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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 37,143 | $1.22M | 0.04% | +9,067+32.3% | Added |
| PEAK6 Investments LLC | 37,174 | $1.22M | 0.06% | −6,343−14.6% | Reduced |
| Qube Research & Technologies Ltd | 38,525 | $1.26M | 0.00% | +9,612+33.2% | Added |
| First Trust Advisors LP | 44,862 | $1.47M | 0.00% | +6,940+18.3% | Added |
| Manatuck Hill Partners, LLC | 45,000 | $1.48M | 0.56% | +15,000+50.0% | Added |
| Jane Street Group, LLC | 49,481 | $1.62M | 0.00% | +4,080+9.0% | Added |
| NFJ Investment Group, LLC | 54,347 | $1.78M | 0.05% | +54,347 | New |
| Goldman Sachs Group Inc | 54,979 | $1.80M | 0.00% | +26,777+94.9% | Added |
| LPL Financial LLC | 58,670 | $1.93M | 0.00% | +4,390+8.1% | Added |
| Hillsdale Investment Management Inc. | 60,686 | $1.99M | 0.15% | −500−0.8% | Reduced |
| Citadel Advisors LLC | 60,920 | $2.00M | 0.00% | −59,224−49.3% | Reduced |
| Regions Financial Corp | 63,824 | $2.10M | 0.02% | −19,916−23.8% | Reduced |
| Mendel Money Management | 64,448 | $2.12M | 0.91% | +1,659+2.6% | Added |
| Kingsview Wealth Management, LLC | 65,526 | $2.15M | 0.05% | +65,526 | New |
| Price T Rowe Associates Inc | 65,585 | $2.15M | 0.00% | +22,133+50.9% | Added |
| JB Capital Partners LP | 71,007 | $2.32M | 0.45% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 75,199 | $2.47M | 0.00% | −12,188−13.9% | Reduced |
| Praetorian PR LLC | 80,000 | $2.63M | 1.03% | +10,578+15.2% | Added |
| Jacobs Levy Equity Management, Inc | 82,238 | $2.70M | 0.01% | +4,850+6.3% | Added |
| Two Sigma Investments, LP | 91,828 | $3.01M | 0.01% | −380−0.4% | Reduced |
| Two Sigma Advisers, LP | 100,100 | $3.29M | 0.01% | +13,400+15.5% | Added |
| Assenagon Asset Management S.A. | 104,072 | $3.42M | 0.01% | −125,646−54.7% | Reduced |
| Northern Trust Corp | 110,165 | $3.62M | 0.00% | +1,747+1.6% | Added |
| Kennedy Capital Management, Inc. | 110,881 | $3.64M | 0.08% | −1,505−1.3% | Reduced |
| Bard Associates Inc | 111,861 | $3.67M | 1.25% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 118,891 | $3.90M | 0.00% | +57,821+94.7% | Added |
| Allspring Global Investments Holdings, LLC | 131,288 | $4.31M | 0.01% | +131,288 | New |
| Nicholas Company, Inc. | 133,200 | $4.37M | 0.07% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 134,278 | $4.41M | 0.00% | +255+0.2% | Added |
| Bank of New York Mellon Corp | 134,914 | $4.43M | 0.00% | −6,348−4.5% | Reduced |
| RBF Capital, LLC | 143,430 | $4.71M | 0.24% | −4,400−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 169,163 | $5.55M | 0.00% | −32,123−16.0% | Reduced |
| Morgan Stanley | 180,064 | $5.91M | 0.00% | +95,954+114.1% | Added |
| Boston Partners | 190,550 | $6.26M | 0.01% | −3,795−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 202,886 | $6.66M | 0.01% | +129,025+174.7% | Added |
| State Street Corp | 287,960 | $9.45M | 0.00% | +616+0.2% | Added |
| Geode Capital Management, LLC | 314,864 | $10.3M | 0.00% | +13,126+4.4% | Added |
| Heartland Advisors Inc | 345,550 | $11.3M | 0.59% | −19,600−5.4% | Reduced |
| LSV Asset Management | 525,559 | $17.3M | 0.04% | +59,566+12.8% | Added |
| Renaissance Technologies LLC | 558,100 | $18.3M | 0.03% | −58,400−9.5% | Reduced |
| Dimensional Fund Advisors LP | 725,748 | $23.8M | 0.01% | +13,936+2.0% | Added |
| Vanguard Group Inc | 931,512 | $30.6M | 0.00% | +16,215+1.8% | Added |
| BlackRock, Inc. | 978,449 | $32.1M | 0.00% | +978,449 | New |
| Ameriprise Financial Inc | 1,642,979 | $53.9M | 0.01% | +315,577+23.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −53,584−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,304−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −20,729−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −15,290−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,371−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,363−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,301−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,328−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,939−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,861−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |