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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: 172 institutionsQ4 2025: 155 institutionsQ1 2026: 167 institutionsQ2 2026: 157 institutions
Value heldQ1 2021: $475.8M
Q1 2021: $475.8MQ2 2021: $496.1MQ3 2021: $556.7MQ4 2021: $776.8MQ1 2022: $620.0MQ2 2022: $452.6MQ3 2022: $343.6MQ4 2022: $278.0MQ1 2023: $321.7MQ2 2023: $331.8MQ3 2023: $289.8MQ4 2023: $251.7MQ1 2024: $268.7MQ2 2024: $269.3MQ3 2024: $343.5MQ4 2024: $436.0MQ1 2025: $447.6MQ2 2025: $544.9MQ3 2025: $538.4MQ4 2025: $502.2MQ1 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$502.2M
Q3 2025172$538.4M
Q2 2025161$544.9M
Q1 2025157$447.6M
Q4 2024153$436.0M
Q3 2024144$343.5M
Q2 2024133$269.3M
Q1 2024129$268.7M
Q4 2023114$251.7M
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$776.8M
Q3 2021133$556.7M
Q2 2021135$496.1M
Q1 2021133$475.8M

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
The PNC Financial Services Group, Inc.25$1.00K0.00%––
Signaturefd, LLC47$2.00K0.00%––
Trustcore Financial Services, LLC95$3.00K0.00%––
Parallel Advisors, LLC132$5.00K0.00%––
Cullen/Frost Bankers, Inc.176$6.00K0.00%––
Simplex Trading, LLC210$7.00K0.00%––
Quantbot Technologies LP200$7.00K0.00%––
Perennial Advisors, LLC210$7.00K0.00%––
Advisor Group Holdings, Inc.235$8.00K0.00%––
Salem Investment Counselors Inc248$9.00K0.00%––
IFP Advisors, Inc270$10.0K0.00%––
Captrust Financial Advisors479$17.0K0.00%––
Rockefeller Capital Management L.P.500$17.0K0.00%––
Brown Brothers Harriman & Co600$21.0K0.00%––
Bank of Montreal603$21.0K0.00%––
Whittier Trust Co600$21.0K0.00%––
Huntington National Bank700$25.0K0.00%––
Copeland Capital Management, LLC880$31.0K0.00%––
Great West Life Assurance Co1,118$39.0K0.00%––
Thompson Siegel & Walmsley LLC1,200$42.0K0.00%––
Patriot Financial Group Insurance Agency, LLC1,219$43.0K0.01%––
Ameritas Investment Partners, Inc.1,443$51.0K0.00%––
Point72 Hong Kong Ltd1,567$55.0K0.00%––
Citigroup Inc1,919$68.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)1,956$69.0K0.00%––
Lazard Asset Management LLC2,297$80.0K0.00%––
Earnest Partners LLC2,500$88.0K0.00%––
Federated Hermes, Inc.3,177$112.0K0.00%––
Legal & General Group Plc3,725$131.0K0.00%––
SG Americas Securities, LLC4,119$145.0K0.00%––
Metropolitan Life Insurance Co4,528$159.3K0.00%––
Jump Financial, LLC6,300$221.0K0.02%––
Tower Research Capital LLC (TRC)6,368$225.0K0.00%––
Jane Street Group, LLC6,692$235.0K0.00%––
Principal Financial Group Inc6,834$240.0K0.00%––
STRS Ohio6,900$242.0K0.00%––
Bailard, Inc.6,900$243.0K0.01%––
Fosun International Ltd7,000$246.0K0.02%––
UBS Group AG7,374$259.0K0.00%––
MetLife Investment Management7,506$264.1K0.00%––
Cubist Systematic Strategies, LLC7,621$268.0K0.00%––
Victory Capital Management Inc7,944$280.0K0.00%––
Dynamic Technology Lab Private Ltd7,962$280.0K0.03%––
BNP Paribas Arbitrage, SA7,985$281.0K0.00%––
Price T Rowe Associates Inc8,283$291.0K0.00%––
Globeflex Capital L P8,335$293.0K0.05%––
Mechanics Bank Trust Department8,337$293.0K0.05%––
Alliancebernstein L.P.8,600$303.0K0.00%––
Manufacturers Life Insurance Company, The9,566$337.0K0.00%––
American International Group, Inc.9,602$338.0K0.00%––
GW Henssler & Associates Ltd9,723$342.0K0.02%––
UBS Asset Management Americas Inc10,627$374.0K0.00%––
HRT Financial LP11,147$392.0K0.00%––
Voya Investment Management LLC11,174$393.0K0.00%––
IndexIQ Advisors LLC11,432$402.0K0.01%––
Allianz Asset Management GmbH11,432$402.0K0.00%––
Susquehanna International Group, LLP11,475$404.0K0.00%––
AQR Capital Management LLC11,635$409.0K0.00%––
Squarepoint Ops LLC13,324$469.0K0.00%––
Barclays PLC13,938$490.0K0.00%––
Engineers Gate Manager LP14,050$494.0K0.02%––
Panagora Asset Management Inc14,247$501.0K0.00%––
Wellington Management Group LLP15,000$528.0K0.00%––
Values First Advisors, Inc.15,146$533.0K0.39%––
New York State Common Retirement Fund15,600$549.0K0.00%––
Virginia Retirement Systems Et Al15,900$560.0K0.01%––
Winton Group Ltd17,016$599.0K0.03%––
Robotti Robert17,106$602.0K0.15%––
Deutsche Bank AG17,797$626.0K0.00%––
State Board of Administration of Florida Retirement System18,925$666.0K0.00%––
Credit Suisse AG18,960$668.0K0.00%––
Martingale Asset Management L P22,422$790.0K0.01%––
Brown Advisory Inc23,012$810.0K0.00%––
Mackay Shields LLC23,400$824.0K0.01%––
Citadel Advisors LLC23,611$830.0K0.00%––
Acadian Asset Management LLC23,879$840.0K0.00%––
Susquehanna Fundamental Investments, LLC24,628$867.0K0.01%––
California State Teachers Retirement System24,835$874.0K0.00%––
Royal Bank of Canada25,914$911.0K0.00%––
Granite Point Capital Management, L.P.26,400$929.0K0.27%––
D. E. Shaw & Co., Inc.26,786$943.0K0.00%––
Rhumbline Advisers27,924$983.0K0.00%––
Russell Investments Group, Ltd.28,155$990.0K0.00%––
Wedge Capital Management L L P28,793$1.01M0.01%––
Bank of America Corp29,469$1.04M0.00%––
Dalton Greiner Hartman Maher & Co32,594$1.15M0.91%––
Campbell & CO Investment Adviser LLC32,780$1.15M0.71%––
California Public Employees Retirement System33,700$1.19M0.00%––
Parametric Portfolio Associates LLC34,654$1.22M0.00%––
JPMorgan Chase & Co35,452$1.25M0.00%––
Millennium Management LLC37,441$1.32M0.00%––
Swiss National Bank38,671$1.36M0.00%––
Cornercap Investment Counsel Inc39,052$1.37M0.15%––
Two Sigma Investments, LP52,676$1.85M0.01%––
Invesco Ltd.52,832$1.86M0.00%––
Financial Enhancement Group LLC62,770$2.21M0.45%––
Regions Financial Corp63,715$2.24M0.02%––
Goldman Sachs Group Inc63,879$2.25M0.00%––
Teton Advisors, Inc.67,000$2.36M0.33%––
Jacobs Levy Equity Management, Inc68,185$2.40M0.02%––