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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 3,205 | $135.6K | 0.00% | +405+14.5% | Added |
| Russell Investments Group, Ltd. | 2,740 | $115.9K | 0.00% | −1,150−29.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,519 | $106.6K | 0.00% | −32−1.3% | Reduced |
| Palouse Capital Management, Inc. | 2,036 | $86.1K | 0.06% | −118−5.5% | Reduced |
| Clearstead Advisors, LLC | 1,964 | $83.1K | 0.00% | +1,295+193.6% | Added |
| Legal & General Group Plc | 1,489 | $63.0K | 0.00% | −46−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,187 | $50.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,135 | $48.0K | 0.00% | +124+12.3% | Added |
| Tower Research Capital LLC (TRC) | 1,044 | $44.2K | 0.00% | +313+42.8% | Added |
| Huntington National Bank | 1,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 874 | $37.0K | 0.00% | −117−11.8% | Reduced |
| State of Alaska, Department of Revenue | 834 | $35.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 758 | $32.1K | 0.00% | −302−28.5% | Reduced |
| Whittier Trust Co | 600 | $25.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 600 | $25.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 590 | $25.0K | 0.00% | +12+2.1% | Added |
| The PNC Financial Services Group, Inc. | 520 | $22.0K | 0.00% | +275+112.2% | Added |
| Amalgamated Bank | 446 | $19.0K | 0.00% | −9−2.0% | Reduced |
| Larson Financial Group LLC | 443 | $18.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 320 | $13.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 319 | $13.5K | 0.00% | −341−51.7% | Reduced |
| Public Employees Retirement System of Ohio | 315 | $13.3K | 0.00% | −13−4.0% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $12.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 280 | $11.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 271 | $11.5K | 0.00% | +1+0.4% | Added |
| Leonteq Securities AG | 245 | $10.4K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 217 | $9.18K | 0.00% | +217 | New |
| Nisa Investment Advisors, LLC | 200 | $8.46K | 0.00% | +148+284.6% | Added |
| Quest Partners LLC | 196 | $8.29K | 0.00% | −8,358−97.7% | Reduced |
| Smartleaf Asset Management LLC | 186 | $8.02K | 0.00% | +132+244.4% | Added |
| Harbor Capital Advisors, Inc. | 164 | $7.00K | 0.00% | −3−1.8% | Reduced |
| Versant Capital Management, Inc | 165 | $6.98K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 159 | $6.72K | 0.00% | −707−81.6% | Reduced |
| Meeder Asset Management Inc | 151 | $6.39K | 0.00% | −157−51.0% | Reduced |
| EverSource Wealth Advisors, LLC | 106 | $4.48K | 0.00% | −247−70.0% | Reduced |
| Sterling Capital Management LLC | 95 | $4.02K | 0.00% | +61+179.4% | Added |
| GAMMA Investing LLC | 93 | $3.93K | 0.00% | −17−15.5% | Reduced |
| Kilter Group LLC | 53 | $2.24K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 44 | $1.86K | 0.00% | +44 | New |
| 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 |
| Comerica Bank | 32 | $1.35K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $1.33K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 20 | $1.00K | 0.00% | −6−23.1% | Reduced |
| Allworth Financial LP | 18 | $762 | 0.00% | −41−69.5% | Reduced |
| Rothschild Investment LLC | 16 | $677 | 0.00% | −14−46.7% | Reduced |
| Farther Finance Advisors, LLC | 12 | $508 | 0.00% | −15−55.6% | Reduced |
| Parallel Advisors, LLC | 8 | $338 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7 | $296 | 0.00% | +7 | New |
| MAI Capital Management | 6 | $254 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $254 | 0.00% | +3+100.0% | Added |
| SBI Securities Co., Ltd. | 5 | $212 | 0.00% | −2−28.6% | Reduced |
| Aventura Private Wealth, LLC | 4 | $169 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $85 | 0.00% | +2 | New |
| Bessemer Group Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |