Carriage ServicesCSV
13F holders, Q3 2024 (September 30)144holders +11
24new positions
14sold out
6famous investors
$32.84avg. 13F price*
At the end of Q3 2024, 144 institutions reported holding Carriage Services Inc. (CSV) in their 13F filings, up 11 from Q2 2024. 24 opened new positions and 14 sold out. The largest holders were Ameriprise Financial Inc. ($53.9M), BlackRock, Inc. ($32.1M) and Vanguard Group Inc. ($30.6M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Carriage Services Inc.
- CUSIP
- 143905107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $11.5M |
| Exits | 14 | $4.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,262,896 shares bought and 830,718 shares sold, net +432,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| Ameriprise Financial Inc. | 0.01% | Add +23.8% | 1,642,979 | $53.9M |
| BlackRock, Inc. | 0.00% | — | 978,449 | $32.1M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 931,512 | $30.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.0% | 725,748 | $23.8M |
| Renaissance Technologies | 0.03% | Reduce -9.5% | 558,100 | $18.3M |
| LSV Asset Management | 0.04% | Add +12.8% | 525,559 | $17.3M |
| Heartland Advisors Inc. | 0.59% | Reduce -5.4% | 345,550 | $11.3M |
| Geode Capital Management, LLC | 0.00% | Add +4.3% | 314,864 | $10.3M |
| State Street Corp. | 0.00% | Add +0.2% | 287,960 | $9.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +174.7% | 202,886 | $6.7M |
| Boston Partners | 0.01% | Reduce -1.9% | 190,550 | $6.3M |
| Morgan Stanley | 0.00% | Add +114.1% | 180,064 | $5.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -16.0% | 169,163 | $5.6M |
| RBF Capital, LLC | 0.24% | Reduce -3.0% | 143,430 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 134,914 | $4.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.2% | 134,278 | $4.4M |
| Nicholas Company, Inc. | 0.07% | No change | 133,200 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 131,288 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +94.7% | 118,891 | $3.9M |
| Bard Associates Inc. | 1.25% | No change | 111,861 | $3.7M |
| Kennedy Capital Management LLC | 0.08% | Reduce -1.3% | 110,881 | $3.6M |
| Northern Trust Corp. | 0.00% | Add +1.6% | 110,165 | $3.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -54.7% | 104,072 | $3.4M |
| Two Sigma Advisers, LP | 0.01% | Add +15.5% | 100,100 | $3.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -0.4% | 91,828 | $3.0M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +6.3% | 82,238 | $2.7M |
| Praetorian PR LLC | 1.06% | Add +15.2% | 80,000 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.9% | 75,199 | $2.5M |
| JB Capital Partners LP | 0.45% | No change | 71,007 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +50.9% | 65,585 | $2.2M |
| Kingsview Wealth Management, LLC | 0.05% | New | 65,526 | $2.2M |
| Mendel Money Management | 0.91% | Add +2.6% | 64,448 | $2.1M |
| Regions Financial Corp. | 0.02% | Reduce -23.8% | 63,824 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -49.3% | 60,920 | $2.0M |
| Hillsdale Investment Management Inc. | 0.15% | Reduce -0.8% | 60,686 | $2.0M |
| LPL Financial LLC | 0.00% | Add +8.1% | 58,670 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +95.0% | 54,979 | $1.8M |
| NFJ Investment Group, LLC | 0.05% | New | 54,347 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +9.0% | 49,481 | $1.6M |
| Manatuck Hill Partners, LLC | 0.56% | Add +50.0% | 45,000 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +18.3% | 44,862 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +33.2% | 38,525 | $1.3M |
| PEAK6 Investments LLC | 0.06% | Reduce -14.6% | 37,174 | $1.2M |
| Simplex Trading, LLC | 0.04% | Add +32.3% | 37,143 | $1.2M |
| AXA S.A. | 0.00% | No change | 34,719 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -9.7% | 34,690 | $1.1M |
| Millennium Management | 0.00% | Reduce -50.2% | 32,770 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.8% | 32,207 | $1.1M |
| Alberta Investment Management Corp | 0.01% | No change | 32,200 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -28.5% | 31,954 | $1.0M |
| Invesco Ltd. | 0.00% | Reduce -37.9% | 30,370 | $997K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +141.0% | 26,379 | $866K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -28.4% | 26,180 | $859K |
| AQR Capital Management | 0.00% | Add +59.1% | 24,076 | $790K |
| Tudor Investment Corporation | 0.01% | Reduce -56.0% | 23,146 | $760K |
| Linden Thomas Advisory Services, LLC | 0.10% | Add +18.0% | 22,264 | $731K |
| American Century Companies Inc. | 0.00% | Add +21.4% | 21,992 | $722K |
| Barclays PLC | 0.00% | Add +228.6% | 20,433 | $671K |
| Rhumbline Advisers | 0.00% | Reduce -3.4% | 20,046 | $658K |
| Maven Securities LTD | 0.07% | Add +34.9% | 20,000 | $657K |
| HRT Financial LP | 0.00% | Reduce -66.5% | 19,847 | $651K |
| Values First Advisors, Inc. | 0.31% | Reduce -1.2% | 17,228 | $566K |
| UBS Group AG | 0.00% | Reduce -59.4% | 16,792 | $551K |
| Wolverine Trading, LLC | 0.01% | Reduce -39.2% | 15,419 | $506K |
| Brown Advisory Inc. | 0.00% | No change | 14,600 | $479K |
| Citigroup Inc. | 0.00% | Add +266.4% | 14,321 | $470K |
| Algert Global LLC | 0.01% | Add +22.1% | 13,904 | $456K |
| Alliancebernstein L.P. | 0.00% | No change | 13,690 | $449K |
| Penn Mutual Asset Management | 1.24% | New | 13,200 | $433K |
| DC Investments Management, LLC | 0.26% | No change | 11,392 | $374K |
| Voya Investment Management LLC | 0.00% | Add +0.4% | 11,328 | $372K |
| Man Group plc | 0.00% | New | 11,069 | $363K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -14.7% | 10,482 | $344K |
| AlphaQuest LLC | 0.03% | Add +1.9% | 10,168 | $334K |
| Gsa Capital Partners LLP | 0.03% | Reduce -86.6% | 10,114 | $332K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.8% | 9,899 | $325K |
| Deutsche Bank AG | 0.00% | Add +38.3% | 9,892 | $325K |
| Nebula Research & Development LLC | 0.04% | Reduce -45.5% | 9,612 | $316K |
| Zacks Investment Management | 0.00% | New | 9,500 | $312K |
| Occudo Quantitative Strategies LP | 0.05% | Reduce -11.6% | 9,120 | $299K |
| XTX Topco Ltd | 0.02% | Add +17.3% | 9,064 | $298K |
| Balyasny Asset Management L.P. | 0.00% | New | 8,075 | $265K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.7% | 7,977 | $262K |
| Versor Investments LP | 0.04% | New | 7,887 | $259K |
| State of Wisconsin Investment Board | 0.00% | Reduce -19.9% | 7,705 | $253K |
| TSA Wealth Managment LLC | 0.10% | No change | 7,607 | $250K |
| Jump Financial, LLC | 0.01% | New | 7,600 | $250K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +16.0% | 7,552 | $248K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 7,304 | $240K |
| AJOVista, LLC | 1.02% | New | 7,296 | $240K |
| EMC Capital Management | 0.15% | Reduce -22.8% | 4,808 | $234K |
| Principal Financial Group Inc. | 0.00% | New | 7,076 | $232K |
| Aquatic Capital Management LLC | 0.01% | Add +14.8% | 7,000 | $230K |
| Royal Bank of Canada | 0.00% | Add +43.0% | 6,992 | $229K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +131.7% | 6,815 | $224K |
| Mariner, LLC | 0.00% | New | 6,680 | $219K |
| Group One Trading LLC | 0.01% | Reduce -9.8% | 6,599 | $217K |
| Inceptionr LLC | 0.05% | New | 6,375 | $209K |
| SG Americas Securities, LLC | 0.00% | New | 6,306 | $207K |
| Engineers Gate Manager LP | 0.00% | Reduce -28.0% | 6,232 | $205K |
| Verition Fund Management LLC | 0.00% | New | 6,224 | $204K |
| New York State Common Retirement Fund | 0.00% | No change | 5,514 | $181K |
| Perritt Capital Management Inc | 0.09% | Add +0.0% | 5,102 | $167K |
| Wells Fargo & Company | 0.00% | Add +5.1% | 5,015 | $165K |
| Point72 Asset Management | 0.00% | Add +1074.3% | 4,697 | $154K |
| Palouse Capital Management, Inc. | 0.08% | No change | 3,932 | $129K |
| Quantbot Technologies LP | 0.00% | Reduce -56.3% | 1,570 | $52K |
| Legal & General Group Plc | 0.00% | Reduce -3.7% | 1,367 | $45K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,188 | $39K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,000 | $33K |
| Huntington National Bank | 0.00% | No change | 1,000 | $33K |
| California State Teachers Retirement System | 0.00% | No change | 990 | $33K |
| Osaic Holdings, Inc. | 0.00% | Add +17.1% | 932 | $31K |
| FMR LLC | 0.00% | Add +46.6% | 852 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 600 | $20K |
| Whittier Trust Co. | 0.00% | No change | 600 | $20K |
| nVerses Capital, LLC | 0.01% | Reduce -61.5% | 500 | $16K |
| Cwm, LLC | 0.00% | Add +81.7% | 485 | $16K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.3% | 482 | $16K |
| Amalgamated Bank | 0.00% | No change | 455 | $15K |
| Towne Trust Company, N.A | 0.00% | No change | 300 | $10K |
| National Bank of Canada | 0.00% | No change | 275 | $9K |
| Quadrant Capital Group LLC | 0.00% | Add +8.4% | 272 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 270 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 248 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 181 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 141 | $5K |
| Venturi Wealth Management, LLC | 0.00% | New | 143 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 114 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 100 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 91 | $3K |
| GAMMA Investing LLC | 0.00% | Add +610.0% | 71 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 58 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Add +85.7% | 52 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 31 | $1K |
| Sterling Capital Management LLC | 0.00% | — | 21 | $689 |
| Farther Finance Advisors, LLC | 0.00% | No change | 20 | $657 |
| Allworth Financial LP | 0.00% | New | 18 | $591 |
| Lindbrook Capital, LLC | 0.00% | No change | 17 | $558 |
| Rothschild Investment LLC | 0.00% | New | 10 | $328 |
| Parallel Advisors, LLC | 0.00% | No change | 8 | $263 |
| True Wealth Design, LLC | 0.00% | New | 7 | $230 |
| Creekmur Asset Management LLC | 0.00% | Reduce -95.6% | 6 | $210 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2 | $66 |
"% of holder's portfolio" is CSV's weight in each manager's 13F, not the share of Carriage Services Inc. the manager owns.