HVT — HAVERTY FURNITURE COS INC
Reported value held$182.94M
Funds holding (latest)40
SectorConsumer Discretionary
Funds holding (Q2 2026)28
Institutional value$148.61M · 5.83M sh
New / Add / Cut / Exit1 / 16 / 9 / 2
Top-5 / Top-10 concentration76.7% / 91.7%
Institutional holdings change
Accumulating +2.7%
(+154.55K sh)
Institutional value change
Up +23.8%
As of Q2 2026, 28 SEC-registered investment managers reported holding HVT (HAVERTY FURNITURE COS INC) in their latest 13F filings, with a combined reported value of $148.61M across 5.83M shares. That is +2.7% by share count (+154.55K shares) versus the previous quarter, while reported value moved +23.8%. Ownership is concentrated: the five largest holders account for 76.7% of reported value and the top ten for 91.7%.
Compared with the prior quarter, 1 opened new positions, 16 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HVT is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Pzena Investment Management history | 1.56M | $39.91M | 0.12% | Add |
| BlackRock Inc history | 1.53M | $39.13M | 0.00% | Add |
| Renaissance Technologies history | 679.71K | $17.35M | 0.02% | Reduce |
| Geode Capital Management history | 353.79K | $9.03M | 0.00% | Add |
| Arrowstreet Capital history | 334.36K | $8.54M | 0.00% | Hold |
| Charles Schwab Investment Management history | 255.91K | $6.53M | 0.00% | Reduce |
| Goldman Sachs Group history | 204.50K | $5.22M | 0.00% | Reduce |
| BNY Mellon history | 161.48K | $4.12M | 0.00% | Add |
| Northern Trust Corp history | 139.49K | $3.56M | 0.00% | Add |
| Morgan Stanley history | 113.23K | $2.89M | 0.00% | Reduce |
| AQR Capital Management history | 94.08K | $2.40M | 0.00% | Reduce |
| Lazard Asset Management history | 84.19K | $2.15M | 0.00% | Add |
| D. E. Shaw & Co history | 79.14K | $2.02M | 0.00% | Add |
| JPMorgan Chase & Co history | 37.62K | $958.63K | 0.00% | New |
| Citadel Advisors history | 30.32K | $774.20K | 0.00% | Add |
| Invesco Ltd history | 25.67K | $655.30K | 0.00% | Reduce |
| Bank of America Corp history | 22.50K | $574.45K | 0.00% | Reduce |
| UBS Group AG history | 19.70K | $502.84K | 0.00% | Reduce |
| Two Sigma Investments history | 16.85K | $430.15K | 0.00% | Add |
| Franklin Resources history | 15.60K | $398.29K | 0.00% | Add |
| Deutsche Bank AG history | 13.51K | $344.81K | 0.00% | Add |
| Wells Fargo & Co history | 12.81K | $327.05K | 0.00% | Add |
| Prudential Financial history | 10.95K | $279.55K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 9.98K | $254.89K | 0.00% | Add |
| Citigroup Inc history | 7.91K | $201.84K | 0.00% | Add |
| Legal & General Investment Management America history | 1.26K | $32.30K | 0.00% | Hold |
| PNC Financial Services history | 246 | $6.28K | 0.00% | Add |
| T. Rowe Price Associates history | 11.51K | $294 | 0.00% | Add |
Q1 2026 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Pzena Investment Management history | 1.46M | $30.93M | 0.10% | Hold |
| BlackRock Inc history | 1.41M | $29.88M | 0.00% | Reduce |
| Renaissance Technologies history | 719.83K | $15.25M | 0.02% | Add |
| Arrowstreet Capital history | 334.36K | $7.08M | 0.00% | Reduce |
| Geode Capital Management history | 329.60K | $6.98M | 0.00% | Add |
| Charles Schwab Investment Management history | 325.84K | $6.90M | 0.00% | Reduce |
| Goldman Sachs Group history | 238.75K | $5.06M | 0.00% | Reduce |
| BNY Mellon history | 154.97K | $3.28M | 0.00% | Add |
| Northern Trust Corp history | 131.17K | $2.78M | 0.00% | Add |
| Morgan Stanley history | 114.22K | $2.42M | 0.00% | Add |
| AQR Capital Management history | 104.50K | $2.21M | 0.00% | Reduce |
| Lazard Asset Management history | 81.54K | $1.73M | 0.00% | Add |
| D. E. Shaw & Co history | 73.29K | $1.55M | 0.00% | Add |
| UBS Group AG history | 37.29K | $789.85K | 0.00% | Reduce |
| Bank of America Corp history | 26.23K | $555.55K | 0.00% | Add |
| Invesco Ltd history | 25.91K | $548.67K | 0.00% | Reduce |
| Prudential Financial history | 24.35K | $515.69K | 0.00% | Add |
| Citadel Advisors history | 13.70K | $290.17K | 0.00% | Reduce |
| Franklin Resources history | 12.44K | $263.54K | 0.00% | New |
| Two Sigma Investments history | 11.94K | $252.87K | 0.00% | New |
| Millennium Management history | 10.47K | $221.78K | 0.00% | Reduce |
| Balyasny Asset Management history | 9.47K | $200.64K | 0.00% | Add |
| Wells Fargo & Co history | 6.17K | $130.59K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.73K | $79.06K | 0.00% | Reduce |
| Deutsche Bank AG history | 2.40K | $50.75K | 0.00% | Reduce |
| Citigroup Inc history | 2.22K | $46.98K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.26K | $26.79K | 0.00% | Hold |
| PNC Financial Services history | 244 | $5.17K | 0.00% | Reduce |
| T. Rowe Price Associates history | 11.12K | $236 | 0.00% | New |
Q4 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Pzena Investment Management history | 1.46M | $34.07M | 0.10% | Reduce |
| BlackRock Inc history | 1.44M | $33.60M | 0.00% | Reduce |
| Vanguard Group history | 934.59K | $21.83M | 0.00% | Add |
| Renaissance Technologies history | 700.21K | $16.36M | 0.03% | Reduce |
| Goldman Sachs Group history | 525.61K | $12.28M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 371.84K | $8.69M | 0.00% | Add |
| Arrowstreet Capital history | 337.89K | $7.89M | 0.01% | Hold |
| Geode Capital Management history | 321.84K | $7.52M | 0.00% | Reduce |
| BNY Mellon history | 146.38K | $3.42M | 0.00% | Reduce |
| Northern Trust Corp history | 125.83K | $2.94M | 0.00% | Reduce |
| Morgan Stanley history | 112.97K | $2.64M | 0.00% | Reduce |
| AQR Capital Management history | 110.76K | $2.59M | 0.00% | Add |
| Lazard Asset Management history | 71.84K | $1.68M | 0.00% | Add |
| D. E. Shaw & Co history | 61.48K | $1.44M | 0.00% | Add |
| UBS Group AG history | 51.37K | $1.20M | 0.00% | Add |
| Millennium Management history | 48.17K | $1.13M | 0.00% | Add |
| JPMorgan Chase & Co history | 37.14K | $867.64K | 0.00% | Hold |
| Citadel Advisors history | 35.76K | $835.38K | 0.00% | Add |
| Invesco Ltd history | 29.94K | $699.38K | 0.00% | Reduce |
| Bank of America Corp history | 25.02K | $584.44K | 0.00% | Reduce |
| Prudential Financial history | 20.83K | $486.61K | 0.00% | Add |
| Wells Fargo & Co history | 16.19K | $378.22K | 0.00% | Add |
| Deutsche Bank AG history | 11.14K | $260.35K | 0.00% | Reduce |
| Balyasny Asset Management history | 9.22K | $215.43K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 7.21K | $168.52K | 0.00% | Add |
| Citigroup Inc history | 6.16K | $143.83K | 0.00% | Add |
| CPP Investments history | 6.00K | $140.16K | 0.00% | New |
| Legal & General Investment Management America history | 1.26K | $29.55K | 0.00% | Hold |
| PNC Financial Services history | 496 | $11.59K | 0.00% | Reduce |
Q3 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Pzena Investment Management history | 1.56M | $34.18M | 0.11% | Hold |
| BlackRock Inc history | 1.50M | $32.99M | 0.00% | Reduce |
| Vanguard Group history | 910.88K | $19.98M | 0.00% | Add |
| Renaissance Technologies history | 724.21K | $15.88M | 0.02% | Add |
| Goldman Sachs Group history | 603.44K | $13.23M | 0.00% | Add |
| Arrowstreet Capital history | 337.89K | $7.41M | 0.01% | Hold |
| Geode Capital Management history | 327.60K | $7.19M | 0.00% | Hold |
| Morgan Stanley history | 315.92K | $6.93M | 0.00% | Add |
| Charles Schwab Investment Management history | 307.23K | $6.74M | 0.00% | Add |
| BNY Mellon history | 195.74K | $4.29M | 0.00% | Reduce |
| Northern Trust Corp history | 138.16K | $3.03M | 0.00% | Add |
| AQR Capital Management history | 82.39K | $1.81M | 0.00% | Reduce |
| Lazard Asset Management history | 66.98K | $1.47M | 0.00% | Add |
| Marshall Wace history | 42.23K | $926.13K | 0.00% | New |
| Bank of America Corp history | 41.37K | $907.25K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 37.15K | $814.74K | 0.00% | Reduce |
| Invesco Ltd history | 33.34K | $731.08K | 0.00% | Reduce |
| UBS Group AG history | 26.22K | $575.03K | 0.00% | Add |
| D. E. Shaw & Co history | 23.02K | $504.92K | 0.00% | Reduce |
| Citadel Advisors history | 22.90K | $502.20K | 0.00% | Reduce |
| Millennium Management history | 20.89K | $458.18K | 0.00% | Reduce |
| Prudential Financial history | 13.50K | $296.06K | 0.00% | New |
| Wells Fargo & Co history | 11.41K | $250.23K | 0.00% | Add |
| Deutsche Bank AG history | 11.27K | $247.13K | 0.00% | Hold |
| Citigroup Inc history | 3.70K | $81.19K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.51K | $33.10K | 0.00% | Add |
| Legal & General Investment Management America history | 1.26K | $27.74K | 0.00% | Hold |
| PNC Financial Services history | 924 | $20.26K | 0.00% | Add |
Q2 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.58M | $32.18M | 0.00% | Reduce |
| Pzena Investment Management history | 1.56M | $31.76M | 0.10% | Add |
| Vanguard Group history | 882.77K | $17.96M | 0.00% | Add |
| Renaissance Technologies history | 717.61K | $14.60M | 0.02% | Add |
| Goldman Sachs Group history | 538.60K | $10.96M | 0.00% | Reduce |
| Arrowstreet Capital history | 337.89K | $6.88M | 0.01% | Add |
| Geode Capital Management history | 326.00K | $6.64M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 240.47K | $4.89M | 0.00% | Add |
| BNY Mellon history | 203.72K | $4.15M | 0.00% | Add |
| Morgan Stanley history | 166.86K | $3.40M | 0.00% | Reduce |
| Northern Trust Corp history | 135.12K | $2.75M | 0.00% | Reduce |
| Millennium Management history | 105.06K | $2.14M | 0.00% | Reduce |
| AQR Capital Management history | 95.29K | $1.94M | 0.00% | Reduce |
| Bank of America Corp history | 78.45K | $1.60M | 0.00% | Hold |
| D. E. Shaw & Co history | 46.36K | $943.38K | 0.00% | Reduce |
| Invesco Ltd history | 40.45K | $823.26K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 40.02K | $814.35K | 0.00% | Hold |
| Citadel Advisors history | 28.01K | $569.96K | 0.00% | Reduce |
| UBS Group AG history | 25.48K | $518.54K | 0.00% | Reduce |
| Deutsche Bank AG history | 11.27K | $229.32K | 0.00% | Reduce |
| Wells Fargo & Co history | 9.74K | $198.25K | 0.00% | Reduce |
| Citigroup Inc history | 7.03K | $143.06K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.26K | $25.74K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.17K | $23.79K | 0.00% | Add |
| PNC Financial Services history | 908 | $18.48K | 0.00% | Reduce |
| Lazard Asset Management history | 61.89K | $1.26K | 0.00% | New |
Q1 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.59M | $31.35M | 0.00% | Add |
| Pzena Investment Management history | 966.08K | $19.05M | 0.07% | Hold |
| Vanguard Group history | 873.45K | $17.22M | 0.00% | Reduce |
| Renaissance Technologies history | 713.61K | $14.07M | 0.02% | Reduce |
| Goldman Sachs Group history | 619.41K | $12.21M | 0.00% | Reduce |
| Geode Capital Management history | 338.16K | $6.67M | 0.00% | Add |
| Arrowstreet Capital history | 312.94K | $6.17M | 0.01% | Add |
| Morgan Stanley history | 241.92K | $4.77M | 0.00% | Add |
| BNY Mellon history | 200.32K | $3.95M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 180.42K | $3.56M | 0.00% | Add |
| AQR Capital Management history | 162.82K | $3.21M | 0.00% | Add |
| Northern Trust Corp history | 145.40K | $2.87M | 0.00% | Reduce |
| Millennium Management history | 121.76K | $2.40M | 0.00% | Add |
| D. E. Shaw & Co history | 121.38K | $2.39M | 0.00% | Add |
| Citadel Advisors history | 98.63K | $1.94M | 0.00% | Add |
| Bank of America Corp history | 78.49K | $1.55M | 0.00% | Add |
| UBS Group AG history | 72.35K | $1.43M | 0.00% | Reduce |
| Invesco Ltd history | 47.84K | $943.38K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 39.84K | $785.72K | 0.00% | Add |
| Two Sigma Investments history | 38.58K | $760.74K | 0.00% | Add |
| Balyasny Asset Management history | 38.53K | $759.73K | 0.00% | Add |
| Franklin Resources history | 34.55K | $681.35K | 0.00% | Reduce |
| Prudential Financial history | 16.20K | $319.50K | 0.00% | Reduce |
| Deutsche Bank AG history | 14.85K | $292.88K | 0.00% | Reduce |
| Citigroup Inc history | 12.49K | $246.40K | 0.00% | Reduce |
| Wells Fargo & Co history | 10.75K | $212.04K | 0.00% | Reduce |
| PNC Financial Services history | 1.52K | $30.02K | 0.00% | Add |
| Legal & General Investment Management America history | 1.26K | $24.95K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 868 | $17.12K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 37.62K sh · $958.63K
Fully Exited (vs previous quarter)
- Millennium Management sold 10.47K sh · $221.78K
- Balyasny Asset Management sold 9.47K sh · $200.64K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pzena Investment Management | 1.56M | 1.46M | 1.46M | 1.56M | 1.56M | 966.08K | 962.10K | 719.64K | — | — | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 1.53M | 1.41M | 1.44M | 1.50M | 1.58M | 1.59M | 1.40M | 1.23M | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 679.71K | 719.83K | 700.21K | 724.21K | 717.61K | 713.61K | 722.71K | 791.61K | 839.61K | 848.41K | 838.11K | 837.01K | 835.11K | 903.01K | 838.41K | 905.01K | 1.01M | 1.08M | 1.15M | 1.25M |
| Geode Capital Management | 353.79K | 329.60K | 321.84K | 327.60K | 326.00K | 338.16K | 326.22K | 321.11K | 330.51K | 319.38K | 305.89K | 316.96K | 300.93K | 291.18K | 289.08K | 291.00K | 291.66K | 283.45K | 268.86K | 289.46K |
| Arrowstreet Capital | 334.36K | 334.36K | 337.89K | 337.89K | 337.89K | 312.94K | 105.06K | 271.11K | 135.55K | 281.07K | 281.07K | 281.90K | 280.29K | 251.42K | 242.37K | 144.82K | — | 58.78K | 182.12K | 344.23K |
| Charles Schwab Investment Management | 255.91K | 325.84K | 371.84K | 307.23K | 240.47K | 180.42K | 169.47K | 224.74K | 278.23K | 322.12K | 308.56K | 299.50K | 291.88K | 290.53K | 294.75K | 292.55K | 278.55K | 251.71K | 228.97K | 247.67K |
| Goldman Sachs Group | 204.50K | 238.75K | 525.61K | 603.44K | 538.60K | 619.41K | 635.50K | 227.94K | 59.33K | 48.21K | 130.68K | 126.25K | 146.21K | 201.24K | 287.91K | 168.05K | 179.32K | 129.43K | 284.64K | 46.00K |
| BNY Mellon | 161.48K | 154.97K | 146.38K | 195.74K | 203.72K | 200.32K | 208.84K | 173.32K | 222.76K | 235.58K | 244.29K | 268.76K | 271.90K | 285.91K | 294.50K | 271.10K | 248.89K | 259.90K | 253.41K | 328.62K |
| Northern Trust Corp | 139.49K | 131.17K | 125.83K | 138.16K | 135.12K | 145.40K | 155.85K | 267.68K | 282.23K | 286.14K | 330.60K | 331.99K | 331.45K | 332.83K | 341.15K | 344.56K | 347.55K | 361.92K | 376.00K | 385.30K |
| Morgan Stanley | 113.23K | 114.22K | 112.97K | 315.92K | 166.86K | 241.92K | 187.09K | 155.79K | 170.08K | 217.55K | 304.82K | 184.18K | 186.52K | 247.73K | 209.37K | 275.87K | 237.86K | 202.73K | 142.22K | 200.59K |
| AQR Capital Management | 94.08K | 104.50K | 110.76K | 82.39K | 95.29K | 162.82K | 124.75K | 70.63K | 76.30K | 57.16K | 58.32K | 58.54K | 51.04K | 49.02K | 53.64K | 38.55K | 27.79K | 26.30K | 36.63K | 46.42K |
| Lazard Asset Management | 84.19K | 81.54K | 71.84K | 66.98K | 61.89K | — | — | — | — | — | — | — | — | — | — | — | 1.28K | 1.40K | 3.21K | 3.10K |
| D. E. Shaw & Co | 79.14K | 73.29K | 61.48K | 23.02K | 46.36K | 121.38K | 100.21K | 46.57K | 59.69K | 10.46K | — | — | — | 26.78K | 47.01K | 52.36K | 53.58K | 81.29K | 42.77K | — |
| JPMorgan Chase & Co | 37.62K | — | 37.14K | 37.15K | 40.02K | 39.84K | 38.66K | 64.35K | 149.90K | 150.67K | 42.16K | 41.65K | 43.61K | 62.97K | 50.96K | 45.06K | 25.27K | 24.05K | 62.92K | 65.67K |
| Citadel Advisors | 30.32K | 13.70K | 35.76K | 22.90K | 28.01K | 98.63K | 91.57K | 259.93K | 142.53K | 169.11K | 205.73K | 190.78K | 280.44K | 182.96K | 136.88K | 137.68K | 176.93K | 60.20K | 92.23K | 126.46K |
| Invesco Ltd | 25.67K | 25.91K | 29.94K | 33.34K | 40.45K | 47.84K | 52.44K | 52.24K | 386.47K | 310.64K | 309.03K | 322.45K | 296.29K | 293.40K | 312.92K | 180.65K | 186.80K | 172.25K | 197.21K | 180.57K |
| Bank of America Corp | 22.50K | 26.23K | 25.02K | 41.37K | 78.45K | 78.49K | 50.81K | 16.74K | 20.03K | 23.20K | 37.66K | 32.72K | 25.69K | 30.58K | 38.40K | 46.66K | 61.77K | 63.51K | 21.94K | 28.30K |
| UBS Group AG | 19.70K | 37.29K | 51.37K | 26.22K | 25.48K | 72.35K | 85.15K | 10.26K | 10.07K | 15.19K | 17.07K | 10.49K | 16.63K | 12.07K | 11.25K | 4.69K | 1.25K | 57.27K | 60.49K | 41.00K |
| Two Sigma Investments | 16.85K | 11.94K | — | — | — | 38.58K | 15.23K | 51.07K | 27.20K | 41.51K | 72.28K | 97.12K | 100.73K | 94.29K | 58.80K | 31.56K | — | — | 10.79K | 20.13K |
| Franklin Resources | 15.60K | 12.44K | — | — | — | 34.55K | 147.06K | 127.52K | 123.07K | 124.81K | — | — | 7.49K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details