— Know what they know.
Not Investment Advice

BSET Institutional Ownership

Bassett Furniture Industries, Incorporated
1W: +5.5% 1M: +24.4% 3M: +15.9% YTD: +38.0% 1Y: +50.0% 3Y: +67.1% 5Y: +65.5%
$22.35
+0.08 (+0.36%)
 
Weekly Expected Move ±7.0%
$19 $21 $22 $24 $25
NASDAQ · Consumer Cyclical · Furnishings, Fixtures & Appliances · Tech Score Strong Buy · Power 70 · $193.4M mcap · 8M float · 0.662% daily turnover · Short 46% of daily vol
Credit Risk of going bust: lower than 60% of companies Debt: 30.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.64 (down 97%), Bassett Furniture Industries, Incorporated would be worth roughly what it owes.
Total debt $82.7M against a stock market value of $193.4M.
Distance to default 6.18 (Merton model): prices to 2026-10-27, balance sheet 2026-08-29, debt counted $41.4M (short-term plus half of long-term), stock volatility 33.8%; Altman Z 2.78. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — BSET

97
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
$81M
Total Invested
15
New Positions
17
Increased
47
Reduced
22
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (103 total)

# Holder Shares Value Change Change % Holding Period Filing
1 DIMENSIONAL FUND ADVISORS LP 670,547 $15M -1,380 -0.2% 102Q SEC ↗
2 AEGIS FINANCIAL CORP 550,413 $12M +23,416 +4.4% 15Q SEC ↗
3 GAMCO INVESTORS, INC. ET AL 541,631 $12M -9,500 -1.7% 16Q SEC ↗
4 VANGUARD CAPITAL MANAGEMENT LLC 359,103 $8M -47,546 -11.7% 2Q SEC ↗
5 AMERIPRISE FINANCIAL INC NEW 346,140 $8M — +0.0% 1Q SEC ↗
6 RENAISSANCE TECHNOLOGIES LLC 288,543 $6M -15,618 -5.1% 77Q SEC ↗
7 ACADIAN ASSET MANAGEMENT LLC 253,408 $6M +8,794 +3.6% 25Q SEC ↗
8 GABELLI FUNDS LLC 186,500 $4M +2,000 +1.1% 66Q SEC ↗
9 BlackRock, Inc. 171,110 $4M -366,680 -68.2% 8Q SEC ↗
10 Truffle Hound Capital, LLC 150,000 $3M — +0.0% 7Q SEC ↗
11 Peapod Lane Capital LLC NEW 123,868 $3M — +0.0% 1Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC 110,573 $2M +63,308 +133.9% 2Q SEC ↗
13 GEODE CAPITAL MANAGEMENT, LLC 98,327 $2M -100,493 -50.5% 86Q SEC ↗
14 ARROWSTREET CAPITAL, LIMITED PARTNERSH 95,030 $2M -1,431 -1.5% 34Q SEC ↗
15 RBF Capital, LLC 94,306 $2M — +0.0% 25Q SEC ↗
16 BRIDGEWAY CAPITAL MANAGEMENT, LLC 75,776 $2M -19,542 -20.5% 65Q SEC ↗
17 Bank of New York Mellon Corp 71,884 $2M -36,512 -33.7% 23Q SEC ↗
18 AMERICAN CENTURY COMPANIES INC 60,867 $1M -66 -0.1% 15Q SEC ↗
19 VANGUARD FIDUCIARY TRUST CO 51,916 $1M -2,766 -5.1% 2Q SEC ↗
20 Empowered Funds, LLC 42,076 $940K — +0.0% 13Q SEC ↗
21 BEACON INVESTMENT ADVISORS LLC 40,352 $902K +235 +0.6% 15Q SEC ↗
22 STATE STREET CORP 38,648 $864K -86,525 -69.1% 43Q SEC ↗
23 MARSHALL WACE, LLP NEW 36,400 $814K — +0.0% 1Q SEC ↗
24 MILLENNIUM MANAGEMENT LLC NEW 29,198 $653K — +0.0% 1Q SEC ↗
25 HSBC HOLDINGS PLC 26,693 $597K -1,280 -4.6% 3Q SEC ↗
26 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24,082 $538K -5,299 -18.0% 5Q SEC ↗
27 AQR CAPITAL MANAGEMENT LLC NEW 21,553 $482K — +0.0% 1Q SEC ↗
28 Westhampton Capital, LLC 20,571 $460K — +0.0% 29Q SEC ↗
29 NORTHERN TRUST CORP 19,874 $444K -39,410 -66.5% 110Q SEC ↗
30 MORGAN STANLEY 18,127 $405K -1,565 -7.9% 55Q SEC ↗
31 Marquette Asset Management, LLC NEW 16,956 $379K — +0.0% 1Q SEC ↗
32 Qube Research & Technologies Ltd NEW 16,114 $360K — +0.0% 1Q SEC ↗
33 JANE STREET GROUP, LLC NEW 16,002 $358K — +0.0% 1Q SEC ↗
34 CITADEL ADVISORS LLC NEW 14,445 $323K — +0.0% 1Q SEC ↗
35 BANK OF AMERICA CORP /DE 13,876 $310K -9,116 -39.6% 15Q SEC ↗
36 FourThought Financial Partners, LLC 13,047 $292K — +0.0% 7Q SEC ↗
37 GOLDMAN SACHS GROUP INC 13,011 $291K -48,958 -79.0% 15Q SEC ↗
38 TRUIST FINANCIAL CORP 10,183 $228K — +0.0% 99Q SEC ↗
39 UBS Group AG 9,025 $202K +2,857 +46.3% 24Q SEC ↗
40 SouthState Bank Corp 8,780 $196K — +0.0% 15Q SEC ↗
41 1620 INVESTMENT ADVISORS, INC. 8,655 $193K +250 +3.0% 11Q SEC ↗
42 OSAIC HOLDINGS, INC. 7,690 $172K -5 -0.1% 26Q SEC ↗
43 Aster Capital Management (DIFC) Ltd NEW 7,689 $172K — +0.0% 1Q SEC ↗
44 BARCLAYS PLC 7,203 $161K -3,964 -35.5% 16Q SEC ↗
45 Russell Investments Group, Ltd. 6,680 $149K +4,019 +151.0% 4Q SEC ↗
46 Vanguard Global Advisers, LLC 3,782 $85K — +0.0% 2Q SEC ↗
47 FMR LLC 3,543 $79K +2,539 +252.9% 18Q SEC ↗
48 Integrated Wealth Concepts LLC NEW 3,335 $75K — +0.0% 1Q SEC ↗
49 Nalls Sherbakoff Group, LLC 2,750 $61K — +0.0% 6Q SEC ↗
50 UBS AM, a distinct business unit of UB 2,334 $52K — +0.0% 3Q SEC ↗
Biggest Increases (18)
HolderAddedChange %Total Shares
RAYMOND JAMES FINANCIAL INC +63,308 +133.9% 110,573
AEGIS FINANCIAL CORP +23,416 +4.4% 550,413
ACADIAN ASSET MANAGEMENT LLC +8,794 +3.6% 253,408
Russell Investments Group, Ltd. +4,019 +151.0% 6,680
UBS Group AG +2,857 +46.3% 9,025
FMR LLC +2,539 +252.9% 3,543
GABELLI FUNDS LLC +2,000 +1.1% 186,500
ROYAL BANK OF CANADA +1,336 +242.9% 1,886
PNC Financial Services Group, Inc. +683 +898.7% 759
1620 INVESTMENT ADVISORS, INC. +250 +3.0% 8,655
BEACON INVESTMENT ADVISORS LLC +235 +0.6% 40,352
CWM, LLC +147 +183.8% 227
GAMMA Investing LLC +140 +59.3% 376
Allworth Financial LP +59 +2950.0% 61
IFP Advisors, Inc +51 +5100.0% 52
EverSource Wealth Advisors, LLC +20 +500.0% 24
True Wealth Design, LLC +20 +500.0% 24
ROTHSCHILD INVESTMENT LLC +17 +1700.0% 18
Biggest Decreases (20)
HolderReducedChange %Total Shares
BlackRock, Inc. -366,680 -68.2% 171,110
GEODE CAPITAL MANAGEMENT, LLC -100,493 -50.5% 98,327
STATE STREET CORP -86,525 -69.1% 38,648
GOLDMAN SACHS GROUP INC -48,958 -79.0% 13,011
VANGUARD CAPITAL MANAGEMENT LLC -47,546 -11.7% 359,103
NORTHERN TRUST CORP -39,410 -66.5% 19,874
Bank of New York Mellon Corp -36,512 -33.7% 71,884
BRIDGEWAY CAPITAL MANAGEMENT, LLC -19,542 -20.5% 75,776
RENAISSANCE TECHNOLOGIES LLC -15,618 -5.1% 288,543
GAMCO INVESTORS, INC. ET AL -9,500 -1.7% 541,631
BANK OF AMERICA CORP /DE -9,116 -39.6% 13,876
O'SHAUGHNESSY ASSET MANAGEMENT, LLC -5,299 -18.0% 24,082
BARCLAYS PLC -3,964 -35.5% 7,203
JPMORGAN CHASE & CO -3,219 -94.6% 183
WELLS FARGO & COMPANY/MN -3,081 -98.3% 54
VANGUARD FIDUCIARY TRUST CO -2,766 -5.1% 51,916
BNP PARIBAS FINANCIAL MARKETS -1,980 -85.9% 324
MORGAN STANLEY -1,565 -7.9% 18,127
ARROWSTREET CAPITAL, LIMITED PARTNE -1,431 -1.5% 95,030
DIMENSIONAL FUND ADVISORS LP -1,380 -0.2% 670,547

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms