Carriage ServicesCSV
13F holders, Q1 2024 (March 31)129holders
6famous investors
$27.04avg. 13F price*
At the end of Q1 2024, 129 institutions reported holding Carriage Services Inc. (CSV) in their 13F filings. The largest holders were Ameriprise Financial Inc. ($35.6M), BlackRock Inc. ($28.5M) and Vanguard Group Inc. ($23.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Carriage Services Inc.
- CUSIP
- 143905107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $6.9M |
| Exits | 9 | $2.9M |
Ownership 129 holders
| Ameriprise Financial Inc. | 0.01% | Reduce -0.5% | 1,318,363 | $35.6M |
| BlackRock Inc. | 0.00% | Reduce -0.6% | 1,054,907 | $28.5M |
| Vanguard Group Inc. | 0.00% | Reduce -2.6% | 876,023 | $23.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.2% | 714,228 | $19.3M |
| Renaissance Technologies | 0.02% | Reduce -4.1% | 569,800 | $15.4M |
| LSV Asset Management | 0.03% | Reduce -7.2% | 465,993 | $12.6M |
| Heartland Advisors Inc. | 0.49% | Add +7.3% | 342,500 | $9.3M |
| State Street Corp. | 0.00% | Add +0.1% | 317,998 | $8.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 289,743 | $7.8M |
| Morgan Stanley | 0.00% | Reduce -12.1% | 241,042 | $6.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.0% | 225,540 | $6.1M |
| Harbert Fund Advisors, LLC | 3.88% | No change | 208,497 | $5.6M |
| Boston Partners | 0.01% | Reduce -7.3% | 163,031 | $4.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -15.6% | 155,075 | $4.2M |
| Millennium Management | 0.00% | Reduce -25.1% | 153,210 | $4.1M |
| RBF Capital, LLC | 0.22% | No change | 143,430 | $3.9M |
| Nicholas Company, Inc. | 0.06% | No change | 133,200 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 127,664 | $3.5M |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 120,101 | $3.2M |
| Kennedy Capital Management LLC | 0.06% | Reduce -1.5% | 112,869 | $3.1M |
| Bard Associates Inc. | 1.10% | Reduce -0.5% | 112,561 | $3.0M |
| Regions Financial Corp. | 0.02% | No change | 103,291 | $2.8M |
| Repertoire Partners LP | 5.29% | Add +5.1% | 93,157 | $2.5M |
| Two Sigma Advisers, LP | 0.01% | Add +14.8% | 89,100 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +741.8% | 87,879 | $2.4M |
| Two Sigma Investments, LP | 0.01% | Add +11.3% | 86,357 | $2.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -25.6% | 78,422 | $2.1M |
| Assenagon Asset Management S.A. | 0.01% | Add +22.5% | 76,180 | $2.1M |
| JB Capital Partners LP | 0.36% | No change | 71,007 | $1.9M |
| Mendel Money Management | 0.75% | Reduce -12.5% | 60,034 | $1.6M |
| Hillsdale Investment Management Inc. | 0.12% | New | 56,086 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 53,907 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -56.3% | 53,649 | $1.5M |
| Gsa Capital Partners LLP | 0.11% | Add +202.9% | 51,023 | $1.4M |
| Invesco Ltd. | 0.00% | Add +83.3% | 49,765 | $1.3M |
| Bank of America Corp. | 0.00% | Add +68.7% | 45,926 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -13.0% | 43,960 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +18.7% | 42,368 | $1.1M |
| Tudor Investment Corporation | 0.01% | Add +60.1% | 41,629 | $1.1M |
| UBS Group AG | 0.00% | Reduce -31.5% | 38,490 | $1.0M |
| First Trust Advisors LP | 0.00% | Add +3.1% | 37,782 | $1.0M |
| Marshall Wace, LLP | 0.00% | Reduce -7.9% | 37,289 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 36,059 | $975K |
| Mill Road Capital Management LLC | 0.39% | Reduce -81.7% | 32,900 | $890K |
| Alberta Investment Management Corp | 0.01% | No change | 32,200 | $871K |
| Swiss National Bank | 0.00% | No change | 26,571 | $718K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +30.6% | 23,623 | $639K |
| Goldman Sachs Group Inc. | 0.00% | Add +163.3% | 23,267 | $629K |
| Trexquant Investment LP | 0.01% | New | 23,234 | $628K |
| HRT Financial LP | 0.00% | Add +47.7% | 22,860 | $618K |
| Algert Global LLC | 0.02% | Add +23.5% | 21,948 | $593K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.2% | 21,699 | $587K |
| Rhumbline Advisers | 0.00% | Reduce -1.5% | 19,139 | $518K |
| Credit Suisse AG/ | 0.00% | Reduce -9.3% | 18,849 | $510K |
| Deerfield Management Company, L.P. | 0.01% | Add +57.1% | 17,979 | $486K |
| Values First Advisors, Inc. | 0.28% | Add +1.9% | 17,412 | $471K |
| Linden Thomas Advisory Services, LLC | 0.07% | Add +80.8% | 17,134 | $463K |
| D. E. Shaw & Co. | 0.00% | Add +34.7% | 16,915 | $457K |
| Sanders Morris Harris LLC | 0.08% | New | 16,790 | $454K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 16,059 | $434K |
| American Century Companies Inc. | 0.00% | Add +39.4% | 15,510 | $419K |
| Legal & General Group Plc | 0.00% | Add +7.3% | 15,465 | $418K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -19.4% | 15,033 | $406K |
| PEAK6 Investments LLC | 0.02% | New | 14,746 | $399K |
| Brown Advisory Inc. | 0.00% | No change | 14,600 | $395K |
| Nebula Research & Development LLC | 0.08% | Add +8.3% | 14,015 | $379K |
| AQR Capital Management | 0.00% | Reduce -31.1% | 13,855 | $375K |
| Barclays PLC | 0.00% | Reduce -34.9% | 13,719 | $371K |
| California State Teachers Retirement System | 0.00% | Reduce -5.3% | 13,464 | $364K |
| New York Life Investment Management LLC | 0.00% | Add +17.7% | 13,426 | $363K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.8% | 12,815 | $347K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +5.3% | 12,470 | $337K |
| DC Investments Management, LLC | 0.26% | No change | 11,392 | $308K |
| Teacher Retirement System of Texas | 0.00% | New | 11,065 | $299K |
| Voya Investment Management LLC | 0.00% | New | 11,033 | $298K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +35.0% | 10,995 | $297K |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.7% | 10,475 | $284K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.5% | 10,286 | $278K |
| Semanteon Capital Management, LP | 0.17% | New | 9,660 | $261K |
| Alliancebernstein L.P. | 0.00% | Reduce -2.8% | 9,650 | $261K |
| State of Wisconsin Investment Board | 0.00% | Reduce -62.4% | 9,643 | $261K |
| HSBC Holdings PLC | 0.00% | New | 9,514 | $257K |
| Jump Financial, LLC | 0.01% | Reduce -32.3% | 9,400 | $254K |
| Centiva Capital, LP | 0.02% | New | 9,309 | $252K |
| Inceptionr LLC | 0.06% | New | 8,392 | $227K |
| AlphaQuest LLC | 0.04% | New | 8,228 | $222K |
| Deutsche Bank AG | 0.00% | Reduce -10.6% | 8,046 | $218K |
| TSA Wealth Managment LLC | 0.09% | New | 7,607 | $206K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 6,610 | $179K |
| MetLife Investment Management, LLC | 0.00% | No change | 6,388 | $173K |
| EMC Capital Management | 0.10% | New | 6,227 | $168K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 5,512 | $149K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.7% | 5,232 | $141K |
| Wells Fargo & Company | 0.00% | Add +5.5% | 4,044 | $109K |
| Palouse Capital Management, Inc. | 0.07% | New | 3,932 | $106K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 3,907 | $106K |
| Quantbot Technologies LP | 0.01% | New | 3,361 | $91K |
| Citigroup Inc. | 0.00% | Add +53.8% | 3,127 | $85K |
| Aquatic Capital Management LLC | 0.00% | Add +2700.0% | 2,800 | $76K |
| Creekmur Asset Management LLC | 0.01% | Reduce -77.1% | 1,406 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,188 | $32K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 1,004 | $27K |
| FinTrust Capital Advisors, LLC | 0.01% | New | 1,000 | $27K |
| Huntington National Bank | 0.00% | No change | 1,000 | $27K |
| Simplex Trading, LLC | 0.00% | Reduce -69.5% | 925 | $25K |
| Metropolitan Life Insurance Co | 0.00% | No change | 920 | $25K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 782 | $21K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 745 | $20K |
| Quadrant Capital Group LLC | 0.00% | Add +99.3% | 616 | $17K |
| Whittier Trust Co. | 0.00% | No change | 600 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 600 | $16K |
| Public Employees Retirement System of Ohio | 0.00% | Add +6.8% | 455 | $12K |
| Amalgamated Bank | 0.00% | Reduce -76.1% | 455 | $12K |
| FMR LLC | 0.00% | Add +101.5% | 411 | $11K |
| Towne Trust Company, N.A | 0.00% | New | 300 | $8K |
| IFP Advisors, Inc | 0.00% | No change | 270 | $7K |
| Point72 (DIFC) Ltd | 0.00% | — | 261 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 248 | $7K |
| nVerses Capital, LLC | 0.01% | New | 200 | $5K |
| Cwm, LLC | 0.00% | No change | 202 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.1% | 144 | $4K |
| Perritt Capital Management Inc | 0.00% | No change | 100 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 100 | $3K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 31 | $834 |
| Nisa Investment Advisors, LLC | 0.00% | No change | 21 | $568 |
| Farther Finance Advisors, LLC | 0.00% | No change | 20 | $530 |
| PNC Financial Services Group, Inc. | 0.00% | No change | 13 | $352 |
| Parallel Advisors, LLC | 0.00% | Reduce -99.5% | 8 | $216 |
| Avior Wealth Management, LLC | 0.00% | New | 3 | $81 |
"% of holder's portfolio" is CSV's weight in each manager's 13F, not the share of Carriage Services Inc. the manager owns.