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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, Q2 2024

Institutional positions in Carriage Services Inc as of Jun 30, 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
133
+5 vs. Q1 2024
Shares held
10.1M
−311.4K (−3.0%) vs. Q1 2024
Total value
$271.9M
−$10.4M (−3.7%) vs. Q1 2024
New holders
24
59 more added
Sold out
19
28 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 133 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: 173 institutionsQ4 2025: 155 institutionsQ1 2026: 167 institutionsQ2 2026: 157 institutions
Value heldQ2 2024: $271.9M
Q1 2021: $478.1MQ2 2021: $498.7MQ3 2021: $556.7MQ4 2021: $780.7MQ1 2022: $620.0MQ2 2022: $452.6MQ3 2022: $343.6MQ4 2022: $278.0MQ1 2023: $321.7MQ2 2023: $331.8MQ3 2023: $289.8MQ4 2023: $259.5MQ1 2024: $282.9MQ2 2024: $271.9MQ3 2024: $347.4MQ4 2024: $436.0MQ1 2025: $448.1MQ2 2025: $545.1MQ3 2025: $549.1MQ4 2025: $508.5MQ1 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$508.5M
Q3 2025173$549.1M
Q2 2025161$545.1M
Q1 2025157$448.1M
Q4 2024153$436.0M
Q3 2024144$347.4M
Q2 2024133$271.9M
Q1 2024129$282.9M
Q4 2023114$259.5M
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$780.7M
Q3 2021133$556.7M
Q2 2021135$498.7M
Q1 2021133$478.1M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q1 2024.

Institutions holding CSV in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ameriprise Financial Inc1,327,402$35.6M0.01%+9,039+0.7%Added
BlackRock Inc.984,910$26.4M0.00%−69,997−6.6%Reduced
Vanguard Group Inc915,297$24.6M0.00%+39,274+4.5%Added
Dimensional Fund Advisors LP711,812$19.1M0.00%−2,416−0.3%Reduced
Renaissance Technologies LLC616,500$16.5M0.03%+46,700+8.2%Added
LSV Asset Management465,993$12.5M0.03%00.0%Unchanged
Heartland Advisors Inc365,150$9.80M0.55%+22,650+6.6%Added
Geode Capital Management, LLC301,738$8.10M0.00%+11,995+4.1%Added
State Street Corp287,344$7.71M0.00%−30,654−9.6%Reduced
Assenagon Asset Management S.A.229,718$6.17M0.02%+153,538+201.5%Added
Charles Schwab Investment Management Inc201,286$5.40M0.00%−24,254−10.8%Reduced
Boston Partners194,345$5.22M0.01%+31,314+19.2%Added
RBF Capital, LLC147,830$3.97M0.23%+4,400+3.1%Added
Bank of New York Mellon Corp141,262$3.79M0.00%+13,598+10.7%Added
Nuveen Asset Management, LLC134,023$3.60M0.00%−21,052−13.6%Reduced
Nicholas Company, Inc.133,200$3.58M0.06%00.0%Unchanged
JPMorgan Chase & Co122,140$3.28M0.00%+37,404+44.1%Added
Citadel Advisors LLC120,144$3.22M0.00%+66,495+123.9%Added
Kennedy Capital Management, Inc.112,386$3.02M0.06%−483−0.4%Reduced
Bard Associates Inc111,861$3.00M1.15%−700−0.6%Reduced
Northern Trust Corp108,418$2.91M0.00%−11,683−9.7%Reduced
Two Sigma Investments, LP92,208$2.47M0.01%+5,851+6.8%Added
BNP Paribas Arbitrage, SA87,387$2.35M0.00%−492−0.6%Reduced
Two Sigma Advisers, LP86,700$2.33M0.01%−2,400−2.7%Reduced
Morgan Stanley84,110$2.26M0.00%−639,016−88.4%Reduced
Regions Financial Corp83,740$2.25M0.02%−19,551−18.9%Reduced
Jacobs Levy Equity Management, Inc77,388$2.08M0.01%−1,034−1.3%Reduced
Gsa Capital Partners LLP75,467$2.03M0.14%+24,444+47.9%Added
Arrowstreet Capital, Limited Partnership73,861$1.98M0.00%+37,802+104.8%Added
JB Capital Partners LP71,007$1.91M0.42%00.0%Unchanged
AXA S.A.69,438$1.86M0.00%+69,438New
Praetorian PR LLC69,422$1.86M0.68%+69,422New
Millennium Management LLC65,855$1.77M0.00%−87,355−57.0%Reduced
Mendel Money Management62,789$1.69M0.79%+2,755+4.6%Added
Susquehanna International Group, LLP61,679$1.66M0.00%+39,980+184.2%Added
Hillsdale Investment Management Inc.61,186$1.64M0.13%+5,100+9.1%Added
HRT Financial LP59,150$1.59M0.01%+36,290+158.7%Added
LPL Financial LLC54,280$1.46M0.00%+373+0.7%Added
Deerfield Management Company, L.P. (Series C)53,584$1.44M0.02%+35,605+198.0%Added
Tudor Investment Corp Et Al52,581$1.41M0.02%+10,952+26.3%Added
Invesco Ltd.48,931$1.31M0.00%−834−1.7%Reduced
Jane Street Group, LLC45,401$1.22M0.00%+45,401New
Bank of America Corp44,709$1.20M0.00%−1,217−2.6%Reduced
Price T Rowe Associates Inc43,452$1.17M0.00%+32,977+314.8%Added
PEAK6 Investments LLC43,517$1.17M0.05%+28,771+195.1%Added
UBS Group AG41,339$1.11M0.00%+2,849+7.4%Added
Marshall Wace, LLP38,414$1.03M0.00%+1,125+3.0%Added
First Trust Advisors LP37,922$1.02M0.00%+140+0.4%Added
Cubist Systematic Strategies, LLC36,549$981.0K0.02%+20,490+127.6%Added
Alberta Investment Management Corp32,200$864.2K0.01%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd30,304$813.4K0.04%+6,681+28.3%Added
Manatuck Hill Partners, LLC30,000$805.2K0.35%+30,000New
Qube Research & Technologies Ltd28,913$776.0K0.00%+23,681+452.6%Added
Goldman Sachs Group Inc28,202$756.9K0.00%+4,935+21.2%Added
Simplex Trading, LLC28,076$753.0K0.02%+27,151+2,935.2%Added
Wolverine Trading, LLC25,376$681.1K0.01%+25,376New
Rhumbline Advisers20,755$557.1K0.00%+1,616+8.4%Added
D. E. Shaw & Co., Inc.20,729$556.4K0.00%+3,814+22.5%Added
Linden Thomas Advisory Services, LLC18,861$506.2K0.08%+1,727+10.1%Added
American Century Companies Inc18,117$486.3K0.00%+2,607+16.8%Added
Nebula Research & Development LLC17,619$472.9K0.08%+3,604+25.7%Added
Values First Advisors, Inc.17,434$467.9K0.28%+22+0.1%Added
Sanders Morris Harris LLC15,290$410.4K0.07%−1,500−8.9%Reduced
AQR Capital Management LLC15,134$406.2K0.00%+1,279+9.2%Added
Maven Securities LTD14,824$397.9K0.06%+14,824New
Brown Advisory Inc14,600$391.9K0.00%00.0%Unchanged
Alliancebernstein L.P.13,690$367.4K0.00%+4,040+41.9%Added
State of Tennessee, Treasury Department12,288$329.8K0.00%+12,288New
DC Investments Management, LLC11,392$305.8K0.26%00.0%Unchanged
Algert Global LLC11,387$305.6K0.01%−10,561−48.1%Reduced
HSBC Holdings PLC11,371$303.0K0.00%+1,857+19.5%Added
Voya Investment Management LLC11,287$302.9K0.00%+254+2.3%Added
Connor, Clark & Lunn Investment Management Ltd.10,946$293.8K0.00%+10,946New
ExodusPoint Capital Management, LP10,363$278.0K0.00%−4,670−31.1%Reduced
Occudo Quantitative Strategies LP10,311$276.7K0.05%+10,311New
Sherbrooke Park Advisers LLC10,301$276.5K0.05%+10,301New
Russell Investments Group, Ltd.10,291$276.2K0.00%+50.0%Added
Quest Partners LLC9,983$267.9K0.04%+1,755+21.3%Added
State of Wisconsin Investment Board9,621$258.2K0.00%−22−0.2%Reduced
Quadrature Capital Ltd9,328$250.4K0.00%+9,328New
Engineers Gate Manager LP8,654$232.3K0.01%+8,654New
Verity Asset Management, Inc.8,300$222.8K0.09%+8,300New
MetLife Investment Management8,198$220.0K0.00%+1,810+28.3%Added
Dynamic Technology Lab Private Ltd7,939$213.0K0.02%+7,939New
XTX Topco Ltd7,727$207.4K0.02%+7,727New
TSA Wealth Managment LLC7,607$204.2K0.09%00.0%Unchanged
Corebridge Financial, Inc.7,348$197.2K0.00%+7,348New
Group One Trading, L.P.7,314$196.3K0.01%+7,314New
Deutsche Bank AG7,153$192.0K0.00%−893−11.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.6,508$174.7K0.00%+6,508New
EMC Capital Management6,227$167.0K0.10%00.0%Unchanged
Barclays PLC6,218$166.9K0.00%−7,501−54.7%Reduced
Aquatic Capital Management LLC6,100$163.7K0.01%+3,300+117.9%Added
New York State Common Retirement Fund5,514$148.0K0.00%+20.0%Added
Perritt Capital Management Inc5,101$136.9K0.07%+5,001+5,001.0%Added
Royal Bank of Canada4,889$131.0K0.00%−39,071−88.9%Reduced
Wells Fargo & Company4,773$128.1K0.00%+729+18.0%Added
Palouse Capital Management, Inc.3,932$105.5K0.07%00.0%Unchanged
Citigroup Inc3,909$104.9K0.00%+782+25.0%Added
Quantbot Technologies LP3,596$96.5K0.00%+235+7.0%Added