Carriage Services Inc

CSV

Exchange: NYSE
Industry: Services-Personal Services
SEC CIK: 0001016281

SEC filings (opens in a new tab)

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.

Q2 2025 vs. Q1 2025

How the institutions holding Carriage Services Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025 All holders in Q1 2025

13F holders of CSV: Q1 2025 compared with Q2 2025
Measure	Q1 2025	Of which not filed for Q2 2025	Q2 2025	Change
Holders	157	2	161	+6
Shares	11.5M	27.2K	11.9M	+389.8K (+3.4%)
Value	$447.6M	$1.05M	$544.9M	+$98.4M (+22.0%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Carriage Services Inc at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to CSV in Q2 2025
Institution	Shares	Value	% of portfolio
Seizert Capital Partners, LLC	53,514	$2.45M	0.11%
Norges Bank	40,400	$1.85M	0.00%
Campbell & CO Investment Adviser LLC	35,046	$1.60M	0.10%
HSBC Holdings PLC	33,962	$1.56M	0.00%
Lazard Asset Management LLC	32,833	$1.50M	0.00%
Axxcess Wealth Management, LLC	32,261	$1.48M	0.04%
EAM Investors, LLC	24,164	$1.11M	0.17%
CWM Advisors, LLC	19,203	$878.3K	0.10%
Janney Montgomery Scott LLC	9,505	$435.0K	0.00%
Counterpoint Mutual Funds LLC	9,140	$418.1K	0.04%
UBS Asset Management Americas Inc	7,033	$321.7K	0.00%
Caxton Associates LLP	6,847	$313.2K	0.01%
R Squared Ltd	5,669	$259.3K	0.14%
Longboard Asset Management, LP	5,224	$238.9K	0.59%
Manufacturers Life Insurance Company, The	5,171	$236.5K	0.00%
Sanders Morris Harris LLC	5,000	$228.7K	0.05%
Creative Planning	4,380	$200.3K	0.00%
SRS Capital Advisors, Inc.	2,147	$98.2K	0.00%
Raymond James Financial Inc	1,547	$70.8K	0.00%
Clearstead Advisors, LLC	669	$30.6K	0.00%
J.Safra Asset Management Corp	239	$10.9K	0.00%
American National Bank	100	$4.57K	0.00%
Kilter Group LLC	53	$2.42K	0.00%
Comerica Bank	32	$1.46K	0.00%
MAI Capital Management	6	$275	0.00%
Essential Partners LLC	2	$91	0.00%
Twin Peaks Wealth Advisors, LLC	1	$48	0.00%

Sold out (21)

Institutions that held Carriage Services Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of CSV in Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Citadel Advisors LLC	60,527	$2.35M
Alberta Investment Management Corp	37,400	$1.45M
Marshall Wace, LLP	19,456	$753.9K
Man Group plc	16,200	$627.8K
MQS Management LLC	16,017	$620.7K
Millennium Management LLC	15,543	$602.3K
Sanctuary Advisors, LLC	15,216	$589.6K
XTX Topco Ltd	10,390	$402.6K
Balyasny Asset Management LLC	8,186	$317.2K
Mirae Asset Global ETFs Holdings Ltd.	8,090	$313.5K
Y-Intercept (Hong Kong) Ltd	7,828	$303.3K
Gsa Capital Partners LLP	7,807	$303.0K
Engineers Gate Manager LP	7,702	$298.5K
Corebridge Financial, Inc.	6,692	$259.3K
Martingale Asset Management L P	5,880	$227.9K
Quantbot Technologies LP	3,993	$154.7K
Johnson Financial Group, Inc.	1,100	$42.6K
Quadrant Capital Group LLC	286	$11.1K
CoreCap Advisors, LLC	235	$9.11K
Coldstream Capital Management Inc	136	$5.27K
Northwestern Mutual Wealth Management Co	2	$78

Not filed for Q2 2025 yet (2)

Institutions that held Carriage Services Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSV in Q1 2025 that haven't filed for Q2 2025
Institution	Shares, Q1 2025	Value, Q1 2025
Credit Agricole S A	27,169	$1.05M
Lindbrook Capital, LLC	17	$659