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
- +524.9K (+5.0%) vs. Q3 2024
- Total value
- $436.0M
- +$94.0M (+27.5%) vs. Q3 2024
- New holders
- 26
- 56 more added
- Sold out
- 14
- 42 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 | $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, 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 2 | $80 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $159 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 5 | $199 | 0.00% | +5 | New |
| EverSource Wealth Advisors, LLC | 6 | $239 | 0.00% | +6 | New |
| Creekmur Asset Management LLC | 6 | $255 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $319 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $399 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $677 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $715 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $797 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $1.24K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 39 | $1.55K | 0.00% | −32−45.1% | Reduced |
| Jones Financial Companies LLLP | 50 | $1.99K | 0.00% | +50 | New |
| Nisa Investment Advisors, LLC | 52 | $2.07K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 86 | $3.41K | 0.00% | −5−5.5% | Reduced |
| CIBC Private Wealth Group, LLC | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 114 | $4.54K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 124 | $4.94K | 0.00% | +103+490.5% | Added |
| Federated Hermes, Inc. | 124 | $4.94K | 0.00% | +124 | New |
| Venturi Wealth Management, LLC | 143 | $5.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 165 | $6.58K | 0.00% | +165 | New |
| Harbor Capital Advisors, Inc. | 199 | $8.00K | 0.00% | +58+41.1% | Added |
| Leonteq Securities AG | 245 | $9.76K | 0.00% | +245 | New |
| Salem Investment Counselors Inc | 248 | $9.88K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 273 | $10.9K | 0.00% | +3+1.1% | Added |
| Quadrant Capital Group LLC | 286 | $11.4K | 0.00% | +14+5.1% | Added |
| Old Point Trust & Financial Services N A | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 352 | $14.0K | 0.00% | +77+28.0% | Added |
| Tower Research Capital LLC (TRC) | 419 | $16.7K | 0.00% | −6,396−93.9% | Reduced |
| Public Employees Retirement System of Ohio | 433 | $17.3K | 0.00% | −49−10.2% | Reduced |
| Amalgamated Bank | 455 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $23.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 600 | $23.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 850 | $34.0K | 0.00% | +365+75.3% | Added |
| Advisor Group Holdings, Inc. | 949 | $37.8K | 0.00% | +17+1.8% | Added |
| California State Teachers Retirement System | 990 | $39.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $39.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,100 | $45.0K | 0.00% | +1,100 | New |
| Ameritas Investment Partners, Inc. | 1,188 | $47.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,392 | $55.5K | 0.00% | +25+1.8% | Added |
| R Squared Ltd | 1,630 | $65.0K | 0.06% | +1,630 | New |
| Police & Firemen's Retirement System of New Jersey | 2,861 | $114.0K | 0.00% | +2,861 | New |
| Palouse Capital Management, Inc. | 3,932 | $156.7K | 0.10% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,982 | $198.5K | 0.01% | +3,412+217.3% | Added |
| Polymer Capital Management (US) LLC | 5,081 | $202.5K | 0.06% | +5,081 | New |
| Perritt Capital Management Inc | 5,101 | $203.3K | 0.11% | −10.0% | Reduced |
| Royal Bank of Canada | 5,197 | $207.0K | 0.00% | −1,795−25.7% | Reduced |
| Aquatic Capital Management LLC | 5,255 | $209.4K | 0.01% | −1,745−24.9% | Reduced |
| Cubist Systematic Strategies, LLC | 5,303 | $211.3K | 0.00% | −20,877−79.7% | Reduced |
| Intech Investment Management LLC | 5,513 | $219.7K | 0.00% | +5,513 | New |
| New York State Common Retirement Fund | 5,514 | $219.7K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,761 | $229.6K | 0.00% | −2,314−28.7% | Reduced |
| Martingale Asset Management L P | 5,880 | $234.3K | 0.01% | +5,880 | New |
| Mariner, LLC | 6,060 | $241.5K | 0.00% | −620−9.3% | Reduced |
| Quadrature Capital Ltd | 6,183 | $247.1K | 0.00% | +6,183 | New |
| Hohimer Wealth Management, LLC | 6,201 | $247.1K | 0.05% | +6,201 | New |
| EMC Capital Management | 6,227 | $248.0K | 0.14% | +1,419+29.5% | Added |
| Cerity Partners LLC | 6,448 | $255.6K | 0.00% | +6,448 | New |
| Corebridge Financial, Inc. | 6,791 | $270.6K | 0.00% | −513−7.0% | Reduced |
| Squarepoint Ops LLC | 7,081 | $282.2K | 0.00% | +7,081 | New |
| TSA Wealth Managment LLC | 7,607 | $303.1K | 0.12% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,665 | $305.4K | 0.01% | +1,433+23.0% | Added |
| Principal Financial Group Inc | 7,700 | $306.8K | 0.00% | +624+8.8% | Added |
| Magnetar Financial LLC | 7,733 | $308.2K | 0.01% | +7,733 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 7,778 | $310.0K | 0.00% | +226+3.0% | Added |
| Quest Partners LLC | 7,820 | $311.6K | 0.04% | −2,348−23.1% | Reduced |
| SG Americas Securities, LLC | 8,042 | $320.0K | 0.00% | +1,736+27.5% | Added |
| Occudo Quantitative Strategies LP | 8,046 | $320.6K | 0.06% | −1,074−11.8% | Reduced |
| Wells Fargo & Company | 8,084 | $322.2K | 0.00% | +3,069+61.2% | Added |
| Jump Financial, LLC | 8,200 | $326.8K | 0.01% | +600+7.9% | Added |
| MetLife Investment Management | 8,223 | $327.7K | 0.00% | +246+3.1% | Added |
| Zacks Investment Management | 8,280 | $329.9K | 0.00% | −1,220−12.8% | Reduced |
| Versor Investments LP | 8,387 | $334.2K | 0.06% | +500+6.3% | Added |
| Franklin Resources Inc | 8,582 | $342.0K | 0.00% | +8,582 | New |
| Russell Investments Group, Ltd. | 8,723 | $347.6K | 0.00% | −1,176−11.9% | Reduced |
| Nebula Research & Development LLC | 8,833 | $352.0K | 0.04% | −779−8.1% | Reduced |
| Integrated Quantitative Investments LLC | 8,896 | $354.5K | 0.18% | +8,896 | New |
| Point72 Asset Management, L.P. | 9,142 | $364.3K | 0.00% | +4,445+94.6% | Added |
| Deutsche Bank AG | 9,892 | $394.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 10,934 | $435.7K | 0.00% | −394−3.5% | Reduced |
| State of Wisconsin Investment Board | 11,605 | $462.5K | 0.00% | +3,900+50.6% | Added |
| Simplex Trading, LLC | 11,885 | $473.0K | 0.01% | −25,258−68.0% | Reduced |
| Algert Global LLC | 12,114 | $482.7K | 0.01% | −1,790−12.9% | Reduced |
| UBS Group AG | 12,125 | $483.2K | 0.00% | −4,667−27.8% | Reduced |
| XTX Topco Ltd | 12,655 | $504.3K | 0.04% | +3,591+39.6% | Added |
| Citigroup Inc | 12,886 | $513.5K | 0.00% | −1,435−10.0% | Reduced |
| Alliancebernstein L.P. | 13,550 | $540.0K | 0.00% | −140−1.0% | Reduced |
| 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 |
| Man Group plc | 15,114 | $602.3K | 0.00% | +4,045+36.5% | Added |
| Susquehanna International Group, LLP | 17,027 | $678.5K | 0.00% | −15,180−47.1% | Reduced |
| Group One Trading, L.P. | 17,424 | $694.3K | 0.02% | +10,825+164.0% | Added |
| Values First Advisors, Inc. | 17,498 | $697.3K | 0.38% | +270+1.6% | Added |
| Gsa Capital Partners LLP | 19,381 | $772.0K | 0.06% | +9,267+91.6% | Added |
| CWM Advisors, LLC | 20,604 | $821.1K | 0.09% | +20,604 | New |
| Barclays PLC | 21,370 | $851.6K | 0.00% | +937+4.6% | Added |
| Parvin Asset Management, LLC | 21,475 | $855.8K | 0.92% | +21,475 | New |
| Penn Mutual Asset Management, LLC | 21,500 | $856.8K | 1.55% | +8,300+62.9% | Added |
| AQR Capital Management LLC | 21,602 | $860.8K | 0.00% | −2,474−10.3% | Reduced |
| American Century Companies Inc | 24,892 | $991.9K | 0.00% | +2,900+13.2% | Added |