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Carriage Services (CSV) Institutional Ownership

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$46.20 -1.08 (-2.27%)
As of 02:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Carriage Services (NYSE:CSV)

Current
Institutional Ownership
Percentage
66.46%
Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$89.21M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$34.86M
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CSV Institutional Buying and Selling by Quarter

Carriage Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Assenagon Asset Management S.A.86,882$3.87M0.0%N/A0.553%
8/19/2025State of Wyoming1,324$61K0.0%-52.4%0.008%
8/19/2025Hohimer Wealth Management LLC4,490$205K0.0%-30.5%0.029%
8/18/2025Caxton Associates LLP6,847$313K0.0%N/A0.044%
8/15/2025Tower Research Capital LLC TRC 1,750$80K0.0%+159.3%0.011%
8/15/2025Lazard Asset Management LLC32,833$1.50M0.0%N/A0.209%
8/15/2025BNP Paribas Financial Markets39,961$1.83M0.0%+11.2%0.255%
8/15/2025Bank of America Corp DE52,459$2.40M0.0%+130.4%0.334%
8/15/2025Ameriprise Financial Inc.477,238$21.83M0.0%+12.5%3.042%
8/14/2025Jane Street Group LLC23,120$1.06M0.0%+30.1%0.147%
8/14/2025Raymond James Financial Inc.1,547$71K0.0%N/A0.010%
8/14/2025The Manufacturers Life Insurance Company 5,171$237K0.0%N/A0.033%
8/14/2025Qube Research & Technologies Ltd81,996$3.75M0.0%+25.0%0.523%
8/14/2025Maven Securities LTD8,160$373K0.0%-78.7%0.052%
8/13/2025First Trust Advisors LP42,669$1.95M0.0%+7.6%0.272%
8/13/2025Kennedy Capital Management LLC113,292$5.18M0.1%+7.8%0.722%
8/13/2025Invesco Ltd.28,647$1.31M0.0%-5.8%0.183%
8/13/2025Arrowstreet Capital Limited Partnership185,966$8.51M0.0%-17.5%1.185%
8/13/2025De Lisle Partners LLP209,777$9.60M1.4%+13.9%1.337%
8/13/2025Norges Bank40,400$1.85M0.0%N/A0.257%
8/13/2025Hsbc Holdings PLC33,962$1.56M0.0%N/A0.216%
8/13/2025Russell Investments Group Ltd.8,833$404K0.0%+3.0%0.056%
8/12/2025Boston Partners202,581$9.27M0.0%+7.5%1.291%
8/12/2025Ameritas Investment Partners Inc.1,450$66K0.0%+22.1%0.009%
8/12/2025Prudential Financial Inc.11,245$514K0.0%+3.0%0.072%
8/12/2025American Century Companies Inc.30,573$1.40M0.0%+9.7%0.195%
8/12/2025Rhumbline Advisers21,856$1M0.0%+8.2%0.139%
8/12/2025Franklin Resources Inc.9,757$446K0.0%+13.7%0.062%
8/12/2025JPMorgan Chase & Co.96,521$4.42M0.0%-18.9%0.615%
8/11/2025Seizert Capital Partners LLC53,514$2.45M0.1%N/A0.341%
8/11/2025EMC Capital Management4,552$208K0.1%-26.9%0.029%
8/11/2025LSV Asset Management642,017$29.37M0.1%-1.0%4.092%
8/8/2025Intech Investment Management LLC8,381$383K0.0%+16.3%0.053%
8/8/2025Creative Planning4,380$200K0.0%N/A0.028%
8/8/2025SG Americas Securities LLC18,382$841K0.0%-16.2%0.117%
8/8/2025Geode Capital Management LLC350,092$16.02M0.0%+5.4%2.231%
8/7/2025Boston Partners202,581$9.27M0.0%+7.5%1.291%
8/7/2025Campbell & CO Investment Adviser LLC35,046$1.60M0.1%N/A0.223%
8/7/2025Connor Clark & Lunn Investment Management Ltd.20,967$959K0.0%-39.5%0.134%
8/5/2025Simplex Trading LLC1,526$69K0.0%+408.7%0.010%
8/1/2025Mendel Money Management52,359$2.40M1.1%-7.6%0.334%
7/31/2025Linden Thomas Advisory Services LLC19,654$899K0.1%-35.9%0.125%
7/31/2025R Squared Ltd5,669$259K0.1%N/A0.036%
7/30/2025Sanders Morris Harris LLC5,000$229K0.1%N/A0.032%
7/28/2025Deroy & Devereaux Private Investment Counsel Inc.79,155$3.62M0.2%-2.7%0.504%
7/28/2025Axxcess Wealth Management LLC32,261$1.48M0.0%N/A0.206%
7/25/2025Allspring Global Investments Holdings LLC153,580$7.03M0.0%-8.6%0.979%
7/24/2025Inspire Investing LLC19,203$878K0.1%N/A0.122%
7/17/2025Janney Montgomery Scott LLC9,505$435K0.0%N/A0.061%
7/17/2025BayBridge Capital Group LLC8,311$380K0.2%+4.7%0.053%
7/14/2025Counterpoint Mutual Funds LLC9,140$418K0.0%N/A0.058%
7/10/2025Longboard Asset Management LP5,224$239K0.6%N/A0.033%
6/18/2025Voya Investment Management LLC14,599$566K0.0%+33.5%0.093%
5/29/2025Rhumbline Advisers20,202$783K0.0%-37.3%0.129%
5/19/2025Jane Street Group LLC17,771$689K0.0%N/A0.113%
5/16/2025Goldman Sachs Group Inc.42,773$1.66M0.0%-17.7%0.273%
5/16/2025Jones Financial Companies Lllp918$36K0.0%+1,736.0%0.006%
5/16/2025Punch & Associates Investment Management Inc.91,500$3.55M0.2%N/A0.583%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,090$313K0.0%+4.0%0.052%
5/16/2025Jacobs Levy Equity Management Inc.78,849$3.06M0.0%+1.9%0.502%
5/16/2025AQR Capital Management LLC17,503$678K0.0%-19.0%0.112%
5/15/2025State of Wyoming2,781$108K0.0%N/A0.018%
5/15/2025Trexquant Investment LP8,293$321K0.0%N/A0.053%
5/14/2025Credit Agricole S A27,169$1.05M0.0%N/A0.173%
5/14/2025Maven Securities LTD38,284$1.48M0.0%N/A0.244%
5/14/2025Quantbot Technologies LP3,993$155K0.0%-19.9%0.025%
5/13/2025Penn Mutual Asset Management24,595$953K1.8%+14.4%0.157%
5/13/2025Algert Global LLC6,344$246K0.0%-47.6%0.040%
5/13/2025American Century Companies Inc.27,882$1.08M0.0%+12.0%0.178%
5/13/2025Boston Partners188,525$7.31M0.0%-1.2%1.201%
5/12/2025Nuveen LLC107,266$4.16M0.0%N/A0.685%
5/12/2025Invesco Ltd.30,405$1.18M0.0%-4.5%0.194%
5/12/2025Connor Clark & Lunn Investment Management Ltd.34,642$1.34M0.0%-31.6%0.221%
5/12/2025Bard Associates Inc.110,760$4.29M1.6%-0.5%0.708%
5/9/2025Charles Schwab Investment Management Inc.106,138$4.11M0.0%-23.5%0.678%
5/9/2025Vanguard Group Inc.941,412$36.48M0.0%+2.6%6.015%
5/9/2025LSV Asset Management648,417$25.13M0.1%+9.7%4.143%
5/8/2025Alberta Investment Management Corp37,400$1.45M0.0%+7.2%0.239%
5/8/2025US Bancorp DE2,400$93K0.0%N/A0.015%
5/8/2025XTX Topco Ltd10,390$403K0.0%-17.9%0.066%
5/8/2025De Lisle Partners LLP184,101$7.15M1.2%+48.4%1.176%
5/7/2025LPL Financial LLC135,893$5.27M0.0%+120.2%0.868%
5/7/2025Heartland Advisors Inc.273,491$10.60M0.6%-18.0%1.748%
5/6/2025Navellier & Associates Inc.14,288$569K0.1%N/A0.091%
5/6/2025Mendel Money Management56,649$2.20M1.0%-6.1%0.362%
5/6/2025Y Intercept Hong Kong Ltd7,828$303K0.0%N/A0.050%
5/2/2025Hohimer Wealth Management LLC6,456$250K0.0%+4.1%0.041%
5/1/2025MQS Management LLC16,017$621K0.4%N/A0.102%
4/30/2025Cerity Partners LLC6,168$239K0.0%-4.3%0.039%
4/30/2025Linden Thomas Advisory Services LLC30,646$1.19M0.2%+12.0%0.196%
4/29/2025Bank of New York Mellon Corp115,393$4.47M0.0%-3.5%0.737%
4/29/2025Deroy & Devereaux Private Investment Counsel Inc.81,365$3.15M0.2%+42.7%0.520%
4/25/2025New York State Teachers Retirement System1,251$48K0.0%N/A0.008%
4/24/2025Allspring Global Investments Holdings LLC168,079$6.51M0.0%+12.1%1.074%
4/17/2025BayBridge Capital Group LLC7,935$307K0.2%N/A0.051%
4/15/2025SG Americas Securities LLC21,934$850K0.0%+172.7%0.140%
4/8/2025Rhumbline Advisers20,202$783K0.0%-37.3%0.129%
4/7/2025GAMMA Investing LLC3,255$126K0.0%+8,246.2%0.021%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH89,477$3.57M0.0%N/A0.588%
2/17/2025Squarepoint Ops LLC7,081$282K0.0%N/A0.047%
(Data available from 1/1/2016 forward)

CSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSV shares?

During the previous two years, 148 institutional investors and hedge funds held shares of Carriage Services. The most heavily invested institutionals were Vanguard Group Inc. ($36.48M), LSV Asset Management ($29.37M), Dimensional Fund Advisors LP ($29.28M), Ameriprise Financial Inc. ($21.83M), Renaissance Technologies LLC ($21.43M), Geode Capital Management LLC ($16.02M), and Heartland Advisors Inc. ($10.60M).Learn more on Carriage Services' institutional investors.

What percentage of Carriage Services' stock is owned by institutional investors?

66.46% of Carriage Services' stock is owned by institutional investors. Learn more on CSV's institutional investor holdings.

Which institutional investors have been buying Carriage Services' stock?

Of the 131 institutional investors that purchased Carriage Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assenagon Asset Management S.A. ($292.37K), Allspring Global Investments Holdings LLC ($168.08K), Mendel Money Management ($129.79K), LSV Asset Management ($122.86K), Nuveen LLC ($107.27K), Heartland Advisors Inc. ($98.35K), and Punch & Associates Investment Management Inc. ($91.50K).

How much institutional buying is happening at Carriage Services?

Institutional investors have bought a total of 2,250,443 shares in the last 24 months. This purchase volume represents approximately $89.21M in transactions.

Which of Carriage Services' major shareholders have been selling company stock?

Of the 52 institutional investors that sold Carriage Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($128.37K), Assenagon Asset Management S.A. ($125.65K), Charles Schwab Investment Management Inc. ($95.15K), Heartland Advisors Inc. ($72.06K), GSA Capital Partners LLP ($65.35K), Arrowstreet Capital Limited Partnership ($39.35K), and Maven Securities LTD ($30.12K).

How much institutional selling is happening at Carriage Services?

Institutional investors have sold a total of 904,706 shares in the last 24 months. This volume of shares sold represents approximately $34.86M in transactions.


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This page (NYSE:CSV) was last updated on 10/7/2025 by MarketBeat.com Staff
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