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, Q3 2025
Institutional positions in Carriage Services Inc as of Sep 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
- 173
- +12 vs. Q2 2025
- Shares held
- 12.3M
- +412.7K (+3.5%) vs. Q2 2025
- Total value
- $549.1M
- +$4.01M (+0.7%) vs. Q2 2025
- New holders
- 31
- 52 more added
- Sold out
- 19
- 55 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,354,772 | $104.9M | 0.01% | +8320.0% | Added |
| BlackRock, Inc. | 1,026,103 | $45.7M | 0.00% | −15,000−1.4% | Reduced |
| Vanguard Group Inc | 1,021,161 | $45.5M | 0.00% | +38,738+3.9% | Added |
| LSV Asset Management | 609,117 | $27.1M | 0.06% | −32,900−5.1% | Reduced |
| Dimensional Fund Advisors LP | 607,822 | $27.1M | 0.01% | −11,980−1.9% | Reduced |
| Renaissance Technologies LLC | 483,900 | $21.6M | 0.03% | −42,800−8.1% | Reduced |
| Ameriprise Financial Inc | 480,788 | $21.4M | 0.00% | +3,550+0.7% | Added |
| Geode Capital Management, LLC | 380,148 | $16.9M | 0.00% | +30,056+8.6% | Added |
| State Street Corp | 307,322 | $13.7M | 0.00% | +9,493+3.2% | Added |
| JPMorgan Chase & Co | 242,546 | $10.8M | 0.00% | +146,025+151.3% | Added |
| De Lisle Partners LLP | 232,231 | $10.4M | 1.27% | +22,454+10.7% | Added |
| Boston Partners | 222,130 | $9.89M | 0.01% | +19,549+9.6% | Added |
| Punch & Associates Investment Management, Inc. | 211,425 | $9.42M | 0.55% | +78,730+59.3% | Added |
| Regions Financial Corp | 209,516 | $9.33M | 0.03% | +115,488+122.8% | Added |
| Heartland Advisors Inc | 207,300 | $9.23M | 0.49% | −47,250−18.6% | Reduced |
| Morgan Stanley | 174,029 | $7.75M | 0.00% | −13,764−7.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 152,561 | $6.80M | 0.00% | −33,405−18.0% | Reduced |
| Manatuck Hill Partners, LLC | 152,000 | $6.77M | 2.30% | +7,000+4.8% | Added |
| RBF Capital, LLC | 143,430 | $6.39M | 0.29% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 142,929 | $6.37M | 0.01% | −10,651−6.9% | Reduced |
| Qube Research & Technologies Ltd | 134,440 | $5.99M | 0.01% | +52,444+64.0% | Added |
| Nicholas Company, Inc. | 133,190 | $5.93M | 0.10% | −250.0% | Reduced |
| Charles Schwab Investment Management Inc | 128,490 | $5.72M | 0.00% | +17,953+16.2% | Added |
| Two Sigma Advisers, LP | 127,800 | $5.69M | 0.01% | +23,100+22.1% | Added |
| Two Sigma Investments, LP | 124,267 | $5.53M | 0.01% | +39,785+47.1% | Added |
| Bank of New York Mellon Corp | 116,764 | $5.20M | 0.00% | −4,523−3.7% | Reduced |
| Northern Trust Corp | 115,059 | $5.12M | 0.00% | +6,200+5.7% | Added |
| Kennedy Capital Management, Inc. | 112,896 | $5.03M | 0.11% | −396−0.3% | Reduced |
| Price T Rowe Associates Inc | 103,011 | $4.59M | 0.00% | +32,466+46.0% | Added |
| Bard Associates Inc | 102,024 | $4.54M | 1.21% | −5,286−4.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.99M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 86,882 | $3.87M | 0.01% | +86,882 | New |
| Seizert Capital Partners, LLC | 83,039 | $3.70M | 0.16% | +29,525+55.2% | Added |
| Goldman Sachs Group Inc | 79,034 | $3.52M | 0.00% | +28,243+55.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 78,955 | $3.52M | 0.18% | −200−0.3% | Reduced |
| JB Capital Partners LP | 71,007 | $3.16M | 0.54% | 00.0% | Unchanged |
| LPL Financial LLC | 59,963 | $2.67M | 0.00% | −1,413−2.3% | Reduced |
| UBS Group AG | 54,003 | $2.41M | 0.00% | +20,794+62.6% | Added |
| First Trust Advisors LP | 48,425 | $2.16M | 0.00% | +5,756+13.5% | Added |
| Credit Agricole S A | 46,926 | $2.09M | 0.01% | +46,926 | New |
| Axxcess Wealth Management, LLC | 45,964 | $2.05M | 0.04% | +13,703+42.5% | Added |
| HRT Financial LP | 44,953 | $2.00M | 0.01% | +33,024+276.8% | Added |
| Marshall Wace, LLP | 43,141 | $1.92M | 0.00% | +43,141 | New |
| Mendel Money Management | 39,929 | $1.78M | 0.75% | −12,430−23.7% | Reduced |
| Bank of America Corp | 34,902 | $1.55M | 0.00% | −17,557−33.5% | Reduced |
| Nuveen, LLC | 33,134 | $1.48M | 0.00% | −33,998−50.6% | Reduced |
| American Century Companies Inc | 33,009 | $1.47M | 0.00% | +2,436+8.0% | Added |
| Invesco Ltd. | 31,500 | $1.40M | 0.00% | +2,853+10.0% | Added |
| NFJ Investment Group, LLC | 31,389 | $1.40M | 0.05% | −21,966−41.2% | Reduced |
| Navellier & Associates Inc | 26,932 | $1.20M | 0.12% | +12,621+88.2% | Added |
| Jacobs Levy Equity Management, Inc | 25,556 | $1.14M | 0.00% | −51,727−66.9% | Reduced |
| Rhumbline Advisers | 21,275 | $947.6K | 0.00% | −581−2.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,072 | $938.5K | 0.07% | −13,974−39.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 20,516 | $913.8K | 0.09% | +862+4.4% | Added |
| Barclays PLC | 20,325 | $905.3K | 0.00% | −9,882−32.7% | Reduced |
| Millennium Management LLC | 19,532 | $870.0K | 0.00% | +19,532 | New |
| Penn Mutual Asset Management, LLC | 18,468 | $822.6K | 1.60% | −10,000−35.1% | Reduced |
| SG Americas Securities, LLC | 17,514 | $780.0K | 0.00% | −868−4.7% | Reduced |
| Parvin Asset Management, LLC | 17,425 | $776.1K | 0.69% | −50−0.3% | Reduced |
| Values First Advisors, Inc. | 17,219 | $767.0K | 0.41% | −287−1.6% | Reduced |
| Alliancebernstein L.P. | 16,890 | $752.3K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 16,669 | $742.4K | 0.43% | +16,669 | New |
| Magnetar Financial LLC | 15,570 | $693.5K | 0.00% | +15,570 | New |
| Jane Street Group, LLC | 15,276 | $680.4K | 0.00% | −7,844−33.9% | Reduced |
| R Squared Ltd | 15,274 | $680.3K | 0.29% | +9,605+169.4% | Added |
| Sanctuary Advisors, LLC | 15,216 | $589.6K | 0.00% | +15,216 | New |
| Perritt Capital Management Inc | 12,992 | $578.7K | 0.27% | +7,891+154.7% | Added |
| Voya Investment Management LLC | 12,466 | $555.2K | 0.00% | −2,003−13.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,449 | $554.5K | 0.00% | −8,518−40.6% | Reduced |
| State of Wisconsin Investment Board | 12,320 | $548.7K | 0.00% | +1,300+11.8% | Added |
| Aquatic Capital Management LLC | 12,051 | $536.8K | 0.01% | +7,454+162.1% | Added |
| Dynamic Technology Lab Private Ltd | 11,222 | $500.0K | 0.08% | +11,222 | New |
| Balyasny Asset Management LLC | 11,126 | $495.6K | 0.00% | +11,126 | New |
| Quantbot Technologies LP | 10,871 | $484.2K | 0.01% | +10,871 | New |
| Deutsche Bank AG | 10,828 | $482.3K | 0.00% | +2,076+23.7% | Added |
| HSBC Holdings PLC | 10,606 | $475.0K | 0.00% | −23,356−68.8% | Reduced |
| AQR Capital Management LLC | 10,329 | $460.1K | 0.00% | −3,430−24.9% | Reduced |
| Brown Advisory Inc | 10,204 | $454.5K | 0.00% | −3,600−26.1% | Reduced |
| Janney Montgomery Scott LLC | 10,147 | $452.0K | 0.00% | +642+6.8% | Added |
| Wells Fargo & Company | 10,025 | $446.5K | 0.00% | −3,540−26.1% | Reduced |
| Franklin Resources Inc | 9,757 | $434.6K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 9,463 | $421.5K | 0.01% | +9,463 | New |
| Principal Financial Group Inc | 9,097 | $405.2K | 0.00% | +2,612+40.3% | Added |
| Boothbay Fund Management, LLC | 9,047 | $403.0K | 0.01% | +9,047 | New |
| Integrated Quantitative Investments LLC | 8,800 | $392.0K | 0.11% | 00.0% | Unchanged |
| Quest Partners LLC | 8,554 | $381.0K | 0.02% | +8,552+427,600.0% | Added |
| Zacks Investment Management | 8,417 | $374.9K | 0.00% | −850−9.2% | Reduced |
| BayBridge Capital Group, LLC | 8,164 | $363.6K | 0.23% | −147−1.8% | Reduced |
| MetLife Investment Management | 8,160 | $363.4K | 0.00% | 00.0% | Unchanged |
| TSA Wealth Managment LLC | 7,607 | $338.8K | 0.12% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,553 | $336.4K | 0.00% | −44,517−85.5% | Reduced |
| Susquehanna International Group, LLP | 7,229 | $322.0K | 0.00% | −22,998−76.1% | Reduced |
| PharVision Advisers, LLC | 7,208 | $321.0K | 0.18% | +7,208 | New |
| Point72 Asset Management, L.P. | 7,023 | $312.8K | 0.00% | +7,023 | New |
| Hillsdale Investment Management Inc. | 6,700 | $298.4K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,517 | $290.3K | 0.00% | +6,517 | New |
| Cerity Partners LLC | 6,271 | $279.3K | 0.00% | +213+3.5% | Added |
| Quantinno Capital Management LP | 6,190 | $275.7K | 0.00% | +6,190 | New |
| Mariner, LLC | 6,067 | $270.2K | 0.00% | −505−7.7% | Reduced |
| Intech Investment Management LLC | 5,697 | $253.7K | 0.00% | −2,684−32.0% | Reduced |