Haverty Furniture Ownership | Who Owns Haverty Furniture?
Haverty Furniture Ownership Summary
Haverty Furniture 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. Cambria Shareholder Yield ETF is the top mutual fund, with 2.58% of its assets in Haverty Furniture shares.
HVT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Haverty Furniture | 81.40% | 10.57% | 8.03% |
| Sector | Consumer Cyclical Stocks | 59.80% | 12.55% | 27.65% |
| Industry | Home Improvement Stocks | 66.21% | 14.52% | 19.27% |
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 |
|---|---|---|---|
| Kanen wealth management | 213.48K | 1.77% | $4.75M |
| Cambria investment management | 425.19K | 0.66% | $10.75M |
| Wulff, hansen | 22.66K | 0.57% | $573.12K |
| Cwa asset management group | 144.00K | 0.16% | $3.21M |
| Denali advisors | 21.20K | 0.15% | $536.15K |
| Weiss asset management lp | 121.06K | 0.12% | $3.06M |
| Emc capital management | 8.06K | 0.10% | $180.00K |
| Bridgeway capital management | 159.89K | 0.09% | $4.04M |
| Deprince race & zollo | 145.90K | 0.08% | $3.69M |
| Winton group | 36.58K | 0.06% | $925.03K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 932.24K | 0.02% | 894.36K |
| Kanen wealth management | 213.48K | 1.77% | 155.27K |
| 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 |
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 |
|---|---|
| Parkside financial bank & trust | -4.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Umb bank, n.a. | -4.00 |
| Farmers & merchants investments | -9.00 |
| Rothschild investment | -15.00 |
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 |
|---|---|---|---|
| Cambria Shareholder Yield ETF | 423.82K | 2.58% | - |
| Vanguard Total Stock Mkt Idx Inv | 420.41K | 2.56% | - |
| iShares Russell 2000 ETF | 398.38K | 2.43% | -1.52K |
| Avantis US Small Cap Value ETF | 350.50K | 2.14% | 120.00 |
| DFA US Small Cap Value I | 281.20K | 1.71% | - |
| Philotimo Focused Growth and Income | 213.48K | 1.30% | 155.27K |
| Vanguard Institutional Extnd Mkt Idx Tr | 206.26K | 1.26% | -26.89K |
| Fidelity Small Cap Index | 146.18K | 0.89% | -105.00 |
| DFA US Targeted Value I | 144.42K | 0.88% | - |
| Multi-Manager Small Cap Eq Strat Inst | 141.01K | 0.86% | 10.04K |
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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