Haverty Furniture Companies Ownership | Who Owns Haverty Furniture Companies?
Haverty Furniture Companies Ownership Summary
Haverty Furniture Companies is owned by 81.40% institutional investors, 10.57% insiders, and 8.03% retail investors. Blackrock is the largest institutional shareholder, holding 15.20% of HVT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.65% of its assets in Haverty Furniture Companies shares.
HVT Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Haverty Furniture Companies | 81.40% | 10.57% | 8.03% |
Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
Industry | Home Improvement Stocks | 66.19% | 14.52% | 19.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 2.26M | 15.20% | $57.27M |
Dimensional fund advisors lp | 1.24M | 8.33% | $31.39M |
Vanguard group | 1.09M | 7.34% | $27.64M |
First trust advisors lp | 932.24K | 6.26% | $23.58M |
Renaissance | 839.61K | 5.64% | $21.23M |
Lsv asset management | 721.77K | 4.84% | $18.25M |
State street | 558.85K | 3.75% | $14.13M |
Cambria investment management | 425.19K | 2.85% | $10.75M |
Invesco | 386.47K | 2.59% | $9.77M |
Hotchkis & wiley capital management | 333.34K | 2.24% | $8.43M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Cambria investment management | 425.19K | 0.66% | $10.75M |
Wulff, hansen | 22.66K | 0.57% | $573.12K |
Denali advisors | 21.20K | 0.15% | $536.15K |
Emc capital management | 8.06K | 0.12% | $204.00K |
Weiss asset management lp | 121.06K | 0.12% | $3.06M |
Bridgeway capital management | 159.89K | 0.09% | $4.04M |
Deprince race & zollo | 145.90K | 0.08% | $3.69M |
Hennion & walsh asset management | 60.90K | 0.08% | $1.54M |
Winton group | 36.58K | 0.06% | $925.03K |
James investment research | 13.98K | 0.04% | $353.63K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
First trust advisors lp | 932.24K | 0.02% | 894.36K |
Millennium management | 125.00K | 0.00% | 125.00K |
Weiss asset management lp | 121.06K | 0.12% | 121.06K |
Invesco | 386.47K | 0.00% | 75.84K |
Hotchkis & wiley capital management | 333.34K | 0.03% | 70.20K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Royce & associates lp | - | - | -157.52K |
Arrowstreet capital, limited partnership | 135.55K | 0.00% | -145.51K |
Principal financial group | - | - | -65.77K |
Jane street group | 26.80K | 0.00% | -51.44K |
Morgan stanley | 170.08K | 0.00% | -47.47K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Weiss asset management lp | 121.06K | 0.12% | 121.06K | $3.06M |
Toroso investments | 18.71K | 0.01% | 18.71K | $473.10K |
Corebridge financial | 8.31K | 0.00% | 8.31K | $210.26K |
Mirae asset global etfs | 8.13K | 0.00% | 8.13K | $205.73K |
Smartleaf asset management | 30.00 | 0.00% | 30.00 | $729.00 |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -4.00 |
Umb bank, n.a. | -4.00 |
Parkside financial bank & trust | -4.00 |
Rothschild investment | -15.00 |
Us bancorp \de\ | -56.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 155 | 14.81% | 13,300,742 | -3.01% | 81 | 1.16% | 80 | 29.03% | 49 | 6.52% |
Jun 30, 2024 | 132 | -8.97% | 13,704,807 | 5.70% | 91 | 1.21% | 59 | 7.27% | 46 | -6.12% |
Mar 31, 2024 | 145 | -3.33% | 12,965,236 | -0.30% | 87 | 1.16% | 55 | -9.84% | 49 | -9.26% |
Dec 31, 2023 | 150 | 11.94% | 13,004,101 | 1.59% | 86 | 1.20% | 61 | 27.08% | 54 | 1.89% |
Sep 30, 2023 | 134 | -8.22% | 12,800,292 | -2.91% | 84 | 1.11% | 48 | -27.27% | 53 | 10.42% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 435.60K | 2.65% | - |
Cambria Shareholder Yield ETF | 421.19K | 2.57% | - |
iShares Russell 2000 ETF | 364.73K | 2.22% | -826.00 |
Avantis US Small Cap Value ETF | 328.25K | 2.00% | - |
DFA US Small Cap Value I | 291.63K | 1.78% | -38.40K |
Vanguard Institutional Extnd Mkt Idx Tr | 231.39K | 1.41% | -923.00 |
DFA US Targeted Value I | 152.69K | 0.93% | - |
Fidelity Small Cap Index | 148.41K | 0.90% | -3.55K |
iShares Russell 2000 Value ETF | 134.15K | 0.82% | - |
Hotchkis & Wiley Sm Cp Divers Val I | 122.50K | 0.75% | - |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | 1 |
2023 Q4 | - | 2 |
2023 Q3 | - | 1 |
HVT Ownership FAQ
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