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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 183,811 | $4.60M | 0.00% | +80.0% | Added |
| Millennium Management LLC | 204,589 | $5.12M | 0.00% | +86,062+72.6% | Added |
| Harbert Fund Advisors, Inc. | 208,497 | $5.21M | 3.57% | +50,000+31.5% | Added |
| Charles Schwab Investment Management Inc | 210,891 | $5.27M | 0.00% | +39,525+23.1% | Added |
| Morgan Stanley | 274,091 | $6.86M | 0.00% | +188,114+218.8% | Added |
| Geode Capital Management, LLC | 281,995 | $7.05M | 0.00% | +13,767+5.1% | Added |
| State Street Corp | 317,792 | $7.95M | 0.00% | +14,426+4.8% | Added |
| Heartland Advisors Inc | 319,046 | $7.98M | 0.42% | +47,646+17.6% | Added |
| LSV Asset Management | 502,193 | $12.6M | 0.03% | −16,000−3.1% | Reduced |
| Renaissance Technologies LLC | 594,100 | $14.9M | 0.02% | −47,000−7.3% | Reduced |
| Dimensional Fund Advisors LP | 730,197 | $18.3M | 0.01% | −16,171−2.2% | Reduced |
| Vanguard Group Inc | 899,285 | $22.5M | 0.00% | +44,946+5.3% | Added |
| BlackRock Inc. | 1,061,239 | $26.5M | 0.00% | +80,750+8.2% | Added |
| Ameriprise Financial Inc | 1,324,741 | $33.1M | 0.01% | −8,836−0.7% | Reduced |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −171,337−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −107,721−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −82,085−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −27,519−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −26,790−100.0% | Sold out |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −17,119−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −16,898−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −11,902−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,266−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −7,805−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,460−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −3,684−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Berry Street Capital Management LLP | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |