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 2021
Institutional positions in Carriage Services Inc as of Jun 30, 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
- 135
- +2 vs. Q1 2021
- Shares held
- 13.4M
- −96.7K (−0.7%) vs. Q1 2021
- Total value
- $496.1M
- +$20.3M (+4.3%) vs. Q1 2021
- New holders
- 14
- 49 more added
- Sold out
- 12
- 44 more reduced
Compare with Q1 2021: 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 | $502.2M |
| Q3 2025 | 172 | $538.4M |
| Q2 2025 | 161 | $544.9M |
| Q1 2025 | 157 | $447.6M |
| Q4 2024 | 153 | $436.0M |
| Q3 2024 | 144 | $343.5M |
| Q2 2024 | 133 | $269.3M |
| Q1 2024 | 129 | $268.7M |
| Q4 2023 | 114 | $251.7M |
| 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 | $776.8M |
| Q3 2021 | 133 | $556.7M |
| Q2 2021 | 135 | $496.1M |
| Q1 2021 | 133 | $475.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 204 | $8.00K | 0.00% | +109+114.7% | Added |
| Salem Investment Counselors Inc | 248 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 235 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 270 | $10.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 363 | $13.0K | 0.01% | +363 | New |
| Point72 Hong Kong Ltd | 366 | $14.0K | 0.00% | −1,201−76.6% | Reduced |
| Captrust Financial Advisors | 467 | $17.0K | 0.00% | −12−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 600 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $22.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 641 | $24.0K | 0.00% | −13,606−95.5% | Reduced |
| Tower Research Capital LLC (TRC) | 651 | $24.0K | 0.00% | −5,717−89.8% | Reduced |
| Huntington National Bank | 700 | $26.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 880 | $33.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,118 | $41.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,200 | $44.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,222 | $45.0K | 0.01% | +3+0.2% | Added |
| Simplex Trading, LLC | 1,421 | $52.0K | 0.00% | +1,211+576.7% | Added |
| Ameritas Investment Partners, Inc. | 1,443 | $53.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,630 | $60.3K | 0.00% | −6,355−79.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,956 | $72.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,461 | $91.0K | 0.00% | −11,477−82.3% | Reduced |
| Earnest Partners LLC | 2,500 | $92.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,847 | $106.0K | 0.00% | −4,527−61.4% | Reduced |
| Federated Hermes, Inc. | 3,175 | $117.0K | 0.00% | −2−0.1% | Reduced |
| Legal & General Group Plc | 4,016 | $148.0K | 0.00% | +291+7.8% | Added |
| Group One Trading, L.P. | 4,300 | $159.0K | 0.00% | +4,300 | New |
| Metropolitan Life Insurance Co | 4,909 | $181.5K | 0.00% | +381+8.4% | Added |
| Guggenheim Capital LLC | 5,490 | $203.0K | 0.00% | +5,490 | New |
| Trexquant Investment LP | 5,555 | $205.0K | 0.02% | +5,555 | New |
| ExodusPoint Capital Management, LP | 5,585 | $206.0K | 0.00% | +5,585 | New |
| Squarepoint Ops LLC | 6,039 | $223.0K | 0.00% | −7,285−54.7% | Reduced |
| Cubist Systematic Strategies, LLC | 6,312 | $233.0K | 0.00% | −1,309−17.2% | Reduced |
| DekaBank Deutsche Girozentrale | 6,585 | $242.0K | 0.00% | +6,585 | New |
| Public Employees Retirement System of Ohio | 6,602 | $244.0K | 0.00% | +6,602 | New |
| Voya Investment Management LLC | 6,759 | $250.0K | 0.00% | −4,415−39.5% | Reduced |
| Bailard, Inc. | 6,900 | $255.0K | 0.01% | 00.0% | Unchanged |
| Fosun International Ltd | 7,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 6,992 | $258.0K | 0.00% | +6,992 | New |
| Summit Global Investments | 7,300 | $270.0K | 0.02% | +7,300 | New |
| MetLife Investment Management | 7,506 | $277.5K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 7,900 | $292.0K | 0.00% | −700−8.1% | Reduced |
| California Public Employees Retirement System | 8,234 | $304.0K | 0.00% | −25,466−75.6% | Reduced |
| Raymond James & Associates | 8,218 | $304.0K | 0.00% | +8,218 | New |
| Globeflex Capital L P | 8,335 | $308.0K | 0.06% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 8,337 | $308.0K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 8,325 | $308.0K | 0.00% | +6,406+333.8% | Added |
| Price T Rowe Associates Inc | 8,599 | $318.0K | 0.00% | +316+3.8% | Added |
| American International Group, Inc. | 9,339 | $345.0K | 0.00% | −263−2.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,660 | $357.0K | 0.04% | +1,698+21.3% | Added |
| Prudential Financial Inc | 9,914 | $366.0K | 0.00% | +9,914 | New |
| Manufacturers Life Insurance Company, The | 10,292 | $380.0K | 0.00% | +726+7.6% | Added |
| STRS Ohio | 10,600 | $391.0K | 0.00% | +3,700+53.6% | Added |
| Bank of America Corp | 10,617 | $393.0K | 0.00% | −18,852−64.0% | Reduced |
| Credit Suisse AG | 11,019 | $405.0K | 0.00% | −7,941−41.9% | Reduced |
| IndexIQ Advisors LLC | 11,497 | $425.0K | 0.01% | +65+0.6% | Added |
| Victory Capital Management Inc | 11,532 | $426.0K | 0.00% | +3,588+45.2% | Added |
| Allianz Asset Management GmbH | 13,202 | $488.0K | 0.00% | +1,770+15.5% | Added |
| Susquehanna International Group, LLP | 13,527 | $500.0K | 0.00% | +2,052+17.9% | Added |
| Lazard Asset Management LLC | 13,842 | $511.0K | 0.00% | +11,545+502.6% | Added |
| HRT Financial LP | 13,965 | $516.0K | 0.00% | +2,818+25.3% | Added |
| Values First Advisors, Inc. | 14,904 | $551.0K | 0.37% | −242−1.6% | Reduced |
| New York State Common Retirement Fund | 15,734 | $582.0K | 0.00% | +134+0.9% | Added |
| Granite Point Capital Management, L.P. | 16,120 | $596.0K | 0.18% | −10,280−38.9% | Reduced |
| Robotti Robert | 17,106 | $632.0K | 0.16% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,535 | $648.0K | 0.00% | +5,900+50.7% | Added |
| UBS Asset Management Americas Inc | 17,588 | $650.2K | 0.00% | +6,961+65.5% | Added |
| D. E. Shaw & Co., Inc. | 17,646 | $652.0K | 0.00% | −9,140−34.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,162 | $671.0K | 0.01% | −6,466−26.3% | Reduced |
| Jane Street Group, LLC | 18,887 | $698.0K | 0.00% | +12,195+182.2% | Added |
| Winton Group Ltd | 18,966 | $701.0K | 0.04% | +1,950+11.5% | Added |
| Assenagon Asset Management S.A. | 20,502 | $758.0K | 0.00% | −71,045−77.6% | Reduced |
| Principal Financial Group Inc | 20,767 | $768.0K | 0.00% | +13,933+203.9% | Added |
| Millennium Management LLC | 20,809 | $769.0K | 0.00% | −16,632−44.4% | Reduced |
| Goldman Sachs Group Inc | 21,124 | $781.0K | 0.00% | −42,755−66.9% | Reduced |
| Virginia Retirement Systems Et Al | 22,500 | $832.0K | 0.01% | +6,600+41.5% | Added |
| Martingale Asset Management L P | 22,930 | $848.0K | 0.01% | +508+2.3% | Added |
| California State Teachers Retirement System | 23,029 | $851.0K | 0.00% | −1,806−7.3% | Reduced |
| Rhumbline Advisers | 23,971 | $886.0K | 0.00% | −3,953−14.2% | Reduced |
| State Board of Administration of Florida Retirement System | 23,984 | $887.0K | 0.00% | +5,059+26.7% | Added |
| Brown Advisory Inc | 24,041 | $889.0K | 0.00% | +1,029+4.5% | Added |
| Royal Bank of Canada | 25,940 | $959.0K | 0.00% | +26+0.1% | Added |
| Deutsche Bank AG | 27,458 | $1.01M | 0.00% | +9,661+54.3% | Added |
| Teacher Retirement System of Texas | 29,727 | $1.10M | 0.01% | +29,727 | New |
| Russell Investments Group, Ltd. | 30,562 | $1.13M | 0.00% | +2,407+8.5% | Added |
| Campbell & CO Investment Adviser LLC | 33,200 | $1.23M | 0.53% | +420+1.3% | Added |
| JPMorgan Chase & Co | 33,823 | $1.25M | 0.00% | −1,629−4.6% | Reduced |
| Parametric Portfolio Associates LLC | 34,558 | $1.28M | 0.00% | −96−0.3% | Reduced |
| Swiss National Bank | 37,671 | $1.39M | 0.00% | −1,000−2.6% | Reduced |
| Cornercap Investment Counsel Inc | 38,855 | $1.44M | 0.16% | −197−0.5% | Reduced |
| Two Sigma Investments, LP | 43,887 | $1.62M | 0.00% | −8,789−16.7% | Reduced |
| Marshall Wace, LLP | 51,818 | $1.92M | 0.01% | +51,818 | New |
| Norges Bank | 52,036 | $1.92M | 0.00% | +52,036 | New |
| Invesco Ltd. | 55,067 | $2.04M | 0.00% | +2,235+4.2% | Added |
| Financial Enhancement Group LLC | 60,796 | $2.25M | 0.46% | −1,974−3.1% | Reduced |
| Regions Financial Corp | 61,215 | $2.26M | 0.02% | −2,500−3.9% | Reduced |