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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 5,514 | $245.6K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,508 | $245.3K | 0.00% | +5,508 | New |
| Verition Fund Management LLC | 5,407 | $240.8K | 0.00% | +548+11.3% | Added |
| Aristeia Capital LLC | 5,303 | $236.2K | 0.01% | +5,303 | New |
| Atria Investments LLC | 5,251 | $233.9K | 0.00% | +5,251 | New |
| Longboard Asset Management, LP | 5,224 | $232.7K | 0.38% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,000 | $222.7K | 0.03% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 4,779 | $212.9K | 0.03% | +289+6.4% | Added |
| Manufacturers Life Insurance Company, The | 4,763 | $212.1K | 0.00% | −408−7.9% | Reduced |
| EMC Capital Management | 4,552 | $203.0K | 0.10% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,910 | $174.2K | 0.00% | +1,049+36.7% | Added |
| Russell Investments Group, Ltd. | 3,890 | $173.3K | 0.00% | −4,943−56.0% | Reduced |
| Citigroup Inc | 3,811 | $169.7K | 0.00% | −3,922−50.7% | Reduced |
| Royal Bank of Canada | 3,370 | $150.0K | 0.00% | −1,403−29.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,800 | $124.7K | 0.00% | −37,161−93.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,551 | $113.6K | 0.00% | +404+18.8% | Added |
| Palouse Capital Management, Inc. | 2,154 | $95.9K | 0.06% | −1,728−44.5% | Reduced |
| Advisory Services Network, LLC | 1,982 | $88.3K | 0.00% | +1,982 | New |
| Legal & General Group Plc | 1,535 | $68.4K | 0.00% | −23−1.5% | Reduced |
| State of Wyoming | 1,318 | $58.7K | 0.01% | −6−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,187 | $52.9K | 0.00% | −263−18.1% | Reduced |
| Quarry LP | 1,141 | $50.8K | 0.01% | +1,141 | New |
| Advisor Group Holdings, Inc. | 1,060 | $46.9K | 0.00% | +286+37.0% | Added |
| Point72 (DIFC) Ltd | 1,044 | $46.5K | 0.00% | +1,044 | New |
| Jones Financial Companies LLLP | 1,011 | $45.6K | 0.00% | +536+112.8% | Added |
| Huntington National Bank | 1,000 | $44.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 991 | $44.1K | 0.00% | +1+0.1% | Added |
| Simplex Trading, LLC | 866 | $38.0K | 0.00% | −660−43.3% | Reduced |
| State of Alaska, Department of Revenue | 834 | $37.0K | 0.00% | +834 | New |
| Tower Research Capital LLC (TRC) | 731 | $32.6K | 0.00% | −1,019−58.2% | Reduced |
| Clearstead Advisors, LLC | 669 | $29.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 660 | $29.4K | 0.02% | +660 | New |
| Whittier Trust Co | 600 | $28.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 600 | $26.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 578 | $26.0K | 0.00% | −288−33.3% | Reduced |
| Point72 Europe (London) LLP | 530 | $23.6K | 0.00% | +530 | New |
| Amalgamated Bank | 455 | $20.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 443 | $19.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 353 | $15.7K | 0.00% | +219+163.4% | Added |
| Public Employees Retirement System of Ohio | 328 | $14.6K | 0.00% | −25−7.1% | Reduced |
| Rockefeller Capital Management L.P. | 320 | $14.3K | 0.00% | +320 | New |
| Meeder Asset Management Inc | 308 | $13.7K | 0.00% | +308 | New |
| Old Point Trust & Financial Services N A | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 280 | $12.5K | 0.00% | +280 | New |
| IFP Advisors, Inc | 270 | $12.0K | 0.00% | +24+9.8% | Added |
| Salem Investment Counselors Inc | 248 | $11.0K | 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 |
| Versant Capital Management, Inc | 165 | $7.35K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 167 | $7.00K | 0.00% | +1+0.6% | Added |
| GAMMA Investing LLC | 110 | $4.90K | 0.00% | +14+14.6% | Added |
| American National Bank | 100 | $4.45K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 83 | $3.70K | 0.00% | +83 | New |
| Allworth Financial LP | 59 | $2.63K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 54 | $2.44K | 0.00% | +5+10.2% | Added |
| Kilter Group LLC | 53 | $2.36K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 52 | $2.32K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 41 | $1.83K | 0.00% | −198−82.8% | Reduced |
| Sterling Capital Management LLC | 34 | $1.51K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 32 | $1.43K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.34K | 0.00% | −5−14.3% | Reduced |
| Farther Finance Advisors, LLC | 27 | $1.20K | 0.00% | +7+35.0% | Added |
| Covestor Ltd | 26 | $1.00K | 0.00% | +26 | New |
| Parallel Advisors, LLC | 8 | $356 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $312 | 0.00% | +2+40.0% | Added |
| MAI Capital Management | 6 | $268 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $197 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $178 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $134 | 0.00% | +1+50.0% | Added |
| Tortoise Investment Management, LLC | 3 | $134 | 0.00% | +3 | New |
| Bessemer Group Inc | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| 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 |