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 |
|---|---|---|---|---|---|
| HRT Financial LP | 19,292 | $747.0K | 0.00% | −7,021−26.7% | Reduced |
| Marshall Wace, LLP | 19,456 | $753.9K | 0.00% | −24,695−55.9% | Reduced |
| Rhumbline Advisers | 20,202 | $782.8K | 0.00% | −12,024−37.3% | Reduced |
| SG Americas Securities, LLC | 21,934 | $850.0K | 0.00% | +13,892+172.7% | Added |
| Squarepoint Ops LLC | 22,374 | $867.0K | 0.00% | +15,293+216.0% | Added |
| Bank of America Corp | 22,767 | $882.2K | 0.00% | −14,483−38.9% | Reduced |
| Penn Mutual Asset Management, LLC | 24,595 | $953.1K | 1.83% | +3,095+14.4% | Added |
| Credit Agricole S A | 27,169 | $1.05M | 0.00% | +27,169 | New |
| American Century Companies Inc | 27,882 | $1.08M | 0.00% | +2,990+12.0% | Added |
| Invesco Ltd. | 30,405 | $1.18M | 0.00% | −1,434−4.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,646 | $1.19M | 0.15% | +3,289+12.0% | Added |
| Susquehanna International Group, LLP | 34,488 | $1.34M | 0.00% | +17,461+102.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,642 | $1.34M | 0.01% | −16,000−31.6% | Reduced |
| BNP Paribas Arbitrage, SA | 35,922 | $1.39M | 0.00% | −28,520−44.3% | Reduced |
| Alberta Investment Management Corp | 37,400 | $1.45M | 0.01% | +2,500+7.2% | Added |
| Maven Securities LTD | 38,284 | $1.48M | 0.32% | +38,284 | New |
| First Trust Advisors LP | 39,668 | $1.54M | 0.00% | −690−1.7% | Reduced |
| Goldman Sachs Group Inc | 42,773 | $1.66M | 0.00% | −9,223−17.7% | Reduced |
| Two Sigma Investments, LP | 47,567 | $1.84M | 0.00% | −36,760−43.6% | Reduced |
| NFJ Investment Group, LLC | 53,688 | $2.08M | 0.07% | 00.0% | Unchanged |
| Mendel Money Management | 56,649 | $2.20M | 1.04% | −3,712−6.1% | Reduced |
| Citadel Advisors LLC | 60,527 | $2.35M | 0.00% | +21,441+54.9% | Added |
| Qube Research & Technologies Ltd | 65,590 | $2.54M | 0.00% | −7,371−10.1% | Reduced |
| Price T Rowe Associates Inc | 68,385 | $2.65M | 0.00% | −9,303−12.0% | Reduced |
| JB Capital Partners LP | 71,007 | $2.74M | 0.58% | 00.0% | Unchanged |
| Regions Financial Corp | 71,744 | $2.78M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 78,849 | $3.06M | 0.01% | +1,500+1.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 81,365 | $3.15M | 0.18% | +24,345+42.7% | Added |
| Two Sigma Advisers, LP | 87,000 | $3.37M | 0.01% | −28,100−24.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.47M | 0.01% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 91,500 | $3.55M | 0.23% | +91,500 | New |
| Kennedy Capital Management, Inc. | 105,116 | $4.07M | 0.10% | −2,894−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 106,138 | $4.11M | 0.00% | −32,525−23.5% | Reduced |
| Northern Trust Corp | 107,024 | $4.15M | 0.00% | −7,385−6.5% | Reduced |
| Nuveen, LLC | 107,266 | $4.16M | 0.00% | +107,266 | New |
| Bard Associates Inc | 110,760 | $4.29M | 1.60% | −591−0.5% | Reduced |
| Bank of New York Mellon Corp | 115,393 | $4.47M | 0.00% | −4,165−3.5% | Reduced |
| JPMorgan Chase & Co | 118,951 | $4.61M | 0.00% | −24,038−16.8% | Reduced |
| Nicholas Company, Inc. | 133,265 | $5.16M | 0.09% | +650.0% | Added |
| LPL Financial LLC | 135,893 | $5.27M | 0.00% | +74,193+120.2% | Added |
| RBF Capital, LLC | 143,430 | $5.56M | 0.35% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 145,000 | $5.62M | 2.59% | +90,000+163.6% | Added |
| Allspring Global Investments Holdings, LLC | 168,079 | $6.51M | 0.01% | +18,130+12.1% | Added |
| Morgan Stanley | 179,321 | $6.95M | 0.00% | −14,458−7.5% | Reduced |
| De Lisle Partners LLP | 184,101 | $7.15M | 1.19% | +60,030+48.4% | Added |
| Boston Partners | 188,525 | $7.31M | 0.01% | −2,199−1.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 225,314 | $8.73M | 0.01% | −11,914−5.0% | Reduced |
| Heartland Advisors Inc | 273,491 | $10.6M | 0.61% | −60,109−18.0% | Reduced |
| State Street Corp | 296,093 | $11.5M | 0.00% | −3,218−1.1% | Reduced |
| Geode Capital Management, LLC | 332,161 | $12.9M | 0.00% | +16,225+5.1% | Added |
| Ameriprise Financial Inc | 424,349 | $16.4M | 0.00% | −1,090,264−72.0% | Reduced |
| Renaissance Technologies LLC | 512,900 | $19.9M | 0.03% | −24,900−4.6% | Reduced |
| LSV Asset Management | 648,417 | $25.1M | 0.06% | +57,500+9.7% | Added |
| Dimensional Fund Advisors LP | 665,256 | $25.8M | 0.01% | −69,572−9.5% | Reduced |
| Vanguard Group Inc | 941,412 | $36.5M | 0.00% | +24,138+2.6% | Added |
| BlackRock, Inc. | 974,450 | $37.8M | 0.00% | −7,896−0.8% | Reduced |
| FMR LLC | 2,211,892 | $85.7M | 0.01% | +1,793,722+428.9% | Added |
| Praetorian PR LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −34,719−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −20,604−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −17,424−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −9,142−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,833−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,387−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,046−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,733−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,183−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,303−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −5,081−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |