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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 5,555 | $205.0K | 0.02% | +5,555 | New |
| Guggenheim Capital LLC | 5,490 | $203.0K | 0.00% | +5,490 | New |
| Metropolitan Life Insurance Co | 4,909 | $181.5K | 0.00% | +381+8.4% | Added |
| Group One Trading, L.P. | 4,300 | $159.0K | 0.00% | +4,300 | New |
| Legal & General Group Plc | 4,016 | $148.0K | 0.00% | +291+7.8% | Added |
| Federated Hermes, Inc. | 3,175 | $117.0K | 0.00% | −2−0.1% | Reduced |
| UBS Group AG | 2,847 | $106.0K | 0.00% | −4,527−61.4% | Reduced |
| Earnest Partners LLC | 2,500 | $92.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,461 | $91.0K | 0.00% | −11,477−82.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,956 | $72.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,630 | $60.3K | 0.00% | −6,355−79.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,443 | $53.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,421 | $52.0K | 0.00% | +1,211+576.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,222 | $45.0K | 0.01% | +3+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 1,200 | $44.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,118 | $41.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 880 | $33.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 700 | $26.0K | 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 |
| Brown Brothers Harriman & Co | 600 | $22.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 467 | $17.0K | 0.00% | −12−2.5% | Reduced |
| Point72 Hong Kong Ltd | 366 | $14.0K | 0.00% | −1,201−76.6% | Reduced |
| Counterpoint Mutual Funds LLC | 363 | $13.0K | 0.01% | +363 | New |
| IFP Advisors, Inc | 270 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $9.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 235 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 204 | $8.00K | 0.00% | +109+114.7% | Added |
| Cullen/Frost Bankers, Inc. | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |