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, Q1 2025
Institutional positions in Carriage Services Inc as of Mar 31, 2025. 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
- 157
- +5 vs. Q4 2024
- Shares held
- 11.5M
- +744.5K (+6.9%) vs. Q4 2024
- Total value
- $447.6M
- +$16.9M (+3.9%) vs. Q4 2024
- New holders
- 21
- 41 more added
- Sold out
- 16
- 59 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,211,892 | $85.7M | 0.01% | +1,793,722+428.9% | Added |
| BlackRock, Inc. | 974,450 | $37.8M | 0.00% | −7,896−0.8% | Reduced |
| Vanguard Group Inc | 941,412 | $36.5M | 0.00% | +24,138+2.6% | Added |
| Dimensional Fund Advisors LP | 665,256 | $25.8M | 0.01% | −69,572−9.5% | Reduced |
| LSV Asset Management | 648,417 | $25.1M | 0.06% | +57,500+9.7% | Added |
| Renaissance Technologies LLC | 512,900 | $19.9M | 0.03% | −24,900−4.6% | Reduced |
| Ameriprise Financial Inc | 424,349 | $16.4M | 0.00% | −1,090,264−72.0% | Reduced |
| Geode Capital Management, LLC | 332,161 | $12.9M | 0.00% | +16,225+5.1% | Added |
| State Street Corp | 296,093 | $11.5M | 0.00% | −3,218−1.1% | Reduced |
| Heartland Advisors Inc | 273,491 | $10.6M | 0.61% | −60,109−18.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 225,314 | $8.73M | 0.01% | −11,914−5.0% | Reduced |
| Boston Partners | 188,525 | $7.31M | 0.01% | −2,199−1.2% | Reduced |
| De Lisle Partners LLP | 184,101 | $7.15M | 1.19% | +60,030+48.4% | Added |
| Morgan Stanley | 179,321 | $6.95M | 0.00% | −14,458−7.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 168,079 | $6.51M | 0.01% | +18,130+12.1% | Added |
| Manatuck Hill Partners, LLC | 145,000 | $5.62M | 2.59% | +90,000+163.6% | Added |
| RBF Capital, LLC | 143,430 | $5.56M | 0.35% | 00.0% | Unchanged |
| LPL Financial LLC | 135,893 | $5.27M | 0.00% | +74,193+120.2% | Added |
| Nicholas Company, Inc. | 133,265 | $5.16M | 0.09% | +650.0% | Added |
| JPMorgan Chase & Co | 118,951 | $4.61M | 0.00% | −24,038−16.8% | Reduced |
| Bank of New York Mellon Corp | 115,393 | $4.47M | 0.00% | −4,165−3.5% | Reduced |
| Bard Associates Inc | 110,760 | $4.29M | 1.60% | −591−0.5% | Reduced |
| Nuveen, LLC | 107,266 | $4.16M | 0.00% | +107,266 | New |
| Northern Trust Corp | 107,024 | $4.15M | 0.00% | −7,385−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 106,138 | $4.11M | 0.00% | −32,525−23.5% | Reduced |
| Kennedy Capital Management, Inc. | 105,116 | $4.07M | 0.10% | −2,894−2.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 91,500 | $3.55M | 0.23% | +91,500 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.47M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 87,000 | $3.37M | 0.01% | −28,100−24.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 81,365 | $3.15M | 0.18% | +24,345+42.7% | Added |
| Jacobs Levy Equity Management, Inc | 78,849 | $3.06M | 0.01% | +1,500+1.9% | Added |
| Regions Financial Corp | 71,744 | $2.78M | 0.02% | 00.0% | Unchanged |
| JB Capital Partners LP | 71,007 | $2.74M | 0.58% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 68,385 | $2.65M | 0.00% | −9,303−12.0% | Reduced |
| Qube Research & Technologies Ltd | 65,590 | $2.54M | 0.00% | −7,371−10.1% | Reduced |
| Citadel Advisors LLC | 60,527 | $2.35M | 0.00% | +21,441+54.9% | Added |
| Mendel Money Management | 56,649 | $2.20M | 1.04% | −3,712−6.1% | Reduced |
| NFJ Investment Group, LLC | 53,688 | $2.08M | 0.07% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 47,567 | $1.84M | 0.00% | −36,760−43.6% | Reduced |
| Goldman Sachs Group Inc | 42,773 | $1.66M | 0.00% | −9,223−17.7% | Reduced |
| First Trust Advisors LP | 39,668 | $1.54M | 0.00% | −690−1.7% | Reduced |
| Maven Securities LTD | 38,284 | $1.48M | 0.32% | +38,284 | New |
| Alberta Investment Management Corp | 37,400 | $1.45M | 0.01% | +2,500+7.2% | Added |
| BNP Paribas Arbitrage, SA | 35,922 | $1.39M | 0.00% | −28,520−44.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,642 | $1.34M | 0.01% | −16,000−31.6% | Reduced |
| Susquehanna International Group, LLP | 34,488 | $1.34M | 0.00% | +17,461+102.5% | Added |
| Linden Thomas Advisory Services, LLC | 30,646 | $1.19M | 0.15% | +3,289+12.0% | Added |
| Invesco Ltd. | 30,405 | $1.18M | 0.00% | −1,434−4.5% | Reduced |
| American Century Companies Inc | 27,882 | $1.08M | 0.00% | +2,990+12.0% | Added |
| Credit Agricole S A | 27,169 | $1.05M | 0.00% | +27,169 | New |
| Penn Mutual Asset Management, LLC | 24,595 | $953.1K | 1.83% | +3,095+14.4% | Added |
| Bank of America Corp | 22,767 | $882.2K | 0.00% | −14,483−38.9% | Reduced |
| Squarepoint Ops LLC | 22,374 | $867.0K | 0.00% | +15,293+216.0% | Added |
| SG Americas Securities, LLC | 21,934 | $850.0K | 0.00% | +13,892+172.7% | Added |
| Rhumbline Advisers | 20,202 | $782.8K | 0.00% | −12,024−37.3% | Reduced |
| Marshall Wace, LLP | 19,456 | $753.9K | 0.00% | −24,695−55.9% | Reduced |
| HRT Financial LP | 19,292 | $747.0K | 0.00% | −7,021−26.7% | Reduced |
| Jane Street Group, LLC | 17,771 | $688.6K | 0.00% | +17,771 | New |
| AQR Capital Management LLC | 17,503 | $678.2K | 0.00% | −4,099−19.0% | Reduced |
| Parvin Asset Management, LLC | 17,475 | $677.2K | 0.76% | −4,000−18.6% | Reduced |
| Values First Advisors, Inc. | 17,425 | $675.3K | 0.39% | −73−0.4% | Reduced |
| Man Group plc | 16,200 | $627.8K | 0.00% | +1,086+7.2% | Added |
| MQS Management LLC | 16,017 | $620.7K | 0.36% | +16,017 | New |
| Millennium Management LLC | 15,543 | $602.3K | 0.00% | +1,943+14.3% | Added |
| State of Wisconsin Investment Board | 15,420 | $597.5K | 0.00% | +3,815+32.9% | Added |
| Sanctuary Advisors, LLC | 15,216 | $589.6K | 0.00% | −12,683−45.5% | Reduced |
| Navellier & Associates Inc | 14,288 | $568.8K | 0.08% | +14,288 | New |
| Voya Investment Management LLC | 14,599 | $565.7K | 0.00% | +3,665+33.5% | Added |
| Barclays PLC | 14,570 | $564.6K | 0.00% | −6,800−31.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 13,777 | $533.9K | 0.00% | +13,777 | New |
| Brown Advisory Inc | 13,600 | $527.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,712 | $492.6K | 0.00% | +4,628+57.2% | Added |
| Alliancebernstein L.P. | 12,690 | $491.7K | 0.00% | −860−6.3% | Reduced |
| Citigroup Inc | 12,000 | $465.0K | 0.00% | −886−6.9% | Reduced |
| Prudential Financial Inc | 10,915 | $423.0K | 0.00% | +10,915 | New |
| XTX Topco Ltd | 10,390 | $402.6K | 0.02% | −2,265−17.9% | Reduced |
| Deutsche Bank AG | 9,711 | $376.3K | 0.00% | −181−1.8% | Reduced |
| Wolverine Trading, LLC | 9,642 | $374.2K | 0.01% | +9,642 | New |
| UBS Group AG | 9,600 | $372.0K | 0.00% | −2,525−20.8% | Reduced |
| Verition Fund Management LLC | 9,314 | $360.9K | 0.00% | +9,314 | New |
| Integrated Quantitative Investments LLC | 8,829 | $342.1K | 0.17% | −67−0.8% | Reduced |
| Franklin Resources Inc | 8,582 | $332.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,575 | $332.3K | 0.00% | −148−1.7% | Reduced |
| Trexquant Investment LP | 8,293 | $321.4K | 0.00% | +8,293 | New |
| MetLife Investment Management | 8,218 | $318.4K | 0.00% | −5−0.1% | Reduced |
| Balyasny Asset Management LLC | 8,186 | $317.2K | 0.00% | +2,425+42.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,090 | $313.5K | 0.00% | +312+4.0% | Added |
| BayBridge Capital Group, LLC | 7,935 | $307.5K | 0.22% | +7,935 | New |
| Y-Intercept (Hong Kong) Ltd | 7,828 | $303.3K | 0.02% | +7,828 | New |
| Gsa Capital Partners LLP | 7,807 | $303.0K | 0.03% | −11,574−59.7% | Reduced |
| Principal Financial Group Inc | 7,746 | $300.2K | 0.00% | +46+0.6% | Added |
| Mariner, LLC | 7,736 | $299.8K | 0.00% | +1,676+27.7% | Added |
| Aquatic Capital Management LLC | 7,716 | $299.0K | 0.01% | +2,461+46.8% | Added |
| Engineers Gate Manager LP | 7,702 | $298.5K | 0.01% | +37+0.5% | Added |
| TSA Wealth Managment LLC | 7,607 | $294.8K | 0.12% | 00.0% | Unchanged |
| Zacks Investment Management | 7,334 | $284.2K | 0.00% | −946−11.4% | Reduced |
| Intech Investment Management LLC | 7,206 | $279.2K | 0.00% | +1,693+30.7% | Added |
| Hillsdale Investment Management Inc. | 6,700 | $259.6K | 0.01% | −54,786−89.1% | Reduced |
| Corebridge Financial, Inc. | 6,692 | $259.3K | 0.00% | −99−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 6,456 | $250.2K | 0.05% | +255+4.1% | Added |