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, Q4 2025
Institutional positions in Carriage Services Inc as of Dec 31, 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
- 155
- −14 vs. Q3 2025
- Shares held
- 12.0M
- −297.2K (−2.4%) vs. Q3 2025
- Total value
- $508.5M
- −$40.1M (−7.3%) vs. Q3 2025
- New holders
- 15
- 50 more added
- Sold out
- 29
- 59 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,361,778 | $99.9M | 0.01% | +7,006+0.3% | Added |
| BlackRock, Inc. | 1,030,991 | $43.6M | 0.00% | +4,888+0.5% | Added |
| Vanguard Group Inc | 1,022,595 | $43.3M | 0.00% | +1,434+0.1% | Added |
| Dimensional Fund Advisors LP | 606,826 | $25.7M | 0.01% | −996−0.2% | Reduced |
| LSV Asset Management | 566,427 | $24.0M | 0.05% | −42,690−7.0% | Reduced |
| Ameriprise Financial Inc | 481,570 | $20.4M | 0.00% | +782+0.2% | Added |
| Renaissance Technologies LLC | 452,102 | $19.1M | 0.03% | −31,798−6.6% | Reduced |
| Geode Capital Management, LLC | 386,018 | $16.3M | 0.00% | +5,870+1.5% | Added |
| State Street Corp | 311,272 | $13.2M | 0.00% | +3,950+1.3% | Added |
| RBF Capital, LLC | 286,860 | $12.1M | 0.28% | +143,430+100.0% | Added |
| Punch & Associates Investment Management, Inc. | 246,699 | $10.4M | 0.61% | +35,274+16.7% | Added |
| Boston Partners | 243,749 | $10.3M | 0.01% | +21,619+9.7% | Added |
| De Lisle Partners LLP | 236,231 | $10.0M | 1.29% | +4,000+1.7% | Added |
| Heartland Advisors Inc | 207,300 | $8.77M | 0.47% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 149,171 | $6.31M | 0.01% | +14,731+11.0% | Added |
| Two Sigma Advisers, LP | 148,600 | $6.29M | 0.01% | +20,800+16.3% | Added |
| Morgan Stanley | 146,190 | $6.18M | 0.00% | −27,839−16.0% | Reduced |
| Two Sigma Investments, LP | 142,618 | $6.03M | 0.01% | +18,351+14.8% | Added |
| Arrowstreet Capital, Limited Partnership | 138,545 | $5.86M | 0.00% | −14,016−9.2% | Reduced |
| Manatuck Hill Partners, LLC | 137,000 | $5.80M | 2.03% | −15,000−9.9% | Reduced |
| Millennium Management LLC | 136,149 | $5.76M | 0.00% | +116,617+597.1% | Added |
| Nicholas Company, Inc. | 133,310 | $5.64M | 0.10% | +120+0.1% | Added |
| Charles Schwab Investment Management Inc | 128,322 | $5.43M | 0.00% | −168−0.1% | Reduced |
| JPMorgan Chase & Co | 122,780 | $5.19M | 0.00% | −119,766−49.4% | Reduced |
| Bank of New York Mellon Corp | 116,762 | $4.94M | 0.00% | −20.0% | Reduced |
| Kennedy Capital Management, Inc. | 112,096 | $4.74M | 0.10% | −800−0.7% | Reduced |
| Price T Rowe Associates Inc | 110,952 | $4.70M | 0.00% | +7,941+7.7% | Added |
| Northern Trust Corp | 108,654 | $4.60M | 0.00% | −6,405−5.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 105,759 | $4.47M | 0.01% | −37,170−26.0% | Reduced |
| Regions Financial Corp | 104,758 | $4.43M | 0.03% | −104,758−50.0% | Reduced |
| Bard Associates Inc | 99,655 | $4.22M | 1.08% | −2,369−2.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.78M | 0.01% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 85,863 | $3.63M | 0.15% | +2,824+3.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 76,505 | $3.24M | 0.16% | −2,450−3.1% | Reduced |
| JB Capital Partners LP | 71,007 | $3.00M | 0.52% | 00.0% | Unchanged |
| LPL Financial LLC | 62,936 | $2.66M | 0.00% | +2,973+5.0% | Added |
| Goldman Sachs Group Inc | 52,607 | $2.23M | 0.00% | −26,427−33.4% | Reduced |
| First Trust Advisors LP | 49,777 | $2.11M | 0.00% | +1,352+2.8% | Added |
| Credit Agricole S A | 46,926 | $1.98M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 40,721 | $1.72M | 0.00% | +5,819+16.7% | Added |
| HRT Financial LP | 38,344 | $1.62M | 0.01% | −6,609−14.7% | Reduced |
| Trexquant Investment LP | 35,818 | $1.52M | 0.01% | +28,265+374.2% | Added |
| Lazard Asset Management LLC | 35,173 | $1.49M | 0.00% | +35,173 | New |
| American Century Companies Inc | 33,650 | $1.42M | 0.00% | +641+1.9% | Added |
| Nuveen, LLC | 33,134 | $1.40M | 0.00% | 00.0% | Unchanged |
| Mendel Money Management | 29,495 | $1.25M | 0.52% | −10,434−26.1% | Reduced |
| Invesco Ltd. | 29,314 | $1.24M | 0.00% | −2,186−6.9% | Reduced |
| Ironwood Investment Management LLC | 23,468 | $992.7K | 0.42% | +23,468 | New |
| Campbell & CO Investment Adviser LLC | 23,169 | $980.0K | 0.05% | +2,097+10.0% | Added |
| Man Group plc | 22,619 | $956.8K | 0.00% | +22,619 | New |
| Barclays PLC | 22,154 | $937.1K | 0.00% | +1,829+9.0% | Added |
| Linden Thomas Advisory Services, LLC | 21,243 | $898.6K | 0.09% | +727+3.5% | Added |
| UBS Group AG | 20,426 | $864.0K | 0.00% | −33,577−62.2% | Reduced |
| Citadel Advisors LLC | 19,856 | $839.9K | 0.00% | +19,856 | New |
| SG Americas Securities, LLC | 19,006 | $804.0K | 0.00% | +1,492+8.5% | Added |
| Rhumbline Advisers | 18,145 | $767.5K | 0.00% | −3,130−14.7% | Reduced |
| Jane Street Group, LLC | 18,045 | $763.3K | 0.00% | +2,769+18.1% | Added |
| Parvin Asset Management, LLC | 17,425 | $737.1K | 0.60% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 16,890 | $714.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 16,835 | $712.1K | 0.00% | +6,810+67.9% | Added |
| R Squared Ltd | 16,373 | $692.6K | 0.32% | +1,099+7.2% | Added |
| Perritt Capital Management Inc | 14,992 | $634.2K | 1.06% | +2,000+15.4% | Added |
| Sentinus, LLC | 14,992 | $634.2K | 0.06% | +14,992 | New |
| Values First Advisors, Inc. | 14,258 | $603.1K | 0.31% | −2,961−17.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,770 | $582.5K | 0.01% | +13,770 | New |
| North Star Investment Management Corp. | 13,000 | $549.9K | 0.03% | +13,000 | New |
| Principal Financial Group Inc | 12,887 | $545.1K | 0.00% | +3,790+41.7% | Added |
| Maven Securities LTD | 10,798 | $456.8K | 0.06% | +10,798 | New |
| AQR Capital Management LLC | 10,775 | $455.8K | 0.00% | +446+4.3% | Added |
| Deutsche Bank AG | 10,671 | $451.4K | 0.00% | −157−1.4% | Reduced |
| HSBC Holdings PLC | 10,244 | $435.1K | 0.00% | −362−3.4% | Reduced |
| Quantinno Capital Management LP | 10,240 | $433.2K | 0.00% | +4,050+65.4% | Added |
| Neuberger Berman Group LLC | 10,088 | $426.7K | 0.00% | +10,088 | New |
| Brown Advisory Inc | 10,000 | $423.0K | 0.00% | −204−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,727 | $411.5K | 0.00% | −2,722−21.9% | Reduced |
| Janney Montgomery Scott LLC | 9,618 | $407.0K | 0.00% | −529−5.2% | Reduced |
| Point72 Asset Management, L.P. | 9,399 | $397.6K | 0.00% | +2,376+33.8% | Added |
| State of Wisconsin Investment Board | 9,120 | $385.8K | 0.00% | −3,200−26.0% | Reduced |
| BayBridge Capital Group, LLC | 8,246 | $348.8K | 0.22% | +82+1.0% | Added |
| MetLife Investment Management | 8,160 | $345.2K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,632 | $323.0K | 0.03% | +7,632 | New |
| TSA Wealth Managment LLC | 7,607 | $321.8K | 0.11% | 00.0% | Unchanged |
| Zacks Investment Management | 7,334 | $310.2K | 0.00% | −1,083−12.9% | Reduced |
| Verition Fund Management LLC | 7,078 | $299.4K | 0.00% | +1,671+30.9% | Added |
| Jacobs Levy Equity Management, Inc | 6,910 | $292.3K | 0.00% | −18,646−73.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,577 | $278.2K | 0.00% | +60+0.9% | Added |
| Susquehanna International Group, LLP | 6,409 | $271.1K | 0.00% | −820−11.3% | Reduced |
| Cerity Partners LLC | 6,202 | $262.3K | 0.00% | −69−1.1% | Reduced |
| Creative Planning | 5,715 | $241.7K | 0.00% | +164+3.0% | Added |
| Hillsdale Investment Management Inc. | 5,700 | $241.1K | 0.01% | −1,000−14.9% | Reduced |
| Intech Investment Management LLC | 5,697 | $241.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,514 | $233.2K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 5,023 | $212.5K | 0.02% | −21,909−81.3% | Reduced |
| Atria Investments LLC | 4,996 | $211.3K | 0.00% | −255−4.9% | Reduced |
| Mariner, LLC | 4,964 | $209.6K | 0.00% | −1,103−18.2% | Reduced |
| XTX Topco Ltd | 4,873 | $206.1K | 0.01% | +4,873 | New |
| Royal Bank of Canada | 4,026 | $171.0K | 0.00% | +656+19.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,910 | $165.4K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 3,869 | $164.0K | 0.07% | −683−15.0% | Reduced |
| Citigroup Inc | 3,704 | $156.7K | 0.00% | −107−2.8% | Reduced |