Security Snapshot

CARRIAGE SERVICES INC - Common Stock (CSV) Institutional Ownership

CUSIP: 143905107

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

153

Shares (Excl. Options)

11,872,694

Price

$42.30

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Type / Class
Equity / Common Stock
Symbol
CSV on NYSE
Shares outstanding
15,492,958
Price per share
$45.66
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,872,694
Total reported value
$502,227,174
% of total 13F portfolios
0%
Share change
-220,554
Value change
-$10,140,340
Number of holders
153
Price from insider filings
$45.66
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CSV - CARRIAGE SERVICES INC - Common Stock is tracked under CUSIP 143905107.
  • 153 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 153 to 9 between Q4 2025 and Q1 2026.
  • Reported value moved from $502,227,174 to $3,144,292.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 153 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 143905107?
CUSIP 143905107 identifies CSV - CARRIAGE SERVICES INC - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of CARRIAGE SERVICES INC - Common Stock (CSV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 14% +17% $87,325,511 +$14,569,383 2,211,892 +20% FMR LLC 31 Mar 2025
VINEYARD CAPITAL PARTNERS, L.L.C. 7.1% $46,530,000 1,100,000 VINEYARD CAPITAL PARTNERS, L.L.C. 31 Dec 2025
AMERIPRISE FINANCIAL INC 2.7% $16,753,299 424,349 Ameriprise Financial, Inc. 31 Mar 2025

As of 31 Dec 2025, 153 institutional investors reported holding 11,872,694 shares of CARRIAGE SERVICES INC - Common Stock (CSV). This represents 77% of the company’s total 15,492,958 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CARRIAGE SERVICES INC - Common Stock (CSV) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 15% 2,361,778 +0.3% 0.01% $99,903,225
BlackRock, Inc. 6.7% 1,030,991 +0.48% 0% $43,610,924
VANGUARD GROUP INC 6.6% 1,022,595 +0.14% 0% $43,255,768
DIMENSIONAL FUND ADVISORS LP 3.9% 606,826 -0.16% 0.01% $25,670,132
LSV ASSET MANAGEMENT 3.7% 566,427 -7% 0.05% $23,960,000
AMERIPRISE FINANCIAL INC 3.1% 481,570 +0.16% 0% $20,370,411
RENAISSANCE TECHNOLOGIES LLC 2.9% 452,102 -6.6% 0.03% $19,123,915
GEODE CAPITAL MANAGEMENT, LLC 2.5% 386,018 +1.5% 0% $16,332,784
STATE STREET CORP 2% 311,272 +1.3% 0% $13,166,806
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.6% 246,699 +17% 0.61% $10,435,368
Boston Partners 1.6% 243,749 +9.7% 0.01% $10,310,580
De Lisle Partners LLP 1.5% 236,231 +1.7% 1.3% $9,996,115
HEARTLAND ADVISORS INC 1.3% 207,300 0% 0.47% $8,768,790
Qube Research & Technologies Ltd 0.96% 149,171 +11% 0.01% $6,309,933
TWO SIGMA ADVISERS, LP 0.96% 148,600 +16% 0.01% $6,285,780
MORGAN STANLEY 0.94% 146,190 -16% 0% $6,183,847
RBF Capital, LLC 0.93% 143,430 0% 0.28% $6,067,089
TWO SIGMA INVESTMENTS, LP 0.92% 142,618 +15% 0.01% $6,032,741
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.89% 138,545 -9.2% 0% $5,860,454
Manatuck Hill Partners, LLC 0.88% 137,000 -9.9% 2% $5,795,100
MILLENNIUM MANAGEMENT LLC 0.88% 136,149 +597% 0% $5,759,103
NICHOLAS COMPANY, INC. 0.86% 133,310 +0.09% 0.1% $5,639,013
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.83% 128,322 -0.13% 0% $5,428,021
JPMORGAN CHASE & CO 0.79% 122,780 +1.2% 0% $5,193,594
Bank of New York Mellon Corp 0.75% 116,762 -0% 0% $4,939,037

Institutional Holders of CARRIAGE SERVICES INC - Common Stock (CSV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 69,477 $3,144,292 +$283,445 $45.66 9
2025 Q4 11,872,694 $502,227,174 -$10,140,340 $42.30 153
2025 Q3 12,103,222 $539,013,159 +$8,642,631 $44.54 171
2025 Q2 11,911,514 $544,842,404 +$19,972,559 $45.74 157
2025 Q1 11,533,728 $446,957,725 +$26,087,204 $38.75 153
2024 Q4 10,940,050 $436,024,505 +$18,382,101 $39.85 151
2024 Q3 10,456,012 $343,265,085 +$15,727,888 $32.83 143
2024 Q2 10,035,081 $269,341,302 +$2,690,072 $26.84 133
2024 Q1 9,936,695 $268,679,052 -$5,378,767 $27.04 129
2023 Q4 10,066,658 $251,723,719 -$4,674,820 $25.01 114
2023 Q3 10,258,084 $289,835,080 +$473,044 $28.25 119
2023 Q2 10,219,009 $331,791,231 -$9,913,134 $32.47 116
2023 Q1 10,542,234 $321,704,729 +$14,152,960 $30.52 122
2022 Q4 10,093,251 $277,995,560 -$23,222,203 $27.54 120
2022 Q3 10,661,695 $342,869,398 -$25,296,146 $32.16 113
2022 Q2 11,164,275 $442,490,894 -$11,070,685 $39.65 135
2022 Q1 11,625,782 $619,948,838 -$26,252,710 $53.33 151
2021 Q4 12,053,964 $776,799,448 -$24,945,965 $64.44 155
2021 Q3 12,479,424 $556,731,151 -$37,781,135 $44.59 132
2021 Q2 13,442,381 $498,739,130 -$3,168,433 $36.97 135
2021 Q1 13,519,836 $475,797,133 +$15,483,841 $35.19 131
2020 Q4 13,114,764 $410,554,100 +$879,715 $31.32 126
2020 Q3 12,798,365 $285,530,730 -$8,002,803 $22.31 113
2020 Q2 13,259,403 $240,257,933 -$4,798,875 $18.12 115
2020 Q1 13,603,428 $219,680,633 -$11,447,113 $16.15 113
2019 Q4 14,089,615 $360,687,765 +$1,468,741 $25.60 124
2019 Q3 13,685,978 $279,743,442 -$3,156,923 $20.44 107
2019 Q2 13,882,303 $263,895,047 -$1,434,335 $19.01 98
2019 Q1 14,296,719 $275,222,071 +$7,596,487 $19.25 102
2018 Q4 13,940,688 $216,075,864 -$25,545,491 $15.50 109
2018 Q3 15,293,482 $329,560,725 +$1,760,800 $21.55 113
2018 Q2 15,050,469 $369,490,624 +$13,835,227 $24.55 117
2018 Q1 14,435,031 $399,266,135 +$9,679,964 $27.66 122
2017 Q4 14,234,400 $366,041,095 -$7,087,091 $25.71 114
2017 Q3 14,406,164 $368,813,685 -$2,708,627 $25.60 116
2017 Q2 14,478,780 $390,347,732 +$9,090,901 $26.96 120
2017 Q1 14,120,478 $382,928,212 +$32,611,397 $27.12 116
2016 Q4 14,000,959 $400,404,814 +$22,155,155 $28.64 118
2016 Q3 13,045,047 $308,512,802 +$3,413,635 $23.65 113
2016 Q2 12,521,032 $296,488,086 +$3,344,288 $23.68 109
2016 Q1 13,001,518 $280,939,000 +$8,890,388 $21.61 105
2015 Q4 12,548,933 $302,411,379 -$13,327,286 $24.10 115
2015 Q3 13,085,906 $282,398,629 -$10,125,580 $21.59 108
2015 Q2 13,563,254 $323,887,960 +$15,640,223 $23.88 119
2015 Q1 12,908,375 $307,874,050 +$16,320,160 $23.87 101
2014 Q4 12,240,116 $256,779,244 +$3,236,716 $20.95 92
2014 Q3 11,873,664 $205,745,516 -$6,905,864 $17.33 89
2014 Q2 12,240,657 $209,597,884 -$7,248,736 $17.13 87
2014 Q1 12,588,478 $229,578,376 +$34,659,285 $18.24 82