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
- 10.5M
- +1.41M (+15.6%) vs. Q2 2024
- Total value
- $343.5M
- +$100.6M (+41.4%) vs. Q2 2024
- New holders
- 26
- 49 more added
- Sold out
- 14
- 41 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 | $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, 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 2 | $66 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 6 | $210 | 0.00% | −129−95.6% | Reduced |
| True Wealth Design, LLC | 7 | $230 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 8 | $263 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $328 | 0.00% | +10 | New |
| Lindbrook Capital, LLC | 17 | $558 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $591 | 0.00% | +18 | New |
| Farther Finance Advisors, LLC | 20 | $657 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 21 | $689 | 0.00% | +21 | New |
| New England Capital Financial Advisors LLC | 31 | $1.02K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 52 | $1.71K | 0.00% | +24+85.7% | Added |
| Capital Performance Advisors LLP | 58 | $1.90K | 0.00% | +58 | New |
| GAMMA Investing LLC | 71 | $2.33K | 0.00% | +61+610.0% | Added |
| Smartleaf Asset Management LLC | 91 | $2.99K | 0.00% | +91 | New |
| CIBC Private Wealth Group, LLC | 100 | $3.28K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 114 | $3.74K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 143 | $4.70K | 0.00% | +143 | New |
| Harbor Capital Advisors, Inc. | 141 | $5.00K | 0.00% | +141 | New |
| Cullen/Frost Bankers, Inc. | 181 | $5.94K | 0.00% | +181 | New |
| Salem Investment Counselors Inc | 248 | $8.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 270 | $8.86K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 272 | $8.93K | 0.00% | +21+8.4% | Added |
| National Bank of Canada | 275 | $9.03K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $9.85K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 455 | $15.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 482 | $15.8K | 0.00% | +6+1.3% | Added |
| CWM, LLC | 485 | $16.0K | 0.00% | +218+81.6% | Added |
| nVerses Capital, LLC | 500 | $16.4K | 0.01% | −800−61.5% | Reduced |
| Whittier Trust Co | 600 | $19.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 600 | $19.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 852 | $28.0K | 0.00% | +271+46.6% | Added |
| Advisor Group Holdings, Inc. | 932 | $30.6K | 0.00% | +136+17.1% | Added |
| California State Teachers Retirement System | 990 | $32.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $32.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,188 | $39.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,367 | $44.9K | 0.00% | −53−3.7% | Reduced |
| Quantbot Technologies LP | 1,570 | $51.5K | 0.00% | −2,026−56.3% | Reduced |
| Palouse Capital Management, Inc. | 3,932 | $129.1K | 0.08% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,697 | $154.2K | 0.00% | +4,297+1,074.3% | Added |
| Wells Fargo & Company | 5,015 | $164.6K | 0.00% | +242+5.1% | Added |
| Perritt Capital Management Inc | 5,102 | $167.5K | 0.09% | +10.0% | Added |
| New York State Common Retirement Fund | 5,514 | $181.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,224 | $204.3K | 0.00% | +6,224 | New |
| Engineers Gate Manager LP | 6,232 | $204.6K | 0.00% | −2,422−28.0% | Reduced |
| SG Americas Securities, LLC | 6,306 | $207.0K | 0.00% | +6,306 | New |
| Inceptionr LLC | 6,375 | $209.3K | 0.05% | +6,375 | New |
| Group One Trading, L.P. | 6,599 | $216.6K | 0.01% | −715−9.8% | Reduced |
| Mariner, LLC | 6,680 | $219.3K | 0.00% | +6,680 | New |
| Tower Research Capital LLC (TRC) | 6,815 | $223.7K | 0.01% | +3,873+131.6% | Added |
| Royal Bank of Canada | 6,992 | $229.0K | 0.00% | +2,103+43.0% | Added |
| Aquatic Capital Management LLC | 7,000 | $229.8K | 0.01% | +900+14.8% | Added |
| Principal Financial Group Inc | 7,076 | $232.3K | 0.00% | +7,076 | New |
| EMC Capital Management | 4,808 | $234.0K | 0.19% | −1,419−22.8% | Reduced |
| AJOVista, LLC | 7,296 | $239.5K | 1.02% | +7,296 | New |
| Corebridge Financial, Inc. | 7,304 | $239.8K | 0.00% | −44−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,552 | $247.9K | 0.00% | +1,044+16.0% | Added |
| Jump Financial, LLC | 7,600 | $249.5K | 0.01% | +7,600 | New |
| TSA Wealth Managment LLC | 7,607 | $249.7K | 0.10% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,705 | $253.0K | 0.00% | −1,916−19.9% | Reduced |
| Versor Investments LP | 7,887 | $258.9K | 0.04% | +7,887 | New |
| MetLife Investment Management | 7,977 | $261.9K | 0.00% | −221−2.7% | Reduced |
| Balyasny Asset Management LLC | 8,075 | $265.1K | 0.00% | +8,075 | New |
| XTX Topco Ltd | 9,064 | $297.6K | 0.02% | +1,337+17.3% | Added |
| Occudo Quantitative Strategies LP | 9,120 | $299.4K | 0.05% | −1,191−11.6% | Reduced |
| Zacks Investment Management | 9,500 | $311.9K | 0.00% | +9,500 | New |
| Nebula Research & Development LLC | 9,612 | $315.6K | 0.04% | −8,007−45.4% | Reduced |
| Deutsche Bank AG | 9,892 | $324.8K | 0.00% | +2,739+38.3% | Added |
| Russell Investments Group, Ltd. | 9,899 | $325.0K | 0.00% | −392−3.8% | Reduced |
| Gsa Capital Partners LLP | 10,114 | $332.0K | 0.03% | −65,353−86.6% | Reduced |
| Quest Partners LLC | 10,168 | $333.8K | 0.03% | +185+1.9% | Added |
| State of Tennessee, Treasury Department | 10,482 | $344.1K | 0.00% | −1,806−14.7% | Reduced |
| Man Group plc | 11,069 | $363.4K | 0.00% | +11,069 | New |
| Voya Investment Management LLC | 11,328 | $371.9K | 0.00% | +41+0.4% | Added |
| DC Investments Management, LLC | 11,392 | $374.0K | 0.26% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 13,200 | $433.4K | 0.86% | +13,200 | New |
| Alliancebernstein L.P. | 13,690 | $449.4K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 13,904 | $456.5K | 0.01% | +2,517+22.1% | Added |
| Citigroup Inc | 14,321 | $470.2K | 0.00% | +10,412+266.4% | Added |
| Brown Advisory Inc | 14,600 | $479.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 15,419 | $506.1K | 0.01% | −9,957−39.2% | Reduced |
| UBS Group AG | 16,792 | $551.3K | 0.00% | −24,547−59.4% | Reduced |
| Values First Advisors, Inc. | 17,228 | $565.6K | 0.31% | −206−1.2% | Reduced |
| HRT Financial LP | 19,847 | $651.0K | 0.00% | −39,303−66.4% | Reduced |
| Maven Securities LTD | 20,000 | $656.6K | 0.07% | +5,176+34.9% | Added |
| Rhumbline Advisers | 20,046 | $658.1K | 0.00% | −709−3.4% | Reduced |
| Barclays PLC | 20,433 | $670.8K | 0.00% | +14,215+228.6% | Added |
| American Century Companies Inc | 21,992 | $722.0K | 0.00% | +3,875+21.4% | Added |
| Linden Thomas Advisory Services, LLC | 22,264 | $730.9K | 0.10% | +3,403+18.0% | Added |
| Tudor Investment Corp Et Al | 23,146 | $759.9K | 0.01% | −29,435−56.0% | Reduced |
| AQR Capital Management LLC | 24,076 | $790.4K | 0.00% | +8,942+59.1% | Added |
| Cubist Systematic Strategies, LLC | 26,180 | $859.5K | 0.01% | −10,369−28.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,379 | $866.0K | 0.00% | +15,433+141.0% | Added |
| Invesco Ltd. | 30,370 | $997.0K | 0.00% | −18,561−37.9% | Reduced |
| Bank of America Corp | 31,954 | $1.05M | 0.00% | −12,755−28.5% | Reduced |
| Alberta Investment Management Corp | 32,200 | $1.06M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 32,207 | $1.06M | 0.00% | −29,472−47.8% | Reduced |
| Millennium Management LLC | 32,770 | $1.08M | 0.00% | −33,085−50.2% | Reduced |
| Marshall Wace, LLP | 34,690 | $1.14M | 0.00% | −3,724−9.7% | Reduced |
| AXA S.A. | 34,719 | $1.14M | 0.00% | 00.0% | Unchanged |