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, Q4 2023
Institutional positions in Carriage Services Inc as of Dec 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
- 114
- −3 vs. Q3 2023
- Shares held
- 10.1M
- −93.1K (−0.9%) vs. Q3 2023
- Total value
- $251.7M
- −$35.3M (−12.3%) vs. Q3 2023
- New holders
- 17
- 36 more added
- Sold out
- 20
- 42 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 13 | $325 | 0.00% | −38−74.5% | Reduced |
| Farther Finance Advisors, LLC | 20 | $500 | 0.00% | −11−35.5% | Reduced |
| Nisa Investment Advisors, LLC | 21 | $525 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $768 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 100 | $2.51K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | −2,600−96.3% | Reduced |
| CWM, LLC | 202 | $5.00K | 0.00% | −1,239−86.0% | Reduced |
| FMR LLC | 204 | $5.09K | 0.00% | −803−79.7% | Reduced |
| Salem Investment Counselors Inc | 248 | $6.20K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 270 | $6.75K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 309 | $7.73K | 0.00% | −315−50.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 408 | $10.2K | 0.00% | +408 | New |
| Public Employees Retirement System of Ohio | 426 | $10.7K | 0.00% | +135+46.4% | Added |
| Whittier Trust Co | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 750 | $18.8K | 0.01% | +750 | New |
| Great West Life Assurance Co | 745 | $19.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 867 | $21.7K | 0.00% | −268−23.6% | Reduced |
| Metropolitan Life Insurance Co | 920 | $23.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 965 | $24.1K | 0.00% | −11,262−92.1% | Reduced |
| Huntington National Bank | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,188 | $29.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,508 | $37.7K | 0.00% | +1,508 | New |
| Amalgamated Bank | 1,901 | $48.0K | 0.00% | −135−6.6% | Reduced |
| Citigroup Inc | 2,033 | $50.8K | 0.00% | +1,872+1,162.7% | Added |
| Simplex Trading, LLC | 3,031 | $75.0K | 0.00% | −11,461−79.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,688 | $92.2K | 0.00% | +897+32.1% | Added |
| Wells Fargo & Company | 3,832 | $95.8K | 0.00% | +816+27.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,907 | $97.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,517 | $138.0K | 0.00% | +34+0.6% | Added |
| Creekmur Asset Management LLC | 6,145 | $153.7K | 0.05% | +6,145 | New |
| Qube Research & Technologies Ltd | 6,278 | $157.0K | 0.00% | +6,278 | New |
| MetLife Investment Management | 6,388 | $159.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,666 | $166.7K | 0.00% | −28−0.4% | Reduced |
| UBS Asset Management Americas Inc | 8,147 | $203.8K | 0.00% | −7,328−47.4% | Reduced |
| Goldman Sachs Group Inc | 8,835 | $221.0K | 0.00% | −11,966−57.5% | Reduced |
| Deutsche Bank AG | 9,002 | $225.1K | 0.00% | −94−1.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,479 | $237.1K | 0.04% | +1,675+21.5% | Added |
| Price T Rowe Associates Inc | 9,729 | $244.0K | 0.00% | −184,934−95.0% | Reduced |
| Alliancebernstein L.P. | 9,930 | $248.3K | 0.00% | +1,460+17.2% | Added |
| BNP Paribas Arbitrage, SA | 10,440 | $261.1K | 0.00% | +1,543+17.3% | Added |
| Russell Investments Group, Ltd. | 10,441 | $261.1K | 0.00% | +34+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,866 | $271.8K | 0.00% | +10,866 | New |
| American Century Companies Inc | 11,127 | $278.3K | 0.00% | +3,750+50.8% | Added |
| DC Investments Management, LLC | 11,392 | $284.9K | 0.29% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 11,404 | $285.2K | 0.00% | −262−2.2% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 11,444 | $286.2K | 0.01% | +11,444 | New |
| Campbell & CO Investment Adviser LLC | 11,847 | $296.3K | 0.03% | +11,847 | New |
| D. E. Shaw & Co., Inc. | 12,556 | $314.0K | 0.00% | −929−6.9% | Reduced |
| Jane Street Group, LLC | 12,616 | $315.5K | 0.00% | −8,857−41.2% | Reduced |
| Nebula Research & Development LLC | 12,944 | $323.7K | 0.10% | +12,944 | New |
| Versor Investments LP | 13,087 | $327.3K | 0.07% | +13,087 | New |
| Jump Financial, LLC | 13,876 | $347.0K | 0.01% | +13,876 | New |
| Vista Investment Partners LLC | 14,065 | $351.8K | 0.13% | +14,065 | New |
| California State Teachers Retirement System | 14,216 | $355.5K | 0.00% | −609−4.1% | Reduced |
| Janney Montgomery Scott LLC | 14,215 | $356.0K | 0.00% | +4,500+46.3% | Added |
| Legal & General Group Plc | 14,416 | $360.5K | 0.00% | −72−0.5% | Reduced |
| Brown Advisory Inc | 14,600 | $365.1K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 15,480 | $387.0K | 0.00% | −16,956−52.3% | Reduced |
| Gsa Capital Partners LLP | 16,845 | $421.0K | 0.04% | +16,845 | New |
| Values First Advisors, Inc. | 17,096 | $427.6K | 0.26% | +1,185+7.4% | Added |
| Algert Global LLC | 17,768 | $444.4K | 0.02% | −1,020−5.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,095 | $452.6K | 0.04% | +18,095 | New |
| ExodusPoint Capital Management, LP | 18,645 | $466.0K | 0.01% | +18,645 | New |
| Rhumbline Advisers | 19,439 | $486.2K | 0.00% | −25−0.1% | Reduced |
| AQR Capital Management LLC | 20,108 | $502.9K | 0.00% | −3,271−14.0% | Reduced |
| Credit Suisse AG | 20,792 | $520.0K | 0.00% | +2,958+16.6% | Added |
| Barclays PLC | 21,078 | $527.2K | 0.00% | +16,219+333.8% | Added |
| State of Wisconsin Investment Board | 25,677 | $642.2K | 0.00% | +2,174+9.2% | Added |
| Tudor Investment Corp Et Al | 26,007 | $650.4K | 0.01% | +26,007 | New |
| Swiss National Bank | 26,571 | $664.5K | 0.00% | −2,700−9.2% | Reduced |
| Invesco Ltd. | 27,148 | $679.0K | 0.00% | −13,774−33.7% | Reduced |
| Hunting Hill Global Capital, LLC | 27,149 | $679.0K | 0.51% | −24,677−47.6% | Reduced |
| Bank of America Corp | 27,218 | $680.7K | 0.00% | −5,223−16.1% | Reduced |
| Alberta Investment Management Corp | 32,200 | $805.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 32,495 | $812.7K | 0.00% | −79,293−70.9% | Reduced |
| JPMorgan Chase & Co | 35,688 | $892.6K | 0.00% | +10,606+42.3% | Added |
| Group One Trading, L.P. | 36,284 | $907.5K | 0.03% | +30,383+514.9% | Added |
| First Trust Advisors LP | 36,640 | $916.4K | 0.00% | +907+2.5% | Added |
| Marshall Wace, LLP | 40,500 | $1.01M | 0.00% | −44,765−52.5% | Reduced |
| Royal Bank of Canada | 50,543 | $1.26M | 0.00% | +4,346+9.4% | Added |
| LPL Financial LLC | 54,234 | $1.36M | 0.00% | +10,548+24.1% | Added |
| UBS Group AG | 56,183 | $1.41M | 0.00% | +4,737+9.2% | Added |
| Assenagon Asset Management S.A. | 62,201 | $1.56M | 0.00% | −10,409−14.3% | Reduced |
| Mendel Money Management | 68,614 | $1.72M | 0.82% | −2,008−2.8% | Reduced |
| JB Capital Partners LP | 71,007 | $1.73M | 0.35% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 77,566 | $1.94M | 0.00% | +60,600+357.2% | Added |
| Two Sigma Advisers, LP | 77,600 | $1.94M | 0.00% | +46,600+150.3% | Added |
| Repertoire Partners LP | 88,613 | $2.22M | 5.49% | +88,613 | New |
| Regions Financial Corp | 103,291 | $2.58M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 105,432 | $2.64M | 0.01% | −42,416−28.7% | Reduced |
| Bard Associates Inc | 113,082 | $2.83M | 1.07% | −1,900−1.7% | Reduced |
| Kennedy Capital Management, Inc. | 114,547 | $2.86M | 0.06% | −1,835−1.6% | Reduced |
| Citadel Advisors LLC | 122,836 | $3.07M | 0.00% | +41,995+51.9% | Added |
| Northern Trust Corp | 126,403 | $3.16M | 0.00% | +1,001+0.8% | Added |
| Bank of New York Mellon Corp | 129,583 | $3.24M | 0.00% | −20,276−13.5% | Reduced |
| Nicholas Company, Inc. | 133,200 | $3.33M | 0.06% | 00.0% | Unchanged |
| RBF Capital, LLC | 143,430 | $3.59M | 0.22% | −37,127−20.6% | Reduced |
| Boston Partners | 175,883 | $4.40M | 0.01% | −14,243−7.5% | Reduced |
| Mill Road Capital Management LLC | 179,466 | $4.49M | 2.05% | +8,800+5.2% | Added |