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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 600 | $19.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $19.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 531 | $17.2K | 0.00% | −37−6.5% | Reduced |
| Signaturefd, LLC | 305 | $9.90K | 0.00% | +305 | New |
| Salem Investment Counselors Inc | 248 | $8.05K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 270 | $6.64K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 195 | $6.00K | 0.00% | +106+119.1% | Added |
| Perritt Capital Management Inc | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 65 | $2.11K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 51 | $1.66K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 41 | $1.33K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $1.01K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 30 | $988 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $821 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21 | $682 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $584 | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 0 | $0 | 0.00% | −84,873−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −51,688−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −25,688−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,690−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −10,986−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −9,690−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,965−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,961−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,855−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,657−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −735−100.0% | Sold out |