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Livermore
ZHEN

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.

Institutional holdersQ3 2024: 144 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 heldQ3 2024: $343.5M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q2 2024.

Institutions holding CSV in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Verition Fund Management LLC6,224$204.3K0.00%+6,224New
New York State Common Retirement Fund5,514$181.0K0.00%00.0%Unchanged
Perritt Capital Management Inc5,102$167.5K0.09%+10.0%Added
Wells Fargo & Company5,015$164.6K0.00%+242+5.1%Added
Point72 Asset Management, L.P.4,697$154.2K0.00%+4,297+1,074.3%Added
Palouse Capital Management, Inc.3,932$129.1K0.08%00.0%Unchanged
Quantbot Technologies LP1,570$51.5K0.00%−2,026−56.3%Reduced
Legal & General Group Plc1,367$44.9K0.00%−53−3.7%Reduced
Ameritas Investment Partners, Inc.1,188$39.0K0.00%00.0%Unchanged
Huntington National Bank1,000$32.8K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC1,000$32.8K0.01%00.0%Unchanged
California State Teachers Retirement System990$32.5K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.932$30.6K0.00%+136+17.1%Added
FMR LLC852$28.0K0.00%+271+46.6%Added
Brown Brothers Harriman & Co600$19.7K0.00%00.0%Unchanged
Whittier Trust Co600$19.7K0.00%00.0%Unchanged
nVerses Capital, LLC500$16.4K0.01%−800−61.5%Reduced
CWM, LLC485$16.0K0.00%+218+81.6%Added
Public Employees Retirement System of Ohio482$15.8K0.00%+6+1.3%Added
Amalgamated Bank455$15.0K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A300$9.85K0.00%00.0%Unchanged
National Bank of Canada275$9.03K0.00%00.0%Unchanged
Quadrant Capital Group LLC272$8.93K0.00%+21+8.4%Added
IFP Advisors, Inc270$8.86K0.00%00.0%Unchanged
Salem Investment Counselors Inc248$8.14K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.181$5.94K0.00%+181New
Harbor Capital Advisors, Inc.141$5.00K0.00%+141New
Venturi Wealth Management, LLC143$4.70K0.00%+143New
The PNC Financial Services Group, Inc.114$3.74K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC100$3.28K0.00%00.0%Unchanged
Smartleaf Asset Management LLC91$2.99K0.00%+91New
GAMMA Investing LLC71$2.33K0.00%+61+610.0%Added
Capital Performance Advisors LLP58$1.90K0.00%+58New
Nisa Investment Advisors, LLC52$1.71K0.00%+24+85.7%Added
New England Capital Financial Advisors LLC31$1.02K0.00%00.0%Unchanged
Sterling Capital Management LLC21$6890.00%+21New
Farther Finance Advisors, LLC20$6570.00%00.0%Unchanged
Allworth Financial LP18$5910.00%+18New
Lindbrook Capital, LLC17$5580.00%00.0%Unchanged
Rothschild Investment LLC10$3280.00%+10New
Parallel Advisors, LLC8$2630.00%00.0%Unchanged
True Wealth Design, LLC7$2300.00%+7New
Creekmur Asset Management LLC6$2100.00%−129−95.6%Reduced
Northwestern Mutual Wealth Management Co2$660.00%+2New
Deerfield Management Company, L.P. (Series C)0$00.00%−53,584−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−30,304−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−20,729−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−15,290−100.0%Sold out
HSBC Holdings PLC0$00.00%−11,371−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−10,363−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−10,301−100.0%Sold out
Quadrature Capital Ltd0$00.00%−9,328−100.0%Sold out
Verity Asset Management, Inc.0$00.00%−8,300−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−7,939−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−1,861−100.0%Sold out
State of Wyoming0$00.00%−1,587−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−762−100.0%Sold out
Innealta Capital, LLC0$00.00%−14−100.0%Sold out
BlackRock Inc.––––Not filed