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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 5,000 | $228.7K | 0.05% | +5,000 | New |
| Verition Fund Management LLC | 4,859 | $222.3K | 0.00% | −4,455−47.8% | Reduced |
| Wolverine Trading, LLC | 4,820 | $222.0K | 0.01% | −4,822−50.0% | Reduced |
| Royal Bank of Canada | 4,773 | $218.0K | 0.00% | +865+22.1% | Added |
| Aquatic Capital Management LLC | 4,597 | $210.3K | 0.00% | −3,119−40.4% | Reduced |
| EMC Capital Management | 4,552 | $208.0K | 0.11% | −1,675−26.9% | Reduced |
| Hohimer Wealth Management, LLC | 4,490 | $205.4K | 0.04% | −1,966−30.5% | Reduced |
| Creative Planning | 4,380 | $200.3K | 0.00% | +4,380 | New |
| Palouse Capital Management, Inc. | 3,882 | $177.6K | 0.12% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,861 | $130.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,184 | $99.9K | 0.00% | −216−9.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,147 | $98.2K | 0.00% | +2,147 | New |
| Tower Research Capital LLC (TRC) | 1,750 | $80.0K | 0.00% | +1,075+159.3% | Added |
| Legal & General Group Plc | 1,558 | $71.3K | 0.00% | +190+13.9% | Added |
| Raymond James Financial Inc | 1,547 | $70.8K | 0.00% | +1,547 | New |
| Simplex Trading, LLC | 1,526 | $69.0K | 0.00% | +1,226+408.7% | Added |
| Ameritas Investment Partners, Inc. | 1,450 | $66.3K | 0.00% | +262+22.1% | Added |
| State of Wyoming | 1,324 | $60.6K | 0.01% | −1,457−52.4% | Reduced |
| New York State Teachers Retirement System | 1,251 | $57.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 990 | $45.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 866 | $40.0K | 0.00% | −7−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 774 | $35.4K | 0.00% | −168−17.8% | Reduced |
| Clearstead Advisors, LLC | 669 | $30.6K | 0.00% | +669 | New |
| Brown Brothers Harriman & Co | 600 | $27.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $27.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 475 | $21.9K | 0.00% | +326+218.8% | Added |
| Amalgamated Bank | 455 | $21.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 443 | $20.3K | 0.00% | +339+326.0% | Added |
| Public Employees Retirement System of Ohio | 353 | $16.1K | 0.00% | −58−14.1% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 246 | $13.4K | 0.00% | −27−9.9% | Reduced |
| Salem Investment Counselors Inc | 248 | $11.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 245 | $11.2K | 0.00% | +126+105.9% | Added |
| Leonteq Securities AG | 245 | $11.2K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 239 | $10.9K | 0.00% | +239 | New |
| National Bank of Canada | 176 | $8.04K | 0.00% | −152−46.3% | Reduced |
| Harbor Capital Advisors, Inc. | 166 | $8.00K | 0.00% | −34−17.0% | Reduced |
| Versant Capital Management, Inc | 165 | $7.55K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 134 | $6.13K | 0.00% | +124+1,240.0% | Added |
| American National Bank | 100 | $4.57K | 0.00% | +100 | New |
| GAMMA Investing LLC | 96 | $4.39K | 0.00% | +12+14.3% | Added |
| Federated Hermes, Inc. | 83 | $3.80K | 0.00% | −103−55.4% | Reduced |
| Allworth Financial LP | 59 | $2.70K | 0.00% | +41+227.8% | Added |
| Kilter Group LLC | 53 | $2.42K | 0.00% | +53 | New |
| Nisa Investment Advisors, LLC | 52 | $2.38K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 49 | $2.26K | 0.00% | −37−43.0% | Reduced |
| Rothschild Investment LLC | 35 | $1.60K | 0.00% | +20+133.3% | Added |
| Sterling Capital Management LLC | 34 | $1.55K | 0.00% | −36−51.4% | Reduced |
| Comerica Bank | 32 | $1.46K | 0.00% | +32 | New |
| New England Capital Financial Advisors LLC | 31 | $1.43K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $915 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $366 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $275 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 5 | $229 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $202 | 0.00% | −1−20.0% | Reduced |
| Aventura Private Wealth, LLC | 4 | $183 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $91 | 0.00% | −118−98.3% | Reduced |
| Essential Partners LLC | 2 | $91 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $48 | 0.00% | +1 | New |
| Bessemer Group Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |