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, Q4 2024
Institutional positions in Carriage Services Inc as of Dec 31, 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
- 153
- +12 vs. Q3 2024
- Shares held
- 10.9M
- +406.1K (+3.9%) vs. Q3 2024
- Total value
- $436.0M
- +$90.1M (+26.1%) vs. Q3 2024
- New holders
- 26
- 55 more added
- Sold out
- 14
- 43 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,514,613 | $60.4M | 0.02% | −128,366−7.8% | Reduced |
| BlackRock, Inc. | 982,346 | $39.1M | 0.00% | +3,897+0.4% | Added |
| Vanguard Group Inc | 917,274 | $36.6M | 0.00% | −14,238−1.5% | Reduced |
| Dimensional Fund Advisors LP | 734,828 | $29.3M | 0.01% | +9,080+1.3% | Added |
| LSV Asset Management | 590,917 | $23.5M | 0.05% | +65,358+12.4% | Added |
| Renaissance Technologies LLC | 537,800 | $21.4M | 0.03% | −20,300−3.6% | Reduced |
| FMR LLC | 418,170 | $16.7M | 0.00% | +417,318+48,981.0% | Added |
| Heartland Advisors Inc | 333,600 | $13.3M | 0.72% | −11,950−3.5% | Reduced |
| Geode Capital Management, LLC | 315,936 | $12.6M | 0.00% | +1,072+0.3% | Added |
| State Street Corp | 299,311 | $11.9M | 0.00% | +11,351+3.9% | Added |
| Arrowstreet Capital, Limited Partnership | 237,228 | $9.45M | 0.01% | +34,342+16.9% | Added |
| Morgan Stanley | 193,779 | $7.72M | 0.00% | +13,715+7.6% | Added |
| Boston Partners | 190,724 | $7.60M | 0.01% | +174+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 149,949 | $5.98M | 0.01% | +18,661+14.2% | Added |
| RBF Capital, LLC | 143,430 | $5.72M | 0.30% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 142,989 | $5.70M | 0.00% | −94,793−39.9% | Reduced |
| Charles Schwab Investment Management Inc | 138,663 | $5.53M | 0.00% | −30,500−18.0% | Reduced |
| Nuveen Asset Management, LLC | 135,579 | $5.40M | 0.00% | +1,301+1.0% | Added |
| Nicholas Company, Inc. | 133,200 | $5.31M | 0.09% | 00.0% | Unchanged |
| De Lisle Partners LLP | 124,071 | $4.96M | 0.73% | +124,071 | New |
| Bank of New York Mellon Corp | 119,558 | $4.76M | 0.00% | −15,356−11.4% | Reduced |
| Two Sigma Advisers, LP | 115,100 | $4.59M | 0.01% | +15,000+15.0% | Added |
| Northern Trust Corp | 114,409 | $4.56M | 0.00% | +4,244+3.9% | Added |
| Bard Associates Inc | 111,351 | $4.44M | 1.51% | −510−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 108,010 | $4.30M | 0.10% | −2,871−2.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.57M | 0.01% | +89,477 | New |
| Two Sigma Investments, LP | 84,327 | $3.36M | 0.01% | −7,501−8.2% | Reduced |
| Praetorian PR LLC | 80,000 | $3.19M | 1.30% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 77,688 | $3.10M | 0.00% | +12,103+18.5% | Added |
| Jacobs Levy Equity Management, Inc | 77,349 | $3.08M | 0.01% | −4,889−5.9% | Reduced |
| Qube Research & Technologies Ltd | 72,961 | $2.91M | 0.00% | +34,436+89.4% | Added |
| Regions Financial Corp | 71,744 | $2.86M | 0.02% | +7,920+12.4% | Added |
| JB Capital Partners LP | 71,007 | $2.83M | 0.54% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 64,442 | $2.57M | 0.00% | −10,757−14.3% | Reduced |
| LPL Financial LLC | 61,700 | $2.46M | 0.00% | +3,030+5.2% | Added |
| Hillsdale Investment Management Inc. | 61,486 | $2.45M | 0.12% | +800+1.3% | Added |
| Mendel Money Management | 60,361 | $2.41M | 1.07% | −4,087−6.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 57,020 | $2.27M | 0.13% | +57,020 | New |
| Manatuck Hill Partners, LLC | 55,000 | $2.19M | 0.90% | +10,000+22.2% | Added |
| NFJ Investment Group, LLC | 53,688 | $2.14M | 0.07% | −659−1.2% | Reduced |
| Goldman Sachs Group Inc | 51,996 | $2.07M | 0.00% | −2,983−5.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 50,642 | $2.02M | 0.01% | +24,263+92.0% | Added |
| Marshall Wace, LLP | 44,151 | $1.76M | 0.00% | +9,461+27.3% | Added |
| First Trust Advisors LP | 40,358 | $1.61M | 0.00% | −4,504−10.0% | Reduced |
| Citadel Advisors LLC | 39,086 | $1.56M | 0.00% | −21,834−35.8% | Reduced |
| Bank of America Corp | 37,250 | $1.48M | 0.00% | +5,296+16.6% | Added |
| Alberta Investment Management Corp | 34,900 | $1.39M | 0.01% | +2,700+8.4% | Added |
| AXA S.A. | 34,719 | $1.38M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 32,226 | $1.28M | 0.00% | +12,180+60.8% | Added |
| Invesco Ltd. | 31,839 | $1.27M | 0.00% | +1,469+4.8% | Added |
| Sanctuary Advisors, LLC | 27,899 | $1.16M | 0.01% | +27,899 | New |
| Linden Thomas Advisory Services, LLC | 27,357 | $1.09M | 0.14% | +5,093+22.9% | Added |
| HRT Financial LP | 26,313 | $1.05M | 0.01% | +6,466+32.6% | Added |
| American Century Companies Inc | 24,892 | $991.9K | 0.00% | +2,900+13.2% | Added |
| AQR Capital Management LLC | 21,602 | $860.8K | 0.00% | −2,474−10.3% | Reduced |
| Penn Mutual Asset Management, LLC | 21,500 | $856.8K | 1.55% | +8,300+62.9% | Added |
| Parvin Asset Management, LLC | 21,475 | $855.8K | 0.92% | +21,475 | New |
| Barclays PLC | 21,370 | $851.6K | 0.00% | +937+4.6% | Added |
| CWM Advisors, LLC | 20,604 | $821.1K | 0.09% | +20,604 | New |
| Gsa Capital Partners LLP | 19,381 | $772.0K | 0.06% | +9,267+91.6% | Added |
| Values First Advisors, Inc. | 17,498 | $697.3K | 0.38% | +270+1.6% | Added |
| Group One Trading, L.P. | 17,424 | $694.3K | 0.02% | +10,825+164.0% | Added |
| Susquehanna International Group, LLP | 17,027 | $678.5K | 0.00% | −15,180−47.1% | Reduced |
| Man Group plc | 15,114 | $602.3K | 0.00% | +4,045+36.5% | Added |
| Millennium Management LLC | 13,600 | $542.0K | 0.00% | −19,170−58.5% | Reduced |
| Brown Advisory Inc | 13,600 | $542.0K | 0.00% | −1,000−6.8% | Reduced |
| Alliancebernstein L.P. | 13,550 | $540.0K | 0.00% | −140−1.0% | Reduced |
| Citigroup Inc | 12,886 | $513.5K | 0.00% | −1,435−10.0% | Reduced |
| XTX Topco Ltd | 12,655 | $504.3K | 0.04% | +3,591+39.6% | Added |
| UBS Group AG | 12,125 | $483.2K | 0.00% | −4,667−27.8% | Reduced |
| Algert Global LLC | 12,114 | $482.7K | 0.01% | −1,790−12.9% | Reduced |
| Simplex Trading, LLC | 11,885 | $473.0K | 0.01% | −25,258−68.0% | Reduced |
| State of Wisconsin Investment Board | 11,605 | $462.5K | 0.00% | +3,900+50.6% | Added |
| Voya Investment Management LLC | 10,934 | $435.7K | 0.00% | −394−3.5% | Reduced |
| Deutsche Bank AG | 9,892 | $394.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 9,142 | $364.3K | 0.00% | +4,445+94.6% | Added |
| Integrated Quantitative Investments LLC | 8,896 | $354.5K | 0.18% | +8,896 | New |
| Nebula Research & Development LLC | 8,833 | $352.0K | 0.04% | −779−8.1% | Reduced |
| Russell Investments Group, Ltd. | 8,723 | $347.6K | 0.00% | −1,176−11.9% | Reduced |
| Franklin Resources Inc | 8,582 | $342.0K | 0.00% | +8,582 | New |
| Versor Investments LP | 8,387 | $334.2K | 0.06% | +500+6.3% | Added |
| Zacks Investment Management | 8,280 | $329.9K | 0.00% | −1,220−12.8% | Reduced |
| MetLife Investment Management | 8,223 | $327.7K | 0.00% | +246+3.1% | Added |
| Jump Financial, LLC | 8,200 | $326.8K | 0.01% | +600+7.9% | Added |
| Wells Fargo & Company | 8,084 | $322.2K | 0.00% | +3,069+61.2% | Added |
| Occudo Quantitative Strategies LP | 8,046 | $320.6K | 0.06% | −1,074−11.8% | Reduced |
| SG Americas Securities, LLC | 8,042 | $320.0K | 0.00% | +1,736+27.5% | Added |
| Quest Partners LLC | 7,820 | $311.6K | 0.04% | −2,348−23.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,778 | $310.0K | 0.00% | +226+3.0% | Added |
| Magnetar Financial LLC | 7,733 | $308.2K | 0.01% | +7,733 | New |
| Principal Financial Group Inc | 7,700 | $306.8K | 0.00% | +624+8.8% | Added |
| Engineers Gate Manager LP | 7,665 | $305.4K | 0.01% | +1,433+23.0% | Added |
| TSA Wealth Managment LLC | 7,607 | $303.1K | 0.12% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,081 | $282.2K | 0.00% | +7,081 | New |
| Corebridge Financial, Inc. | 6,791 | $270.6K | 0.00% | −513−7.0% | Reduced |
| Cerity Partners LLC | 6,448 | $255.6K | 0.00% | +6,448 | New |
| EMC Capital Management | 6,227 | $248.0K | 0.14% | +1,419+29.5% | Added |
| Hohimer Wealth Management, LLC | 6,201 | $247.1K | 0.05% | +6,201 | New |
| Quadrature Capital Ltd | 6,183 | $247.1K | 0.00% | +6,183 | New |
| Mariner, LLC | 6,060 | $241.5K | 0.00% | −620−9.3% | Reduced |