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Carriage Services (CSV) Institutional Ownership

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$36.12 -0.01 (-0.03%)
Closing price 03:59 PM Eastern
Extended Trading
$36.14 +0.02 (+0.06%)
As of 07:30 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)
80
Total
Institutional Inflows
(last 12 months)
$160.44M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$36.97M
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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
10/2/2026 Versant Capital Management Inc1,440$45K0.0%+747.1%0.009%
9/9/2026Engineers Gate Manager LP9,906$380K0.0%+57.4%0.062%
9/9/2026BayBridge Capital Group LLC10,120$388K0.2%+22.7%0.064%
8/20/2026Susquehanna International Group LLP26,989$1.04M0.0%+198.2%0.170%
8/17/2026Parvin Asset Management LLC19,170$735K0.6%N/A0.121%
8/17/2026Punch & Associates Investment Management Inc.249,404$9.56M0.5%N/A1.572%
8/17/2026Bank of America Corp DE40,187$1.54M0.0%N/A0.253%
8/15/2026Polar Asset Management Partners Inc.326,173$12.51M0.2%N/A2.055%
8/14/2026Manatuck Hill Partners LLC66,600$2.55M0.8%N/A0.420%
8/14/2026Legal & General Group Plc1,403$54K0.0%N/A0.009%
8/13/2026Connor Clark & Lunn Investment Management Ltd.8,705$334K0.0%N/A0.055%
8/12/2026Quantbot Technologies LP15,947$611K0.0%N/A0.100%
8/12/2026De Lisle Partners LLP239,593$9.19M1.0%N/A1.510%
8/12/2026Bard Associates Inc.97,068$3.72M0.8%N/A0.612%
8/12/2026Heartland Advisors Inc.207,300$7.95M0.4%N/A1.306%
8/12/2026JB Capital Partners LP71,007$2.71M0.0%N/A0.447%
8/7/2026BlackRock Inc.1,099,733$42.16M0.0%N/A6.930%
8/7/2026Deutsche Bank AG14,113$541K0.0%N/A0.089%
8/6/2026Bank of New York Mellon Corp117,913$4.52M0.0%N/A0.743%
8/6/2026State of Wyoming1,745$67K0.0%N/A0.011%
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%
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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%
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%
Financial legend: “This is bad, really bad...” (Ad)

Dr. Martin D. Weiss has publicly predicted six major American financial crashes over his 55-year career leading Weiss Ratings, the only conflict-free rating agency in the US. Now he says a $3 trillion problem could trigger a chain reaction of crashes and failures, causing a global freeze in financial markets.tc pixel

See Dr. Weiss's full warning before the next crisis hits.
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%


CSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 159 institutional investors and hedge funds held shares of Carriage Services. The most heavily invested institutionals were Vanguard Group Inc. ($45.48M), BlackRock Inc. ($42.16M), Dimensional Fund Advisors LP ($27.87M), LSV Asset Management ($23.96M), Ameriprise Financial Inc. ($21.41M), Renaissance Technologies LLC ($19.54M), and Geode Capital Management LLC ($16.33M).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 141 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: BlackRock Inc. ($1.10M), Polar Asset Management Partners Inc. ($580.44K), Punch & Associates Investment Management Inc. ($471.96K), De Lisle Partners LLP ($329.30K), Heartland Advisors Inc. ($207.30K), Allspring Global Investments Holdings LLC ($168.08K), and Millennium Management LLC ($136.15K).

Institutional investors have bought a total of 3,973,551 shares in the last 24 months. This purchase volume represents approximately $160.44M in transactions.

Of the 40 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), LSV Asset Management ($75.59K), Arrowstreet Capital Limited Partnership ($58.43K), Renaissance Technologies LLC ($56K), Allspring Global Investments Holdings LLC ($54.18K), Jacobs Levy Equity Management Inc. ($51.73K), and Heartland Advisors Inc. ($47.25K).

Institutional investors have sold a total of 839,033 shares in the last 24 months. This volume of shares sold represents approximately $36.97M in transactions.


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Institutional ownership data for NYSE:CSV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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