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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, Q2 2022

Institutional positions in Carriage Services Inc as of Jun 30, 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
140
−10 vs. Q1 2022
Shares held
11.3M
−200.5K (−1.7%) vs. Q1 2022
Total value
$452.6M
−$162.6M (−26.4%) vs. Q1 2022
New holders
14
46 more added
Sold out
24
56 more reduced

4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 140 institutions
Q1 2021: 133 institutionsQ2 2021: 135 institutionsQ3 2021: 133 institutionsQ4 2021: 158 institutionsQ1 2022: 154 institutionsQ2 2022: 140 institutionsQ3 2022: 123 institutionsQ4 2022: 122 institutionsQ1 2023: 123 institutionsQ2 2023: 116 institutionsQ3 2023: 119 institutionsQ4 2023: 114 institutionsQ1 2024: 129 institutionsQ2 2024: 133 institutionsQ3 2024: 144 institutionsQ4 2024: 153 institutionsQ1 2025: 157 institutionsQ2 2025: 161 institutionsQ3 2025: 173 institutionsQ4 2025: 155 institutionsQ1 2026: 167 institutionsQ2 2026: 157 institutions
Value heldQ2 2022: $452.6M
Q1 2021: $478.1MQ2 2021: $498.7MQ3 2021: $556.7MQ4 2021: $780.7MQ1 2022: $620.0MQ2 2022: $452.6MQ3 2022: $343.6MQ4 2022: $278.0MQ1 2023: $321.7MQ2 2023: $331.8MQ3 2023: $289.8MQ4 2023: $259.5MQ1 2024: $282.9MQ2 2024: $271.9MQ3 2024: $347.4MQ4 2024: $436.0MQ1 2025: $448.1MQ2 2025: $545.1MQ3 2025: $549.1MQ4 2025: $508.5MQ1 2026: $572.3MQ2 2026: $517.9M
Institutions holding CSV and their total value by quarter
QuarterHoldersValue
Q2 2026157$517.9M
Q1 2026167$572.3M
Q4 2025155$508.5M
Q3 2025173$549.1M
Q2 2025161$545.1M
Q1 2025157$448.1M
Q4 2024153$436.0M
Q3 2024144$347.4M
Q2 2024133$271.9M
Q1 2024129$282.9M
Q4 2023114$259.5M
Q3 2023119$289.8M
Q2 2023116$331.8M
Q1 2023123$321.7M
Q4 2022122$278.0M
Q3 2022123$343.6M
Q2 2022140$452.6M
Q1 2022154$620.0M
Q4 2021158$780.7M
Q3 2021133$556.7M
Q2 2021135$498.7M
Q1 2021133$478.1M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q1 2022.

Institutions holding CSV in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ameriprise Financial Inc1,225,375$48.5M0.02%+68,142+5.9%Added
Dimensional Fund Advisors LP1,077,026$42.7M0.02%−135,245−11.2%Reduced
BlackRock Inc.952,961$37.8M0.00%−146,657−13.3%Reduced
Vanguard Group Inc886,433$35.1M0.00%−60,529−6.4%Reduced
Global Alpha Capital Management Ltd.861,408$34.2M3.69%−85,500−9.0%Reduced
Renaissance Technologies LLC826,900$32.8M0.04%−3,600−0.4%Reduced
State Street Corp384,097$15.2M0.00%−17,934−4.5%Reduced
Millennium Management LLC307,860$12.2M0.02%+117,436+61.7%Added
Fenimore Asset Management Inc300,264$11.9M0.34%+19,660+7.0%Added
Geode Capital Management, LLC266,956$10.6M0.00%−11,652−4.2%Reduced
RBF Capital, LLC180,557$9.63M0.67%00.0%Unchanged
Price T Rowe Associates Inc236,839$9.39M0.00%+228,855+2,866.4%Added
Kennedy Capital Management, Inc.196,050$7.77M0.22%+19,852+11.3%Added
Arrowstreet Capital, Limited Partnership185,827$7.37M0.01%−122,053−39.6%Reduced
Heartland Advisors Inc174,700$6.93M0.48%+24,800+16.5%Added
Assenagon Asset Management S.A.170,944$6.78M0.03%+170,944New
Mill Road Capital Management LLC155,862$6.18M2.97%−7,014−4.3%Reduced
UBS Group AG147,673$5.86M0.00%+6,032+4.3%Added
Boston Partners140,527$5.57M0.01%+1,827+1.3%Added
Nicholas Company, Inc.133,270$5.28M0.12%+17,450+15.1%Added
LSV Asset Management130,180$5.16M0.01%+32,800+33.7%Added
Nuveen Asset Management, LLC127,435$5.05M0.00%−20,722−14.0%Reduced
Northern Trust Corp126,100$5.00M0.00%−16,372−11.5%Reduced
Bard Associates Inc116,782$4.63M1.98%+2,130+1.9%Added
Morgan Stanley100,765$4.00M0.00%−1,138−1.1%Reduced
Regions Financial Corp100,252$3.98M0.04%00.0%Unchanged
Two Sigma Advisers, LP97,400$3.86M0.01%+11,800+13.8%Added
Charles Schwab Investment Management Inc96,681$3.83M0.00%−13,441−12.2%Reduced
Bank of New York Mellon Corp86,800$3.44M0.00%−12,724−12.8%Reduced
Goldman Sachs Group Inc77,002$3.05M0.00%+54,644+244.4%Added
JB Capital Partners LP71,007$2.81M0.77%00.0%Unchanged
Citadel Advisors LLC69,719$2.76M0.00%+62,953+930.4%Added
Mendel Money Management57,979$2.30M1.37%+867+1.5%Added
Friess Associates LLC49,556$1.97M3.28%−28,000−36.1%Reduced
ExodusPoint Capital Management, LP43,879$1.74M0.02%+19,389+79.2%Added
Allianz Asset Management GmbH43,296$1.72M0.00%+13,544+45.5%Added
Federation des caisses Desjardins du Quebec42,388$1.68M0.02%00.0%Unchanged
Squarepoint Ops LLC40,221$1.59M0.01%+12,155+43.3%Added
Financial Enhancement Group LLC39,986$1.58M0.34%+297+0.7%Added
JPMorgan Chase & Co38,752$1.54M0.00%+2,548+7.0%Added
Two Sigma Investments, LP37,521$1.49M0.01%+3,831+11.4%Added
Wells Fargo & Company37,344$1.48M0.00%−45,215−54.8%Reduced
Invesco Ltd.36,215$1.44M0.00%−35,513−49.5%Reduced
Cubist Systematic Strategies, LLC36,176$1.43M0.01%+10,127+38.9%Added
Swiss National Bank35,371$1.40M0.00%−2,300−6.1%Reduced
Jacobs Levy Equity Management, Inc34,734$1.38M0.01%−12,840−27.0%Reduced
Tudor Investment Corp Et Al34,275$1.36M0.04%−7,601−18.2%Reduced
Campbell & CO Investment Adviser LLC27,269$1.08M0.29%+7,123+35.4%Added
HRT Financial LP26,815$1.06M0.01%+18,718+231.2%Added
UBS Asset Management Americas Inc25,843$1.02M0.00%+1,928+8.1%Added
Royal Bank of Canada24,334$964.0K0.00%−1,032−4.1%Reduced
Barclays PLC23,609$936.0K0.00%+5,743+32.1%Added
Los Angeles Capital Management LLC23,574$935.0K0.00%−3,020−11.4%Reduced
PEAK6 Investments LLC24,625$893.1K0.02%+24,625New
Martingale Asset Management L P21,318$846.0K0.02%+90.0%Added
Man Group plc–$840.0K0.00%–New
California State Teachers Retirement System18,524$734.0K0.00%−1,472−7.4%Reduced
Jane Street Group, LLC18,063$716.0K0.00%+18,063New
State of Wisconsin Investment Board16,714$663.0K0.00%+3,614+27.6%Added
Granite Point Capital Management, L.P.16,120$639.0K0.56%00.0%Unchanged
Rhumbline Advisers15,756$625.0K0.00%−4,312−21.5%Reduced
Capital Impact Advisors, LLC15,055$597.0K0.55%−2,322−13.4%Reduced
Brown Advisory Inc15,000$595.0K0.00%00.0%Unchanged
Stifel Financial Corp14,960$593.0K0.00%+739+5.2%Added
Gsa Capital Partners LLP14,670$582.0K0.09%−7,683−34.4%Reduced
Values First Advisors, Inc.14,568$578.0K0.41%−988−6.4%Reduced
Victory Capital Management Inc14,240$565.0K0.00%−11,097−43.8%Reduced
Jump Financial, LLC14,200$563.0K0.02%+14,200New
Bank of America Corp13,816$548.0K0.00%+6,102+79.1%Added
State Board of Administration of Florida Retirement System13,702$543.0K0.00%−8,331−37.8%Reduced
Russell Investments Group, Ltd.12,474$493.0K0.00%−1,615−11.5%Reduced
Deutsche Bank AG12,238$484.0K0.00%−109,767−90.0%Reduced
Principal Financial Group Inc11,769$467.0K0.00%+732+6.6%Added
AQR Capital Management LLC11,788$467.0K0.00%+1,561+15.3%Added
Credit Suisse AG11,347$449.0K0.00%−915−7.5%Reduced
STRS Ohio10,800$428.0K0.00%+600+5.9%Added
Seizert Capital Partners, LLC10,569$419.0K0.02%00.0%Unchanged
HSBC Holdings PLC10,526$414.0K0.00%+3,884+58.5%Added
Quantbot Technologies LP10,248$406.0K0.04%+10,248New
Advisory Services Network, LLC9,744$386.0K0.01%+269+2.8%Added
Prudential Financial Inc8,715$374.0K0.00%−90−1.0%Reduced
New York State Common Retirement Fund9,208$365.0K0.00%−2,733−22.9%Reduced
Qube Research & Technologies Ltd8,931$354.0K0.00%+8,931New
Crossmark Global Holdings, Inc.8,323$330.0K0.01%−1,300−13.5%Reduced
Globeflex Capital L P8,335$330.0K0.08%00.0%Unchanged
Dynamic Technology Lab Private Ltd8,150$323.0K0.04%−11,970−59.5%Reduced
Trexquant Investment LP7,770$308.0K0.01%+684+9.7%Added
Tri-Star Advisors Inc.7,607$306.0K0.15%00.0%Unchanged
Ergoteles LLC7,400$293.0K0.01%+7,400New
MetLife Investment Management7,052$279.6K0.00%−1,639−18.9%Reduced
Legal & General Group Plc6,880$273.0K0.00%−383−5.3%Reduced
Raymond James & Associates6,708$266.0K0.00%−703−9.5%Reduced
Alliancebernstein L.P.6,600$262.0K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.6,429$255.0K0.00%−1,171−15.4%Reduced
American International Group, Inc.6,301$250.0K0.00%−1,332−17.5%Reduced
Counterpoint Mutual Funds LLC6,228$247.0K0.17%+6,228New
Voya Investment Management LLC5,714$227.0K0.00%−712−11.1%Reduced
Bailard, Inc.5,591$222.0K0.01%+600+12.0%Added
Manufacturers Life Insurance Company, The5,573$221.0K0.00%−816−12.8%Reduced
Allspring Global Investments Holdings, LLC5,262$208.0K0.00%−36,462−87.4%Reduced