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 |
|---|---|---|---|---|---|
| US Bancorp | 727 | $20.0K | 0.00% | −32−4.2% | Reduced |
| Copeland Capital Management, LLC | 739 | $20.0K | 0.00% | +11+1.5% | Added |
| Aquatic Capital Management LLC | 700 | $19.0K | 0.00% | +700 | New |
| Brown Brothers Harriman & Co | 600 | $16.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $16.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 594 | $16.4K | 0.00% | +446+301.4% | Added |
| Quadrant Capital Group LLC | 568 | $15.6K | 0.00% | +568 | New |
| Wells Fargo & Company | 440 | $12.1K | 0.00% | −1,085−71.1% | Reduced |
| Rockefeller Capital Management L.P. | 320 | $8.00K | 0.00% | −630−66.3% | Reduced |
| Salem Investment Counselors Inc | 248 | $6.83K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 270 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 132 | $3.00K | 0.00% | −1,275−90.6% | Reduced |
| Perritt Capital Management Inc | 100 | $2.75K | 0.00% | +100 | New |
| Adirondack Retirement Specialists, Inc. | 65 | $1.79K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 51 | $1.40K | 0.00% | +43+537.5% | Added |
| Money Concepts Capital Corp | 50 | $1.38K | 0.00% | +50 | New |
| Glassman Wealth Services | 41 | $1.13K | 0.00% | +41 | New |
| Spire Wealth Management | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| New England Capital Financial Advisors LLC | 30 | $923 | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 31 | $854 | 0.00% | +31 | New |
| Lindbrook Capital, LLC | 18 | $496 | 0.00% | +9+100.0% | Added |
| Global Alpha Capital Management Ltd. | 0 | $0 | 0.00% | −927,508−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −58,101−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −39,288−100.0% | Sold out |
| Repertoire Partners LP | 0 | $0 | 0.00% | −26,533−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −21,628−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,488−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,746−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −16,028−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −15,543−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,261−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,297−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −12,609−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,015−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |