Carriage Services CSV Institutional Ownership

NYSE CSV

$31.12 +0.18 (+0.58%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

160 Institutions

Increased 86 53.8%

Unchanged 31 19.4%

Reduced 43 26.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

87.02%

▲+6.47 pp QoQ

Shares Held by Institutions

13.62Mn

of 15.65Mn outstanding

▲+10.62% QoQ

Shares Outstanding

15.65Mn

2.03Mn held outside 13F filers

Institutional Investors

160

filed 13F for Jun 2026

▼-6 vs prior quarter

Net Shares Added (QoQ)

+1.31Mn

accumulated since last quarter

Value of Holdings

$423.82Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Carriage Services Inc (NYSE:CSV) showed up in the 13F filings of 160 institutional investors as of June 2026.

They owned 87.0% of outstanding stock in June 2026, up from 80.5% the prior quarter.
Their total shares held in CSV increased 10.62% quarter over quarter, and separately, investors owning Carriage Services stayed flat from a year ago.
Activity in CSV broke down as 86 buyers, 43 sellers, and 31 unchanged among 160 total holders.
The aggregate institutional position in Carriage Services amounted to 13.62Mn shares as of June 2026, up by 1.31Mn shares quarter on quarter, and up 1.89Mn shares year over year.
FMR LLC leads ownership in CSV with 2.38Mn shares as of June 30, 2026, equal to 15.21% of outstanding shares.
Leading buyers of Carriage Services shares for the quarter ending June 2026 were T. Rowe Price Investment Management, Inc. (553.63K), Sixth Street Partners Management Company, L.P. (128.0K), BlackRock, Inc. (78.61K), Polar Asset Management Partners Inc. (71.9K), Swedbank AB (65.32K).
The largest sales of CSV for the quarter ending June 2026 came from TWO SIGMA INVESTMENTS, LP (61.64K), Manatuck Hill Partners, LLC (60.4K), MILLENNIUM MANAGEMENT LLC (56.0K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (34.05K), Allspring Global Investments Holdings, LLC (21.36K).
Per Business Quant data, the top 10 holders of Carriage Services for the quarter ending June 2026 are FMR LLC (2.38Mn), BlackRock, Inc. (1.1Mn), T. Rowe Price Investment Management, Inc. (725.95K), VANGUARD CAPITAL MANAGEMENT LLC (644.64K), DIMENSIONAL FUND ADVISORS LP (633.97K), Ameriprise Financial Inc (545.02K), LSV ASSET MANAGEMENT (542.93K), RENAISSANCE TECHNOLOGIES LLC (437.12K), GEODE CAPITAL MANAGEMENT, LLC (380.26K), Polar Asset Management Partners Inc. (326.17K).

Form 13F Holdings

160 Institutional Holders

Report period 30 Jun, 2026

Total shares held 13.62Mn

Of outstanding 87.02%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	2,380,839	15.21%	▲1,693	+0.07%	$91.28Mn
2	BlackRock, Inc.	0002012383	1,099,733	7.03%	▲78,615	+7.70%	$42.16Mn
3	T. Rowe Price Investment Management, Inc.	0001897612	725,953	4.64%	▲553,630	+321.27%	$27.83K
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	644,644	4.12%	▲6,526	+1.02%	$24.72Mn
5	DIMENSIONAL FUND ADVISORS LP	0000354204	633,970	4.05%	▲23,624	+3.87%	$24.31Mn
6	Ameriprise Financial Inc	0000820027	545,021	3.48%	▲28,960	+5.61%	$20.90Mn
7	LSV ASSET MANAGEMENT	0001050470	542,927	3.47%	▼3,800	-0.70%	$20.82K
8	RENAISSANCE TECHNOLOGIES LLC	0001037389	437,125	2.79%	▲9,225	+2.16%	$16.76Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	380,262	2.43%	▲24,356	+6.84%	$14.58Mn
10	Polar Asset Management Partners Inc.	0001326389	326,173	2.08%	▲71,905	+28.28%	$12.51Mn
11	State Street Corp	0000093751	309,391	1.98%	▲1,659	+0.54%	$11.86Mn
12	TWO SIGMA INVESTMENTS, LP	0001179392	303,115	1.94%	▼61,640	-16.90%	$11.62Mn
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	298,879	1.91%	▲11,527	+4.01%	$11.46Mn
14	Boston Partners	0001386060	253,505	1.62%	▲44,655	+21.38%	$9.72Mn
15	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	249,404	1.59%	▼14,346	-5.44%	$9.56Mn
16	De Lisle Partners LLP	0002011184	239,593	1.53%	▲3,501	+1.48%	$9.19Mn
17	HEARTLAND ADVISORS INC	0000937394	207,300	1.32%	0	0.00%	$7.95Mn
18	Morgan Stanley	0000895421	191,346	1.22%	▲56,283	+41.67%	$7.34Mn
19	Qube Research & Technologies Ltd	0001729829	182,905	1.17%	▲34,697	+23.41%	$7.01Mn
20	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	157,231	1.00%	▲32,958	+26.52%	$6.03K

Showing 1 to 20 of 160 holders