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, Q3 2023
Institutional positions in Carriage Services Inc as of Sep 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
- 119
- +3 vs. Q2 2023
- Shares held
- 10.3M
- +39.1K (+0.4%) vs. Q2 2023
- Total value
- $289.8M
- −$42.0M (−12.6%) vs. Q2 2023
- New holders
- 16
- 36 more added
- Sold out
- 13
- 37 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 147,848 | $4.18M | 0.02% | +2,415+1.7% | Added |
| Bank of New York Mellon Corp | 149,859 | $4.23M | 0.00% | +1,151+0.8% | Added |
| Harbert Fund Advisors, Inc. | 158,497 | $4.48M | 3.19% | 00.0% | Unchanged |
| Mill Road Capital Management LLC | 170,666 | $4.82M | 2.54% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 171,337 | $4.84M | 0.13% | −98,597−36.5% | Reduced |
| Charles Schwab Investment Management Inc | 171,366 | $4.84M | 0.00% | +26,858+18.6% | Added |
| RBF Capital, LLC | 180,557 | $5.10M | 0.34% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 183,803 | $5.19M | 0.00% | +9,547+5.5% | Added |
| Boston Partners | 190,126 | $5.37M | 0.01% | −40,355−17.5% | Reduced |
| Price T Rowe Associates Inc | 194,663 | $5.50M | 0.00% | −5,779−2.9% | Reduced |
| Geode Capital Management, LLC | 268,228 | $7.58M | 0.00% | +11,744+4.6% | Added |
| Heartland Advisors Inc | 271,400 | $7.67M | 0.43% | +27,250+11.2% | Added |
| State Street Corp | 303,366 | $8.57M | 0.00% | −6,819−2.2% | Reduced |
| LSV Asset Management | 518,193 | $14.6M | 0.03% | −18,069−3.4% | Reduced |
| Renaissance Technologies LLC | 641,100 | $18.1M | 0.03% | −45,000−6.6% | Reduced |
| Dimensional Fund Advisors LP | 746,368 | $21.1M | 0.01% | −22,581−2.9% | Reduced |
| Vanguard Group Inc | 854,339 | $24.1M | 0.00% | +16,448+2.0% | Added |
| BlackRock Inc. | 980,489 | $27.7M | 0.00% | −14,003−1.4% | Reduced |
| Ameriprise Financial Inc | 1,333,577 | $37.7M | 0.01% | +46,480+3.6% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −22,342−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −21,935−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,582−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −11,502−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,655−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −8,177−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −7,781−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −7,491−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −6,785−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,653−100.0% | Sold out |
| Adirondack Retirement Specialists, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |