Carriage ServicesCSV
13F holders, Q4 2024 (December 31)153holders +9
18new positions
13sold out
5famous investors
$39.86avg. 13F price*
At the end of Q4 2024, 153 institutions reported holding Carriage Services Inc. (CSV) in their 13F filings, up 9 from Q3 2024. 18 opened new positions and 13 sold out. The largest holders were Ameriprise Financial Inc. ($60.4M), BlackRock, Inc. ($39.1M) and Vanguard Group Inc. ($36.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Carriage Services Inc.
- CUSIP
- 143905107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $11.4M |
| Exits | 13 | $10.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,102,140 shares bought and 706,120 shares sold, net +396,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Ameriprise Financial Inc. | 0.02% | Reduce -7.8% | 1,514,613 | $60.4M |
| BlackRock, Inc. | 0.00% | Add +0.4% | 982,346 | $39.1M |
| Vanguard Group Inc. | 0.00% | Reduce -1.5% | 917,274 | $36.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.3% | 734,828 | $29.3M |
| LSV Asset Management | 0.05% | Add +12.4% | 590,917 | $23.5M |
| Renaissance Technologies | 0.03% | Reduce -3.6% | 537,800 | $21.4M |
| FMR LLC | 0.00% | Add +48981.0% | 418,170 | $16.7M |
| Heartland Advisors Inc. | 0.72% | Reduce -3.5% | 333,600 | $13.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 315,936 | $12.6M |
| State Street Corp. | 0.00% | Add +3.9% | 299,311 | $11.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +16.9% | 237,228 | $9.5M |
| Morgan Stanley | 0.00% | Add +7.6% | 193,779 | $7.7M |
| Boston Partners | 0.01% | Add +0.1% | 190,724 | $7.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +14.2% | 149,949 | $6.0M |
| RBF Capital, LLC | 0.30% | No change | 143,430 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +20.3% | 142,989 | $5.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -18.0% | 138,663 | $5.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.0% | 135,579 | $5.4M |
| Nicholas Company, Inc. | 0.09% | No change | 133,200 | $5.3M |
| De Lisle Partners LLP | 0.73% | New | 124,071 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.4% | 119,558 | $4.8M |
| Two Sigma Advisers, LP | 0.01% | Add +15.0% | 115,100 | $4.6M |
| Northern Trust Corp. | 0.00% | Add +3.9% | 114,409 | $4.6M |
| Bard Associates Inc. | 1.51% | Reduce -0.5% | 111,351 | $4.4M |
| Kennedy Capital Management LLC | 0.10% | Reduce -2.6% | 108,010 | $4.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 89,477 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -8.2% | 84,327 | $3.4M |
| Praetorian PR LLC | 1.33% | No change | 80,000 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.4% | 77,688 | $3.1M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -5.9% | 77,349 | $3.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +89.4% | 72,961 | $2.9M |
| Regions Financial Corp. | 0.02% | Add +12.4% | 71,744 | $2.9M |
| JB Capital Partners LP | 0.54% | No change | 71,007 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.3% | 64,442 | $2.6M |
| LPL Financial LLC | 0.00% | Add +5.2% | 61,700 | $2.5M |
| Hillsdale Investment Management Inc. | 0.12% | Add +1.3% | 61,486 | $2.5M |
| Mendel Money Management | 1.07% | Reduce -6.3% | 60,361 | $2.4M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.13% | New | 57,020 | $2.3M |
| Manatuck Hill Partners, LLC | 0.90% | Add +22.2% | 55,000 | $2.2M |
| NFJ Investment Group, LLC | 0.07% | Reduce -1.2% | 53,688 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.4% | 51,996 | $2.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +92.0% | 50,642 | $2.0M |
| Marshall Wace, LLP | 0.00% | Add +27.3% | 44,151 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -10.0% | 40,358 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -35.8% | 39,086 | $1.6M |
| Bank of America Corp. | 0.00% | Add +16.6% | 37,250 | $1.5M |
| Alberta Investment Management Corp | 0.01% | Add +8.4% | 34,900 | $1.4M |
| AXA S.A. | 0.00% | No change | 34,719 | $1.4M |
| Rhumbline Advisers | 0.00% | Add +60.8% | 32,226 | $1.3M |
| Invesco Ltd. | 0.00% | Add +4.8% | 31,839 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | New | 27,899 | $1.2M |
| Linden Thomas Advisory Services, LLC | 0.14% | Add +22.9% | 27,357 | $1.1M |
| HRT Financial LP | 0.01% | Add +32.6% | 26,313 | $1.0M |
| American Century Companies Inc. | 0.00% | Add +13.2% | 24,892 | $992K |
| AQR Capital Management | 0.00% | Reduce -10.3% | 21,602 | $861K |
| Penn Mutual Asset Management | 2.22% | Add +62.9% | 21,500 | $857K |
| Parvin Asset Management, LLC | 0.92% | — | 21,475 | $856K |
| Barclays PLC | 0.00% | Add +4.6% | 21,370 | $852K |
| Inspire Investing, LLC | 0.09% | New | 20,604 | $821K |
| Gsa Capital Partners LLP | 0.06% | Add +91.6% | 19,381 | $772K |
| Values First Advisors, Inc. | 0.38% | Add +1.6% | 17,498 | $697K |
| Group One Trading LLC | 0.02% | Add +164.0% | 17,424 | $694K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.1% | 17,027 | $679K |
| Man Group plc | 0.00% | Add +36.5% | 15,114 | $602K |
| Brown Advisory Inc. | 0.00% | Reduce -6.8% | 13,600 | $542K |
| Millennium Management | 0.00% | Reduce -58.5% | 13,600 | $542K |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 13,550 | $540K |
| Citigroup Inc. | 0.00% | Reduce -10.0% | 12,886 | $514K |
| XTX Topco Ltd | 0.04% | Add +39.6% | 12,655 | $504K |
| UBS Group AG | 0.00% | Reduce -27.8% | 12,125 | $483K |
| Algert Global LLC | 0.01% | Reduce -12.9% | 12,114 | $483K |
| Simplex Trading, LLC | 0.01% | Reduce -68.0% | 11,885 | $473K |
| State of Wisconsin Investment Board | 0.00% | Add +50.6% | 11,605 | $462K |
| Voya Investment Management LLC | 0.00% | Reduce -3.5% | 10,934 | $436K |
| Deutsche Bank AG | 0.00% | No change | 9,892 | $394K |
| Point72 Asset Management | 0.00% | Add +94.6% | 9,142 | $364K |
| Integrated Quantitative Investments LLC | 0.18% | — | 8,896 | $355K |
| Nebula Research & Development LLC | 0.04% | Reduce -8.1% | 8,833 | $352K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.9% | 8,723 | $348K |
| Franklin Resources Inc. | 0.00% | New | 8,582 | $342K |
| Versor Investments LP | 0.06% | Add +6.3% | 8,387 | $334K |
| Zacks Investment Management | 0.00% | Reduce -12.8% | 8,280 | $330K |
| MetLife Investment Management, LLC | 0.00% | Add +3.1% | 8,223 | $328K |
| Jump Financial, LLC | 0.01% | Add +7.9% | 8,200 | $327K |
| Wells Fargo & Company | 0.00% | Add +61.2% | 8,084 | $322K |
| Occudo Quantitative Strategies LP | 0.06% | Reduce -11.8% | 8,046 | $321K |
| SG Americas Securities, LLC | 0.00% | Add +27.5% | 8,042 | $320K |
| AlphaQuest LLC | 0.04% | Reduce -23.1% | 7,820 | $312K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.0% | 7,778 | $310K |
| Magnetar Financial LLC | 0.01% | New | 7,733 | $308K |
| Principal Financial Group Inc. | 0.00% | Add +8.8% | 7,700 | $307K |
| Engineers Gate Manager LP | 0.01% | Add +23.0% | 7,665 | $305K |
| TSA Wealth Managment LLC | 0.12% | No change | 7,607 | $303K |
| Squarepoint Ops LLC | 0.00% | New | 7,081 | $282K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 6,791 | $271K |
| Cerity Partners LLC | 0.00% | New | 6,448 | $256K |
| EMC Capital Management | 0.14% | Add +29.5% | 6,227 | $248K |
| Hohimer Wealth Management, LLC | 0.05% | New | 6,201 | $247K |
| Quadrature Capital Ltd | 0.01% | New | 6,183 | $247K |
| Mariner, LLC | 0.00% | Reduce -9.3% | 6,060 | $241K |
"% of holder's portfolio" is CSV's weight in each manager's 13F, not the share of Carriage Services Inc. the manager owns.