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, Q3 2024
Institutional positions in Carriage Services Inc as of Sep 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
- 144
- +12 vs. Q2 2024
- Shares held
- 10.6M
- +1.43M (+15.7%) vs. Q2 2024
- Total value
- $347.4M
- +$101.9M (+41.5%) vs. Q2 2024
- New holders
- 26
- 49 more added
- Sold out
- 14
- 42 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $508.5M |
| Q3 2025 | 173 | $549.1M |
| Q2 2025 | 161 | $545.1M |
| Q1 2025 | 157 | $448.1M |
| Q4 2024 | 153 | $436.0M |
| Q3 2024 | 144 | $347.4M |
| Q2 2024 | 133 | $271.9M |
| Q1 2024 | 129 | $282.9M |
| Q4 2023 | 114 | $259.5M |
| 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 | $780.7M |
| Q3 2021 | 133 | $556.7M |
| Q2 2021 | 135 | $498.7M |
| Q1 2021 | 133 | $478.1M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,642,979 | $53.9M | 0.01% | +315,577+23.8% | Added |
| BlackRock, Inc. | 978,449 | $32.1M | 0.00% | +978,449 | New |
| Vanguard Group Inc | 931,512 | $30.6M | 0.00% | +16,215+1.8% | Added |
| Dimensional Fund Advisors LP | 725,748 | $23.8M | 0.01% | +13,936+2.0% | Added |
| Renaissance Technologies LLC | 558,100 | $18.3M | 0.03% | −58,400−9.5% | Reduced |
| LSV Asset Management | 525,559 | $17.3M | 0.04% | +59,566+12.8% | Added |
| Heartland Advisors Inc | 345,550 | $11.3M | 0.59% | −19,600−5.4% | Reduced |
| Geode Capital Management, LLC | 314,864 | $10.3M | 0.00% | +13,126+4.4% | Added |
| State Street Corp | 287,960 | $9.45M | 0.00% | +616+0.2% | Added |
| JPMorgan Chase & Co | 237,782 | $7.81M | 0.00% | +115,642+94.7% | Added |
| Arrowstreet Capital, Limited Partnership | 202,886 | $6.66M | 0.01% | +129,025+174.7% | Added |
| Boston Partners | 190,550 | $6.26M | 0.01% | −3,795−2.0% | Reduced |
| Morgan Stanley | 180,064 | $5.91M | 0.00% | +95,954+114.1% | Added |
| Charles Schwab Investment Management Inc | 169,163 | $5.55M | 0.00% | −32,123−16.0% | Reduced |
| RBF Capital, LLC | 143,430 | $4.71M | 0.24% | −4,400−3.0% | Reduced |
| Bank of New York Mellon Corp | 134,914 | $4.43M | 0.00% | −6,348−4.5% | Reduced |
| Nuveen Asset Management, LLC | 134,278 | $4.41M | 0.00% | +255+0.2% | Added |
| Nicholas Company, Inc. | 133,200 | $4.37M | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 131,288 | $4.31M | 0.01% | +131,288 | New |
| Bard Associates Inc | 111,861 | $3.67M | 1.25% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 110,881 | $3.64M | 0.08% | −1,505−1.3% | Reduced |
| Northern Trust Corp | 110,165 | $3.62M | 0.00% | +1,747+1.6% | Added |
| Assenagon Asset Management S.A. | 104,072 | $3.42M | 0.01% | −125,646−54.7% | Reduced |
| Two Sigma Advisers, LP | 100,100 | $3.29M | 0.01% | +13,400+15.5% | Added |
| Two Sigma Investments, LP | 91,828 | $3.01M | 0.01% | −380−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 82,238 | $2.70M | 0.01% | +4,850+6.3% | Added |
| Praetorian PR LLC | 80,000 | $2.63M | 1.03% | +10,578+15.2% | Added |
| BNP Paribas Arbitrage, SA | 75,199 | $2.47M | 0.00% | −12,188−13.9% | Reduced |
| JB Capital Partners LP | 71,007 | $2.32M | 0.45% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 65,585 | $2.15M | 0.00% | +22,133+50.9% | Added |
| Kingsview Wealth Management, LLC | 65,526 | $2.15M | 0.05% | +65,526 | New |
| Mendel Money Management | 64,448 | $2.12M | 0.91% | +1,659+2.6% | Added |
| Regions Financial Corp | 63,824 | $2.10M | 0.02% | −19,916−23.8% | Reduced |
| Citadel Advisors LLC | 60,920 | $2.00M | 0.00% | −59,224−49.3% | Reduced |
| Hillsdale Investment Management Inc. | 60,686 | $1.99M | 0.15% | −500−0.8% | Reduced |
| LPL Financial LLC | 58,670 | $1.93M | 0.00% | +4,390+8.1% | Added |
| Goldman Sachs Group Inc | 54,979 | $1.80M | 0.00% | +26,777+94.9% | Added |
| NFJ Investment Group, LLC | 54,347 | $1.78M | 0.05% | +54,347 | New |
| Jane Street Group, LLC | 49,481 | $1.62M | 0.00% | +4,080+9.0% | Added |
| Manatuck Hill Partners, LLC | 45,000 | $1.48M | 0.56% | +15,000+50.0% | Added |
| First Trust Advisors LP | 44,862 | $1.47M | 0.00% | +6,940+18.3% | Added |
| Qube Research & Technologies Ltd | 38,525 | $1.26M | 0.00% | +9,612+33.2% | Added |
| PEAK6 Investments LLC | 37,174 | $1.22M | 0.06% | −6,343−14.6% | Reduced |
| Simplex Trading, LLC | 37,143 | $1.22M | 0.04% | +9,067+32.3% | Added |
| AXA S.A. | 34,719 | $1.14M | 0.00% | −34,719−50.0% | Reduced |
| Marshall Wace, LLP | 34,690 | $1.14M | 0.00% | −3,724−9.7% | Reduced |
| Millennium Management LLC | 32,770 | $1.08M | 0.00% | −33,085−50.2% | Reduced |
| Susquehanna International Group, LLP | 32,207 | $1.06M | 0.00% | −29,472−47.8% | Reduced |
| Alberta Investment Management Corp | 32,200 | $1.06M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 31,954 | $1.05M | 0.00% | −12,755−28.5% | Reduced |
| Invesco Ltd. | 30,370 | $997.0K | 0.00% | −18,561−37.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,379 | $866.0K | 0.00% | +15,433+141.0% | Added |
| Cubist Systematic Strategies, LLC | 26,180 | $859.5K | 0.01% | −10,369−28.4% | Reduced |
| AQR Capital Management LLC | 24,076 | $790.4K | 0.00% | +8,942+59.1% | Added |
| Tudor Investment Corp Et Al | 23,146 | $759.9K | 0.01% | −29,435−56.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 22,264 | $730.9K | 0.10% | +3,403+18.0% | Added |
| American Century Companies Inc | 21,992 | $722.0K | 0.00% | +3,875+21.4% | Added |
| Barclays PLC | 20,433 | $670.8K | 0.00% | +14,215+228.6% | Added |
| Rhumbline Advisers | 20,046 | $658.1K | 0.00% | −709−3.4% | Reduced |
| Maven Securities LTD | 20,000 | $656.6K | 0.07% | +5,176+34.9% | Added |
| HRT Financial LP | 19,847 | $651.0K | 0.00% | −39,303−66.4% | Reduced |
| Values First Advisors, Inc. | 17,228 | $565.6K | 0.31% | −206−1.2% | Reduced |
| UBS Group AG | 16,792 | $551.3K | 0.00% | −24,547−59.4% | Reduced |
| Wolverine Trading, LLC | 15,419 | $506.1K | 0.01% | −9,957−39.2% | Reduced |
| Brown Advisory Inc | 14,600 | $479.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 14,321 | $470.2K | 0.00% | +10,412+266.4% | Added |
| Algert Global LLC | 13,904 | $456.5K | 0.01% | +2,517+22.1% | Added |
| Alliancebernstein L.P. | 13,690 | $449.4K | 0.00% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 13,200 | $433.4K | 0.86% | +13,200 | New |
| DC Investments Management, LLC | 11,392 | $374.0K | 0.26% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,328 | $371.9K | 0.00% | +41+0.4% | Added |
| Man Group plc | 11,069 | $363.4K | 0.00% | +11,069 | New |
| State of Tennessee, Treasury Department | 10,482 | $344.1K | 0.00% | −1,806−14.7% | Reduced |
| Quest Partners LLC | 10,168 | $333.8K | 0.03% | +185+1.9% | Added |
| Gsa Capital Partners LLP | 10,114 | $332.0K | 0.03% | −65,353−86.6% | Reduced |
| Russell Investments Group, Ltd. | 9,899 | $325.0K | 0.00% | −392−3.8% | Reduced |
| Deutsche Bank AG | 9,892 | $324.8K | 0.00% | +2,739+38.3% | Added |
| Nebula Research & Development LLC | 9,612 | $315.6K | 0.04% | −8,007−45.4% | Reduced |
| Zacks Investment Management | 9,500 | $311.9K | 0.00% | +9,500 | New |
| Occudo Quantitative Strategies LP | 9,120 | $299.4K | 0.05% | −1,191−11.6% | Reduced |
| XTX Topco Ltd | 9,064 | $297.6K | 0.02% | +1,337+17.3% | Added |
| Balyasny Asset Management LLC | 8,075 | $265.1K | 0.00% | +8,075 | New |
| MetLife Investment Management | 7,977 | $261.9K | 0.00% | −221−2.7% | Reduced |
| Versor Investments LP | 7,887 | $258.9K | 0.04% | +7,887 | New |
| State of Wisconsin Investment Board | 7,705 | $253.0K | 0.00% | −1,916−19.9% | Reduced |
| TSA Wealth Managment LLC | 7,607 | $249.7K | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,600 | $249.5K | 0.01% | +7,600 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,552 | $247.9K | 0.00% | +1,044+16.0% | Added |
| Corebridge Financial, Inc. | 7,304 | $239.8K | 0.00% | −44−0.6% | Reduced |
| AJOVista, LLC | 7,296 | $239.5K | 1.02% | +7,296 | New |
| EMC Capital Management | 4,808 | $234.0K | 0.15% | −1,419−22.8% | Reduced |
| Principal Financial Group Inc | 7,076 | $232.3K | 0.00% | +7,076 | New |
| Aquatic Capital Management LLC | 7,000 | $229.8K | 0.01% | +900+14.8% | Added |
| Royal Bank of Canada | 6,992 | $229.0K | 0.00% | +2,103+43.0% | Added |
| Tower Research Capital LLC (TRC) | 6,815 | $223.7K | 0.01% | +3,873+131.6% | Added |
| Mariner, LLC | 6,680 | $219.3K | 0.00% | +6,680 | New |
| Group One Trading, L.P. | 6,599 | $216.6K | 0.01% | −715−9.8% | Reduced |
| Inceptionr LLC | 6,375 | $209.3K | 0.05% | +6,375 | New |
| SG Americas Securities, LLC | 6,306 | $207.0K | 0.00% | +6,306 | New |
| Engineers Gate Manager LP | 6,232 | $204.6K | 0.00% | −2,422−28.0% | Reduced |