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 | $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, 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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 18 | $549 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $769 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 30 | $925 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $946 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 41 | $1.25K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 51 | $1.56K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 65 | $1.89K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 89 | $3.00K | 0.00% | +89 | New |
| Perritt Capital Management Inc | 100 | $3.05K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 270 | $6.64K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $7.57K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 568 | $17.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 600 | $18.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $18.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 692 | $21.1K | 0.00% | −217−23.9% | Reduced |
| US Bancorp | 735 | $22.4K | 0.00% | +8+1.1% | Added |
| Great West Life Assurance Co | 745 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 828 | $25.0K | 0.00% | +696+527.3% | Added |
| Huntington National Bank | 1,000 | $30.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,139 | $34.8K | 0.00% | −1,203−51.4% | Reduced |
| FMR LLC | 1,179 | $36.0K | 0.00% | +585+98.5% | Added |
| Ameritas Investment Partners, Inc. | 1,188 | $36.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,441 | $44.0K | 0.00% | −140−8.9% | Reduced |
| Amalgamated Bank | 1,943 | $59.0K | 0.00% | −279−12.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,059 | $62.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,069 | $63.2K | 0.01% | +7+0.3% | Added |
| Earnest Partners LLC | 2,500 | $76.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,972 | $90.7K | 0.00% | +10+0.3% | Added |
| Wells Fargo & Company | 2,995 | $91.4K | 0.00% | +2,555+580.7% | Added |
| Simplex Trading, LLC | 4,757 | $145.0K | 0.01% | −21,506−81.9% | Reduced |
| BNP Paribas Arbitrage, SA | 5,516 | $168.3K | 0.00% | +4,448+416.5% | Added |
| SG Americas Securities, LLC | 5,657 | $173.0K | 0.00% | +5,657 | New |
| MetLife Investment Management | 6,388 | $195.0K | 0.00% | −664−9.4% | Reduced |
| American International Group, Inc. | 6,413 | $195.7K | 0.00% | +128+2.0% | Added |
| Belpointe Asset Management LLC | 6,500 | $198.4K | 0.01% | +6,500 | New |
| Barclays PLC | 6,720 | $205.1K | 0.00% | −5,110−43.2% | Reduced |
| Janus Henderson Group PLC | 6,793 | $207.2K | 0.00% | +6,793 | New |
| Dynamic Technology Lab Private Ltd | 6,855 | $209.0K | 0.02% | +6,855 | New |
| Legal & General Group Plc | 7,140 | $217.9K | 0.00% | +114+1.6% | Added |
| Inspire Advisors, LLC | 7,187 | $219.3K | 0.05% | +7,187 | New |
| Legato Capital Management LLC | 7,772 | $237.2K | 0.04% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 7,800 | $238.1K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,961 | $243.0K | 0.02% | −6,366−44.4% | Reduced |
| Virtus Investment Advisers, Inc. | 8,669 | $264.6K | 0.19% | −298−3.3% | Reduced |
| Millennium Management LLC | 8,935 | $273.0K | 0.00% | +8,935 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 8,965 | $273.6K | 0.00% | −4,775−34.8% | Reduced |
| New York State Common Retirement Fund | 9,218 | $281.3K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 9,690 | $297.8K | 0.00% | −5,774−37.3% | Reduced |
| Hamilton Wealth, LLC | 9,900 | $302.1K | 0.11% | +9,900 | New |
| CM Wealth Advisors LLC | 10,986 | $303.0K | 0.06% | +10,986 | New |
| Russell Investments Group, Ltd. | 10,385 | $316.9K | 0.00% | +1,379+15.3% | Added |
| Wolverine Trading, LLC | 11,004 | $326.0K | 0.01% | −32,671−74.8% | Reduced |
| Teacher Retirement System of Texas | 12,118 | $370.0K | 0.00% | −42−0.3% | Reduced |
| Credit Suisse AG | 12,240 | $373.6K | 0.00% | +1,807+17.3% | Added |
| Advisory Services Network, LLC | 12,870 | $392.8K | 0.01% | +2,988+30.2% | Added |
| Deutsche Bank AG | 14,474 | $441.7K | 0.00% | +2,629+22.2% | Added |
| Brown Advisory Inc | 15,000 | $457.8K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 15,555 | $474.7K | 0.30% | +459+3.0% | Added |
| New York Life Investment Management LLC | 15,890 | $485.0K | 0.01% | +15,890 | New |
| Campbell & CO Investment Adviser LLC | 16,518 | $504.1K | 0.09% | +16,518 | New |
| California State Teachers Retirement System | 16,574 | $505.8K | 0.00% | −229−1.4% | Reduced |
| Algert Global LLC | 17,354 | $529.6K | 0.03% | +17,354 | New |
| Allianz Asset Management GmbH | 17,391 | $530.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 17,562 | $536.0K | 0.00% | +341+2.0% | Added |
| Tudor Investment Corp Et Al | 17,690 | $540.0K | 0.01% | −14,967−45.8% | Reduced |
| UBS Asset Management Americas Inc | 18,723 | $571.4K | 0.00% | −7,120−27.6% | Reduced |
| D. E. Shaw & Co., Inc. | 18,918 | $577.4K | 0.00% | −20,678−52.2% | Reduced |
| Seizert Capital Partners, LLC | 20,538 | $626.8K | 0.03% | −4,836−19.1% | Reduced |
| Group One Trading, L.P. | 21,070 | $643.1K | 0.03% | −6,092−22.4% | Reduced |
| Assenagon Asset Management S.A. | 21,686 | $661.9K | 0.00% | +21,686 | New |
| Bessemer Group Inc | 21,935 | $669.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 22,700 | $692.8K | 0.01% | +1,900+9.1% | Added |
| Squarepoint Ops LLC | 23,360 | $712.9K | 0.01% | −6,883−22.8% | Reduced |
| Jane Street Group, LLC | 25,688 | $784.0K | 0.00% | +25,688 | New |
| Invesco Ltd. | 27,861 | $850.3K | 0.00% | −9,548−25.5% | Reduced |
| Capital Impact Advisors, LLC | 28,052 | $856.1K | 1.05% | 00.0% | Unchanged |
| Swiss National Bank | 28,571 | $872.0K | 0.00% | −3,200−10.1% | Reduced |
| Alberta Investment Management Corp | 32,200 | $982.7K | 0.01% | +32,200 | New |
| Two Sigma Advisers, LP | 32,300 | $985.8K | 0.00% | −35,400−52.3% | Reduced |
| Bank of America Corp | 32,305 | $985.9K | 0.00% | +3,131+10.7% | Added |
| State of Wisconsin Investment Board | 34,433 | $1.05M | 0.00% | +13,293+62.9% | Added |
| First Trust Advisors LP | 34,870 | $1.06M | 0.00% | +2,662+8.3% | Added |
| Royal Bank of Canada | 42,630 | $1.30M | 0.00% | −1,931−4.3% | Reduced |
| DC Investments Management, LLC | 42,847 | $1.31M | 1.56% | −43,048−50.1% | Reduced |
| LPL Financial LLC | 42,950 | $1.31M | 0.00% | +42,950 | New |
| Marshall Wace, LLP | 44,628 | $1.36M | 0.00% | −31,938−41.7% | Reduced |
| Roubaix Capital, LLC | 51,688 | $1.58M | 1.20% | +51,688 | New |
| Goldman Sachs Group Inc | 54,252 | $1.66M | 0.00% | +21,689+66.6% | Added |
| AQR Capital Management LLC | 64,749 | $1.98M | 0.00% | −3,391−5.0% | Reduced |
| JB Capital Partners LP | 71,007 | $2.17M | 0.54% | 00.0% | Unchanged |
| Mendel Money Management | 71,057 | $2.17M | 1.17% | +2,850+4.2% | Added |
| CenterBook Partners LP | 84,873 | $2.59M | 0.37% | +84,873 | New |
| Harbert Fund Advisors, Inc. | 88,185 | $2.69M | 1.92% | +88,185 | New |
| Citadel Advisors LLC | 93,965 | $2.87M | 0.00% | −7,082−7.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 96,878 | $2.96M | 0.00% | −13,857−12.5% | Reduced |
| Regions Financial Corp | 100,252 | $3.06M | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 107,572 | $3.28M | 0.00% | +14,919+16.1% | Added |
| Bard Associates Inc | 116,282 | $3.55M | 1.47% | −300−0.3% | Reduced |
| Kennedy Capital Management, Inc. | 116,382 | $3.55M | 0.10% | 00.0% | Unchanged |