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, Q1 2026
Institutional positions in Carriage Services Inc as of Mar 31, 2026. 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
- 167
- +16 vs. Q4 2025
- Shares held
- 12.5M
- +1.71M (+15.8%) vs. Q4 2025
- Total value
- $572.3M
- +$114.2M (+24.9%) vs. Q4 2025
- New holders
- 30
- 61 more added
- Sold out
- 14
- 48 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,379,146 | $108.6M | 0.01% | +17,368+0.7% | Added |
| BlackRock, Inc. | 1,021,118 | $46.6M | 0.00% | −9,873−1.0% | Reduced |
| Vanguard Capital Management LLC | 638,118 | $29.1M | 0.00% | +638,118 | New |
| Dimensional Fund Advisors LP | 610,346 | $27.9M | 0.01% | +3,520+0.6% | Added |
| LSV Asset Management | 546,727 | $25.0M | 0.05% | −19,700−3.5% | Reduced |
| Ameriprise Financial Inc | 516,061 | $23.6M | 0.01% | +34,491+7.2% | Added |
| Renaissance Technologies LLC | 427,900 | $19.5M | 0.03% | −24,202−5.4% | Reduced |
| Two Sigma Investments, LP | 364,755 | $16.7M | 0.01% | +222,137+155.8% | Added |
| Geode Capital Management, LLC | 355,906 | $16.3M | 0.00% | −30,112−7.8% | Reduced |
| State Street Corp | 307,732 | $14.1M | 0.00% | −3,540−1.1% | Reduced |
| Vanguard Portfolio Management LLC | 287,352 | $13.1M | 0.00% | +287,352 | New |
| Punch & Associates Investment Management, Inc. | 263,750 | $12.0M | 0.69% | +17,051+6.9% | Added |
| Polar Asset Management Partners Inc. | 254,268 | $11.6M | 0.28% | +254,268 | New |
| De Lisle Partners LLP | 236,092 | $10.8M | 1.29% | −139−0.1% | Reduced |
| Boston Partners | 208,850 | $9.54M | 0.01% | −34,899−14.3% | Reduced |
| Heartland Advisors Inc | 207,300 | $9.47M | 0.48% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 172,323 | $7.87M | 0.01% | +172,323 | New |
| Qube Research & Technologies Ltd | 148,208 | $6.77M | 0.01% | −963−0.6% | Reduced |
| RBF Capital, LLC | 143,430 | $6.55M | 0.32% | 00.0% | Unchanged |
| Morgan Stanley | 135,063 | $6.17M | 0.00% | −11,127−7.6% | Reduced |
| Nicholas Company, Inc. | 132,625 | $6.06M | 0.12% | −685−0.5% | Reduced |
| Manatuck Hill Partners, LLC | 127,000 | $5.80M | 1.90% | −10,000−7.3% | Reduced |
| Charles Schwab Investment Management Inc | 125,060 | $5.71M | 0.00% | −3,262−2.5% | Reduced |
| Price T Rowe Associates Inc | 124,273 | $5.68M | 0.00% | +13,321+12.0% | Added |
| JPMorgan Chase & Co | 123,165 | $5.52M | 0.00% | +385+0.3% | Added |
| Bank of New York Mellon Corp | 114,346 | $5.22M | 0.00% | −2,416−2.1% | Reduced |
| Kennedy Capital Management, Inc. | 114,174 | $5.21M | 0.11% | +2,078+1.9% | Added |
| Arrowstreet Capital, Limited Partnership | 113,524 | $5.18M | 0.00% | −25,021−18.1% | Reduced |
| Northern Trust Corp | 112,532 | $5.14M | 0.00% | +3,878+3.6% | Added |
| Vanguard Fiduciary Trust Co | 109,606 | $5.00M | 0.00% | +109,606 | New |
| Regions Financial Corp | 109,384 | $4.99M | 0.03% | +4,626+4.4% | Added |
| Allspring Global Investments Holdings, LLC | 99,403 | $4.54M | 0.01% | −6,356−6.0% | Reduced |
| Bard Associates Inc | 98,525 | $4.50M | 1.13% | −1,130−1.1% | Reduced |
| Millennium Management LLC | 91,668 | $4.19M | 0.00% | −44,481−32.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $4.09M | 0.01% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 86,417 | $3.95M | 0.18% | +554+0.6% | Added |
| Swedbank AB | 82,200 | $3.75M | 0.00% | +82,200 | New |
| Goldman Sachs Group Inc | 79,005 | $3.61M | 0.00% | +26,398+50.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 76,905 | $3.51M | 0.17% | +400+0.5% | Added |
| JB Capital Partners LP | 71,007 | $3.24M | 0.56% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 68,293 | $3.12M | 0.01% | +33,120+94.2% | Added |
| LPL Financial LLC | 63,761 | $2.91M | 0.00% | +825+1.3% | Added |
| First Trust Advisors LP | 50,199 | $2.29M | 0.00% | +422+0.8% | Added |
| Credit Agricole S A | 46,926 | $2.14M | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 46,017 | $2.10M | 0.02% | +10,199+28.5% | Added |
| HRT Financial LP | 42,731 | $1.95M | 0.00% | +4,387+11.4% | Added |
| Linden Thomas Advisory Services, LLC | 42,058 | $1.92M | 0.19% | +20,815+98.0% | Added |
| Skopos Labs, Inc. | 40,160 | $1.83M | 0.06% | +40,160 | New |
| North Star Investment Management Corp. | 40,000 | $1.83M | 0.11% | +27,000+207.7% | Added |
| Citadel Advisors LLC | 37,793 | $1.73M | 0.00% | +17,937+90.3% | Added |
| Bank of America Corp | 32,976 | $1.51M | 0.00% | −7,745−19.0% | Reduced |
| American Century Companies Inc | 31,681 | $1.45M | 0.00% | −1,969−5.9% | Reduced |
| Nuveen, LLC | 30,658 | $1.40M | 0.00% | −2,476−7.5% | Reduced |
| Mendel Money Management | 27,380 | $1.25M | 0.52% | −2,115−7.2% | Reduced |
| Invesco Ltd. | 26,984 | $1.23M | 0.00% | −2,330−7.9% | Reduced |
| Point72 Asset Management, L.P. | 25,479 | $1.16M | 0.00% | +16,080+171.1% | Added |
| Ironwood Investment Management LLC | 23,468 | $1.07M | 0.45% | 00.0% | Unchanged |
| XTX Topco Ltd | 23,041 | $1.05M | 0.02% | +18,168+372.8% | Added |
| Panagora Asset Management Inc | 21,927 | $1.00M | 0.00% | +21,927 | New |
| UBS Group AG | 21,302 | $972.6K | 0.00% | +876+4.3% | Added |
| Gsa Capital Partners LLP | 20,780 | $949.0K | 0.06% | +13,148+172.3% | Added |
| Parvin Asset Management, LLC | 19,720 | $900.4K | 0.66% | +2,295+13.2% | Added |
| Rhumbline Advisers | 17,702 | $808.3K | 0.00% | −443−2.4% | Reduced |
| R Squared Ltd | 17,375 | $793.3K | 0.44% | +1,002+6.1% | Added |
| Quantinno Capital Management LP | 17,336 | $791.6K | 0.00% | +7,096+69.3% | Added |
| Boothbay Fund Management, LLC | 15,684 | $716.1K | 0.02% | +15,684 | New |
| Alliancebernstein L.P. | 16,890 | $714.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 14,767 | $674.3K | 0.00% | +11,562+360.7% | Added |
| Values First Advisors, Inc. | 14,398 | $657.4K | 0.34% | +140+1.0% | Added |
| Campbell & CO Investment Adviser LLC | 13,567 | $619.5K | 0.04% | −9,602−41.4% | Reduced |
| WCG Wealth Advisors LLC | 12,763 | $582.8K | 0.02% | +12,763 | New |
| Deutsche Bank AG | 12,384 | $565.5K | 0.00% | +1,713+16.1% | Added |
| AQR Capital Management LLC | 11,082 | $506.0K | 0.00% | +307+2.8% | Added |
| Neuberger Berman Group LLC | 10,636 | $485.6K | 0.00% | +548+5.4% | Added |
| Janney Montgomery Scott LLC | 9,939 | $454.0K | 0.00% | +321+3.3% | Added |
| D. E. Shaw & Co., Inc. | 9,567 | $436.8K | 0.00% | +9,567 | New |
| Magnetar Financial LLC | 9,439 | $431.0K | 0.00% | +9,439 | New |
| Susquehanna International Group, LLP | 9,050 | $413.2K | 0.00% | +2,641+41.2% | Added |
| Brown Advisory Inc | 9,000 | $410.9K | 0.00% | −1,000−10.0% | Reduced |
| State of Wisconsin Investment Board | 8,920 | $407.3K | 0.00% | −200−2.2% | Reduced |
| MetLife Investment Management | 8,797 | $401.7K | 0.00% | +637+7.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,653 | $395.1K | 0.00% | −1,074−11.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,135 | $371.4K | 0.01% | −5,635−40.9% | Reduced |
| BayBridge Capital Group, LLC | 8,246 | $348.8K | 0.22% | 00.0% | Unchanged |
| TSA Wealth Managment LLC | 7,607 | $347.3K | 0.11% | 00.0% | Unchanged |
| Principal Financial Group Inc | 7,364 | $336.2K | 0.00% | −5,523−42.9% | Reduced |
| Creative Planning | 7,197 | $328.6K | 0.00% | +1,482+25.9% | Added |
| Verition Fund Management LLC | 7,180 | $327.8K | 0.00% | +102+1.4% | Added |
| Aristeia Capital LLC | 7,081 | $323.3K | 0.01% | +7,081 | New |
| HSBC Holdings PLC | 7,051 | $322.6K | 0.00% | +1,929+37.7% | Added |
| Balyasny Asset Management LLC | 6,819 | $311.4K | 0.00% | +6,819 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,672 | $304.6K | 0.00% | +95+1.4% | Added |
| Jacobs Levy Equity Management, Inc | 6,379 | $291.3K | 0.00% | −531−7.7% | Reduced |
| Engineers Gate Manager LP | 6,293 | $287.3K | 0.00% | +6,293 | New |
| Cerity Partners LLC | 6,254 | $285.6K | 0.00% | +52+0.8% | Added |
| Vanguard Global Advisers, LLC | 6,158 | $281.2K | 0.00% | +6,158 | New |
| Hillsdale Investment Management Inc. | 5,700 | $260.3K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,514 | $251.8K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,477 | $250.1K | 0.00% | +5,477 | New |
| Quantbot Technologies LP | 5,369 | $245.1K | 0.01% | +5,369 | New |