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 | $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, 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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $81 | 0.00% | +3 | New |
| Parallel Advisors, LLC | 8 | $216 | 0.00% | −1,500−99.5% | Reduced |
| The PNC Financial Services Group, Inc. | 13 | $352 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $530 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21 | $568 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $834 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $2.65K | 0.00% | +100 | New |
| Perritt Capital Management Inc | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 144 | $3.89K | 0.00% | −3,544−96.1% | Reduced |
| CWM, LLC | 202 | $5.00K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $5.41K | 0.01% | +200 | New |
| Salem Investment Counselors Inc | 248 | $6.71K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 261 | $7.06K | 0.00% | +261 | New |
| IFP Advisors, Inc | 270 | $7.30K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $8.11K | 0.00% | +300 | New |
| FMR LLC | 411 | $11.1K | 0.00% | +207+101.5% | Added |
| Amalgamated Bank | 455 | $12.0K | 0.00% | −1,446−76.1% | Reduced |
| Public Employees Retirement System of Ohio | 455 | $12.3K | 0.00% | +29+6.8% | Added |
| Brown Brothers Harriman & Co | 600 | $16.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $16.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 616 | $16.7K | 0.00% | +307+99.4% | Added |
| Great West Life Assurance Co | 745 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 782 | $21.1K | 0.00% | −85−9.8% | Reduced |
| Metropolitan Life Insurance Co | 920 | $24.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 925 | $25.0K | 0.00% | −2,106−69.5% | Reduced |
| Huntington National Bank | 1,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $27.0K | 0.01% | +1,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,004 | $27.1K | 0.01% | +1,004 | New |
| Ameritas Investment Partners, Inc. | 1,188 | $32.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,406 | $38.0K | 0.01% | −4,739−77.1% | Reduced |
| Aquatic Capital Management LLC | 2,800 | $75.7K | 0.00% | +2,700+2,700.0% | Added |
| Citigroup Inc | 3,127 | $84.6K | 0.00% | +1,094+53.8% | Added |
| Quantbot Technologies LP | 3,361 | $90.9K | 0.01% | +3,361 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,907 | $105.6K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 3,932 | $106.3K | 0.07% | +3,932 | New |
| Wells Fargo & Company | 4,044 | $109.3K | 0.00% | +212+5.5% | Added |
| Qube Research & Technologies Ltd | 5,232 | $141.5K | 0.00% | −1,046−16.7% | Reduced |
| New York State Common Retirement Fund | 5,512 | $149.0K | 0.00% | −5−0.1% | Reduced |
| EMC Capital Management | 6,227 | $168.0K | 0.10% | +6,227 | New |
| MetLife Investment Management | 6,388 | $172.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,610 | $178.7K | 0.00% | −56−0.8% | Reduced |
| TSA Wealth Managment LLC | 7,607 | $205.7K | 0.09% | +7,607 | New |
| Deutsche Bank AG | 8,046 | $217.6K | 0.00% | −956−10.6% | Reduced |
| Quest Partners LLC | 8,228 | $222.5K | 0.04% | +8,228 | New |
| Inceptionr LLC | 8,392 | $226.9K | 0.06% | +8,392 | New |
| Centiva Capital, LP | 9,309 | $251.7K | 0.01% | +9,309 | New |
| Jump Financial, LLC | 9,400 | $254.2K | 0.01% | −4,476−32.3% | Reduced |
| HSBC Holdings PLC | 9,514 | $257.3K | 0.00% | +9,514 | New |
| State of Wisconsin Investment Board | 9,643 | $260.7K | 0.00% | −16,034−62.4% | Reduced |
| Alliancebernstein L.P. | 9,650 | $260.9K | 0.00% | −280−2.8% | Reduced |
| Semanteon Capital Management, LP | 9,660 | $261.2K | 0.17% | +9,660 | New |
| Russell Investments Group, Ltd. | 10,286 | $278.1K | 0.00% | −155−1.5% | Reduced |
| Price T Rowe Associates Inc | 10,475 | $284.0K | 0.00% | +746+7.7% | Added |
| UBS Asset Management Americas Inc | 10,995 | $297.3K | 0.00% | +2,848+35.0% | Added |
| Voya Investment Management LLC | 11,033 | $298.3K | 0.00% | +11,033 | New |
| Teacher Retirement System of Texas | 11,065 | $299.0K | 0.00% | +11,065 | New |
| DC Investments Management, LLC | 11,392 | $308.0K | 0.26% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 12,470 | $337.2K | 0.03% | +623+5.3% | Added |
| Janney Montgomery Scott LLC | 12,815 | $347.0K | 0.00% | −1,400−9.8% | Reduced |
| New York Life Investment Management LLC | 13,426 | $363.0K | 0.00% | +2,022+17.7% | Added |
| California State Teachers Retirement System | 13,464 | $364.1K | 0.00% | −752−5.3% | Reduced |
| Barclays PLC | 13,719 | $371.0K | 0.00% | −7,359−34.9% | Reduced |
| AQR Capital Management LLC | 13,855 | $374.6K | 0.00% | −6,253−31.1% | Reduced |
| Nebula Research & Development LLC | 14,015 | $379.0K | 0.08% | +1,071+8.3% | Added |
| Brown Advisory Inc | 14,600 | $394.8K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 14,746 | $398.7K | 0.02% | +14,746 | New |
| ExodusPoint Capital Management, LP | 15,033 | $406.0K | 0.01% | −3,612−19.4% | Reduced |
| Legal & General Group Plc | 15,465 | $418.2K | 0.00% | +1,049+7.3% | Added |
| American Century Companies Inc | 15,510 | $419.4K | 0.00% | +4,383+39.4% | Added |
| Cubist Systematic Strategies, LLC | 16,059 | $434.2K | 0.00% | +16,059 | New |
| Sanders Morris Harris LLC | 16,790 | $454.0K | 0.09% | +16,790 | New |
| D. E. Shaw & Co., Inc. | 16,915 | $457.4K | 0.00% | +4,359+34.7% | Added |
| Linden Thomas Advisory Services, LLC | 17,134 | $463.3K | 0.07% | +7,655+80.8% | Added |
| Values First Advisors, Inc. | 17,412 | $470.8K | 0.28% | +316+1.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 17,979 | $486.2K | 0.01% | +6,535+57.1% | Added |
| Credit Suisse AG | 18,849 | $509.7K | 0.00% | −1,943−9.3% | Reduced |
| Rhumbline Advisers | 19,139 | $517.5K | 0.00% | −300−1.5% | Reduced |
| Susquehanna International Group, LLP | 21,699 | $586.7K | 0.00% | −10,796−33.2% | Reduced |
| Algert Global LLC | 21,948 | $593.5K | 0.02% | +4,180+23.5% | Added |
| HRT Financial LP | 22,860 | $618.0K | 0.00% | +7,380+47.7% | Added |
| Trexquant Investment LP | 23,234 | $628.2K | 0.01% | +23,234 | New |
| Goldman Sachs Group Inc | 23,267 | $629.1K | 0.00% | +14,432+163.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,623 | $638.8K | 0.05% | +5,528+30.5% | Added |
| Swiss National Bank | 26,571 | $718.5K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 32,200 | $870.7K | 0.01% | 00.0% | Unchanged |
| Mill Road Capital Management LLC | 32,900 | $889.6K | 0.39% | −146,566−81.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 36,059 | $975.0K | 0.00% | +36,059 | New |
| Marshall Wace, LLP | 37,289 | $1.01M | 0.00% | −3,211−7.9% | Reduced |
| First Trust Advisors LP | 37,782 | $1.02M | 0.00% | +1,142+3.1% | Added |
| UBS Group AG | 38,490 | $1.04M | 0.00% | −17,693−31.5% | Reduced |
| Tudor Investment Corp Et Al | 41,629 | $1.13M | 0.01% | +15,622+60.1% | Added |
| JPMorgan Chase & Co | 42,368 | $1.15M | 0.00% | +6,680+18.7% | Added |
| Royal Bank of Canada | 43,960 | $1.19M | 0.00% | −6,583−13.0% | Reduced |
| Bank of America Corp | 45,926 | $1.24M | 0.00% | +18,708+68.7% | Added |
| Invesco Ltd. | 49,765 | $1.35M | 0.00% | +22,617+83.3% | Added |
| Gsa Capital Partners LLP | 51,023 | $1.38M | 0.11% | +34,178+202.9% | Added |
| Citadel Advisors LLC | 53,649 | $1.45M | 0.00% | −69,187−56.3% | Reduced |
| LPL Financial LLC | 53,907 | $1.46M | 0.00% | −327−0.6% | Reduced |
| Hillsdale Investment Management Inc. | 56,086 | $1.52M | 0.12% | +56,086 | New |
| Mendel Money Management | 60,034 | $1.62M | 0.75% | −8,580−12.5% | Reduced |