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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 6,642 | $356.0K | 0.00% | +6,642 | New |
| Alliancebernstein L.P. | 6,600 | $352.0K | 0.00% | −1,300−16.5% | 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 |
| Manufacturers Life Insurance Company, The | 6,389 | $340.7K | 0.00% | −1,710−21.1% | Reduced |
| Oliver Luxxe Assets LLC | 5,979 | $319.0K | 0.08% | −1,018−14.5% | Reduced |
| Bailard, Inc. | 4,991 | $266.0K | 0.01% | −400−7.4% | Reduced |
| Engineers Gate Manager LP | 4,892 | $261.0K | 0.01% | +4,892 | New |
| Heritage Investors Management Corp | 4,500 | $240.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 4,276 | $228.0K | 0.00% | −282−6.2% | Reduced |
| AdvisorNet Financial, Inc | 3,892 | $208.0K | 0.01% | −132−3.3% | Reduced |
| Spears Abacus Advisors LLC | 3,813 | $203.0K | 0.02% | −215−5.3% | Reduced |
| Citigroup Inc | 3,637 | $194.0K | 0.00% | −4,882−57.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,310 | $177.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,103 | $167.0K | 0.00% | −3,715−54.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,860 | $152.5K | 0.00% | −3,078−51.8% | Reduced |
| Acadian Asset Management LLC | 2,787 | $148.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 2,500 | $133.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,026 | $108.0K | 0.00% | −3,183−61.1% | Reduced |
| Amalgamated Bank | 1,975 | $105.0K | 0.00% | +1,975 | New |
| Amalgamated Financial Corp. | 1,975 | $105.0K | 0.00% | +1,975 | New |
| Robeco Institutional Asset Management B.V. | 1,435 | $77.0K | 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 |
| Ameritas Investment Partners, Inc. | 1,188 | $63.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,030 | $55.0K | 0.01% | −140−12.0% | Reduced |
| Huntington National Bank | 1,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 909 | $48.5K | 0.00% | −2,970−76.6% | Reduced |
| Tower Research Capital LLC (TRC) | 843 | $45.0K | 0.00% | −2,165−72.0% | Reduced |
| Federated Hermes, Inc. | 828 | $44.0K | 0.00% | −561−40.4% | Reduced |
| Great West Life Assurance Co | 745 | $42.0K | 0.00% | −373−33.4% | Reduced |
| Captrust Financial Advisors | 738 | $39.0K | 0.00% | −31−4.0% | Reduced |
| Copeland Capital Management, LLC | 692 | $37.0K | 0.00% | −204−22.8% | Reduced |
| Brown Brothers Harriman & Co | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 490 | $26.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 412 | $22.0K | 0.00% | +412 | New |
| First Horizon Advisors, Inc. | 376 | $20.0K | 0.00% | +376 | New |
| Dark Forest Capital Management LP | 383 | $20.0K | 0.00% | +383 | New |
| Rockefeller Capital Management L.P. | 320 | $17.0K | 0.00% | −200−38.5% | Reduced |
| Salem Investment Counselors Inc | 248 | $13.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 222 | $12.0K | 0.00% | −123,865−99.8% | Reduced |
| IFP Advisors, Inc | 540 | $12.0K | 0.00% | +270+100.0% | Added |
| Trustcore Financial Services, LLC | 211 | $11.0K | 0.00% | +50+31.1% | Added |
| Aquatic Capital Management LLC | 200 | $11.0K | 0.02% | +200 | New |
| Cullen/Frost Bankers, Inc. | 176 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 143 | $8.00K | 0.00% | +11+8.3% | Added |
| Ahrens Investment Partners LLC | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 84 | $4.00K | 0.00% | +14+20.0% | Added |
| C M Bidwell & Associates Ltd | 55 | $3.00K | 0.00% | −25−31.3% | Reduced |
| CWM, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | +2 | New |
| EAM Investors, LLC | 0 | $0 | 0.00% | −68,459−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −52,966−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −29,779−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −29,500−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −19,746−100.0% | Sold out |
| Robotti Robert | 0 | $0 | 0.00% | −17,106−100.0% | Sold out |
| IndexIQ Advisors LLC | 0 | $0 | 0.00% | −12,001−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −9,298−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −7,010−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,713−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,460−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Bank of the West | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |