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, Q1 2022
Institutional positions in Carriage Services Inc as of Mar 31, 2022. 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
- 154
- −4 vs. Q4 2021
- Shares held
- 11.6M
- −427.2K (−3.5%) vs. Q4 2021
- Total value
- $620.0M
- −$156.8M (−20.2%) vs. Q4 2021
- New holders
- 16
- 41 more added
- Sold out
- 20
- 70 more reduced
Compare with Q4 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 | $508.5M |
| Q3 2025 | 173 | $549.1M |
| Q2 2025 | 161 | $545.1M |
| Q1 2025 | 157 | $448.1M |
| Q4 2024 | 153 | $436.0M |
| Q3 2024 | 144 | $347.4M |
| Q2 2024 | 133 | $271.9M |
| Q1 2024 | 129 | $282.9M |
| Q4 2023 | 114 | $259.5M |
| 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 | $780.7M |
| Q3 2021 | 133 | $556.7M |
| Q2 2021 | 135 | $498.7M |
| Q1 2021 | 133 | $478.1M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 1,212,271 | $64.7M | 0.02% | −34,056−2.7% | Reduced |
| Ameriprise Financial Inc | 1,157,233 | $61.7M | 0.02% | +104,693+9.9% | Added |
| BlackRock Inc. | 1,099,618 | $58.6M | 0.00% | −43,780−3.8% | Reduced |
| Vanguard Group Inc | 946,962 | $50.5M | 0.00% | +60,532+6.8% | Added |
| Global Alpha Capital Management Ltd. | 946,908 | $50.5M | 4.34% | +53,240+6.0% | Added |
| Renaissance Technologies LLC | 830,500 | $44.3M | 0.05% | −50,000−5.7% | Reduced |
| State Street Corp | 402,031 | $21.4M | 0.00% | −3,098−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 307,880 | $16.4M | 0.02% | −39,469−11.4% | Reduced |
| Fenimore Asset Management Inc | 280,604 | $15.0M | 0.37% | −580−0.2% | Reduced |
| Geode Capital Management, LLC | 278,608 | $14.9M | 0.00% | +12,572+4.7% | Added |
| Millennium Management LLC | 190,424 | $10.2M | 0.01% | +51,494+37.1% | Added |
| RBF Capital, LLC | 180,557 | $9.63M | 0.62% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 176,198 | $9.40M | 0.22% | −110,322−38.5% | Reduced |
| Mill Road Capital Management LLC | 162,876 | $8.69M | 3.27% | −154,561−48.7% | Reduced |
| Nuveen Asset Management, LLC | 148,157 | $8.19M | 0.00% | −68,331−31.6% | Reduced |
| Heartland Advisors Inc | 149,900 | $7.99M | 0.50% | −100−0.1% | Reduced |
| Northern Trust Corp | 142,472 | $7.60M | 0.00% | −5,626−3.8% | Reduced |
| UBS Group AG | 141,641 | $7.55M | 0.00% | +8,514+6.4% | Added |
| Boston Partners | 138,700 | $7.40M | 0.01% | −608−0.4% | Reduced |
| Deutsche Bank AG | 122,005 | $6.51M | 0.00% | +106,238+673.8% | Added |
| Nicholas Company, Inc. | 115,820 | $6.18M | 0.11% | −13,330−10.3% | Reduced |
| Bard Associates Inc | 114,652 | $6.11M | 2.16% | −1,600−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 110,122 | $5.87M | 0.00% | +2,006+1.9% | Added |
| Morgan Stanley | 101,903 | $5.43M | 0.00% | +69,874+218.2% | Added |
| Regions Financial Corp | 100,252 | $5.35M | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 99,524 | $5.31M | 0.00% | −17,059−14.6% | Reduced |
| LSV Asset Management | 97,380 | $5.19M | 0.01% | −60,020−38.1% | Reduced |
| Two Sigma Advisers, LP | 85,600 | $4.57M | 0.01% | +10,200+13.5% | Added |
| Wells Fargo & Company | 82,559 | $4.40M | 0.00% | +6,609+8.7% | Added |
| Friess Associates LLC | 77,556 | $4.14M | 2.21% | +34,811+81.4% | Added |
| Invesco Ltd. | 71,728 | $3.83M | 0.00% | −24,517−25.5% | Reduced |
| JB Capital Partners LP | 71,007 | $3.78M | 0.85% | 00.0% | Unchanged |
| Mendel Money Management | 57,112 | $3.05M | 1.49% | −11,509−16.8% | Reduced |
| Parametric Portfolio Associates LLC | 50,794 | $2.71M | 0.00% | −9,411−15.6% | Reduced |
| SG Capital Management LLC | 48,144 | $2.57M | 1.26% | +48,144 | New |
| Jacobs Levy Equity Management, Inc | 47,574 | $2.54M | 0.02% | −21,761−31.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 42,388 | $2.26M | 0.02% | −4,300−9.2% | Reduced |
| Tudor Investment Corp Et Al | 41,876 | $2.23M | 0.06% | +15,520+58.9% | Added |
| Allspring Global Investments Holdings, LLC | 41,724 | $2.23M | 0.00% | +21,224+103.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 40,590 | $2.17M | 0.04% | +17,290+74.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 40,000 | $2.13M | 0.01% | +40,000 | New |
| Financial Enhancement Group LLC | 39,689 | $2.12M | 0.39% | −29,072−42.3% | Reduced |
| Swiss National Bank | 37,671 | $2.01M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 36,204 | $1.93M | 0.00% | −18,056−33.3% | Reduced |
| Two Sigma Investments, LP | 33,690 | $1.80M | 0.01% | +19,423+136.1% | Added |
| Allianz Asset Management GmbH | 29,752 | $1.59M | 0.00% | +242+0.8% | Added |
| Squarepoint Ops LLC | 28,066 | $1.50M | 0.01% | +23,785+555.6% | Added |
| Los Angeles Capital Management LLC | 26,594 | $1.42M | 0.01% | −18,390−40.9% | Reduced |
| Cubist Systematic Strategies, LLC | 26,049 | $1.39M | 0.01% | +11,238+75.9% | Added |
| Susquehanna Fundamental Investments, LLC | 25,894 | $1.38M | 0.03% | +9,110+54.3% | Added |
| Royal Bank of Canada | 25,366 | $1.35M | 0.00% | +9,081+55.8% | Added |
| ExodusPoint Capital Management, LP | 24,490 | $1.31M | 0.02% | +1,326+5.7% | Added |
| UBS Asset Management Americas Inc | 23,915 | $1.28M | 0.00% | +321+1.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,700 | $1.21M | 0.01% | +22,700 | New |
| Goldman Sachs Group Inc | 22,358 | $1.19M | 0.00% | −20,642−48.0% | Reduced |
| Gsa Capital Partners LLP | 22,353 | $1.19M | 0.16% | +16,949+313.6% | Added |
| State Board of Administration of Florida Retirement System | 22,033 | $1.18M | 0.00% | −1,800−7.6% | Reduced |
| Martingale Asset Management L P | 21,309 | $1.14M | 0.02% | −5,700−21.1% | Reduced |
| Victory Capital Management Inc | 25,337 | $1.09M | 0.00% | +5,643+28.7% | Added |
| Campbell & CO Investment Adviser LLC | 20,146 | $1.07M | 0.29% | +3,666+22.2% | Added |
| Dynamic Technology Lab Private Ltd | 20,120 | $1.07M | 0.13% | +20,120 | New |
| Rhumbline Advisers | 20,068 | $1.07M | 0.00% | −3,241−13.9% | Reduced |
| California State Teachers Retirement System | 19,996 | $1.07M | 0.00% | −2,662−11.7% | Reduced |
| Barclays PLC | 17,866 | $953.0K | 0.00% | −5,553−23.7% | Reduced |
| Capital Impact Advisors, LLC | 17,377 | $927.0K | 0.67% | +8,684+99.9% | Added |
| Susquehanna International Group, LLP | 17,056 | $910.0K | 0.00% | −20,501−54.6% | Reduced |
| Granite Point Capital Management, L.P. | 16,120 | $860.0K | 0.44% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 15,556 | $830.0K | 0.52% | +855+5.8% | Added |
| Marshall Wace, LLP | 15,445 | $824.0K | 0.00% | −2,467−13.8% | Reduced |
| Brown Advisory Inc | 15,000 | $800.0K | 0.00% | −7,552−33.5% | Reduced |
| Stifel Financial Corp | 14,221 | $758.0K | 0.00% | +14,221 | New |
| Russell Investments Group, Ltd. | 14,089 | $750.0K | 0.00% | −12,447−46.9% | Reduced |
| State of Wisconsin Investment Board | 13,100 | $699.0K | 0.00% | +6,600+101.5% | Added |
| Credit Suisse AG | 12,262 | $653.0K | 0.00% | −313−2.5% | Reduced |
| New York State Common Retirement Fund | 11,941 | $637.0K | 0.00% | +6+0.1% | Added |
| Caxton Associates LP | 11,588 | $618.0K | 0.06% | −6,081−34.4% | Reduced |
| Principal Financial Group Inc | 11,037 | $589.0K | 0.00% | −5,594−33.6% | Reduced |
| Virginia Retirement Systems Et Al | 10,600 | $565.0K | 0.01% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 10,569 | $564.0K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,227 | $545.0K | 0.00% | −6,266−38.0% | Reduced |
| STRS Ohio | 10,200 | $543.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,623 | $513.0K | 0.01% | +3,600+59.8% | Added |
| Advisory Services Network, LLC | 9,475 | $505.0K | 0.01% | +1,498+18.8% | Added |
| Prudential Financial Inc | 8,805 | $469.0K | 0.00% | −3,645−29.3% | Reduced |
| MetLife Investment Management | 8,691 | $463.5K | 0.00% | +2,970+51.9% | Added |
| Globeflex Capital L P | 8,335 | $445.0K | 0.09% | 00.0% | Unchanged |
| HRT Financial LP | 8,097 | $431.0K | 0.00% | +3,588+79.6% | Added |
| Price T Rowe Associates Inc | 7,984 | $426.0K | 0.00% | −280−3.4% | Reduced |
| Bank of America Corp | 7,714 | $411.0K | 0.00% | −6,120−44.2% | Reduced |
| American International Group, Inc. | 7,633 | $407.0K | 0.00% | −538−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 7,600 | $405.0K | 0.00% | −4,293−36.1% | Reduced |
| Advisor Group Holdings, Inc. | 7,566 | $404.0K | 0.00% | +5,128+210.3% | Added |
| Raymond James & Associates | 7,411 | $395.0K | 0.00% | −146−1.9% | Reduced |
| Lazard Asset Management LLC | 7,282 | $387.0K | 0.00% | −5,111−41.2% | Reduced |
| Legal & General Group Plc | 7,263 | $387.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,086 | $378.0K | 0.02% | +7,086 | New |
| Fosun International Ltd | 7,000 | $370.0K | 0.03% | 00.0% | Unchanged |
| Tri-Star Advisors Inc. | 7,607 | $370.0K | 0.17% | +7,607 | New |
| Citadel Advisors LLC | 6,766 | $361.0K | 0.00% | +1,188+21.3% | Added |
| SEI Investments Co | 6,852 | $356.0K | 0.00% | −15,201−68.9% | Reduced |