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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 19,006 | $804.0K | 0.00% | +1,492+8.5% | Added |
| Citadel Advisors LLC | 19,856 | $839.9K | 0.00% | +19,856 | New |
| UBS Group AG | 20,426 | $864.0K | 0.00% | −33,577−62.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 21,243 | $898.6K | 0.09% | +727+3.5% | Added |
| Barclays PLC | 22,154 | $937.1K | 0.00% | +1,829+9.0% | Added |
| Man Group plc | 22,619 | $956.8K | 0.00% | +22,619 | New |
| Campbell & CO Investment Adviser LLC | 23,169 | $980.0K | 0.05% | +2,097+10.0% | Added |
| Ironwood Investment Management LLC | 23,468 | $992.7K | 0.42% | +23,468 | New |
| Invesco Ltd. | 29,314 | $1.24M | 0.00% | −2,186−6.9% | Reduced |
| Mendel Money Management | 29,495 | $1.25M | 0.52% | −10,434−26.1% | Reduced |
| Nuveen, LLC | 33,134 | $1.40M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 33,650 | $1.42M | 0.00% | +641+1.9% | Added |
| Lazard Asset Management LLC | 35,173 | $1.49M | 0.00% | +35,173 | New |
| Trexquant Investment LP | 35,818 | $1.52M | 0.01% | +28,265+374.2% | Added |
| HRT Financial LP | 38,344 | $1.62M | 0.01% | −6,609−14.7% | Reduced |
| Bank of America Corp | 40,721 | $1.72M | 0.00% | +5,819+16.7% | Added |
| Credit Agricole S A | 46,926 | $1.98M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 49,777 | $2.11M | 0.00% | +1,352+2.8% | Added |
| Goldman Sachs Group Inc | 52,607 | $2.23M | 0.00% | −26,427−33.4% | Reduced |
| LPL Financial LLC | 62,936 | $2.66M | 0.00% | +2,973+5.0% | Added |
| JB Capital Partners LP | 71,007 | $3.00M | 0.52% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 76,505 | $3.24M | 0.16% | −2,450−3.1% | Reduced |
| Seizert Capital Partners, LLC | 85,863 | $3.63M | 0.15% | +2,824+3.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.78M | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 99,655 | $4.22M | 1.08% | −2,369−2.3% | Reduced |
| Regions Financial Corp | 104,758 | $4.43M | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 105,759 | $4.47M | 0.01% | −37,170−26.0% | Reduced |
| Northern Trust Corp | 108,654 | $4.60M | 0.00% | −6,405−5.6% | Reduced |
| Price T Rowe Associates Inc | 110,952 | $4.70M | 0.00% | +7,941+7.7% | Added |
| Kennedy Capital Management, Inc. | 112,096 | $4.74M | 0.10% | −800−0.7% | Reduced |
| Bank of New York Mellon Corp | 116,762 | $4.94M | 0.00% | −20.0% | Reduced |
| JPMorgan Chase & Co | 122,780 | $5.19M | 0.00% | +1,507+1.2% | Added |
| Charles Schwab Investment Management Inc | 128,322 | $5.43M | 0.00% | −168−0.1% | Reduced |
| Nicholas Company, Inc. | 133,310 | $5.64M | 0.10% | +120+0.1% | Added |
| Millennium Management LLC | 136,149 | $5.76M | 0.00% | +116,617+597.1% | Added |
| Manatuck Hill Partners, LLC | 137,000 | $5.80M | 2.03% | −15,000−9.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 138,545 | $5.86M | 0.00% | −14,016−9.2% | Reduced |
| Two Sigma Investments, LP | 142,618 | $6.03M | 0.01% | +18,351+14.8% | Added |
| RBF Capital, LLC | 143,430 | $6.07M | 0.28% | 00.0% | Unchanged |
| Morgan Stanley | 146,190 | $6.18M | 0.00% | −27,839−16.0% | Reduced |
| Two Sigma Advisers, LP | 148,600 | $6.29M | 0.01% | +20,800+16.3% | Added |
| Qube Research & Technologies Ltd | 149,171 | $6.31M | 0.01% | +14,731+11.0% | Added |
| Heartland Advisors Inc | 207,300 | $8.77M | 0.47% | 00.0% | Unchanged |
| De Lisle Partners LLP | 236,231 | $10.0M | 1.29% | +4,000+1.7% | Added |
| Boston Partners | 243,749 | $10.3M | 0.01% | +21,619+9.7% | Added |
| Punch & Associates Investment Management, Inc. | 246,699 | $10.4M | 0.61% | +35,274+16.7% | Added |
| State Street Corp | 311,272 | $13.2M | 0.00% | +3,950+1.3% | Added |
| Geode Capital Management, LLC | 386,018 | $16.3M | 0.00% | +5,870+1.5% | Added |
| Renaissance Technologies LLC | 452,102 | $19.1M | 0.03% | −31,798−6.6% | Reduced |
| Ameriprise Financial Inc | 481,570 | $20.4M | 0.00% | +782+0.2% | Added |
| LSV Asset Management | 566,427 | $24.0M | 0.05% | −42,690−7.0% | Reduced |
| Dimensional Fund Advisors LP | 606,826 | $25.7M | 0.01% | −996−0.2% | Reduced |
| Vanguard Group Inc | 1,022,595 | $43.3M | 0.00% | +1,434+0.1% | Added |
| BlackRock, Inc. | 1,030,991 | $43.6M | 0.00% | +4,888+0.5% | Added |
| FMR LLC | 2,361,778 | $99.9M | 0.01% | +7,006+0.3% | Added |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −86,882−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −45,964−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −43,141−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −31,389−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −18,468−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −16,669−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −15,570−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −12,466−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,051−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,222−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,871−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −9,757−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,047−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −7,208−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,508−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −5,303−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −5,224−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −4,779−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −4,763−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,318−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,141−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |