Carriage ServicesCSV
13F holders, Q2 2025 (June 30)161holders +4
26new positions
21sold out
2famous investors
$45.74avg. 13F price*
At the end of Q2 2025, 161 institutions reported holding Carriage Services Inc. (CSV) in their 13F filings, up 4 from Q1 2025. 26 opened new positions and 21 sold out. The largest holders were FMR LLC ($107.7M), BlackRock, Inc. ($47.6M) and Vanguard Group Inc. ($44.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $15.3M |
| Exits | 21 | $9.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,031,936 shares bought and 642,179 shares sold, net +389,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| FMR LLC | 0.01% | Add +6.4% | 2,353,940 | $107.7M |
| BlackRock, Inc. | 0.00% | Add +6.8% | 1,041,103 | $47.6M |
| Vanguard Group Inc. | 0.00% | Add +4.4% | 982,423 | $44.9M |
| LSV Asset Management | 0.07% | Reduce -1.0% | 642,017 | $29.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -6.8% | 619,802 | $28.4M |
| Renaissance Technologies | 0.03% | Add +2.7% | 526,700 | $24.1M |
| Ameriprise Financial Inc. | 0.01% | Add +12.5% | 477,238 | $21.8M |
| Geode Capital Management, LLC | 0.00% | Add +5.4% | 350,092 | $16.0M |
| State Street Corp. | 0.00% | Add +0.6% | 297,829 | $13.6M |
| Heartland Advisors Inc. | 0.65% | Reduce -6.9% | 254,550 | $11.6M |
| De Lisle Partners LLP | 1.35% | Add +13.9% | 209,777 | $9.6M |
| Boston Partners | 0.01% | Add +7.5% | 202,581 | $9.3M |
| Morgan Stanley | 0.00% | Add +4.7% | 187,793 | $8.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -17.5% | 185,966 | $8.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -8.6% | 153,580 | $7.0M |
| Manatuck Hill Partners, LLC | 2.50% | No change | 145,000 | $6.6M |
| RBF Capital, LLC | 0.32% | No change | 143,430 | $6.6M |
| Nicholas Company, Inc. | 0.10% | Reduce -0.0% | 133,215 | $6.1M |
| Punch & Associates Investment Management, Inc. | 0.38% | Add +45.0% | 132,695 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Add +5.1% | 121,287 | $5.5M |
| Kennedy Capital Management LLC | 0.12% | Add +7.8% | 113,292 | $5.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.1% | 110,537 | $5.1M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 108,859 | $5.0M |
| Bard Associates Inc. | 1.58% | Reduce -3.1% | 107,310 | $4.9M |
| Two Sigma Advisers, LP | 0.01% | Add +20.3% | 104,700 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.9% | 96,521 | $4.4M |
| Regions Financial Corp. | 0.03% | Add +31.1% | 94,028 | $4.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | No change | 89,477 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Add +77.6% | 84,482 | $3.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +25.0% | 81,996 | $3.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.20% | Reduce -2.7% | 79,155 | $3.6M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -2.0% | 77,283 | $3.5M |
| JB Capital Partners LP | 0.60% | No change | 71,007 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.2% | 70,545 | $3.2M |
| Nuveen, LLC | 0.00% | Reduce -37.4% | 67,132 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -54.8% | 61,376 | $2.8M |
| Seizert Capital Partners, LLC | 0.11% | New | 53,514 | $2.4M |
| NFJ Investment Group, LLC | 0.09% | Reduce -0.6% | 53,355 | $2.4M |
| Bank of America Corp. | 0.00% | Add +130.4% | 52,459 | $2.4M |
| Mendel Money Management | 1.06% | Reduce -7.6% | 52,359 | $2.4M |
| Trexquant Investment LP | 0.03% | Add +527.9% | 52,070 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.8% | 50,791 | $2.3M |
| First Trust Advisors LP | 0.00% | Add +7.6% | 42,669 | $2.0M |
| Norges Bank | 0.00% | New | 40,400 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +11.2% | 39,961 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.10% | New | 35,046 | $1.6M |
| HSBC Holdings PLC | 0.00% | New | 33,962 | $1.6M |
| UBS Group AG | 0.00% | Add +245.9% | 33,209 | $1.5M |
| Lazard Asset Management LLC | 0.00% | New | 32,833 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | New | 32,261 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +9.7% | 30,573 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.4% | 30,227 | $1.4M |
| Barclays PLC | 0.00% | Add +107.3% | 30,207 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -5.8% | 28,647 | $1.3M |
| Penn Mutual Asset Management | 2.89% | Add +15.8% | 28,468 | $1.3M |
| Informed Momentum Co LLC | 0.17% | New | 24,164 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +30.1% | 23,120 | $1.1M |
| Rhumbline Advisers | 0.00% | Add +8.2% | 21,856 | $1000K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -39.5% | 20,967 | $959K |
| Linden Thomas Advisory Services, LLC | 0.10% | Reduce -35.9% | 19,654 | $899K |
| Inspire Investing, LLC | 0.10% | New | 19,203 | $878K |
| SG Americas Securities, LLC | 0.00% | Reduce -16.2% | 18,382 | $841K |
| Values First Advisors, Inc. | 0.44% | Add +0.5% | 17,506 | $801K |
| Parvin Asset Management, LLC | 0.82% | No change | 17,475 | $799K |
| Alliancebernstein L.P. | 0.00% | Add +33.1% | 16,890 | $773K |
| Voya Investment Management LLC | 0.00% | Reduce -0.9% | 14,469 | $662K |
| Navellier & Associates Inc. | 0.08% | Add +0.2% | 14,311 | $655K |
| Brown Advisory Inc. | 0.00% | Add +1.5% | 13,804 | $631K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 13,777 | $630K |
| AQR Capital Management | 0.00% | Reduce -21.4% | 13,759 | $629K |
| Wells Fargo & Company | 0.00% | Add +6.7% | 13,565 | $620K |
| HRT Financial LP | 0.00% | Reduce -38.2% | 11,929 | $545K |
| Prudential Financial Inc. | 0.00% | Add +3.0% | 11,245 | $514K |
| State of Wisconsin Investment Board | 0.00% | Reduce -28.5% | 11,020 | $504K |
| Franklin Resources Inc. | 0.00% | Add +13.7% | 9,757 | $446K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,505 | $435K |
| Squarepoint Ops LLC | 0.00% | Reduce -57.9% | 9,421 | $431K |
| Zacks Investment Management | 0.00% | Add +26.4% | 9,267 | $424K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 9,140 | $418K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.0% | 8,833 | $404K |
| Integrated Quantitative Investments LLC | 0.12% | Reduce -0.3% | 8,800 | $403K |
| Deutsche Bank AG | 0.00% | Reduce -9.9% | 8,752 | $400K |
| Intech Investment Management LLC | 0.00% | Add +16.3% | 8,381 | $383K |
| BayBridge Capital Group, LLC | 0.24% | Add +4.7% | 8,311 | $380K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.7% | 8,160 | $373K |
| Maven Securities LTD | 0.10% | Reduce -78.7% | 8,160 | $373K |
| Citigroup Inc. | 0.00% | Reduce -35.6% | 7,733 | $354K |
| TSA Wealth Managment LLC | 0.13% | No change | 7,607 | $348K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 7,033 | $322K |
| Caxton Associates LLP | 0.01% | New | 6,847 | $313K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 6,700 | $306K |
| Mariner, LLC | 0.00% | Reduce -15.1% | 6,572 | $301K |
| Principal Financial Group Inc. | 0.00% | Reduce -16.3% | 6,485 | $297K |
| Cerity Partners LLC | 0.00% | Reduce -1.8% | 6,058 | $277K |
| Algert Global LLC | 0.01% | Reduce -9.8% | 5,724 | $262K |
| R Squared Ltd | 0.14% | New | 5,669 | $259K |
| New York State Common Retirement Fund | 0.00% | No change | 5,514 | $252K |
| Longboard Asset Management, LP | 0.59% | New | 5,224 | $239K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 5,171 | $237K |
| Perritt Capital Management Inc | 0.12% | No change | 5,101 | $233K |
| Sanders Morris Harris LLC | 0.05% | New | 5,000 | $229K |
| Verition Fund Management LLC | 0.00% | Reduce -47.8% | 4,859 | $222K |
| Wolverine Trading, LLC | 0.01% | Reduce -50.0% | 4,820 | $222K |
| Royal Bank of Canada | 0.00% | Add +22.1% | 4,773 | $218K |
| Aquatic Capital Management LLC | 0.00% | Reduce -40.4% | 4,597 | $210K |
| EMC Capital Management | 0.11% | Reduce -26.9% | 4,552 | $208K |
| Hohimer Wealth Management, LLC | 0.04% | Reduce -30.4% | 4,490 | $205K |
| Creative Planning | 0.00% | New | 4,380 | $200K |
| Palouse Capital Management, Inc. | 0.12% | No change | 3,882 | $178K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,861 | $131K |
| US Bancorp \de | 0.00% | Reduce -9.0% | 2,184 | $100K |
| Arax Advisory Partners | 0.00% | New | 2,147 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +159.3% | 1,750 | $80K |
| Legal & General Group Plc | 0.00% | Add +13.9% | 1,558 | $71K |
| Raymond James Financial Inc. | 0.00% | New | 1,547 | $71K |
| Simplex Trading, LLC | 0.00% | Add +408.7% | 1,526 | $69K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +22.1% | 1,450 | $66K |
| State of Wyoming | 0.01% | Reduce -52.4% | 1,324 | $61K |
| New York State Teachers Retirement System | 0.00% | No change | 1,251 | $57K |
| Huntington National Bank | 0.00% | No change | 1,000 | $46K |
| California State Teachers Retirement System | 0.00% | No change | 990 | $45K |
| Cwm, LLC | 0.00% | Reduce -0.8% | 866 | $40K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.8% | 774 | $35K |
| Clearstead Advisors, LLC | 0.00% | New | 669 | $31K |
| Whittier Trust Co. | 0.00% | No change | 600 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 600 | $27K |
| Jones Financial Companies LLLP | 0.00% | Add +218.8% | 475 | $22K |
| Amalgamated Bank | 0.00% | No change | 455 | $21K |
| Larson Financial Group LLC | 0.00% | Add +326.0% | 443 | $20K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -14.1% | 353 | $16K |
| Towne Trust Company, N.A | 0.00% | No change | 300 | $14K |
| IFP Advisors, Inc | 0.00% | Reduce -9.9% | 246 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 248 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | Add +105.9% | 245 | $11K |
| Leonteq Securities AG | 0.00% | No change | 245 | $11K |
| J.Safra Asset Management Corp | 0.00% | New | 239 | $11K |
| National Bank of Canada | 0.00% | Reduce -46.3% | 176 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -17.0% | 166 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 165 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1240.0% | 134 | $6K |
| American National Bank & Trust | 0.00% | New | 100 | $5K |
| GAMMA Investing LLC | 0.00% | Add +14.3% | 96 | $4K |
| Federated Hermes, Inc. | 0.00% | Reduce -55.4% | 83 | $4K |
| Allworth Financial LP | 0.00% | Add +227.8% | 59 | $3K |
| Kilter Group LLC | 0.00% | New | 53 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 52 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -43.0% | 49 | $2K |
| Rothschild Investment LLC | 0.00% | Add +133.3% | 35 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -51.4% | 34 | $2K |
| Comerica Bank | 0.00% | New | 32 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 31 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 20 | $915 |
| Parallel Advisors, LLC | 0.00% | No change | 8 | $366 |
| MAI Capital Management | 0.00% | New | 6 | $275 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $229 |
| Creekmur Asset Management LLC | 0.00% | Reduce -20.0% | 4 | $202 |
| Aventura Private Wealth, LLC | 0.00% | No change | 4 | $183 |
| AlphaQuest LLC | 0.00% | Reduce -98.3% | 2 | $91 |
| Essential Partners LLC | 0.00% | — | 2 | $91 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $48 |
| Bessemer Group Inc. | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is CSV's weight in each manager's 13F, not the share of Carriage Services Inc. the manager owns.