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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 119,080 | $3.63M | 0.00% | +20,919+21.3% | Added |
| Northern Trust Corp | 120,597 | $3.68M | 0.00% | −2,166−1.8% | Reduced |
| JPMorgan Chase & Co | 130,362 | $3.98M | 0.00% | +12,453+10.6% | Added |
| Nicholas Company, Inc. | 133,170 | $4.06M | 0.08% | −100−0.1% | Reduced |
| Bank of New York Mellon Corp | 150,817 | $4.60M | 0.00% | −2,402−1.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 156,961 | $4.79M | 0.03% | +137,958+726.0% | Added |
| Mill Road Capital Management LLC | 170,666 | $5.21M | 2.68% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 171,294 | $5.23M | 0.00% | −35,570−17.2% | Reduced |
| RBF Capital, LLC | 180,557 | $5.51M | 0.40% | 00.0% | Unchanged |
| UBS Group AG | 187,505 | $5.72M | 0.00% | −34,946−15.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 198,248 | $6.05M | 0.01% | +33,620+20.4% | Added |
| Boston Partners | 209,464 | $6.39M | 0.01% | −9,259−4.2% | Reduced |
| Heartland Advisors Inc | 244,150 | $7.45M | 0.46% | +12,600+5.4% | Added |
| Geode Capital Management, LLC | 247,806 | $7.56M | 0.00% | −18,527−7.0% | Reduced |
| Price T Rowe Associates Inc | 254,874 | $7.78M | 0.00% | +357+0.1% | Added |
| State Street Corp | 307,557 | $9.38M | 0.00% | +3,274+1.1% | Added |
| Fenimore Asset Management Inc | 312,986 | $9.55M | 0.25% | +4,652+1.5% | Added |
| LSV Asset Management | 478,932 | $14.6M | 0.03% | +273,214+132.8% | Added |
| Renaissance Technologies LLC | 724,600 | $22.1M | 0.03% | −15,400−2.1% | Reduced |
| Dimensional Fund Advisors LP | 810,013 | $24.7M | 0.01% | −107,109−11.7% | Reduced |
| Vanguard Group Inc | 843,917 | $25.8M | 0.00% | −32,710−3.7% | Reduced |
| BlackRock Inc. | 952,646 | $29.1M | 0.00% | −36,818−3.7% | Reduced |
| Ameriprise Financial Inc | 1,291,979 | $39.4M | 0.01% | +200,006+18.3% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −42,718−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −38,800−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −30,824−100.0% | Sold out |
| Flat Footed LLC | 0 | $0 | 0.00% | −20,371−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,185−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −10,860−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,064−100.0% | Sold out |
| Tri-Star Advisors Inc. | 0 | $0 | 0.00% | −7,607−100.0% | Sold out |
| Granite Point Capital Management, L.P. | 0 | $0 | 0.00% | −8,120−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,966−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −4,841−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,057−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |