Havertys (HVT)
Sells residential furniture through regional showrooms, online purchasing, and design service.
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13F · 13D/G · Form 4
| Institutions | ≥ 82.02% | 12.79M shares | |
|---|---|---|---|
| 142 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.94% | 458.5K shares | |
| 8 holders · as of Aug 19, 2026 | |||
| Other | ≤ 15.04% | 2.35M shares | |
| remainder | |||
15.59M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Institutional filings for HVTA (8% of the company) are not on file here, so the institutional figure is a floor.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
142 holders · 12.79M shares · 18 new positions · 69 increased · 42 reduced · 19 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| Pzena Investment Management LLC | 1.56M | 10.03% | +103.3K | Aug 7, 2026 |
| BlackRock, Inc. | 1.53M | 9.83% | +122.0K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 936.1K | 6.00% | −4.9K | Aug 11, 2026 |
| Renaissance Technologies LLC | 679.7K | 4.36% | −40.1K | Aug 13, 2026 |
| Vanguard Capital Management LLC | 592.7K | 3.80% | +496 | Aug 13, 2026 |
| American Century Companies Inc | 572.7K | 3.67% | +32.0K | Aug 12, 2026 |
| LSV Asset Management | 475.4K | 3.05% | 0 | Aug 6, 2026 |
| Cambria Investment Management, L.P. | 373.8K | 2.40% | −72.2K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Clarence H. Smithincl. West Wesley Associates, LLC, Villa Clare Partners, L.P. | 60.40% | 13D | Apr 21, 2026 | |
| Pzena Investment Management LLC | 10.50% | 1.56M | 13G | Jul 3, 2025 |
| Dimensional Fund Advisors LP | 7.20% | 1.08M | 13G | Jan 23, 2025 |
| BlackRock, Inc. | 7.00% | 1.05M | 13G | Apr 17, 2025 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 17, 2026 | Clarence H. Smithdirector, other: Executive Chairman | Sale | 20,991 | $28.16 | 71,705 |
| Dec 11, 2025 | Rawson Jr Havertydirector | Sale | 2,331 | $24.90 | 0 |
| Dec 12, 2025 | Rawson Jr Havertydirector | Sale | 7,500 | $24.86 | 0 |
| Nov 19, 2025 | Rawson Jr Havertydirector, 10 percent owner: | Sale | 4,523 | $22.42 | 0 |
House and Senate disclosures
Not reported.