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 |
|---|---|---|---|---|---|
| Mendel Money Management | 26,840 | $1.03M | 0.38% | −540−2.0% | Reduced |
| Susquehanna International Group, LLP | 26,989 | $1.03M | 0.00% | +17,939+198.2% | Added |
| Tudor Investment Corp Et Al | 28,190 | $1.08M | 0.00% | +28,190 | New |
| American Century Companies Inc | 31,757 | $1.22M | 0.00% | +76+0.2% | Added |
| Millennium Management LLC | 35,666 | $1.37M | 0.00% | −56,002−61.1% | Reduced |
| Nuveen, LLC | 39,875 | $1.53M | 0.00% | +9,217+30.1% | Added |
| North Star Investment Management Corp. | 40,000 | $1.53M | 0.08% | 00.0% | Unchanged |
| Bank of America Corp | 40,187 | $1.54M | 0.00% | +7,211+21.9% | Added |
| Citadel Advisors LLC | 43,964 | $1.69M | 0.00% | +6,171+16.3% | Added |
| Panagora Asset Management Inc | 46,246 | $1.77M | 0.01% | +24,319+110.9% | Added |
| Credit Agricole S A | 46,926 | $1.80M | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 47,230 | $1.81M | 0.15% | +5,172+12.3% | Added |
| Oak Ridge Investments LLC | 50,381 | $1.93M | 0.11% | +50,381 | New |
| First Trust Advisors LP | 52,686 | $2.02M | 0.00% | +2,487+5.0% | Added |
| Norges Bank | 54,900 | $2.10M | 0.00% | +54,900 | New |
| LPL Financial LLC | 58,391 | $2.24M | 0.00% | −5,370−8.4% | Reduced |
| HRT Financial LP | 62,690 | $2.40M | 0.00% | +19,959+46.7% | Added |
| Manatuck Hill Partners, LLC | 66,600 | $2.55M | 0.85% | −60,400−47.6% | Reduced |
| JB Capital Partners LP | 71,007 | $2.71M | 0.42% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 73,807 | $2.83M | 0.00% | −5,198−6.6% | Reduced |
| Trexquant Investment LP | 76,593 | $2.94M | 0.02% | +30,576+66.4% | Added |
| Allspring Global Investments Holdings, LLC | 78,039 | $2.99M | 0.00% | −21,364−21.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 79,472 | $3.05M | 0.00% | −34,052−30.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.43M | 0.01% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 93,720 | $3.59M | 0.15% | +7,303+8.5% | Added |
| Bard Associates Inc | 97,068 | $3.72M | 0.83% | −1,457−1.5% | Reduced |
| JPMorgan Chase & Co | 102,813 | $3.97M | 0.00% | −20,352−16.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 105,535 | $4.05M | 0.17% | +28,630+37.2% | Added |
| Regions Financial Corp | 109,384 | $4.19M | 0.03% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 109,450 | $4.20M | 0.00% | −156−0.1% | Reduced |
| Kennedy Capital Management, Inc. | 111,990 | $4.29M | 0.08% | −2,184−1.9% | Reduced |
| Bank of New York Mellon Corp | 117,913 | $4.52M | 0.00% | +3,567+3.1% | Added |
| Northern Trust Corp | 119,177 | $4.57M | 0.00% | +6,645+5.9% | Added |
| Charles Schwab Investment Management Inc | 128,001 | $4.91M | 0.00% | +2,941+2.4% | Added |
| Nicholas Company, Inc. | 132,700 | $5.09M | 0.09% | +75+0.1% | Added |
| RBF Capital, LLC | 143,430 | $5.50M | 0.23% | 00.0% | Unchanged |
| Swedbank AB | 147,525 | $5.66M | 0.00% | +65,325+79.5% | Added |
| Price T Rowe Associates Inc | 157,231 | $6.03M | 0.00% | +32,958+26.5% | Added |
| Qube Research & Technologies Ltd | 182,905 | $7.01M | 0.01% | +34,697+23.4% | Added |
| Morgan Stanley | 191,346 | $7.34M | 0.00% | +56,283+41.7% | Added |
| Heartland Advisors Inc | 207,300 | $7.95M | 0.35% | 00.0% | Unchanged |
| De Lisle Partners LLP | 239,593 | $9.19M | 1.00% | +3,501+1.5% | Added |
| Punch & Associates Investment Management, Inc. | 249,404 | $9.56M | 0.47% | −14,346−5.4% | Reduced |
| Boston Partners | 253,505 | $9.72M | 0.01% | +44,655+21.4% | Added |
| Vanguard Portfolio Management LLC | 298,879 | $11.5M | 0.00% | +11,527+4.0% | Added |
| Two Sigma Investments, LP | 303,115 | $11.6M | 0.01% | −61,640−16.9% | Reduced |
| State Street Corp | 309,391 | $11.9M | 0.00% | +1,659+0.5% | Added |
| Polar Asset Management Partners Inc. | 326,173 | $12.5M | 0.23% | +71,905+28.3% | Added |
| Geode Capital Management, LLC | 380,262 | $14.6M | 0.00% | +24,356+6.8% | Added |
| Renaissance Technologies LLC | 437,125 | $16.8M | 0.02% | +9,225+2.2% | Added |
| LSV Asset Management | 542,927 | $20.8M | 0.04% | −3,800−0.7% | Reduced |
| Ameriprise Financial Inc | 545,021 | $20.9M | 0.00% | +28,960+5.6% | Added |
| Dimensional Fund Advisors LP | 633,970 | $24.3M | 0.00% | +23,624+3.9% | Added |
| Vanguard Capital Management LLC | 644,644 | $24.7M | 0.00% | +6,526+1.0% | Added |
| T. Rowe Price Investment Management, Inc. | 725,953 | $27.8M | 0.02% | +553,630+321.3% | Added |
| BlackRock, Inc. | 1,099,733 | $42.2M | 0.00% | +78,615+7.7% | Added |
| FMR LLC | 2,380,839 | $91.3M | 0.00% | +1,693+0.1% | Added |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −68,293−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −25,479−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,780−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −7,197−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,180−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,051−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,819−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −6,379−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| Commonwealth Financial Services, LLC | 0 | $0 | 0.00% | −5,332−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −4,887−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −4,779−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,665−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −4,382−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |