Carriage Services Inc (CSV) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

15,784,566Shares Outstanding

623,956Shares held by institutions

$27,404,148Value of institutional holdings

75.22%Institutional ownership %

2.88%Shares Changed QoQ

146No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 146 institutional investors hold a position in Carriage Services Inc (NYSE:CSV).

Carriage Services saw its institutional ownership percentage fell to 75.2% in December 2025 from 76.6% in September 2025.
Institutional share ownership changed by 2.88% QoQ, while the number of institutional owners saw a decrease of 3.95% YoY.
Among the 146 institutional holders of Carriage Services, 62 added to their stakes while 52 trimmed their positions and 32 held steady.
The total number of shares held by institutions in Carriage Services increased to 11.87Mn as of December 2025, a net change of up by 331.96K shares quarter on quarter, and up 932.80K shares year over year.
With 2.36Mn shares, FMR LLC commands the largest institutional position in Carriage Services as of December 31, 2025, equating to 14.96% of the company.
Among the most significant buyers of Carriage Services during December 2025 were 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 (28.27K).
Leading sellers of Carriage Services stock in December 2025 included LSV ASSET MANAGEMENT (42.69K), Allspring Global Investments Holdings, LLC (37.17K), UBS Group AG (33.58K), RENAISSANCE TECHNOLOGIES LLC (31.80K), MORGAN STANLEY (27.84K).
The top 10 institutional holders of Carriage Services for the quarter ending December 2025 included 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 (452.10K), GEODE CAPITAL MANAGEMENT, LLC (386.02K), STATE STREET CORP (311.27K), RBF Capital, LLC (286.86K).

146 Institutional Holders

623,956 Total Shares Held

Rows:

Download Data

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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