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Carriage Services (CSV) Institutional Ownership

Carriage Services logo
$43.71 -0.02 (-0.05%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$43.40 -0.31 (-0.70%)
As of 05/22/2026 05:36 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Carriage Services (NYSE:CSV)

Current
Institutional Ownership
Percentage
66.46%
Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$87.49M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$44.61M
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Skip Chart & View Institutional Buying and Selling Data

CSV Institutional Buying and Selling by Quarter

Carriage Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE32,976$1.51M0.0%-19.0%0.208%
5/18/2026 Parvin Asset Management LLC19,720$900K0.6%+13.2%0.124%
5/18/2026 Royal Bank of Canada3,042$139K0.0%-24.4%0.019%
5/18/2026 Empowered Funds LLC4,665$213K0.0%N/A0.029%
5/16/2026 Quantinno Capital Management LP17,336$792K0.0%+69.3%0.109%
5/16/2026 Polar Asset Management Partners Inc.254,268$11.61M0.2%N/A1.602%
5/16/2026 Lazard Asset Management LLC68,293$3.12M0.0%+94.2%0.430%
5/15/2026 Punch & Associates Investment Management Inc.263,750$12.04M0.7%+6.9%1.662%
5/14/2026 Renaissance Technologies LLC427,900$19.54M0.0%-5.4%2.696%
5/14/2026 Arrowstreet Capital Limited Partnership113,524$5.18M0.0%-18.1%0.721%
5/13/2026 First Trust Advisors LP50,199$2.29M0.0%+0.8%0.319%
5/8/2026 PNC Financial Services Group Inc.784$36K0.0%+50.8%0.005%
5/7/2026 Commonwealth Financial Services LLC5,332$243K0.0%N/A0.034%
5/7/2026 Dimensional Fund Advisors LP610,346$27.87M0.0%+0.6%3.875%
5/6/2026 Allspring Global Investments Holdings LLC99,403$4.54M0.0%-6.0%0.631%
5/5/2026 Bank of New York Mellon Corp114,346$5.22M0.0%-2.1%0.726%
5/4/2026 Principal Financial Group Inc.7,364$336K0.0%-42.9%0.047%
4/30/2026 Hsbc Holdings PLC7,051$323K0.0%+37.7%0.045%
4/29/2026 R Squared Ltd17,375$793K0.4%+6.1%0.110%
4/29/2026 Swedbank AB82,200$3.75M0.0%N/A0.522%
4/27/2026 Y Intercept Hong Kong Ltd8,135$371K0.0%-40.9%0.052%
4/24/2026 Palouse Capital Management Inc.1,764$81K0.1%-13.4%0.011%
4/23/2026 North Star Investment Management Corp.40,000$1.83M0.1%+207.7%0.254%
4/22/2026 Janney Montgomery Scott LLC9,939$454K0.0%+3.3%0.063%
4/16/2026 SG Americas Securities LLC3,839$175K0.0%-79.8%0.024%
3/20/2026 Hsbc Holdings PLC5,122$218K0.0%-51.7%0.033%
3/9/2026EMC Capital Management3,869$164K0.1%-15.0%0.025%
2/19/2026 Invesco Ltd.29,314$1.24M0.0%-6.9%0.186%
2/18/2026 XTX Topco Ltd4,873$206K0.0%N/A0.031%
2/18/2026 Zacks Investment Management7,334$310K0.0%-12.9%0.047%
2/18/2026 Millennium Management LLC136,149$5.76M0.0%+597.1%0.865%
2/18/2026 Man Group plc22,619$957K0.0%N/A0.144%
2/18/2026 Manatuck Hill Partners LLC137,000$5.80M2.0%-9.9%0.870%
2/17/2026 AQR Capital Management LLC10,775$456K0.0%+4.3%0.068%
2/17/2026 Lazard Asset Management LLC35,173$1.49M0.0%N/A0.223%
2/17/2026 Trexquant Investment LP35,818$1.52M0.0%+374.2%0.228%
2/17/2026 Price T Rowe Associates Inc. MD110,952$4.70M0.0%+7.7%0.705%
2/17/2026 Russell Investments Group Ltd.2,740$116K0.0%-29.6%0.017%
2/17/2026 Punch & Associates Investment Management Inc.246,699$10.44M0.6%+16.7%1.567%
2/17/2026 State of Wisconsin Investment Board9,120$386K0.0%-26.0%0.058%
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2/17/2026 Royal Bank of Canada4,026$171K0.0%+19.5%0.026%
2/17/2026 Rothschild Wealth LLC14,992$634K0.1%N/A0.095%
2/16/2026 Verition Fund Management LLC7,078$299K0.0%+30.9%0.045%
2/16/2026 Mariner LLC4,964$210K0.0%-18.2%0.032%
2/16/2026 Maven Securities LTD10,798$457K0.0%N/A0.069%
2/16/2026 Kennedy Capital Management LLC112,096$4.74M0.1%-0.7%0.712%
2/16/2026 Barclays PLC22,154$937K0.0%+9.0%0.141%
2/16/2026 Bard Associates Inc.99,655$4.22M1.1%-2.3%0.633%
2/13/2026 First Trust Advisors LP49,777$2.11M0.0%+2.8%0.316%
2/13/2026 State Street Corp311,272$13.17M0.0%+1.3%1.978%
2/13/2026 Boston Partners243,749$10.31M0.0%+9.7%1.549%
2/13/2026 De Lisle Partners LLP236,231$10.00M1.3%+1.7%1.501%
2/13/2026 Wells Fargo & Company MN16,835$712K0.0%+67.9%0.107%
2/12/2026 HRT Financial LP38,344$1.62M0.0%-14.7%0.244%
2/12/2026 Renaissance Technologies LLC452,102$19.12M0.0%-6.6%2.872%
2/12/2026 Dimensional Fund Advisors LP606,826$25.67M0.0%-0.2%3.855%
2/12/2026 Campbell & CO Investment Adviser LLC23,169$980K0.0%+10.0%0.147%
2/12/2026 Ironwood Investment Management LLC23,468$993K0.4%N/A0.149%
2/11/2026 Janney Montgomery Scott LLC9,618$407K0.0%-5.2%0.061%
2/11/2026 LPL Financial LLC62,936$2.66M0.0%+5.0%0.400%
2/11/2026 JPMorgan Chase & Co.122,780$5.19M0.0%+1.2%0.780%
2/10/2026 Goldman Sachs Group Inc.52,607$2.23M0.0%-33.4%0.334%
2/10/2026 Hillsdale Investment Management Inc.5,700$241K0.0%-14.9%0.036%
2/9/2026 Geode Capital Management LLC386,018$16.33M0.0%+1.5%2.452%
2/9/2026 Clearstead Advisors LLC1,964$83K0.0%+193.6%0.012%
2/6/2026 LSV Asset Management566,427$23.96M0.1%-7.0%3.599%
2/3/2026 Navellier & Associates Inc.5,023$212K0.0%-81.3%0.032%
2/2/2026 Seizert Capital Partners LLC85,863$3.63M0.2%+3.4%0.545%
1/30/2026 North Star Investment Management Corp.13,000$550K0.0%N/A0.083%
1/30/2026 Values First Advisors Inc.14,258$603K0.3%-17.2%0.091%
1/30/2026 R Squared Ltd16,373$693K0.3%+7.2%0.104%
1/29/2026 Mendel Money Management29,495$1.25M0.5%-26.1%0.187%
1/27/2026 Deroy & Devereaux Private Investment Counsel Inc.76,505$3.24M0.2%-3.1%0.486%
1/16/2026 Linden Thomas Advisory Services LLC21,243$899K0.1%+3.5%0.135%
1/15/2026 Allspring Global Investments Holdings LLC105,759$4.47M0.0%-26.0%0.672%
1/9/2026 SG Americas Securities LLC19,006$804K0.0%+8.5%0.121%
1/1/2026 JPMorgan Chase & Co.121,273$5.40M0.0%+25.6%0.770%
12/3/2025 Penn Mutual Asset Management18,468$823K1.6%-35.1%0.117%
11/19/2025 Caitong International Asset Management Co. Ltd660$29K0.0%N/A0.004%
11/18/2025 Advisory Services Network LLC1,982$88K0.0%N/A0.013%
11/17/2025 Jacobs Levy Equity Management Inc.25,556$1.14M0.0%-66.9%0.162%
11/17/2025Perritt Capital Management Inc12,992$579K0.3%-94.4%0.083%
11/17/2025 PharVision Advisers LLC7,208$321K0.2%N/A0.046%
11/17/2025 Verition Fund Management LLC5,407$241K0.0%+11.3%0.034%
11/17/2025 Quarry LP1,141$51K0.0%N/A0.007%
11/17/2025 Qube Research & Technologies Ltd134,440$5.99M0.0%+64.0%0.854%
11/17/2025 Punch & Associates Investment Management Inc.211,425$9.42M0.5%+59.3%1.343%
11/17/2025 Mariner LLC6,067$270K0.0%-7.7%0.039%
11/17/2025 Millennium Management LLC19,532$870K0.0%N/A0.124%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,517$290K0.0%N/A0.041%
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11/17/2025 Bank of America Corp DE34,902$1.56M0.0%-33.5%0.222%
11/17/2025 Bard Associates Inc.102,024$4.54M1.2%-4.9%0.648%
11/17/2025 Boothbay Fund Management LLC9,047$403K0.0%N/A0.057%
11/17/2025 Aquatic Capital Management LLC12,051$537K0.0%+162.1%0.077%
11/17/2025 Ameriprise Financial Inc.480,788$21.41M0.0%+0.7%3.054%
11/14/2025 Creative Planning5,551$247K0.0%+26.7%0.035%
11/14/2025 Zacks Investment Management8,417$375K0.0%-9.2%0.054%
11/14/2025 Credit Agricole S A46,926$2.09M0.0%N/A0.299%
11/14/2025 Manatuck Hill Partners LLC152,000$6.77M2.2%+4.8%0.968%
11/14/2025 Two Sigma Investments LP124,267$5.54M0.0%+47.1%0.792%


CSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 156 institutional investors and hedge funds held shares of Carriage Services. The most heavily invested institutionals were Vanguard Group Inc. ($45.48M), Dimensional Fund Advisors LP ($27.87M), LSV Asset Management ($23.96M), Ameriprise Financial Inc. ($21.41M), Renaissance Technologies LLC ($19.54M), Geode Capital Management LLC ($16.33M), and State Street Corp ($13.17M).Learn more on Carriage Services' institutional investors.

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

Of the 139 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: Polar Asset Management Partners Inc. ($254.27K), Assenagon Asset Management S.A. ($240.42K), Punch & Associates Investment Management Inc. ($222.56K), Allspring Global Investments Holdings LLC ($168.08K), Millennium Management LLC ($136.15K), JPMorgan Chase & Co. ($132.93K), and LSV Asset Management ($122.86K).

Institutional investors have bought a total of 1,958,971 shares in the last 24 months. This purchase volume represents approximately $87.49M in transactions.

Of the 48 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: Perritt Capital Management Inc ($220.37K), Arrowstreet Capital Limited Partnership ($97.77K), LSV Asset Management ($81.99K), Allspring Global Investments Holdings LLC ($68.68K), Renaissance Technologies LLC ($56K), Jacobs Levy Equity Management Inc. ($51.73K), and Heartland Advisors Inc. ($47.25K).

Institutional investors have sold a total of 1,007,724 shares in the last 24 months. This volume of shares sold represents approximately $44.61M in transactions.



This page (NYSE:CSV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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