Carriage Services Inc (CSV) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

517,923Shares held by institutions

$23,265,101Value of institutional holdings

78.21%Institutional ownership %

7.63%Shares Changed QoQ

159No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Carriage Services Inc (NYSE:CSV) has 150 institutional investors with active 13F positions as of December 2025.

These investors held 75.7% of outstanding shares in December 2025, down from 78.6% in September 2025.
They increased total shares held in Carriage Services by 0.47% from the prior quarter, while the number of investors in CSV decreased 1.96% year over year.
Among the 150 funds, 61 bought more Carriage Services shares, 58 sold down, and 31 held their ground.
Combined, these investors held 11.9Mn shares in CSV for December 2025, up by 56.18K shares quarter on quarter, and up 692.9K shares year over year.
FMR LLC holds the largest position in CSV at 2.36Mn shares as of December 31, 2025, or 15.01% of shares outstanding.
Top purchasers of CSV stock for the quarter ending December 2025 included RBF Capital, LLC (143.43K), MILLENNIUM MANAGEMENT LLC (116.62K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (35.27K), LAZARD ASSET MANAGEMENT LLC (35.17K), Trexquant Investment LP (28.26K).
The largest sellers of Carriage Services for the quarter ending December 2025 were Jpmorgan Chase & Co (119.77K), Regions Financial Corp (104.76K), LSV ASSET MANAGEMENT (42.69K), Allspring Global Investments Holdings, LLC (37.17K), UBS Group AG (33.58K).
Carriage Services's 10 largest shareholders as of December 2025 include FMR LLC (2.36Mn), BlackRock, Inc. (1.03Mn), VANGUARD GROUP INC (1.02Mn), DIMENSIONAL FUND ADVISORS LP (606.83K), LSV ASSET MANAGEMENT (566.43K), Ameriprise Financial Inc (481.57K), RENAISSANCE TECHNOLOGIES LLC (452.1K), GEODE CAPITAL MANAGEMENT, LLC (386.02K), State Street Corp (311.27K), RBF Capital, LLC (286.86K) per Business Quant data.

150 Institutional Holders

517,923 Total Shares Held

Rows:

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Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	4,888	0.48%	$0.00
FMR LLC	31 Dec, 2025	7,006	0.30%	$0.00
De Lisle Partners LLP	31 Dec, 2025	4,000	1.72%	$0.00
Barclays Plc	31 Dec, 2025	-18,604	-45.65%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	1,434	0.14%	$0.00
Qube Research & Technologies Ltd	31 Dec, 2025	14,731	10.96%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	-362	-3.41%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-996	-0.16%	$0.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	-37,170	-26.01%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	320	100.00%	$0.00
LSV ASSET MANAGEMENT	31 Dec, 2025	-42,690	-7.01%	$0.00
Universal- Beteiligungs- und Servicegesellschaft mbH	31 Dec, 2025	0	0.00%	$0.00
Ameriprise Financial Inc	31 Dec, 2025	782	0.16%	$0.00
Trexquant Investment LP	31 Dec, 2025	28,265	374.22%	$0.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	-31,798	-6.57%	$0.00
Nuveen, LLC	31 Dec, 2025	0	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	5,870	1.54%	$0.00
Man Group plc	31 Dec, 2025	22,619	0.00%	$0.00
State Street Corp	31 Dec, 2025	3,950	1.29%	$0.00
Linden Thomas Advisory Services, LLC	31 Dec, 2025	727	3.54%	$0.00

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