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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −16−80.0% | Reduced |
| Bessemer Group Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $46 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $91 | 0.00% | −317−99.4% | Reduced |
| Aventura Private Wealth, LLC | 4 | $183 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $228 | 0.00% | −1−16.7% | Reduced |
| SBI Securities Co., Ltd. | 5 | $228 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8 | $365 | 0.00% | +8 | New |
| Rothschild Investment LLC | 16 | $731 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $959 | 0.00% | +3+16.7% | Added |
| Basecamp Wealth Advisors LLC | 25 | $1.14K | 0.00% | −19−43.2% | Reduced |
| Root Financial Partners, LLC | 25 | $1.14K | 0.00% | +25 | New |
| New England Capital Financial Advisors LLC | 32 | $1.44K | 0.00% | +1+3.2% | Added |
| Fifth Third Bancorp | 32 | $1.46K | 0.00% | +32 | New |
| EverSource Wealth Advisors, LLC | 41 | $1.87K | 0.00% | −65−61.3% | Reduced |
| SRS Capital Advisors, Inc. | 41 | $1.87K | 0.00% | −2,478−98.4% | Reduced |
| Kilter Group LLC | 53 | $2.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 70 | $3.18K | 0.00% | +58+483.3% | Added |
| J.Safra Asset Management Corp | 77 | $3.52K | 0.00% | +36+87.8% | Added |
| GAMMA Investing LLC | 83 | $3.79K | 0.00% | −10−10.8% | Reduced |
| Sterling Capital Management LLC | 92 | $4.20K | 0.00% | −3−3.2% | Reduced |
| GWM Advisors LLC | 119 | $5.44K | 0.00% | +112+1,600.0% | Added |
| Harbor Capital Advisors, Inc. | 166 | $8.00K | 0.00% | +2+1.2% | Added |
| Smartleaf Asset Management LLC | 186 | $8.35K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 204 | $9.31K | 0.00% | +4+2.0% | Added |
| Leonteq Securities AG | 245 | $11.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $11.3K | 0.00% | +248 | New |
| Versant Capital Management, Inc | 262 | $12.0K | 0.00% | +97+58.8% | Added |
| IFP Advisors, Inc | 273 | $12.5K | 0.00% | +2+0.7% | Added |
| Quadrant Capital Group LLC | 280 | $12.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 320 | $14.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 320 | $14.6K | 0.00% | +169+111.9% | Added |
| Public Employees Retirement System of Ohio | 325 | $14.8K | 0.00% | +10+3.2% | Added |
| Larson Financial Group LLC | 443 | $20.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 455 | $20.8K | 0.00% | +447+5,587.5% | Added |
| Jones Financial Companies LLLP | 503 | $22.4K | 0.00% | −632−55.7% | Reduced |
| Whittier Trust Co | 600 | $27.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 622 | $28.4K | 0.00% | +32+5.4% | Added |
| Brown Brothers Harriman & Co | 688 | $31.4K | 0.00% | +88+14.7% | Added |
| Advisor Group Holdings, Inc. | 758 | $34.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 769 | $35.1K | 0.00% | −105−12.0% | Reduced |
| The PNC Financial Services Group, Inc. | 784 | $35.8K | 0.00% | +264+50.8% | Added |
| State of Alaska, Department of Revenue | 834 | $38.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 897 | $41.0K | 0.00% | +680+313.4% | Added |
| Optiver Holding B.V. | 941 | $43.0K | 0.00% | +900+2,195.1% | Added |
| Huntington National Bank | 1,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,126 | $51.4K | 0.00% | +82+7.9% | Added |
| Ameritas Investment Partners, Inc. | 1,187 | $54.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,189 | $54.3K | 0.00% | −2,515−67.9% | Reduced |
| Legal & General Group Plc | 1,269 | $57.9K | 0.00% | −220−14.8% | Reduced |
| Palouse Capital Management, Inc. | 1,764 | $80.5K | 0.05% | −272−13.4% | Reduced |
| Advisory Services Network, LLC | 2,287 | $104.4K | 0.00% | +2,287 | New |
| Russell Investments Group, Ltd. | 2,811 | $128.3K | 0.00% | +71+2.6% | Added |
| Royal Bank of Canada | 3,042 | $139.0K | 0.00% | −984−24.4% | Reduced |
| Barclays PLC | 3,088 | $141.0K | 0.00% | −19,066−86.1% | Reduced |
| SG Americas Securities, LLC | 3,839 | $175.0K | 0.00% | −15,167−79.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,910 | $178.5K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,382 | $200.1K | 0.00% | +4,382 | New |
| CI Private Wealth, LLC | 4,401 | $201.0K | 0.00% | +4,401 | New |
| Empowered Funds, LLC | 4,665 | $213.0K | 0.00% | +4,665 | New |
| TD Asset Management Inc | 4,776 | $218.1K | 0.00% | +4,776 | New |
| Hohimer Wealth Management, LLC | 4,779 | $218.2K | 0.03% | +4,779 | New |
| Navellier & Associates Inc | 4,887 | $223.1K | 0.02% | −136−2.7% | Reduced |
| Wells Fargo & Company | 5,156 | $235.4K | 0.00% | −11,679−69.4% | Reduced |
| Atria Investments LLC | 5,289 | $241.5K | 0.00% | +293+5.9% | Added |
| Commonwealth Financial Services, LLC | 5,332 | $243.5K | 0.04% | +5,332 | New |
| Quantbot Technologies LP | 5,369 | $245.1K | 0.01% | +5,369 | New |
| Squarepoint Ops LLC | 5,477 | $250.1K | 0.00% | +5,477 | New |
| New York State Common Retirement Fund | 5,514 | $251.8K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 5,700 | $260.3K | 0.01% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 6,158 | $281.2K | 0.00% | +6,158 | New |
| Cerity Partners LLC | 6,254 | $285.6K | 0.00% | +52+0.8% | Added |
| Engineers Gate Manager LP | 6,293 | $287.3K | 0.00% | +6,293 | New |
| Jacobs Levy Equity Management, Inc | 6,379 | $291.3K | 0.00% | −531−7.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,672 | $304.6K | 0.00% | +95+1.4% | Added |
| Balyasny Asset Management LLC | 6,819 | $311.4K | 0.00% | +6,819 | New |
| HSBC Holdings PLC | 7,051 | $322.6K | 0.00% | +1,929+37.7% | Added |
| Aristeia Capital LLC | 7,081 | $323.3K | 0.01% | +7,081 | New |
| Verition Fund Management LLC | 7,180 | $327.8K | 0.00% | +102+1.4% | Added |
| Creative Planning | 7,197 | $328.6K | 0.00% | +1,482+25.9% | Added |
| Principal Financial Group Inc | 7,364 | $336.2K | 0.00% | −5,523−42.9% | Reduced |
| TSA Wealth Managment LLC | 7,607 | $347.3K | 0.11% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 8,246 | $348.8K | 0.22% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,135 | $371.4K | 0.01% | −5,635−40.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,653 | $395.1K | 0.00% | −1,074−11.0% | Reduced |
| MetLife Investment Management | 8,797 | $401.7K | 0.00% | +637+7.8% | Added |
| State of Wisconsin Investment Board | 8,920 | $407.3K | 0.00% | −200−2.2% | Reduced |
| Brown Advisory Inc | 9,000 | $410.9K | 0.00% | −1,000−10.0% | Reduced |
| Susquehanna International Group, LLP | 9,050 | $413.2K | 0.00% | +2,641+41.2% | Added |
| Magnetar Financial LLC | 9,439 | $431.0K | 0.00% | +9,439 | New |
| D. E. Shaw & Co., Inc. | 9,567 | $436.8K | 0.00% | +9,567 | New |
| Janney Montgomery Scott LLC | 9,939 | $454.0K | 0.00% | +321+3.3% | Added |
| Neuberger Berman Group LLC | 10,636 | $485.6K | 0.00% | +548+5.4% | Added |
| AQR Capital Management LLC | 11,082 | $506.0K | 0.00% | +307+2.8% | Added |
| Deutsche Bank AG | 12,384 | $565.5K | 0.00% | +1,713+16.1% | Added |
| WCG Wealth Advisors LLC | 12,763 | $582.8K | 0.02% | +12,763 | New |
| Campbell & CO Investment Adviser LLC | 13,567 | $619.5K | 0.04% | −9,602−41.4% | Reduced |
| Values First Advisors, Inc. | 14,398 | $657.4K | 0.34% | +140+1.0% | Added |
| BNP Paribas Arbitrage, SA | 14,767 | $674.3K | 0.00% | +11,562+360.7% | Added |