Carriage ServicesCSV
13F holders, Q2 2026 (June 30)157holders −10
14new positions
24sold out
6famous investors
$38.35avg. 13F price*
At the end of Q2 2026, 157 institutions reported holding Carriage Services Inc. (CSV) in their 13F filings, down 10 from Q1 2026. 14 opened new positions and 24 sold out. The largest holders were FMR LLC ($91.3M), BlackRock, Inc. ($42.2M) and T. Rowe Price Investment Management, Inc. ($27.8M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Carriage Services Inc.
- CUSIP
- 143905107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.3M |
| Exits | 24 | $8.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,462,911 shares bought and 512,515 shares sold, net +950,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| FMR LLC | 0.00% | Add +0.1% | 2,380,839 | $91.3M |
| BlackRock, Inc. | 0.00% | Add +7.7% | 1,099,733 | $42.2M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +321.3% | 725,953 | $27.8M |
| Vanguard Capital Management LLC | 0.00% | Add +1.0% | 644,644 | $24.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.9% | 633,970 | $24.3M |
| Ameriprise Financial Inc. | 0.00% | Add +5.6% | 545,021 | $20.9M |
| LSV Asset Management | 0.04% | Reduce -0.7% | 542,927 | $20.8M |
| Renaissance Technologies | 0.02% | Add +2.2% | 437,125 | $16.8M |
| Geode Capital Management, LLC | 0.00% | Add +6.8% | 380,262 | $14.6M |
| Polar Asset Management Partners Inc. | 0.30% | Add +28.3% | 326,173 | $12.5M |
| State Street Corp. | 0.00% | Add +0.5% | 309,391 | $11.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -16.9% | 303,115 | $11.6M |
| Vanguard Portfolio Management LLC | 0.00% | Add +4.0% | 298,879 | $11.5M |
| Boston Partners | 0.01% | Add +21.4% | 253,505 | $9.7M |
| Punch & Associates Investment Management, Inc. | 0.48% | Reduce -5.4% | 249,404 | $9.6M |
| De Lisle Partners LLP | 1.00% | Add +1.5% | 239,593 | $9.2M |
| Heartland Advisors Inc. | 0.35% | No change | 207,300 | $7.9M |
| Morgan Stanley | 0.00% | Add +41.7% | 191,346 | $7.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +23.4% | 182,905 | $7.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +26.5% | 157,231 | $6.0M |
| Swedbank AB | 0.00% | Add +79.5% | 147,525 | $5.7M |
| RBF Capital, LLC | 0.23% | No change | 143,430 | $5.5M |
| Nicholas Company, Inc. | 0.09% | Add +0.1% | 132,700 | $5.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.4% | 128,001 | $4.9M |
| Northern Trust Corp. | 0.00% | Add +5.9% | 119,177 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Add +3.1% | 117,913 | $4.5M |
| Kennedy Capital Management LLC | 0.08% | Reduce -1.9% | 111,990 | $4.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -0.1% | 109,450 | $4.2M |
| Regions Financial Corp. | 0.03% | No change | 109,384 | $4.2M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.17% | Add +37.2% | 105,535 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.5% | 102,813 | $4.0M |
| Bard Associates Inc. | 0.83% | Reduce -1.5% | 97,068 | $3.7M |
| Seizert Capital Partners, LLC | 0.15% | Add +8.4% | 93,720 | $3.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | No change | 89,477 | $3.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -30.0% | 79,472 | $3.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -21.5% | 78,039 | $3.0M |
| Trexquant Investment LP | 0.02% | Add +66.5% | 76,593 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.6% | 73,807 | $2.8M |
| JB Capital Partners LP | 0.42% | No change | 71,007 | $2.7M |
| Manatuck Hill Partners, LLC | 0.85% | Reduce -47.6% | 66,600 | $2.6M |
| HRT Financial LP | 0.00% | Add +46.7% | 62,690 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -8.4% | 58,391 | $2.2M |
| Norges Bank | 0.00% | — | 54,900 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +5.0% | 52,686 | $2.0M |
| Oak Ridge Investments LLC | 0.11% | New | 50,381 | $1.9M |
| Linden Thomas Advisory Services, LLC | 0.15% | Add +12.3% | 47,230 | $1.8M |
| Credit Agricole S A | 0.00% | No change | 46,926 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | Add +110.9% | 46,246 | $1.8M |
| Citadel Advisors | 0.00% | Add +16.3% | 43,964 | $1.7M |
| Bank of America Corp. | 0.00% | Add +21.9% | 40,187 | $1.5M |
| North Star Investment Management Corp. | 0.08% | No change | 40,000 | $1.5M |
| Nuveen, LLC | 0.00% | Add +30.1% | 39,875 | $1.5M |
| Millennium Management | 0.00% | Reduce -61.1% | 35,666 | $1.4M |
| American Century Companies Inc. | 0.00% | Add +0.2% | 31,757 | $1.2M |
| Tudor Investment Corporation | 0.00% | New | 28,190 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +198.2% | 26,989 | $1.0M |
| Mendel Money Management | 0.38% | Reduce -2.0% | 26,840 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +78.4% | 26,343 | $1.0M |
| TD Asset Management Inc | 0.00% | Add +400.7% | 23,914 | $917K |
| Ironwood Investment Management LLC | 0.31% | No change | 23,468 | $900K |
| CenterBook Partners LP | 0.04% | New | 23,310 | $894K |
| AQR Capital Management | 0.00% | Add +91.7% | 21,244 | $815K |
| Invesco Ltd. | 0.00% | Reduce -23.5% | 20,650 | $792K |
| UBS Group AG | 0.00% | Reduce -6.3% | 19,949 | $765K |
| WCG Wealth Advisors LLC | 0.02% | Add +51.6% | 19,350 | $742K |
| Parvin Asset Management, LLC | 0.59% | Reduce -2.8% | 19,170 | $735K |
| Alliancebernstein L.P. | 0.00% | Reduce -5.9% | 15,890 | $726K |
| Campbell & CO Investment Adviser LLC | 0.04% | Add +37.8% | 18,689 | $717K |
| Rhumbline Advisers | 0.00% | Add +1.7% | 18,002 | $690K |
| Quantbot Technologies LP | 0.02% | Add +197.0% | 15,947 | $611K |
| Quantinno Capital Management LP | 0.00% | Reduce -10.2% | 15,575 | $597K |
| Magnetar Financial LLC | 0.01% | Add +59.4% | 15,043 | $577K |
| Values First Advisors, Inc. | 0.25% | Reduce -1.9% | 14,132 | $542K |
| Deutsche Bank AG | 0.00% | Add +14.0% | 14,113 | $541K |
| XTX Topco Ltd | 0.01% | Reduce -39.3% | 13,985 | $536K |
| Wells Fargo & Company | 0.00% | Add +148.9% | 12,835 | $492K |
| R Squared Ltd | 0.24% | Reduce -30.2% | 12,129 | $465K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -25.9% | 11,614 | $445K |
| Neuberger Berman Group LLC | 0.00% | Add +3.2% | 10,977 | $421K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +32.6% | 10,791 | $414K |
| Brevan Howard Capital Management LP | 0.01% | New | 10,484 | $402K |
| D. E. Shaw & Co. | 0.00% | Add +8.9% | 10,419 | $399K |
| Pathstone Holdings, LLC | 0.00% | New | 10,289 | $394K |
| BayBridge Capital Group, LLC | 0.20% | Add +22.7% | 10,120 | $388K |
| Engineers Gate Manager LP | 0.00% | Add +57.4% | 9,906 | $380K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 9,872 | $378K |
| Brown Advisory Inc. | 0.00% | No change | 9,000 | $345K |
| VARCOV Co. | 0.13% | New | 8,861 | $340K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,797 | $337K |
| Aristeia Capital, L.L.C. | 0.01% | Add +24.0% | 8,782 | $337K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +0.6% | 8,705 | $334K |
| Principal Financial Group Inc. | 0.00% | Add +7.0% | 7,883 | $302K |
| State of Wisconsin Investment Board | 0.00% | Reduce -12.3% | 7,820 | $300K |
| TSA Wealth Managment LLC | 0.08% | No change | 7,607 | $292K |
| Citigroup Inc. | 0.00% | Add +505.6% | 7,201 | $276K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.1% | 6,597 | $253K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 6,158 | $236K |
| Cerity Partners LLC | 0.00% | Reduce -2.8% | 6,079 | $233K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 5,700 | $219K |
| MQS Management LLC | 0.26% | New | 5,527 | $212K |
| New York State Common Retirement Fund | 0.00% | No change | 5,514 | $211K |
| Russell Investments Group, Ltd. | 0.00% | Add +92.7% | 5,418 | $208K |
| SG Americas Securities, LLC | 0.00% | Add +21.3% | 4,657 | $179K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,910 | $150K |
| Royal Bank of Canada | 0.00% | Add +13.9% | 3,466 | $133K |
| Barclays PLC | 0.00% | Reduce -24.4% | 2,333 | $89K |
| State of Wyoming | 0.01% | New | 1,745 | $67K |
| Palouse Capital Management, Inc. | 0.04% | Reduce -6.5% | 1,649 | $63K |
| Legal & General Group Plc | 0.00% | Add +10.6% | 1,403 | $54K |
| Nisa Investment Advisors, LLC | 0.00% | Add +490.2% | 1,204 | $46K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,187 | $46K |
| Huntington National Bank | 0.00% | No change | 1,000 | $38K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.7% | 960 | $37K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 897 | $34K |
| Optiver Holding B.V. | 0.00% | Reduce -10.2% | 845 | $32K |
| State of Alaska, Department of Revenue | 0.00% | No change | 834 | $31K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 688 | $26K |
| Whittier Trust Co. | 0.00% | No change | 600 | $23K |
| Arax Advisory Partners | 0.00% | Add +1026.8% | 462 | $18K |
| Jones Financial Companies LLLP | 0.00% | Reduce -16.3% | 421 | $16K |
| Larson Financial Group LLC | 0.00% | Reduce -14.4% | 379 | $15K |
| Public Employees Retirement System of Ohio | 0.00% | Add +8.0% | 351 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -55.7% | 347 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 320 | $12K |
| Towne Trust Company, N.A | 0.00% | No change | 300 | $12K |
| IFP Advisors, Inc | 0.00% | Add +3.7% | 283 | $11K |
| NewEdge Advisors, LLC | 0.00% | Add +126.9% | 270 | $10K |
| GW&K Investment Management, LLC | 0.00% | New | 250 | $10K |
| US Bancorp \de | 0.00% | Add +3025.0% | 250 | $10K |
| Salem Investment Counselors Inc. | 0.00% | No change | 248 | $10K |
| Leonteq Securities AG | 0.00% | No change | 245 | $9K |
| Osaic Holdings, Inc. | 0.00% | Reduce -68.1% | 242 | $9K |
| California State Teachers Retirement System | 0.00% | Reduce -74.4% | 197 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 186 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +4.8% | 174 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Add +3400.0% | 175 | $7K |
| Versant Capital Management, Inc | 0.00% | Reduce -35.1% | 170 | $7K |
| Quarry LP | 0.00% | New | 150 | $6K |
| GAMMA Investing LLC | 0.00% | Add +41.0% | 117 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 117 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +12.0% | 103 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 84 | $3K |
| J.Safra Asset Management Corp | 0.00% | No change | 77 | $3K |
| Parallel Advisors, LLC | 0.00% | Reduce -83.1% | 77 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.7% | 66 | $3K |
| Kilter Group LLC | 0.00% | No change | 53 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.1% | 34 | $1K |
| Fifth Third Bancorp | 0.00% | No change | 32 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 32 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +24.0% | 31 | $1K |
| Zions Bancorporation, National Association | 0.00% | New | 30 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 20 | $767 |
| Allworth Financial LP | 0.00% | Reduce -4.8% | 20 | $767 |
| Rothschild Investment LLC | 0.00% | Reduce -31.3% | 11 | $422 |
| Essential Partners LLC | 0.00% | Add +100.0% | 10 | $383 |
| Aventura Private Wealth, LLC | 0.00% | No change | 4 | $153 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 1 | $38 |
"% of holder's portfolio" is CSV's weight in each manager's 13F, not the share of Carriage Services Inc. the manager owns.