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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 11,126 | $495.6K | 0.00% | +11,126 | New |
| Dynamic Technology Lab Private Ltd | 11,222 | $500.0K | 0.08% | +11,222 | New |
| Aquatic Capital Management LLC | 12,051 | $536.8K | 0.01% | +7,454+162.1% | Added |
| State of Wisconsin Investment Board | 12,320 | $548.7K | 0.00% | +1,300+11.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,449 | $554.5K | 0.00% | −8,518−40.6% | Reduced |
| Voya Investment Management LLC | 12,466 | $555.2K | 0.00% | −2,003−13.8% | Reduced |
| Perritt Capital Management Inc | 12,992 | $578.7K | 0.27% | +7,891+154.7% | Added |
| R Squared Ltd | 15,274 | $680.3K | 0.29% | +9,605+169.4% | Added |
| Jane Street Group, LLC | 15,276 | $680.4K | 0.00% | −7,844−33.9% | Reduced |
| Magnetar Financial LLC | 15,570 | $693.5K | 0.00% | +15,570 | New |
| MQS Management LLC | 16,669 | $742.4K | 0.43% | +16,669 | New |
| Alliancebernstein L.P. | 16,890 | $752.3K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 17,219 | $767.0K | 0.41% | −287−1.6% | Reduced |
| Parvin Asset Management, LLC | 17,425 | $776.1K | 0.69% | −50−0.3% | Reduced |
| SG Americas Securities, LLC | 17,514 | $780.0K | 0.00% | −868−4.7% | Reduced |
| Penn Mutual Asset Management, LLC | 18,468 | $822.6K | 1.60% | −10,000−35.1% | Reduced |
| Millennium Management LLC | 19,532 | $870.0K | 0.00% | +19,532 | New |
| Barclays PLC | 20,325 | $905.3K | 0.00% | −9,882−32.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 20,516 | $913.8K | 0.09% | +862+4.4% | Added |
| Campbell & CO Investment Adviser LLC | 21,072 | $938.5K | 0.07% | −13,974−39.9% | Reduced |
| Rhumbline Advisers | 21,275 | $947.6K | 0.00% | −581−2.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 25,556 | $1.14M | 0.00% | −51,727−66.9% | Reduced |
| Navellier & Associates Inc | 26,932 | $1.20M | 0.12% | +12,621+88.2% | Added |
| NFJ Investment Group, LLC | 31,389 | $1.40M | 0.05% | −21,966−41.2% | Reduced |
| Invesco Ltd. | 31,500 | $1.40M | 0.00% | +2,853+10.0% | Added |
| American Century Companies Inc | 33,009 | $1.47M | 0.00% | +2,436+8.0% | Added |
| Nuveen, LLC | 33,134 | $1.48M | 0.00% | −33,998−50.6% | Reduced |
| Bank of America Corp | 34,902 | $1.55M | 0.00% | −17,557−33.5% | Reduced |
| Mendel Money Management | 39,929 | $1.78M | 0.75% | −12,430−23.7% | Reduced |
| Marshall Wace, LLP | 43,141 | $1.92M | 0.00% | +43,141 | New |
| HRT Financial LP | 44,953 | $2.00M | 0.01% | +33,024+276.8% | Added |
| Axxcess Wealth Management, LLC | 45,964 | $2.05M | 0.04% | +13,703+42.5% | Added |
| Credit Agricole S A | 46,926 | $2.09M | 0.01% | +46,926 | New |
| First Trust Advisors LP | 48,425 | $2.16M | 0.00% | +5,756+13.5% | Added |
| UBS Group AG | 54,003 | $2.41M | 0.00% | +20,794+62.6% | Added |
| LPL Financial LLC | 59,963 | $2.67M | 0.00% | −1,413−2.3% | Reduced |
| JB Capital Partners LP | 71,007 | $3.16M | 0.54% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 78,955 | $3.52M | 0.18% | −200−0.3% | Reduced |
| Goldman Sachs Group Inc | 79,034 | $3.52M | 0.00% | +28,243+55.6% | Added |
| Seizert Capital Partners, LLC | 83,039 | $3.70M | 0.16% | +29,525+55.2% | Added |
| Assenagon Asset Management S.A. | 86,882 | $3.87M | 0.01% | +86,882 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.99M | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 102,024 | $4.54M | 1.21% | −5,286−4.9% | Reduced |
| Price T Rowe Associates Inc | 103,011 | $4.59M | 0.00% | +32,466+46.0% | Added |
| Regions Financial Corp | 104,758 | $4.67M | 0.03% | +10,730+11.4% | Added |
| Kennedy Capital Management, Inc. | 112,896 | $5.03M | 0.11% | −396−0.3% | Reduced |
| Northern Trust Corp | 115,059 | $5.12M | 0.00% | +6,200+5.7% | Added |
| Bank of New York Mellon Corp | 116,764 | $5.20M | 0.00% | −4,523−3.7% | Reduced |
| JPMorgan Chase & Co | 121,273 | $5.40M | 0.00% | +24,752+25.6% | Added |
| Two Sigma Investments, LP | 124,267 | $5.53M | 0.01% | +39,785+47.1% | Added |
| Two Sigma Advisers, LP | 127,800 | $5.69M | 0.01% | +23,100+22.1% | Added |
| Charles Schwab Investment Management Inc | 128,490 | $5.72M | 0.00% | +17,953+16.2% | Added |
| Nicholas Company, Inc. | 133,190 | $5.93M | 0.10% | −250.0% | Reduced |
| Qube Research & Technologies Ltd | 134,440 | $5.99M | 0.01% | +52,444+64.0% | Added |
| Allspring Global Investments Holdings, LLC | 142,929 | $6.37M | 0.01% | −10,651−6.9% | Reduced |
| RBF Capital, LLC | 143,430 | $6.39M | 0.29% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 152,000 | $6.77M | 2.30% | +7,000+4.8% | Added |
| Arrowstreet Capital, Limited Partnership | 152,561 | $6.80M | 0.00% | −33,405−18.0% | Reduced |
| Morgan Stanley | 174,029 | $7.75M | 0.00% | −13,764−7.3% | Reduced |
| Heartland Advisors Inc | 207,300 | $9.23M | 0.49% | −47,250−18.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 211,425 | $9.42M | 0.55% | +78,730+59.3% | Added |
| Boston Partners | 222,130 | $9.89M | 0.01% | +19,549+9.6% | Added |
| De Lisle Partners LLP | 232,231 | $10.4M | 1.27% | +22,454+10.7% | Added |
| State Street Corp | 307,322 | $13.7M | 0.00% | +9,493+3.2% | Added |
| Geode Capital Management, LLC | 380,148 | $16.9M | 0.00% | +30,056+8.6% | Added |
| Ameriprise Financial Inc | 480,788 | $21.4M | 0.00% | +3,550+0.7% | Added |
| Renaissance Technologies LLC | 483,900 | $21.6M | 0.03% | −42,800−8.1% | Reduced |
| Dimensional Fund Advisors LP | 607,822 | $27.1M | 0.01% | −11,980−1.9% | Reduced |
| LSV Asset Management | 609,117 | $27.1M | 0.06% | −32,900−5.1% | Reduced |
| Vanguard Group Inc | 1,021,161 | $45.5M | 0.00% | +38,738+3.9% | Added |
| BlackRock, Inc. | 1,026,103 | $45.7M | 0.00% | −15,000−1.4% | Reduced |
| FMR LLC | 2,354,772 | $104.9M | 0.01% | +8320.0% | Added |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −32,833−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −24,164−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −19,203−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −13,777−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −11,245−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,421−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −9,140−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −8,160−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −7,033−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −6,847−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,724−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,547−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |