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 | $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, 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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 5 | $0 | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $155 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $194 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5 | $195 | 0.00% | −1−16.7% | Reduced |
| Parallel Advisors, LLC | 8 | $310 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $388 | 0.00% | +4+66.7% | Added |
| Rothschild Investment LLC | 15 | $581 | 0.00% | +5+50.0% | Added |
| Lindbrook Capital, LLC | 17 | $659 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $704 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $774 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $1.21K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 52 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 70 | $2.71K | 0.00% | −54−43.5% | Reduced |
| GAMMA Investing LLC | 84 | $3.25K | 0.00% | +45+115.4% | Added |
| Smartleaf Asset Management LLC | 86 | $3.34K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 104 | $4.03K | 0.00% | +104 | New |
| The PNC Financial Services Group, Inc. | 119 | $4.61K | 0.00% | +5+4.4% | Added |
| Quest Partners LLC | 120 | $4.65K | 0.00% | −7,700−98.5% | Reduced |
| Coldstream Capital Management Inc | 136 | $5.27K | 0.00% | +136 | New |
| Jones Financial Companies LLLP | 149 | $5.78K | 0.00% | +99+198.0% | Added |
| Versant Capital Management, Inc | 165 | $6.39K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 186 | $7.21K | 0.00% | +62+50.0% | Added |
| Harbor Capital Advisors, Inc. | 200 | $8.00K | 0.00% | +1+0.5% | Added |
| CoreCap Advisors, LLC | 235 | $9.11K | 0.00% | +235 | New |
| Leonteq Securities AG | 245 | $9.49K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $9.61K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 273 | $10.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 300 | $11.0K | 0.00% | −11,585−97.5% | Reduced |
| Quadrant Capital Group LLC | 286 | $11.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 328 | $12.7K | 0.00% | −24−6.8% | Reduced |
| Public Employees Retirement System of Ohio | 411 | $15.9K | 0.00% | −22−5.1% | Reduced |
| Amalgamated Bank | 455 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 600 | $23.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $23.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 675 | $26.2K | 0.00% | +256+61.1% | Added |
| CWM, LLC | 873 | $34.0K | 0.00% | +23+2.7% | Added |
| Advisor Group Holdings, Inc. | 942 | $36.5K | 0.00% | −7−0.7% | Reduced |
| California State Teachers Retirement System | 990 | $38.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $38.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,100 | $42.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,188 | $46.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,251 | $48.0K | 0.00% | +1,251 | New |
| Legal & General Group Plc | 1,368 | $53.0K | 0.00% | −24−1.7% | Reduced |
| US Bancorp | 2,400 | $93.0K | 0.00% | +2,400 | New |
| State of Wyoming | 2,781 | $107.8K | 0.01% | +2,781 | New |
| Police & Firemen's Retirement System of New Jersey | 2,861 | $110.9K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 3,882 | $150.4K | 0.10% | −50−1.3% | Reduced |
| Royal Bank of Canada | 3,908 | $152.0K | 0.00% | −1,289−24.8% | Reduced |
| Quantbot Technologies LP | 3,993 | $154.7K | 0.00% | −989−19.9% | Reduced |
| Perritt Capital Management Inc | 5,101 | $197.7K | 0.11% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,514 | $213.7K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,880 | $227.9K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,168 | $239.0K | 0.00% | −280−4.3% | Reduced |
| EMC Capital Management | 6,227 | $241.0K | 0.15% | 00.0% | Unchanged |
| Algert Global LLC | 6,344 | $245.8K | 0.01% | −5,770−47.6% | Reduced |
| Hohimer Wealth Management, LLC | 6,456 | $250.2K | 0.05% | +255+4.1% | Added |
| Corebridge Financial, Inc. | 6,692 | $259.3K | 0.00% | −99−1.5% | Reduced |
| Hillsdale Investment Management Inc. | 6,700 | $259.6K | 0.01% | −54,786−89.1% | Reduced |
| Intech Investment Management LLC | 7,206 | $279.2K | 0.00% | +1,693+30.7% | Added |
| Zacks Investment Management | 7,334 | $284.2K | 0.00% | −946−11.4% | Reduced |
| TSA Wealth Managment LLC | 7,607 | $294.8K | 0.12% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,702 | $298.5K | 0.01% | +37+0.5% | Added |
| Aquatic Capital Management LLC | 7,716 | $299.0K | 0.01% | +2,461+46.8% | Added |
| Mariner, LLC | 7,736 | $299.8K | 0.00% | +1,676+27.7% | Added |
| Principal Financial Group Inc | 7,746 | $300.2K | 0.00% | +46+0.6% | Added |
| Gsa Capital Partners LLP | 7,807 | $303.0K | 0.03% | −11,574−59.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,828 | $303.3K | 0.02% | +7,828 | New |
| BayBridge Capital Group, LLC | 7,935 | $307.5K | 0.22% | +7,935 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 8,090 | $313.5K | 0.00% | +312+4.0% | Added |
| Balyasny Asset Management LLC | 8,186 | $317.2K | 0.00% | +2,425+42.1% | Added |
| MetLife Investment Management | 8,218 | $318.4K | 0.00% | −5−0.1% | Reduced |
| Trexquant Investment LP | 8,293 | $321.4K | 0.00% | +8,293 | New |
| Russell Investments Group, Ltd. | 8,575 | $332.3K | 0.00% | −148−1.7% | Reduced |
| Franklin Resources Inc | 8,582 | $332.6K | 0.00% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 8,829 | $342.1K | 0.17% | −67−0.8% | Reduced |
| Verition Fund Management LLC | 9,314 | $360.9K | 0.00% | +9,314 | New |
| UBS Group AG | 9,600 | $372.0K | 0.00% | −2,525−20.8% | Reduced |
| Wolverine Trading, LLC | 9,642 | $374.2K | 0.01% | +9,642 | New |
| Deutsche Bank AG | 9,711 | $376.3K | 0.00% | −181−1.8% | Reduced |
| XTX Topco Ltd | 10,390 | $402.6K | 0.02% | −2,265−17.9% | Reduced |
| Prudential Financial Inc | 10,915 | $423.0K | 0.00% | +10,915 | New |
| Citigroup Inc | 12,000 | $465.0K | 0.00% | −886−6.9% | Reduced |
| Alliancebernstein L.P. | 12,690 | $491.7K | 0.00% | −860−6.3% | Reduced |
| Wells Fargo & Company | 12,712 | $492.6K | 0.00% | +4,628+57.2% | Added |
| Brown Advisory Inc | 13,600 | $527.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 13,777 | $533.9K | 0.00% | +13,777 | New |
| Barclays PLC | 14,570 | $564.6K | 0.00% | −6,800−31.8% | Reduced |
| Voya Investment Management LLC | 14,599 | $565.7K | 0.00% | +3,665+33.5% | Added |
| Navellier & Associates Inc | 14,288 | $568.8K | 0.08% | +14,288 | New |
| Sanctuary Advisors, LLC | 15,216 | $589.6K | 0.00% | −12,683−45.5% | Reduced |
| State of Wisconsin Investment Board | 15,420 | $597.5K | 0.00% | +3,815+32.9% | Added |
| Millennium Management LLC | 15,543 | $602.3K | 0.00% | +1,943+14.3% | Added |
| MQS Management LLC | 16,017 | $620.7K | 0.36% | +16,017 | New |
| Man Group plc | 16,200 | $627.8K | 0.00% | +1,086+7.2% | Added |
| Values First Advisors, Inc. | 17,425 | $675.3K | 0.39% | −73−0.4% | Reduced |
| Parvin Asset Management, LLC | 17,475 | $677.2K | 0.76% | −4,000−18.6% | Reduced |
| AQR Capital Management LLC | 17,503 | $678.2K | 0.00% | −4,099−19.0% | Reduced |
| Jane Street Group, LLC | 17,771 | $688.6K | 0.00% | +17,771 | New |