HVTA — HAVERTY FURNITURE COS INC
As of Q2 2026, 3 SEC-registered investment managers reported holding HVTA (HAVERTY FURNITURE COS INC) in their latest 13F filings, with a combined reported value of $537.01K across 19.68K shares. That is +5688.2% by share count (+19.34K shares) versus the previous quarter, while reported value moved +7088.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 18.79K | $511.96K | 0.00% | New |
| UBS Group AG history | 782 | $21.88K | 0.00% | Add |
| Morgan Stanley history | 113 | $3.17K | 0.00% | Add |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 228 | $5.00K | 0.00% | Add |
| Morgan Stanley history | 112 | $2.46K | 0.00% | New |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 220 | $5.09K | 0.00% | Reduce |
| Bank of America Corp history | 16 | $370 | 0.00% | Hold |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 325 | $6.76K | 0.00% | Hold |
| Bank of America Corp history | 16 | $333 | 0.00% | Reduce |
| Morgan Stanley history | 1 | $32 | 0.00% | Hold |
Q2 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 325 | $6.49K | 0.00% | Hold |
| Bank of America Corp history | 17 | $340 | 0.00% | Add |
| Morgan Stanley history | 1 | $28 | 0.00% | New |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 325 | $6.41K | 0.00% | Hold |
| Bank of America Corp history | 16 | $315 | 0.00% | Hold |
New Positions (Q2 2026)
- Geode Capital Management 18.79K sh · $511.96K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 18.79K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 782 | 228 | 220 | 325 | 325 | 325 | 325 | 25 | — | — | 7 | — | — | — | 632 | 630 | 630 | 381 | 355 | 355 |
| Morgan Stanley | 113 | 112 | — | 1 | 1 | — | — | — | 1 | — | — | — | — | — | — | 1 | — | — | — | — |
| Bank of America Corp | — | — | 16 | 16 | 17 | 16 | 16 | 16 | 16 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 14 |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |