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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 1,161 | $37.0K | 0.00% | −494−29.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,127 | $36.0K | 0.00% | −3,857−77.4% | Reduced |
| Huntington National Bank | 1,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 950 | $30.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 909 | $29.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 745 | $24.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 759 | $24.0K | 0.00% | +32+4.4% | Added |
| Copeland Capital Management, LLC | 728 | $23.0K | 0.00% | +10+1.4% | Added |
| Brown Brothers Harriman & Co | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 435 | $14.0K | 0.00% | +435 | New |
| Salem Investment Counselors Inc | 248 | $8.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 270 | $6.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 148 | $5.00K | 0.00% | −16−9.8% | Reduced |
| 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 |
| Parallel Advisors, LLC | 41 | $1.00K | 0.00% | −91−68.9% | Reduced |
| Spire Wealth Management | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Federated Hermes, Inc. | 1 | – | – | −39−97.5% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −170,944−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −43,879−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −34,734−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −23,574−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −14,240−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −13,702−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −12,474−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −11,769−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −8,323−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,770−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −6,708−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,228−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −5,714−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −5,591−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −5,573−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Friess Associates LLC | – | – | – | – | Not filed |
| Dorsey Wright & Associates | – | – | – | – | Not filed |