Carriage Services Inc

CSV

Exchange: NYSE
Industry: Services-Personal Services
SEC CIK: 0001016281

SEC filings (opens in a new tab)

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.

Q3 2024 vs. Q2 2024

How the institutions holding Carriage Services Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of CSV: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	133	1	144	+12
Shares	10.0M	984.9K	10.5M	+1.41M (+15.6%)
Value	$269.3M	$26.4M	$343.5M	+$100.6M (+41.4%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Carriage Services Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to CSV in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	978,449	$32.1M	0.00%
Allspring Global Investments Holdings, LLC	131,288	$4.31M	0.01%
Kingsview Wealth Management, LLC	65,526	$2.15M	0.05%
NFJ Investment Group, LLC	54,347	$1.78M	0.05%
Penn Mutual Asset Management, LLC	13,200	$433.4K	0.86%
Man Group plc	11,069	$363.4K	0.00%
Zacks Investment Management	9,500	$311.9K	0.00%
Balyasny Asset Management LLC	8,075	$265.1K	0.00%
Versor Investments LP	7,887	$258.9K	0.04%
Jump Financial, LLC	7,600	$249.5K	0.01%
AJOVista, LLC	7,296	$239.5K	1.02%
Principal Financial Group Inc	7,076	$232.3K	0.00%
Mariner, LLC	6,680	$219.3K	0.00%
Inceptionr LLC	6,375	$209.3K	0.05%
SG Americas Securities, LLC	6,306	$207.0K	0.00%
Verition Fund Management LLC	6,224	$204.3K	0.00%
Cullen/Frost Bankers, Inc.	181	$5.94K	0.00%
Harbor Capital Advisors, Inc.	141	$5.00K	0.00%
Venturi Wealth Management, LLC	143	$4.70K	0.00%
Smartleaf Asset Management LLC	91	$2.99K	0.00%
Capital Performance Advisors LLP	58	$1.90K	0.00%
Sterling Capital Management LLC	21	$689	0.00%
Allworth Financial LP	18	$591	0.00%
Rothschild Investment LLC	10	$328	0.00%
True Wealth Design, LLC	7	$230	0.00%
Northwestern Mutual Wealth Management Co	2	$66	0.00%

Sold out (14)

Institutions that held Carriage Services Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of CSV in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Deerfield Management Company, L.P. (Series C)	53,584	$1.44M
Y-Intercept (Hong Kong) Ltd	30,304	$813.4K
D. E. Shaw & Co., Inc.	20,729	$556.4K
Sanders Morris Harris LLC	15,290	$410.4K
HSBC Holdings PLC	11,371	$303.0K
ExodusPoint Capital Management, LP	10,363	$278.0K
Sherbrooke Park Advisers LLC	10,301	$276.5K
Quadrature Capital Ltd	9,328	$250.4K
Verity Asset Management, Inc.	8,300	$222.8K
Dynamic Technology Lab Private Ltd	7,939	$213.0K
Point72 (DIFC) Ltd	1,861	$49.9K
State of Wyoming	1,587	$42.6K
Point72 Asia (Singapore) Pte. Ltd.	762	$20.5K
Innealta Capital, LLC	14	$376

Not filed for Q3 2024 yet (1)

Institutions that held Carriage Services Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSV in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	984,910	$26.4M