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.

Q4 2024 vs. Q3 2024

How the institutions holding Carriage Services Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of CSV: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	144	3	153	+12
Shares	10.5M	45.5K	10.9M	+524.9K (+5.0%)
Value	$343.5M	$1.49M	$436.0M	+$94.0M (+27.5%)

3 institutions that held it in Q3 2024 haven't filed for Q4 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 Q4 2024 but not at the end of Q3 2024.

Institutions new to CSV in Q4 2024
Institution	Shares	Value	% of portfolio
De Lisle Partners LLP	124,071	$4.96M	0.73%
Universal- Beteiligungs- und Servicegesellschaft mbH	89,477	$3.57M	0.01%
Deroy & Devereaux Private Investment Counsel Inc	57,020	$2.27M	0.13%
Sanctuary Advisors, LLC	27,899	$1.16M	0.01%
Parvin Asset Management, LLC	21,475	$855.8K	0.92%
CWM Advisors, LLC	20,604	$821.1K	0.09%
Integrated Quantitative Investments LLC	8,896	$354.5K	0.18%
Franklin Resources Inc	8,582	$342.0K	0.00%
Magnetar Financial LLC	7,733	$308.2K	0.01%
Squarepoint Ops LLC	7,081	$282.2K	0.00%
Cerity Partners LLC	6,448	$255.6K	0.00%
Hohimer Wealth Management, LLC	6,201	$247.1K	0.05%
Quadrature Capital Ltd	6,183	$247.1K	0.00%
Martingale Asset Management L P	5,880	$234.3K	0.01%
Intech Investment Management LLC	5,513	$219.7K	0.00%
Polymer Capital Management (US) LLC	5,081	$202.5K	0.06%
Police & Firemen's Retirement System of New Jersey	2,861	$114.0K	0.00%
R Squared Ltd	1,630	$65.0K	0.06%
Johnson Financial Group, Inc.	1,100	$45.0K	0.00%
Leonteq Securities AG	245	$9.76K	0.00%
Versant Capital Management, Inc	165	$6.58K	0.00%
Federated Hermes, Inc.	124	$4.94K	0.00%
Jones Financial Companies LLLP	50	$1.99K	0.00%
EverSource Wealth Advisors, LLC	6	$239	0.00%
SBI Securities Co., Ltd.	5	$199	0.00%
Aventura Private Wealth, LLC	4	$159	0.00%

Sold out (14)

Institutions that held Carriage Services Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CSV in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Assenagon Asset Management S.A.	104,072	$3.42M
Kingsview Wealth Management, LLC	65,526	$2.15M
Jane Street Group, LLC	49,481	$1.62M
Tudor Investment Corp Et Al	23,146	$759.9K
Maven Securities LTD	20,000	$656.6K
Wolverine Trading, LLC	15,419	$506.1K
DC Investments Management, LLC	11,392	$374.0K
State of Tennessee, Treasury Department	10,482	$344.1K
Inceptionr LLC	6,375	$209.3K
Verition Fund Management LLC	6,224	$204.3K
nVerses Capital, LLC	500	$16.4K
Cullen/Frost Bankers, Inc.	181	$5.94K
Capital Performance Advisors LLP	58	$1.90K
True Wealth Design, LLC	7	$230

Not filed for Q4 2024 yet (3)

Institutions that held Carriage Services Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSV in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
PEAK6 Investments LLC	37,174	$1.22M
AJOVista, LLC	7,296	$239.5K
FinTrust Capital Advisors, LLC	1,000	$32.8K