Haverty Furniture Companies Inc (HVT.A) shareholders
HVT.ANYSERetail-Furniture StoresFiscal year ends December 31Also trades as HVT
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026Score 16/3036% below fair value
$29.00+0.00 (0.00%)
Close on Oct 29, 2026Market cap $452.21MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0M
Shares held, 13F filers
Institutional holders
12
3 new, 0 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $937.00K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Pzena Investment Management LLC | 1,560,557 | 10.50% | 13G (passive) amendment | Jun 30, 2025 |
| Dimensional Fund Advisors LP | 1,084,464 | 7.20% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 1,053,248 | 7.00% | 13G (passive) amendment | Mar 31, 2025 |
| Clarence H. Smith Joint filing with Villa Clare Partners, L.P. (49.90%), West Wesley Associates, LLC (49.90%) | 730,683 | 60.40% | 13D (active) amendment | Mar 17, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HVT.A | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Signaturefd, LLC | 67,100 | – | $1.88M | – | 0.03% |
| Truist Financial Corp | 41,030 | – | $1.15M | New | 0.00% |
| Dimensional Fund Advisors LP | 39,987 | – | $1.12M | – | 0.00% |
| Zwj Investment Counsel Inc | 23,652 | – | $661.78K | – | 0.02% |
| Geode Capital Management, LLC | 18,785 | – | $511.96K | New | 0.00% |
| Montag A & Associates Inc | 1,709 | – | $47.82K | – | 0.00% |
| Vanguard Fiduciary Trust Co | 1,459 | – | $43.46K | – | 0.00% |
| Highline Wealth Partners LLC | 1,050 | – | $29.38K | – | 0.01% |
| UBS Group AG | 782 | – | $21.88K | +554 | 0.00% |
| Tower Research Capital LLC (TRC) | 161 | – | $4.52K | +9 | 0.00% |
| Morgan Stanley | 113 | – | $3.17K | +1 | 0.00% |
| Bellevue Asset Management, LLC | 97 | – | $2.48K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | 0M | 3 / 3 | 0 / 0 | 0M | 0M |
| Q1 2026 | 9 | 0M | 2 / 1 | 1 / 1 | 0M | 0M |
| Q4 2025 | 8 | 0M | 0 / 3 | 2 / 1 | 0M | 0M |
| Q3 2025 | 9 | 0M | 0 / 0 | 2 / 0 | 0M | 0M |
| Q2 2025 | 9 | 0M | 2 / 1 | 2 / 0 | 0M | 0M |
| Q1 2025 | 7 | 0M | 0 / 1 | 0 / 0 | 0M | 0M |
| Q4 2024 | 7 | 0M | 0 / 1 | 2 / 0 | 0M | 0M |
| Q3 2024 | 7 | 0M | 1 / 1 | 0 / 1 | 0M | 0M |
| Q2 2024 | 7 | 0M | 1 / 2 | 0 / 1 | 0M | 0M |
| Q1 2024 | 7 | 0M | 0 / 0 | 1 / 1 | 0M | 0M |
| Q4 2023 | 8 | 0M | 1 / 0 | 1 / 0 | 0M | 0M |
| Q3 2023 | 7 | 0M | 0 / 1 | 1 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
13 funds held HVT.A in Q2 2026, 5% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of HVT.A | Value | % of fund | As of |
|---|---|---|---|---|---|
| U.S. Micro Cap Portfolio | 18,389 | – | $552.77K | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 5,701 | – | $171.37K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 3,785 | – | $113.78K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 2 Portfolio | 2,523 | – | $75.84K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 2,399 | – | $55.63K | 0.00% | May 31, 2026 |
| U.S. Vector Equity Portfolio | 1,796 | – | $53.99K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 1 Portfolio | 1,608 | – | $48.34K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 1,086 | – | $25.18K | 0.00% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 844 | – | $25.37K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 717 | – | $21.55K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 700 | – | $21.04K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 457 | – | $13.74K | 0.00% | Jul 31, 2026 |
| State Street Balanced Index Fund | 163 | – | $4.58K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Steven G. Burdette | President and CEO, Director | 61,429 | May 12, 2026 |
| John Linwood Gill | EVP, Merchandising | 40,325 | May 12, 2026 |
| Richard B. Hare | EVP, CFO | 41,441 | May 12, 2026 |
| Clarence H. Smith | Director | 839,927 | Aug 19, 2026 |
| Vicki R. Palmer | Director | 45,450 | May 12, 2026 |
| Alfredo Trujillo | Director | 14,464 | May 12, 2026 |
| Rawson Haverty Jr | Director | 51,579 | May 12, 2026 |
| G. Thomas Hough | Director | 15,146 | May 12, 2026 |
| Laura Allison Dukes | Director | 0 | May 12, 2026 |
| Derek Gordon Schiller | Director | 6,660 | May 12, 2026 |
| Michael R. Cote | Director | 1,388 | May 12, 2026 |
| Natalie Bolch Morhous | Director | 12,213 | May 12, 2026 |
| Edward Kendrick Smith | Director | 16,860 | May 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Clarence H. Smith Director | Aug 17, 2026 | Sale | −20,991 | $28.16 | $591.11K | 71,705 |
| Natalie Bolch Morhous Director | May 11, 2026 | Award | +4,468 | $21.26 | $94.99K | 12,213 |
| Rawson Haverty Jr Director | May 11, 2026 | Award | +4,468 | $21.26 | $94.99K | 4,468 |
| Vicki R. Palmer Director | May 11, 2026 | Award | +4,468 | $21.26 | $94.99K | 45,450 |
| Edward Kendrick Smith Director | May 11, 2026 | Award | +4,468 | $21.26 | $94.99K | 6,360 |
| Steven G. Burdette President and CEO, Director | May 8, 2026 | Option exercise | +1,411 | – | – | 20,399 |
| Steven G. Burdette President and CEO, Director | May 8, 2026 | Tax withholding | −2,664 | $22.20 | $59.14K | 22,328 |
| Steven G. Burdette President and CEO, Director | May 8, 2026 | Option exercise | +1,415 | – | – | 21,814 |
| Steven G. Burdette President and CEO, Director | May 8, 2026 | Option exercise | +3,178 | – | – | 24,992 |
| John Linwood Gill EVP, Merchandising | May 8, 2026 | Option exercise | +896 | – | – | 22,825 |
| John Linwood Gill EVP, Merchandising | May 8, 2026 | Option exercise | +961 | – | – | 23,786 |
| John Linwood Gill EVP, Merchandising | May 8, 2026 | Option exercise | +1,463 | – | – | 25,249 |
| John Linwood Gill EVP, Merchandising | May 8, 2026 | Tax withholding | −1,441 | $22.20 | $31.99K | 23,808 |
| Richard B. Hare EVP, CFO | May 8, 2026 | Option exercise | +1,936 | – | – | 31,441 |
| Richard B. Hare EVP, CFO | May 8, 2026 | Tax withholding | −1,959 | $22.20 | $43.49K | 29,482 |
| Richard B. Hare EVP, CFO | May 8, 2026 | Option exercise | +1,195 | – | – | 28,317 |
| Richard B. Hare EVP, CFO | May 8, 2026 | Option exercise | +1,188 | – | – | 29,505 |
| Clarence H. Smith Director | May 8, 2026 | Tax withholding | −3,312 | $22.20 | $73.53K | 92,696 |
| Clarence H. Smith Director | May 8, 2026 | Option exercise | +1,180 | – | – | 96,008 |
| Clarence H. Smith Director | May 8, 2026 | Option exercise | +2,795 | – | – | 94,828 |
| Clarence H. Smith Director | May 8, 2026 | Option exercise | +2,648 | – | – | 92,033 |
| Clarence H. Smith Director | Mar 17, 2026 | Other | +700 | – | – | 125,236 |
| Clarence H. Smith Director | Mar 17, 2026 | Other | −700 | – | – | 89,385 |
| Steven G. Burdette President and CEO, Director | Feb 27, 2026 | Tax withholding | −3,340 | $23.81 | $79.53K | 18,988 |
| Steven G. Burdette President and CEO, Director | Feb 27, 2026 | Option exercise | +888 | – | – | 22,328 |
| Steven G. Burdette President and CEO, Director | Feb 27, 2026 | Option exercise | +6,697 | – | – | 21,440 |
| Richard B. Hare EVP, CFO | Feb 27, 2026 | Tax withholding | −2,796 | $23.81 | $66.57K | 27,122 |
| Richard B. Hare EVP, CFO | Feb 27, 2026 | Option exercise | +752 | – | – | 29,918 |
| Richard B. Hare EVP, CFO | Feb 27, 2026 | Option exercise | +5,669 | – | – | 29,166 |
| Clarence H. Smith Director | Feb 27, 2026 | Option exercise | +20,722 | – | – | 97,900 |
| Clarence H. Smith Director | Feb 27, 2026 | Tax withholding | −10,562 | $23.81 | $251.48K | 90,085 |
| Clarence H. Smith Director | Feb 27, 2026 | Option exercise | +2,747 | – | – | 100,647 |
| John Linwood Gill EVP, Merchandising | Feb 27, 2026 | Option exercise | +564 | – | – | 23,974 |
| John Linwood Gill EVP, Merchandising | Feb 27, 2026 | Tax withholding | −2,045 | $23.81 | $48.69K | 21,929 |
| John Linwood Gill EVP, Merchandising | Feb 27, 2026 | Option exercise | +4,252 | – | – | 23,410 |
| Edward Kendrick Smith Director | Feb 26, 2026 | Award | +892 | $23.91 | $21.33K | 1,892 |
| Rawson Haverty Jr Director | Dec 12, 2025 | Sale | −7,500 | $24.86 | $186.45K | 0 |
| Rawson Haverty Jr Director | Dec 11, 2025 | Sale | −2,331 | $24.90 | $58.04K | 0 |
| Rawson Haverty Jr Director | Dec 11, 2025 | Other | −7,500 | – | – | 31,640 |
| Rawson Haverty Jr Director | Dec 11, 2025 | Other | +7,500 | – | – | 7,500 |
| Rawson Haverty Jr Director | Dec 10, 2025 | Other | −2,331 | – | – | 6,743 |
| Rawson Haverty Jr Director | Dec 10, 2025 | Other | +2,331 | – | – | 2,331 |
| Rawson Haverty Jr Director, 10% owner | Nov 19, 2025 | Sale | −4,523 | $22.42 | $101.41K | 0 |
| Clarence H. Smith Director | Nov 12, 2025 | Tax withholding | −688 | $22.85 | $15.72K | 77,178 |
| Clarence H. Smith Director | Nov 12, 2025 | Option exercise | +150 | – | – | 77,866 |
| Clarence H. Smith Director | Nov 12, 2025 | Option exercise | +538 | – | – | 77,716 |
| Rawson Haverty Jr Director, 10% owner | Sep 17, 2025 | Sale | −10,003 | $23.10 | $231.07K | 4,523 |
| Rawson Haverty Jr Director, 10% owner | Sep 16, 2025 | Sale | −14,997 | $23.02 | $345.23K | 14,526 |
| Rawson Haverty Jr Director, 10% owner | Aug 27, 2025 | Sale | −15,000 | $22.84 | $342.60K | 29,523 |
| Rawson Haverty Jr Director, 10% owner | Aug 1, 2025 | Other | +40,000 | – | – | 44,523 |
| Rawson Haverty Jr Director, 10% owner | Aug 1, 2025 | Other | −40,000 | – | – | 9,074 |
| Richard B. Hare EVP, CFO | Aug 1, 2025 | Other | −10,000 | – | – | 23,497 |
| Richard B. Hare EVP, CFO | Aug 1, 2025 | Other | +10,000 | – | – | 10,000 |
| Clarence H. Smith Director | Aug 1, 2025 | Other | +12,500 | – | – | 124,536 |
| Clarence H. Smith Director | Aug 1, 2025 | Other | −12,500 | – | – | 77,178 |
| John Linwood Gill EVP, Merchandising | Aug 1, 2025 | Other | +10,000 | – | – | 17,500 |
| John Linwood Gill EVP, Merchandising | Aug 1, 2025 | Other | −10,000 | – | – | 19,158 |
| Steven G. Burdette President and CEO, Director | Aug 1, 2025 | Other | +12,500 | – | – | 41,030 |
| Steven G. Burdette President and CEO, Director | Aug 1, 2025 | Other | −12,500 | – | – | 14,743 |
| Rawson Haverty Jr Director, 10% owner | Jun 17, 2025 | Sale | −25,000 | – | – | 4,523 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
+11.9%
From 0M shares
Short volume, 20 days
33.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Haverty Furniture Companies's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Clarence H. Smith Director | Aug 17, 2026 | 20,991 | $597.51K | Aug 14, 2026 | Stock Award |
| Rawson Haverty Jr Director | Dec 11, 2025 | 9,831 | $244.80K | Dec 11, 2025 | Share Class Exchange |
| Rawson Haverty Jr affiliate | Nov 19, 2025 | 4,523 | $102.31K | Nov 19, 2025 | Non employee director compensation plan |
| Rawson Haverty Jr Director | Sep 16, 2025 | 25,000 | $572.00K | Sep 16, 2025 | Gift |
| Rawson Haverty Jr Director, 10% Stockholder | Aug 27, 2025 | 15,000 | $344.40K | Aug 27, 2025 | Gift |
| Rawson Haverty Jr Officer | Jun 11, 2025 | 35,000 | $723.45K | Jun 11, 2025 | Gifted |
| Rawson Haverty Jr Director, 10% Stockholder | May 22, 2025 | 3,222 | $66.02K | May 22, 2025 | Private Acquisition from Issuer/Affiliate |
| Rawson Haverty Jr Officer | Mar 5, 2025 | 26,000 | $556.02K | Mar 5, 2025 | Inherited |
| Steven G. Burdette Officer | Feb 29, 2024 | 6,500 | $225.29K | Feb 29, 2024 | STOCK BONUS |
| John Linwood Gill Officer | Dec 7, 2023 | 4,000 | $129.28K | Dec 7, 2023 | Equity Compensation |
| Rawson Haverty Jr Director | Nov 15, 2023 | 3,519 | $111.10K | Nov 15, 2023 | Director Retainer |
| Vicki R. Palmer Director | Aug 21, 2023 | 25,000 | $822.75K | Aug 21, 2023 | Director Compensation |
| Mangum Mylle H Director | May 19, 2023 | 5,158 | $135.57K | May 19, 2023 | Deferred compensation |