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 |
|---|---|---|---|---|---|
| Algert Global LLC | 6,344 | $245.8K | 0.01% | −5,770−47.6% | Reduced |
| EMC Capital Management | 6,227 | $241.0K | 0.15% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,168 | $239.0K | 0.00% | −280−4.3% | Reduced |
| Martingale Asset Management L P | 5,880 | $227.9K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,514 | $213.7K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 5,101 | $197.7K | 0.11% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,993 | $154.7K | 0.00% | −989−19.9% | Reduced |
| Royal Bank of Canada | 3,908 | $152.0K | 0.00% | −1,289−24.8% | Reduced |
| Palouse Capital Management, Inc. | 3,882 | $150.4K | 0.10% | −50−1.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,861 | $110.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,781 | $107.8K | 0.01% | +2,781 | New |
| US Bancorp | 2,400 | $93.0K | 0.00% | +2,400 | New |
| Legal & General Group Plc | 1,368 | $53.0K | 0.00% | −24−1.7% | Reduced |
| New York State Teachers Retirement System | 1,251 | $48.0K | 0.00% | +1,251 | New |
| Ameritas Investment Partners, Inc. | 1,188 | $46.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,100 | $42.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $38.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 990 | $38.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 942 | $36.5K | 0.00% | −7−0.7% | Reduced |
| CWM, LLC | 873 | $34.0K | 0.00% | +23+2.7% | Added |
| Tower Research Capital LLC (TRC) | 675 | $26.2K | 0.00% | +256+61.1% | Added |
| Brown Brothers Harriman & Co | 600 | $23.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $23.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 455 | $18.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 411 | $15.9K | 0.00% | −22−5.1% | Reduced |
| National Bank of Canada | 328 | $12.7K | 0.00% | −24−6.8% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 286 | $11.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 300 | $11.0K | 0.00% | −11,585−97.5% | Reduced |
| IFP Advisors, Inc | 273 | $10.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $9.61K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 245 | $9.49K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 235 | $9.11K | 0.00% | +235 | New |
| Harbor Capital Advisors, Inc. | 200 | $8.00K | 0.00% | +1+0.5% | Added |
| Federated Hermes, Inc. | 186 | $7.21K | 0.00% | +62+50.0% | Added |
| Versant Capital Management, Inc | 165 | $6.39K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 149 | $5.78K | 0.00% | +99+198.0% | Added |
| Coldstream Capital Management Inc | 136 | $5.27K | 0.00% | +136 | New |
| Quest Partners LLC | 120 | $4.65K | 0.00% | −7,700−98.5% | Reduced |
| The PNC Financial Services Group, Inc. | 119 | $4.61K | 0.00% | +5+4.4% | Added |
| Larson Financial Group LLC | 104 | $4.03K | 0.00% | +104 | New |
| Smartleaf Asset Management LLC | 86 | $3.34K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 84 | $3.25K | 0.00% | +45+115.4% | Added |
| Sterling Capital Management LLC | 70 | $2.71K | 0.00% | −54−43.5% | Reduced |
| Nisa Investment Advisors, LLC | 52 | $2.02K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $1.21K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $774 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $704 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $659 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $581 | 0.00% | +5+50.0% | Added |
| EverSource Wealth Advisors, LLC | 10 | $388 | 0.00% | +4+66.7% | Added |
| Parallel Advisors, LLC | 8 | $310 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5 | $195 | 0.00% | −1−16.7% | Reduced |
| SBI Securities Co., Ltd. | 5 | $194 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $155 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5 | $0 | 0.00% | +5 | New |
| 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 |