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
- +389.8K (+3.4%) vs. Q1 2025
- Total value
- $544.9M
- +$98.4M (+22.0%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $48 | 0.00% | +1 | New |
| Quest Partners LLC | 2 | $91 | 0.00% | −118−98.3% | Reduced |
| Essential Partners LLC | 2 | $91 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 4 | $183 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $202 | 0.00% | −1−20.0% | Reduced |
| SBI Securities Co., Ltd. | 5 | $229 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $275 | 0.00% | +6 | New |
| Parallel Advisors, LLC | 8 | $366 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $915 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $1.43K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 32 | $1.46K | 0.00% | +32 | New |
| Sterling Capital Management LLC | 34 | $1.55K | 0.00% | −36−51.4% | Reduced |
| Rothschild Investment LLC | 35 | $1.60K | 0.00% | +20+133.3% | Added |
| Smartleaf Asset Management LLC | 49 | $2.26K | 0.00% | −37−43.0% | Reduced |
| Nisa Investment Advisors, LLC | 52 | $2.38K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 53 | $2.42K | 0.00% | +53 | New |
| Allworth Financial LP | 59 | $2.70K | 0.00% | +41+227.8% | Added |
| Federated Hermes, Inc. | 83 | $3.80K | 0.00% | −103−55.4% | Reduced |
| GAMMA Investing LLC | 96 | $4.39K | 0.00% | +12+14.3% | Added |
| American National Bank | 100 | $4.57K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 134 | $6.13K | 0.00% | +124+1,240.0% | Added |
| Versant Capital Management, Inc | 165 | $7.55K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 166 | $8.00K | 0.00% | −34−17.0% | Reduced |
| National Bank of Canada | 176 | $8.04K | 0.00% | −152−46.3% | Reduced |
| J.Safra Asset Management Corp | 239 | $10.9K | 0.00% | +239 | New |
| Leonteq Securities AG | 245 | $11.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 245 | $11.2K | 0.00% | +126+105.9% | Added |
| Salem Investment Counselors Inc | 248 | $11.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 246 | $13.4K | 0.00% | −27−9.9% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 353 | $16.1K | 0.00% | −58−14.1% | Reduced |
| Larson Financial Group LLC | 443 | $20.3K | 0.00% | +339+326.0% | Added |
| Amalgamated Bank | 455 | $21.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 475 | $21.9K | 0.00% | +326+218.8% | Added |
| Brown Brothers Harriman & Co | 600 | $27.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $27.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 669 | $30.6K | 0.00% | +669 | New |
| Advisor Group Holdings, Inc. | 774 | $35.4K | 0.00% | −168−17.8% | Reduced |
| CWM, LLC | 866 | $40.0K | 0.00% | −7−0.8% | Reduced |
| California State Teachers Retirement System | 990 | $45.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,251 | $57.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,324 | $60.6K | 0.01% | −1,457−52.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,450 | $66.3K | 0.00% | +262+22.1% | Added |
| Simplex Trading, LLC | 1,526 | $69.0K | 0.00% | +1,226+408.7% | Added |
| Raymond James Financial Inc | 1,547 | $70.8K | 0.00% | +1,547 | New |
| Legal & General Group Plc | 1,558 | $71.3K | 0.00% | +190+13.9% | Added |
| Tower Research Capital LLC (TRC) | 1,750 | $80.0K | 0.00% | +1,075+159.3% | Added |
| SRS Capital Advisors, Inc. | 2,147 | $98.2K | 0.00% | +2,147 | New |
| US Bancorp | 2,184 | $99.9K | 0.00% | −216−9.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,861 | $130.9K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 3,882 | $177.6K | 0.12% | 00.0% | Unchanged |
| Creative Planning | 4,380 | $200.3K | 0.00% | +4,380 | New |
| Hohimer Wealth Management, LLC | 4,490 | $205.4K | 0.04% | −1,966−30.5% | Reduced |
| EMC Capital Management | 4,552 | $208.0K | 0.11% | −1,675−26.9% | Reduced |
| Aquatic Capital Management LLC | 4,597 | $210.3K | 0.00% | −3,119−40.4% | Reduced |
| Royal Bank of Canada | 4,773 | $218.0K | 0.00% | +865+22.1% | Added |
| Wolverine Trading, LLC | 4,820 | $222.0K | 0.01% | −4,822−50.0% | Reduced |
| Verition Fund Management LLC | 4,859 | $222.3K | 0.00% | −4,455−47.8% | Reduced |
| Sanders Morris Harris LLC | 5,000 | $228.7K | 0.05% | +5,000 | New |
| Perritt Capital Management Inc | 5,101 | $233.4K | 0.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,171 | $236.5K | 0.00% | +5,171 | New |
| Longboard Asset Management, LP | 5,224 | $238.9K | 0.59% | +5,224 | New |
| New York State Common Retirement Fund | 5,514 | $252.2K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 5,669 | $259.3K | 0.14% | +5,669 | New |
| Algert Global LLC | 5,724 | $261.8K | 0.01% | −620−9.8% | Reduced |
| Cerity Partners LLC | 6,058 | $277.1K | 0.00% | −110−1.8% | Reduced |
| Principal Financial Group Inc | 6,485 | $296.6K | 0.00% | −1,261−16.3% | Reduced |
| Mariner, LLC | 6,572 | $300.6K | 0.00% | −1,164−15.0% | Reduced |
| Hillsdale Investment Management Inc. | 6,700 | $306.5K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LLP | 6,847 | $313.2K | 0.01% | +6,847 | New |
| UBS Asset Management Americas Inc | 7,033 | $321.7K | 0.00% | +7,033 | New |
| TSA Wealth Managment LLC | 7,607 | $347.9K | 0.13% | 00.0% | Unchanged |
| Citigroup Inc | 7,733 | $353.7K | 0.00% | −4,267−35.6% | Reduced |
| Maven Securities LTD | 8,160 | $373.2K | 0.10% | −30,124−78.7% | Reduced |
| MetLife Investment Management | 8,160 | $373.2K | 0.00% | −58−0.7% | Reduced |
| BayBridge Capital Group, LLC | 8,311 | $380.1K | 0.24% | +376+4.7% | Added |
| Intech Investment Management LLC | 8,381 | $383.3K | 0.00% | +1,175+16.3% | Added |
| Deutsche Bank AG | 8,752 | $400.3K | 0.00% | −959−9.9% | Reduced |
| Integrated Quantitative Investments LLC | 8,800 | $402.5K | 0.12% | −29−0.3% | Reduced |
| Russell Investments Group, Ltd. | 8,833 | $404.0K | 0.00% | +258+3.0% | Added |
| Counterpoint Mutual Funds LLC | 9,140 | $418.1K | 0.04% | +9,140 | New |
| Zacks Investment Management | 9,267 | $423.9K | 0.00% | +1,933+26.4% | Added |
| Squarepoint Ops LLC | 9,421 | $430.9K | 0.00% | −12,953−57.9% | Reduced |
| Janney Montgomery Scott LLC | 9,505 | $435.0K | 0.00% | +9,505 | New |
| Franklin Resources Inc | 9,757 | $446.3K | 0.00% | +1,175+13.7% | Added |
| State of Wisconsin Investment Board | 11,020 | $504.1K | 0.00% | −4,400−28.5% | Reduced |
| Prudential Financial Inc | 11,245 | $514.3K | 0.00% | +330+3.0% | Added |
| HRT Financial LP | 11,929 | $545.0K | 0.00% | −7,363−38.2% | Reduced |
| Wells Fargo & Company | 13,565 | $620.4K | 0.00% | +853+6.7% | Added |
| AQR Capital Management LLC | 13,759 | $629.3K | 0.00% | −3,744−21.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 13,777 | $630.2K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,804 | $631.4K | 0.00% | +204+1.5% | Added |
| Navellier & Associates Inc | 14,311 | $654.6K | 0.08% | +23+0.2% | Added |
| Voya Investment Management LLC | 14,469 | $661.8K | 0.00% | −130−0.9% | Reduced |
| Alliancebernstein L.P. | 16,890 | $772.5K | 0.00% | +4,200+33.1% | Added |
| Parvin Asset Management, LLC | 17,475 | $799.3K | 0.82% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 17,506 | $800.7K | 0.44% | +81+0.5% | Added |
| SG Americas Securities, LLC | 18,382 | $841.0K | 0.00% | −3,552−16.2% | Reduced |