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 |
|---|---|---|---|---|---|
| HRT Financial LP | 26,313 | $1.05M | 0.01% | +6,466+32.6% | Added |
| Linden Thomas Advisory Services, LLC | 27,357 | $1.09M | 0.14% | +5,093+22.9% | Added |
| Sanctuary Advisors, LLC | 27,899 | $1.16M | 0.01% | +27,899 | New |
| Invesco Ltd. | 31,839 | $1.27M | 0.00% | +1,469+4.8% | Added |
| Rhumbline Advisers | 32,226 | $1.28M | 0.00% | +12,180+60.8% | Added |
| AXA S.A. | 34,719 | $1.38M | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 34,900 | $1.39M | 0.01% | +2,700+8.4% | Added |
| Bank of America Corp | 37,250 | $1.48M | 0.00% | +5,296+16.6% | Added |
| Citadel Advisors LLC | 39,086 | $1.56M | 0.00% | −21,834−35.8% | Reduced |
| First Trust Advisors LP | 40,358 | $1.61M | 0.00% | −4,504−10.0% | Reduced |
| Marshall Wace, LLP | 44,151 | $1.76M | 0.00% | +9,461+27.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 50,642 | $2.02M | 0.01% | +24,263+92.0% | Added |
| Goldman Sachs Group Inc | 51,996 | $2.07M | 0.00% | −2,983−5.4% | Reduced |
| NFJ Investment Group, LLC | 53,688 | $2.14M | 0.07% | −659−1.2% | Reduced |
| Manatuck Hill Partners, LLC | 55,000 | $2.19M | 0.90% | +10,000+22.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 57,020 | $2.27M | 0.13% | +57,020 | New |
| Mendel Money Management | 60,361 | $2.41M | 1.07% | −4,087−6.3% | Reduced |
| Hillsdale Investment Management Inc. | 61,486 | $2.45M | 0.12% | +800+1.3% | Added |
| LPL Financial LLC | 61,700 | $2.46M | 0.00% | +3,030+5.2% | Added |
| BNP Paribas Arbitrage, SA | 64,442 | $2.57M | 0.00% | −10,757−14.3% | Reduced |
| JB Capital Partners LP | 71,007 | $2.83M | 0.54% | 00.0% | Unchanged |
| Regions Financial Corp | 71,744 | $2.86M | 0.02% | +7,920+12.4% | Added |
| Qube Research & Technologies Ltd | 72,961 | $2.91M | 0.00% | +34,436+89.4% | Added |
| Jacobs Levy Equity Management, Inc | 77,349 | $3.08M | 0.01% | −4,889−5.9% | Reduced |
| Price T Rowe Associates Inc | 77,688 | $3.10M | 0.00% | +12,103+18.5% | Added |
| Praetorian PR LLC | 80,000 | $3.19M | 1.30% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 84,327 | $3.36M | 0.01% | −7,501−8.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.57M | 0.01% | +89,477 | New |
| Kennedy Capital Management, Inc. | 108,010 | $4.30M | 0.10% | −2,871−2.6% | Reduced |
| Bard Associates Inc | 111,351 | $4.44M | 1.51% | −510−0.5% | Reduced |
| Northern Trust Corp | 114,409 | $4.56M | 0.00% | +4,244+3.9% | Added |
| Two Sigma Advisers, LP | 115,100 | $4.59M | 0.01% | +15,000+15.0% | Added |
| Bank of New York Mellon Corp | 119,558 | $4.76M | 0.00% | −15,356−11.4% | Reduced |
| De Lisle Partners LLP | 124,071 | $4.96M | 0.73% | +124,071 | New |
| Nicholas Company, Inc. | 133,200 | $5.31M | 0.09% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 135,579 | $5.40M | 0.00% | +1,301+1.0% | Added |
| Charles Schwab Investment Management Inc | 138,663 | $5.53M | 0.00% | −30,500−18.0% | Reduced |
| JPMorgan Chase & Co | 142,989 | $5.70M | 0.00% | +24,098+20.3% | Added |
| RBF Capital, LLC | 143,430 | $5.72M | 0.30% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 149,949 | $5.98M | 0.01% | +18,661+14.2% | Added |
| Boston Partners | 190,724 | $7.60M | 0.01% | +174+0.1% | Added |
| Morgan Stanley | 193,779 | $7.72M | 0.00% | +13,715+7.6% | Added |
| Arrowstreet Capital, Limited Partnership | 237,228 | $9.45M | 0.01% | +34,342+16.9% | Added |
| State Street Corp | 299,311 | $11.9M | 0.00% | +11,351+3.9% | Added |
| Geode Capital Management, LLC | 315,936 | $12.6M | 0.00% | +1,072+0.3% | Added |
| Heartland Advisors Inc | 333,600 | $13.3M | 0.72% | −11,950−3.5% | Reduced |
| FMR LLC | 418,170 | $16.7M | 0.00% | +417,318+48,981.0% | Added |
| Renaissance Technologies LLC | 537,800 | $21.4M | 0.03% | −20,300−3.6% | Reduced |
| LSV Asset Management | 590,917 | $23.5M | 0.05% | +65,358+12.4% | Added |
| Dimensional Fund Advisors LP | 734,828 | $29.3M | 0.01% | +9,080+1.3% | Added |
| Vanguard Group Inc | 917,274 | $36.6M | 0.00% | −14,238−1.5% | Reduced |
| BlackRock, Inc. | 982,346 | $39.1M | 0.00% | +3,897+0.4% | Added |
| Ameriprise Financial Inc | 1,514,613 | $60.4M | 0.02% | −128,366−7.8% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −104,072−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −65,526−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −49,481−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,146−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −15,419−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −11,392−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −10,482−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,224−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| AJOVista, LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |