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Carriage Services (CSV) Institutional Ownership

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$39.08 -0.88 (-2.20%)
As of 12:08 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)
82
Total
Institutional Inflows
(last 12 months)
$59.12M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$25.24M
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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
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%
4/29/2025 Bank of New York Mellon Corp115,393$4.47M0.0%-3.5%0.737%
4/29/2025 Deroy & Devereaux Private Investment Counsel Inc.81,365$3.15M0.2%+42.7%0.520%
4/25/2025 New York State Teachers Retirement System1,251$48K0.0%N/A0.008%
4/24/2025 Allspring Global Investments Holdings LLC168,079$6.51M0.0%+12.1%1.074%
4/17/2025 BayBridge Capital Group LLC7,935$307K0.2%N/A0.051%
4/15/2025 SG Americas Securities LLC21,934$850K0.0%+172.7%0.140%
4/8/2025 Rhumbline Advisers20,202$783K0.0%-37.3%0.129%
4/7/2025 GAMMA 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%
2/17/2025Two Sigma Advisers LP115,100$4.59M0.0%+15.0%0.756%
2/17/2025Two Sigma Investments LP84,327$3.36M0.0%-8.2%0.554%
2/17/2025Point72 Asset Management L.P.9,142$364K0.0%+94.6%0.060%
2/17/2025Man Group plc15,114$602K0.0%+36.5%0.099%
2/17/2025Nuveen Asset Management LLC135,579$5.40M0.0%+1.0%0.891%
2/17/2025Occudo Quantitative Strategies LP8,046$321K0.1%-11.8%0.053%
2/17/2025Millennium Management LLC13,600$542K0.0%-58.5%0.089%
2/17/2025Jacobs Levy Equity Management Inc.77,349$3.08M0.0%-5.9%0.508%
2/17/2025Group One Trading LLC17,424$694K0.0%+17,500.0%0.114%
2/17/2025Cubist Systematic Strategies LLC5,303$211K0.0%-79.7%0.035%
2/17/2025Balyasny Asset Management L.P.5,761$230K0.0%-28.7%0.038%
2/17/2025Bank of America Corp DE37,250$1.48M0.0%+16.6%0.245%
2/17/2025BNP Paribas Financial Markets64,442$2.57M0.0%-14.3%0.423%
2/17/2025Algert Global LLC12,114$483K0.0%-12.9%0.080%
2/17/2025Ameriprise Financial Inc.1,514,613$60.36M0.0%-7.8%9.951%
2/14/2025Manatuck Hill Partners LLC55,000$2.19M0.9%+22.2%0.361%
2/14/2025Parvin Asset Management LLC21,475$856K0.9%N/A0.141%
2/14/2025Northern Trust Corp114,409$4.56M0.0%+3.9%0.752%
2/14/2025Aquatic Capital Management LLC5,255$209K0.0%-24.9%0.035%
2/14/2025Johnson Financial Group Inc.1,100$45K0.0%N/A0.007%
2/14/2025Nebula Research & Development LLC8,833$352K0.0%-8.1%0.058%
2/14/2025Voya Investment Management LLC10,934$436K0.0%-3.5%0.072%
2/14/2025Price T Rowe Associates Inc. MD77,688$3.10M0.0%+18.5%0.510%
2/14/2025MetLife Investment Management LLC8,223$328K0.0%+3.1%0.054%
2/14/2025Dimensional Fund Advisors LP734,828$29.28M0.0%+1.3%4.828%
2/14/2025First Trust Advisors LP40,358$1.61M0.0%-10.0%0.265%
2/13/2025Marshall Wace LLP44,151$1.76M0.0%+27.3%0.290%
2/13/2025Zacks Investment Management8,280$330K0.0%-12.8%0.054%
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2/13/2025NFJ Investment Group LLC53,688$2.14M0.1%-1.2%0.353%
2/13/2025Jump Financial LLC8,200$327K0.0%+7.9%0.054%
2/13/2025XTX Topco Ltd12,655$504K0.0%+39.6%0.083%
2/13/2025Mariner LLC6,060$241K0.0%-9.3%0.040%
2/13/2025Barclays PLC21,370$852K0.0%+4.6%0.140%
2/13/2025Kennedy Capital Management LLC108,010$4.30M0.1%-2.6%0.710%
2/13/2025LSV Asset Management590,917$23.55M0.1%+12.4%3.883%
2/13/2025Martingale Asset Management L P5,880$234K0.0%N/A0.039%
2/13/2025Renaissance Technologies LLC537,800$21.43M0.0%-3.6%3.534%
2/13/2025Invesco Ltd.31,839$1.27M0.0%+4.8%0.209%
2/13/2025Polymer Capital Management US LLC5,081$202K0.1%N/A0.033%
2/13/2025Cerity Partners LLC6,448$256K0.0%N/A0.042%
2/13/2025Russell Investments Group Ltd.8,723$348K0.0%-11.9%0.057%
2/13/2025Wells Fargo & Company MN8,084$322K0.0%+61.2%0.053%
2/13/2025Integrated Quantitative Investments LLC8,896$355K0.2%N/A0.058%
2/12/2025Geode Capital Management LLC315,936$12.59M0.0%+0.3%2.076%
2/12/2025Franklin Resources Inc.8,582$342K0.0%N/A0.056%
2/12/2025Arrowstreet Capital Limited Partnership237,228$9.45M0.0%+16.9%1.559%
2/12/2025Heartland Advisors Inc.333,600$13.29M0.7%-3.5%2.192%
2/12/2025JPMorgan Chase & Co.142,989$5.70M0.0%+20.3%0.939%
2/12/2025Mendel Money Management60,361$2.41M1.1%-6.3%0.397%
2/11/2025Corebridge Financial Inc.6,791$271K0.0%-7.0%0.045%
2/11/2025Vanguard Group Inc.917,274$36.55M0.0%-1.5%6.027%
2/11/2025LPL Financial LLC61,700$2.46M0.0%+5.2%0.405%
2/11/2025Hillsdale Investment Management Inc.61,486$2.45M0.1%+1.3%0.404%
2/11/2025American Century Companies Inc.24,892$992K0.0%+13.2%0.164%
2/11/2025Quantbot Technologies LP4,982$199K0.0%+217.3%0.033%
2/11/2025Magnetar Financial LLC7,733$308K0.0%N/A0.051%
2/11/2025Intech Investment Management LLC5,513$220K0.0%N/A0.036%
2/10/2025Connor Clark & Lunn Investment Management Ltd.50,642$2.02M0.0%+92.0%0.333%
2/7/2025AlphaQuest LLC7,820$312K0.0%-23.1%0.051%
2/6/2025Bard Associates Inc.111,351$4.44M1.5%-0.5%0.732%
2/6/2025Charles Schwab Investment Management Inc.138,663$5.53M0.0%-18.0%0.911%
2/5/2025Versor Investments LP8,387$334K0.1%+6.3%0.055%
2/4/2025 Bank of New York Mellon Corp119,558$4.76M0.0%-11.4%0.786%
2/3/2025Alberta Investment Management Corp34,900$1.39M0.0%+8.4%0.229%
1/31/2025Sanctuary Advisors LLC27,899$1.16M0.0%N/A0.183%
1/31/2025 Principal Financial Group Inc.7,700$307K0.0%+8.8%0.051%
1/30/2025 Rhumbline Advisers32,226$1.28M0.0%+60.8%0.212%
1/29/2025Values First Advisors Inc.17,498$697K0.4%+1.6%0.115%
1/29/2025 Allspring Global Investments Holdings LLC149,949$5.98M0.0%+14.2%0.985%
1/24/2025 Deroy & Devereaux Private Investment Counsel Inc.57,020$2.27M0.1%N/A0.375%
1/23/2025EMC Capital Management6,227$248K0.1%+29.5%0.041%
1/23/2025R Squared Ltd1,630$65K0.1%N/A0.011%
1/21/2025Linden Thomas Advisory Services LLC27,357$1.09M0.1%+22.9%0.180%
1/17/2025Inspire Investing LLC20,604$821K0.1%N/A0.135%
1/17/2025 SG Americas Securities LLC8,042$320K0.0%+27.5%0.053%
12/26/2024JPMorgan Chase & Co.118,891$3.90M0.0%+94.7%0.781%
12/19/2024 Principal Financial Group Inc.7,076$232K0.0%N/A0.046%
11/19/2024Barclays PLC20,433$671K0.0%+228.6%0.134%
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11/16/2024Geode Capital Management LLC314,864$10.34M0.0%+4.4%2.069%
11/15/2024Barclays PLC20,433$671K0.0%+228.6%0.134%
11/15/2024XTX Topco Ltd9,064$298K0.0%+17.3%0.060%
11/15/2024Zacks Investment Management9,500$312K0.0%N/A0.062%
11/15/2024Jane Street Group LLC49,481$1.62M0.0%-7.0%0.325%
11/15/2024Wolverine Trading LLC15,419$506K0.0%-63.6%0.101%
11/15/2024State Street Corp287,960$9.45M0.0%+0.2%1.892%
11/15/2024RBF Capital LLC143,430$4.71M0.2%-3.0%0.942%
11/15/2024Point72 Asset Management L.P.4,697$154K0.0%+1,074.3%0.031%
11/15/2024Penn Mutual Asset Management13,200$433K0.9%N/A0.087%
(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, 130 institutional investors and hedge funds held shares of Carriage Services. The most heavily invested institutionals were Ameriprise Financial Inc. ($60.36M), Vanguard Group Inc. ($36.55M), Dimensional Fund Advisors LP ($29.28M), LSV Asset Management ($23.55M), Renaissance Technologies LLC ($21.43M), Heartland Advisors Inc. ($13.29M), and Geode Capital Management LLC ($12.59M).Learn more on CSV's 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 105 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: LSV Asset Management ($395.90K), Assenagon Asset Management S.A. ($218.44K), Allspring Global Investments Holdings LLC ($168.08K), Harbert Fund Advisors Inc. ($138.19K), Mendel Money Management ($132.64K), Heartland Advisors Inc. ($98.35K), and Universal Beteiligungs und Servicegesellschaft mbH ($89.48K).

How much institutional buying is happening at Carriage Services?

Institutional investors have bought a total of 2,873,200 shares in the last 24 months. This purchase volume represents approximately $90.78M in transactions.

Which Carriage Services major shareholders have been selling company stock?

Of the 53 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: Fenimore Asset Management Inc. ($141.65K), Assenagon Asset Management S.A. ($136.06K), Allspring Global Investments Holdings LLC ($133.87K), Ameriprise Financial Inc. ($128.37K), Boston Partners ($76.71K), LSV Asset Management ($70.27K), and DC Investments Management LLC ($69.92K).

How much institutional selling is happening at Carriage Services?

Institutional investors have sold a total of 1,248,880 shares in the last 24 months. This volume of shares sold represents approximately $41.02M in transactions.


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This page (NYSE:CSV) was last updated on 5/1/2025 by MarketBeat.com Staff
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