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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.

Institutional holdersQ4 2024: 153 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 heldQ4 2024: $436.0M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q3 2024.

Institutions holding CSV in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Martingale Asset Management L P5,880$234.3K0.01%+5,880New
Balyasny Asset Management LLC5,761$229.6K0.00%−2,314−28.7%Reduced
New York State Common Retirement Fund5,514$219.7K0.00%00.0%Unchanged
Intech Investment Management LLC5,513$219.7K0.00%+5,513New
Cubist Systematic Strategies, LLC5,303$211.3K0.00%−20,877−79.7%Reduced
Aquatic Capital Management LLC5,255$209.4K0.01%−1,745−24.9%Reduced
Royal Bank of Canada5,197$207.0K0.00%−1,795−25.7%Reduced
Perritt Capital Management Inc5,101$203.3K0.11%−10.0%Reduced
Polymer Capital Management (US) LLC5,081$202.5K0.06%+5,081New
Quantbot Technologies LP4,982$198.5K0.01%+3,412+217.3%Added
Palouse Capital Management, Inc.3,932$156.7K0.10%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey2,861$114.0K0.00%+2,861New
R Squared Ltd1,630$65.0K0.06%+1,630New
Legal & General Group Plc1,392$55.5K0.00%+25+1.8%Added
Ameritas Investment Partners, Inc.1,188$47.3K0.00%00.0%Unchanged
Johnson Financial Group, Inc.1,100$45.0K0.00%+1,100New
Huntington National Bank1,000$39.9K0.00%00.0%Unchanged
California State Teachers Retirement System990$39.5K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.949$37.8K0.00%+17+1.8%Added
CWM, LLC850$34.0K0.00%+365+75.3%Added
Brown Brothers Harriman & Co600$23.9K0.00%00.0%Unchanged
Whittier Trust Co600$23.9K0.00%00.0%Unchanged
Amalgamated Bank455$18.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio433$17.3K0.00%−49−10.2%Reduced
Tower Research Capital LLC (TRC)419$16.7K0.00%−6,396−93.9%Reduced
National Bank of Canada352$14.0K0.00%+77+28.0%Added
Old Point Trust & Financial Services N A300$12.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC286$11.4K0.00%+14+5.1%Added
IFP Advisors, Inc273$10.9K0.00%+3+1.1%Added
Salem Investment Counselors Inc248$9.88K0.00%00.0%Unchanged
Leonteq Securities AG245$9.76K0.00%+245New
Harbor Capital Advisors, Inc.199$8.00K0.00%+58+41.1%Added
Versant Capital Management, Inc165$6.58K0.00%+165New
Venturi Wealth Management, LLC143$5.70K0.00%00.0%Unchanged
Sterling Capital Management LLC124$4.94K0.00%+103+490.5%Added
Federated Hermes, Inc.124$4.94K0.00%+124New
The PNC Financial Services Group, Inc.114$4.54K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC100$3.94K0.00%00.0%Unchanged
Smartleaf Asset Management LLC86$3.41K0.00%−5−5.5%Reduced
Nisa Investment Advisors, LLC52$2.07K0.00%00.0%Unchanged
Jones Financial Companies LLLP50$1.99K0.00%+50New
GAMMA Investing LLC39$1.55K0.00%−32−45.1%Reduced
New England Capital Financial Advisors LLC31$1.24K0.00%00.0%Unchanged
Farther Finance Advisors, LLC20$7970.00%00.0%Unchanged
Allworth Financial LP18$7150.00%00.0%Unchanged
Lindbrook Capital, LLC17$6770.00%00.0%Unchanged
Rothschild Investment LLC10$3990.00%00.0%Unchanged
Parallel Advisors, LLC8$3190.00%00.0%Unchanged
Creekmur Asset Management LLC6$2550.00%00.0%Unchanged
EverSource Wealth Advisors, LLC6$2390.00%+6New
SBI Securities Co., Ltd.5$1990.00%+5New
Aventura Private Wealth, LLC4$1590.00%+4New
Northwestern Mutual Wealth Management Co2$800.00%00.0%Unchanged
Assenagon Asset Management S.A.0$00.00%−104,072−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−65,526−100.0%Sold out
Jane Street Group, LLC0$00.00%−49,481−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−23,146−100.0%Sold out
Maven Securities LTD0$00.00%−20,000−100.0%Sold out
Wolverine Trading, LLC0$00.00%−15,419−100.0%Sold out
DC Investments Management, LLC0$00.00%−11,392−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−10,482−100.0%Sold out
Inceptionr LLC0$00.00%−6,375−100.0%Sold out
Verition Fund Management LLC0$00.00%−6,224−100.0%Sold out
nVerses Capital, LLC0$00.00%−500−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−181−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−58−100.0%Sold out
True Wealth Design, LLC0$00.00%−7−100.0%Sold out
PEAK6 Investments LLC––––Not filed
AJOVista, LLC––––Not filed
FinTrust Capital Advisors, LLC––––Not filed