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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
10.0M
+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.

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: 172 institutionsQ4 2025: 155 institutionsQ1 2026: 167 institutionsQ2 2026: 157 institutions
Value heldQ2 2024: $269.3M
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, 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
Tower Research Capital LLC (TRC)2,942$79.0K0.00%+2,798+1,943.1%Added
Point72 (DIFC) Ltd1,861$49.9K0.00%+1,600+613.0%Added
State of Wyoming1,587$42.6K0.01%+1,587New
Legal & General Group Plc1,420$38.1K0.00%−14,045−90.8%Reduced
nVerses Capital, LLC1,300$34.9K0.02%+1,100+550.0%Added
Ameritas Investment Partners, Inc.1,188$31.9K0.00%00.0%Unchanged
Huntington National Bank1,000$26.8K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC1,000$26.8K0.01%00.0%Unchanged
California State Teachers Retirement System990$26.6K0.00%−12,474−92.6%Reduced
Advisor Group Holdings, Inc.796$21.4K0.00%+14+1.8%Added
Point72 Asia (Singapore) Pte. Ltd.762$20.5K0.00%−242−24.1%Reduced
Brown Brothers Harriman & Co600$16.1K0.00%00.0%Unchanged
Whittier Trust Co600$16.1K0.00%00.0%Unchanged
FMR LLC581$15.6K0.00%+170+41.4%Added
Public Employees Retirement System of Ohio476$12.8K0.00%+21+4.6%Added
Amalgamated Bank455$12.0K0.00%00.0%Unchanged
Point72 Asset Management, L.P.400$10.7K0.00%+400New
Old Point Trust & Financial Services N A300$8.05K0.00%00.0%Unchanged
National Bank of Canada275$7.26K0.00%+275New
IFP Advisors, Inc270$7.25K0.00%00.0%Unchanged
CWM, LLC267$7.00K0.00%+65+32.2%Added
Quadrant Capital Group LLC251$6.74K0.00%−365−59.3%Reduced
Salem Investment Counselors Inc248$6.66K0.00%00.0%Unchanged
Creekmur Asset Management LLC135$3.63K0.00%−1,271−90.4%Reduced
The PNC Financial Services Group, Inc.114$3.06K0.00%+101+776.9%Added
CIBC Private Wealth Group, LLC100$2.63K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC31$8310.00%00.0%Unchanged
Nisa Investment Advisors, LLC28$7520.00%+7+33.3%Added
Farther Finance Advisors, LLC20$5300.00%00.0%Unchanged
Lindbrook Capital, LLC17$4560.00%+17New
Innealta Capital, LLC14$3760.00%+14New
GAMMA Investing LLC10$2680.00%+10New
Parallel Advisors, LLC8$2150.00%00.0%Unchanged
Harbert Fund Advisors, Inc.0$00.00%−208,497−100.0%Sold out
Repertoire Partners LP0$00.00%−93,157−100.0%Sold out
Mill Road Capital Management LLC0$00.00%−32,900−100.0%Sold out
Swiss National Bank0$00.00%−26,571−100.0%Sold out
Trexquant Investment LP0$00.00%−23,234−100.0%Sold out
New York Life Investment Management LLC0$00.00%−13,426−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−12,815−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−12,470−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−11,065−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−10,995−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−9,660−100.0%Sold out
Jump Financial, LLC0$00.00%−9,400−100.0%Sold out
Centiva Capital, LP0$00.00%−9,309−100.0%Sold out
Inceptionr LLC0$00.00%−8,392−100.0%Sold out
American International Group, Inc.0$00.00%−6,610−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−3,907−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−920−100.0%Sold out
Great West Life Assurance Co0$00.00%−745−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−3−100.0%Sold out
Credit Suisse AG––––Not filed