Carriage Services Inc
CSV- Exchange
- NYSE
- Industry
- Services-Personal Services
- SEC CIK
- 0001016281
No open-market purchases or sales by Carriage Services Inc insiders were filed in the last 90 days; 157 institutions reported holding it in 13F filings for Q2 2026, worth $517.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Carriage Services Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 157
- −8 vs. Q1 2026
- Shares held
- 13.5M
- +1.01M (+8.0%) vs. Q1 2026
- Total value
- $517.9M
- −$52.6M (−9.2%) vs. Q1 2026
- New holders
- 16
- 68 more added
- Sold out
- 24
- 42 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CSV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 157 | $517.9M |
| Q1 2026 | 167 | $572.3M |
| Q4 2025 | 155 | $508.5M |
| Q3 2025 | 173 | $549.1M |
| Q2 2025 | 161 | $545.1M |
| Q1 2025 | 157 | $448.1M |
| Q4 2024 | 153 | $436.0M |
| Q3 2024 | 144 | $347.4M |
| Q2 2024 | 133 | $271.9M |
| Q1 2024 | 129 | $282.9M |
| Q4 2023 | 114 | $259.5M |
| Q3 2023 | 119 | $289.8M |
| Q2 2023 | 116 | $331.8M |
| Q1 2023 | 123 | $321.7M |
| Q4 2022 | 122 | $278.0M |
| Q3 2022 | 123 | $343.6M |
| Q2 2022 | 140 | $452.6M |
| Q1 2022 | 154 | $620.0M |
| Q4 2021 | 158 | $780.7M |
| Q3 2021 | 133 | $556.7M |
| Q2 2021 | 135 | $498.7M |
| Q1 2021 | 133 | $478.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,380,839 | $91.3M | 0.00% | +1,693+0.1% | Added |
| BlackRock, Inc. | 1,099,733 | $42.2M | 0.00% | +78,615+7.7% | Added |
| T. Rowe Price Investment Management, Inc. | 725,953 | $27.8M | 0.02% | +553,630+321.3% | Added |
| Vanguard Capital Management LLC | 644,644 | $24.7M | 0.00% | +6,526+1.0% | Added |
| Dimensional Fund Advisors LP | 633,970 | $24.3M | 0.00% | +23,624+3.9% | Added |
| Ameriprise Financial Inc | 545,021 | $20.9M | 0.00% | +28,960+5.6% | Added |
| LSV Asset Management | 542,927 | $20.8M | 0.04% | −3,800−0.7% | Reduced |
| Renaissance Technologies LLC | 437,125 | $16.8M | 0.02% | +9,225+2.2% | Added |
| Geode Capital Management, LLC | 380,262 | $14.6M | 0.00% | +24,356+6.8% | Added |
| Polar Asset Management Partners Inc. | 326,173 | $12.5M | 0.23% | +71,905+28.3% | Added |
| State Street Corp | 309,391 | $11.9M | 0.00% | +1,659+0.5% | Added |
| Two Sigma Investments, LP | 303,115 | $11.6M | 0.01% | −61,640−16.9% | Reduced |
| Vanguard Portfolio Management LLC | 298,879 | $11.5M | 0.00% | +11,527+4.0% | Added |
| Boston Partners | 253,505 | $9.72M | 0.01% | +44,655+21.4% | Added |
| Punch & Associates Investment Management, Inc. | 249,404 | $9.56M | 0.47% | −14,346−5.4% | Reduced |
| De Lisle Partners LLP | 239,593 | $9.19M | 1.00% | +3,501+1.5% | Added |
| Heartland Advisors Inc | 207,300 | $7.95M | 0.35% | 00.0% | Unchanged |
| Morgan Stanley | 191,346 | $7.34M | 0.00% | +56,283+41.7% | Added |
| Qube Research & Technologies Ltd | 182,905 | $7.01M | 0.01% | +34,697+23.4% | Added |
| Price T Rowe Associates Inc | 157,231 | $6.03M | 0.00% | +32,958+26.5% | Added |
| Swedbank AB | 147,525 | $5.66M | 0.00% | +65,325+79.5% | Added |
| RBF Capital, LLC | 143,430 | $5.50M | 0.23% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 132,700 | $5.09M | 0.09% | +75+0.1% | Added |
| Charles Schwab Investment Management Inc | 128,001 | $4.91M | 0.00% | +2,941+2.4% | Added |
| Northern Trust Corp | 119,177 | $4.57M | 0.00% | +6,645+5.9% | Added |
| Bank of New York Mellon Corp | 117,913 | $4.52M | 0.00% | +3,567+3.1% | Added |
| Kennedy Capital Management, Inc. | 111,990 | $4.29M | 0.08% | −2,184−1.9% | Reduced |
| Vanguard Fiduciary Trust Co | 109,450 | $4.20M | 0.00% | −156−0.1% | Reduced |
| Regions Financial Corp | 109,384 | $4.19M | 0.03% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 105,535 | $4.05M | 0.17% | +28,630+37.2% | Added |
| JPMorgan Chase & Co | 102,813 | $3.97M | 0.00% | −20,352−16.5% | Reduced |
| Bard Associates Inc | 97,068 | $3.72M | 0.83% | −1,457−1.5% | Reduced |
| Seizert Capital Partners, LLC | 93,720 | $3.59M | 0.15% | +7,303+8.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.43M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 79,472 | $3.05M | 0.00% | −34,052−30.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 78,039 | $2.99M | 0.00% | −21,364−21.5% | Reduced |
| Trexquant Investment LP | 76,593 | $2.94M | 0.02% | +30,576+66.4% | Added |
| Goldman Sachs Group Inc | 73,807 | $2.83M | 0.00% | −5,198−6.6% | Reduced |
| JB Capital Partners LP | 71,007 | $2.71M | 0.42% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 66,600 | $2.55M | 0.85% | −60,400−47.6% | Reduced |
| HRT Financial LP | 62,690 | $2.40M | 0.00% | +19,959+46.7% | Added |
| LPL Financial LLC | 58,391 | $2.24M | 0.00% | −5,370−8.4% | Reduced |
| Norges Bank | 54,900 | $2.10M | 0.00% | +54,900 | New |
| First Trust Advisors LP | 52,686 | $2.02M | 0.00% | +2,487+5.0% | Added |
| Oak Ridge Investments LLC | 50,381 | $1.93M | 0.11% | +50,381 | New |
| Linden Thomas Advisory Services, LLC | 47,230 | $1.81M | 0.15% | +5,172+12.3% | Added |
| Credit Agricole S A | 46,926 | $1.80M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 46,246 | $1.77M | 0.01% | +24,319+110.9% | Added |
| Citadel Advisors LLC | 43,964 | $1.69M | 0.00% | +6,171+16.3% | Added |
| Bank of America Corp | 40,187 | $1.54M | 0.00% | +7,211+21.9% | Added |
| North Star Investment Management Corp. | 40,000 | $1.53M | 0.08% | 00.0% | Unchanged |
| Nuveen, LLC | 39,875 | $1.53M | 0.00% | +9,217+30.1% | Added |
| Millennium Management LLC | 35,666 | $1.37M | 0.00% | −56,002−61.1% | Reduced |
| American Century Companies Inc | 31,757 | $1.22M | 0.00% | +76+0.2% | Added |
| Tudor Investment Corp Et Al | 28,190 | $1.08M | 0.00% | +28,190 | New |
| Susquehanna International Group, LLP | 26,989 | $1.03M | 0.00% | +17,939+198.2% | Added |
| Mendel Money Management | 26,840 | $1.03M | 0.38% | −540−2.0% | Reduced |
| BNP Paribas Arbitrage, SA | 26,343 | $1.01M | 0.00% | +11,576+78.4% | Added |
| TD Asset Management Inc | 23,914 | $916.9K | 0.00% | +19,138+400.7% | Added |
| Ironwood Investment Management LLC | 23,468 | $899.8K | 0.31% | 00.0% | Unchanged |
| CenterBook Partners LP | 23,310 | $893.7K | 0.04% | +23,310 | New |
| AQR Capital Management LLC | 21,244 | $814.5K | 0.00% | +10,162+91.7% | Added |
| Invesco Ltd. | 20,650 | $791.7K | 0.00% | −6,334−23.5% | Reduced |
| UBS Group AG | 19,949 | $764.8K | 0.00% | −1,353−6.4% | Reduced |
| WCG Wealth Advisors LLC | 19,350 | $741.9K | 0.02% | +6,587+51.6% | Added |
| Parvin Asset Management, LLC | 19,170 | $735.0K | 0.59% | −550−2.8% | Reduced |
| Alliancebernstein L.P. | 15,890 | $725.5K | 0.00% | −1,000−5.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,689 | $716.5K | 0.04% | +5,122+37.8% | Added |
| Rhumbline Advisers | 18,002 | $690.2K | 0.00% | +300+1.7% | Added |
| Quantbot Technologies LP | 15,947 | $611.4K | 0.02% | +10,578+197.0% | Added |
| Quantinno Capital Management LP | 15,575 | $597.1K | 0.00% | −1,761−10.2% | Reduced |
| Magnetar Financial LLC | 15,043 | $576.7K | 0.01% | +5,604+59.4% | Added |
| Values First Advisors, Inc. | 14,132 | $541.8K | 0.25% | −266−1.8% | Reduced |
| Deutsche Bank AG | 14,113 | $541.1K | 0.00% | +1,729+14.0% | Added |
| XTX Topco Ltd | 13,985 | $536.2K | 0.01% | −9,056−39.3% | Reduced |
| Wells Fargo & Company | 12,835 | $492.1K | 0.00% | +7,679+148.9% | Added |
| R Squared Ltd | 12,129 | $465.0K | 0.24% | −5,246−30.2% | Reduced |
| Boothbay Fund Management, LLC | 11,614 | $445.3K | 0.01% | −4,070−26.0% | Reduced |
| Neuberger Berman Group LLC | 10,977 | $420.9K | 0.00% | +341+3.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,791 | $413.7K | 0.01% | +2,656+32.6% | Added |
| Brevan Howard Capital Management LP | 10,484 | $402.0K | 0.01% | +10,484 | New |
| D. E. Shaw & Co., Inc. | 10,419 | $399.5K | 0.00% | +852+8.9% | Added |
| Pathstone Holdings, LLC | 10,289 | $394.5K | 0.00% | +10,289 | New |
| BayBridge Capital Group, LLC | 10,120 | $388.0K | 0.20% | +1,874+22.7% | Added |
| Engineers Gate Manager LP | 9,906 | $379.8K | 0.00% | +3,613+57.4% | Added |
| Janney Montgomery Scott LLC | 9,872 | $378.0K | 0.00% | −67−0.7% | Reduced |
| Brown Advisory Inc | 9,000 | $345.1K | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 8,861 | $339.7K | 0.13% | +8,861 | New |
| MetLife Investment Management | 8,797 | $337.3K | 0.00% | 00.0% | Unchanged |
| Aristeia Capital LLC | 8,782 | $336.7K | 0.01% | +1,701+24.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,705 | $333.8K | 0.00% | +52+0.6% | Added |
| Principal Financial Group Inc | 7,883 | $302.2K | 0.00% | +519+7.0% | Added |
| State of Wisconsin Investment Board | 7,820 | $299.8K | 0.00% | −1,100−12.3% | Reduced |
| TSA Wealth Managment LLC | 7,607 | $291.7K | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 7,201 | $276.1K | 0.00% | +6,012+505.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,597 | $252.9K | 0.00% | −75−1.1% | Reduced |
| Vanguard Global Advisers, LLC | 6,158 | $236.1K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,079 | $233.1K | 0.00% | −175−2.8% | Reduced |
| Hillsdale Investment Management Inc. | 5,700 | $218.5K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 5,527 | $211.9K | 0.26% | +5,527 | New |