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 |
|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | 5,332 | $243.5K | 0.04% | +5,332 | New |
| Atria Investments LLC | 5,289 | $241.5K | 0.00% | +293+5.9% | Added |
| Wells Fargo & Company | 5,156 | $235.4K | 0.00% | −11,679−69.4% | Reduced |
| Navellier & Associates Inc | 4,887 | $223.1K | 0.02% | −136−2.7% | Reduced |
| Hohimer Wealth Management, LLC | 4,779 | $218.2K | 0.03% | +4,779 | New |
| TD Asset Management Inc | 4,776 | $218.1K | 0.00% | +4,776 | New |
| Empowered Funds, LLC | 4,665 | $213.0K | 0.00% | +4,665 | New |
| CI Private Wealth, LLC | 4,401 | $201.0K | 0.00% | +4,401 | New |
| Mercer Global Advisors Inc | 4,382 | $200.1K | 0.00% | +4,382 | New |
| Police & Firemen's Retirement System of New Jersey | 3,910 | $178.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,839 | $175.0K | 0.00% | −15,167−79.8% | Reduced |
| Barclays PLC | 3,088 | $141.0K | 0.00% | −19,066−86.1% | Reduced |
| Royal Bank of Canada | 3,042 | $139.0K | 0.00% | −984−24.4% | Reduced |
| Russell Investments Group, Ltd. | 2,811 | $128.3K | 0.00% | +71+2.6% | Added |
| Advisory Services Network, LLC | 2,287 | $104.4K | 0.00% | +2,287 | New |
| Palouse Capital Management, Inc. | 1,764 | $80.5K | 0.05% | −272−13.4% | Reduced |
| Legal & General Group Plc | 1,269 | $57.9K | 0.00% | −220−14.8% | Reduced |
| Citigroup Inc | 1,189 | $54.3K | 0.00% | −2,515−67.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,187 | $54.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,126 | $51.4K | 0.00% | +82+7.9% | Added |
| Huntington National Bank | 1,000 | $45.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 941 | $43.0K | 0.00% | +900+2,195.1% | Added |
| UBS Asset Management Americas Inc | 897 | $41.0K | 0.00% | +680+313.4% | Added |
| State of Alaska, Department of Revenue | 834 | $38.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 784 | $35.8K | 0.00% | +264+50.8% | Added |
| California State Teachers Retirement System | 769 | $35.1K | 0.00% | −105−12.0% | Reduced |
| Advisor Group Holdings, Inc. | 758 | $34.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 688 | $31.4K | 0.00% | +88+14.7% | Added |
| CWM, LLC | 622 | $28.4K | 0.00% | +32+5.4% | Added |
| Whittier Trust Co | 600 | $27.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 503 | $22.4K | 0.00% | −632−55.7% | Reduced |
| Parallel Advisors, LLC | 455 | $20.8K | 0.00% | +447+5,587.5% | Added |
| Larson Financial Group LLC | 443 | $20.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 325 | $14.8K | 0.00% | +10+3.2% | Added |
| 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 |
| Old Point Trust & Financial Services N A | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 280 | $12.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 273 | $12.5K | 0.00% | +2+0.7% | Added |
| Versant Capital Management, Inc | 262 | $12.0K | 0.00% | +97+58.8% | Added |
| Salem Investment Counselors Inc | 248 | $11.3K | 0.00% | +248 | New |
| Leonteq Securities AG | 245 | $11.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 204 | $9.31K | 0.00% | +4+2.0% | Added |
| Smartleaf Asset Management LLC | 186 | $8.35K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 166 | $8.00K | 0.00% | +2+1.2% | Added |
| GWM Advisors LLC | 119 | $5.44K | 0.00% | +112+1,600.0% | Added |
| Sterling Capital Management LLC | 92 | $4.20K | 0.00% | −3−3.2% | Reduced |
| GAMMA Investing LLC | 83 | $3.79K | 0.00% | −10−10.8% | Reduced |
| J.Safra Asset Management Corp | 77 | $3.52K | 0.00% | +36+87.8% | Added |
| Farther Finance Advisors, LLC | 70 | $3.18K | 0.00% | +58+483.3% | Added |
| Kilter Group LLC | 53 | $2.42K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $1.87K | 0.00% | −2,478−98.4% | Reduced |
| EverSource Wealth Advisors, LLC | 41 | $1.87K | 0.00% | −65−61.3% | Reduced |
| Fifth Third Bancorp | 32 | $1.46K | 0.00% | +32 | New |
| New England Capital Financial Advisors LLC | 32 | $1.44K | 0.00% | +1+3.2% | 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 |
| Allworth Financial LP | 21 | $959 | 0.00% | +3+16.7% | Added |
| Rothschild Investment LLC | 16 | $731 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8 | $365 | 0.00% | +8 | New |
| Essential Partners LLC | 5 | $228 | 0.00% | −1−16.7% | Reduced |
| SBI Securities Co., Ltd. | 5 | $228 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $183 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $91 | 0.00% | −317−99.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1 | $46 | 0.00% | +1 | New |
| Covestor Ltd | 4 | $0 | 0.00% | −16−80.0% | Reduced |
| Bessemer Group Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |