HVT Institutional Ownership & Shareholders
HAVERTY FURNITURE (HVT) is currently held by 145 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $310.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pzena Investment Management is currently the largest disclosed institutional shareholder of HVT tracked by InsiderSet, reporting ownership valued at approximately $42.06M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.63M, representing an estimated loss of -5.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed HVT value among the investors covered in this analysis. Major shareholders include Pzena Investment Management, Blackrock, Inc., Dimensional Fund Advisors Lp, and several other long-term asset managers with concentrated positions in HAVERTY FURNITURE (HVT).
This page ranks the largest institutional HVT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
145
Total Reported Value
$310.22M
Largest Holder
Pzena Investment Management
Largest Position
$42.06M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pzena Investment Management | Richard Pzena | 0.12% | 1,520,237 | $42,064,958 | $39,632,579 | -$2,432,379 | -5.78% |
| Blackrock, Inc. | 0.00% | 1,532,639 | $39,128,286 | $39,955,899 | +$827,613 | +2.12% | |
| Dimensional Fund Advisors Lp | 0.00% | 941,504 | $26,051,227 | $24,545,009 | -$1,506,218 | -5.78% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 679,713 | $17,353,073 | $17,720,118 | +$367,045 | +2.12% |
| Vanguard Capital Management Llc | 0.00% | 592,696 | $15,131,529 | $15,451,585 | +$320,056 | +2.12% | |
| American Century Companies Inc | 0.01% | 572,731 | $14,621,822 | $14,931,097 | +$309,275 | +2.12% | |
| Geode Capital Management, Llc | 0.00% | 348,118 | $9,634,473 | $9,075,436 | -$559,037 | -5.80% | |
| Cambria Investment Management, L.P. | 0.47% | 373,803 | $9,543,191 | $9,745,044 | +$201,853 | +2.12% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 334,359 | $8,536,185 | $8,716,739 | +$180,554 | +2.12% | |
| State Street Corp | 0.00% | 322,612 | $8,236,284 | $8,410,495 | +$174,211 | +2.12% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 318,051 | $8,119,842 | $8,291,590 | +$171,748 | +2.12% | |
| Kanen Wealth Management Llc | 1.81% | 291,400 | $7,414,242 | $7,596,798 | +$182,556 | +2.46% | |
| Charles Schwab Investment Management Inc | 0.00% | 255,905 | $6,533,255 | $6,671,443 | +$138,188 | +2.12% | |
| Vanguard Portfolio Management Llc | 0.00% | 237,276 | $6,057,656 | $6,185,785 | +$128,129 | +2.12% | |
| Goldman Sachs Group Inc | 0.00% | 204,502 | $5,220,936 | $5,331,367 | +$110,431 | +2.12% | |
| Hodges Capital Management Inc. | 0.31% | 183,000 | $4,671,990 | $4,770,810 | +$98,820 | +2.12% | |
| Bank Of New York Mellon Corp | 0.00% | 157,915 | $4,369,521 | $4,116,844 | -$252,677 | -5.78% | |
| Bridgeway Capital Management, Llc | 0.07% | 166,331 | $4,246,430 | $4,336,249 | +$89,819 | +2.12% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 162,868 | $4,158,020 | $4,245,969 | +$87,949 | +2.12% | |
| Cwa Asset Management Group, Llc | 0.12% | 144,000 | $3,984,480 | $3,754,080 | -$230,400 | -5.78% | |
| Northern Trust Corp | 0.00% | 139,486 | $3,561,077 | $3,636,400 | +$75,323 | +2.12% | |
| Empowered Funds, Llc | 0.02% | 119,516 | $3,051,243 | $3,115,782 | +$64,539 | +2.12% | |
| Morgan Stanley | 0.00% | 113,234 | $2,890,911 | $2,952,010 | +$61,099 | +2.11% | |
| Russell Investments Group, Ltd. | 0.00% | 99,282 | $2,745,155 | $2,588,282 | -$156,873 | -5.71% | |
| Nuveen, Llc | 0.00% | 105,065 | $2,682,287 | $2,739,045 | +$56,758 | +2.12% | |
| Aqr Capital Management Llc | 0.00% | 94,077 | $2,401,790 | $2,452,587 | +$50,797 | +2.11% | |
| Creative Planning | 0.00% | 85,385 | $2,362,616 | $2,225,987 | -$136,629 | -5.78% | |
| Vanguard Fiduciary Trust Co | 0.00% | 89,854 | $2,293,973 | $2,342,494 | +$48,521 | +2.12% | |
| Sei Investments Co | 0.00% | 87,577 | $2,235,855 | $2,283,132 | +$47,277 | +2.11% | |
| Tectonic Advisors Llc | 0.10% | 79,791 | $2,207,829 | $2,080,151 | -$127,678 | -5.78% | |
| Lazard Asset Management Llc | 0.00% | 84,186 | $2,149,269 | $2,194,729 | +$45,460 | +2.12% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 81,683 | $2,085,367 | $2,129,476 | +$44,109 | +2.12% | |
| D. E. Shaw & Co., Inc. | 0.00% | 79,138 | $2,020,393 | $2,063,128 | +$42,735 | +2.12% | |
| Deprince Race & Zollo Inc | 0.03% | 64,491 | $1,784,466 | $1,681,280 | -$103,186 | -5.78% | |
| Sg Capital Management Llc | 0.14% | 56,738 | $1,569,940 | $1,479,160 | -$90,780 | -5.78% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 59,600 | $1,521,588 | $1,553,772 | +$32,184 | +2.12% | |
| Ameriprise Financial Inc | 0.00% | 56,620 | $1,445,509 | $1,476,083 | +$30,574 | +2.12% | |
| Qube Research & Technologies Ltd | 0.00% | 55,121 | $1,407,239 | $1,437,004 | +$29,765 | +2.12% | |
| Vanguard Global Advisers, Llc | 0.00% | 48,824 | $1,246,477 | $1,272,842 | +$26,365 | +2.12% | |
| Waters Parkerson & Co., Llc | 0.06% | 41,600 | $1,151,072 | $1,084,512 | -$66,560 | -5.78% | |
| Quantinno Capital Management Lp | 0.00% | 43,463 | $1,109,610 | $1,133,080 | +$23,470 | +2.12% | |
| Hsbc Holdings Plc | 0.00% | 41,034 | $1,042,264 | $1,069,756 | +$27,492 | +2.64% | |
| Barclays Plc | 0.00% | 37,224 | $1,029,989 | $970,430 | -$59,559 | -5.78% | |
| Summerhaven Investment Management, Llc | 0.56% | 36,435 | $1,008,156 | $949,860 | -$58,296 | -5.78% | |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 36,377 | $1,006,552 | $948,348 | -$58,204 | -5.78% | |
| Jpmorgan Chase & Co | 0.00% | 37,623 | $958,634 | $980,832 | +$22,198 | +2.32% | |
| Acadian Asset Management Llc | 0.00% | 36,901 | $939,000 | $962,009 | +$23,009 | +2.45% | |
| Bnp Paribas Asset Management Holding S.A. | 0.00% | 35,200 | $898,656 | $917,664 | +$19,008 | +2.12% | |
| Parallel Advisors, Llc | 0.01% | 29,652 | $820,471 | $773,028 | -$47,443 | -5.78% | |
| Wulff, Hansen & Co. | 0.60% | 30,522 | $779,227 | $795,709 | +$16,482 | +2.12% |
Frequently asked questions about HVT
Who are the largest institutional holders of HVT?
The largest institutional holders of HVT reported in the latest SEC Form 13F filings include Pzena Investment Management, Blackrock, Inc., Dimensional Fund Advisors Lp, Renaissance Technologies LLC, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported HVT position.
What is HVT institutional ownership?
This page tracks HVT positions reported by institutional investment managers through SEC Form 13F. HAVERTY FURNITURE (HVT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HVT?
InsiderSet currently tracks 145 institutional managers reporting HVT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HVT shareholders.
How much HVT stock do institutions own?
Institutional investment managers disclosed approximately $310.22M in HVT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HVT institutional ownership last updated?
The latest HVT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HVT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HVT position after the reporting date.
Are institutions buying or selling HVT?
Institutional buying and selling can be analyzed by comparing HVT positions across consecutive 13F reporting periods. InsiderSet's HVT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HVT ownership changes.
How has HVT institutional ownership changed over time?
InsiderSet tracks HVT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.