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
- −13 vs. Q3 2025
- Shares held
- 11.9M
- −204.5K (−1.7%) vs. Q3 2025
- Total value
- $502.2M
- −$35.7M (−6.6%) vs. Q3 2025
- New holders
- 15
- 50 more added
- Sold out
- 28
- 57 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 | $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, 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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $85 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 4 | $169 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $212 | 0.00% | −2−28.6% | Reduced |
| MAI Capital Management | 6 | $254 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $254 | 0.00% | +3+100.0% | Added |
| GWM Advisors LLC | 7 | $296 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 8 | $338 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $508 | 0.00% | −15−55.6% | Reduced |
| Rothschild Investment LLC | 16 | $677 | 0.00% | −14−46.7% | Reduced |
| Allworth Financial LP | 18 | $762 | 0.00% | −41−69.5% | Reduced |
| Covestor Ltd | 20 | $1.00K | 0.00% | −6−23.1% | Reduced |
| New England Capital Financial Advisors LLC | 31 | $1.33K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 32 | $1.35K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 41 | $1.73K | 0.00% | −42−50.6% | Reduced |
| J.Safra Asset Management Corp | 41 | $1.73K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 44 | $1.86K | 0.00% | +44 | New |
| Kilter Group LLC | 53 | $2.24K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 93 | $3.93K | 0.00% | −17−15.5% | Reduced |
| Sterling Capital Management LLC | 95 | $4.02K | 0.00% | +61+179.4% | Added |
| EverSource Wealth Advisors, LLC | 106 | $4.48K | 0.00% | −247−70.0% | Reduced |
| Meeder Asset Management Inc | 151 | $6.39K | 0.00% | −157−51.0% | Reduced |
| Simplex Trading, LLC | 159 | $6.72K | 0.00% | −707−81.6% | Reduced |
| Versant Capital Management, Inc | 165 | $6.98K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 164 | $7.00K | 0.00% | −3−1.8% | Reduced |
| Smartleaf Asset Management LLC | 186 | $8.02K | 0.00% | +132+244.4% | Added |
| Quest Partners LLC | 196 | $8.29K | 0.00% | −8,358−97.7% | Reduced |
| Nisa Investment Advisors, LLC | 200 | $8.46K | 0.00% | +148+284.6% | Added |
| UBS Asset Management Americas Inc | 217 | $9.18K | 0.00% | +217 | New |
| Leonteq Securities AG | 245 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 271 | $11.5K | 0.00% | +1+0.4% | Added |
| Quadrant Capital Group LLC | 280 | $11.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $12.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 315 | $13.3K | 0.00% | −13−4.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 319 | $13.5K | 0.00% | −341−51.7% | Reduced |
| Rockefeller Capital Management L.P. | 320 | $13.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 443 | $18.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 446 | $19.0K | 0.00% | −9−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 520 | $22.0K | 0.00% | +275+112.2% | Added |
| CWM, LLC | 590 | $25.0K | 0.00% | +12+2.1% | Added |
| Brown Brothers Harriman & Co | 600 | $25.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $25.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 758 | $32.1K | 0.00% | −302−28.5% | Reduced |
| State of Alaska, Department of Revenue | 834 | $35.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 874 | $37.0K | 0.00% | −117−11.8% | Reduced |
| Huntington National Bank | 1,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,044 | $44.2K | 0.00% | +313+42.8% | Added |
| Jones Financial Companies LLLP | 1,135 | $48.0K | 0.00% | +124+12.3% | Added |
| Ameritas Investment Partners, Inc. | 1,187 | $50.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,489 | $63.0K | 0.00% | −46−3.0% | Reduced |
| Clearstead Advisors, LLC | 1,964 | $83.1K | 0.00% | +1,295+193.6% | Added |
| Palouse Capital Management, Inc. | 2,036 | $86.1K | 0.06% | −118−5.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,519 | $106.6K | 0.00% | −32−1.3% | Reduced |
| Russell Investments Group, Ltd. | 2,740 | $115.9K | 0.00% | −1,150−29.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,205 | $135.6K | 0.00% | +405+14.5% | Added |
| Citigroup Inc | 3,704 | $156.7K | 0.00% | −107−2.8% | Reduced |
| EMC Capital Management | 3,869 | $164.0K | 0.07% | −683−15.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,910 | $165.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,026 | $171.0K | 0.00% | +656+19.5% | Added |
| XTX Topco Ltd | 4,873 | $206.1K | 0.01% | +4,873 | New |
| Mariner, LLC | 4,964 | $209.6K | 0.00% | −1,103−18.2% | Reduced |
| Atria Investments LLC | 4,996 | $211.3K | 0.00% | −255−4.9% | Reduced |
| Navellier & Associates Inc | 5,023 | $212.5K | 0.02% | −21,909−81.3% | Reduced |
| HSBC Holdings PLC | 5,122 | $217.5K | 0.00% | −5,484−51.7% | Reduced |
| New York State Common Retirement Fund | 5,514 | $233.2K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,697 | $241.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 5,700 | $241.1K | 0.01% | −1,000−14.9% | Reduced |
| Creative Planning | 5,715 | $241.7K | 0.00% | +164+3.0% | Added |
| Cerity Partners LLC | 6,202 | $262.3K | 0.00% | −69−1.1% | Reduced |
| Susquehanna International Group, LLP | 6,409 | $271.1K | 0.00% | −820−11.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,577 | $278.2K | 0.00% | +60+0.9% | Added |
| Jacobs Levy Equity Management, Inc | 6,910 | $292.3K | 0.00% | −18,646−73.0% | Reduced |
| Verition Fund Management LLC | 7,078 | $299.4K | 0.00% | +1,671+30.9% | Added |
| Zacks Investment Management | 7,334 | $310.2K | 0.00% | −1,083−12.9% | Reduced |
| TSA Wealth Managment LLC | 7,607 | $321.8K | 0.11% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,632 | $323.0K | 0.03% | +7,632 | New |
| MetLife Investment Management | 8,160 | $345.2K | 0.00% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 8,246 | $348.8K | 0.22% | +82+1.0% | Added |
| State of Wisconsin Investment Board | 9,120 | $385.8K | 0.00% | −3,200−26.0% | Reduced |
| Point72 Asset Management, L.P. | 9,399 | $397.6K | 0.00% | +2,376+33.8% | Added |
| Janney Montgomery Scott LLC | 9,618 | $407.0K | 0.00% | −529−5.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,727 | $411.5K | 0.00% | −2,722−21.9% | Reduced |
| Brown Advisory Inc | 10,000 | $423.0K | 0.00% | −204−2.0% | Reduced |
| Neuberger Berman Group LLC | 10,088 | $426.7K | 0.00% | +10,088 | New |
| Quantinno Capital Management LP | 10,240 | $433.2K | 0.00% | +4,050+65.4% | Added |
| Deutsche Bank AG | 10,671 | $451.4K | 0.00% | −157−1.4% | Reduced |
| AQR Capital Management LLC | 10,775 | $455.8K | 0.00% | +446+4.3% | Added |
| Maven Securities LTD | 10,798 | $456.8K | 0.06% | +10,798 | New |
| Principal Financial Group Inc | 12,887 | $545.1K | 0.00% | +3,790+41.7% | Added |
| North Star Investment Management Corp. | 13,000 | $549.9K | 0.03% | +13,000 | New |
| Y-Intercept (Hong Kong) Ltd | 13,770 | $582.5K | 0.01% | +13,770 | New |
| Values First Advisors, Inc. | 14,258 | $603.1K | 0.31% | −2,961−17.2% | Reduced |
| 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 |
| R Squared Ltd | 16,373 | $692.6K | 0.32% | +1,099+7.2% | Added |
| Wells Fargo & Company | 16,835 | $712.1K | 0.00% | +6,810+67.9% | Added |
| Alliancebernstein L.P. | 16,890 | $714.4K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 17,425 | $737.1K | 0.60% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,045 | $763.3K | 0.00% | +2,769+18.1% | Added |
| Rhumbline Advisers | 18,145 | $767.5K | 0.00% | −3,130−14.7% | Reduced |