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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, Q1 2021

Institutional positions in Carriage Services Inc as of Mar 31, 2021. 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
133
No complete 13F data for Q4 2020
Shares held
13.5M
No complete 13F data for Q4 2020
Total value
$475.8M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 133 institutions
Q1 2021: 133 institutionsQ2 2021: 135 institutionsQ3 2021: 133 institutionsQ4 2021: 158 institutionsQ1 2022: 154 institutionsQ2 2022: 140 institutionsQ3 2022: 123 institutionsQ4 2022: 122 institutionsQ1 2023: 123 institutionsQ2 2023: 116 institutionsQ3 2023: 119 institutionsQ4 2023: 114 institutionsQ1 2024: 129 institutionsQ2 2024: 133 institutionsQ3 2024: 144 institutionsQ4 2024: 153 institutionsQ1 2025: 157 institutionsQ2 2025: 161 institutionsQ3 2025: 173 institutionsQ4 2025: 155 institutionsQ1 2026: 167 institutionsQ2 2026: 157 institutions
Value heldQ1 2021: $478.1M
Q1 2021: $478.1MQ2 2021: $498.7MQ3 2021: $556.7MQ4 2021: $780.7MQ1 2022: $620.0MQ2 2022: $452.6MQ3 2022: $343.6MQ4 2022: $278.0MQ1 2023: $321.7MQ2 2023: $331.8MQ3 2023: $289.8MQ4 2023: $259.5MQ1 2024: $282.9MQ2 2024: $271.9MQ3 2024: $347.4MQ4 2024: $436.0MQ1 2025: $448.1MQ2 2025: $545.1MQ3 2025: $549.1MQ4 2025: $508.5MQ1 2026: $572.3MQ2 2026: $517.9M
Institutions holding CSV and their total value by quarter
QuarterHoldersValue
Q2 2026157$517.9M
Q1 2026167$572.3M
Q4 2025155$508.5M
Q3 2025173$549.1M
Q2 2025161$545.1M
Q1 2025157$448.1M
Q4 2024153$436.0M
Q3 2024144$347.4M
Q2 2024133$271.9M
Q1 2024129$282.9M
Q4 2023114$259.5M
Q3 2023119$289.8M
Q2 2023116$331.8M
Q1 2023123$321.7M
Q4 2022122$278.0M
Q3 2022123$343.6M
Q2 2022140$452.6M
Q1 2022154$620.0M
Q4 2021158$780.7M
Q3 2021133$556.7M
Q2 2021135$498.7M
Q1 2021133$478.1M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Carriage Services Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CSV in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Dimensional Fund Advisors LP1,365,492$48.1M0.02%––
BlackRock Inc.1,345,678$47.4M0.00%––
Ameriprise Financial Inc1,137,283$40.1M0.01%––
Renaissance Technologies LLC1,044,000$36.7M0.05%––
Global Alpha Capital Management Ltd.977,698$34.4M4.02%––
Vanguard Group Inc877,606$30.9M0.00%––
Kennedy Capital Management, Inc.588,018$20.7M0.42%––
Polar Asset Management Partners Inc.480,466$16.9M0.25%––
LSV Asset Management444,784$15.7M0.03%––
Mill Road Capital Management LLC397,637$14.0M4.79%––
State Street Corp326,060$11.5M0.00%––
Nuveen Asset Management, LLC285,715$10.1M0.00%––
Fenimore Asset Management Inc277,779$9.78M0.25%––
Geode Capital Management, LLC268,230$9.44M0.00%––
Nicholas Company, Inc.192,680$6.78M0.13%––
Arrowstreet Capital, Limited Partnership181,133$6.37M0.01%––
RBF Capital, LLC180,557$6.35M0.40%––
Northern Trust Corp172,137$6.06M0.00%––
Bank of New York Mellon Corp148,026$5.21M0.00%––
Boston Partners143,940$5.07M0.01%––
JB Capital Partners LP131,315$4.62M1.23%––
Bard Associates Inc121,952$4.29M1.55%––
Charles Schwab Investment Management Inc113,047$3.98M0.00%––
Heartland Advisors Inc100,000$3.52M0.22%––
Morgan Stanley97,153$3.42M0.00%––
Assenagon Asset Management S.A.91,547$3.22M0.02%––
Two Sigma Advisers, LP85,400$3.00M0.01%––
Federation des caisses Desjardins du Quebec83,888$2.95M0.03%––
Wells Fargo & Company83,488$2.94M0.00%––
Mendel Money Management77,389$2.72M1.78%––
Los Angeles Capital Management LLC74,240$2.61M0.01%––
K2 Principal Fund, L.P.72,181$2.54M0.40%––
Jacobs Levy Equity Management, Inc68,185$2.40M0.02%––
Teton Advisors, Inc.67,000$2.36M0.33%––
Goldman Sachs Group Inc63,879$2.25M0.00%––
Regions Financial Corp63,715$2.24M0.02%––
Financial Enhancement Group LLC62,770$2.21M0.45%––
Invesco Ltd.52,832$1.86M0.00%––
Two Sigma Investments, LP52,676$1.85M0.01%––
Cornercap Investment Counsel Inc39,052$1.37M0.15%––
Swiss National Bank38,671$1.36M0.00%––
Millennium Management LLC37,441$1.32M0.00%––
JPMorgan Chase & Co35,452$1.25M0.00%––
Parametric Portfolio Associates LLC34,654$1.22M0.00%––
California Public Employees Retirement System33,700$1.19M0.00%––
Campbell & CO Investment Adviser LLC32,780$1.15M0.71%––
Dalton Greiner Hartman Maher & Co32,594$1.15M0.91%––
Bank of America Corp29,469$1.04M0.00%––
Wedge Capital Management L L P28,793$1.01M0.01%––
Russell Investments Group, Ltd.28,155$990.0K0.00%––
Rhumbline Advisers27,924$983.0K0.00%––
D. E. Shaw & Co., Inc.26,786$943.0K0.00%––
Granite Point Capital Management, L.P.26,400$929.0K0.27%––
Royal Bank of Canada25,914$911.0K0.00%––
California State Teachers Retirement System24,835$874.0K0.00%––
Susquehanna Fundamental Investments, LLC24,628$867.0K0.01%––
Acadian Asset Management LLC23,879$840.0K0.00%––
Citadel Advisors LLC23,611$830.0K0.00%––
Mackay Shields LLC23,400$824.0K0.01%––
Brown Advisory Inc23,012$810.0K0.00%––
Martingale Asset Management L P22,422$790.0K0.01%––
Credit Suisse AG18,960$668.0K0.00%––
State Board of Administration of Florida Retirement System18,925$666.0K0.00%––
Deutsche Bank AG17,797$626.0K0.00%––
Robotti Robert17,106$602.0K0.15%––
Winton Group Ltd17,016$599.0K0.03%––
Virginia Retirement Systems Et Al15,900$560.0K0.01%––
New York State Common Retirement Fund15,600$549.0K0.00%––
Values First Advisors, Inc.15,146$533.0K0.39%––
Wellington Management Group LLP15,000$528.0K0.00%––
Panagora Asset Management Inc14,247$501.0K0.00%––
Engineers Gate Manager LP14,050$494.0K0.02%––
Barclays PLC13,938$490.0K0.00%––
Squarepoint Ops LLC13,324$469.0K0.00%––
AQR Capital Management LLC11,635$409.0K0.00%––
Susquehanna International Group, LLP11,475$404.0K0.00%––
IndexIQ Advisors LLC11,432$402.0K0.01%––
Allianz Asset Management GmbH11,432$402.0K0.00%––
Voya Investment Management LLC11,174$393.0K0.00%––
HRT Financial LP11,147$392.0K0.00%––
UBS Asset Management Americas Inc10,627$374.0K0.00%––
GW Henssler & Associates Ltd9,723$342.0K0.02%––
American International Group, Inc.9,602$338.0K0.00%––
Manufacturers Life Insurance Company, The9,566$337.0K0.00%––
Alliancebernstein L.P.8,600$303.0K0.00%––
Globeflex Capital L P8,335$293.0K0.05%––
Mechanics Bank Trust Department8,337$293.0K0.05%––
Price T Rowe Associates Inc8,283$291.0K0.00%––
BNP Paribas Arbitrage, SA7,985$281.0K0.00%––
Victory Capital Management Inc7,944$280.0K0.00%––
Dynamic Technology Lab Private Ltd7,962$280.0K0.03%––
Cubist Systematic Strategies, LLC7,621$268.0K0.00%––
MetLife Investment Management7,506$264.1K0.00%––
UBS Group AG7,374$259.0K0.00%––
Fosun International Ltd7,000$246.0K0.02%––
Bailard, Inc.6,900$243.0K0.01%––
STRS Ohio6,900$242.0K0.00%––
Principal Financial Group Inc6,834$240.0K0.00%––
Jane Street Group, LLC6,692$235.0K0.00%––
Tower Research Capital LLC (TRC)6,368$225.0K0.00%––