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Carriage Services (CSV) Institutional Ownership

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$38.91 -0.11 (-0.29%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$38.98 +0.07 (+0.19%)
As of 07/2/2026 07:12 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.
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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)
89
Total
Institutional Inflows
(last 12 months)
$87.60M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$44.15M
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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
6/16/2026Empowered Funds LLC4,665$213K0.0%N/A0.029%
6/2/2026Optiver Holding B.V.941$43K0.0%+2,195.1%0.006%
5/19/2026Bank of America Corp DE32,976$1.51M0.0%-19.0%0.208%
5/18/2026Parvin Asset Management LLC19,720$900K0.6%+13.2%0.124%
5/18/2026Royal Bank of Canada3,042$139K0.0%-24.4%0.019%
5/18/2026Empowered Funds LLC4,665$213K0.0%N/A0.029%
5/16/2026Quantinno Capital Management LP17,336$792K0.0%+69.3%0.109%
5/16/2026Polar Asset Management Partners Inc.254,268$11.61M0.2%N/A1.602%
5/16/2026Lazard Asset Management LLC68,293$3.12M0.0%+94.2%0.430%
5/15/2026Punch & Associates Investment Management Inc.263,750$12.04M0.7%+6.9%1.662%
5/14/2026Renaissance Technologies LLC427,900$19.54M0.0%-5.4%2.696%
5/14/2026Arrowstreet Capital Limited Partnership113,524$5.18M0.0%-18.1%0.721%
5/13/2026First Trust Advisors LP50,199$2.29M0.0%+0.8%0.319%
5/8/2026PNC Financial Services Group Inc.784$36K0.0%+50.8%0.005%
5/7/2026Commonwealth Financial Services LLC5,332$243K0.0%N/A0.034%
5/7/2026Dimensional Fund Advisors LP610,346$27.87M0.0%+0.6%3.875%
5/6/2026Allspring Global Investments Holdings LLC99,403$4.54M0.0%-6.0%0.631%
5/5/2026Bank of New York Mellon Corp114,346$5.22M0.0%-2.1%0.726%
5/4/2026Principal Financial Group Inc.7,364$336K0.0%-42.9%0.047%
4/30/2026Hsbc Holdings PLC7,051$323K0.0%+37.7%0.045%
4/29/2026R Squared Ltd17,375$793K0.4%+6.1%0.110%
4/29/2026Swedbank AB82,200$3.75M0.0%N/A0.522%
4/27/2026Y Intercept Hong Kong Ltd8,135$371K0.0%-40.9%0.052%
4/24/2026Palouse Capital Management Inc.1,764$81K0.1%-13.4%0.011%
4/23/2026North Star Investment Management Corp.40,000$1.83M0.1%+207.7%0.254%
4/22/2026Janney Montgomery Scott LLC9,939$454K0.0%+3.3%0.063%
4/16/2026SG Americas Securities LLC3,839$175K0.0%-79.8%0.024%
3/20/2026Hsbc Holdings PLC5,122$218K0.0%-51.7%0.033%
3/9/2026EMC Capital Management3,869$164K0.1%-15.0%0.025%
2/19/2026Invesco Ltd.29,314$1.24M0.0%-6.9%0.186%
2/18/2026XTX Topco Ltd4,873$206K0.0%N/A0.031%
2/18/2026Zacks Investment Management7,334$310K0.0%-12.9%0.047%
2/18/2026Millennium Management LLC136,149$5.76M0.0%+597.1%0.865%
2/18/2026Man Group plc22,619$957K0.0%N/A0.144%
2/18/2026Manatuck Hill Partners LLC137,000$5.80M2.0%-9.9%0.870%
2/17/2026AQR Capital Management LLC10,775$456K0.0%+4.3%0.068%
2/17/2026Lazard Asset Management LLC35,173$1.49M0.0%N/A0.223%
2/17/2026Trexquant Investment LP35,818$1.52M0.0%+374.2%0.228%
2/17/2026Price T Rowe Associates Inc. MD110,952$4.70M0.0%+7.7%0.705%
2/17/2026Russell Investments Group Ltd.2,740$116K0.0%-29.6%0.017%
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2/17/2026Punch & Associates Investment Management Inc.246,699$10.44M0.6%+16.7%1.567%
2/17/2026State of Wisconsin Investment Board9,120$386K0.0%-26.0%0.058%
2/17/2026Royal Bank of Canada4,026$171K0.0%+19.5%0.026%
2/17/2026Rothschild Wealth LLC14,992$634K0.1%N/A0.095%
2/16/2026Verition Fund Management LLC7,078$299K0.0%+30.9%0.045%
2/16/2026Mariner LLC4,964$210K0.0%-18.2%0.032%
2/16/2026Maven Securities LTD10,798$457K0.0%N/A0.069%
2/16/2026Kennedy Capital Management LLC112,096$4.74M0.1%-0.7%0.712%
2/16/2026Barclays PLC22,154$937K0.0%+9.0%0.141%
2/16/2026Bard Associates Inc.99,655$4.22M1.1%-2.3%0.633%
2/13/2026First Trust Advisors LP49,777$2.11M0.0%+2.8%0.316%
2/13/2026State Street Corp311,272$13.17M0.0%+1.3%1.978%
2/13/2026Boston Partners243,749$10.31M0.0%+9.7%1.549%
2/13/2026De Lisle Partners LLP236,231$10.00M1.3%+1.7%1.501%
2/13/2026Wells Fargo & Company MN16,835$712K0.0%+67.9%0.107%
2/12/2026HRT Financial LP38,344$1.62M0.0%-14.7%0.244%
2/12/2026Renaissance Technologies LLC452,102$19.12M0.0%-6.6%2.872%
2/12/2026Dimensional Fund Advisors LP606,826$25.67M0.0%-0.2%3.855%
2/12/2026Campbell & CO Investment Adviser LLC23,169$980K0.0%+10.0%0.147%
2/12/2026Ironwood Investment Management LLC23,468$993K0.4%N/A0.149%
2/11/2026Janney Montgomery Scott LLC9,618$407K0.0%-5.2%0.061%
2/11/2026LPL Financial LLC62,936$2.66M0.0%+5.0%0.400%
2/11/2026JPMorgan Chase & Co.122,780$5.19M0.0%+1.2%0.780%
2/10/2026Goldman Sachs Group Inc.52,607$2.23M0.0%-33.4%0.334%
2/10/2026Hillsdale Investment Management Inc.5,700$241K0.0%-14.9%0.036%
2/9/2026Geode Capital Management LLC386,018$16.33M0.0%+1.5%2.452%
2/9/2026Clearstead Advisors LLC1,964$83K0.0%+193.6%0.012%
2/6/2026LSV Asset Management566,427$23.96M0.1%-7.0%3.599%
2/3/2026Navellier & Associates Inc.5,023$212K0.0%-81.3%0.032%
2/2/2026Seizert Capital Partners LLC85,863$3.63M0.2%+3.4%0.545%
1/30/2026North Star Investment Management Corp.13,000$550K0.0%N/A0.083%
1/30/2026Values First Advisors Inc.14,258$603K0.3%-17.2%0.091%
1/30/2026R Squared Ltd16,373$693K0.3%+7.2%0.104%
1/29/2026Mendel Money Management29,495$1.25M0.5%-26.1%0.187%
1/27/2026Deroy & Devereaux Private Investment Counsel Inc.76,505$3.24M0.2%-3.1%0.486%
1/16/2026Linden Thomas Advisory Services LLC21,243$899K0.1%+3.5%0.135%
1/15/2026Allspring Global Investments Holdings LLC105,759$4.47M0.0%-26.0%0.672%
1/9/2026SG Americas Securities LLC19,006$804K0.0%+8.5%0.121%
1/1/2026JPMorgan Chase & Co.121,273$5.40M0.0%+25.6%0.770%
12/3/2025Penn Mutual Asset Management18,468$823K1.6%-35.1%0.117%
11/19/2025Caitong International Asset Management Co. Ltd660$29K0.0%N/A0.004%
11/18/2025Advisory Services Network LLC1,982$88K0.0%N/A0.013%
11/17/2025Jacobs 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%
11/17/2025PharVision Advisers LLC7,208$321K0.2%N/A0.046%
11/17/2025Verition Fund Management LLC5,407$241K0.0%+11.3%0.034%
11/17/2025Quarry LP1,141$51K0.0%N/A0.007%
11/17/2025Qube Research & Technologies Ltd134,440$5.99M0.0%+64.0%0.854%
11/17/2025Punch & Associates Investment Management Inc.211,425$9.42M0.5%+59.3%1.343%
11/17/2025Mariner LLC6,067$270K0.0%-7.7%0.039%
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11/17/2025Millennium Management LLC19,532$870K0.0%N/A0.124%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,517$290K0.0%N/A0.041%
11/17/2025Bank of America Corp DE34,902$1.56M0.0%-33.5%0.222%
11/17/2025Bard Associates Inc.102,024$4.54M1.2%-4.9%0.648%
11/17/2025Boothbay Fund Management LLC9,047$403K0.0%N/A0.057%
11/17/2025Aquatic Capital Management LLC12,051$537K0.0%+162.1%0.077%
11/17/2025Ameriprise Financial Inc.480,788$21.41M0.0%+0.7%3.054%
11/14/2025Creative Planning5,551$247K0.0%+26.7%0.035%
11/14/2025Zacks Investment Management8,417$375K0.0%-9.2%0.054%
11/14/2025Credit Agricole S A46,926$2.09M0.0%N/A0.299%


CSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 157 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 140 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 1,960,871 shares in the last 24 months. This purchase volume represents approximately $87.60M 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 995,700 shares in the last 24 months. This volume of shares sold represents approximately $44.15M in transactions.


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This page (NYSE:CSV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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