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, Q4 2022
Institutional positions in Carriage Services Inc as of Dec 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
- 122
- −1 vs. Q3 2022
- Shares held
- 10.1M
- −591.6K (−5.5%) vs. Q3 2022
- Total value
- $278.0M
- −$65.6M (−19.1%) vs. Q3 2022
- New holders
- 21
- 47 more added
- Sold out
- 22
- 27 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 18 | $496 | 0.00% | +9+100.0% | Added |
| Farther Finance Advisors, LLC | 31 | $854 | 0.00% | +31 | New |
| New England Capital Financial Advisors LLC | 30 | $923 | 0.00% | +30 | New |
| Spire Wealth Management | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Glassman Wealth Services | 41 | $1.13K | 0.00% | +41 | New |
| Money Concepts Capital Corp | 50 | $1.38K | 0.00% | +50 | New |
| The PNC Financial Services Group, Inc. | 51 | $1.40K | 0.00% | +43+537.5% | Added |
| Adirondack Retirement Specialists, Inc. | 65 | $1.79K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 100 | $2.75K | 0.00% | +100 | New |
| Tower Research Capital LLC (TRC) | 132 | $3.00K | 0.00% | −1,275−90.6% | Reduced |
| IFP Advisors, Inc | 270 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $6.83K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 320 | $8.00K | 0.00% | −630−66.3% | Reduced |
| Wells Fargo & Company | 440 | $12.1K | 0.00% | −1,085−71.1% | Reduced |
| Quadrant Capital Group LLC | 568 | $15.6K | 0.00% | +568 | New |
| FMR LLC | 594 | $16.4K | 0.00% | +446+301.4% | Added |
| Brown Brothers Harriman & Co | 600 | $16.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $16.5K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 700 | $19.0K | 0.00% | +700 | New |
| Copeland Capital Management, LLC | 739 | $20.0K | 0.00% | +11+1.5% | Added |
| US Bancorp | 727 | $20.0K | 0.00% | −32−4.2% | Reduced |
| Great West Life Assurance Co | 745 | $21.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 909 | $25.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $27.5K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,057 | $29.1K | 0.00% | +1,057 | New |
| BNP Paribas Arbitrage, SA | 1,068 | $29.4K | 0.00% | −5,184−82.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,188 | $36.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,581 | $44.0K | 0.00% | +1,531+3,062.0% | Added |
| STRS Ohio | 1,700 | $46.0K | 0.00% | −3,900−69.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,059 | $56.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,062 | $56.8K | 0.01% | +9+0.4% | Added |
| Amalgamated Bank | 2,222 | $61.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,342 | $65.0K | 0.00% | +1,215+107.8% | Added |
| Earnest Partners LLC | 2,500 | $68.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,962 | $81.6K | 0.00% | −561−15.9% | Reduced |
| Quantbot Technologies LP | 4,185 | $115.3K | 0.01% | +1,565+59.7% | Added |
| DuPont Capital Management Corp | 4,841 | $133.3K | 0.01% | −519−9.7% | Reduced |
| American International Group, Inc. | 6,285 | $173.1K | 0.00% | −23−0.4% | Reduced |
| Legal & General Group Plc | 7,026 | $193.5K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,052 | $194.2K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,772 | $214.0K | 0.04% | +7,772 | New |
| Alliancebernstein L.P. | 7,800 | $214.8K | 0.00% | +1,200+18.2% | Added |
| HRT Financial LP | 7,966 | $219.0K | 0.00% | −16,818−67.9% | Reduced |
| Granite Point Capital Management, L.P. | 8,120 | $223.6K | 0.27% | 00.0% | Unchanged |
| Tri-Star Advisors Inc. | 7,607 | $232.5K | 0.11% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 8,967 | $247.0K | 0.16% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,006 | $248.0K | 0.00% | +9,006 | New |
| New York State Common Retirement Fund | 9,218 | $253.9K | 0.00% | +30.0% | Added |
| Advisory Services Network, LLC | 9,882 | $272.1K | 0.01% | +13+0.1% | Added |
| Occudo Quantitative Strategies LP | 10,064 | $277.2K | 0.03% | +10,064 | New |
| Credit Suisse AG | 10,433 | $287.3K | 0.00% | −913−8.0% | Reduced |
| Belvedere Trading LLC | 10,860 | $299.1K | 0.17% | +10,860 | New |
| Barclays PLC | 11,830 | $325.8K | 0.00% | −12,552−51.5% | Reduced |
| Deutsche Bank AG | 11,845 | $326.2K | 0.00% | +2,112+21.7% | Added |
| Teacher Retirement System of Texas | 12,160 | $335.0K | 0.00% | −4,781−28.2% | Reduced |
| Prudential Financial Inc | 13,185 | $363.1K | 0.00% | +4,475+51.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,740 | $378.4K | 0.00% | +13,740 | New |
| Gsa Capital Partners LLP | 14,327 | $395.0K | 0.05% | −25,148−63.7% | Reduced |
| Brown Advisory Inc | 15,000 | $413.1K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 15,096 | $415.7K | 0.29% | +30.0% | Added |
| Bank of Montreal | 15,464 | $429.4K | 0.00% | +15,464 | New |
| California State Teachers Retirement System | 16,803 | $462.8K | 0.00% | +28+0.2% | Added |
| Rhumbline Advisers | 17,221 | $474.0K | 0.00% | +371+2.2% | Added |
| Allianz Asset Management GmbH | 17,391 | $478.9K | 0.00% | +1,786+11.4% | Added |
| Jacobs Levy Equity Management, Inc | 19,003 | $523.3K | 0.00% | +19,003 | New |
| Flat Footed LLC | 20,371 | $561.0K | 0.23% | +20,371 | New |
| Virginia Retirement Systems Et Al | 20,800 | $572.8K | 0.01% | +200+1.0% | Added |
| State of Wisconsin Investment Board | 21,140 | $582.2K | 0.00% | +5,542+35.5% | Added |
| Bessemer Group Inc | 21,935 | $604.0K | 0.00% | +21,935 | New |
| Seizert Capital Partners, LLC | 25,374 | $698.8K | 0.04% | +7,709+43.6% | Added |
| UBS Asset Management Americas Inc | 25,843 | $711.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 26,263 | $723.0K | 0.03% | +21,418+442.1% | Added |
| Group One Trading, L.P. | 27,162 | $748.0K | 0.03% | +27,162 | New |
| Capital Impact Advisors, LLC | 28,052 | $772.6K | 0.75% | +14,000+99.6% | Added |
| Bank of America Corp | 29,174 | $803.5K | 0.00% | +14,135+94.0% | Added |
| Squarepoint Ops LLC | 30,243 | $832.9K | 0.01% | −8,881−22.7% | Reduced |
| Federated Hermes, Inc. | 30,824 | $848.9K | 0.00% | +30,823+3,082,300.0% | Added |
| Swiss National Bank | 31,771 | $875.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 32,208 | $887.0K | 0.00% | −2,199−6.4% | Reduced |
| Goldman Sachs Group Inc | 32,563 | $896.8K | 0.00% | −32,138−49.7% | Reduced |
| Tudor Investment Corp Et Al | 32,657 | $899.0K | 0.02% | +3,302+11.2% | Added |
| Invesco Ltd. | 37,409 | $1.03M | 0.00% | +7,089+23.4% | Added |
| Norges Bank | 38,800 | $1.07M | 0.00% | +38,800 | New |
| D. E. Shaw & Co., Inc. | 39,596 | $1.09M | 0.00% | +24,003+153.9% | Added |
| Susquehanna International Group, LLP | 42,718 | $1.18M | 0.00% | +10,315+31.8% | Added |
| Wolverine Trading, LLC | 43,675 | $1.20M | 0.02% | +43,675 | New |
| Royal Bank of Canada | 44,561 | $1.23M | 0.00% | +7,778+21.1% | Added |
| Two Sigma Advisers, LP | 67,700 | $1.86M | 0.01% | −16,100−19.2% | Reduced |
| AQR Capital Management LLC | 68,140 | $1.88M | 0.00% | +38,133+127.1% | Added |
| Mendel Money Management | 68,207 | $1.88M | 1.07% | +11,409+20.1% | Added |
| JB Capital Partners LP | 71,007 | $1.96M | 0.51% | 00.0% | Unchanged |
| Marshall Wace, LLP | 76,566 | $2.11M | 0.01% | −9,340−10.9% | Reduced |
| DC Investments Management, LLC | 85,895 | $2.37M | 2.99% | +27,204+46.4% | Added |
| Morgan Stanley | 92,653 | $2.55M | 0.00% | +15,951+20.8% | Added |
| Charles Schwab Investment Management Inc | 98,161 | $2.70M | 0.00% | +1,404+1.5% | Added |
| Regions Financial Corp | 100,252 | $2.76M | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 101,047 | $2.78M | 0.00% | +77,827+335.2% | Added |
| Arrowstreet Capital, Limited Partnership | 110,735 | $3.05M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 116,382 | $3.21M | 0.09% | −160.0% | Reduced |