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 |
|---|---|---|---|---|---|
| Oliver Luxxe Assets LLC | 6,997 | $451.0K | 0.11% | +6,997 | New |
| DekaBank Deutsche Girozentrale | 6,818 | $450.0K | 0.00% | +769+12.7% | Added |
| Voya Investment Management LLC | 6,621 | $427.0K | 0.00% | −138−2.0% | Reduced |
| State of Wisconsin Investment Board | 6,500 | $419.0K | 0.00% | +6,500 | New |
| Crossmark Global Holdings, Inc. | 6,023 | $388.0K | 0.01% | +6,023 | New |
| BNP Paribas Arbitrage, SA | 5,938 | $382.6K | 0.00% | +1,546+35.2% | Added |
| Ergoteles LLC | 5,900 | $380.0K | 0.01% | +5,900 | New |
| MetLife Investment Management | 5,721 | $368.7K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,713 | $368.0K | 0.00% | +223+4.1% | Added |
| Citadel Advisors LLC | 5,578 | $360.0K | 0.00% | −5,031−47.4% | Reduced |
| Gsa Capital Partners LLP | 5,404 | $348.0K | 0.04% | −11,976−68.9% | Reduced |
| Bailard, Inc. | 5,391 | $347.0K | 0.01% | −1,509−21.9% | Reduced |
| SG Americas Securities, LLC | 5,209 | $336.0K | 0.00% | −6,658−56.1% | Reduced |
| Canada Pension Plan Investment Board | 5,000 | $322.0K | 0.00% | +5,000 | New |
| Arizona State Retirement System | 4,558 | $294.0K | 0.00% | −112−2.4% | 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 |
| Squarepoint Ops LLC | 4,281 | $276.0K | 0.00% | −5,631−56.8% | Reduced |
| Spears Abacus Advisors LLC | 4,028 | $260.0K | 0.02% | −3,278−44.9% | Reduced |
| AdvisorNet Financial, Inc | 4,024 | $259.0K | 0.02% | +4,024 | New |
| Metropolitan Life Insurance Co | 3,879 | $250.0K | 0.00% | −1,030−21.0% | Reduced |
| Janus Henderson Group PLC | 3,460 | $223.0K | 0.00% | +3,460 | New |
| ProShare Advisors LLC | 3,357 | $217.0K | 0.00% | +3,357 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,310 | $213.0K | 0.00% | +1,354+69.2% | Added |
| Bank of the West | 3,105 | $200.0K | 0.02% | +3,105 | New |
| Tower Research Capital LLC (TRC) | 3,008 | $194.0K | 0.00% | +2,414+406.4% | Added |
| State of Tennessee, Treasury Department | 2,800 | $180.0K | 0.00% | +2,800 | New |
| Acadian Asset Management LLC | 2,787 | $179.0K | 0.00% | −1,228−30.6% | Reduced |
| Earnest Partners LLC | 2,500 | $161.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,438 | $156.0K | 0.00% | +1,671+217.9% | Added |
| USA Financial Portformulas Corp | 2,197 | $142.0K | 0.12% | +2,197 | New |
| Robeco Institutional Asset Management B.V. | 1,435 | $92.0K | 0.00% | +1,435 | New |
| Federated Hermes, Inc. | 1,389 | $90.0K | 0.00% | −1,762−55.9% | Reduced |
| Point72 Hong Kong Ltd | 1,266 | $82.0K | 0.01% | +1,266 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,225 | $79.0K | 0.01% | +2+0.2% | Added |
| Ameritas Investment Partners, Inc. | 1,188 | $77.0K | 0.00% | −255−17.7% | Reduced |
| Dorsey Wright & Associates | 1,170 | $75.0K | 0.02% | +1,170 | New |
| Great West Life Assurance Co | 1,118 | $72.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $64.0K | 0.00% | +300+42.9% | Added |
| Copeland Capital Management, LLC | 896 | $58.0K | 0.00% | +16+1.8% | Added |
| Captrust Financial Advisors | 769 | $50.0K | 0.00% | −11−1.4% | Reduced |
| State of Wyoming | 671 | $43.0K | 0.02% | +671 | New |
| Brown Brothers Harriman & Co | 600 | $39.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $39.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 520 | $33.0K | 0.00% | +20+4.0% | Added |
| Charter Oak Capital Management, LLC | 490 | $32.0K | 0.00% | +490 | New |
| IFP Advisors, Inc | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 132 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 106 | $7.00K | 0.00% | +106 | New |
| Signaturefd, LLC | 70 | $5.00K | 0.00% | +23+48.9% | Added |
| C M Bidwell & Associates Ltd | 80 | $5.00K | 0.00% | +80 | New |
| CWM, LLC | 51 | $3.00K | 0.00% | +51 | 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 |
| Meeder Asset Management Inc | 6 | $0 | 0.00% | +6 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −106,600−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −25,624−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,390−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −16,532−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −12,726−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,476−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,421−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |