Carriage ServicesCSV
13F holders, Q1 2025 (March 31)157holders +4
20new positions
16sold out
4famous investors
$38.75avg. 13F price*
At the end of Q1 2025, 157 institutions reported holding Carriage Services Inc. (CSV) in their 13F filings, up 4 from Q4 2024. 20 opened new positions and 16 sold out. The largest holders were FMR LLC ($85.7M), BlackRock, Inc. ($37.8M) and Vanguard Group Inc. ($36.5M). 4 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.9M |
| Exits | 16 | $8.8M |
All 13F filers, Q4 2024 → Q1 2025: 2,543,996 shares bought and 1,906,784 shares sold, net +637,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| FMR LLC | 0.01% | Add +428.9% | 2,211,892 | $85.7M |
| BlackRock, Inc. | 0.00% | Reduce -0.8% | 974,450 | $37.8M |
| Vanguard Group Inc. | 0.00% | Add +2.6% | 941,412 | $36.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -9.5% | 665,256 | $25.8M |
| LSV Asset Management | 0.06% | Add +9.7% | 648,417 | $25.1M |
| Renaissance Technologies | 0.03% | Reduce -4.6% | 512,900 | $19.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -72.0% | 424,349 | $16.4M |
| Geode Capital Management, LLC | 0.00% | Add +5.1% | 332,161 | $12.9M |
| State Street Corp. | 0.00% | Reduce -1.1% | 296,093 | $11.5M |
| Heartland Advisors Inc. | 0.61% | Reduce -18.0% | 273,491 | $10.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -5.0% | 225,314 | $8.7M |
| Boston Partners | 0.01% | Reduce -1.1% | 188,525 | $7.3M |
| De Lisle Partners LLP | 1.19% | Add +48.4% | 184,101 | $7.1M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 179,321 | $6.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +12.1% | 168,079 | $6.5M |
| Manatuck Hill Partners, LLC | 2.59% | Add +163.6% | 145,000 | $5.6M |
| RBF Capital, LLC | 0.35% | No change | 143,430 | $5.6M |
| LPL Financial LLC | 0.00% | Add +120.3% | 135,893 | $5.3M |
| Nicholas Company, Inc. | 0.09% | Add +0.1% | 133,265 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.8% | 118,951 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 115,393 | $4.5M |
| Bard Associates Inc. | 1.60% | Reduce -0.5% | 110,760 | $4.3M |
| Nuveen, LLC | 0.00% | — | 107,266 | $4.2M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 107,024 | $4.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -23.5% | 106,138 | $4.1M |
| Kennedy Capital Management LLC | 0.10% | Reduce -2.7% | 105,116 | $4.1M |
| Punch & Associates Investment Management, Inc. | 0.24% | New | 91,500 | $3.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | No change | 89,477 | $3.5M |
| Two Sigma Advisers, LP | 0.01% | Reduce -24.4% | 87,000 | $3.4M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.18% | Add +42.7% | 81,365 | $3.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +1.9% | 78,849 | $3.1M |
| Regions Financial Corp. | 0.02% | No change | 71,744 | $2.8M |
| JB Capital Partners LP | 0.58% | No change | 71,007 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -12.0% | 68,385 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.1% | 65,590 | $2.5M |
| Citadel Advisors | 0.00% | Add +54.9% | 60,527 | $2.3M |
| Mendel Money Management | 1.04% | Reduce -6.2% | 56,649 | $2.2M |
| NFJ Investment Group, LLC | 0.07% | No change | 53,688 | $2.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -43.6% | 47,567 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.7% | 42,773 | $1.7M |
| First Trust Advisors LP | 0.00% | Reduce -1.7% | 39,668 | $1.5M |
| Maven Securities LTD | 0.32% | New | 38,284 | $1.5M |
| Alberta Investment Management Corp | 0.01% | Add +7.2% | 37,400 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.3% | 35,922 | $1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -31.6% | 34,642 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +102.5% | 34,488 | $1.3M |
| Linden Thomas Advisory Services, LLC | 0.15% | Add +12.0% | 30,646 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -4.5% | 30,405 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +12.0% | 27,882 | $1.1M |
| Credit Agricole S A | 0.00% | New | 27,169 | $1.1M |
| Penn Mutual Asset Management | 2.41% | Add +14.4% | 24,595 | $953K |
| Bank of America Corp. | 0.00% | Reduce -38.9% | 22,767 | $882K |
| Squarepoint Ops LLC | 0.00% | Add +216.0% | 22,374 | $867K |
| SG Americas Securities, LLC | 0.00% | Add +172.7% | 21,934 | $850K |
| Rhumbline Advisers | 0.00% | Reduce -37.3% | 20,202 | $783K |
| Marshall Wace, LLP | 0.00% | Reduce -55.9% | 19,456 | $754K |
| HRT Financial LP | 0.00% | Reduce -26.7% | 19,292 | $747K |
| Jane Street Group, LLC | 0.00% | New | 17,771 | $689K |
| AQR Capital Management | 0.00% | Reduce -19.0% | 17,503 | $678K |
| Parvin Asset Management, LLC | 0.76% | Reduce -18.6% | 17,475 | $677K |
| Values First Advisors, Inc. | 0.39% | Reduce -0.4% | 17,425 | $675K |
| Man Group plc | 0.00% | Add +7.2% | 16,200 | $628K |
| MQS Management LLC | 0.36% | New | 16,017 | $621K |
| Millennium Management | 0.00% | Add +14.3% | 15,543 | $602K |
| State of Wisconsin Investment Board | 0.00% | Add +32.9% | 15,420 | $598K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -45.5% | 15,216 | $590K |
| Navellier & Associates Inc. | 0.08% | New | 14,288 | $569K |
| Voya Investment Management LLC | 0.00% | Add +33.5% | 14,599 | $566K |
| Barclays PLC | 0.00% | Reduce -31.8% | 14,570 | $565K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 13,777 | $534K |
| Brown Advisory Inc. | 0.00% | No change | 13,600 | $527K |
| Wells Fargo & Company | 0.00% | Add +57.3% | 12,712 | $493K |
| Alliancebernstein L.P. | 0.00% | Reduce -6.3% | 12,690 | $492K |
| Citigroup Inc. | 0.00% | Reduce -6.9% | 12,000 | $465K |
| Prudential Financial Inc. | 0.00% | New | 10,915 | $423K |
| XTX Topco Ltd | 0.02% | Reduce -17.9% | 10,390 | $403K |
| Deutsche Bank AG | 0.00% | Reduce -1.8% | 9,711 | $376K |
| Wolverine Trading, LLC | 0.01% | New | 9,642 | $374K |
| UBS Group AG | 0.00% | Reduce -20.8% | 9,600 | $372K |
| Verition Fund Management LLC | 0.00% | New | 9,314 | $361K |
| Integrated Quantitative Investments LLC | 0.17% | Reduce -0.8% | 8,829 | $342K |
| Franklin Resources Inc. | 0.00% | No change | 8,582 | $333K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.7% | 8,575 | $332K |
| Trexquant Investment LP | 0.00% | New | 8,293 | $321K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.1% | 8,218 | $318K |
| Balyasny Asset Management L.P. | 0.00% | Add +42.1% | 8,186 | $317K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 8,090 | $313K |
| BayBridge Capital Group, LLC | 0.22% | New | 7,935 | $307K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 7,828 | $303K |
| Gsa Capital Partners LLP | 0.03% | Reduce -59.7% | 7,807 | $303K |
| Principal Financial Group Inc. | 0.00% | Add +0.6% | 7,746 | $300K |
| Mariner, LLC | 0.00% | Add +27.7% | 7,736 | $300K |
| Aquatic Capital Management LLC | 0.01% | Add +46.8% | 7,716 | $299K |
| Engineers Gate Manager LP | 0.01% | Add +0.5% | 7,702 | $298K |
| TSA Wealth Managment LLC | 0.12% | No change | 7,607 | $295K |
| Zacks Investment Management | 0.00% | Reduce -11.4% | 7,334 | $284K |
| Intech Investment Management LLC | 0.00% | Add +30.7% | 7,206 | $279K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -89.1% | 6,700 | $260K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 6,692 | $259K |
| Hohimer Wealth Management, LLC | 0.05% | Add +4.1% | 6,456 | $250K |
"% of holder's portfolio" is CSV's weight in each manager's 13F, not the share of Carriage Services Inc. the manager owns.