Carriage Services Inc (CSV) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

15,732,000Shares Outstanding

11,962,941Shares held by institutions

$603,410,744Value of institutional holdings

76.04%Institutional ownership %

0.62%Shares Changed QoQ

150No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Carriage Services Inc (NYSE:CSV) appears in 150 institutional 13F filings for the quarter ending December 2025.

These investors collectively held 75.7% of Carriage Services's outstanding shares in December 2025, down from 78.6% in September 2025.
They increased total shares held in Carriage Services by 0.47% from last quarter, and the number of investors in CSV decreased 1.96% annually.
Among the 150 funds, 61 bought more Carriage Services shares, 58 sold down, and 31 held their ground.
Altogether, these fund groups held 11.9Mn shares in CSV by December 2025, up by 56.18K shares quarter on quarter, and up 692.9K shares year over year.
As of December 31, 2025, the biggest holder of Carriage Services is Linden Thomas Advisory Services, LLC at 42.06K shares, representing 0.27% of shares outstanding.
The biggest buyers of Carriage Services for the quarter ending December 2025 included North Star Investment Management Corp. (27.0K), Linden Thomas Advisory Services, LLC (20.82K), Janney Montgomery Scott LLC (321), SALEM INVESTMENT COUNSELORS INC (248), Values First Advisors, Inc. (140).
The largest sales of CSV for the quarter ending December 2025 came from SG Americas Securities, LLC (15.17K), Palouse Capital Management, Inc. (272), GAMMA Investing LLC (10), Sterling Capital Management LLC (3).
Per Business Quant data, the top 10 holders of Carriage Services for the quarter ending December 2025 are Linden Thomas Advisory Services, LLC (42.06K), North Star Investment Management Corp. (40.0K), Values First Advisors, Inc. (14.4K), Janney Montgomery Scott LLC (9.94K), BayBridge Capital Group, LLC (8.25K), SG Americas Securities, LLC (3.84K), Palouse Capital Management, Inc. (1.76K), State of Alaska, Department of Revenue (834), Towne Trust Company, N.A (300), IFP Advisors, Inc (273).

150 Institutional Holders

11,962,941 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
FMR LLC	31 Dec, 2025	2,361,778	7,006	0.30%	$99,903,225.00
BlackRock, Inc.	31 Dec, 2025	1,030,991	4,888	0.48%	$43,610,924.00
VANGUARD GROUP INC	31 Dec, 2025	1,022,595	1,434	0.14%	$43,255,768.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	606,826	-996	-0.16%	$25,670,132.00
LSV ASSET MANAGEMENT	31 Dec, 2025	566,427	-42,690	-7.01%	$23,960.00
Ameriprise Financial Inc	31 Dec, 2025	481,570	782	0.16%	$20,370,411.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	452,102	-31,798	-6.57%	$19,123,915.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	386,018	5,870	1.54%	$16,332,784.00
State Street Corp	31 Dec, 2025	311,272	3,950	1.29%	$13,166,806.00
RBF Capital, LLC	31 Dec, 2025	286,860	143,430	100.00%	$12,134,178.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Dec, 2025	246,699	35,274	16.68%	$10,435,368.00
Boston Partners	31 Dec, 2025	243,749	21,619	9.73%	$10,310,580.00
De Lisle Partners LLP	31 Dec, 2025	236,231	4,000	1.72%	$9,996,115.00
HEARTLAND ADVISORS INC	31 Dec, 2025	207,300	0	0.00%	$8,768,790.00
Qube Research & Technologies Ltd	31 Dec, 2025	149,171	14,731	10.96%	$6,309,933.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	148,600	20,800	16.28%	$6,285,780.00
Morgan Stanley	31 Dec, 2025	146,190	-27,839	-16.00%	$6,183,847.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	142,618	18,351	14.77%	$6,032,741.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	138,545	-14,016	-9.19%	$5,860,454.00
Manatuck Hill Partners, LLC	31 Dec, 2025	137,000	-15,000	-9.87%	$5,795,100.00

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