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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 16,890 | $714.4K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 15,684 | $716.1K | 0.02% | +15,684 | New |
| Quantinno Capital Management LP | 17,336 | $791.6K | 0.00% | +7,096+69.3% | Added |
| R Squared Ltd | 17,375 | $793.3K | 0.44% | +1,002+6.1% | Added |
| Rhumbline Advisers | 17,702 | $808.3K | 0.00% | −443−2.4% | Reduced |
| Parvin Asset Management, LLC | 19,720 | $900.4K | 0.66% | +2,295+13.2% | Added |
| Gsa Capital Partners LLP | 20,780 | $949.0K | 0.06% | +13,148+172.3% | Added |
| UBS Group AG | 21,302 | $972.6K | 0.00% | +876+4.3% | Added |
| Panagora Asset Management Inc | 21,927 | $1.00M | 0.00% | +21,927 | New |
| XTX Topco Ltd | 23,041 | $1.05M | 0.02% | +18,168+372.8% | Added |
| Ironwood Investment Management LLC | 23,468 | $1.07M | 0.45% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 25,479 | $1.16M | 0.00% | +16,080+171.1% | Added |
| Invesco Ltd. | 26,984 | $1.23M | 0.00% | −2,330−7.9% | Reduced |
| Mendel Money Management | 27,380 | $1.25M | 0.52% | −2,115−7.2% | Reduced |
| Nuveen, LLC | 30,658 | $1.40M | 0.00% | −2,476−7.5% | Reduced |
| American Century Companies Inc | 31,681 | $1.45M | 0.00% | −1,969−5.9% | Reduced |
| Bank of America Corp | 32,976 | $1.51M | 0.00% | −7,745−19.0% | Reduced |
| Citadel Advisors LLC | 37,793 | $1.73M | 0.00% | +17,937+90.3% | Added |
| North Star Investment Management Corp. | 40,000 | $1.83M | 0.11% | +27,000+207.7% | Added |
| Skopos Labs, Inc. | 40,160 | $1.83M | 0.06% | +40,160 | New |
| Linden Thomas Advisory Services, LLC | 42,058 | $1.92M | 0.19% | +20,815+98.0% | Added |
| HRT Financial LP | 42,731 | $1.95M | 0.00% | +4,387+11.4% | Added |
| Trexquant Investment LP | 46,017 | $2.10M | 0.02% | +10,199+28.5% | Added |
| Credit Agricole S A | 46,926 | $2.14M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 50,199 | $2.29M | 0.00% | +422+0.8% | Added |
| LPL Financial LLC | 63,761 | $2.91M | 0.00% | +825+1.3% | Added |
| Lazard Asset Management LLC | 68,293 | $3.12M | 0.01% | +33,120+94.2% | Added |
| JB Capital Partners LP | 71,007 | $3.24M | 0.56% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 76,905 | $3.51M | 0.17% | +400+0.5% | Added |
| Goldman Sachs Group Inc | 79,005 | $3.61M | 0.00% | +26,398+50.2% | Added |
| Swedbank AB | 82,200 | $3.75M | 0.00% | +82,200 | New |
| Seizert Capital Partners, LLC | 86,417 | $3.95M | 0.18% | +554+0.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $4.09M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 91,668 | $4.19M | 0.00% | −44,481−32.7% | Reduced |
| Bard Associates Inc | 98,525 | $4.50M | 1.13% | −1,130−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 99,403 | $4.54M | 0.01% | −6,356−6.0% | Reduced |
| Regions Financial Corp | 109,384 | $4.99M | 0.03% | +4,626+4.4% | Added |
| Vanguard Fiduciary Trust Co | 109,606 | $5.00M | 0.00% | +109,606 | New |
| Northern Trust Corp | 112,532 | $5.14M | 0.00% | +3,878+3.6% | Added |
| Arrowstreet Capital, Limited Partnership | 113,524 | $5.18M | 0.00% | −25,021−18.1% | Reduced |
| Kennedy Capital Management, Inc. | 114,174 | $5.21M | 0.11% | +2,078+1.9% | Added |
| Bank of New York Mellon Corp | 114,346 | $5.22M | 0.00% | −2,416−2.1% | Reduced |
| JPMorgan Chase & Co | 123,165 | $5.52M | 0.00% | +385+0.3% | Added |
| Price T Rowe Associates Inc | 124,273 | $5.68M | 0.00% | +13,321+12.0% | Added |
| Charles Schwab Investment Management Inc | 125,060 | $5.71M | 0.00% | −3,262−2.5% | Reduced |
| Manatuck Hill Partners, LLC | 127,000 | $5.80M | 1.90% | −10,000−7.3% | Reduced |
| Nicholas Company, Inc. | 132,625 | $6.06M | 0.12% | −685−0.5% | Reduced |
| Morgan Stanley | 135,063 | $6.17M | 0.00% | −11,127−7.6% | Reduced |
| RBF Capital, LLC | 143,430 | $6.55M | 0.32% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 148,208 | $6.77M | 0.01% | −963−0.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 172,323 | $7.87M | 0.01% | +172,323 | New |
| Heartland Advisors Inc | 207,300 | $9.47M | 0.48% | 00.0% | Unchanged |
| Boston Partners | 208,850 | $9.54M | 0.01% | −34,899−14.3% | Reduced |
| De Lisle Partners LLP | 236,092 | $10.8M | 1.29% | −139−0.1% | Reduced |
| Polar Asset Management Partners Inc. | 254,268 | $11.6M | 0.28% | +254,268 | New |
| Punch & Associates Investment Management, Inc. | 263,750 | $12.0M | 0.69% | +17,051+6.9% | Added |
| Vanguard Portfolio Management LLC | 287,352 | $13.1M | 0.00% | +287,352 | New |
| State Street Corp | 307,732 | $14.1M | 0.00% | −3,540−1.1% | Reduced |
| Geode Capital Management, LLC | 355,906 | $16.3M | 0.00% | −30,112−7.8% | Reduced |
| Two Sigma Investments, LP | 364,755 | $16.7M | 0.01% | +222,137+155.8% | Added |
| Renaissance Technologies LLC | 427,900 | $19.5M | 0.03% | −24,202−5.4% | Reduced |
| Ameriprise Financial Inc | 516,061 | $23.6M | 0.01% | +34,491+7.2% | Added |
| LSV Asset Management | 546,727 | $25.0M | 0.05% | −19,700−3.5% | Reduced |
| Dimensional Fund Advisors LP | 610,346 | $27.9M | 0.01% | +3,520+0.6% | Added |
| Vanguard Capital Management LLC | 638,118 | $29.1M | 0.00% | +638,118 | New |
| BlackRock, Inc. | 1,021,118 | $46.6M | 0.00% | −9,873−1.0% | Reduced |
| FMR LLC | 2,379,146 | $108.6M | 0.01% | +17,368+0.7% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −148,600−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −22,619−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,045−100.0% | Sold out |
| Sentinus, LLC | 0 | $0 | 0.00% | −14,992−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −7,334−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,697−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Godfrey Financial Associates, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Perritt Capital Management Inc | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |