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, Q3 2022
Institutional positions in Carriage Services Inc as of Sep 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
- 123
- −15 vs. Q2 2022
- Shares held
- 10.7M
- −601.6K (−5.3%) vs. Q2 2022
- Total value
- $343.6M
- −$107.1M (−23.8%) vs. Q2 2022
- New holders
- 12
- 39 more added
- Sold out
- 27
- 48 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Enhancement Group LLC | 13 | $0 | 0.00% | −39,973−100.0% | Reduced |
| The PNC Financial Services Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $0 | 0.00% | +9 | New |
| Parallel Advisors, LLC | 41 | $1.00K | 0.00% | −91−68.9% | Reduced |
| Spire Wealth Management | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 65 | $2.00K | 0.00% | +65 | New |
| FMR LLC | 148 | $5.00K | 0.00% | −16−9.8% | Reduced |
| IFP Advisors, Inc | 270 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 435 | $14.0K | 0.00% | +435 | New |
| Brown Brothers Harriman & Co | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 728 | $23.0K | 0.00% | +10+1.4% | Added |
| Great West Life Assurance Co | 745 | $24.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 759 | $24.0K | 0.00% | +32+4.4% | Added |
| Metropolitan Life Insurance Co | 909 | $29.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 950 | $30.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,127 | $36.0K | 0.00% | −3,857−77.4% | Reduced |
| Point72 Hong Kong Ltd | 1,161 | $37.0K | 0.00% | −494−29.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,188 | $38.0K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 1,312 | $42.2K | 0.02% | +3+0.2% | Added |
| Tower Research Capital LLC (TRC) | 1,407 | $45.0K | 0.00% | +1,225+673.1% | Added |
| Wells Fargo & Company | 1,525 | $49.0K | 0.00% | −35,819−95.9% | Reduced |
| State of Wyoming | 1,992 | $64.0K | 0.03% | +1,992 | New |
| AdvisorNet Financial, Inc | 2,053 | $66.0K | 0.01% | −1,849−47.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,059 | $66.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,222 | $71.0K | 0.00% | +14+0.6% | Added |
| Earnest Partners LLC | 2,500 | $80.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,620 | $84.0K | 0.01% | −7,628−74.4% | Reduced |
| Citigroup Inc | 3,523 | $113.0K | 0.00% | −329−8.5% | Reduced |
| Simplex Trading, LLC | 4,845 | $155.0K | 0.01% | −378−7.2% | Reduced |
| DuPont Capital Management Corp | 5,360 | $172.0K | 0.01% | +1,845+52.5% | Added |
| STRS Ohio | 5,600 | $180.0K | 0.00% | −5,200−48.1% | Reduced |
| BNP Paribas Arbitrage, SA | 6,252 | $201.1K | 0.00% | +2,399+62.3% | Added |
| American International Group, Inc. | 6,308 | $203.0K | 0.00% | +7+0.1% | Added |
| Alliancebernstein L.P. | 6,600 | $212.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 6,700 | $215.0K | 0.01% | −700−9.5% | Reduced |
| Legal & General Group Plc | 7,026 | $226.0K | 0.00% | +146+2.1% | Added |
| MetLife Investment Management | 7,052 | $226.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,255 | $233.0K | 0.00% | +1,993+37.9% | Added |
| Tri-Star Advisors Inc. | 7,607 | $245.0K | 0.12% | 00.0% | Unchanged |
| Granite Point Capital Management, L.P. | 8,120 | $261.0K | 0.27% | −8,000−49.6% | Reduced |
| Virtus Investment Advisers, Inc. | 8,967 | $288.0K | 0.13% | +8,967 | New |
| New York State Common Retirement Fund | 9,215 | $296.0K | 0.00% | +7+0.1% | Added |
| Deutsche Bank AG | 9,733 | $313.0K | 0.00% | −2,505−20.5% | Reduced |
| Advisory Services Network, LLC | 9,869 | $317.0K | 0.01% | +125+1.3% | Added |
| HSBC Holdings PLC | 10,015 | $330.0K | 0.00% | −511−4.9% | Reduced |
| Capital Impact Advisors, LLC | 14,052 | $348.0K | 0.35% | −1,003−6.7% | Reduced |
| Prudential Financial Inc | 8,710 | $350.0K | 0.00% | −5−0.1% | Reduced |
| Credit Suisse AG | 11,346 | $375.0K | 0.00% | −10.0% | Reduced |
| Jump Financial, LLC | 12,600 | $405.0K | 0.02% | −1,600−11.3% | Reduced |
| Martingale Asset Management L P | 12,609 | $406.0K | 0.01% | −8,709−40.9% | Reduced |
| Jane Street Group, LLC | 13,297 | $427.0K | 0.00% | −4,766−26.4% | Reduced |
| Brown Advisory Inc | 15,000 | $482.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 15,039 | $483.0K | 0.00% | +1,223+8.9% | Added |
| Values First Advisors, Inc. | 15,093 | $485.0K | 0.35% | +525+3.6% | Added |
| Cubist Systematic Strategies, LLC | 15,261 | $491.0K | 0.00% | −20,915−57.8% | Reduced |
| Stifel Financial Corp | 15,543 | $500.0K | 0.00% | +583+3.9% | Added |
| D. E. Shaw & Co., Inc. | 15,593 | $501.0K | 0.00% | +9,164+142.5% | Added |
| Allianz Asset Management GmbH | 15,605 | $502.0K | 0.00% | −27,691−64.0% | Reduced |
| State of Wisconsin Investment Board | 15,598 | $502.0K | 0.00% | −1,116−6.7% | Reduced |
| Two Sigma Investments, LP | 16,028 | $515.0K | 0.00% | −21,493−57.3% | Reduced |
| California State Teachers Retirement System | 16,775 | $539.0K | 0.00% | −1,749−9.4% | Reduced |
| Rhumbline Advisers | 16,850 | $542.0K | 0.00% | +1,094+6.9% | Added |
| Teacher Retirement System of Texas | 16,941 | $545.0K | 0.00% | +16,941 | New |
| Seizert Capital Partners, LLC | 17,665 | $568.0K | 0.03% | +7,096+67.1% | Added |
| Campbell & CO Investment Adviser LLC | 19,746 | $635.0K | 0.14% | −7,523−27.6% | Reduced |
| Qube Research & Technologies Ltd | 20,488 | $659.0K | 0.00% | +11,557+129.4% | Added |
| Virginia Retirement Systems Et Al | 20,600 | $662.5K | 0.01% | +20,600 | New |
| Millennium Management LLC | 21,628 | $696.0K | 0.00% | −286,232−93.0% | Reduced |
| Citadel Advisors LLC | 23,220 | $747.0K | 0.00% | −46,499−66.7% | Reduced |
| Barclays PLC | 24,382 | $783.0K | 0.00% | +773+3.3% | Added |
| HRT Financial LP | 24,784 | $797.0K | 0.01% | −2,031−7.6% | Reduced |
| UBS Asset Management Americas Inc | 25,843 | $831.1K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 26,533 | $853.0K | 0.62% | +26,533 | New |
| Tudor Investment Corp Et Al | 29,355 | $944.0K | 0.02% | −4,920−14.4% | Reduced |
| AQR Capital Management LLC | 30,007 | $965.0K | 0.00% | +18,219+154.6% | Added |
| Invesco Ltd. | 30,320 | $975.0K | 0.00% | −5,895−16.3% | Reduced |
| Swiss National Bank | 31,771 | $1.02M | 0.00% | −3,600−10.2% | Reduced |
| Susquehanna International Group, LLP | 32,403 | $1.04M | 0.00% | +32,403 | New |
| First Trust Advisors LP | 34,407 | $1.11M | 0.00% | +34,407 | New |
| Royal Bank of Canada | 36,783 | $1.18M | 0.00% | +12,449+51.2% | Added |
| Squarepoint Ops LLC | 39,124 | $1.26M | 0.01% | −1,097−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 39,288 | $1.26M | 0.02% | −3,100−7.3% | Reduced |
| Gsa Capital Partners LLP | 39,475 | $1.27M | 0.17% | +24,805+169.1% | Added |
| Mendel Money Management | 56,798 | $1.83M | 1.14% | −1,181−2.0% | Reduced |
| PEAK6 Investments LLC | 58,101 | $1.87M | 0.07% | +33,476+135.9% | Added |
| DC Investments Management, LLC | 58,691 | $1.89M | 4.33% | +58,691 | New |
| Goldman Sachs Group Inc | 64,701 | $2.08M | 0.00% | −12,301−16.0% | Reduced |
| JB Capital Partners LP | 71,007 | $2.27M | 0.67% | 00.0% | Unchanged |
| Morgan Stanley | 76,702 | $2.47M | 0.00% | −24,063−23.9% | Reduced |
| Two Sigma Advisers, LP | 83,800 | $2.69M | 0.01% | −13,600−14.0% | Reduced |
| Marshall Wace, LLP | 85,906 | $2.76M | 0.01% | +85,906 | New |
| Bank of New York Mellon Corp | 89,586 | $2.88M | 0.00% | +2,786+3.2% | Added |
| Charles Schwab Investment Management Inc | 96,757 | $3.11M | 0.00% | +76+0.1% | Added |
| JPMorgan Chase & Co | 96,764 | $3.11M | 0.00% | +58,012+149.7% | Added |
| Regions Financial Corp | 100,252 | $3.22M | 0.03% | 00.0% | Unchanged |