Carriage ServicesCSV
13F holders, Q1 2026 (March 31)167holders +12
26new positions
12sold out
6famous investors
$45.64avg. 13F price*
At the end of Q1 2026, 167 institutions reported holding Carriage Services Inc. (CSV) in their 13F filings, up 12 from Q4 2025. 26 opened new positions and 12 sold out. The largest holders were FMR LLC ($108.6M), BlackRock, Inc. ($46.6M) and Vanguard Capital Management LLC ($29.1M). 6 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $31.1M |
| Exits | 12 | $3.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,224,763 shares bought and 409,260 shares sold, net +815,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| FMR LLC | 0.01% | Add +0.7% | 2,379,146 | $108.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 1,021,118 | $46.6M |
| Vanguard Capital Management LLC | 0.00% | — | 638,118 | $29.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.6% | 610,346 | $27.9M |
| LSV Asset Management | 0.05% | Reduce -3.5% | 546,727 | $25.0M |
| Ameriprise Financial Inc. | 0.01% | Add +7.2% | 516,061 | $23.6M |
| Renaissance Technologies | 0.03% | Reduce -5.3% | 427,900 | $19.5M |
| Two Sigma Investments, LP | 0.01% | Add +155.8% | 364,755 | $16.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -7.8% | 355,906 | $16.3M |
| State Street Corp. | 0.00% | Reduce -1.1% | 307,732 | $14.1M |
| Vanguard Portfolio Management LLC | 0.00% | — | 287,352 | $13.1M |
| Punch & Associates Investment Management, Inc. | 0.70% | Add +6.9% | 263,750 | $12.0M |
| Polar Asset Management Partners Inc. | 0.38% | New | 254,268 | $11.6M |
| De Lisle Partners LLP | 1.29% | Reduce -0.1% | 236,092 | $10.8M |
| Boston Partners | 0.01% | Reduce -14.3% | 208,850 | $9.5M |
| Heartland Advisors Inc. | 0.48% | No change | 207,300 | $9.5M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 172,323 | $7.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -0.7% | 148,208 | $6.8M |
| RBF Capital, LLC | 0.32% | No change | 143,430 | $6.5M |
| Morgan Stanley | 0.00% | Reduce -7.6% | 135,063 | $6.2M |
| Nicholas Company, Inc. | 0.12% | Reduce -0.5% | 132,625 | $6.1M |
| Manatuck Hill Partners, LLC | 1.90% | Reduce -7.3% | 127,000 | $5.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.5% | 125,060 | $5.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.0% | 124,273 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 123,165 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 114,346 | $5.2M |
| Kennedy Capital Management LLC | 0.11% | Add +1.9% | 114,174 | $5.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -18.1% | 113,524 | $5.2M |
| Northern Trust Corp. | 0.00% | Add +3.6% | 112,532 | $5.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 109,606 | $5.0M |
| Regions Financial Corp. | 0.03% | Add +4.4% | 109,384 | $5.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -6.0% | 99,403 | $4.5M |
| Bard Associates Inc. | 1.13% | Reduce -1.1% | 98,525 | $4.5M |
| Millennium Management | 0.00% | Reduce -32.7% | 91,668 | $4.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | No change | 89,477 | $4.1M |
| Seizert Capital Partners, LLC | 0.18% | Add +0.7% | 86,417 | $3.9M |
| Swedbank AB | 0.00% | New | 82,200 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +50.2% | 79,005 | $3.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.17% | Add +0.5% | 76,905 | $3.5M |
| JB Capital Partners LP | 0.56% | No change | 71,007 | $3.2M |
| Lazard Asset Management LLC | 0.01% | Add +94.2% | 68,293 | $3.1M |
| LPL Financial LLC | 0.00% | Add +1.3% | 63,761 | $2.9M |
| First Trust Advisors LP | 0.00% | Add +0.8% | 50,199 | $2.3M |
| Credit Agricole S A | 0.01% | No change | 46,926 | $2.1M |
| Trexquant Investment LP | 0.02% | Add +28.5% | 46,017 | $2.1M |
| HRT Financial LP | 0.00% | Add +11.4% | 42,731 | $2.0M |
| Linden Thomas Advisory Services, LLC | 0.18% | Add +98.0% | 42,058 | $1.9M |
| Brooklyn Investment Group | 0.06% | New | 40,160 | $1.8M |
| North Star Investment Management Corp. | 0.11% | Add +207.7% | 40,000 | $1.8M |
| Citadel Advisors | 0.00% | Add +90.3% | 37,793 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -19.0% | 32,976 | $1.5M |
| American Century Companies Inc. | 0.00% | Reduce -5.8% | 31,681 | $1.4M |
| Nuveen, LLC | 0.00% | Reduce -7.5% | 30,658 | $1.4M |
| Mendel Money Management | 0.52% | Reduce -7.2% | 27,380 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -8.0% | 26,984 | $1.2M |
| Point72 Asset Management | 0.00% | Add +171.1% | 25,479 | $1.2M |
| Ironwood Investment Management LLC | 0.45% | No change | 23,468 | $1.1M |
| XTX Topco Ltd | 0.02% | Add +372.8% | 23,041 | $1.1M |
| Panagora Asset Management Inc. | 0.00% | New | 21,927 | $1.0M |
| UBS Group AG | 0.00% | Add +4.3% | 21,302 | $973K |
| Gsa Capital Partners LLP | 0.06% | Add +172.3% | 20,780 | $949K |
| Parvin Asset Management, LLC | 0.66% | Add +13.2% | 19,720 | $900K |
| Rhumbline Advisers | 0.00% | Reduce -2.4% | 17,702 | $808K |
| R Squared Ltd | 0.44% | Add +6.1% | 17,375 | $793K |
| Quantinno Capital Management LP | 0.00% | Add +69.3% | 17,336 | $792K |
| Boothbay Fund Management, LLC | 0.02% | New | 15,684 | $716K |
| Alliancebernstein L.P. | 0.00% | No change | 16,890 | $714K |
| BNP Paribas Financial Markets | 0.00% | Add +360.8% | 14,767 | $674K |
| Values First Advisors, Inc. | 0.34% | Add +1.0% | 14,398 | $657K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -41.4% | 13,567 | $619K |
| WCG Wealth Advisors LLC | 0.02% | New | 12,763 | $583K |
| Deutsche Bank AG | 0.00% | Add +16.1% | 12,384 | $565K |
| AQR Capital Management | 0.00% | Add +2.9% | 11,082 | $506K |
| Neuberger Berman Group LLC | 0.00% | Add +5.4% | 10,636 | $486K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.3% | 9,939 | $454K |
| D. E. Shaw & Co. | 0.00% | New | 9,567 | $437K |
| Magnetar Financial LLC | 0.00% | New | 9,439 | $431K |
| Susquehanna International Group, LLP | 0.00% | Add +41.2% | 9,050 | $413K |
| Brown Advisory Inc. | 0.00% | Reduce -10.0% | 9,000 | $411K |
| State of Wisconsin Investment Board | 0.00% | Reduce -2.2% | 8,920 | $407K |
| MetLife Investment Management, LLC | 0.00% | Add +7.8% | 8,797 | $402K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -11.0% | 8,653 | $395K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -40.9% | 8,135 | $371K |
| BayBridge Capital Group, LLC | 0.22% | No change | 8,246 | $349K |
| TSA Wealth Managment LLC | 0.11% | No change | 7,607 | $347K |
| Principal Financial Group Inc. | 0.00% | Reduce -42.9% | 7,364 | $336K |
| Creative Planning | 0.00% | Add +25.9% | 7,197 | $329K |
| Verition Fund Management LLC | 0.00% | Add +1.4% | 7,180 | $328K |
| Aristeia Capital, L.L.C. | 0.01% | New | 7,081 | $323K |
| HSBC Holdings PLC | 0.00% | Add +37.7% | 7,051 | $323K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,819 | $311K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.4% | 6,672 | $305K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -7.7% | 6,379 | $291K |
| Engineers Gate Manager LP | 0.00% | New | 6,293 | $287K |
| Cerity Partners LLC | 0.00% | Add +0.8% | 6,254 | $286K |
| Vanguard Global Advisers, LLC | 0.00% | — | 6,158 | $281K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 5,700 | $260K |
| New York State Common Retirement Fund | 0.00% | No change | 5,514 | $252K |
| Squarepoint Ops LLC | 0.00% | New | 5,477 | $250K |
| Quantbot Technologies LP | 0.01% | New | 5,369 | $245K |
| Commonwealth Financial Services, LLC | 0.04% | New | 5,332 | $243K |
| Atria Investments, Inc | 0.00% | Add +5.9% | 5,289 | $241K |
| Wells Fargo & Company | 0.00% | Reduce -69.4% | 5,156 | $235K |
| Navellier & Associates Inc. | 0.02% | Reduce -2.7% | 4,887 | $223K |
| Hohimer Wealth Management, LLC | 0.03% | New | 4,779 | $218K |
| TD Asset Management Inc | 0.00% | New | 4,776 | $218K |
| Empowered Funds, LLC | 0.00% | New | 4,665 | $213K |
| Corient Private Wealth LP | 0.00% | New | 4,401 | $201K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,382 | $200K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,910 | $179K |
| SG Americas Securities, LLC | 0.00% | Reduce -79.8% | 3,839 | $175K |
| Barclays PLC | 0.00% | Reduce -86.1% | 3,088 | $141K |
| Royal Bank of Canada | 0.00% | Reduce -24.4% | 3,042 | $139K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.6% | 2,811 | $128K |
| Advisory Services Network, LLC | 0.00% | New | 2,287 | $104K |
| Palouse Capital Management, Inc. | 0.05% | Reduce -13.4% | 1,764 | $81K |
| Legal & General Group Plc | 0.00% | Reduce -14.8% | 1,269 | $58K |
| Citigroup Inc. | 0.00% | Reduce -67.9% | 1,189 | $54K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,187 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7.8% | 1,126 | $51K |
| Huntington National Bank | 0.00% | No change | 1,000 | $46K |
| Optiver Holding B.V. | 0.00% | Add +2195.1% | 941 | $43K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +313.4% | 897 | $41K |
| State of Alaska, Department of Revenue | 0.00% | No change | 834 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | Add +50.8% | 784 | $36K |
| California State Teachers Retirement System | 0.00% | Reduce -12.0% | 769 | $35K |
| Osaic Holdings, Inc. | 0.00% | No change | 758 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | Add +14.7% | 688 | $31K |
| Cwm, LLC | 0.00% | Add +5.4% | 622 | $28K |
| Whittier Trust Co. | 0.00% | No change | 600 | $27K |
| Jones Financial Companies LLLP | 0.00% | Reduce -55.7% | 503 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +5587.5% | 455 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 443 | $20K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.2% | 325 | $15K |
| Meeder Asset Management Inc. | 0.00% | Add +111.9% | 320 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 320 | $15K |
| Towne Trust Company, N.A | 0.00% | No change | 300 | $14K |
| Quadrant Capital Group LLC | 0.00% | No change | 280 | $13K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 273 | $12K |
| Versant Capital Management, Inc | 0.00% | Add +58.8% | 262 | $12K |
| Salem Investment Counselors Inc. | 0.00% | New | 248 | $11K |
| Leonteq Securities AG | 0.00% | No change | 245 | $11K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.0% | 204 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 186 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +1.2% | 166 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +1600.0% | 119 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -3.2% | 92 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -10.8% | 83 | $4K |
| J.Safra Asset Management Corp | 0.00% | Add +87.8% | 77 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +483.3% | 70 | $3K |
| Kilter Group LLC | 0.00% | No change | 53 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -98.4% | 41 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -61.3% | 41 | $2K |
| Fifth Third Bancorp | 0.00% | New | 32 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | Add +3.2% | 32 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -43.2% | 25 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 25 | $1K |
| Allworth Financial LP | 0.00% | Add +16.7% | 21 | $959 |
| Rothschild Investment LLC | 0.00% | No change | 16 | $731 |
| US Bancorp \de | 0.00% | New | 8 | $365 |
| Essential Partners LLC | 0.00% | Reduce -16.7% | 5 | $228 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $228 |
| Aventura Private Wealth, LLC | 0.00% | No change | 4 | $183 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.4% | 2 | $91 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $46 |
| Bessemer Group Inc. | 0.00% | No change | 2 | $0 |
| Covestor Ltd | 0.00% | Reduce -80.0% | 4 | $0 |
"% of holder's portfolio" is CSV's weight in each manager's 13F, not the share of Carriage Services Inc. the manager owns.