Carriage Services CSV Institutional Ownership

NYSE CSV

$36.26 -0.05 (-0.14%)

As of: Oct 21, 2026 · 11:34 AM EDT

Institutions by Trading Activity

159 Institutions

Increased 85 53.5%

Unchanged 31 19.5%

Reduced 43 27.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

84.94%

▲+5.94 pp QoQ

Shares Held by Institutions

13.49Mn

of 15.88Mn outstanding

▲+7.59% QoQ

Shares Outstanding

15.88Mn

2.39Mn held outside 13F filers

Institutional Investors

159

filed 13F for Jun 2026

▼-7 vs prior quarter

Net Shares Added (QoQ)

+951.88K

accumulated since last quarter

Value of Holdings

$487.29Mn

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

Updated Oct 11, 2026

Carriage Services Inc (NYSE:CSV) counted 159 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

These investors held 84.94% of Carriage Services' outstanding shares at the end of Q2 2026, up from 79.00% in Q1 2026.
Total shares held in Carriage Services rose 7.59% from Q1 2026, while the number of holders was unchanged from Q2 2025.
Looking at the 159 holders of CSV individually, 85 added to their positions, 43 reduced their stakes and 31 left their positions unchanged.
Institutional investors held 13.49Mn shares of Carriage Services in total at the end of Q2 2026, up 951.88K from the prior quarter and up 1.77Mn from a year earlier.
FMR LLC was the top holder of Carriage Services as of June 30, 2026, with 2.38Mn shares, or 14.99% of shares outstanding.
Among holders that already owned Carriage Services, the biggest buyers in Q2 2026 were T. Rowe Price Investment Management, Inc. (+553.63K shares), BlackRock, Inc. (+78.61K shares), Polar Asset Management Partners Inc. (+71.91K shares), Swedbank AB (+65.33K shares) and Morgan Stanley (+56.28K shares).
The largest position reductions in CSV for Q2 2026 were by Two Sigma Investments, LP (-61.64K shares), Manatuck Hill Partners, LLC (-60.4K shares), Millennium Management LLC (-56K shares), Arrowstreet Capital, Limited Partnership (-34.05K shares) and Allspring Global Investments Holdings, LLC (-21.36K shares).
Per Business Quant, the top 10 investors in CSV for the quarter ended June 30, 2026 were FMR LLC (2.38Mn shares), BlackRock, Inc. (1.1Mn shares), T. Rowe Price Investment Management, Inc. (725.95K shares), Vanguard Capital Management LLC (644.64K shares), Dimensional Fund Advisors LP (633.97K shares), Ameriprise Financial Inc (545.02K shares), LSV Asset Management (542.93K shares), Renaissance Technologies LLC (437.12K shares), Geode Capital Management, LLC (380.26K shares) and Polar Asset Management Partners Inc. (326.17K shares).

Form 13F Holdings

159 Institutional Holders

Report period 30 Jun, 2026

Total shares held 13.49Mn

Of outstanding 84.94%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	2,380,839	14.99%	▲1,693	+0.07%	$91.28Mn
2	BlackRock, Inc.	0002012383	1,099,733	6.92%	▲78,615	+7.70%	$42.16Mn
3	T. Rowe Price Investment Management, Inc.	0001897612	725,953	4.57%	▲553,630	+321.27%	$27.83K
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	644,644	4.06%	▲6,526	+1.02%	$24.72Mn
5	DIMENSIONAL FUND ADVISORS LP	0000354204	633,970	3.99%	▲23,624	+3.87%	$24.31Mn
6	Ameriprise Financial Inc	0000820027	545,021	3.43%	▲28,960	+5.61%	$20.90Mn
7	LSV ASSET MANAGEMENT	0001050470	542,927	3.42%	▼3,800	-0.70%	$20.82K
8	RENAISSANCE TECHNOLOGIES LLC	0001037389	437,125	2.75%	▲9,225	+2.16%	$16.76Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	380,262	2.39%	▲24,356	+6.84%	$14.58Mn
10	Polar Asset Management Partners Inc.	0001326389	326,173	2.05%	▲71,905	+28.28%	$12.51Mn
11	State Street Corp	0000093751	309,391	1.95%	▲1,659	+0.54%	$11.86Mn
12	TWO SIGMA INVESTMENTS, LP	0001179392	303,115	1.91%	▼61,640	-16.90%	$11.62Mn
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	298,879	1.88%	▲11,527	+4.01%	$11.46Mn
14	Boston Partners	0001386060	253,505	1.60%	▲44,655	+21.38%	$9.72Mn
15	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0001238990	249,404	1.57%	▼14,346	-5.44%	$9.56Mn
16	De Lisle Partners LLP	0002011184	239,593	1.51%	▲3,501	+1.48%	$9.19Mn
17	HEARTLAND ADVISORS INC	0000937394	207,300	1.31%	0	0.00%	$7.95Mn
18	Morgan Stanley	0000895421	191,346	1.20%	▲56,283	+41.67%	$7.34Mn
19	Qube Research & Technologies Ltd	0001729829	182,905	1.15%	▲34,697	+23.41%	$7.01Mn
20	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	157,231	0.99%	▲32,958	+26.52%	$6.03K

Showing 1 to 20 of 159 holders