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 | $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, 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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | +2 | New |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 55 | $3.00K | 0.00% | −25−31.3% | Reduced |
| CWM, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 84 | $4.00K | 0.00% | +14+20.0% | Added |
| Ahrens Investment Partners LLC | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 143 | $8.00K | 0.00% | +11+8.3% | Added |
| Cullen/Frost Bankers, Inc. | 176 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 211 | $11.0K | 0.00% | +50+31.1% | Added |
| Aquatic Capital Management LLC | 200 | $11.0K | 0.02% | +200 | New |
| FMR LLC | 222 | $12.0K | 0.00% | −123,865−99.8% | Reduced |
| IFP Advisors, Inc | 540 | $12.0K | 0.00% | +270+100.0% | Added |
| Salem Investment Counselors Inc | 248 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 320 | $17.0K | 0.00% | −200−38.5% | Reduced |
| First Horizon Advisors, Inc. | 376 | $20.0K | 0.00% | +376 | New |
| Dark Forest Capital Management LP | 383 | $20.0K | 0.00% | +383 | New |
| US Bancorp | 412 | $22.0K | 0.00% | +412 | New |
| Charter Oak Capital Management, LLC | 490 | $26.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 692 | $37.0K | 0.00% | −204−22.8% | Reduced |
| Captrust Financial Advisors | 738 | $39.0K | 0.00% | −31−4.0% | Reduced |
| Great West Life Assurance Co | 745 | $42.0K | 0.00% | −373−33.4% | Reduced |
| Federated Hermes, Inc. | 828 | $44.0K | 0.00% | −561−40.4% | Reduced |
| Tower Research Capital LLC (TRC) | 843 | $45.0K | 0.00% | −2,165−72.0% | Reduced |
| Metropolitan Life Insurance Co | 909 | $48.5K | 0.00% | −2,970−76.6% | Reduced |
| Huntington National Bank | 1,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,030 | $55.0K | 0.01% | −140−12.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,188 | $63.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,223 | $65.0K | 0.01% | −43−3.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,227 | $65.0K | 0.01% | +2+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,435 | $77.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,975 | $105.0K | 0.00% | +1,975 | New |
| Amalgamated Financial Corp. | 1,975 | $105.0K | 0.00% | +1,975 | New |
| SG Americas Securities, LLC | 2,026 | $108.0K | 0.00% | −3,183−61.1% | Reduced |
| Earnest Partners LLC | 2,500 | $133.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,787 | $148.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,860 | $152.5K | 0.00% | −3,078−51.8% | Reduced |
| DekaBank Deutsche Girozentrale | 3,103 | $167.0K | 0.00% | −3,715−54.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,310 | $177.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,637 | $194.0K | 0.00% | −4,882−57.3% | Reduced |
| Spears Abacus Advisors LLC | 3,813 | $203.0K | 0.02% | −215−5.3% | Reduced |
| AdvisorNet Financial, Inc | 3,892 | $208.0K | 0.01% | −132−3.3% | Reduced |
| Arizona State Retirement System | 4,276 | $228.0K | 0.00% | −282−6.2% | Reduced |
| Heritage Investors Management Corp | 4,500 | $240.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,892 | $261.0K | 0.01% | +4,892 | New |
| Bailard, Inc. | 4,991 | $266.0K | 0.01% | −400−7.4% | Reduced |
| Oliver Luxxe Assets LLC | 5,979 | $319.0K | 0.08% | −1,018−14.5% | Reduced |
| Manufacturers Life Insurance Company, The | 6,389 | $340.7K | 0.00% | −1,710−21.1% | Reduced |
| Mechanics Bank Trust Department | 6,424 | $343.0K | 0.05% | −1,790−21.8% | Reduced |
| Voya Investment Management LLC | 6,426 | $343.0K | 0.00% | −195−2.9% | Reduced |
| Alliancebernstein L.P. | 6,600 | $352.0K | 0.00% | −1,300−16.5% | Reduced |
| SEI Investments Co | 6,852 | $356.0K | 0.00% | −15,201−68.9% | Reduced |
| HSBC Holdings PLC | 6,642 | $356.0K | 0.00% | +6,642 | New |
| Citadel Advisors LLC | 6,766 | $361.0K | 0.00% | +1,188+21.3% | Added |
| 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 |
| Trexquant Investment LP | 7,086 | $378.0K | 0.02% | +7,086 | New |
| 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 |
| Raymond James & Associates | 7,411 | $395.0K | 0.00% | −146−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 7,566 | $404.0K | 0.00% | +5,128+210.3% | Added |
| D. E. Shaw & Co., Inc. | 7,600 | $405.0K | 0.00% | −4,293−36.1% | Reduced |
| American International Group, Inc. | 7,633 | $407.0K | 0.00% | −538−6.6% | Reduced |
| Bank of America Corp | 7,714 | $411.0K | 0.00% | −6,120−44.2% | Reduced |
| Price T Rowe Associates Inc | 7,984 | $426.0K | 0.00% | −280−3.4% | Reduced |
| HRT Financial LP | 8,097 | $431.0K | 0.00% | +3,588+79.6% | Added |
| Globeflex Capital L P | 8,335 | $445.0K | 0.09% | 00.0% | Unchanged |
| MetLife Investment Management | 8,691 | $463.5K | 0.00% | +2,970+51.9% | Added |
| Prudential Financial Inc | 8,805 | $469.0K | 0.00% | −3,645−29.3% | Reduced |
| Advisory Services Network, LLC | 9,475 | $505.0K | 0.01% | +1,498+18.8% | Added |
| Crossmark Global Holdings, Inc. | 9,623 | $513.0K | 0.01% | +3,600+59.8% | Added |
| STRS Ohio | 10,200 | $543.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,227 | $545.0K | 0.00% | −6,266−38.0% | Reduced |
| Seizert Capital Partners, LLC | 10,569 | $564.0K | 0.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 10,600 | $565.0K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,037 | $589.0K | 0.00% | −5,594−33.6% | Reduced |
| Caxton Associates LP | 11,588 | $618.0K | 0.06% | −6,081−34.4% | Reduced |
| New York State Common Retirement Fund | 11,941 | $637.0K | 0.00% | +6+0.1% | Added |
| Credit Suisse AG | 12,262 | $653.0K | 0.00% | −313−2.5% | Reduced |
| State of Wisconsin Investment Board | 13,100 | $699.0K | 0.00% | +6,600+101.5% | Added |
| Russell Investments Group, Ltd. | 14,089 | $750.0K | 0.00% | −12,447−46.9% | Reduced |
| Stifel Financial Corp | 14,221 | $758.0K | 0.00% | +14,221 | New |
| Brown Advisory Inc | 15,000 | $800.0K | 0.00% | −7,552−33.5% | Reduced |
| Marshall Wace, LLP | 15,445 | $824.0K | 0.00% | −2,467−13.8% | Reduced |
| Values First Advisors, Inc. | 15,556 | $830.0K | 0.52% | +855+5.8% | Added |
| Granite Point Capital Management, L.P. | 16,120 | $860.0K | 0.44% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,056 | $910.0K | 0.00% | −20,501−54.6% | Reduced |
| Capital Impact Advisors, LLC | 17,377 | $927.0K | 0.67% | +8,684+99.9% | Added |
| Barclays PLC | 17,866 | $953.0K | 0.00% | −5,553−23.7% | Reduced |
| California State Teachers Retirement System | 19,996 | $1.07M | 0.00% | −2,662−11.7% | Reduced |
| Rhumbline Advisers | 20,068 | $1.07M | 0.00% | −3,241−13.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,120 | $1.07M | 0.13% | +20,120 | New |
| Campbell & CO Investment Adviser LLC | 20,146 | $1.07M | 0.29% | +3,666+22.2% | Added |
| Victory Capital Management Inc | 25,337 | $1.09M | 0.00% | +5,643+28.7% | Added |
| Martingale Asset Management L P | 21,309 | $1.14M | 0.02% | −5,700−21.1% | Reduced |
| State Board of Administration of Florida Retirement System | 22,033 | $1.18M | 0.00% | −1,800−7.6% | Reduced |
| 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 |