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
- 172
- +12 vs. Q2 2025
- Shares held
- 12.1M
- +216.6K (+1.8%) vs. Q2 2025
- Total value
- $538.4M
- −$4.58M (−0.8%) vs. Q2 2025
- New holders
- 30
- 52 more added
- Sold out
- 18
- 55 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
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 | $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, 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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Essential Partners LLC | 3 | $134 | 0.00% | +1+50.0% | Added |
| Tortoise Investment Management, LLC | 3 | $134 | 0.00% | +3 | New |
| Aventura Private Wealth, LLC | 4 | $178 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $197 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $268 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $312 | 0.00% | +2+40.0% | Added |
| Parallel Advisors, LLC | 8 | $356 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 26 | $1.00K | 0.00% | +26 | New |
| Farther Finance Advisors, LLC | 27 | $1.20K | 0.00% | +7+35.0% | Added |
| Rothschild Investment LLC | 30 | $1.34K | 0.00% | −5−14.3% | Reduced |
| New England Capital Financial Advisors LLC | 31 | $1.40K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 32 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 34 | $1.51K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 41 | $1.83K | 0.00% | −198−82.8% | Reduced |
| Nisa Investment Advisors, LLC | 52 | $2.32K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 53 | $2.36K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 54 | $2.44K | 0.00% | +5+10.2% | Added |
| Allworth Financial LP | 59 | $2.63K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 83 | $3.70K | 0.00% | +83 | New |
| American National Bank | 100 | $4.45K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 110 | $4.90K | 0.00% | +14+14.6% | Added |
| Harbor Capital Advisors, Inc. | 167 | $7.00K | 0.00% | +1+0.6% | Added |
| Versant Capital Management, Inc | 165 | $7.35K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 245 | $10.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 245 | $10.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 270 | $12.0K | 0.00% | +24+9.8% | Added |
| Quadrant Capital Group LLC | 280 | $12.5K | 0.00% | +280 | New |
| Old Point Trust & Financial Services N A | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 308 | $13.7K | 0.00% | +308 | New |
| Rockefeller Capital Management L.P. | 320 | $14.3K | 0.00% | +320 | New |
| Public Employees Retirement System of Ohio | 328 | $14.6K | 0.00% | −25−7.1% | Reduced |
| EverSource Wealth Advisors, LLC | 353 | $15.7K | 0.00% | +219+163.4% | Added |
| Larson Financial Group LLC | 443 | $19.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 455 | $20.0K | 0.00% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 530 | $23.6K | 0.00% | +530 | New |
| CWM, LLC | 578 | $26.0K | 0.00% | −288−33.3% | Reduced |
| Brown Brothers Harriman & Co | 600 | $26.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $28.7K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 660 | $29.4K | 0.02% | +660 | New |
| Clearstead Advisors, LLC | 669 | $29.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 731 | $32.6K | 0.00% | −1,019−58.2% | Reduced |
| State of Alaska, Department of Revenue | 834 | $37.0K | 0.00% | +834 | New |
| Simplex Trading, LLC | 866 | $38.0K | 0.00% | −660−43.3% | Reduced |
| California State Teachers Retirement System | 991 | $44.1K | 0.00% | +1+0.1% | Added |
| Huntington National Bank | 1,000 | $44.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,011 | $45.6K | 0.00% | +536+112.8% | Added |
| Point72 (DIFC) Ltd | 1,044 | $46.5K | 0.00% | +1,044 | New |
| Advisor Group Holdings, Inc. | 1,060 | $46.9K | 0.00% | +286+37.0% | Added |
| Quarry LP | 1,141 | $50.8K | 0.01% | +1,141 | New |
| Ameritas Investment Partners, Inc. | 1,187 | $52.9K | 0.00% | −263−18.1% | Reduced |
| State of Wyoming | 1,318 | $58.7K | 0.01% | −6−0.5% | Reduced |
| Legal & General Group Plc | 1,535 | $68.4K | 0.00% | −23−1.5% | Reduced |
| Advisory Services Network, LLC | 1,982 | $88.3K | 0.00% | +1,982 | New |
| Palouse Capital Management, Inc. | 2,154 | $95.9K | 0.06% | −1,728−44.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,551 | $113.6K | 0.00% | +404+18.8% | Added |
| BNP Paribas Arbitrage, SA | 2,800 | $124.7K | 0.00% | −37,161−93.0% | Reduced |
| Royal Bank of Canada | 3,370 | $150.0K | 0.00% | −1,403−29.4% | Reduced |
| Citigroup Inc | 3,811 | $169.7K | 0.00% | −3,922−50.7% | Reduced |
| Russell Investments Group, Ltd. | 3,890 | $173.3K | 0.00% | −4,943−56.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,910 | $174.2K | 0.00% | +1,049+36.7% | Added |
| EMC Capital Management | 4,552 | $203.0K | 0.10% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,763 | $212.1K | 0.00% | −408−7.9% | Reduced |
| Hohimer Wealth Management, LLC | 4,779 | $212.9K | 0.03% | +289+6.4% | Added |
| Sanders Morris Harris LLC | 5,000 | $222.7K | 0.03% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 5,224 | $232.7K | 0.38% | 00.0% | Unchanged |
| Atria Investments LLC | 5,251 | $233.9K | 0.00% | +5,251 | New |
| Aristeia Capital LLC | 5,303 | $236.2K | 0.01% | +5,303 | New |
| Verition Fund Management LLC | 5,407 | $240.8K | 0.00% | +548+11.3% | Added |
| Quadrature Capital Ltd | 5,508 | $245.3K | 0.00% | +5,508 | New |
| New York State Common Retirement Fund | 5,514 | $245.6K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 5,551 | $247.2K | 0.00% | +1,171+26.7% | Added |
| Intech Investment Management LLC | 5,697 | $253.7K | 0.00% | −2,684−32.0% | Reduced |
| Mariner, LLC | 6,067 | $270.2K | 0.00% | −505−7.7% | Reduced |
| Quantinno Capital Management LP | 6,190 | $275.7K | 0.00% | +6,190 | New |
| Cerity Partners LLC | 6,271 | $279.3K | 0.00% | +213+3.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,517 | $290.3K | 0.00% | +6,517 | New |
| Hillsdale Investment Management Inc. | 6,700 | $298.4K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,023 | $312.8K | 0.00% | +7,023 | New |
| PharVision Advisers, LLC | 7,208 | $321.0K | 0.18% | +7,208 | New |
| Susquehanna International Group, LLP | 7,229 | $322.0K | 0.00% | −22,998−76.1% | Reduced |
| Trexquant Investment LP | 7,553 | $336.4K | 0.00% | −44,517−85.5% | Reduced |
| TSA Wealth Managment LLC | 7,607 | $338.8K | 0.12% | 00.0% | Unchanged |
| MetLife Investment Management | 8,160 | $363.4K | 0.00% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 8,164 | $363.6K | 0.23% | −147−1.8% | Reduced |
| Zacks Investment Management | 8,417 | $374.9K | 0.00% | −850−9.2% | Reduced |
| Quest Partners LLC | 8,554 | $381.0K | 0.02% | +8,552+427,600.0% | Added |
| Integrated Quantitative Investments LLC | 8,800 | $392.0K | 0.11% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 9,047 | $403.0K | 0.01% | +9,047 | New |
| Principal Financial Group Inc | 9,097 | $405.2K | 0.00% | +2,612+40.3% | Added |
| Cubist Systematic Strategies, LLC | 9,463 | $421.5K | 0.01% | +9,463 | New |
| Franklin Resources Inc | 9,757 | $434.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,025 | $446.5K | 0.00% | −3,540−26.1% | Reduced |
| Janney Montgomery Scott LLC | 10,147 | $452.0K | 0.00% | +642+6.8% | Added |
| Brown Advisory Inc | 10,204 | $454.5K | 0.00% | −3,600−26.1% | Reduced |
| AQR Capital Management LLC | 10,329 | $460.1K | 0.00% | −3,430−24.9% | Reduced |
| HSBC Holdings PLC | 10,606 | $475.0K | 0.00% | −23,356−68.8% | Reduced |
| Deutsche Bank AG | 10,828 | $482.3K | 0.00% | +2,076+23.7% | Added |
| Quantbot Technologies LP | 10,871 | $484.2K | 0.01% | +10,871 | New |