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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.

Institutional holdersQ1 2024: 129 institutions
Q1 2021: 133 institutionsQ2 2021: 135 institutionsQ3 2021: 133 institutionsQ4 2021: 158 institutionsQ1 2022: 154 institutionsQ2 2022: 140 institutionsQ3 2022: 123 institutionsQ4 2022: 122 institutionsQ1 2023: 123 institutionsQ2 2023: 116 institutionsQ3 2023: 119 institutionsQ4 2023: 114 institutionsQ1 2024: 129 institutionsQ2 2024: 133 institutionsQ3 2024: 144 institutionsQ4 2024: 153 institutionsQ1 2025: 157 institutionsQ2 2025: 161 institutionsQ3 2025: 172 institutionsQ4 2025: 155 institutionsQ1 2026: 167 institutionsQ2 2026: 157 institutions
Value heldQ1 2024: $268.7M
Q1 2021: $475.8MQ2 2021: $496.1MQ3 2021: $556.7MQ4 2021: $776.8MQ1 2022: $620.0MQ2 2022: $452.6MQ3 2022: $343.6MQ4 2022: $278.0MQ1 2023: $321.7MQ2 2023: $331.8MQ3 2023: $289.8MQ4 2023: $251.7MQ1 2024: $268.7MQ2 2024: $269.3MQ3 2024: $343.5MQ4 2024: $436.0MQ1 2025: $447.6MQ2 2025: $544.9MQ3 2025: $538.4MQ4 2025: $502.2MQ1 2026: $572.3MQ2 2026: $517.9M
Institutions holding CSV and their total value by quarter
QuarterHoldersValue
Q2 2026157$517.9M
Q1 2026167$572.3M
Q4 2025155$502.2M
Q3 2025172$538.4M
Q2 2025161$544.9M
Q1 2025157$447.6M
Q4 2024153$436.0M
Q3 2024144$343.5M
Q2 2024133$269.3M
Q1 2024129$268.7M
Q4 2023114$251.7M
Q3 2023119$289.8M
Q2 2023116$331.8M
Q1 2023123$321.7M
Q4 2022122$278.0M
Q3 2022123$343.6M
Q2 2022140$452.6M
Q1 2022154$620.0M
Q4 2021158$776.8M
Q3 2021133$556.7M
Q2 2021135$496.1M
Q1 2021133$475.8M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q4 2023.

Institutions holding CSV in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ameritas Investment Partners, Inc.1,188$32.1K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.1,004$27.1K0.01%+1,004New
Huntington National Bank1,000$27.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC1,000$27.0K0.01%+1,000New
Simplex Trading, LLC925$25.0K0.00%−2,106−69.5%Reduced
Metropolitan Life Insurance Co920$24.9K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.782$21.1K0.00%−85−9.8%Reduced
Great West Life Assurance Co745$20.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC616$16.7K0.00%+307+99.4%Added
Brown Brothers Harriman & Co600$16.2K0.00%00.0%Unchanged
Whittier Trust Co600$16.2K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio455$12.3K0.00%+29+6.8%Added
Amalgamated Bank455$12.0K0.00%−1,446−76.1%Reduced
FMR LLC411$11.1K0.00%+207+101.5%Added
Old Point Trust & Financial Services N A300$8.11K0.00%+300New
IFP Advisors, Inc270$7.30K0.00%00.0%Unchanged
Point72 (DIFC) Ltd261$7.06K0.00%+261New
Salem Investment Counselors Inc248$6.71K0.00%00.0%Unchanged
nVerses Capital, LLC200$5.41K0.01%+200New
CWM, LLC202$5.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)144$3.89K0.00%−3,544−96.1%Reduced
Perritt Capital Management Inc100$2.73K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC100$2.65K0.00%+100New
New England Capital Financial Advisors LLC31$8340.00%00.0%Unchanged
Nisa Investment Advisors, LLC21$5680.00%00.0%Unchanged
Farther Finance Advisors, LLC20$5300.00%00.0%Unchanged
The PNC Financial Services Group, Inc.13$3520.00%00.0%Unchanged
Parallel Advisors, LLC8$2160.00%−1,500−99.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$810.00%+3New
Group One Trading, L.P.0$00.00%−36,284−100.0%Sold out
Hunting Hill Global Capital, LLC0$00.00%−27,149−100.0%Sold out
Vista Investment Partners LLC0$00.00%−14,065−100.0%Sold out
Versor Investments LP0$00.00%−13,087−100.0%Sold out
Jane Street Group, LLC0$00.00%−12,616−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−10,866−100.0%Sold out
Advisory Services Network, LLC0$00.00%−965−100.0%Sold out
Gables Capital Management Inc.0$00.00%−750−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−408−100.0%Sold out