000	0	2024-03-31
Balyasny Asset Management LLC	0.818%	12.070%	132,063	14,223	2022-06-30

Mutual Fund Ownership

First Trust SMID Cp Rising Div Achv ETF is the biggest individual fund holder of Haverty Furniture Companies Inc (HVT), owning a total of 1 million shares. Combined, the top 46 mutual fund holders of HVT own 57.62% of the company with a total of 9.4 million shares.

In the latest ownership report on March 31st 2025, the top 46 fund holders increased their combined ownership of HVT by 5 thousand shares. 2 funds bought 9,005 total additional shares and increased their ownership by an average of 2.20%. However 2 funds sold 3,915 total shares and decreased their ownership by an average of 0.67%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Haverty Furniture Companies increased by a net total of 5,090 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.596%	0.000%	420,411	0	2025-03-31
Cambria Shareholder Yield ETF	2.463%	0.000%	398,894	0	2025-03-31
iShares Russell 2000 ETF	2.309%	-0.860%	373,946	-3,245	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.333%	4.305%	215,842	8,909	2025-03-31
Multi-Manager Small Cap Eq Strat Inst	0.854%	-0.482%	138,345	-670	2025-03-31
iShares Russell 2000 Value ETF	0.830%	0.000%	134,419	0	2025-03-31
Dimensional US Targeted Value ETF	0.721%	0.000%	116,803	0	2025-03-31
EA Bridgeway Omni Small-Cap Value ETF	0.569%	0.104%	92,185	96	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
First Trust SMID Cp Rising Div Achv ETF	6.293%	0.439%	1,032,628	4,508	2024-08-29
iShares Core S&P Small-Cap ETF	5.493%	0.000%	901,266	0	2024-08-30
Vanguard US Total Market Shares ETF	2.690%	0.000%	435,599	0	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.656%	0.000%	432,133	0	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.596%	0.000%	420,411	0	2025-03-31
Cambria Shareholder Yield ETF	2.463%	0.000%	398,894	0	2025-03-31
Avantis US Small Cap Value ETF	2.329%	0.093%	377,120	350	2025-03-29
iShares Russell 2000 ETF	2.309%	-0.860%	373,946	-3,245	2025-03-31
DFA US Small Cap Value I	1.702%	0.000%	275,651	0	2025-02-28
Invesco S&P SmallCap Value with Momt ETF	1.583%	0.000%	259,713	0	2024-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.333%	4.305%	215,842	8,909	2025-03-31
Philotimo Focused Growth and Income	1.318%	266.774%	213,477	155,273	2024-12-31
Vanguard Extended Market Index Investor	1.197%	-0.028%	195,999	-55	2023-08-31
Avantis® U.S. Small Cap Value ETF	1.033%	-0.174%	169,147	-294	2023-07-29
Schwab Fundamental US Small Company ETF	1.042%	0.000%	169,103	0	2024-05-31
iShares S&P Small-Cap 600 Value ETF	0.900%	0.097%	147,674	143	2024-08-30
Fidelity Small Cap Index	0.910%	-1.838%	147,368	-2,760	2025-01-31
Fidelity® Small Cap Index	0.869%	2.480%	141,391	3,422	2023-10-31
Multi-Manager Small Cap Eq Strat Inst	0.854%	-0.482%	138,345	-670	2025-03-31
DFA US Targeted Value I	0.833%	-6.650%	134,813	-9,603	2025-02-28
iShares Russell 2000 Value ETF	0.830%	0.000%	134,419	0	2025-03-31
Goldman Sachs Small Cp Val Insghts Instl	0.765%	19.177%	123,936	19,943	2025-01-31
Hotchkis & Wiley Sm Cp Divers Val I	0.757%	0.000%	122,500	0	2025-02-28
BlackRock Advantage Small Cap Core Instl	0.748%	-1.833%	121,602	-2,270	2023-02-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.741%	0.000%	120,387	0	2024-04-30
DFA US Micro Cap I	0.743%	0.000%	120,317	0	2025-02-28
BlackRock Global Equity Mkt Netrl Instl	0.743%	13.156%	120,295	13,986	2025-02-28
GS Glb Sm Cp CORE Eq Base Inc USD Close	0.742%	52.518%	120,123	41,363	2025-02-28
Royce Capital Small-Cap Inv	0.723%	19.779%	118,696	19,600	2024-06-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.717%	0.039%	117,659	46	2024-08-30
Dimensional US Targeted Value ETF	0.721%	0.000%	116,803	0	2025-03-31
Northern Small Cap Value	0.711%	-2.897%	116,716	-3,482	2024-09-30
NT Quality Small Cap Value	0.711%	-2.897%	116,716	-3,482	2024-09-30
Putnam U.S. Small Cap Value Equity	0.644%	16.536%	104,300	14,800	2024-12-31
Putnam Small Cap Value Managed Account	0.644%	16.536%	104,300	14,800	2024-12-31
Strategic Advisers Small-Mid Cap	0.600%	0.067%	97,638	65	2023-11-30
Strategic Advisers® Small-Mid Cap	0.600%	0.031%	97,573	30	2023-10-31
Vanguard Tax-Managed Small Cap Adm	0.592%	0.000%	97,167	0	2024-08-31
Putnam Small Cap Value A	0.596%	-6.735%	96,809	-6,991	2025-02-28
DFA US Small Cap I	0.585%	0.000%	94,919	0	2024-04-30
SPDR® S&P 600 Small Cap Value ETF	0.579%	0.203%	93,919	190	2024-03-31
EA Bridgeway Omni Small-Cap Value ETF	0.569%	0.104%	92,185	96	2025-03-31
Schwab Fundamental U.S. Small CompanyETF	0.542%	0.000%	88,856	0	2024-10-31
LVIP FranklinTempletonMltFctSMIDCapEqStd	0.542%	2.349%	88,178	2,024	2023-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.534%	-2.014%	87,576	-1,800	2024-12-31
Argenta-Fund Lifestyle Dynamic R Cap	0.535%	-15.236%	86,959	-15,631	2023-03-31