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; 159 institutions reported holding it in 13F filings for Q2 2026, worth $517.9M in total; no superinvestor holds it.
13F holders, Q3 2026
Institutional positions in Carriage Services Inc as of Sep 30, 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
Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.
- Institutional holders
- 69
- +1 vs. Q2 2026
- Shares held
- 5.65M
- −69.3K (−1.2%) vs. Q2 2026
- Total value
- $176.1M
- −$43.1M (−19.7%) vs. Q2 2026
- New holders
- 11
- 27 more added
- Sold out
- 10
- 21 more reduced
91 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2026: 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 | 159 | $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, Q3 2026
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2,351,303 | $73.3M | 0.00% | −29,536−1.2% | Reduced |
| Dimensional Fund Advisors LP | 679,802 | $21.2M | 0.00% | +45,832+7.2% | Added |
| LSV Asset Management | 540,827 | $16.9M | 0.03% | −2,100−0.4% | Reduced |
| Geode Capital Management, LLC | 364,272 | $11.4M | 0.00% | −15,990−4.2% | Reduced |
| Heartland Advisors Inc | 257,935 | $8.04M | 0.39% | +50,635+24.4% | Added |
| Swedbank AB | 177,696 | $5.54M | 0.00% | +30,171+20.5% | Added |
| Nicholas Company, Inc. | 132,700 | $4.14M | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 119,018 | $3.71M | 0.00% | +1,105+0.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 103,025 | $3.21M | 0.14% | −2,510−2.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $2.79M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 88,373 | $2.75M | 0.00% | +88,373 | New |
| Allspring Global Investments Holdings, LLC | 85,752 | $2.73M | 0.00% | +7,713+9.9% | Added |
| Boston Partners | 85,308 | $2.66M | 0.00% | −168,197−66.3% | Reduced |
| LPL Financial LLC | 64,359 | $2.01M | 0.00% | +5,968+10.2% | Added |
| CenterBook Partners LP | 57,272 | $1.79M | 0.08% | +33,962+145.7% | Added |
| Regions Financial Corp | 55,687 | $1.74M | 0.01% | −53,697−49.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 50,783 | $1.58M | 0.13% | +3,553+7.5% | Added |
| Oak Ridge Investments LLC | 50,646 | $1.58M | 0.09% | +265+0.5% | Added |
| North Star Investment Management Corp. | 41,000 | $1.28M | 0.07% | +1,000+2.5% | Added |
| Nuveen, LLC | 35,763 | $1.11M | 0.00% | −4,112−10.3% | Reduced |
| Mendel Money Management | 24,500 | $763.7K | 0.28% | −2,340−8.7% | Reduced |
| Principal Financial Group Inc | 21,443 | $668.4K | 0.00% | +13,560+172.0% | Added |
| UBS Group AG | 20,877 | $650.7K | 0.00% | +928+4.7% | Added |
| BayBridge Capital Group, LLC | 19,101 | $595.4K | 0.31% | +8,981+88.7% | Added |
| Rhumbline Advisers | 18,024 | $561.8K | 0.00% | +22+0.1% | Added |
| R Squared Ltd | 14,541 | $453.2K | 0.24% | +2,412+19.9% | Added |
| Values First Advisors, Inc. | 13,928 | $434.1K | 0.20% | −204−1.4% | Reduced |
| Squarepoint Ops LLC | 12,667 | $394.8K | 0.00% | +12,667 | New |
| Deutsche Bank AG | 12,429 | $387.4K | 0.00% | −1,684−11.9% | Reduced |
| Achmea Investment Management B.V. | 12,000 | $374.3K | 0.00% | +12,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,177 | $348.4K | 0.00% | +2,472+28.4% | Added |
| TSA Wealth Managment LLC | 7,607 | $237.1K | 0.07% | 00.0% | Unchanged |
| Barclays PLC | 5,755 | $179.4K | 0.00% | +3,422+146.7% | Added |
| Russell Investments Group, Ltd. | 5,302 | $165.3K | 0.00% | −116−2.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,910 | $121.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,494 | $77.7K | 0.00% | −4,707−65.4% | Reduced |
| Versant Capital Management, Inc | 1,440 | $44.9K | 0.00% | +1,270+747.1% | Added |
| The PNC Financial Services Group, Inc. | 1,414 | $44.1K | 0.00% | +1,067+307.5% | Added |
| Nisa Investment Advisors, LLC | 1,093 | $34.1K | 0.00% | −111−9.2% | Reduced |
| Huntington National Bank | 1,000 | $31.2K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 834 | $25.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 628 | $19.6K | 0.00% | +628 | New |
| US Bancorp | 480 | $15.0K | 0.00% | +230+92.0% | Added |
| Sterling Capital Management LLC | 425 | $13.2K | 0.00% | +322+312.6% | Added |
| GAMMA Investing LLC | 351 | $10.9K | 0.00% | +234+200.0% | Added |
| Old Point Trust & Financial Services N A | 300 | $9.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 272 | $8.48K | 0.00% | −11−3.9% | Reduced |
| GW&K Investment Management, LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $6.23K | 0.00% | +200 | New |
| Harbor Capital Advisors, Inc. | 164 | $5.00K | 0.00% | −10−5.7% | Reduced |
| Smartleaf Asset Management LLC | 154 | $4.78K | 0.00% | −32−17.2% | Reduced |
| J.Safra Asset Management Corp | 108 | $3.37K | 0.00% | +31+40.3% | Added |
| SBK Financial, Inc. | 100 | $3.12K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 55 | $1.71K | 0.00% | +45+450.0% | Added |
| Bare Financial Services, Inc | 53 | $1.65K | 0.00% | +53 | New |
| Allworth Financial LP | 38 | $1.46K | 0.00% | +18+90.0% | Added |
| EverSource Wealth Advisors, LLC | 38 | $1.18K | 0.00% | +4+11.8% | Added |
| TD Private Client Wealth LLC | 36 | $1.12K | 0.00% | +36 | New |
| New England Capital Financial Advisors LLC | 32 | $990 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $842 | 0.00% | +27 | New |
| Parallel Advisors, LLC | 23 | $717 | 0.00% | −54−70.1% | Reduced |
| CoreCap Advisors, LLC | 22 | $686 | 0.00% | +22 | New |
| Rothschild Investment LLC | 21 | $655 | 0.00% | +10+90.9% | Added |
| Larson Financial Group LLC | 20 | $623 | 0.00% | −359−94.7% | Reduced |
| Farther Finance Advisors, LLC | 15 | $468 | 0.00% | −51−77.3% | Reduced |
| Root Financial Partners, LLC | 15 | $468 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 5 | $156 | 0.00% | −170−97.1% | Reduced |
| Fifth Third Bancorp | 5 | $156 | 0.00% | −27−84.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 5 | $156 | 0.00% | +5 | New |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −93,720−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,791−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,527−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| James T. Borello RIA | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock, Inc. | – | – | – | – | Not filed |
| T. Rowe Price Investment Management, Inc. | – | – | – | – | Not filed |
| Vanguard Capital Management LLC | – | – | – | – | Not filed |
| Ameriprise Financial Inc | – | – | – | – | Not filed |
| Renaissance Technologies LLC | – | – | – | – | Not filed |
| Polar Asset Management Partners Inc. | – | – | – | – | Not filed |
| State Street Corp | – | – | – | – | Not filed |
| Two Sigma Investments, LP | – | – | – | – | Not filed |
| Vanguard Portfolio Management LLC | – | – | – | – | Not filed |
| Punch & Associates Investment Management, Inc. | – | – | – | – | Not filed |
| De Lisle Partners LLP | – | – | – | – | Not filed |
| Morgan Stanley | – | – | – | – | Not filed |
| Qube Research & Technologies Ltd | – | – | – | – | Not filed |
| Price T Rowe Associates Inc | – | – | – | – | Not filed |
| RBF Capital, LLC | – | – | – | – | Not filed |
| Charles Schwab Investment Management Inc | – | – | – | – | Not filed |
| Northern Trust Corp | – | – | – | – | Not filed |
| Kennedy Capital Management, Inc. | – | – | – | – | Not filed |
| Vanguard Fiduciary Trust Co | – | – | – | – | Not filed |
| JPMorgan Chase & Co | – | – | – | – | Not filed |
| Bard Associates Inc | – | – | – | – | Not filed |