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Carriage Services (CSV) Institutional Ownership

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$45.22 +0.30 (+0.67%)
Closing price 08/1/2025 03:59 PM Eastern
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$45.22 0.00 (0.00%)
As of 08/1/2025 04:10 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)
94
Total
Institutional Inflows
(last 12 months)
$71.30M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$29.60M
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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
8/1/2025Mendel Money Management52,359$2.40M1.1%-7.6%0.334%
7/31/2025 Linden Thomas Advisory Services LLC19,654$899K0.1%-35.9%0.125%
7/31/2025 R Squared Ltd5,669$259K0.1%N/A0.036%
7/30/2025 Sanders Morris Harris LLC5,000$229K0.1%N/A0.032%
7/28/2025 Deroy & Devereaux Private Investment Counsel Inc.79,155$3.62M0.2%-2.7%0.504%
7/28/2025 Axxcess Wealth Management LLC32,261$1.48M0.0%N/A0.206%
7/25/2025 Allspring Global Investments Holdings LLC153,580$7.03M0.0%-8.6%0.979%
7/24/2025 Inspire Investing LLC19,203$878K0.1%N/A0.122%
7/17/2025 Janney Montgomery Scott LLC9,505$435K0.0%N/A0.061%
7/17/2025 BayBridge Capital Group LLC8,311$380K0.2%+4.7%0.053%
7/14/2025 Counterpoint Mutual Funds LLC9,140$418K0.0%N/A0.058%
7/10/2025 Longboard 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%
5/8/2025 US Bancorp DE2,400$93K0.0%N/A0.015%
5/8/2025XTX Topco Ltd10,390$403K0.0%-17.9%0.066%
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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%
5/1/2025 MQS Management LLC16,017$621K0.4%N/A0.102%
4/30/2025Cerity Partners LLC6,168$239K0.0%-4.3%0.039%
4/30/2025 Linden 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%
4/29/2025 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%
4/15/2025SG Americas Securities LLC21,934$850K0.0%+172.7%0.140%
4/8/2025Rhumbline 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%
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%
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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%
(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, 140 institutional investors and hedge funds held shares of Carriage Services. The most heavily invested institutionals were Ameriprise Financial Inc. ($60.36M), Vanguard Group Inc. ($36.48M), Dimensional Fund Advisors LP ($29.28M), LSV Asset Management ($25.13M), Renaissance Technologies LLC ($21.43M), Geode Capital Management LLC ($12.59M), 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 116 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. ($205.49K), LSV Asset Management ($180.19K), Allspring Global Investments Holdings LLC ($168.08K), Mendel Money Management ($129.79K), 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 1,931,939 shares in the last 24 months. This purchase volume represents approximately $71.30M in transactions.

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

Of the 45 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), Wolverine Trading LLC ($26.96K), and Rhumbline Advisers ($24.05K).

How much institutional selling is happening at Carriage Services?

Institutional investors have sold a total of 795,298 shares in the last 24 months. This volume of shares sold represents approximately $29.60M in transactions.


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This page (NYSE:CSV) was last updated on 8/2/2025 by MarketBeat.com Staff
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