Haverty Furniture Companies Inc (HVT) Ownership

31.80 ↓0.75 (-2.30%)
As of April 25, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Haverty Furniture Companies Inc (HVT), owning a total of 2.4 million shares. Combined, the top 28 institutional holders of HVT own 74.71% of the company with a total of 12.1 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of HVT by 318 thousand shares. 10 institutions bought 465,102 total additional shares and increased their ownership by an average of 22.08%. However 9 institutions sold 147,507 total shares and decreased their ownership by an average of 5.38%.

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 317,595 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.721%2.884%2,376,85566,6292023-12-31
Dimensional Fund Advisors, Inc.7.752%-0.031%1,251,604-3902023-12-31
Vanguard Group Inc6.739%3.829%1,088,13340,1292023-12-31
Renaissance Technologies Corp5.191%0.131%838,1061,1002023-12-31
LSV Asset Management4.720%-3.887%762,070-30,8192023-12-31
State Street Corporation3.629%3.865%585,86721,8022023-12-31
Northern Trust Corp2.048%-0.419%330,602-1,3912023-12-31
Amvescap Plc.1.914%-4.160%309,034-13,4122023-12-31
Charles Schwab Investment Management Inc1.911%3.026%308,5659,0642023-12-31
Geode Capital Management, LLC1.895%-3.491%305,894-11,0662023-12-31
Morgan Stanley - Brokerage Accounts1.888%65.499%304,816120,6362023-12-31
Arrowstreet Capital Limited Partnership1.741%-0.298%281,066-8392023-12-31
Hotchkis & Wiley Capital Management LLC1.689%-3.127%272,660-8,8002023-12-31
Goldman Sachs Group Inc1.619%107.023%261,366135,1162023-12-31
Cambria Investment Management, L.P.1.591%15.763%256,90834,9832023-12-31
Bank of New York Mellon Corp1.513%-9.102%244,294-24,4622023-12-31
American Century Companies Inc1.444%14.598%233,08029,6912023-12-31
Ameriprise Financial Inc1.111%-23.891%179,446-56,3282023-12-31
Bridgeway Capital Management, LLC0.922%4.164%148,8865,9522023-12-31
CWA Asset Management Group, LLC0.885%0.000%144,00002023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.721%2.884%2,376,85566,6292023-12-31
Dimensional Fund Advisors, Inc.7.752%-0.031%1,251,604-3902023-12-31
Vanguard Group Inc6.739%3.829%1,088,13340,1292023-12-31
Renaissance Technologies Corp5.191%0.131%838,1061,1002023-12-31
LSV Asset Management4.720%-3.887%762,070-30,8192023-12-31
State Street Corporation3.629%3.865%585,86721,8022023-12-31
First Trust Advisors L.P.2.144%-3.734%348,763-13,5262022-12-31
Northern Trust Corp2.048%-0.419%330,602-1,3912023-12-31
Amvescap Plc.1.914%-4.160%309,034-13,4122023-12-31
Charles Schwab Investment Management Inc1.911%3.026%308,5659,0642023-12-31
Geode Capital Management, LLC1.895%-3.491%305,894-11,0662023-12-31
Morgan Stanley - Brokerage Accounts1.888%65.499%304,816120,6362023-12-31
Arrowstreet Capital Limited Partnership1.741%-0.298%281,066-8392023-12-31
Hotchkis & Wiley Capital Management LLC1.689%-3.127%272,660-8,8002023-12-31
Goldman Sachs Group Inc1.619%107.023%261,366135,1162023-12-31
Cambria Investment Management, L.P.1.591%15.763%256,90834,9832023-12-31
Bank of New York Mellon Corp1.513%-9.102%244,294-24,4622023-12-31
American Century Companies Inc1.444%14.598%233,08029,6912023-12-31
Fund 1 Investments LLC1.303%193.353%213,335140,6122023-03-31
Jacobs Levy Equity Management, Inc.1.295%-41.816%209,027-150,2272022-09-30
Acadian Asset Management LLC1.222%17.505%200,00529,7952023-03-31
Ameriprise Financial Inc1.111%-23.891%179,446-56,3282023-12-31
Citadel Advisors Llc1.101%-33.873%177,779-91,0662023-09-30
Royce & Associates, LP1.015%12.856%165,10718,8082023-09-30
Bridgeway Capital Management, LLC0.922%4.164%148,8865,9522023-12-31
Gyroscope Capital Management LLC0.892%0.000%144,000144,0002022-09-30
CWA Asset Management Group, LLC0.885%0.000%144,00002023-12-31
Balyasny Asset Management LLC0.818%12.070%132,06314,2232022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Haverty Furniture Companies Inc (HVT), owning a total of 0.9 million shares. Combined, the top 31 mutual fund holders of HVT own 39.48% of the company with a total of 6.4 million shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of HVT by 41 thousand shares. 1 funds bought 190 total additional shares and increased their ownership by an average of 0.20%. However 1 funds sold 40,845 total shares and decreased their ownership by an average of 25.36%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Haverty Furniture Companies decreased by a net total of -40,655 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Northern Small Cap Value0.740%-25.363%120,198-40,8452024-03-31
SPDR® S&P 600 Small Cap Value ETF0.579%0.203%93,9191902024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF5.566%0.142%903,6641,2802024-03-28
Vanguard Total Stock Mkt Idx Inv2.662%0.000%432,13302024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.656%0.000%432,13302023-03-31
Cambria Shareholder Yield ETF2.208%26.690%358,42775,5102024-03-28
iShares Russell 2000 ETF2.205%0.049%358,0141742024-03-28
First Trust SMID Cp Rising Div Achv ETF2.131%0.000%344,12402023-02-28
DFA US Small Cap Value I2.110%-2.198%342,554-7,6972024-02-29
Avantis US Small Cap Value ETF1.430%0.000%232,19902024-03-29
Vanguard Institutional Extnd Mkt Idx Tr1.304%-0.605%211,742-1,2882024-02-29
Vanguard Extended Market Index Investor1.197%-0.028%195,999-552023-08-31
Avantis® U.S. Small Cap Value ETF1.033%-0.174%169,147-2942023-07-29
DFA US Targeted Value I1.032%-0.808%167,531-1,3652024-02-29
iShares S&P Small-Cap 600 Value ETF1.021%-0.092%165,762-1532024-03-28
Schwab Fundamental US Small Company ETF1.016%0.000%164,89202024-03-29
Invesco S&P SmallCap Value with Momt ETF1.000%0.000%162,41502024-03-28
Fidelity Small Cap Index0.916%0.989%148,6751,4562024-01-31
Fidelity® Small Cap Index0.869%2.480%141,3913,4222023-10-31
iShares Russell 2000 Value ETF0.838%-0.063%136,060-862024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF0.753%0.098%122,2431202024-03-28
BlackRock Advantage Small Cap Core Instl0.748%-1.833%121,602-2,2702023-02-28
DFA US Micro Cap I0.741%0.000%120,31702024-02-29
Northern Small Cap Value0.740%-25.363%120,198-40,8452024-03-31
Dimensional US Targeted Value ETF0.645%0.000%104,67802024-03-29
Vanguard Tax-Managed Small Cap Adm0.642%0.000%104,21102024-02-29
Strategic Advisers Small-Mid Cap0.600%0.067%97,638652023-11-30
Strategic Advisers® Small-Mid Cap0.600%0.031%97,573302023-10-31
DFA US Small Cap I0.585%0.000%94,91902024-02-29
Royce Capital Small-Cap Inv0.582%22.820%94,69417,5942023-09-30
SPDR® S&P 600 Small Cap Value ETF0.579%0.203%93,9191902024-03-31
LVIP FranklinTempletonMltFctSMIDCapEqStd0.542%2.349%88,1782,0242023-03-31
Argenta-Fund Lifestyle Dynamic R Cap0.535%-15.236%86,959-15,6312023-03-31

Discussions

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micmic

$HVT Shorts talk the talk but cant walk the walk

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mezzymez2

$HVT recovery hasn’t even started yet.. imo

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4texin

$HVT hot damn <3

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