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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.

Holders of 5% or more of CSV

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Carriage Services Inc, largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of CSV
HolderLatest formStakeChangeFirst filedLatest filingFiling
FMR LLC13G/A14.10%2.21M shares+2.00 ppfrom 12.10%Mar 7, 20252 filingsMay 12, 2025SEC
Vineyard Capital Partners, L.L.C.13G6.40%1.01M shares+6.10 ppfrom 0.30%Aug 7, 20244 filingsOct 21, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

32 Schedule 13D and 13G filings on Carriage Services Inc, newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on CSV
Filed (ET)FilerFormStakeChangeEvent dateFiling
Oct 21, 20263:19 PM ETVineyard Capital Partners, L.L.C.and 1 other13G6.40%1.01M shares+6.10 ppfrom 0.30%Oct 19, 2026SEC
Aug 12, 20262:58 PM ETVineyard Capital Partners, L.L.C.13G/A0.30%41.8K shares−6.80 ppfrom 7.10%Below 5%Feb 13, 2026SEC
Mar 26, 20264:44 PM ETVanguard Group Inc13G/A0.00%0 shares–Below 5%Mar 13, 2026SEC
Feb 12, 20264:01 PM ETVineyard Capital Partners, L.L.C.13G7.10%1.10M shares–Dec 31, 2025SEC
May 15, 202511:04 AM ETAmeriprise Financial Incand 8 others13G/A2.70%424.3K shares–Below 5%Mar 31, 2025SEC
May 12, 202510:28 AM ETFMR LLCand 1 other13G/A14.10%2.21M shares+2.00 ppfrom 12.10%Mar 31, 2025SEC
Mar 7, 20259:59 AM ETFMR LLCand 1 other13G12.10%1.84M sharesNewFeb 28, 2025SEC
Sep 10, 2024Ameriprise Financial Inc13G/AOld format–––SEC
Aug 7, 2024Vineyard Capital Partners, L.L.C.13GOld format–New–SEC
Feb 14, 2024Ameriprise Financial Inc13G/AOld format–––SEC
Feb 13, 2024Vanguard Group Inc13G/AOld format–––SEC
Feb 13, 2024Renaissance Technologies LLC13G/AOld format–––SEC
Feb 9, 2024Dimensional Fund Advisors LP13G/AOld format–––SEC
Jan 26, 20244:23 PM ETBlackRock Inc.13G/AOld format–––SEC
Feb 14, 2023Ameriprise Financial Inc13G/AOld format–––SEC
Feb 13, 2023Renaissance Technologies LLC13G/AOld format–––SEC
Feb 10, 2023Global Alpha Capital Management Ltd.13G/AOld format–––SEC
Feb 10, 2023Dimensional Fund Advisors LP13G/AOld format–––SEC
Feb 9, 2023Vanguard Group Inc13G/AOld format–––SEC
Jan 31, 20235:52 PM ETBlackRock Inc.13G/AOld format–––SEC
Feb 14, 2022Ameriprise Financial Inc13G/AOld format–––SEC
Feb 11, 2022Renaissance Technologies LLC13G/AOld format–––SEC
Feb 10, 2022Global Alpha Capital Management Ltd.13G/AOld format–––SEC
Feb 9, 2022Vanguard Group Inc13G/AOld format–––SEC
Feb 8, 2022Dimensional Fund Advisors LP13G/AOld format–––SEC
Feb 1, 20225:08 PM ETBlackRock Inc.13G/AOld format–––SEC
Feb 12, 2021Ameriprise Financial Inc13GOld format–New–SEC
Feb 12, 2021Dimensional Fund Advisors LP13G/AOld format–––SEC
Feb 11, 2021Renaissance Technologies LLC13G/AOld format–––SEC
Feb 10, 2021Global Alpha Capital Management Ltd.13GOld format–New–SEC
Feb 10, 2021Vanguard Group Inc13GOld format–New–SEC
Jan 28, 20215:56 PM ETBlackRock Inc.13G/AOld format–––SEC

Form 144: proposed insider sales

22 notices from officers, directors and other affiliates planning to sell Carriage Services Inc shares, newest first.

Form 144 notices for CSV
Filed (ET)SellerShares to sellMarket valuePlanned saleBrokerFiling
Oct 7, 20254:26 PM ETCarlos QuezadaEXECUTIVE4.25K$196.1KOct 7, 202510b5-1MERRILL PRIVATE WEALTHSEC
Aug 27, 20254:30 PM ETShane Thomas PudenzOfficer13.0K$577.9KAug 27, 2025Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC
Aug 7, 20254:26 PM ETQuezada Carlos R.Officer4.25K$200.9KAug 7, 202510b5-1Merrill Private WealthSEC
Jul 7, 202511:00 AM ETMetzger Steven DOfficer348$16.3KJul 7, 202510b5-1MERRILL PRIVATE WEALTHSEC
Jun 9, 20252:01 PM ETMetzger Steven DOfficer1.65K$74.0KJun 9, 202510b5-1Merrill Private WealthSEC
May 7, 20251:51 PM ETMetzger Steven DOfficer3.00K$121.5KMay 7, 202510b5-1Merrill Private WealthSEC
May 7, 20251:33 PM ETQuezada Carlos R.Officer4.36K$176.6KMay 7, 202510b5-1Merrill Private WealthSEC
Apr 29, 202512:42 PM ETQuezada Carlos R.Officer958$38.3KApr 29, 202510b5-1MERRILL PRIVATE WEALTHSEC
Apr 28, 20254:44 PM ETQuezada Carlos R.Officer2.18K$87.2KApr 28, 202510b5-1MERRILL PRIVATE WEALTHSEC
Apr 28, 20254:29 PM ETMetzger Steven DOfficer2.49K$99.7KApr 28, 202510b5-1MERRILL PRIVATE WEALTHSEC
Apr 23, 20255:56 PM ETQuezada Carlos R.Officer1.36K$54.5KApr 23, 202510b5-1Merrill Private WealthSEC
Apr 23, 20254:43 PM ETMetzger Steven DOfficer3.51K$140.3KApr 23, 202510b5-1MERRILL PRIVATE WEALTHSEC
Nov 21, 20245:06 PM ETPhillips Shawn ROfficer5.03K$195.1KNov 21, 2024MORGAN STANLEY SMITH BARNEY LLC EXECUTIVE SERVICESSEC
Nov 5, 20244:56 PM ETElliott Paul DonaldOfficer5.00K$188.9KNov 5, 2024Morgan Stanley Smith Barney LLC Executive ServicesSEC
Aug 13, 20245:18 PM ETShawn R. PhillipsSr. VP& Regional Partner7.82K$234.8KAug 13, 2024Jones Trading Institutional ServicesSEC
Aug 12, 20247:53 PM ETShawn R. PhillipsSr. VP & Regional Partner7.10K$213.1KAug 12, 2024Jones Trading Institutional ServicesSEC
Aug 9, 20246:26 PM ETShawn R. PhillipsSr. VP & Regional Partner5.00K$148.6KAug 9, 2024Jones Trading Institutional ServicesSEC
Jun 13, 20245:42 PM ETGranmayeh Lance KianOfficer3.28K$96.2KJun 13, 2024Morgan Stanley Smith Barney LLC Executive ServicesSEC
May 9, 20247:15 PM ETShawn R. PhillipsSr. VP & Regional Partner10.6K$276.5KMay 9, 2024Jones Trading Institutional ServicesSEC
May 8, 20247:17 PM ETShawn R. PhillipsSr. VP & Regional Partner10.6K$270.9KMay 8, 2024Jones Trading Institutional ServicesSEC
Mar 20, 20245:49 PM ETPaul D. ElliotOther - SVP & Regional Partner6.50K$168.2KMar 20, 2024Raymond James & Associates, Inc.SEC
Jun 13, 20236:26 PM ETMelvin C. PayneOfficer50.0K$1.37MJun 13, 202310b5-1Raymond James & Associates, Inc.SEC