Also trades as: HVT-A (NYSE) · $vol 0M
HVT Institutional Ownership
Haverty Furniture Companies, Inc.
1W: +1.3%
1M: +3.9%
3M: +11.4%
YTD: +22.6%
1Y: +43.5%
3Y: +17.3%
5Y: +16.1%
$28.87
-0.36 (-1.23%)
Weekly Expected Move ±3.4%
$28
$29
$30
$31
$32
Credit Risk of going bust: lower than 60% of companies Debt: 33.9% 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 $0.90 (down 97%), Haverty Furniture Companies, Inc. would be worth roughly what it owes.
Total debt $230.7M against a stock market value of $450.2M.
Distance to default 6.26 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $115.4M (short-term plus half of long-term), stock volatility 31.7%; Altman Z'' 4.21. 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.
If the stock fell to about $0.90 (down 97%), Haverty Furniture Companies, Inc. would be worth roughly what it owes.
Total debt $230.7M against a stock market value of $450.2M.
Distance to default 6.26 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $115.4M (short-term plus half of long-term), stock volatility 31.7%; Altman Z'' 4.21. 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.
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Institutional Ownership — HVT
156
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$313M
Total Invested
19
New Positions
50
Increased
57
Reduced
16
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (169 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | 1,563,451 | $45M | +103,303 | +7.1% | 8Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,532,639 | $44M | +121,951 | +8.6% | 8Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 936,118 | $27M | -4,946 | -0.5% | 102Q | SEC ↗ |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 679,713 | $20M | -40,117 | -5.6% | 76Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 592,696 | $17M | +496 | +0.1% | 2Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 572,731 | $17M | +31,997 | +5.9% | 15Q | SEC ↗ |
| 7 | LSV ASSET MANAGEMENT | 475,370 | $14M | — | +0.0% | 51Q | SEC ↗ |
| 8 | Cambria Investment Management, L.P. | 373,803 | $11M | -72,223 | -16.2% | 22Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 353,791 | $10M | +24,192 | +7.3% | 92Q | SEC ↗ |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 334,359 | $10M | — | +0.0% | 16Q | SEC ↗ |
| 11 | STATE STREET CORP | 322,612 | $9M | +18,816 | +6.2% | 46Q | SEC ↗ |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 318,051 | $9M | -34,470 | -9.8% | 19Q | SEC ↗ |
| 13 | Kanen Wealth Management LLC NEW | 291,400 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Sixth Street Partners Management Compa NEW | 255,905 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 255,905 | $7M | -69,934 | -21.5% | 15Q | SEC ↗ |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 237,276 | $7M | +19,282 | +8.8% | 2Q | SEC ↗ |
| 17 | DEPRINCE RACE & ZOLLO INC | 232,560 | $7M | +75,847 | +48.4% | 12Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 204,502 | $6M | -34,246 | -14.3% | 15Q | SEC ↗ |
| 19 | Russell Investments Group, Ltd. | 195,543 | $6M | +82,366 | +72.8% | 28Q | SEC ↗ |
| 20 | Hodges Capital Management Inc. | 183,000 | $5M | -26,800 | -12.8% | 3Q | SEC ↗ |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 166,331 | $5M | -7,944 | -4.6% | 47Q | SEC ↗ |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 162,868 | $5M | -11,972 | -6.8% | 8Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 161,477 | $5M | +6,506 | +4.2% | 76Q | SEC ↗ |
| 24 | CWA Asset Management Group, LLC | 144,000 | $4M | — | +0.0% | 8Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 139,486 | $4M | +8,313 | +6.3% | 110Q | SEC ↗ |
| 26 | Empowered Funds, LLC | 119,516 | $3M | +2,014 | +1.7% | 13Q | SEC ↗ |
| 27 | MORGAN STANLEY | 113,234 | $3M | -986 | -0.9% | 55Q | SEC ↗ |
| 28 | Nuveen, LLC | 105,065 | $3M | +69,828 | +198.2% | 6Q | SEC ↗ |
| 29 | AQR CAPITAL MANAGEMENT LLC | 94,077 | $3M | -10,426 | -10.0% | 55Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 89,854 | $3M | +3,115 | +3.6% | 2Q | SEC ↗ |
| 31 | SEI INVESTMENTS CO | 87,577 | $3M | -77,417 | -46.9% | 15Q | SEC ↗ |
| 32 | LAZARD ASSET MANAGEMENT LLC | 84,186 | $2M | +2,650 | +3.3% | 5Q | SEC ↗ |
| 33 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW | 81,683 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | D. E. Shaw & Co., Inc. | 79,138 | $2M | +5,846 | +8.0% | 10Q | SEC ↗ |
| 35 | TECTONIC ADVISORS LLC | 62,738 | $2M | -25,309 | -28.7% | 3Q | SEC ↗ |
| 36 | Universal- Beteiligungs- und Servicege | 59,600 | $2M | — | +0.0% | 7Q | SEC ↗ |
| 37 | Creative Planning | 58,245 | $2M | +35,356 | +154.5% | 3Q | SEC ↗ |
| 38 | AMERIPRISE FINANCIAL INC | 56,620 | $2M | -10,525 | -15.7% | 16Q | SEC ↗ |
| 39 | SG Capital Management LLC | 55,866 | $2M | +35,472 | +173.9% | 2Q | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 55,121 | $2M | -94,438 | -63.1% | 8Q | SEC ↗ |
| 41 | Vanguard Global Advisers, LLC | 48,824 | $1M | +4,334 | +9.7% | 2Q | SEC ↗ |
| 42 | Quantinno Capital Management LP | 43,463 | $1M | +14,890 | +52.1% | 5Q | SEC ↗ |
| 43 | WATERS PARKERSON & CO., LLC | 41,600 | $1M | +1,750 | +4.4% | 14Q | SEC ↗ |
| 44 | HSBC HOLDINGS PLC | 41,034 | $1M | -5,907 | -12.6% | 8Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO | 37,623 | $1M | -634 | -1.7% | 69Q | SEC ↗ |
| 46 | ACADIAN ASSET MANAGEMENT LLC | 36,901 | $1M | -10,528 | -22.2% | 5Q | SEC ↗ |
| 47 | BNP PARIBAS ASSET MANAGEMENT Holding S | 35,200 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 48 | WULFF, HANSEN & CO. | 30,522 | $881K | — | +0.0% | 19Q | SEC ↗ |
| 49 | Parallel Advisors, LLC | 29,272 | $845K | +589 | +2.1% | 24Q | SEC ↗ |
| 50 | Invesco Ltd. | 25,668 | $741K | -237 | -0.9% | 81Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Kanen Wealth Management LLC | 291,400 | $8M |
| Sixth Street Partners Management Co | 255,905 | $7M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 81,683 | $2M |
| TRUIST FINANCIAL CORP | 22,328 | $645K |
| Odyssean, LLC | 16,546 | $478K |
| Brooklyn Investment Group | 14,066 | $406K |
| CITADEL ADVISORS LLC | 13,525 | $390K |
| Sanctuary Advisors, LLC | 10,027 | $289K |
| GSA CAPITAL PARTNERS LLP | 9,205 | $266K |
| IEQ CAPITAL, LLC | 8,032 | $232K |
| MERCER GLOBAL ADVISORS INC /ADV | 6,653 | $192K |
| ROYAL BANK OF CANADA | 410 | $12K |
| MEEDER ASSET MANAGEMENT INC | 224 | $6K |
| Integrated Wealth Concepts LLC | 207 | $6K |
| Global Retirement Partners, LLC | 175 | $5K |
| IFG Advisory, LLC | 111 | $3K |
| Covestor Ltd | 19 | $1K |
| Investors Portfolio Services LLC | 12 | $0K |
| Clearstead Advisors, LLC | 4 | $0K |
| Wealth Enhancement Trust Services, | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Inspire Investing, LLC | 50,760 | $1M |
| STATE BOARD OF ADMINISTRATION OF FL | 31,331 | $905K |
| JANE STREET GROUP, LLC | 29,704 | $858K |
| Man Group plc | 28,910 | $835K |
| Connor, Clark & Lunn Investment Man | 27,568 | $796K |
| Verition Fund Management LLC | 23,179 | $669K |
| Tidal Investments LLC | 22,651 | $654K |
| Graham Capital Management, L.P. | 20,016 | $578K |
| Magnetar Financial LLC | 16,004 | $462K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 13,980 | $404K |
| ALGERT GLOBAL LLC | 13,065 | $377K |
| HRT FINANCIAL LP | 11,371 | $328K |
| PANAGORA ASSET MANAGEMENT INC | 11,007 | $318K |
| MILLENNIUM MANAGEMENT LLC | 10,471 | $302K |
| SG Americas Securities, LLC | 10,208 | $295K |
| Balyasny Asset Management L.P. | 9,473 | $273K |
| State of Wyoming | 8,366 | $242K |
| CANADA PENSION PLAN INVESTMENT BOAR | 6,000 | $173K |
| AMALGAMATED BANK | 424 | $12K |
| Quarry LP | 304 | $9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +121,951 | +8.6% | 1,532,639 |
| PZENA INVESTMENT MANAGEMENT LLC | +103,303 | +7.1% | 1,563,451 |
| Russell Investments Group, Ltd. | +82,366 | +72.8% | 195,543 |
| DEPRINCE RACE & ZOLLO INC | +75,847 | +48.4% | 232,560 |
| Nuveen, LLC | +69,828 | +198.2% | 105,065 |
| SG Capital Management LLC | +35,472 | +173.9% | 55,866 |
| Creative Planning | +35,356 | +154.5% | 58,245 |
| AMERICAN CENTURY COMPANIES INC | +31,997 | +5.9% | 572,731 |
| GEODE CAPITAL MANAGEMENT, LLC | +24,192 | +7.3% | 353,791 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +19,282 | +8.8% | 237,276 |
| STATE STREET CORP | +18,816 | +6.2% | 322,612 |
| Quantinno Capital Management LP | +14,890 | +52.1% | 43,463 |
| Engineers Gate Manager LP | +12,518 | +121.1% | 22,858 |
| DEUTSCHE BANK AG | +11,110 | +463.7% | 13,506 |
| Susquehanna Portfolio Strategies, L | +9,994 | +104.8% | 19,534 |
| NORTHERN TRUST CORP | +8,313 | +6.3% | 139,486 |
| WELLS FARGO & COMPANY/MN | +6,644 | +107.8% | 12,810 |
| Bank of New York Mellon Corp | +6,506 | +4.2% | 161,477 |
| FMR LLC | +6,251 | +167.5% | 9,984 |
| D. E. Shaw & Co., Inc. | +5,846 | +8.0% | 79,138 |