Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HVT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | 1.5M | $30.9M | +0.1% | 9.021% | 0.10% |
| 2 | BlackRock, Inc. | 1.4M | $29.9M | -1.9% | 8.716% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 941K | $19.9M | -0.3% | 5.814% | 0.00% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 720K | $15.2M | +2.8% | 4.447% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 592K | $12.5M | — | 3.659% | 0.00% |
| 6 | AMERICAN CENTURY COMPANIES INC | 541K | $11.5M | +5.6% | 3.341% | 0.01% |
| 7 | Cambria Investment Management, L.P. | 446K | $9.4M | +25.9% | 2.756% | 0.53% |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 353K | $7.5M | -22.1% | 2.178% | 0.02% |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 334K | $7.1M | -1.0% | 2.066% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 330K | $7.0M | +2.4% | 2.036% | 0.00% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 326K | $6.9M | -12.4% | 2.013% | 0.00% |
| 12 | STATE STREET CORP | 304K | $6.4M | -3.5% | 1.877% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 239K | $5.1M | -54.6% | 1.475% | 0.00% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 218K | $4.6M | — | 1.347% | 0.00% |
| 15 | EverSource Wealth Advisors, LLC | 46K | $4.5M | +6554.3% | 0.284% | 0.14% |
| 16 | Hodges Capital Management Inc. | 210K | $4.4M | -0.9% | 1.296% | 0.37% |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | 175K | $3.7M | -10.0% | 1.080% | 0.02% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 174K | $3.7M | +2.2% | 1.077% | 0.07% |
| 19 | SEI INVESTMENTS CO | 165K | $3.5M | +65.5% | 1.019% | 0.00% |
| 20 | DEPRINCE RACE & ZOLLO INC | 157K | $3.3M | -25.1% | 0.968% | 0.06% |
| 21 | Bank of New York Mellon Corp | 155K | $3.3M | +5.9% | 0.957% | 0.00% |
| 22 | Qube Research & Technologies Ltd | 150K | $3.2M | +20.5% | 0.924% | 0.00% |
| 23 | CWA Asset Management Group, LLC | 144K | $3.0M | 0.0% | 0.890% | 0.12% |
| 24 | NORTHERN TRUST CORP | 131K | $2.8M | +4.2% | 0.810% | 0.00% |
| 25 | Empowered Funds, LLC | 118K | $2.5M | +10.7% | 0.726% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in HVT — a direct measure of their conviction.
Filings activity in HVT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 138 | +5.3% | 64.41% | 7.93 pp | $247M | 11% |
| Q4 2025 | 131 | +12% | 72.34% | +3.22 pp | $278M | +4.7% |
| Q3 2025 | 117 | 3.3% | 69.12% | +5.10 pp | $265M | +8.0% |
| Q2 2025 | 121 | 1.6% | 64.02% | +2.97 pp | $246M | +4.9% |
| Q1 2025 | 123 | 6.8% | 61.05% | 9.63 pp | $234M | 14% |
| Q4 2024 | 132 | 14% | 70.68% | 15.59 pp | $271M | 18% |
| Q3 2024 | 153 | +14% | 86.27% | +4.65 pp | $331M | +5.7% |
| Q2 2024 | 134 | — | 81.62% | — | $313M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HVT stock.
Based on Q1 2026 13F filings, institutional ownership of Haverty Furniture Companies, Inc. stands at 64.4%, held across 138 reporting institutions.
PZENA INVESTMENT MANAGEMENT LLC is the largest reported institutional holder of HVT, with approximately 1,460,148 shares worth $0.03B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of HVT, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for HVT is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
27 institutions opened new positions in HVT during Q1 2026, while 20 fully exited. 21 added to existing positions and 88 trimmed.
HVT institutional ownership fell by 7.93 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 61.0% of all reported 13F value in HVT, and the top 25 account for 85.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Haverty Furniture Companies, Inc. (HVT) Institutional Ownership