HVT US Equity

HAVERTY FURNITURE COMPANIES INC

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Consumer Discretionary · Retail-Furniture Stores · CIK 216085 · FYE 1231

$25.95

-0.20 (-0.76%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding HVT · 2026-Q1 methodology → sources →

141 holders

% of shares outstanding held

—

Shares held (13F)

12,090,877

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PZENA INVESTMENT MANAGEMENT LLC	1,460,1481.5M	$31M	—	—
2	BlackRock, Inc.	1,410,6881.4M	$30M	—	—
3	DIMENSIONAL FUND ADVISORS LP	941,064941,064	$20M	—	—
4	RENAISSANCE TECHNOLOGIES LLC	719,830719,830	$15M	—	ADD 3%
5	VANGUARD CAPITAL MANAGEMENT LLC	592,200592,200	$13M	—	NEW
6	AMERICAN CENTURY COMPANIES INC	540,734540,734	$11M	—	ADD 6%
7	LSV ASSET MANAGEMENT	475,370475,370	$10M	—	TRIM -3%
8	Cambria Investment Management, L.P.	446,026446,026	$9M	—	ADD 26%
9	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	352,521352,521	$7M	—	TRIM -22%
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	334,359334,359	$7M	—	—
11	GEODE CAPITAL MANAGEMENT, LLC	329,599329,599	$7M	—	ADD 2%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	325,839325,839	$7M	—	TRIM -12%
13	STATE STREET CORP	303,796303,796	$6M	—	TRIM -3%
14	GOLDMAN SACHS GROUP INC	238,748238,748	$5M	—	TRIM -55%
15	VANGUARD PORTFOLIO MANAGEMENT LLC	217,994217,994	$5M	—	NEW
16	Hodges Capital Management Inc.	209,800209,800	$4M	—	—
17	JACOBS LEVY EQUITY MANAGEMENT, INC	174,840174,840	$4M	—	TRIM -10%
18	BRIDGEWAY CAPITAL MANAGEMENT, LLC	174,275174,275	$4M	—	ADD 2%
19	SEI INVESTMENTS CO	164,994164,994	$3M	—	ADD 65%
20	DEPRINCE RACE & ZOLLO INC	156,713156,713	$3M	—	TRIM -25%
21	Bank of New York Mellon Corp	154,971154,971	$3M	—	ADD 6%
22	Qube Research & Technologies Ltd	149,559149,559	$3M	—	ADD 21%
23	CWA Asset Management Group, LLC	144,000144,000	$3M	—	—
24	NORTHERN TRUST CORP	131,173131,173	$3M	—	ADD 4%
25	Empowered Funds, LLC	117,502117,502	$2M	—	NEW
26	MORGAN STANLEY	114,220114,220	$2M	—	—
27	Russell Investments Group, Ltd.	113,177113,177	$2M	—	TRIM -19%
28	AQR CAPITAL MANAGEMENT LLC	104,503104,503	$2M	—	TRIM -6%
29	TECTONIC ADVISORS LLC	88,04788,047	$2M	—	ADD 3%
30	VANGUARD FIDUCIARY TRUST CO	86,73986,739	$2M	—	NEW
31	LAZARD ASSET MANAGEMENT LLC	81,53681,536	$2M	—	ADD 13%
32	D. E. Shaw & Co., Inc.	73,29273,292	$2M	—	ADD 19%
33	AMERIPRISE FINANCIAL INC	67,14567,145	$1M	—	TRIM -23%
34	Universal- Beteiligungs- und Servicegesellschaft mbH	59,60059,600	$1M	—	—
35	ACADIAN ASSET MANAGEMENT LLC	47,42947,429	$1M	—	ADD 221%
36	HSBC HOLDINGS PLC	46,94146,941	$994,445	—	TRIM -49%
37	Vanguard Global Advisers, LLC	44,49044,490	$942,298	—	NEW
38	WATERS PARKERSON & CO., LLC	39,85039,850	$844,023	—	—
39	JPMORGAN CHASE & CO	38,25738,257	$804,927	—	ADD 3%
40	UBS Group AG	37,29237,292	$789,845	—	TRIM -27%
41	Nuveen, LLC	35,23735,237	$746,319	—	—
42	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	35,20035,200	$745,536	—	—
43	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	31,33131,331	$663,591	—	NEW
44	WULFF, HANSEN & CO.	30,52230,522	$646,456	—	—
45	Parallel Advisors, LLC	28,68328,683	$607,506	—	—
46	Quantinno Capital Management LP	28,57328,573	$605,176	—	ADD 32%
47	BANK OF AMERICA CORP /DE/	26,23026,230	$555,551	—	ADD 5%
48	Invesco Ltd.	25,90525,905	$548,668	—	TRIM -13%
49	PRUDENTIAL FINANCIAL INC	24,34824,348	$515,691	—	ADD 17%
50	Creative Planning	22,88922,889	$484,796	—	ADD 6%
51	BARCLAYS PLC	22,68922,689	$480,553	—	TRIM -46%
52	Tidal Investments LLC	22,65122,651	$479,748	—	ADD 4%
53	SG Capital Management LLC	20,39420,394	$431,945	—	NEW
54	XTX Topco Ltd	20,39220,392	$431,903	—	NEW
55	Watershed Asset Management, L.L.C.	19,18819,188	$406,402	—	NEW
56	RHUMBLINE ADVISERS	17,28717,287	$366,131	—	TRIM -3%
57	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	16,70016,700	$354,000	—	TRIM -41%
58	ALLIANCEBERNSTEIN L.P.	14,57014,570	$340,355	—	TRIM -8%
59	Magnetar Financial LLC	16,00416,004	$338,965	—	NEW
60	MARTINGALE ASSET MANAGEMENT L P	15,24115,241	$322,805	—	ADD 4%
61	Brooklyn Investment Group	14,06614,066	$297,918	—	NEW
62	JAMES INVESTMENT RESEARCH, INC.	13,98313,983	$296,160	—	—
63	LOS ANGELES CAPITAL MANAGEMENT LLC	13,98013,980	$296,096	—	NEW
64	EP Wealth Advisors, LLC	13,59113,591	$287,857	—	TRIM -6%
65	ALGERT GLOBAL LLC	13,06513,065	$277,000	—	ADD 48%
66	FRANKLIN RESOURCES INC	12,44312,443	$263,543	—	NEW
67	TWO SIGMA INVESTMENTS, LP	11,93911,939	$252,868	—	NEW
68	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	11,83211,832	$250,602	—	TRIM -24%
69	HRT FINANCIAL LP	11,37111,371	$240,000	—	NEW
70	PRICE T ROWE ASSOCIATES INC /MD/	11,12311,123	$236,000	—	NEW
71	PANAGORA ASSET MANAGEMENT INC	11,00711,007	$233,128	—	TRIM -52%
72	ICON ADVISERS INC/CO	10,70010,700	$226,626	—	NEW
73	MILLENNIUM MANAGEMENT LLC	10,47110,471	$221,776	—	TRIM -78%
74	Engineers Gate Manager LP	10,34010,340	$219,001	—	TRIM -42%
75	LPL Financial LLC	10,32610,326	$218,703	—	NEW
76	Susquehanna Portfolio Strategies, LLC	9,5409,540	$202,057	—	NEW
77	Balyasny Asset Management L.P.	9,4739,473	$200,638	—	ADD 3%
78	State of Wyoming	8,3668,366	$177,192	—	TRIM -29%
79	MetLife Investment Management, LLC	7,8397,839	$166,030	—	TRIM -3%
80	SIGNATUREFD, LLC	7,6047,604	$161,053	—	ADD 5%
81	Aquatic Capital Management LLC	7,0047,004	$148,345	—	ADD 131%
82	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,4646,464	$136,908	—	ADD 3%
83	WELLS FARGO & COMPANY/MN	6,1666,166	$130,592	—	TRIM -62%
84	BNP PARIBAS FINANCIAL MARKETS	5,7075,707	$120,874	—	TRIM -3%
85	CWM, LLC	5,6845,684	$120,387	—	TRIM -4%
86	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	5,6115,611	$119,000	—	—
87	FMR LLC	3,7333,733	$79,061	—	TRIM -48%
88	HIGHLINE WEALTH PARTNERS LLC	3,7003,700	$78,366	—	—
89	NEW YORK STATE COMMON RETIREMENT FUND	3,6533,653	$77,371	—	TRIM -39%
90	Wilmington Savings Fund Society, FSB	3,2003,200	$67,776	—	—
91	Police & Firemen's Retirement System of New Jersey	3,1253,125	$66,188	—	—
92	MONTAG A & ASSOCIATES INC	3,0623,062	$64,854	—	—
93	DEUTSCHE BANK AG\	2,3962,396	$50,747	—	TRIM -79%
94	FIFTH THIRD BANCORP	2,3102,310	$48,926	—	NEW
95	CITIGROUP INC	2,2182,218	$46,977	—	TRIM -64%
96	OSAIC HOLDINGS, INC.	2,0972,097	$44,400	—	TRIM -6%
97	Tower Research Capital LLC (TRC)	1,9961,996	$42,275	—	ADD 116%
98	State of Alaska, Department of Revenue	1,9501,950	$41,000	—	—
99	CANADA LIFE ASSURANCE Co	1,7901,790	$38,000	—	ADD 4%
100	Versant Capital Management, Inc	1,6491,649	$34,926	—	ADD 344%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PZENA INVESTMENT MANAGEMENT LLC

962K

966K

1.6M

1.5M

$31M

BlackRock, Inc.

1.4M

1.6M

1.5M

1.4M

$30M

DIMENSIONAL FUND ADVISORS LP

1.1M

1.0M

957K

955K

944K

941K

$20M

RENAISSANCE TECHNOLOGIES LLC

723K

714K

718K

724K

700K

720K

$15M

VANGUARD CAPITAL MANAGEMENT LLC

—

592K

$13M

AMERICAN CENTURY COMPANIES INC

404K

432K

465K

496K

512K

541K

$11M

LSV ASSET MANAGEMENT

561K

544K

528K

499K

488K

475K

$10M

Cambria Investment Management, L.P.

424K

385K

346K

323K

354K

446K

$9M

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

446K

445K

521K

443K

452K

353K

$7M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

105K

313K

338K

334K

$7M

GEODE CAPITAL MANAGEMENT, LLC

326K

338K

326K

328K

322K

330K

$7M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

169K

180K

240K

307K

372K

326K

$7M

STATE STREET CORP

399K

312K

308K

322K

315K

304K

$6M

GOLDMAN SACHS GROUP INC

635K

619K

539K

603K

526K

239K

$5M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

218K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	12,090,877	—	$256M
2025-Q4	133	12,434,848	—	$290M
2025-Q3	120	12,718,400	—	$279M
2025-Q2	122	12,782,809	—	$260M
2025-Q1	123	12,703,897	—	$251M
2024-Q4	133	13,069,741

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · HVT

Activists — 13D, active intent

SMITH CLARENCE H60.4%NEWSCHEDULE 13D/A · Amd 10 · event 2026-03-17SEC →

730,683 shares · 3 reporting persons

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder	% of class	Type	As of
PZENA INVESTMENT MANAGEMENT LLC	10.5%	QII	2025-06-30	SEC →
DIMENSIONAL FUND ADVISORS LP	7.2%	QII	2024-12-31	SEC →
BlackRock, Inc.	7%	QII	2025-03-31	SEC →

Institutional ownership· 13F filers holding HVT · 2026-Q1 methodology → sources →

141 holders

% of shares outstanding held

—

Shares held (13F)

12,090,877

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	PZENA INVESTMENT MANAGEMENT LLC	1,460,1481.5M	$31M	—	—
2	BlackRock, Inc.	1,410,6881.4M	$30M	—	—
3	DIMENSIONAL FUND ADVISORS LP	941,064941,064	$20M	—	—
4	RENAISSANCE TECHNOLOGIES LLC	719,830719,830	$15M	—	ADD 3%
5	VANGUARD CAPITAL MANAGEMENT LLC	592,200592,200	$13M	—	NEW
6	AMERICAN CENTURY COMPANIES INC	540,734540,734	$11M	—	ADD 6%
7	LSV ASSET MANAGEMENT	475,370475,370	$10M	—	TRIM -3%
8	Cambria Investment Management, L.P.	446,026446,026	$9M	—	ADD 26%
9	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	352,521352,521	$7M	—	TRIM -22%
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	334,359334,359	$7M	—	—
11	GEODE CAPITAL MANAGEMENT, LLC	329,599329,599	$7M	—	ADD 2%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	325,839325,839	$7M	—	TRIM -12%
13	STATE STREET CORP	303,796303,796	$6M	—	TRIM -3%
14	GOLDMAN SACHS GROUP INC	238,748238,748	$5M	—	TRIM -55%
15	VANGUARD PORTFOLIO MANAGEMENT LLC	217,994217,994	$5M	—	NEW
16	Hodges Capital Management Inc.	209,800209,800	$4M	—	—
17	JACOBS LEVY EQUITY MANAGEMENT, INC	174,840174,840	$4M	—	TRIM -10%
18	BRIDGEWAY CAPITAL MANAGEMENT, LLC	174,275174,275	$4M	—	ADD 2%
19	SEI INVESTMENTS CO	164,994164,994	$3M	—	ADD 65%
20	DEPRINCE RACE & ZOLLO INC	156,713156,713	$3M	—	TRIM -25%
21	Bank of New York Mellon Corp	154,971154,971	$3M	—	ADD 6%
22	Qube Research & Technologies Ltd	149,559149,559	$3M	—	ADD 21%
23	CWA Asset Management Group, LLC	144,000144,000	$3M	—	—
24	NORTHERN TRUST CORP	131,173131,173	$3M	—	ADD 4%
25	Empowered Funds, LLC	117,502117,502	$2M	—	NEW
26	MORGAN STANLEY	114,220114,220	$2M	—	—
27	Russell Investments Group, Ltd.	113,177113,177	$2M	—	TRIM -19%
28	AQR CAPITAL MANAGEMENT LLC	104,503104,503	$2M	—	TRIM -6%
29	TECTONIC ADVISORS LLC	88,04788,047	$2M	—	ADD 3%
30	VANGUARD FIDUCIARY TRUST CO	86,73986,739	$2M	—	NEW
31	LAZARD ASSET MANAGEMENT LLC	81,53681,536	$2M	—	ADD 13%
32	D. E. Shaw & Co., Inc.	73,29273,292	$2M	—	ADD 19%
33	AMERIPRISE FINANCIAL INC	67,14567,145	$1M	—	TRIM -23%
34	Universal- Beteiligungs- und Servicegesellschaft mbH	59,60059,600	$1M	—	—
35	ACADIAN ASSET MANAGEMENT LLC	47,42947,429	$1M	—	ADD 221%
36	HSBC HOLDINGS PLC	46,94146,941	$994,445	—	TRIM -49%
37	Vanguard Global Advisers, LLC	44,49044,490	$942,298	—	NEW
38	WATERS PARKERSON & CO., LLC	39,85039,850	$844,023	—	—
39	JPMORGAN CHASE & CO	38,25738,257	$804,927	—	ADD 3%
40	UBS Group AG	37,29237,292	$789,845	—	TRIM -27%
41	Nuveen, LLC	35,23735,237	$746,319	—	—
42	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	35,20035,200	$745,536	—	—
43	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	31,33131,331	$663,591	—	NEW
44	WULFF, HANSEN & CO.	30,52230,522	$646,456	—	—
45	Parallel Advisors, LLC	28,68328,683	$607,506	—	—
46	Quantinno Capital Management LP	28,57328,573	$605,176	—	ADD 32%
47	BANK OF AMERICA CORP /DE/	26,23026,230	$555,551	—	ADD 5%
48	Invesco Ltd.	25,90525,905	$548,668	—	TRIM -13%
49	PRUDENTIAL FINANCIAL INC	24,34824,348	$515,691	—	ADD 17%
50	Creative Planning	22,88922,889	$484,796	—	ADD 6%
51	BARCLAYS PLC	22,68922,689	$480,553	—	TRIM -46%
52	Tidal Investments LLC	22,65122,651	$479,748	—	ADD 4%
53	SG Capital Management LLC	20,39420,394	$431,945	—	NEW
54	XTX Topco Ltd	20,39220,392	$431,903	—	NEW
55	Watershed Asset Management, L.L.C.	19,18819,188	$406,402	—	NEW
56	RHUMBLINE ADVISERS	17,28717,287	$366,131	—	TRIM -3%
57	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	16,70016,700	$354,000	—	TRIM -41%
58	ALLIANCEBERNSTEIN L.P.	14,57014,570	$340,355	—	TRIM -8%
59	Magnetar Financial LLC	16,00416,004	$338,965	—	NEW
60	MARTINGALE ASSET MANAGEMENT L P	15,24115,241	$322,805	—	ADD 4%
61	Brooklyn Investment Group	14,06614,066	$297,918	—	NEW
62	JAMES INVESTMENT RESEARCH, INC.	13,98313,983	$296,160	—	—
63	LOS ANGELES CAPITAL MANAGEMENT LLC	13,98013,980	$296,096	—	NEW
64	EP Wealth Advisors, LLC	13,59113,591	$287,857	—	TRIM -6%
65	ALGERT GLOBAL LLC	13,06513,065	$277,000	—	ADD 48%
66	FRANKLIN RESOURCES INC	12,44312,443	$263,543	—	NEW
67	TWO SIGMA INVESTMENTS, LP	11,93911,939	$252,868	—	NEW
68	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	11,83211,832	$250,602	—	TRIM -24%
69	HRT FINANCIAL LP	11,37111,371	$240,000	—	NEW
70	PRICE T ROWE ASSOCIATES INC /MD/	11,12311,123	$236,000	—	NEW
71	PANAGORA ASSET MANAGEMENT INC	11,00711,007	$233,128	—	TRIM -52%
72	ICON ADVISERS INC/CO	10,70010,700	$226,626	—	NEW
73	MILLENNIUM MANAGEMENT LLC	10,47110,471	$221,776	—	TRIM -78%
74	Engineers Gate Manager LP	10,34010,340	$219,001	—	TRIM -42%
75	LPL Financial LLC	10,32610,326	$218,703	—	NEW
76	Susquehanna Portfolio Strategies, LLC	9,5409,540	$202,057	—	NEW
77	Balyasny Asset Management L.P.	9,4739,473	$200,638	—	ADD 3%
78	State of Wyoming	8,3668,366	$177,192	—	TRIM -29%
79	MetLife Investment Management, LLC	7,8397,839	$166,030	—	TRIM -3%
80	SIGNATUREFD, LLC	7,6047,604	$161,053	—	ADD 5%
81	Aquatic Capital Management LLC	7,0047,004	$148,345	—	ADD 131%
82	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,4646,464	$136,908	—	ADD 3%
83	WELLS FARGO & COMPANY/MN	6,1666,166	$130,592	—	TRIM -62%
84	BNP PARIBAS FINANCIAL MARKETS	5,7075,707	$120,874	—	TRIM -3%
85	CWM, LLC	5,6845,684	$120,387	—	TRIM -4%
86	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	5,6115,611	$119,000	—	—
87	FMR LLC	3,7333,733	$79,061	—	TRIM -48%
88	HIGHLINE WEALTH PARTNERS LLC	3,7003,700	$78,366	—	—
89	NEW YORK STATE COMMON RETIREMENT FUND	3,6533,653	$77,371	—	TRIM -39%
90	Wilmington Savings Fund Society, FSB	3,2003,200	$67,776	—	—
91	Police & Firemen's Retirement System of New Jersey	3,1253,125	$66,188	—	—
92	MONTAG A & ASSOCIATES INC	3,0623,062	$64,854	—	—
93	DEUTSCHE BANK AG\	2,3962,396	$50,747	—	TRIM -79%
94	FIFTH THIRD BANCORP	2,3102,310	$48,926	—	NEW
95	CITIGROUP INC	2,2182,218	$46,977	—	TRIM -64%
96	OSAIC HOLDINGS, INC.	2,0972,097	$44,400	—	TRIM -6%
97	Tower Research Capital LLC (TRC)	1,9961,996	$42,275	—	ADD 116%
98	State of Alaska, Department of Revenue	1,9501,950	$41,000	—	—
99	CANADA LIFE ASSURANCE Co	1,7901,790	$38,000	—	ADD 4%
100	Versant Capital Management, Inc	1,6491,649	$34,926	—	ADD 344%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

PZENA INVESTMENT MANAGEMENT LLC

962K

966K

1.6M

1.5M

$31M

BlackRock, Inc.

1.4M

1.6M

1.5M

1.4M

$30M

DIMENSIONAL FUND ADVISORS LP

1.1M

1.0M

957K

955K

944K

941K

$20M

RENAISSANCE TECHNOLOGIES LLC

723K

714K

718K

724K

700K

720K

$15M

VANGUARD CAPITAL MANAGEMENT LLC

—

592K

$13M

AMERICAN CENTURY COMPANIES INC

404K

432K

465K

496K

512K

541K

$11M

LSV ASSET MANAGEMENT

561K

544K

528K

499K

488K

475K

$10M

Cambria Investment Management, L.P.

424K

385K

346K

323K

354K

446K

$9M

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

446K

445K

521K

443K

452K

353K

$7M

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

105K

313K

338K

334K

$7M

GEODE CAPITAL MANAGEMENT, LLC

326K

338K

326K

328K

322K

330K

$7M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

169K

180K

240K

307K

372K

326K

$7M

STATE STREET CORP

399K

312K

308K

322K

315K

304K

$6M

GOLDMAN SACHS GROUP INC

635K

619K

539K

603K

526K

239K

$5M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

218K

$5M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	12,090,877	—	$256M
2025-Q4	133	12,434,848	—	$290M
2025-Q3	120	12,718,400	—	$279M
2025-Q2	122	12,782,809	—	$260M
2025-Q1	123	12,703,897	—	$251M
2024-Q4	133	13,069,741

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · HVT

Activists — 13D, active intent

SMITH CLARENCE H60.4%NEWSCHEDULE 13D/A · Amd 10 · event 2026-03-17SEC →

730,683 shares · 3 reporting persons

Large holders — 13G, passive (top 5 of 6 by % of class)

Holder	% of class	Type	As of
PZENA INVESTMENT MANAGEMENT LLC	10.5%	QII	2025-06-30	SEC →
DIMENSIONAL FUND ADVISORS LP	7.2%	QII	2024-12-31	SEC →
BlackRock, Inc.	7%	QII	2025-03-31	SEC →

HVT US Equity☆

Institutional ownership· 13F filers holding HVT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HVT

Institutional ownership· 13F filers holding HVT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HVT

HVT US Equity