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, Q1 2024
Institutional positions in Carriage Services Inc as of Mar 31, 2024. 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
- 129
- +15 vs. Q4 2023
- Shares held
- 9.94M
- −130.0K (−1.3%) vs. Q4 2023
- Total value
- $268.7M
- +$17.0M (+6.7%) vs. Q4 2023
- New holders
- 24
- 36 more added
- Sold out
- 9
- 44 more reduced
Compare with Q4 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 | $508.5M |
| Q3 2025 | 173 | $549.1M |
| Q2 2025 | 161 | $545.1M |
| Q1 2025 | 157 | $448.1M |
| Q4 2024 | 153 | $436.0M |
| Q3 2024 | 144 | $347.4M |
| Q2 2024 | 133 | $271.9M |
| Q1 2024 | 129 | $282.9M |
| Q4 2023 | 114 | $259.5M |
| 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 | $780.7M |
| Q3 2021 | 133 | $556.7M |
| Q2 2021 | 135 | $498.7M |
| Q1 2021 | 133 | $478.1M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,318,363 | $35.6M | 0.01% | −6,378−0.5% | Reduced |
| BlackRock Inc. | 1,054,907 | $28.5M | 0.00% | −6,332−0.6% | Reduced |
| Vanguard Group Inc | 876,023 | $23.7M | 0.00% | −23,262−2.6% | Reduced |
| Dimensional Fund Advisors LP | 714,228 | $19.3M | 0.01% | −15,969−2.2% | Reduced |
| Renaissance Technologies LLC | 569,800 | $15.4M | 0.02% | −24,300−4.1% | Reduced |
| LSV Asset Management | 465,993 | $12.6M | 0.03% | −36,200−7.2% | Reduced |
| Heartland Advisors Inc | 342,500 | $9.26M | 0.49% | +23,454+7.4% | Added |
| State Street Corp | 317,998 | $8.60M | 0.00% | +206+0.1% | Added |
| Geode Capital Management, LLC | 289,743 | $7.84M | 0.00% | +7,748+2.7% | Added |
| Morgan Stanley | 241,042 | $6.52M | 0.00% | −33,049−12.1% | Reduced |
| Charles Schwab Investment Management Inc | 225,540 | $6.10M | 0.00% | +14,649+6.9% | Added |
| Harbert Fund Advisors, Inc. | 208,497 | $5.64M | 3.88% | 00.0% | Unchanged |
| Boston Partners | 163,031 | $4.41M | 0.01% | −12,852−7.3% | Reduced |
| Nuveen Asset Management, LLC | 155,075 | $4.19M | 0.00% | −28,736−15.6% | Reduced |
| Millennium Management LLC | 153,210 | $4.14M | 0.00% | −51,379−25.1% | Reduced |
| RBF Capital, LLC | 143,430 | $3.88M | 0.22% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 133,200 | $3.60M | 0.06% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 127,664 | $3.45M | 0.00% | −1,919−1.5% | Reduced |
| Northern Trust Corp | 120,101 | $3.25M | 0.00% | −6,302−5.0% | Reduced |
| Kennedy Capital Management, Inc. | 112,869 | $3.05M | 0.06% | −1,678−1.5% | Reduced |
| Bard Associates Inc | 112,561 | $3.04M | 1.09% | −521−0.5% | Reduced |
| Regions Financial Corp | 103,291 | $2.79M | 0.02% | 00.0% | Unchanged |
| Repertoire Partners LP | 93,157 | $2.52M | 5.29% | +4,544+5.1% | Added |
| Two Sigma Advisers, LP | 89,100 | $2.41M | 0.01% | +11,500+14.8% | Added |
| BNP Paribas Arbitrage, SA | 87,879 | $2.38M | 0.00% | +77,439+741.8% | Added |
| Two Sigma Investments, LP | 86,357 | $2.34M | 0.01% | +8,791+11.3% | Added |
| Jacobs Levy Equity Management, Inc | 78,422 | $2.12M | 0.01% | −27,010−25.6% | Reduced |
| Assenagon Asset Management S.A. | 76,180 | $2.06M | 0.01% | +13,979+22.5% | Added |
| JB Capital Partners LP | 71,007 | $1.91M | 0.36% | 00.0% | Unchanged |
| Mendel Money Management | 60,034 | $1.62M | 0.75% | −8,580−12.5% | Reduced |
| Hillsdale Investment Management Inc. | 56,086 | $1.52M | 0.12% | +56,086 | New |
| LPL Financial LLC | 53,907 | $1.46M | 0.00% | −327−0.6% | Reduced |
| Citadel Advisors LLC | 53,649 | $1.45M | 0.00% | −69,187−56.3% | Reduced |
| Gsa Capital Partners LLP | 51,023 | $1.38M | 0.11% | +34,178+202.9% | Added |
| Invesco Ltd. | 49,765 | $1.35M | 0.00% | +22,617+83.3% | Added |
| Bank of America Corp | 45,926 | $1.24M | 0.00% | +18,708+68.7% | Added |
| Royal Bank of Canada | 43,960 | $1.19M | 0.00% | −6,583−13.0% | Reduced |
| JPMorgan Chase & Co | 42,368 | $1.15M | 0.00% | +6,680+18.7% | Added |
| Tudor Investment Corp Et Al | 41,629 | $1.13M | 0.01% | +15,622+60.1% | Added |
| UBS Group AG | 38,490 | $1.04M | 0.00% | −17,693−31.5% | Reduced |
| First Trust Advisors LP | 37,782 | $1.02M | 0.00% | +1,142+3.1% | Added |
| Marshall Wace, LLP | 37,289 | $1.01M | 0.00% | −3,211−7.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 36,059 | $975.0K | 0.00% | +36,059 | New |
| Mill Road Capital Management LLC | 32,900 | $889.6K | 0.39% | −146,566−81.7% | Reduced |
| Alberta Investment Management Corp | 32,200 | $870.7K | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 26,571 | $718.5K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 23,623 | $638.8K | 0.05% | +5,528+30.5% | Added |
| Goldman Sachs Group Inc | 23,267 | $629.1K | 0.00% | +14,432+163.4% | Added |
| Trexquant Investment LP | 23,234 | $628.2K | 0.01% | +23,234 | New |
| HRT Financial LP | 22,860 | $618.0K | 0.00% | +7,380+47.7% | Added |
| Algert Global LLC | 21,948 | $593.5K | 0.02% | +4,180+23.5% | Added |
| Susquehanna International Group, LLP | 21,699 | $586.7K | 0.00% | −10,796−33.2% | Reduced |
| Rhumbline Advisers | 19,139 | $517.5K | 0.00% | −300−1.5% | Reduced |
| Credit Suisse AG | 18,849 | $509.7K | 0.00% | −1,943−9.3% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 17,979 | $486.2K | 0.01% | +6,535+57.1% | Added |
| Values First Advisors, Inc. | 17,412 | $470.8K | 0.28% | +316+1.8% | Added |
| Linden Thomas Advisory Services, LLC | 17,134 | $463.3K | 0.07% | +7,655+80.8% | Added |
| D. E. Shaw & Co., Inc. | 16,915 | $457.4K | 0.00% | +4,359+34.7% | Added |
| Sanders Morris Harris LLC | 16,790 | $454.0K | 0.08% | +16,790 | New |
| Cubist Systematic Strategies, LLC | 16,059 | $434.2K | 0.00% | +16,059 | New |
| American Century Companies Inc | 15,510 | $419.4K | 0.00% | +4,383+39.4% | Added |
| Legal & General Group Plc | 15,465 | $418.2K | 0.00% | +1,049+7.3% | Added |
| ExodusPoint Capital Management, LP | 15,033 | $406.0K | 0.01% | −3,612−19.4% | Reduced |
| PEAK6 Investments LLC | 14,746 | $398.7K | 0.02% | +14,746 | New |
| Brown Advisory Inc | 14,600 | $394.8K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 14,015 | $379.0K | 0.08% | +1,071+8.3% | Added |
| AQR Capital Management LLC | 13,855 | $374.6K | 0.00% | −6,253−31.1% | Reduced |
| Barclays PLC | 13,719 | $371.0K | 0.00% | −7,359−34.9% | Reduced |
| California State Teachers Retirement System | 13,464 | $364.1K | 0.00% | −752−5.3% | Reduced |
| New York Life Investment Management LLC | 13,426 | $363.0K | 0.00% | +2,022+17.7% | Added |
| Janney Montgomery Scott LLC | 12,815 | $347.0K | 0.00% | −1,400−9.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,470 | $337.2K | 0.03% | +623+5.3% | Added |
| DC Investments Management, LLC | 11,392 | $308.0K | 0.26% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,065 | $299.0K | 0.00% | +11,065 | New |
| Voya Investment Management LLC | 11,033 | $298.3K | 0.00% | +11,033 | New |
| UBS Asset Management Americas Inc | 10,995 | $297.3K | 0.00% | +2,848+35.0% | Added |
| Price T Rowe Associates Inc | 10,475 | $284.0K | 0.00% | +746+7.7% | Added |
| Russell Investments Group, Ltd. | 10,286 | $278.1K | 0.00% | −155−1.5% | Reduced |
| Semanteon Capital Management, LP | 9,660 | $261.2K | 0.17% | +9,660 | New |
| Alliancebernstein L.P. | 9,650 | $260.9K | 0.00% | −280−2.8% | Reduced |
| State of Wisconsin Investment Board | 9,643 | $260.7K | 0.00% | −16,034−62.4% | Reduced |
| HSBC Holdings PLC | 9,514 | $257.3K | 0.00% | +9,514 | New |
| Jump Financial, LLC | 9,400 | $254.2K | 0.01% | −4,476−32.3% | Reduced |
| Centiva Capital, LP | 9,309 | $251.7K | 0.01% | +9,309 | New |
| Inceptionr LLC | 8,392 | $226.9K | 0.06% | +8,392 | New |
| Quest Partners LLC | 8,228 | $222.5K | 0.04% | +8,228 | New |
| Deutsche Bank AG | 8,046 | $217.6K | 0.00% | −956−10.6% | Reduced |
| TSA Wealth Managment LLC | 7,607 | $205.7K | 0.09% | +7,607 | New |
| American International Group, Inc. | 6,610 | $178.7K | 0.00% | −56−0.8% | Reduced |
| MetLife Investment Management | 6,388 | $172.7K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 6,227 | $168.0K | 0.10% | +6,227 | New |
| New York State Common Retirement Fund | 5,512 | $149.0K | 0.00% | −5−0.1% | Reduced |
| Qube Research & Technologies Ltd | 5,232 | $141.5K | 0.00% | −1,046−16.7% | Reduced |
| Wells Fargo & Company | 4,044 | $109.3K | 0.00% | +212+5.5% | Added |
| Palouse Capital Management, Inc. | 3,932 | $106.3K | 0.07% | +3,932 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,907 | $105.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,361 | $90.9K | 0.01% | +3,361 | New |
| Citigroup Inc | 3,127 | $84.6K | 0.00% | +1,094+53.8% | Added |
| Aquatic Capital Management LLC | 2,800 | $75.7K | 0.00% | +2,700+2,700.0% | Added |
| Creekmur Asset Management LLC | 1,406 | $38.0K | 0.01% | −4,739−77.1% | Reduced |