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, Q4 2021
Institutional positions in Carriage Services Inc as of Dec 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
- 158
- +25 vs. Q3 2021
- Shares held
- 12.1M
- −425.4K (−3.4%) vs. Q3 2021
- Total value
- $776.8M
- +$220.1M (+39.5%) vs. Q3 2021
- New holders
- 35
- 32 more added
- Sold out
- 10
- 68 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 6 | $0 | 0.00% | +6 | New |
| The PNC Financial Services Group, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| CWM, LLC | 51 | $3.00K | 0.00% | +51 | New |
| Signaturefd, LLC | 70 | $5.00K | 0.00% | +23+48.9% | Added |
| C M Bidwell & Associates Ltd | 80 | $5.00K | 0.00% | +80 | New |
| Ahrens Investment Partners LLC | 106 | $7.00K | 0.00% | +106 | New |
| Parallel Advisors, LLC | 132 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 490 | $32.0K | 0.00% | +490 | New |
| Rockefeller Capital Management L.P. | 520 | $33.0K | 0.00% | +20+4.0% | Added |
| Brown Brothers Harriman & Co | 600 | $39.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $39.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 671 | $43.0K | 0.02% | +671 | New |
| Captrust Financial Advisors | 769 | $50.0K | 0.00% | −11−1.4% | Reduced |
| Copeland Capital Management, LLC | 896 | $58.0K | 0.00% | +16+1.8% | Added |
| Huntington National Bank | 1,000 | $64.0K | 0.00% | +300+42.9% | Added |
| Great West Life Assurance Co | 1,118 | $72.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,170 | $75.0K | 0.02% | +1,170 | New |
| Ameritas Investment Partners, Inc. | 1,188 | $77.0K | 0.00% | −255−17.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,225 | $79.0K | 0.01% | +2+0.2% | Added |
| Point72 Hong Kong Ltd | 1,266 | $82.0K | 0.01% | +1,266 | New |
| Federated Hermes, Inc. | 1,389 | $90.0K | 0.00% | −1,762−55.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,435 | $92.0K | 0.00% | +1,435 | New |
| USA Financial Portformulas Corp | 2,197 | $142.0K | 0.12% | +2,197 | New |
| Advisor Group Holdings, Inc. | 2,438 | $156.0K | 0.00% | +1,671+217.9% | Added |
| Earnest Partners LLC | 2,500 | $161.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,787 | $179.0K | 0.00% | −1,228−30.6% | Reduced |
| State of Tennessee, Treasury Department | 2,800 | $180.0K | 0.00% | +2,800 | New |
| Tower Research Capital LLC (TRC) | 3,008 | $194.0K | 0.00% | +2,414+406.4% | Added |
| Bank of the West | 3,105 | $200.0K | 0.02% | +3,105 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,310 | $213.0K | 0.00% | +1,354+69.2% | Added |
| ProShare Advisors LLC | 3,357 | $217.0K | 0.00% | +3,357 | New |
| Janus Henderson Group PLC | 3,460 | $223.0K | 0.00% | +3,460 | New |
| Metropolitan Life Insurance Co | 3,879 | $250.0K | 0.00% | −1,030−21.0% | Reduced |
| AdvisorNet Financial, Inc | 4,024 | $259.0K | 0.02% | +4,024 | New |
| Spears Abacus Advisors LLC | 4,028 | $260.0K | 0.02% | −3,278−44.9% | Reduced |
| Squarepoint Ops LLC | 4,281 | $276.0K | 0.00% | −5,631−56.8% | Reduced |
| Heritage Investors Management Corp | 4,500 | $290.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 4,509 | $290.0K | 0.00% | +4,509 | New |
| Arizona State Retirement System | 4,558 | $294.0K | 0.00% | −112−2.4% | Reduced |
| Canada Pension Plan Investment Board | 5,000 | $322.0K | 0.00% | +5,000 | New |
| SG Americas Securities, LLC | 5,209 | $336.0K | 0.00% | −6,658−56.1% | Reduced |
| Bailard, Inc. | 5,391 | $347.0K | 0.01% | −1,509−21.9% | Reduced |
| Gsa Capital Partners LLP | 5,404 | $348.0K | 0.04% | −11,976−68.9% | Reduced |
| Citadel Advisors LLC | 5,578 | $360.0K | 0.00% | −5,031−47.4% | Reduced |
| Guggenheim Capital LLC | 5,713 | $368.0K | 0.00% | +223+4.1% | Added |
| MetLife Investment Management | 5,721 | $368.7K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 5,900 | $380.0K | 0.01% | +5,900 | New |
| BNP Paribas Arbitrage, SA | 5,938 | $382.6K | 0.00% | +1,546+35.2% | Added |
| Crossmark Global Holdings, Inc. | 6,023 | $388.0K | 0.01% | +6,023 | New |
| State of Wisconsin Investment Board | 6,500 | $419.0K | 0.00% | +6,500 | New |
| Voya Investment Management LLC | 6,621 | $427.0K | 0.00% | −138−2.0% | Reduced |
| DekaBank Deutsche Girozentrale | 6,818 | $450.0K | 0.00% | +769+12.7% | Added |
| Oliver Luxxe Assets LLC | 6,997 | $451.0K | 0.11% | +6,997 | New |
| Hamilton Wealth, LLC | 7,010 | $452.0K | 0.20% | +7,010 | New |
| Fosun International Ltd | 7,000 | $461.0K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,263 | $468.0K | 0.00% | −127−1.7% | Reduced |
| Raymond James & Associates | 7,557 | $487.0K | 0.00% | −351−4.4% | Reduced |
| Jane Street Group, LLC | 7,750 | $500.0K | 0.00% | +7,750 | New |
| Alliancebernstein L.P. | 7,900 | $509.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,977 | $514.0K | 0.01% | +7,977 | New |
| Manufacturers Life Insurance Company, The | 8,099 | $522.0K | 0.00% | −646−7.4% | Reduced |
| American International Group, Inc. | 8,171 | $527.0K | 0.00% | −838−9.3% | Reduced |
| Mechanics Bank Trust Department | 8,214 | $529.0K | 0.08% | −123−1.5% | Reduced |
| Price T Rowe Associates Inc | 8,264 | $533.0K | 0.00% | −335−3.9% | Reduced |
| Globeflex Capital L P | 8,335 | $537.0K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 8,519 | $549.0K | 0.00% | +2,454+40.5% | Added |
| Capital Impact Advisors, LLC | 8,693 | $560.0K | 0.39% | +8,693 | New |
| Exchange Traded Concepts, LLC | 9,298 | $599.0K | 0.01% | +9,298 | New |
| STRS Ohio | 10,200 | $657.0K | 0.00% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 10,569 | $681.0K | 0.03% | +10,569 | New |
| Virginia Retirement Systems Et Al | 10,600 | $683.0K | 0.01% | −8,100−43.3% | Reduced |
| D. E. Shaw & Co., Inc. | 11,893 | $766.0K | 0.00% | −2,310−16.3% | Reduced |
| New York State Common Retirement Fund | 11,935 | $769.0K | 0.00% | +31+0.3% | Added |
| IndexIQ Advisors LLC | 12,001 | $773.0K | 0.03% | −775−6.1% | Reduced |
| Lazard Asset Management LLC | 12,393 | $797.0K | 0.00% | +826+7.1% | Added |
| Prudential Financial Inc | 12,450 | $802.0K | 0.00% | −2,391−16.1% | Reduced |
| Credit Suisse AG | 12,575 | $823.0K | 0.00% | −52−0.4% | Reduced |
| Bank of America Corp | 13,834 | $891.0K | 0.00% | +3,759+37.3% | Added |
| Two Sigma Investments, LP | 14,267 | $919.0K | 0.00% | −14,802−50.9% | Reduced |
| Values First Advisors, Inc. | 14,701 | $947.0K | 0.56% | −749−4.8% | Reduced |
| Cubist Systematic Strategies, LLC | 14,811 | $954.0K | 0.01% | +4,546+44.3% | Added |
| Deutsche Bank AG | 15,767 | $1.02M | 0.00% | −406−2.5% | Reduced |
| Granite Point Capital Management, L.P. | 16,120 | $1.04M | 0.40% | 00.0% | Unchanged |
| Royal Bank of Canada | 16,285 | $1.05M | 0.00% | −10,253−38.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,480 | $1.06M | 0.36% | −18,700−53.2% | Reduced |
| AQR Capital Management LLC | 16,493 | $1.06M | 0.00% | −1,369−7.7% | Reduced |
| Principal Financial Group Inc | 16,631 | $1.07M | 0.00% | −3,978−19.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 16,784 | $1.08M | 0.03% | +5,142+44.2% | Added |
| Robotti Robert | 17,106 | $1.10M | 0.22% | 00.0% | Unchanged |
| Caxton Associates LP | 17,669 | $1.14M | 0.14% | 00.0% | Unchanged |
| Marshall Wace, LLP | 17,912 | $1.15M | 0.00% | +9,902+123.6% | Added |
| Victory Capital Management Inc | 19,694 | $1.27M | 0.00% | +8,003+68.5% | Added |
| Putnam Investments LLC | 19,746 | $1.27M | 0.00% | +19,746 | New |
| Allspring Global Investments Holdings, LLC | 20,500 | $1.32M | 0.00% | +20,500 | New |
| SEI Investments Co | 22,053 | $1.42M | 0.00% | +22,053 | New |