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, Q2 2026
Institutional positions in Carriage Services Inc as of Jun 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
- Institutional holders
- 157
- −8 vs. Q1 2026
- Shares held
- 13.5M
- +1.01M (+8.0%) vs. Q1 2026
- Total value
- $517.9M
- −$52.6M (−9.2%) vs. Q1 2026
- New holders
- 16
- 68 more added
- Sold out
- 24
- 42 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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 | 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, Q2 2026
Shares, value and share of portfolio for each institution holding Carriage Services Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $38 | 0.00% | +1 | New |
| Aventura Private Wealth, LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 10 | $383 | 0.00% | +5+100.0% | Added |
| Rothschild Investment LLC | 11 | $422 | 0.00% | −5−31.3% | Reduced |
| Allworth Financial LP | 20 | $767 | 0.00% | −1−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 20 | $767 | 0.00% | +20 | New |
| Zions Bancorporation, National Association | 30 | $1.15K | 0.00% | +30 | New |
| Basecamp Wealth Advisors LLC | 31 | $1.19K | 0.00% | +6+24.0% | Added |
| New England Capital Financial Advisors LLC | 32 | $1.21K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 32 | $1.23K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34 | $1.30K | 0.00% | −7−17.1% | Reduced |
| Kilter Group LLC | 53 | $2.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $2.53K | 0.00% | −4−5.7% | Reduced |
| Parallel Advisors, LLC | 77 | $2.95K | 0.00% | −378−83.1% | Reduced |
| J.Safra Asset Management Corp | 77 | $2.95K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 84 | $3.22K | 0.00% | +84 | New |
| Sterling Capital Management LLC | 103 | $3.95K | 0.00% | +11+12.0% | Added |
| GAMMA Investing LLC | 117 | $4.49K | 0.00% | +34+41.0% | Added |
| Global Retirement Partners, LLC | 117 | $4.49K | 0.00% | +117 | New |
| Quarry LP | 150 | $5.75K | 0.00% | +150 | New |
| Versant Capital Management, Inc | 170 | $6.52K | 0.00% | −92−35.1% | Reduced |
| SBI Securities Co., Ltd. | 175 | $6.71K | 0.00% | +170+3,400.0% | Added |
| Harbor Capital Advisors, Inc. | 174 | $7.00K | 0.00% | +8+4.8% | Added |
| Smartleaf Asset Management LLC | 186 | $7.18K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 197 | $7.55K | 0.00% | −572−74.4% | Reduced |
| Advisor Group Holdings, Inc. | 242 | $9.28K | 0.00% | −516−68.1% | Reduced |
| Leonteq Securities AG | 245 | $9.39K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 248 | $9.51K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 250 | $9.59K | 0.00% | +242+3,025.0% | Added |
| GW&K Investment Management, LLC | 250 | $10.0K | 0.00% | +250 | New |
| GWM Advisors LLC | 270 | $10.4K | 0.00% | +151+126.9% | Added |
| IFP Advisors, Inc | 283 | $10.8K | 0.00% | +10+3.7% | Added |
| Old Point Trust & Financial Services N A | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 320 | $12.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 347 | $13.3K | 0.00% | −437−55.7% | Reduced |
| Public Employees Retirement System of Ohio | 351 | $13.5K | 0.00% | +26+8.0% | Added |
| Larson Financial Group LLC | 379 | $14.5K | 0.00% | −64−14.4% | Reduced |
| Jones Financial Companies LLLP | 421 | $16.5K | 0.00% | −82−16.3% | Reduced |
| SRS Capital Advisors, Inc. | 462 | $17.7K | 0.00% | +421+1,026.8% | Added |
| Whittier Trust Co | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 688 | $26.4K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 834 | $31.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 845 | $32.4K | 0.00% | −96−10.2% | Reduced |
| UBS Asset Management Americas Inc | 897 | $34.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 960 | $36.8K | 0.00% | −166−14.7% | Reduced |
| Huntington National Bank | 1,000 | $38.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,187 | $45.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,204 | $46.2K | 0.00% | +1,000+490.2% | Added |
| Legal & General Group Plc | 1,403 | $53.8K | 0.00% | +134+10.6% | Added |
| Palouse Capital Management, Inc. | 1,649 | $63.2K | 0.04% | −115−6.5% | Reduced |
| State of Wyoming | 1,745 | $66.9K | 0.01% | +1,745 | New |
| Barclays PLC | 2,333 | $89.4K | 0.00% | −755−24.4% | Reduced |
| Royal Bank of Canada | 3,466 | $133.0K | 0.00% | +424+13.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,910 | $149.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,657 | $179.0K | 0.00% | +818+21.3% | Added |
| Russell Investments Group, Ltd. | 5,418 | $207.7K | 0.00% | +2,607+92.7% | Added |
| New York State Common Retirement Fund | 5,514 | $211.4K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 5,527 | $211.9K | 0.26% | +5,527 | New |
| Hillsdale Investment Management Inc. | 5,700 | $218.5K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,079 | $233.1K | 0.00% | −175−2.8% | Reduced |
| Vanguard Global Advisers, LLC | 6,158 | $236.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,597 | $252.9K | 0.00% | −75−1.1% | Reduced |
| Citigroup Inc | 7,201 | $276.1K | 0.00% | +6,012+505.6% | Added |
| TSA Wealth Managment LLC | 7,607 | $291.7K | 0.08% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,820 | $299.8K | 0.00% | −1,100−12.3% | Reduced |
| Principal Financial Group Inc | 7,883 | $302.2K | 0.00% | +519+7.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,705 | $333.8K | 0.00% | +52+0.6% | Added |
| Aristeia Capital LLC | 8,782 | $336.7K | 0.01% | +1,701+24.0% | Added |
| MetLife Investment Management | 8,797 | $337.3K | 0.00% | 00.0% | Unchanged |
| VARCOV Co. | 8,861 | $339.7K | 0.13% | +8,861 | New |
| Brown Advisory Inc | 9,000 | $345.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,872 | $378.0K | 0.00% | −67−0.7% | Reduced |
| Engineers Gate Manager LP | 9,906 | $379.8K | 0.00% | +3,613+57.4% | Added |
| BayBridge Capital Group, LLC | 10,120 | $388.0K | 0.20% | +1,874+22.7% | Added |
| Pathstone Holdings, LLC | 10,289 | $394.5K | 0.00% | +10,289 | New |
| D. E. Shaw & Co., Inc. | 10,419 | $399.5K | 0.00% | +852+8.9% | Added |
| Brevan Howard Capital Management LP | 10,484 | $402.0K | 0.01% | +10,484 | New |
| Y-Intercept (Hong Kong) Ltd | 10,791 | $413.7K | 0.01% | +2,656+32.6% | Added |
| Neuberger Berman Group LLC | 10,977 | $420.9K | 0.00% | +341+3.2% | Added |
| Boothbay Fund Management, LLC | 11,614 | $445.3K | 0.01% | −4,070−26.0% | Reduced |
| R Squared Ltd | 12,129 | $465.0K | 0.24% | −5,246−30.2% | Reduced |
| Wells Fargo & Company | 12,835 | $492.1K | 0.00% | +7,679+148.9% | Added |
| XTX Topco Ltd | 13,985 | $536.2K | 0.01% | −9,056−39.3% | Reduced |
| Deutsche Bank AG | 14,113 | $541.1K | 0.00% | +1,729+14.0% | Added |
| Values First Advisors, Inc. | 14,132 | $541.8K | 0.25% | −266−1.8% | Reduced |
| Magnetar Financial LLC | 15,043 | $576.7K | 0.01% | +5,604+59.4% | Added |
| Quantinno Capital Management LP | 15,575 | $597.1K | 0.00% | −1,761−10.2% | Reduced |
| Quantbot Technologies LP | 15,947 | $611.4K | 0.02% | +10,578+197.0% | Added |
| Rhumbline Advisers | 18,002 | $690.2K | 0.00% | +300+1.7% | Added |
| Campbell & CO Investment Adviser LLC | 18,689 | $716.5K | 0.04% | +5,122+37.8% | Added |
| Alliancebernstein L.P. | 15,890 | $725.5K | 0.00% | −1,000−5.9% | Reduced |
| Parvin Asset Management, LLC | 19,170 | $735.0K | 0.59% | −550−2.8% | Reduced |
| WCG Wealth Advisors LLC | 19,350 | $741.9K | 0.02% | +6,587+51.6% | Added |
| UBS Group AG | 19,949 | $764.8K | 0.00% | −1,353−6.4% | Reduced |
| Invesco Ltd. | 20,650 | $791.7K | 0.00% | −6,334−23.5% | Reduced |
| AQR Capital Management LLC | 21,244 | $814.5K | 0.00% | +10,162+91.7% | Added |
| CenterBook Partners LP | 23,310 | $893.7K | 0.04% | +23,310 | New |
| Ironwood Investment Management LLC | 23,468 | $899.8K | 0.31% | 00.0% | Unchanged |
| TD Asset Management Inc | 23,914 | $916.9K | 0.00% | +19,138+400.7% | Added |
| BNP Paribas Arbitrage, SA | 26,343 | $1.01M | 0.00% | +11,576+78.4% | Added |