119 tracked 13F filers disclose a position in HVT as of the latest SEC 13F filings, a combined $237.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PZENA INVESTMENT MANAGEMENT LLC | $30.9M | 1.5M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $29.9M | 1.4M | ▼−1.9% Reduced · −27K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $19.9M | 941K | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $15.2M | 720K | ▲+2.8% Added · +20K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $12.5M | 592K | →First observed position No prior filed position | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $11.5M | 541K | ▲+5.6% Added · +29K sh | Q1 2026 | |
| 7 | Cambria Investment Management, L.P. | $9.4M | 446K | ▲+26% Added · +92K sh | Q1 2026 | |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.5M | 353K | ▼−22% Reduced · −100K sh | Q1 2026 | |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.1M | 334K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $7.0M | 330K | ▲+2.4% Added · +8K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.9M | 326K | ▼−12% Reduced · −46K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $6.4M | 304K | ▼−3.5% Reduced · −11K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $5.1M | 239K | ▼−55% Reduced · −287K sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.6M | 218K | →First observed position No prior filed position | Q1 2026 | |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | $3.7M | 175K | ▼−9.9% Reduced · −19K sh | Q1 2026 | |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.7M | 174K | ▲+2.2% Added · +4K sh | Q1 2026 | |
| 17 | SEI INVESTMENTS CO | $3.5M | 165K | ▲+65% Added · +65K sh | Q1 2026 | |
| 18 | DEPRINCE RACE & ZOLLO INC | $3.3M | 157K | ▼−25% Reduced · −52K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $3.3M | 155K | ▲+5.9% Added · +9K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $3.2M | 150K | ▲+21% Added · +25K sh | Q1 2026 | |
| 21 | CWA Asset Management Group, LLC | $3.7M | 144K | —Held | Q2 2026 | |
| 22 | NORTHERN TRUST CORP | $2.8M | 131K | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 23 | Empowered Funds, LLC | $2.5M | 118K | ▲New +118K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $2.4M | 114K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 25 | Russell Investments Group, Ltd. | $2.4M | 113K | ▼−19% Reduced · −26K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in HVT and 21 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 40 funds | $16.6B |
| JPMORGAN CHASE & COJPM | 39 funds | $5.0B |
| BANK OF AMERICA CORPBAC | 39 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 38 funds | $11.3B |
| WELLS FARGO & COWFC | 38 funds | $2.5B |
| GENERAL MOTORS COGM | 38 funds | $1.9B |
| APPLE INCAAPL | 37 funds | $22.1B |
| AMAZON.COM INCAMZN | 37 funds | $11.4B |
| BROADCOM INCAVGO | 37 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $7.2B |
| TESLA INCTSLA | 37 funds | $4.6B |
| ELI LILLY & COLLY | 37 funds | $4.5B |
Ranked by how many of HVT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 12, 2025 | HAVERTY RAWSON JR | Director | Sell (S) | 8K | $186K |
| Dec 11, 2025 | HAVERTY RAWSON JR | Director | Sell (S) | 2K | $58K |
| Nov 19, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 5K | $101K |
| Sep 17, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 10K | $231K |
| Sep 16, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 15K | $345K |
| Aug 27, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 15K | $343K |
| Jun 17, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 25K | — |
| Jun 12, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 9K | — |
| Jun 11, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 2K | $31K |
| May 22, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 3K | $66K |
| Mar 10, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 10K | — |
| Mar 7, 2025 | HAVERTY RAWSON JR | Director, 10% Owner | Sell (S) | 16K | — |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HVT/capital-change-brief"
Use Arkolith's capital_change_brief for HVT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HVT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.