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 | $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, 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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 5,514 | $211.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,418 | $207.7K | 0.00% | +2,607+92.7% | Added |
| SG Americas Securities, LLC | 4,657 | $179.0K | 0.00% | +818+21.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,910 | $149.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,466 | $133.0K | 0.00% | +424+13.9% | Added |
| Barclays PLC | 2,333 | $89.4K | 0.00% | −755−24.4% | Reduced |
| State of Wyoming | 1,745 | $66.9K | 0.01% | +1,745 | New |
| Palouse Capital Management, Inc. | 1,649 | $63.2K | 0.04% | −115−6.5% | Reduced |
| Legal & General Group Plc | 1,403 | $53.8K | 0.00% | +134+10.6% | Added |
| Nisa Investment Advisors, LLC | 1,204 | $46.2K | 0.00% | +1,000+490.2% | Added |
| Ameritas Investment Partners, Inc. | 1,187 | $45.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,000 | $38.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 960 | $36.8K | 0.00% | −166−14.7% | Reduced |
| UBS Asset Management Americas Inc | 897 | $34.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 845 | $32.4K | 0.00% | −96−10.2% | Reduced |
| State of Alaska, Department of Revenue | 834 | $31.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 688 | $26.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 462 | $17.7K | 0.00% | +421+1,026.8% | Added |
| Jones Financial Companies LLLP | 421 | $16.5K | 0.00% | −82−16.3% | Reduced |
| Larson Financial Group LLC | 379 | $14.5K | 0.00% | −64−14.4% | Reduced |
| Public Employees Retirement System of Ohio | 351 | $13.5K | 0.00% | +26+8.0% | Added |
| The PNC Financial Services Group, Inc. | 347 | $13.3K | 0.00% | −437−55.7% | Reduced |
| Rockefeller Capital Management L.P. | 320 | $12.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $11.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 283 | $10.8K | 0.00% | +10+3.7% | Added |
| GWM Advisors LLC | 270 | $10.4K | 0.00% | +151+126.9% | Added |
| GW&K Investment Management, LLC | 250 | $10.0K | 0.00% | +250 | New |
| US Bancorp | 250 | $9.59K | 0.00% | +242+3,025.0% | Added |
| Salem Investment Counselors Inc | 248 | $9.51K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 245 | $9.39K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 242 | $9.28K | 0.00% | −516−68.1% | Reduced |
| California State Teachers Retirement System | 197 | $7.55K | 0.00% | −572−74.4% | Reduced |
| Smartleaf Asset Management LLC | 186 | $7.18K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 174 | $7.00K | 0.00% | +8+4.8% | Added |
| SBI Securities Co., Ltd. | 175 | $6.71K | 0.00% | +170+3,400.0% | Added |
| Versant Capital Management, Inc | 170 | $6.52K | 0.00% | −92−35.1% | Reduced |
| Quarry LP | 150 | $5.75K | 0.00% | +150 | New |
| GAMMA Investing LLC | 117 | $4.49K | 0.00% | +34+41.0% | Added |
| Global Retirement Partners, LLC | 117 | $4.49K | 0.00% | +117 | New |
| Sterling Capital Management LLC | 103 | $3.95K | 0.00% | +11+12.0% | Added |
| Clearstead Advisors, LLC | 84 | $3.22K | 0.00% | +84 | New |
| 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 |
| Farther Finance Advisors, LLC | 66 | $2.53K | 0.00% | −4−5.7% | Reduced |
| Kilter Group LLC | 53 | $2.03K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34 | $1.30K | 0.00% | −7−17.1% | Reduced |
| Fifth Third Bancorp | 32 | $1.23K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 32 | $1.21K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 31 | $1.19K | 0.00% | +6+24.0% | Added |
| Zions Bancorporation, National Association | 30 | $1.15K | 0.00% | +30 | New |
| Allworth Financial LP | 20 | $767 | 0.00% | −1−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 20 | $767 | 0.00% | +20 | New |
| Rothschild Investment LLC | 11 | $422 | 0.00% | −5−31.3% | Reduced |
| Essential Partners LLC | 10 | $383 | 0.00% | +5+100.0% | Added |
| Aventura Private Wealth, LLC | 4 | $153 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $38 | 0.00% | +1 | New |
| 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 |