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, Q1 2023
Institutional positions in Carriage Services Inc as of Mar 31, 2023. 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
- +1 vs. Q4 2022
- Shares held
- 10.5M
- +448.9K (+4.4%) vs. Q4 2022
- Total value
- $321.7M
- +$43.7M (+15.7%) vs. Q4 2022
- New holders
- 19
- 32 more added
- Sold out
- 18
- 41 more reduced
Compare with Q4 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 | $508.5M |
| Q3 2025 | 173 | $549.1M |
| Q2 2025 | 161 | $545.1M |
| Q1 2025 | 157 | $448.1M |
| Q4 2024 | 153 | $436.0M |
| Q3 2024 | 144 | $347.4M |
| Q2 2024 | 133 | $271.9M |
| Q1 2024 | 129 | $282.9M |
| Q4 2023 | 114 | $259.5M |
| 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 | $780.7M |
| Q3 2021 | 133 | $556.7M |
| Q2 2021 | 135 | $498.7M |
| Q1 2021 | 133 | $478.1M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,291,979 | $39.4M | 0.01% | +200,006+18.3% | Added |
| BlackRock Inc. | 952,646 | $29.1M | 0.00% | −36,818−3.7% | Reduced |
| Vanguard Group Inc | 843,917 | $25.8M | 0.00% | −32,710−3.7% | Reduced |
| Dimensional Fund Advisors LP | 810,013 | $24.7M | 0.01% | −107,109−11.7% | Reduced |
| Renaissance Technologies LLC | 724,600 | $22.1M | 0.03% | −15,400−2.1% | Reduced |
| LSV Asset Management | 478,932 | $14.6M | 0.03% | +273,214+132.8% | Added |
| Fenimore Asset Management Inc | 312,986 | $9.55M | 0.25% | +4,652+1.5% | Added |
| State Street Corp | 307,557 | $9.38M | 0.00% | +3,274+1.1% | Added |
| Price T Rowe Associates Inc | 254,874 | $7.78M | 0.00% | +357+0.1% | Added |
| Geode Capital Management, LLC | 247,806 | $7.56M | 0.00% | −18,527−7.0% | Reduced |
| Heartland Advisors Inc | 244,150 | $7.45M | 0.46% | +12,600+5.4% | Added |
| Boston Partners | 209,464 | $6.39M | 0.01% | −9,259−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 198,248 | $6.05M | 0.01% | +33,620+20.4% | Added |
| UBS Group AG | 187,505 | $5.72M | 0.00% | −34,946−15.7% | Reduced |
| RBF Capital, LLC | 180,557 | $5.51M | 0.40% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 171,294 | $5.23M | 0.00% | −35,570−17.2% | Reduced |
| Mill Road Capital Management LLC | 170,666 | $5.21M | 2.68% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 156,961 | $4.79M | 0.03% | +137,958+726.0% | Added |
| Bank of New York Mellon Corp | 150,817 | $4.60M | 0.00% | −2,402−1.6% | Reduced |
| Nicholas Company, Inc. | 133,170 | $4.06M | 0.08% | −100−0.1% | Reduced |
| JPMorgan Chase & Co | 130,362 | $3.98M | 0.00% | +12,453+10.6% | Added |
| Northern Trust Corp | 120,597 | $3.68M | 0.00% | −2,166−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 119,080 | $3.63M | 0.00% | +20,919+21.3% | Added |
| Kennedy Capital Management, Inc. | 116,382 | $3.55M | 0.10% | 00.0% | Unchanged |
| Bard Associates Inc | 116,282 | $3.55M | 1.47% | −300−0.3% | Reduced |
| Morgan Stanley | 107,572 | $3.28M | 0.00% | +14,919+16.1% | Added |
| Regions Financial Corp | 100,252 | $3.06M | 0.03% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 96,878 | $2.96M | 0.00% | −13,857−12.5% | Reduced |
| Citadel Advisors LLC | 93,965 | $2.87M | 0.00% | −7,082−7.0% | Reduced |
| Harbert Fund Advisors, Inc. | 88,185 | $2.69M | 1.92% | +88,185 | New |
| CenterBook Partners LP | 84,873 | $2.59M | 0.37% | +84,873 | New |
| Mendel Money Management | 71,057 | $2.17M | 1.17% | +2,850+4.2% | Added |
| JB Capital Partners LP | 71,007 | $2.17M | 0.51% | 00.0% | Unchanged |
| AQR Capital Management LLC | 64,749 | $1.98M | 0.00% | −3,391−5.0% | Reduced |
| Goldman Sachs Group Inc | 54,252 | $1.66M | 0.00% | +21,689+66.6% | Added |
| Roubaix Capital, LLC | 51,688 | $1.58M | 1.20% | +51,688 | New |
| Marshall Wace, LLP | 44,628 | $1.36M | 0.00% | −31,938−41.7% | Reduced |
| LPL Financial LLC | 42,950 | $1.31M | 0.00% | +42,950 | New |
| DC Investments Management, LLC | 42,847 | $1.31M | 1.56% | −43,048−50.1% | Reduced |
| Royal Bank of Canada | 42,630 | $1.30M | 0.00% | −1,931−4.3% | Reduced |
| First Trust Advisors LP | 34,870 | $1.06M | 0.00% | +2,662+8.3% | Added |
| State of Wisconsin Investment Board | 34,433 | $1.05M | 0.00% | +13,293+62.9% | Added |
| Bank of America Corp | 32,305 | $985.9K | 0.00% | +3,131+10.7% | Added |
| Two Sigma Advisers, LP | 32,300 | $985.8K | 0.00% | −35,400−52.3% | Reduced |
| Alberta Investment Management Corp | 32,200 | $982.7K | 0.01% | +32,200 | New |
| Swiss National Bank | 28,571 | $872.0K | 0.00% | −3,200−10.1% | Reduced |
| Capital Impact Advisors, LLC | 28,052 | $856.1K | 1.05% | 00.0% | Unchanged |
| Invesco Ltd. | 27,861 | $850.3K | 0.00% | −9,548−25.5% | Reduced |
| Jane Street Group, LLC | 25,688 | $784.0K | 0.00% | +25,688 | New |
| Squarepoint Ops LLC | 23,360 | $712.9K | 0.01% | −6,883−22.8% | Reduced |
| Virginia Retirement Systems Et Al | 22,700 | $692.8K | 0.01% | +1,900+9.1% | Added |
| Bessemer Group Inc | 21,935 | $669.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 21,686 | $661.9K | 0.00% | +21,686 | New |
| Group One Trading, L.P. | 21,070 | $643.1K | 0.03% | −6,092−22.4% | Reduced |
| Seizert Capital Partners, LLC | 20,538 | $626.8K | 0.03% | −4,836−19.1% | Reduced |
| D. E. Shaw & Co., Inc. | 18,918 | $577.4K | 0.00% | −20,678−52.2% | Reduced |
| UBS Asset Management Americas Inc | 18,723 | $571.4K | 0.00% | −7,120−27.6% | Reduced |
| Tudor Investment Corp Et Al | 17,690 | $540.0K | 0.01% | −14,967−45.8% | Reduced |
| Rhumbline Advisers | 17,562 | $536.0K | 0.00% | +341+2.0% | Added |
| Allianz Asset Management GmbH | 17,391 | $530.8K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 17,354 | $529.6K | 0.03% | +17,354 | New |
| California State Teachers Retirement System | 16,574 | $505.8K | 0.00% | −229−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,518 | $504.1K | 0.09% | +16,518 | New |
| New York Life Investment Management LLC | 15,890 | $485.0K | 0.01% | +15,890 | New |
| Values First Advisors, Inc. | 15,555 | $474.7K | 0.30% | +459+3.0% | Added |
| Brown Advisory Inc | 15,000 | $457.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 14,474 | $441.7K | 0.00% | +2,629+22.2% | Added |
| Advisory Services Network, LLC | 12,870 | $392.8K | 0.01% | +2,988+30.2% | Added |
| Credit Suisse AG | 12,240 | $373.6K | 0.00% | +1,807+17.3% | Added |
| Teacher Retirement System of Texas | 12,118 | $370.0K | 0.00% | −42−0.3% | Reduced |
| Wolverine Trading, LLC | 11,004 | $326.0K | 0.01% | −32,671−74.8% | Reduced |
| Russell Investments Group, Ltd. | 10,385 | $316.9K | 0.00% | +1,379+15.3% | Added |
| CM Wealth Advisors LLC | 10,986 | $303.0K | 0.06% | +10,986 | New |
| Hamilton Wealth, LLC | 9,900 | $302.1K | 0.11% | +9,900 | New |
| Bank of Montreal | 9,690 | $297.8K | 0.00% | −5,774−37.3% | Reduced |
| New York State Common Retirement Fund | 9,218 | $281.3K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8,965 | $273.6K | 0.00% | −4,775−34.8% | Reduced |
| Millennium Management LLC | 8,935 | $273.0K | 0.00% | +8,935 | New |
| Virtus Investment Advisers, Inc. | 8,669 | $264.6K | 0.19% | −298−3.3% | Reduced |
| Gsa Capital Partners LLP | 7,961 | $243.0K | 0.02% | −6,366−44.4% | Reduced |
| Alliancebernstein L.P. | 7,800 | $238.1K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 7,772 | $237.2K | 0.04% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 7,187 | $219.3K | 0.05% | +7,187 | New |
| Legal & General Group Plc | 7,140 | $217.9K | 0.00% | +114+1.6% | Added |
| Dynamic Technology Lab Private Ltd | 6,855 | $209.0K | 0.02% | +6,855 | New |
| Janus Henderson Group PLC | 6,793 | $207.2K | 0.00% | +6,793 | New |
| Barclays PLC | 6,720 | $205.1K | 0.00% | −5,110−43.2% | Reduced |
| Belpointe Asset Management LLC | 6,500 | $198.4K | 0.01% | +6,500 | New |
| American International Group, Inc. | 6,413 | $195.7K | 0.00% | +128+2.0% | Added |
| MetLife Investment Management | 6,388 | $195.0K | 0.00% | −664−9.4% | Reduced |
| SG Americas Securities, LLC | 5,657 | $173.0K | 0.00% | +5,657 | New |
| BNP Paribas Arbitrage, SA | 5,516 | $168.3K | 0.00% | +4,448+416.5% | Added |
| Simplex Trading, LLC | 4,757 | $145.0K | 0.01% | −21,506−81.9% | Reduced |
| Wells Fargo & Company | 2,995 | $91.4K | 0.00% | +2,555+580.7% | Added |
| Citigroup Inc | 2,972 | $90.7K | 0.00% | +10+0.3% | Added |
| Earnest Partners LLC | 2,500 | $76.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,069 | $63.2K | 0.01% | +7+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,059 | $62.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,943 | $59.0K | 0.00% | −279−12.6% | Reduced |
| CWM, LLC | 1,441 | $44.0K | 0.00% | −140−8.9% | Reduced |