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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Spire Wealth Management | 25 | $1.00K | 0.00% | +25 | New |
| Federated Hermes, Inc. | 40 | $2.00K | 0.00% | −788−95.2% | Reduced |
| C M Bidwell & Associates Ltd | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 50 | $2.00K | 0.00% | −1−2.0% | Reduced |
| Ahrens Investment Partners LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 132 | $5.00K | 0.00% | −11−7.7% | Reduced |
| FMR LLC | 164 | $6.00K | 0.00% | −58−26.1% | Reduced |
| IFP Advisors, Inc | 270 | $6.00K | 0.00% | −270−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 182 | $7.00K | 0.00% | −661−78.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 490 | $19.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 554 | $22.0K | 0.00% | −184−24.9% | Reduced |
| Brown Brothers Harriman & Co | 600 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $24.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 718 | $28.0K | 0.00% | +26+3.8% | Added |
| US Bancorp | 727 | $29.0K | 0.00% | +315+76.5% | Added |
| Great West Life Assurance Co | 745 | $30.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 826 | $33.0K | 0.01% | +826 | New |
| Metropolitan Life Insurance Co | 909 | $36.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 950 | $37.0K | 0.00% | +630+196.9% | Added |
| Dorsey Wright & Associates | 970 | $38.0K | 0.01% | −60−5.8% | Reduced |
| Huntington National Bank | 1,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,198 | $47.0K | 0.00% | −6,084−83.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,188 | $47.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,229 | $49.0K | 0.01% | +2+0.2% | Added |
| Oxler Private Wealth LLC | 1,309 | $51.9K | 0.02% | +1,309 | New |
| Robeco Institutional Asset Management B.V. | 1,435 | $57.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,655 | $66.0K | 0.00% | +432+35.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,059 | $82.0K | 0.00% | −1,251−37.8% | Reduced |
| Amalgamated Bank | 2,208 | $88.0K | 0.00% | +233+11.8% | Added |
| Earnest Partners LLC | 2,500 | $99.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,515 | $139.0K | 0.01% | +3,515 | New |
| BNP Paribas Arbitrage, SA | 3,853 | $152.8K | 0.00% | +993+34.7% | Added |
| Citigroup Inc | 3,852 | $153.0K | 0.00% | +215+5.9% | Added |
| AdvisorNet Financial, Inc | 3,902 | $155.0K | 0.02% | +10+0.3% | Added |
| Advisor Group Holdings, Inc. | 4,984 | $197.0K | 0.00% | −2,582−34.1% | Reduced |
| Simplex Trading, LLC | 5,223 | $207.0K | 0.01% | +5,223 | New |
| Allspring Global Investments Holdings, LLC | 5,262 | $208.0K | 0.00% | −36,462−87.4% | Reduced |
| Manufacturers Life Insurance Company, The | 5,573 | $221.0K | 0.00% | −816−12.8% | Reduced |
| Bailard, Inc. | 5,591 | $222.0K | 0.01% | +600+12.0% | Added |
| Voya Investment Management LLC | 5,714 | $227.0K | 0.00% | −712−11.1% | Reduced |
| Counterpoint Mutual Funds LLC | 6,228 | $247.0K | 0.17% | +6,228 | New |
| American International Group, Inc. | 6,301 | $250.0K | 0.00% | −1,332−17.5% | Reduced |
| D. E. Shaw & Co., Inc. | 6,429 | $255.0K | 0.00% | −1,171−15.4% | Reduced |
| Alliancebernstein L.P. | 6,600 | $262.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 6,708 | $266.0K | 0.00% | −703−9.5% | Reduced |
| Legal & General Group Plc | 6,880 | $273.0K | 0.00% | −383−5.3% | Reduced |
| MetLife Investment Management | 7,052 | $279.6K | 0.00% | −1,639−18.9% | Reduced |
| Ergoteles LLC | 7,400 | $293.0K | 0.01% | +7,400 | New |
| Tri-Star Advisors Inc. | 7,607 | $306.0K | 0.15% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,770 | $308.0K | 0.01% | +684+9.7% | Added |
| Dynamic Technology Lab Private Ltd | 8,150 | $323.0K | 0.04% | −11,970−59.5% | Reduced |
| Crossmark Global Holdings, Inc. | 8,323 | $330.0K | 0.01% | −1,300−13.5% | Reduced |
| Globeflex Capital L P | 8,335 | $330.0K | 0.08% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 8,931 | $354.0K | 0.00% | +8,931 | New |
| New York State Common Retirement Fund | 9,208 | $365.0K | 0.00% | −2,733−22.9% | Reduced |
| Prudential Financial Inc | 8,715 | $374.0K | 0.00% | −90−1.0% | Reduced |
| Advisory Services Network, LLC | 9,744 | $386.0K | 0.01% | +269+2.8% | Added |
| Quantbot Technologies LP | 10,248 | $406.0K | 0.04% | +10,248 | New |
| HSBC Holdings PLC | 10,526 | $414.0K | 0.00% | +3,884+58.5% | Added |
| Seizert Capital Partners, LLC | 10,569 | $419.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 10,800 | $428.0K | 0.00% | +600+5.9% | Added |
| Credit Suisse AG | 11,347 | $449.0K | 0.00% | −915−7.5% | Reduced |
| Principal Financial Group Inc | 11,769 | $467.0K | 0.00% | +732+6.6% | Added |
| AQR Capital Management LLC | 11,788 | $467.0K | 0.00% | +1,561+15.3% | Added |
| Deutsche Bank AG | 12,238 | $484.0K | 0.00% | −109,767−90.0% | Reduced |
| Russell Investments Group, Ltd. | 12,474 | $493.0K | 0.00% | −1,615−11.5% | Reduced |
| State Board of Administration of Florida Retirement System | 13,702 | $543.0K | 0.00% | −8,331−37.8% | Reduced |
| Bank of America Corp | 13,816 | $548.0K | 0.00% | +6,102+79.1% | Added |
| Jump Financial, LLC | 14,200 | $563.0K | 0.02% | +14,200 | New |
| Victory Capital Management Inc | 14,240 | $565.0K | 0.00% | −11,097−43.8% | Reduced |
| Values First Advisors, Inc. | 14,568 | $578.0K | 0.41% | −988−6.4% | Reduced |
| Gsa Capital Partners LLP | 14,670 | $582.0K | 0.09% | −7,683−34.4% | Reduced |
| Stifel Financial Corp | 14,960 | $593.0K | 0.00% | +739+5.2% | Added |
| Brown Advisory Inc | 15,000 | $595.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 15,055 | $597.0K | 0.55% | −2,322−13.4% | Reduced |
| Rhumbline Advisers | 15,756 | $625.0K | 0.00% | −4,312−21.5% | Reduced |
| Granite Point Capital Management, L.P. | 16,120 | $639.0K | 0.56% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 16,714 | $663.0K | 0.00% | +3,614+27.6% | Added |
| Jane Street Group, LLC | 18,063 | $716.0K | 0.00% | +18,063 | New |
| California State Teachers Retirement System | 18,524 | $734.0K | 0.00% | −1,472−7.4% | Reduced |
| Man Group plc | – | $840.0K | 0.00% | – | New |
| Martingale Asset Management L P | 21,318 | $846.0K | 0.02% | +90.0% | Added |
| PEAK6 Investments LLC | 24,625 | $893.1K | 0.02% | +24,625 | New |
| Los Angeles Capital Management LLC | 23,574 | $935.0K | 0.00% | −3,020−11.4% | Reduced |
| Barclays PLC | 23,609 | $936.0K | 0.00% | +5,743+32.1% | Added |
| Royal Bank of Canada | 24,334 | $964.0K | 0.00% | −1,032−4.1% | Reduced |
| UBS Asset Management Americas Inc | 25,843 | $1.02M | 0.00% | +1,928+8.1% | Added |
| HRT Financial LP | 26,815 | $1.06M | 0.01% | +18,718+231.2% | Added |
| Campbell & CO Investment Adviser LLC | 27,269 | $1.08M | 0.29% | +7,123+35.4% | Added |
| Tudor Investment Corp Et Al | 34,275 | $1.36M | 0.04% | −7,601−18.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,734 | $1.38M | 0.01% | −12,840−27.0% | Reduced |
| Swiss National Bank | 35,371 | $1.40M | 0.00% | −2,300−6.1% | Reduced |
| Cubist Systematic Strategies, LLC | 36,176 | $1.43M | 0.01% | +10,127+38.9% | Added |
| Invesco Ltd. | 36,215 | $1.44M | 0.00% | −35,513−49.5% | Reduced |
| Wells Fargo & Company | 37,344 | $1.48M | 0.00% | −45,215−54.8% | Reduced |
| Two Sigma Investments, LP | 37,521 | $1.49M | 0.01% | +3,831+11.4% | Added |