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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 19,203 | $878.3K | 0.10% | +19,203 | New |
| Linden Thomas Advisory Services, LLC | 19,654 | $899.0K | 0.10% | −10,992−35.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,967 | $959.0K | 0.00% | −13,675−39.5% | Reduced |
| Rhumbline Advisers | 21,856 | $999.7K | 0.00% | +1,654+8.2% | Added |
| Jane Street Group, LLC | 23,120 | $1.06M | 0.00% | +5,349+30.1% | Added |
| EAM Investors, LLC | 24,164 | $1.11M | 0.17% | +24,164 | New |
| Penn Mutual Asset Management, LLC | 28,468 | $1.30M | 2.30% | +3,873+15.7% | Added |
| Invesco Ltd. | 28,647 | $1.31M | 0.00% | −1,758−5.8% | Reduced |
| Barclays PLC | 30,207 | $1.38M | 0.00% | +15,637+107.3% | Added |
| Susquehanna International Group, LLP | 30,227 | $1.38M | 0.00% | −4,261−12.4% | Reduced |
| American Century Companies Inc | 30,573 | $1.40M | 0.00% | +2,691+9.7% | Added |
| Axxcess Wealth Management, LLC | 32,261 | $1.48M | 0.04% | +32,261 | New |
| Lazard Asset Management LLC | 32,833 | $1.50M | 0.00% | +32,833 | New |
| UBS Group AG | 33,209 | $1.52M | 0.00% | +23,609+245.9% | Added |
| HSBC Holdings PLC | 33,962 | $1.56M | 0.00% | +33,962 | New |
| Campbell & CO Investment Adviser LLC | 35,046 | $1.60M | 0.10% | +35,046 | New |
| BNP Paribas Arbitrage, SA | 39,961 | $1.83M | 0.00% | +4,039+11.2% | Added |
| Norges Bank | 40,400 | $1.85M | 0.00% | +40,400 | New |
| First Trust Advisors LP | 42,669 | $1.95M | 0.00% | +3,001+7.6% | Added |
| Goldman Sachs Group Inc | 50,791 | $2.32M | 0.00% | +8,018+18.7% | Added |
| Trexquant Investment LP | 52,070 | $2.38M | 0.03% | +43,777+527.9% | Added |
| Mendel Money Management | 52,359 | $2.39M | 1.06% | −4,290−7.6% | Reduced |
| Bank of America Corp | 52,459 | $2.40M | 0.00% | +29,692+130.4% | Added |
| NFJ Investment Group, LLC | 53,355 | $2.44M | 0.09% | −333−0.6% | Reduced |
| Seizert Capital Partners, LLC | 53,514 | $2.45M | 0.11% | +53,514 | New |
| LPL Financial LLC | 61,376 | $2.81M | 0.00% | −74,517−54.8% | Reduced |
| Nuveen, LLC | 67,132 | $3.07M | 0.00% | −40,134−37.4% | Reduced |
| Price T Rowe Associates Inc | 70,545 | $3.23M | 0.00% | +2,160+3.2% | Added |
| JB Capital Partners LP | 71,007 | $3.24M | 0.60% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 77,283 | $3.53M | 0.01% | −1,566−2.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 79,155 | $3.62M | 0.20% | −2,210−2.7% | Reduced |
| Qube Research & Technologies Ltd | 81,996 | $3.75M | 0.01% | +16,406+25.0% | Added |
| Two Sigma Investments, LP | 84,482 | $3.86M | 0.01% | +36,915+77.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $4.09M | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 94,028 | $4.30M | 0.03% | +22,284+31.1% | Added |
| JPMorgan Chase & Co | 96,521 | $4.41M | 0.00% | −22,430−18.9% | Reduced |
| Two Sigma Advisers, LP | 104,700 | $4.79M | 0.01% | +17,700+20.3% | Added |
| Bard Associates Inc | 107,310 | $4.91M | 1.58% | −3,450−3.1% | Reduced |
| Northern Trust Corp | 108,859 | $4.98M | 0.00% | +1,835+1.7% | Added |
| Charles Schwab Investment Management Inc | 110,537 | $5.06M | 0.00% | +4,399+4.1% | Added |
| Kennedy Capital Management, Inc. | 113,292 | $5.18M | 0.12% | +8,176+7.8% | Added |
| Bank of New York Mellon Corp | 121,287 | $5.55M | 0.00% | +5,894+5.1% | Added |
| Punch & Associates Investment Management, Inc. | 132,695 | $6.07M | 0.37% | +41,195+45.0% | Added |
| Nicholas Company, Inc. | 133,215 | $6.09M | 0.10% | −500.0% | Reduced |
| RBF Capital, LLC | 143,430 | $6.56M | 0.32% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 145,000 | $6.63M | 2.50% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 153,580 | $7.02M | 0.01% | −14,499−8.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 185,966 | $8.51M | 0.01% | −39,348−17.5% | Reduced |
| Morgan Stanley | 187,793 | $8.59M | 0.00% | +8,472+4.7% | Added |
| Boston Partners | 202,581 | $9.27M | 0.01% | +14,056+7.5% | Added |
| De Lisle Partners LLP | 209,777 | $9.60M | 1.35% | +25,676+13.9% | Added |
| Heartland Advisors Inc | 254,550 | $11.6M | 0.65% | −18,941−6.9% | Reduced |
| State Street Corp | 297,829 | $13.6M | 0.00% | +1,736+0.6% | Added |
| Geode Capital Management, LLC | 350,092 | $16.0M | 0.00% | +17,931+5.4% | Added |
| Ameriprise Financial Inc | 477,238 | $21.8M | 0.01% | +52,889+12.5% | Added |
| Renaissance Technologies LLC | 526,700 | $24.1M | 0.03% | +13,800+2.7% | Added |
| Dimensional Fund Advisors LP | 619,802 | $28.4M | 0.01% | −45,454−6.8% | Reduced |
| LSV Asset Management | 642,017 | $29.4M | 0.07% | −6,400−1.0% | Reduced |
| Vanguard Group Inc | 982,423 | $44.9M | 0.00% | +41,011+4.4% | Added |
| BlackRock, Inc. | 1,041,103 | $47.6M | 0.00% | +66,653+6.8% | Added |
| FMR LLC | 2,353,940 | $107.7M | 0.01% | +142,048+6.4% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −60,527−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −37,400−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −19,456−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −16,017−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,543−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −15,216−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,390−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,186−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,828−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,807−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,702−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −6,692−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,880−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,993−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |