Carriage ServicesCSV
13F holders, Q4 2025 (December 31)155holders −17
13new positions
28sold out
5famous investors
$42.30avg. 13F price*
At the end of Q4 2025, 155 institutions reported holding Carriage Services Inc. (CSV) in their 13F filings, down 17 from Q3 2025. 13 opened new positions and 28 sold out. The largest holders were FMR LLC ($99.9M), BlackRock, Inc. ($43.6M) and Vanguard Group Inc. ($43.3M). 5 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.5M |
| Exits | 28 | $17.2M |
All 13F filers, Q3 2025 → Q4 2025: 518,144 shares bought and 722,735 shares sold, net −204,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| FMR LLC | 0.01% | Add +0.3% | 2,361,778 | $99.9M |
| BlackRock, Inc. | 0.00% | Add +0.5% | 1,030,991 | $43.6M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 1,022,595 | $43.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.2% | 606,826 | $25.7M |
| LSV Asset Management | 0.05% | Reduce -7.0% | 566,427 | $24.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 481,570 | $20.4M |
| Renaissance Technologies | 0.03% | Reduce -6.6% | 452,102 | $19.1M |
| Geode Capital Management, LLC | 0.00% | Add +1.5% | 386,018 | $16.3M |
| State Street Corp. | 0.00% | Add +1.3% | 311,272 | $13.2M |
| Punch & Associates Investment Management, Inc. | 0.62% | Add +16.7% | 246,699 | $10.4M |
| Boston Partners | 0.01% | Add +9.7% | 243,749 | $10.3M |
| De Lisle Partners LLP | 1.29% | Add +1.7% | 236,231 | $10.0M |
| Heartland Advisors Inc. | 0.47% | No change | 207,300 | $8.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +11.0% | 149,171 | $6.3M |
| Two Sigma Advisers, LP | 0.01% | Add +16.3% | 148,600 | $6.3M |
| Morgan Stanley | 0.00% | Reduce -16.0% | 146,190 | $6.2M |
| RBF Capital, LLC | 0.28% | No change | 143,430 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Add +14.8% | 142,618 | $6.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -9.2% | 138,545 | $5.9M |
| Manatuck Hill Partners, LLC | 2.03% | Reduce -9.9% | 137,000 | $5.8M |
| Millennium Management | 0.00% | Add +597.1% | 136,149 | $5.8M |
| Nicholas Company, Inc. | 0.10% | Add +0.1% | 133,310 | $5.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.1% | 128,322 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 122,780 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce 0.0% | 116,762 | $4.9M |
| Kennedy Capital Management LLC | 0.10% | Reduce -0.7% | 112,096 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.7% | 110,952 | $4.7M |
| Northern Trust Corp. | 0.00% | Reduce -5.6% | 108,654 | $4.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -26.0% | 105,759 | $4.5M |
| Regions Financial Corp. | 0.03% | No change | 104,758 | $4.4M |
| Bard Associates Inc. | 1.08% | Reduce -2.3% | 99,655 | $4.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | No change | 89,477 | $3.8M |
| Seizert Capital Partners, LLC | 0.15% | Add +3.4% | 85,863 | $3.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.16% | Reduce -3.1% | 76,505 | $3.2M |
| JB Capital Partners LP | 0.52% | No change | 71,007 | $3.0M |
| LPL Financial LLC | 0.00% | Add +5.0% | 62,936 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.4% | 52,607 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +2.8% | 49,777 | $2.1M |
| Credit Agricole S A | 0.01% | No change | 46,926 | $2.0M |
| Bank of America Corp. | 0.00% | Add +16.7% | 40,721 | $1.7M |
| HRT Financial LP | 0.01% | Reduce -14.7% | 38,344 | $1.6M |
| Trexquant Investment LP | 0.01% | Add +374.2% | 35,818 | $1.5M |
| Lazard Asset Management LLC | 0.00% | New | 35,173 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +1.9% | 33,650 | $1.4M |
| Nuveen, LLC | 0.00% | No change | 33,134 | $1.4M |
| Mendel Money Management | 0.52% | Reduce -26.1% | 29,495 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -6.9% | 29,314 | $1.2M |
| Ironwood Investment Management LLC | 0.42% | New | 23,468 | $993K |
| Campbell & CO Investment Adviser LLC | 0.05% | Add +9.9% | 23,169 | $980K |
| Man Group plc | 0.00% | New | 22,619 | $957K |
| Barclays PLC | 0.00% | Add +9.0% | 22,154 | $937K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +3.5% | 21,243 | $899K |
| UBS Group AG | 0.00% | Reduce -62.2% | 20,426 | $864K |
| Citadel Advisors | 0.00% | New | 19,856 | $840K |
| SG Americas Securities, LLC | 0.00% | Add +8.5% | 19,006 | $804K |
| Rhumbline Advisers | 0.00% | Reduce -14.7% | 18,145 | $768K |
| Jane Street Group, LLC | 0.00% | Add +18.1% | 18,045 | $763K |
| Parvin Asset Management, LLC | 0.60% | No change | 17,425 | $737K |
| Alliancebernstein L.P. | 0.00% | No change | 16,890 | $714K |
| Wells Fargo & Company | 0.00% | Add +67.9% | 16,835 | $712K |
| R Squared Ltd | 0.32% | Add +7.2% | 16,373 | $693K |
| Perritt Capital Management Inc | 1.06% | Add +15.4% | 14,992 | $634K |
| Rothschild Wealth LLC | 0.06% | New | 14,992 | $634K |
| Values First Advisors, Inc. | 0.31% | Reduce -17.2% | 14,258 | $603K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 13,770 | $582K |
| North Star Investment Management Corp. | 0.03% | New | 13,000 | $550K |
| Principal Financial Group Inc. | 0.00% | Add +41.7% | 12,887 | $545K |
| Maven Securities LTD | 0.06% | New | 10,798 | $457K |
| AQR Capital Management | 0.00% | Add +4.3% | 10,775 | $456K |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 10,671 | $451K |
| Quantinno Capital Management LP | 0.00% | Add +65.4% | 10,240 | $433K |
| Neuberger Berman Group LLC | 0.00% | New | 10,088 | $427K |
| Brown Advisory Inc. | 0.00% | Reduce -2.0% | 10,000 | $423K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -21.9% | 9,727 | $411K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.2% | 9,618 | $407K |
| Point72 Asset Management | 0.00% | Add +33.8% | 9,399 | $398K |
| State of Wisconsin Investment Board | 0.00% | Reduce -26.0% | 9,120 | $386K |
| BayBridge Capital Group, LLC | 0.22% | Add +1.0% | 8,246 | $349K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,160 | $345K |
| Gsa Capital Partners LLP | 0.03% | New | 7,632 | $323K |
| TSA Wealth Managment LLC | 0.11% | No change | 7,607 | $322K |
| Zacks Investment Management | 0.00% | Reduce -12.9% | 7,334 | $310K |
| Verition Fund Management LLC | 0.00% | Add +30.9% | 7,078 | $299K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -73.0% | 6,910 | $292K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.9% | 6,577 | $278K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.3% | 6,409 | $271K |
| Cerity Partners LLC | 0.00% | Reduce -1.1% | 6,202 | $262K |
| Creative Planning | 0.00% | Add +3.0% | 5,715 | $242K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -14.9% | 5,700 | $241K |
| Intech Investment Management LLC | 0.00% | No change | 5,697 | $241K |
| New York State Common Retirement Fund | 0.00% | No change | 5,514 | $233K |
| HSBC Holdings PLC | 0.00% | Reduce -51.7% | 5,122 | $218K |
| Navellier & Associates Inc. | 0.02% | Reduce -81.3% | 5,023 | $212K |
| Atria Investments, Inc | 0.00% | Reduce -4.9% | 4,996 | $211K |
| Mariner, LLC | 0.00% | Reduce -18.2% | 4,964 | $210K |
| XTX Topco Ltd | 0.01% | New | 4,873 | $206K |
| Royal Bank of Canada | 0.00% | Add +19.5% | 4,026 | $171K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,910 | $165K |
| EMC Capital Management | 0.07% | Reduce -15.0% | 3,869 | $164K |
| Citigroup Inc. | 0.00% | Reduce -2.8% | 3,704 | $157K |
| BNP Paribas Financial Markets | 0.00% | Add +14.5% | 3,205 | $136K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -29.6% | 2,740 | $116K |
| Arax Advisory Partners | 0.00% | Reduce -1.3% | 2,519 | $107K |
| Palouse Capital Management, Inc. | 0.06% | Reduce -5.5% | 2,036 | $86K |
| Clearstead Advisors, LLC | 0.00% | Add +193.6% | 1,964 | $83K |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 1,489 | $63K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,187 | $50K |
| Jones Financial Companies LLLP | 0.00% | Add +12.3% | 1,135 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +42.8% | 1,044 | $44K |
| Huntington National Bank | 0.00% | No change | 1,000 | $42K |
| California State Teachers Retirement System | 0.00% | Reduce -11.8% | 874 | $37K |
| State of Alaska, Department of Revenue | 0.00% | No change | 834 | $35K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.5% | 758 | $32K |
| Whittier Trust Co. | 0.00% | No change | 600 | $26K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 600 | $25K |
| Cwm, LLC | 0.00% | Add +2.1% | 590 | $25K |
| PNC Financial Services Group, Inc. | 0.00% | Add +112.2% | 520 | $22K |
| Amalgamated Bank | 0.00% | Reduce -2.0% | 446 | $19K |
| Larson Financial Group LLC | 0.00% | No change | 443 | $19K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 320 | $14K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -51.7% | 319 | $13K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.0% | 315 | $13K |
| Towne Trust Company, N.A | 0.00% | No change | 300 | $13K |
| Quadrant Capital Group LLC | 0.00% | No change | 280 | $12K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 271 | $11K |
| Leonteq Securities AG | 0.00% | No change | 245 | $10K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 217 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | Add +284.6% | 200 | $8K |
| AlphaQuest LLC | 0.00% | Reduce -97.7% | 196 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +244.4% | 186 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.8% | 164 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 165 | $7K |
| Simplex Trading, LLC | 0.00% | Reduce -81.6% | 159 | $7K |
| Meeder Asset Management Inc. | 0.00% | Reduce -51.0% | 151 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -70.0% | 106 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +179.4% | 95 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -15.4% | 93 | $4K |
| Kilter Group LLC | 0.00% | No change | 53 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 44 | $2K |
| J.Safra Asset Management Corp | 0.00% | No change | 41 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -50.6% | 41 | $2K |
| Comerica Bank | 0.00% | No change | 32 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 31 | $1K |
| Covestor Ltd | 0.00% | Reduce -23.1% | 20 | $1K |
| Allworth Financial LP | 0.00% | Reduce -69.5% | 18 | $762 |
| Rothschild Investment LLC | 0.00% | Reduce -46.7% | 16 | $677 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -55.6% | 12 | $508 |
| Parallel Advisors, LLC | 0.00% | No change | 8 | $338 |
| NewEdge Advisors, LLC | 0.00% | New | 7 | $296 |
| Essential Partners LLC | 0.00% | Add +100.0% | 6 | $254 |
| MAI Capital Management | 0.00% | No change | 6 | $254 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -28.6% | 5 | $212 |
| Aventura Private Wealth, LLC | 0.00% | No change | 4 | $169 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 2 | $85 |
| Bessemer Group Inc. | 0.00% | No change | 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.