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Carriage Services (CSV) Institutional Ownership

Carriage Services logo
$33.83 -0.03 (-0.09%)
As of 09/4/2026 03:58 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)
79
Total
Institutional Inflows
(last 12 months)
$164.32M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$37.08M
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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
8/24/2026 California State Teachers Retirement System7,553$290K0.0%+882.2%0.048%
8/20/2026 Susquehanna International Group LLP26,989$1.04M0.0%+198.2%0.170%
8/17/2026 Parvin Asset Management LLC19,170$735K0.6%N/A0.121%
8/17/2026 Punch & Associates Investment Management Inc.249,404$9.56M0.5%N/A1.572%
8/17/2026 Bank of America Corp DE40,187$1.54M0.0%N/A0.253%
8/15/2026 Polar Asset Management Partners Inc.326,173$12.51M0.2%N/A2.055%
8/14/2026 Manatuck Hill Partners LLC66,600$2.55M0.8%N/A0.420%
8/14/2026 Legal & General Group Plc1,403$54K0.0%N/A0.009%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.8,705$334K0.0%N/A0.055%
8/12/2026 Quantbot Technologies LP15,947$611K0.0%N/A0.100%
8/12/2026 De Lisle Partners LLP239,593$9.19M1.0%N/A1.510%
8/12/2026 Bard Associates Inc.97,068$3.72M0.8%N/A0.612%
8/12/2026 Heartland Advisors Inc.207,300$7.95M0.4%N/A1.306%
8/12/2026 JB Capital Partners LP71,007$2.71M0.0%N/A0.447%
8/7/2026 BlackRock Inc.1,099,733$42.16M0.0%N/A6.930%
8/7/2026 Deutsche Bank AG14,113$541K0.0%N/A0.089%
8/6/2026 Bank of New York Mellon Corp117,913$4.52M0.0%N/A0.743%
8/6/2026 State of Wyoming1,745$67K0.0%N/A0.011%
6/16/2026 Empowered Funds LLC4,665$213K0.0%N/A0.029%
6/2/2026 Optiver Holding B.V.941$43K0.0%+2,195.1%0.006%
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%
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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%
3/9/2026 EMC 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%
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%
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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%


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 4,060,460 shares in the last 24 months. This purchase volume represents approximately $164.32M in transactions.

Of the 42 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 841,324 shares in the last 24 months. This volume of shares sold represents approximately $37.08M in transactions.


Related Companies

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 8/24/2026. New 13F filings are added each quarter as they're published.
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