Fund shareholders of Haverty Furniture Cos Inc
ISIN US4195961010 · United States · LEI 529900CVFMMIRXZVPD70
- Fund shareholders
- 180
- Of which ETFs
- 46 134 other funds
- Value held
- 130.5M $
This issuer has other securities: Haverty Furniture Cos Inc (US4195962000)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 479,359 | 11.1M $ | 0.04 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 422,808 | 10.8M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 367,729 | 9.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 366,199 | 9M $ | 0.91 % | as of Jul 31, 2026 ↗ |
| Philotimo Focused Growth & Income World Funds Trust | 280,000 | 7.1M $ | 5.18 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 218,452 | 5.4M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 157,654 | 4M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 155,344 | 3.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 149,070 | 3.5M $ | 0.04 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 125,547 | 3.2M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 109,550 | 2.7M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 109,002 | 2.7M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 104,886 | 2.4M $ | 0.05 % | as of May 29, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 81,285 | 2M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 79,500 | 2M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 78,254 | 2M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 76,285 | 1.9M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 74,629 | 1.8M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 70,105 | 1.6M $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 69,263 | 1.6M $ | 0.01 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 66,937 | 1.6M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 66,578 | 1.5M $ | 0.01 % | as of May 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 61,569 | 1.5M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 56,980 | 1.4M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Pzena Small Cap Value Fund Advisors Series Trust | 56,037 | 1.3M $ | 1.39 % | as of May 31, 2026 ↗ |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 53,210 | 1.2M $ | 0.02 % | as of May 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 52,255 | 1.2M $ | 0.09 % | as of May 31, 2026 ↗ |
| Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II | 49,400 | 1.3M $ | 2.10 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 46,339 | 1.2M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 44,706 | 1.1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 44,400 | 1.1M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 41,344 | 958.8K $ | 0.12 % | as of May 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 41,100 | 1M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 38,200 | 885.9K $ | 0.11 % | as of May 31, 2026 ↗ |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 33,600 | 827.9K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 32,866 | 809.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 32,674 | 805.1K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 32,084 | 790.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 29,572 | 728.7K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 29,289 | 747.7K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 27,662 | 706.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 26,795 | 621.4K $ | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 24,562 | 569.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 21,349 | 545K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 21,065 | 488.5K $ | 0.11 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,619 | 508.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 20,207 | 468.6K $ | 0.05 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 20,192 | 468.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 19,759 | 504.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 18,254 | 449.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 17,951 | 458.3K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,885 | 440.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 17,831 | 455.2K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 17,800 | 454.4K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 17,133 | 397.3K $ | 0.02 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 17,058 | 395.6K $ | 0.06 % | as of May 31, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 16,700 | 426.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 16,377 | 418.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 15,481 | 381.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 14,431 | 368.4K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 13,820 | 340.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 13,509 | 344.9K $ | 1.05 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,505 | 332.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust | 12,859 | 316.8K $ | 0.93 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 12,649 | 293.3K $ | 0.11 % | as of May 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 12,287 | 302.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 11,930 | 304.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 11,341 | 289.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 11,189 | 285.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,955 | 254K $ | 0.02 % | as of May 31, 2026 ↗ |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 10,141 | 258.9K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 10,000 | 255.3K $ | 0.26 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 9,425 | 240.6K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,414 | 240.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 9,275 | 236.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 8,659 | 221.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 8,570 | 218.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 8,550 | 210.7K $ | 0.34 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,044 | 186.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,400 | 171.6K $ | 0.09 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 7,235 | 184.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 7,224 | 178K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,037 | 173.4K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 6,902 | 160.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,833 | 174.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 6,605 | 162.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,993 | 147.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 5,931 | 151.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 5,740 | 146.5K $ | 0.18 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 5,600 | 143K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 5,505 | 127.7K $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,499 | 140.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 5,340 | 136.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,136 | 131.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 5,124 | 126.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,883 | 120.3K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,664 | 119.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 4,607 | 117.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,605 | 117.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,519 | 115.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Philotimo Focused Growth & Income World Funds Trust | 5.18 % | as of Jun 30, 2026 ↗ |
| Hodges Small Intrinsic Value Fund NORTHERN LIGHTS FUND TRUST II | 2.10 % | as of Jun 30, 2026 ↗ |
| Pzena Small Cap Value Fund Advisors Series Trust | 1.39 % | as of May 31, 2026 ↗ |
| JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 1.05 % | as of Jun 30, 2026 ↗ |
| Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust | 0.93 % | as of Jul 31, 2026 ↗ |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 0.91 % | as of Jul 31, 2026 ↗ |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 0.34 % | as of Jul 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.26 % | as of Jun 30, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.22 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 0.19 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 180 | +2 | 5,300,370 | +2.8 % |
| 2026Q2 | 178 | -2 | 5,153,909 | +0.2 % |
| 2026Q1 | 180 | -4 | 5,142,383 | -0.1 % |
| 2025Q4 | 184 | -1 | 5,148,017 | -5.0 % |
| 2025Q3 | 185 | -1 | 5,418,941 | -0.3 % |
| 2025Q2 | 186 | -1 | 5,435,558 | -0.3 % |
| 2025Q1 | 187 | -20 | 5,454,604 | -7.7 % |
| 2024Q4 | 207 | -30 | 5,906,581 | -30.5 % |
| 2024Q3 | 237 | -3 | 8,503,003 | +14.6 % |
| 2024Q2 | 240 | +17 | 7,421,072 | +13.4 % |
| 2024Q1 | 223 | -16 | 6,543,831 | -7.6 % |
| 2023Q4 | 239 | 7,080,363 |
Institutional managers
136 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 1,460,148 | 30.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,410,688 | 29.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 941,064 | 19.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 719,830 | 15.2M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 540,734 | 11.5M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 475,370 | 10.1K $ | as of Mar 31, 2026 |
| Cambria Investment Management, L.P. | 446,026 | 9.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 352,521 | 7.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 334,359 | 7.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 329,599 | 7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 325,839 | 6.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 303,796 | 6.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 238,748 | 5.1M $ | as of Mar 31, 2026 |
| Hodges Capital Management Inc. | 209,800 | 4.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 174,840 | 3.7M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 174,275 | 3.7M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 164,994 | 3.5M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 156,713 | 3.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 154,971 | 3.3M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 149,559 | 3.2M $ | as of Mar 31, 2026 |
| CWA Asset Management Group, LLC | 144,000 | 3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 131,173 | 2.8M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 117,502 | 2.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 114,220 | 2.4M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 113,177 | 2.4M $ | as of Mar 31, 2026 |
Declared shareholders of Haverty Furniture Cos Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BURTON PARTNERSHIP L P and 2 others | 4.40 % | 628,255 | as of Jun 17, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Haverty Furniture Cos Inc". https://titelia.com/en/stocks/haverty-furniture-cos-inc-US4195961010