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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 61,199 | $2.26M | 0.01% | +37,320+156.3% | Added |
| Teton Advisors, Inc. | 67,000 | $2.48M | 0.33% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 70,430 | $2.60M | 0.01% | −3,810−5.1% | Reduced |
| Mendel Money Management | 73,443 | $2.71M | 1.71% | −3,946−5.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 83,888 | $3.10M | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 85,600 | $3.17M | 0.01% | +200+0.2% | Added |
| Wells Fargo & Company | 88,640 | $3.28M | 0.00% | +5,152+6.2% | Added |
| Charles Schwab Investment Management Inc | 111,939 | $4.14M | 0.00% | −1,108−1.0% | Reduced |
| Morgan Stanley | 118,413 | $4.38M | 0.00% | +21,260+21.9% | Added |
| Bard Associates Inc | 121,052 | $4.47M | 1.46% | −900−0.7% | Reduced |
| JB Capital Partners LP | 131,315 | $4.84M | 1.16% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 131,488 | $4.86M | 0.03% | +63,303+92.8% | Added |
| Bank of New York Mellon Corp | 135,038 | $4.99M | 0.00% | −12,988−8.8% | Reduced |
| K2 Principal Fund, L.P. | 141,525 | $5.23M | 0.58% | +69,344+96.1% | Added |
| Boston Partners | 144,687 | $5.35M | 0.01% | +747+0.5% | Added |
| Nicholas Company, Inc. | 167,085 | $6.18M | 0.11% | −25,595−13.3% | Reduced |
| Northern Trust Corp | 169,560 | $6.27M | 0.00% | −2,577−1.5% | Reduced |
| RBF Capital, LLC | 180,557 | $6.67M | 0.37% | 00.0% | Unchanged |
| Heartland Advisors Inc | 190,000 | $7.02M | 0.41% | +90,000+90.0% | Added |
| Nuveen Asset Management, LLC | 258,245 | $9.55M | 0.00% | −27,470−9.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 260,492 | $9.63M | 0.01% | +79,359+43.8% | Added |
| Fenimore Asset Management Inc | 279,784 | $10.3M | 0.25% | +2,005+0.7% | Added |
| Geode Capital Management, LLC | 280,040 | $10.4M | 0.00% | +11,810+4.4% | Added |
| State Street Corp | 355,308 | $13.1M | 0.00% | +29,248+9.0% | Added |
| Kennedy Capital Management, Inc. | 364,133 | $13.5M | 0.29% | −223,885−38.1% | Reduced |
| Mill Road Capital Management LLC | 397,637 | $14.7M | 4.97% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 489,666 | $18.1M | 0.22% | +9,200+1.9% | Added |
| LSV Asset Management | 502,586 | $18.6M | 0.03% | +57,802+13.0% | Added |
| Vanguard Group Inc | 896,488 | $33.1M | 0.00% | +18,882+2.2% | Added |
| Global Alpha Capital Management Ltd. | 995,628 | $36.8M | 3.99% | +17,930+1.8% | Added |
| Renaissance Technologies LLC | 1,047,300 | $38.7M | 0.05% | +3,300+0.3% | Added |
| Ameriprise Financial Inc | 1,133,521 | $41.9M | 0.01% | −3,762−0.3% | Reduced |
| BlackRock Inc. | 1,253,016 | $46.3M | 0.00% | −92,662−6.9% | Reduced |
| Dimensional Fund Advisors LP | 1,288,290 | $47.6M | 0.02% | −77,202−5.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 21,606 | – | – | +2,406+12.5% | Added |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −32,594−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −28,793−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,611−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,050−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −9,723−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |