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
- 10.0M
- +117.2K (+1.2%) vs. Q1 2024
- Total value
- $269.3M
- +$1.17M (+0.4%) 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 8 | $215 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 10 | $268 | 0.00% | +10 | New |
| Innealta Capital, LLC | 14 | $376 | 0.00% | +14 | New |
| Lindbrook Capital, LLC | 17 | $456 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 20 | $530 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 28 | $752 | 0.00% | +7+33.3% | Added |
| New England Capital Financial Advisors LLC | 31 | $831 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $2.63K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 114 | $3.06K | 0.00% | +101+776.9% | Added |
| Creekmur Asset Management LLC | 135 | $3.63K | 0.00% | −1,271−90.4% | Reduced |
| Salem Investment Counselors Inc | 248 | $6.66K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 251 | $6.74K | 0.00% | −365−59.3% | Reduced |
| CWM, LLC | 267 | $7.00K | 0.00% | +65+32.2% | Added |
| IFP Advisors, Inc | 270 | $7.25K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 275 | $7.26K | 0.00% | +275 | New |
| Old Point Trust & Financial Services N A | 300 | $8.05K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 400 | $10.7K | 0.00% | +400 | New |
| Amalgamated Bank | 455 | $12.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 476 | $12.8K | 0.00% | +21+4.6% | Added |
| FMR LLC | 581 | $15.6K | 0.00% | +170+41.4% | Added |
| Brown Brothers Harriman & Co | 600 | $16.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $16.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 762 | $20.5K | 0.00% | −242−24.1% | Reduced |
| Advisor Group Holdings, Inc. | 796 | $21.4K | 0.00% | +14+1.8% | Added |
| California State Teachers Retirement System | 990 | $26.6K | 0.00% | −12,474−92.6% | Reduced |
| Huntington National Bank | 1,000 | $26.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $26.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,188 | $31.9K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,300 | $34.9K | 0.02% | +1,100+550.0% | Added |
| Legal & General Group Plc | 1,420 | $38.1K | 0.00% | −14,045−90.8% | Reduced |
| State of Wyoming | 1,587 | $42.6K | 0.01% | +1,587 | New |
| Point72 (DIFC) Ltd | 1,861 | $49.9K | 0.00% | +1,600+613.0% | Added |
| Tower Research Capital LLC (TRC) | 2,942 | $79.0K | 0.00% | +2,798+1,943.1% | Added |
| Quantbot Technologies LP | 3,596 | $96.5K | 0.00% | +235+7.0% | Added |
| Citigroup Inc | 3,909 | $104.9K | 0.00% | +782+25.0% | Added |
| Palouse Capital Management, Inc. | 3,932 | $105.5K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,773 | $128.1K | 0.00% | +729+18.0% | Added |
| Royal Bank of Canada | 4,889 | $131.0K | 0.00% | −39,071−88.9% | Reduced |
| Perritt Capital Management Inc | 5,101 | $136.9K | 0.07% | +5,001+5,001.0% | Added |
| New York State Common Retirement Fund | 5,514 | $148.0K | 0.00% | +20.0% | Added |
| Aquatic Capital Management LLC | 6,100 | $163.7K | 0.01% | +3,300+117.9% | Added |
| Barclays PLC | 6,218 | $166.9K | 0.00% | −7,501−54.7% | Reduced |
| EMC Capital Management | 6,227 | $167.0K | 0.10% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,508 | $174.7K | 0.00% | +6,508 | New |
| Deutsche Bank AG | 7,153 | $192.0K | 0.00% | −893−11.1% | Reduced |
| Group One Trading, L.P. | 7,314 | $196.3K | 0.01% | +7,314 | New |
| Corebridge Financial, Inc. | 7,348 | $197.2K | 0.00% | +7,348 | New |
| TSA Wealth Managment LLC | 7,607 | $204.2K | 0.09% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,727 | $207.4K | 0.02% | +7,727 | New |
| Dynamic Technology Lab Private Ltd | 7,939 | $213.0K | 0.02% | +7,939 | New |
| MetLife Investment Management | 8,198 | $220.0K | 0.00% | +1,810+28.3% | Added |
| Verity Asset Management, Inc. | 8,300 | $222.8K | 0.09% | +8,300 | New |
| Engineers Gate Manager LP | 8,654 | $232.3K | 0.01% | +8,654 | New |
| Quadrature Capital Ltd | 9,328 | $250.4K | 0.00% | +9,328 | New |
| State of Wisconsin Investment Board | 9,621 | $258.2K | 0.00% | −22−0.2% | Reduced |
| Quest Partners LLC | 9,983 | $267.9K | 0.04% | +1,755+21.3% | Added |
| Russell Investments Group, Ltd. | 10,291 | $276.2K | 0.00% | +50.0% | Added |
| Sherbrooke Park Advisers LLC | 10,301 | $276.5K | 0.05% | +10,301 | New |
| Occudo Quantitative Strategies LP | 10,311 | $276.7K | 0.05% | +10,311 | New |
| ExodusPoint Capital Management, LP | 10,363 | $278.0K | 0.00% | −4,670−31.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,946 | $293.8K | 0.00% | +10,946 | New |
| Voya Investment Management LLC | 11,287 | $302.9K | 0.00% | +254+2.3% | Added |
| HSBC Holdings PLC | 11,371 | $303.0K | 0.00% | +1,857+19.5% | Added |
| Algert Global LLC | 11,387 | $305.6K | 0.01% | −10,561−48.1% | Reduced |
| DC Investments Management, LLC | 11,392 | $305.8K | 0.26% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 12,288 | $329.8K | 0.00% | +12,288 | New |
| Alliancebernstein L.P. | 13,690 | $367.4K | 0.00% | +4,040+41.9% | Added |
| Brown Advisory Inc | 14,600 | $391.9K | 0.00% | 00.0% | Unchanged |
| Maven Securities LTD | 14,824 | $397.9K | 0.06% | +14,824 | New |
| AQR Capital Management LLC | 15,134 | $406.2K | 0.00% | +1,279+9.2% | Added |
| Sanders Morris Harris LLC | 15,290 | $410.4K | 0.07% | −1,500−8.9% | Reduced |
| Values First Advisors, Inc. | 17,434 | $467.9K | 0.28% | +22+0.1% | Added |
| Nebula Research & Development LLC | 17,619 | $472.9K | 0.08% | +3,604+25.7% | Added |
| American Century Companies Inc | 18,117 | $486.3K | 0.00% | +2,607+16.8% | Added |
| Linden Thomas Advisory Services, LLC | 18,861 | $506.2K | 0.08% | +1,727+10.1% | Added |
| D. E. Shaw & Co., Inc. | 20,729 | $556.4K | 0.00% | +3,814+22.5% | Added |
| Rhumbline Advisers | 20,755 | $557.1K | 0.00% | +1,616+8.4% | Added |
| Wolverine Trading, LLC | 25,376 | $681.1K | 0.01% | +25,376 | New |
| Simplex Trading, LLC | 28,076 | $753.0K | 0.02% | +27,151+2,935.2% | Added |
| Goldman Sachs Group Inc | 28,202 | $756.9K | 0.00% | +4,935+21.2% | Added |
| Qube Research & Technologies Ltd | 28,913 | $776.0K | 0.00% | +23,681+452.6% | Added |
| Manatuck Hill Partners, LLC | 30,000 | $805.2K | 0.35% | +30,000 | New |
| Y-Intercept (Hong Kong) Ltd | 30,304 | $813.4K | 0.04% | +6,681+28.3% | Added |
| Alberta Investment Management Corp | 32,200 | $864.2K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 34,719 | $931.9K | 0.00% | +34,719 | New |
| Cubist Systematic Strategies, LLC | 36,549 | $981.0K | 0.02% | +20,490+127.6% | Added |
| First Trust Advisors LP | 37,922 | $1.02M | 0.00% | +140+0.4% | Added |
| Marshall Wace, LLP | 38,414 | $1.03M | 0.00% | +1,125+3.0% | Added |
| UBS Group AG | 41,339 | $1.11M | 0.00% | +2,849+7.4% | Added |
| PEAK6 Investments LLC | 43,517 | $1.17M | 0.05% | +28,771+195.1% | Added |
| Price T Rowe Associates Inc | 43,452 | $1.17M | 0.00% | +32,977+314.8% | Added |
| Bank of America Corp | 44,709 | $1.20M | 0.00% | −1,217−2.6% | Reduced |
| Jane Street Group, LLC | 45,401 | $1.22M | 0.00% | +45,401 | New |
| Invesco Ltd. | 48,931 | $1.31M | 0.00% | −834−1.7% | Reduced |
| Tudor Investment Corp Et Al | 52,581 | $1.41M | 0.02% | +10,952+26.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 53,584 | $1.44M | 0.02% | +35,605+198.0% | Added |
| LPL Financial LLC | 54,280 | $1.46M | 0.00% | +373+0.7% | Added |
| HRT Financial LP | 59,150 | $1.59M | 0.01% | +36,290+158.7% | Added |
| JPMorgan Chase & Co | 61,070 | $1.64M | 0.00% | +18,702+44.1% | Added |
| Hillsdale Investment Management Inc. | 61,186 | $1.64M | 0.13% | +5,100+9.1% | Added |