Carriage ServicesCSV
13F holders, Q3 2025 (September 30)172holders +11
29new positions
18sold out
4famous investors
$44.54avg. 13F price*
At the end of Q3 2025, 172 institutions reported holding Carriage Services Inc. (CSV) in their 13F filings, up 11 from Q2 2025. 29 opened new positions and 18 sold out. The largest holders were FMR LLC ($104.9M), BlackRock, Inc. ($45.7M) and Vanguard Group Inc. ($45.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Carriage Services Inc.
- CUSIP
- 143905107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $12.6M |
| Exits | 18 | $7.2M |
All 13F filers, Q2 2025 → Q3 2025: 896,285 shares bought and 726,569 shares sold, net +169,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| FMR LLC | 0.01% | Add +0.0% | 2,354,772 | $104.9M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 1,026,103 | $45.7M |
| Vanguard Group Inc. | 0.00% | Add +3.9% | 1,021,161 | $45.5M |
| LSV Asset Management | 0.06% | Reduce -5.1% | 609,117 | $27.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.9% | 607,822 | $27.1M |
| Renaissance Technologies | 0.03% | Reduce -8.1% | 483,900 | $21.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 480,788 | $21.4M |
| Geode Capital Management, LLC | 0.00% | Add +8.6% | 380,148 | $16.9M |
| State Street Corp. | 0.00% | Add +3.2% | 307,322 | $13.7M |
| De Lisle Partners LLP | 1.27% | Add +10.7% | 232,231 | $10.4M |
| Boston Partners | 0.01% | Add +9.7% | 222,130 | $9.9M |
| Punch & Associates Investment Management, Inc. | 0.55% | Add +59.3% | 211,425 | $9.4M |
| Heartland Advisors Inc. | 0.49% | Reduce -18.6% | 207,300 | $9.2M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 174,029 | $7.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -18.0% | 152,561 | $6.8M |
| Manatuck Hill Partners, LLC | 2.30% | Add +4.8% | 152,000 | $6.8M |
| RBF Capital, LLC | 0.29% | No change | 143,430 | $6.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -6.9% | 142,929 | $6.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +64.0% | 134,440 | $6.0M |
| Nicholas Company, Inc. | 0.10% | Reduce -0.0% | 133,190 | $5.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.2% | 128,490 | $5.7M |
| Two Sigma Advisers, LP | 0.01% | Add +22.1% | 127,800 | $5.7M |
| Two Sigma Investments, LP | 0.01% | Add +47.1% | 124,267 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +25.6% | 121,273 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 116,764 | $5.2M |
| Northern Trust Corp. | 0.00% | Add +5.7% | 115,059 | $5.1M |
| Kennedy Capital Management LLC | 0.11% | Reduce -0.3% | 112,896 | $5.0M |
| Regions Financial Corp. | 0.03% | Add +11.4% | 104,758 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +46.0% | 103,011 | $4.6M |
| Bard Associates Inc. | 1.21% | Reduce -4.9% | 102,024 | $4.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | No change | 89,477 | $4.0M |
| Assenagon Asset Management S.A. | 0.01% | New | 86,882 | $3.9M |
| Seizert Capital Partners, LLC | 0.16% | Add +55.2% | 83,039 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +55.6% | 79,034 | $3.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.18% | Reduce -0.3% | 78,955 | $3.5M |
| JB Capital Partners LP | 0.54% | No change | 71,007 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 59,963 | $2.7M |
| UBS Group AG | 0.00% | Add +62.6% | 54,003 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +13.5% | 48,425 | $2.2M |
| Credit Agricole S A | 0.01% | — | 46,926 | $2.1M |
| Axxcess Wealth Management, LLC | 0.04% | Add +42.5% | 45,964 | $2.0M |
| HRT Financial LP | 0.01% | Add +276.8% | 44,953 | $2.0M |
| Marshall Wace, LLP | 0.00% | New | 43,141 | $1.9M |
| Mendel Money Management | 0.75% | Reduce -23.7% | 39,929 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -33.5% | 34,902 | $1.6M |
| Nuveen, LLC | 0.00% | Reduce -50.6% | 33,134 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +8.0% | 33,009 | $1.5M |
| Invesco Ltd. | 0.00% | Add +10.0% | 31,500 | $1.4M |
| NFJ Investment Group, LLC | 0.05% | Reduce -41.2% | 31,389 | $1.4M |
| Navellier & Associates Inc. | 0.12% | Add +88.2% | 26,932 | $1.2M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -66.9% | 25,556 | $1.1M |
| Rhumbline Advisers | 0.00% | Reduce -2.7% | 21,275 | $948K |
| Campbell & CO Investment Adviser LLC | 0.07% | Reduce -39.9% | 21,072 | $939K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +4.4% | 20,516 | $914K |
| Barclays PLC | 0.00% | Reduce -32.7% | 20,325 | $905K |
| Millennium Management | 0.00% | New | 19,532 | $870K |
| Penn Mutual Asset Management | 2.01% | Reduce -35.1% | 18,468 | $823K |
| SG Americas Securities, LLC | 0.00% | Reduce -4.7% | 17,514 | $780K |
| Parvin Asset Management, LLC | 0.69% | Reduce -0.3% | 17,425 | $776K |
| Values First Advisors, Inc. | 0.41% | Reduce -1.6% | 17,219 | $767K |
| Alliancebernstein L.P. | 0.00% | No change | 16,890 | $752K |
| MQS Management LLC | 0.43% | New | 16,669 | $742K |
| Magnetar Financial LLC | 0.00% | New | 15,570 | $693K |
| Jane Street Group, LLC | 0.00% | Reduce -33.9% | 15,276 | $680K |
| R Squared Ltd | 0.29% | Add +169.4% | 15,274 | $680K |
| Perritt Capital Management Inc | 0.27% | Add +154.7% | 12,992 | $579K |
| Voya Investment Management LLC | 0.00% | Reduce -13.8% | 12,466 | $555K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -40.6% | 12,449 | $554K |
| State of Wisconsin Investment Board | 0.00% | Add +11.8% | 12,320 | $549K |
| Aquatic Capital Management LLC | 0.01% | Add +162.2% | 12,051 | $537K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 11,222 | $500K |
| Balyasny Asset Management L.P. | 0.00% | New | 11,126 | $496K |
| Quantbot Technologies LP | 0.01% | New | 10,871 | $484K |
| Deutsche Bank AG | 0.00% | Add +23.7% | 10,828 | $482K |
| HSBC Holdings PLC | 0.00% | Reduce -68.8% | 10,606 | $475K |
| AQR Capital Management | 0.00% | Reduce -24.9% | 10,329 | $460K |
| Brown Advisory Inc. | 0.00% | Reduce -26.1% | 10,204 | $454K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.8% | 10,147 | $452K |
| Wells Fargo & Company | 0.00% | Reduce -26.1% | 10,025 | $446K |
| Franklin Resources Inc. | 0.00% | No change | 9,757 | $435K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 9,463 | $422K |
| Principal Financial Group Inc. | 0.00% | Add +40.3% | 9,097 | $405K |
| Boothbay Fund Management, LLC | 0.01% | New | 9,047 | $403K |
| Integrated Quantitative Investments LLC | 0.11% | No change | 8,800 | $392K |
| AlphaQuest LLC | 0.02% | Add +427600.0% | 8,554 | $381K |
| Zacks Investment Management | 0.00% | Reduce -9.2% | 8,417 | $375K |
| BayBridge Capital Group, LLC | 0.23% | Reduce -1.8% | 8,164 | $364K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,160 | $363K |
| TSA Wealth Managment LLC | 0.12% | No change | 7,607 | $339K |
| Trexquant Investment LP | 0.00% | Reduce -85.5% | 7,553 | $336K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.1% | 7,229 | $322K |
| PharVision Advisers, LLC | 0.18% | New | 7,208 | $321K |
| Point72 Asset Management | 0.00% | New | 7,023 | $313K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 6,700 | $298K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 6,517 | $290K |
| Cerity Partners LLC | 0.00% | Add +3.5% | 6,271 | $279K |
| Quantinno Capital Management LP | 0.00% | New | 6,190 | $276K |
| Mariner, LLC | 0.00% | Reduce -7.7% | 6,067 | $270K |
| Intech Investment Management LLC | 0.00% | Reduce -32.0% | 5,697 | $254K |
| Creative Planning | 0.00% | Add +26.7% | 5,551 | $247K |
| New York State Common Retirement Fund | 0.00% | No change | 5,514 | $246K |
| Quadrature Capital Ltd | 0.00% | New | 5,508 | $245K |
| Verition Fund Management LLC | 0.00% | Add +11.3% | 5,407 | $241K |
| Aristeia Capital, L.L.C. | 0.01% | New | 5,303 | $236K |
| Atria Investments, Inc | 0.00% | New | 5,251 | $234K |
| Longboard Asset Management, LP | 0.38% | No change | 5,224 | $233K |
| Sanders Morris Harris LLC | 0.03% | No change | 5,000 | $223K |
| Hohimer Wealth Management, LLC | 0.03% | Add +6.4% | 4,779 | $213K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.9% | 4,763 | $212K |
| EMC Capital Management | 0.10% | No change | 4,552 | $203K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +36.7% | 3,910 | $174K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -56.0% | 3,890 | $173K |
| Citigroup Inc. | 0.00% | Reduce -50.7% | 3,811 | $170K |
| Royal Bank of Canada | 0.00% | Reduce -29.4% | 3,370 | $150K |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.0% | 2,800 | $125K |
| Arax Advisory Partners | 0.00% | Add +18.8% | 2,551 | $114K |
| Palouse Capital Management, Inc. | 0.06% | Reduce -44.5% | 2,154 | $96K |
| Advisory Services Network, LLC | 0.00% | New | 1,982 | $88K |
| Legal & General Group Plc | 0.00% | Reduce -1.5% | 1,535 | $68K |
| State of Wyoming | 0.01% | Reduce -0.5% | 1,318 | $59K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -18.1% | 1,187 | $53K |
| Quarry LP | 0.01% | New | 1,141 | $51K |
| Osaic Holdings, Inc. | 0.00% | Add +37.0% | 1,060 | $47K |
| Point72 (DIFC) Ltd | 0.00% | New | 1,044 | $46K |
| Jones Financial Companies LLLP | 0.00% | Add +112.8% | 1,011 | $46K |
| Huntington National Bank | 0.00% | No change | 1,000 | $45K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 991 | $44K |
| Simplex Trading, LLC | 0.00% | Reduce -43.3% | 866 | $38K |
| State of Alaska, Department of Revenue | 0.00% | New | 834 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.2% | 731 | $33K |
| Clearstead Advisors, LLC | 0.00% | No change | 669 | $30K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 660 | $29K |
| Whittier Trust Co. | 0.00% | No change | 600 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 600 | $27K |
| Cwm, LLC | 0.00% | Reduce -33.3% | 578 | $26K |
| Point72 Europe (London) LLP | 0.00% | New | 530 | $24K |
| Amalgamated Bank | 0.00% | No change | 455 | $20K |
| Larson Financial Group LLC | 0.00% | No change | 443 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +163.4% | 353 | $16K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -7.1% | 328 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | New | 320 | $14K |
| Meeder Asset Management Inc. | 0.00% | New | 308 | $14K |
| Towne Trust Company, N.A | 0.00% | No change | 300 | $13K |
| Quadrant Capital Group LLC | 0.00% | New | 280 | $12K |
| IFP Advisors, Inc | 0.00% | Add +9.8% | 270 | $12K |
| Salem Investment Counselors Inc. | 0.00% | No change | 248 | $11K |
| Leonteq Securities AG | 0.00% | No change | 245 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 245 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 165 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +0.6% | 167 | $7K |
| GAMMA Investing LLC | 0.00% | Add +14.6% | 110 | $5K |
| American National Bank & Trust | 0.00% | No change | 100 | $4K |
| Optiver Holding B.V. | 0.00% | New | 83 | $4K |
| Allworth Financial LP | 0.00% | No change | 59 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.2% | 54 | $2K |
| Kilter Group LLC | 0.00% | No change | 53 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 52 | $2K |
| J.Safra Asset Management Corp | 0.00% | Reduce -82.8% | 41 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 34 | $2K |
| Comerica Bank | 0.00% | No change | 32 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 31 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -14.3% | 30 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.0% | 27 | $1K |
| Covestor Ltd | 0.00% | New | 26 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 8 | $356 |
| SBI Securities Co., Ltd. | 0.00% | Add +40.0% | 7 | $312 |
| MAI Capital Management | 0.00% | No change | 6 | $268 |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $197 |
| Aventura Private Wealth, LLC | 0.00% | No change | 4 | $178 |
| Tortoise Investment Management, LLC | 0.00% | New | 3 | $134 |
| Essential Partners LLC | 0.00% | Add +50.0% | 3 | $134 |
| Bessemer Group Inc. | 0.00% | Reduce -60.0% | 2 | $0 |
"% of holder's portfolio" is CSV's weight in each manager's 13F, not the share of Carriage Services Inc. the manager owns.