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Haverty Furniture (HVT)

CUSIP: 419596101 | NYSE | Consumer Cyclical · Home Improvement Retail | Small Cap | 584 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GBurton Partnership L P628,2554.4%Newly reportedJun 17, 2026No 13F filer matched
13GBurton Partnership L P628,255
4.4% of class · Jun 17, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Pzena Investment Management LLC1,520,237
0.1% of portfolio›$42.1M
Dimensional Fund Advisors LP941,504
0.0% of portfolio›$26.1M
Geode Capital Management, LLC348,118
0.0% of portfolio›$9.6M
Bank of New York Mellon Corp157,915
0.0% of portfolio›$4.4M
CWA Asset Management Group, LLC144,000
0.1% of portfolio›$4.0M
Russell Investments Group, Ltd.99,282
0.0% of portfolio›$2.7M
Creative Planning85,385
0.0% of portfolio›$2.4M
Tectonic Advisors LLC79,791
0.1% of portfolio›$2.2M
Deprince Race & Zollo Inc64,491
0.0% of portfolio›$1.8M
SG Capital Management LLC56,738
0.1% of portfolio›$1.6M
Waters Parkerson & Co., LLC41,600
0.1% of portfolio›$1.2M
Barclays PLC37,224
0.0% of portfolio›$1.0M
SummerHaven Investment Management, LLC36,435
0.6% of portfolio›$1.0M
Y-Intercept (Hong Kong) Ltd36,377
0.0% of portfolio›$1.0M
Parallel Advisors, LLC29,652
0.0% of portfolio›$820.5K
Truist Financial Corp22,328
0.0% of portfolio›$617.8K
LPL Financial LLC15,001
0.0% of portfolio›$415.1K
James Investment Research, Inc.13,983
0.0% of portfolio›$386.9K
Signaturefd, LLC6,628
0.0% of portfolio›$183.4K
Strs Ohio5,800
0.0% of portfolio›$160.5K
Highline Wealth Partners LLC3,700
0.0% of portfolio›$102.4K
Wilmington Savings Fund Society, FSB3,200
0.0% of portfolio›$88.5K
Montag A & Associates Inc3,062
0.0% of portfolio›$84.7K
State of Alaska, Department of Revenue2,759
0.0% of portfolio›$75
Fifth Third Bancorp2,310
0.0% of portfolio›$63.9K
Citigroup Inc2,271
0.0% of portfolio›$62.8K
Versant Capital Management, Inc1,921
0.0% of portfolio›$53.2K
Farther Finance Advisors, LLC1,252
0.0% of portfolio›$34.6K
EverSource Wealth Advisors, LLC1,011
0.0% of portfolio›$28.0K
Pinnacle Wealth Planning Services, Inc.873
0.0% of portfolio›$24.2K
Gamma Investing LLC829
0.0% of portfolio›$22.9K
Nisa Investment Advisors, LLC367
0.0% of portfolio›$10.2K
Covestor Ltd316
0.0% of portfolio›$8
Allworth Financial LP291
0.0% of portfolio›$7.4K
Sterling Capital Management LLC256
0.0% of portfolio›$7.1K
PNC Financial Services Group, Inc.217
0.0% of portfolio›$6.0K
Fortitude Family Office, LLC216
0.0% of portfolio›$6.0K
Harbor Capital Advisors, Inc.202
0.0% of portfolio›$6
Bare Financial Services, Inc180
0.0% of portfolio›$5.0K
Zions Bancorporation, National Association163
0.0% of portfolio›$4.5K
SBI Securities Co., Ltd.157
0.0% of portfolio›$4.3K
IFP Advisors, Inc156
0.0% of portfolio›$4.3K
MJT & Associates Financial Advisory Group, Inc.88
0.0% of portfolio›$2.4K
Essential Partners LLC67
0.0% of portfolio›$1.9K
US Bancorp \de\46
0.0% of portfolio›$1.3K
Physician Wealth Advisors, Inc.38
0.0% of portfolio›$1.1K
Root Financial Partners, LLC38
0.0% of portfolio›$1.1K
Clark Wealth Partners33
0.0% of portfolio›$914
True Wealth Design, LLC27
0.0% of portfolio›$748
Parkside Financial Bank & Trust25
0.0% of portfolio›$692
SJS Investment Consulting Inc.20
0.0% of portfolio›$554
Provenance Wealth Advisors, LLC8
0.0% of portfolio›$221
MassMutual Private Wealth & Trust, FSB7
0.0% of portfolio›$194
Clearstead Advisors, LLC5
0.0% of portfolio›$139
Hughes Financial Services, LLC1
0.0% of portfolio›$29
Birch Financial Group, LLC0
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Pzena Investment Management LLC
1,520,237$42.1M0.1%Deep ValueMediumNew York, NY2026-10-30
Dimensional Fund Advisors LP
941,504$26.1M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
348,118$9.6M0.0%IndexVery LowBoston, MA2026-11-06
Bank of New York Mellon Corp
157,915$4.4M0.0%CoreLowNew York, NY2026-11-05
CWA Asset Management Group, LLC
144,000$4.0M0.1%CoreMediumNaples, FL2026-10-19
Russell Investments Group, Ltd.
99,282$2.7M0.0%CoreLowSeattle, WA2026-11-06
Creative Planning
85,385$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Tectonic Advisors LLC
79,791$2.2M0.1%YieldLowFrisco, TX2026-10-22
Deprince Race & Zollo Inc
64,491$1.8M0.0%Deep ValueHighWinter Park, FL2026-10-13
SG Capital Management LLC
56,738$1.6M0.1%ValueVery HighChicago, IL2026-11-06
Waters Parkerson & Co., LLC
41,600$1.2M0.1%CoreVery LowNew Orleans, LA2026-11-04
Barclays PLC
37,224$1.0M0.0%CoreMediumLondon, United Kingdom2026-11-06
SummerHaven Investment Management, LLC
36,435$1.0M0.6%Deep ValueHighStamford, CT2026-10-19
Y-Intercept (Hong Kong) Ltd
36,377$1.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Parallel Advisors, LLC
29,652$820.5K0.0%IndexLowSan Francisco, CA2026-11-03
Truist Financial Corp
22,328$617.8K0.0%CoreLowCharlotte, NC2026-10-30
LPL Financial LLC
15,001$415.1K0.0%IndexVery LowFort Mill, SC2026-11-06
James Investment Research, Inc.
13,983$386.9K0.0%CoreLowAlpha, OH2026-10-22
Signaturefd, LLC
6,628$183.4K0.0%IndexLowAtlanta, GA2026-10-23
Strs Ohio
5,800$160.5K0.0%CoreMediumColumbus, OH2026-10-30
Highline Wealth Partners LLC
3,700$102.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Wilmington Savings Fund Society, FSB
3,200$88.5K0.0%CoreLowWilmington, DE2026-10-23
Montag A & Associates Inc
3,062$84.7K0.0%CoreLowAtlanta, GA2026-10-29
State of Alaska, Department of Revenue
2,759$750.0%CoreVery LowJuneau, AK2026-10-15
Fifth Third Bancorp
2,310$63.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Citigroup Inc
2,271$62.8K0.0%CoreMediumNew York, NY2026-11-04
Versant Capital Management, Inc
1,921$53.2K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
1,252$34.6K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
1,011$28.0K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
873$24.2K0.0%GARPLowMansfield, OH2026-10-27
Gamma Investing LLC
829$22.9K0.0%IndexVery LowFoster City, CA2026-10-08
Nisa Investment Advisors, LLC
367$10.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Covestor Ltd
316$80.0%ValueHighLondon, United Kingdom2026-10-30
Allworth Financial LP
291$7.4K0.0%IndexLowFolsom, CA2026-11-06
Sterling Capital Management LLC
256$7.1K0.0%GARPMediumCharlotte, NC2026-10-22
PNC Financial Services Group, Inc.
217$6.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Fortitude Family Office, LLC
216$6.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Harbor Capital Advisors, Inc.
202$60.0%ValueHighChicago, IL2026-10-22
Bare Financial Services, Inc
180$5.0K0.0%ETFVery LowGap, PA2026-11-04
Zions Bancorporation, National Association
163$4.5K0.0%CoreMediumSalt Lake City, UT2026-11-06
SBI Securities Co., Ltd.
157$4.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
IFP Advisors, Inc
156$4.3K0.0%GrowthLowTampa, FL2026-10-16
MJT & Associates Financial Advisory Group, Inc.
88$2.4K0.0%ETFLowMontevideo, MN2026-10-07
Essential Partners LLC
67$1.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
US Bancorp \de\
46$1.3K0.0%IndexLowMinneapolis, MN2026-11-05
Physician Wealth Advisors, Inc.
38$1.1K0.0%ETFMediumMidvale, UT2026-10-20
Root Financial Partners, LLC
38$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
Clark Wealth Partners
33$9140.0%ETFVery LowO'Fallon, IL2026-10-19
True Wealth Design, LLC
27$7480.0%ETFMediumAkron, OH2026-10-13
Parkside Financial Bank & Trust
25$6920.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
20$5540.0%ETFVery LowSylvania, OH2026-10-26
Provenance Wealth Advisors, LLC
8$2210.0%ETFLowFort Lauderdale, FL2026-10-30
MassMutual Private Wealth & Trust, FSB
7$1940.0%CoreLowSpringfield, MA2026-10-05
Clearstead Advisors, LLC
5$1390.0%ETFLowCleveland, OH2026-11-06
Hughes Financial Services, LLC
1$290.0%ETFLowHerndon, VA2026-10-30
Birch Financial Group, LLC
0$90.0%CoreLowKeene, NH2026-10-27