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, Q2 2025
Institutional positions in Carriage Services Inc as of Jun 30, 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
- 161
- +6 vs. Q1 2025
- Shares held
- 11.9M
- +379.9K (+3.3%) vs. Q1 2025
- Total value
- $545.1M
- +$98.0M (+21.9%) vs. Q1 2025
- New holders
- 27
- 54 more added
- Sold out
- 21
- 51 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,353,940 | $107.7M | 0.01% | +142,048+6.4% | Added |
| BlackRock, Inc. | 1,041,103 | $47.6M | 0.00% | +66,653+6.8% | Added |
| Vanguard Group Inc | 982,423 | $44.9M | 0.00% | +41,011+4.4% | Added |
| LSV Asset Management | 642,017 | $29.4M | 0.07% | −6,400−1.0% | Reduced |
| Dimensional Fund Advisors LP | 619,802 | $28.4M | 0.01% | −45,454−6.8% | Reduced |
| Renaissance Technologies LLC | 526,700 | $24.1M | 0.03% | +13,800+2.7% | Added |
| Ameriprise Financial Inc | 477,238 | $21.8M | 0.01% | +52,889+12.5% | Added |
| Geode Capital Management, LLC | 350,092 | $16.0M | 0.00% | +17,931+5.4% | Added |
| State Street Corp | 297,829 | $13.6M | 0.00% | +1,736+0.6% | Added |
| Heartland Advisors Inc | 254,550 | $11.6M | 0.65% | −18,941−6.9% | Reduced |
| De Lisle Partners LLP | 209,777 | $9.60M | 1.35% | +25,676+13.9% | Added |
| Boston Partners | 202,581 | $9.27M | 0.01% | +14,056+7.5% | Added |
| Morgan Stanley | 187,793 | $8.59M | 0.00% | +8,472+4.7% | Added |
| Arrowstreet Capital, Limited Partnership | 185,966 | $8.51M | 0.01% | −39,348−17.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 153,580 | $7.02M | 0.01% | −14,499−8.6% | Reduced |
| Manatuck Hill Partners, LLC | 145,000 | $6.63M | 2.50% | 00.0% | Unchanged |
| RBF Capital, LLC | 143,430 | $6.56M | 0.32% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 133,215 | $6.09M | 0.10% | −500.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 132,695 | $6.07M | 0.37% | +41,195+45.0% | Added |
| Bank of New York Mellon Corp | 121,287 | $5.55M | 0.00% | +5,894+5.1% | Added |
| Kennedy Capital Management, Inc. | 113,292 | $5.18M | 0.12% | +8,176+7.8% | Added |
| Charles Schwab Investment Management Inc | 110,537 | $5.06M | 0.00% | +4,399+4.1% | Added |
| Northern Trust Corp | 108,859 | $4.98M | 0.00% | +1,835+1.7% | Added |
| Bard Associates Inc | 107,310 | $4.91M | 1.58% | −3,450−3.1% | Reduced |
| Two Sigma Advisers, LP | 104,700 | $4.79M | 0.01% | +17,700+20.3% | Added |
| JPMorgan Chase & Co | 96,521 | $4.41M | 0.00% | −22,430−18.9% | Reduced |
| Regions Financial Corp | 94,028 | $4.30M | 0.03% | +22,284+31.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $4.09M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 84,482 | $3.86M | 0.01% | +36,915+77.6% | Added |
| Qube Research & Technologies Ltd | 81,996 | $3.75M | 0.01% | +16,406+25.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 79,155 | $3.62M | 0.20% | −2,210−2.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 77,283 | $3.53M | 0.01% | −1,566−2.0% | Reduced |
| JB Capital Partners LP | 71,007 | $3.24M | 0.60% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 70,545 | $3.23M | 0.00% | +2,160+3.2% | Added |
| Nuveen, LLC | 67,132 | $3.07M | 0.00% | −40,134−37.4% | Reduced |
| LPL Financial LLC | 61,376 | $2.81M | 0.00% | −74,517−54.8% | Reduced |
| Seizert Capital Partners, LLC | 53,514 | $2.45M | 0.11% | +53,514 | New |
| NFJ Investment Group, LLC | 53,355 | $2.44M | 0.09% | −333−0.6% | Reduced |
| Bank of America Corp | 52,459 | $2.40M | 0.00% | +29,692+130.4% | Added |
| Mendel Money Management | 52,359 | $2.39M | 1.06% | −4,290−7.6% | Reduced |
| Trexquant Investment LP | 52,070 | $2.38M | 0.03% | +43,777+527.9% | Added |
| Goldman Sachs Group Inc | 50,791 | $2.32M | 0.00% | +8,018+18.7% | Added |
| First Trust Advisors LP | 42,669 | $1.95M | 0.00% | +3,001+7.6% | Added |
| Norges Bank | 40,400 | $1.85M | 0.00% | +40,400 | New |
| BNP Paribas Arbitrage, SA | 39,961 | $1.83M | 0.00% | +4,039+11.2% | Added |
| Campbell & CO Investment Adviser LLC | 35,046 | $1.60M | 0.10% | +35,046 | New |
| HSBC Holdings PLC | 33,962 | $1.56M | 0.00% | +33,962 | New |
| UBS Group AG | 33,209 | $1.52M | 0.00% | +23,609+245.9% | Added |
| Lazard Asset Management LLC | 32,833 | $1.50M | 0.00% | +32,833 | New |
| Axxcess Wealth Management, LLC | 32,261 | $1.48M | 0.04% | +32,261 | New |
| American Century Companies Inc | 30,573 | $1.40M | 0.00% | +2,691+9.7% | Added |
| Susquehanna International Group, LLP | 30,227 | $1.38M | 0.00% | −4,261−12.4% | Reduced |
| Barclays PLC | 30,207 | $1.38M | 0.00% | +15,637+107.3% | Added |
| Invesco Ltd. | 28,647 | $1.31M | 0.00% | −1,758−5.8% | Reduced |
| Penn Mutual Asset Management, LLC | 28,468 | $1.30M | 2.30% | +3,873+15.7% | Added |
| EAM Investors, LLC | 24,164 | $1.11M | 0.17% | +24,164 | New |
| Jane Street Group, LLC | 23,120 | $1.06M | 0.00% | +5,349+30.1% | Added |
| Rhumbline Advisers | 21,856 | $999.7K | 0.00% | +1,654+8.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,967 | $959.0K | 0.00% | −13,675−39.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 19,654 | $899.0K | 0.10% | −10,992−35.9% | Reduced |
| CWM Advisors, LLC | 19,203 | $878.3K | 0.10% | +19,203 | New |
| SG Americas Securities, LLC | 18,382 | $841.0K | 0.00% | −3,552−16.2% | Reduced |
| Values First Advisors, Inc. | 17,506 | $800.7K | 0.44% | +81+0.5% | Added |
| Parvin Asset Management, LLC | 17,475 | $799.3K | 0.82% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 16,890 | $772.5K | 0.00% | +4,200+33.1% | Added |
| Voya Investment Management LLC | 14,469 | $661.8K | 0.00% | −14,729−50.4% | Reduced |
| Navellier & Associates Inc | 14,311 | $654.6K | 0.08% | +23+0.2% | Added |
| Brown Advisory Inc | 13,804 | $631.4K | 0.00% | +204+1.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 13,777 | $630.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 13,759 | $629.3K | 0.00% | −3,744−21.4% | Reduced |
| Wells Fargo & Company | 13,565 | $620.4K | 0.00% | +853+6.7% | Added |
| HRT Financial LP | 11,929 | $545.0K | 0.00% | −7,363−38.2% | Reduced |
| Prudential Financial Inc | 11,245 | $514.3K | 0.00% | +330+3.0% | Added |
| State of Wisconsin Investment Board | 11,020 | $504.1K | 0.00% | −4,400−28.5% | Reduced |
| Franklin Resources Inc | 9,757 | $446.3K | 0.00% | +1,175+13.7% | Added |
| Royal Bank of Canada | 9,546 | $436.0K | 0.00% | +5,638+144.3% | Added |
| Janney Montgomery Scott LLC | 9,505 | $435.0K | 0.00% | +9,505 | New |
| Squarepoint Ops LLC | 9,421 | $430.9K | 0.00% | −12,953−57.9% | Reduced |
| Zacks Investment Management | 9,267 | $423.9K | 0.00% | +1,933+26.4% | Added |
| Counterpoint Mutual Funds LLC | 9,140 | $418.1K | 0.04% | +9,140 | New |
| Russell Investments Group, Ltd. | 8,833 | $404.0K | 0.00% | +258+3.0% | Added |
| Integrated Quantitative Investments LLC | 8,800 | $402.5K | 0.12% | −29−0.3% | Reduced |
| Deutsche Bank AG | 8,752 | $400.3K | 0.00% | −959−9.9% | Reduced |
| Intech Investment Management LLC | 8,381 | $383.3K | 0.00% | +1,175+16.3% | Added |
| BayBridge Capital Group, LLC | 8,311 | $380.1K | 0.24% | +376+4.7% | Added |
| MetLife Investment Management | 8,160 | $373.2K | 0.00% | −58−0.7% | Reduced |
| Maven Securities LTD | 8,160 | $373.2K | 0.10% | −30,124−78.7% | Reduced |
| Citigroup Inc | 7,733 | $353.7K | 0.00% | −4,267−35.6% | Reduced |
| TSA Wealth Managment LLC | 7,607 | $347.9K | 0.13% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 7,033 | $321.7K | 0.00% | +7,033 | New |
| Caxton Associates LLP | 6,847 | $313.2K | 0.01% | +6,847 | New |
| Hillsdale Investment Management Inc. | 6,700 | $306.5K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 6,572 | $300.6K | 0.00% | −1,164−15.0% | Reduced |
| Principal Financial Group Inc | 6,485 | $296.6K | 0.00% | −1,261−16.3% | Reduced |
| Cerity Partners LLC | 6,058 | $277.1K | 0.00% | −110−1.8% | Reduced |
| Algert Global LLC | 5,724 | $261.8K | 0.01% | −620−9.8% | Reduced |
| R Squared Ltd | 5,669 | $259.3K | 0.14% | +5,669 | New |
| New York State Common Retirement Fund | 5,514 | $252.2K | 0.00% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 5,224 | $238.9K | 0.59% | +5,224 | New |
| Manufacturers Life Insurance Company, The | 5,171 | $236.5K | 0.00% | +5,171 | New |