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, Q2 2023
Institutional positions in Carriage Services Inc as of Jun 30, 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
- 116
- −7 vs. Q1 2023
- Shares held
- 10.2M
- −323.3K (−3.1%) vs. Q1 2023
- Total value
- $331.8M
- +$10.1M (+3.1%) vs. Q1 2023
- New holders
- 7
- 39 more added
- Sold out
- 14
- 41 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 18 | $584 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21 | $682 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $821 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 30 | $988 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $1.01K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 41 | $1.33K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 51 | $1.66K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 65 | $2.11K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 195 | $6.00K | 0.00% | +106+119.1% | Added |
| IFP Advisors, Inc | 270 | $6.64K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $8.05K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 305 | $9.90K | 0.00% | +305 | New |
| Quadrant Capital Group LLC | 531 | $17.2K | 0.00% | −37−6.5% | Reduced |
| Brown Brothers Harriman & Co | 600 | $19.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $19.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 692 | $22.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 745 | $24.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 970 | $31.5K | 0.00% | −20,100−95.4% | Reduced |
| Tower Research Capital LLC (TRC) | 972 | $31.6K | 0.00% | +144+17.4% | Added |
| Huntington National Bank | 1,000 | $32.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,001 | $32.5K | 0.00% | −178−15.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,162 | $37.7K | 0.00% | +23+2.0% | Added |
| Ameritas Investment Partners, Inc. | 1,188 | $38.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,441 | $47.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,900 | $62.0K | 0.00% | +1,900 | New |
| Amalgamated Bank | 2,036 | $66.0K | 0.00% | +93+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,059 | $66.9K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 2,500 | $81.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,485 | $113.2K | 0.00% | −2,031−36.8% | Reduced |
| Virtus Investment Advisers, Inc. | 3,684 | $119.6K | 0.08% | −4,985−57.5% | Reduced |
| Barclays PLC | 5,090 | $165.3K | 0.00% | −1,630−24.3% | Reduced |
| New York State Common Retirement Fund | 5,507 | $178.8K | 0.00% | −3,711−40.3% | Reduced |
| Wells Fargo & Company | 5,729 | $186.0K | 0.00% | +2,734+91.3% | Added |
| MetLife Investment Management | 6,388 | $207.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,456 | $209.6K | 0.00% | +43+0.7% | Added |
| Squarepoint Ops LLC | 6,653 | $216.0K | 0.00% | −16,707−71.5% | Reduced |
| Janus Henderson Group PLC | 6,785 | $220.1K | 0.00% | −8−0.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,797 | $220.7K | 0.05% | +6,797 | New |
| Citigroup Inc | 7,060 | $229.2K | 0.00% | +4,088+137.6% | Added |
| Deutsche Bank AG | 7,484 | $243.0K | 0.00% | −6,990−48.3% | Reduced |
| Allianz Asset Management GmbH | 7,491 | $243.2K | 0.00% | −9,900−56.9% | Reduced |
| Legato Capital Management LLC | 7,781 | $252.6K | 0.03% | +9+0.1% | Added |
| Inspire Advisors, LLC | 8,177 | $265.5K | 0.05% | +990+13.8% | Added |
| Alliancebernstein L.P. | 8,470 | $275.0K | 0.00% | +670+8.6% | Added |
| Occudo Quantitative Strategies LP | 8,655 | $281.0K | 0.03% | +8,655 | New |
| Virginia Retirement Systems Et Al | 8,800 | $285.7K | 0.00% | −13,900−61.2% | Reduced |
| Two Sigma Investments, LP | 9,539 | $309.7K | 0.00% | +9,539 | New |
| Wolverine Trading, LLC | 9,847 | $332.4K | 0.00% | −1,157−10.5% | Reduced |
| Legal & General Group Plc | 10,311 | $334.8K | 0.00% | +3,171+44.4% | Added |
| Campbell & CO Investment Adviser LLC | 10,397 | $337.6K | 0.06% | −6,121−37.1% | Reduced |
| Russell Investments Group, Ltd. | 10,487 | $340.5K | 0.00% | +102+1.0% | Added |
| Marshall Wace, LLP | 10,968 | $356.1K | 0.00% | −33,660−75.4% | Reduced |
| Teacher Retirement System of Texas | 11,502 | $373.0K | 0.00% | −616−5.1% | Reduced |
| PEAK6 Investments LLC | 11,582 | $376.1K | 0.03% | +11,582 | New |
| Advisory Services Network, LLC | 12,330 | $400.4K | 0.01% | −540−4.2% | Reduced |
| New York Life Investment Management LLC | 13,504 | $438.5K | 0.00% | −2,386−15.0% | Reduced |
| Brown Advisory Inc | 14,600 | $474.1K | 0.00% | −400−2.7% | Reduced |
| Values First Advisors, Inc. | 15,965 | $518.4K | 0.31% | +410+2.6% | Added |
| DC Investments Management, LLC | 15,973 | $518.6K | 0.60% | −26,874−62.7% | Reduced |
| California State Teachers Retirement System | 16,267 | $528.2K | 0.00% | −307−1.9% | Reduced |
| Credit Suisse AG | 16,972 | $555.2K | 0.00% | +4,732+38.7% | Added |
| UBS Asset Management Americas Inc | 18,723 | $571.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,931 | $614.7K | 0.00% | +1,369+7.8% | Added |
| Seizert Capital Partners, LLC | 19,220 | $624.1K | 0.03% | −1,318−6.4% | Reduced |
| Algert Global LLC | 19,328 | $627.6K | 0.03% | +1,974+11.4% | Added |
| Bessemer Group Inc | 21,935 | $712.0K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 22,342 | $725.0K | 0.00% | −74,536−76.9% | Reduced |
| Two Sigma Advisers, LP | 27,400 | $889.7K | 0.00% | −4,900−15.2% | Reduced |
| Invesco Ltd. | 27,563 | $895.0K | 0.00% | −298−1.1% | Reduced |
| Swiss National Bank | 29,271 | $950.4K | 0.00% | +700+2.5% | Added |
| Goldman Sachs Group Inc | 29,975 | $973.3K | 0.00% | −24,277−44.7% | Reduced |
| Alberta Investment Management Corp | 32,200 | $1.05M | 0.01% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 32,581 | $1.06M | 1.16% | +4,529+16.1% | Added |
| Assenagon Asset Management S.A. | 34,638 | $1.12M | 0.00% | +12,952+59.7% | Added |
| State of Wisconsin Investment Board | 35,526 | $1.15M | 0.00% | +1,093+3.2% | Added |
| First Trust Advisors LP | 35,651 | $1.16M | 0.00% | +781+2.2% | Added |
| AQR Capital Management LLC | 35,895 | $1.17M | 0.00% | −28,854−44.6% | Reduced |
| D. E. Shaw & Co., Inc. | 36,045 | $1.17M | 0.00% | +17,127+90.5% | Added |
| Simplex Trading, LLC | 39,141 | $1.27M | 0.05% | +34,384+722.8% | Added |
| Bank of America Corp | 42,680 | $1.39M | 0.00% | +10,375+32.1% | Added |
| LPL Financial LLC | 43,035 | $1.40M | 0.00% | +85+0.2% | Added |
| Royal Bank of Canada | 47,619 | $1.55M | 0.00% | +4,989+11.7% | Added |
| Susquehanna International Group, LLP | 53,336 | $1.73M | 0.00% | +53,336 | New |
| Citadel Advisors LLC | 68,920 | $2.24M | 0.00% | −25,045−26.7% | Reduced |
| Mendel Money Management | 69,482 | $2.26M | 1.16% | −1,575−2.2% | Reduced |
| JB Capital Partners LP | 71,007 | $2.31M | 0.50% | 00.0% | Unchanged |
| Morgan Stanley | 97,792 | $3.18M | 0.00% | −9,780−9.1% | Reduced |
| UBS Group AG | 98,127 | $3.19M | 0.00% | −89,378−47.7% | Reduced |
| Regions Financial Corp | 103,291 | $3.35M | 0.03% | +3,039+3.0% | Added |
| Bard Associates Inc | 115,282 | $3.74M | 1.45% | −1,000−0.9% | Reduced |
| Kennedy Capital Management, Inc. | 116,382 | $3.78M | 0.09% | 00.0% | Unchanged |
| Northern Trust Corp | 122,507 | $3.98M | 0.00% | +1,910+1.6% | Added |
| Nicholas Company, Inc. | 133,200 | $4.33M | 0.08% | +300.0% | Added |
| Millennium Management LLC | 139,771 | $4.54M | 0.00% | +130,836+1,464.3% | Added |
| Charles Schwab Investment Management Inc | 144,508 | $4.69M | 0.00% | +25,428+21.4% | Added |
| Jacobs Levy Equity Management, Inc | 145,433 | $4.72M | 0.03% | −11,528−7.3% | Reduced |
| JPMorgan Chase & Co | 148,682 | $4.83M | 0.00% | +18,320+14.1% | Added |
| Bank of New York Mellon Corp | 148,708 | $4.83M | 0.00% | −2,109−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 154,906 | $5.03M | 0.01% | −43,342−21.9% | Reduced |