Latest Period
Q1 2026
Security Snapshot
CARRIAGE SERVICES INC - Common Stock (CSV) Institutional Ownership
CUSIP: 143905107
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
164
Shares (Excl. Options)
12,538,837
Price
$45.66
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- Security type / class
- Equity / Common Stock
- Symbol
- CSV on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 12,538,837
- Total 13F value
- $572,321,227
- Portfolio coverage rank
- 0%
- Share change
- +655,144
- Value change
- +$30,708,811
- Number of holders
- 164
- Shares outstanding
- 15,492,958
- SEC-reported price per share
- $48.15
- Insider filing price
- $48.15
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CSV - CARRIAGE SERVICES INC - Common Stock is tracked under CUSIP 143905107.
- 164 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 154 to 164 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $502,227,428 to $572,321,227.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 164 institutions filings for Q1 2026.
Security key
143905107
Latest holder period
Q1 2026
13F holders
164
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
CSV full holder history
CARRIAGE SERVICES INC SEC filings
CARRIAGE SERVICES INC company facts
CARRIAGE SERVICES INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 143905107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
CSV
| 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 Mar 2026, 164 institutional investors reported holding 12,538,837 shares of CARRIAGE SERVICES INC - Common Stock (CSV). This represents 81% of the company’s total 15,492,958 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
64%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 15% | 2,379,146 | +0.74% | 0.01% | $108,631,823 |
| BlackRock, Inc. | 6.6% | 1,021,118 | -0.96% | 0% | $46,624,253 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1% | 638,118 | 0% | 0% | $29,136,468 |
| DIMENSIONAL FUND ADVISORS LP | 3.9% | 610,346 | +0.58% | 0.01% | $27,867,146 |
| LSV ASSET MANAGEMENT | 3.5% | 546,727 | -3.5% | 0.05% | $24,964,000 |
| AMERIPRISE FINANCIAL INC | 3.3% | 516,061 | +7.2% | 0.01% | $23,563,346 |
| RENAISSANCE TECHNOLOGIES LLC | 2.8% | 427,900 | -5.4% | 0.03% | $19,537,914 |
| TWO SIGMA INVESTMENTS, LP | 2.4% | 364,755 | +156% | 0.01% | $16,654,713 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 355,906 | -7.8% | 0% | $16,255,453 |
| STATE STREET CORP | 2% | 307,732 | -1.1% | 0% | $14,051,043 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9% | 287,352 | 0% | 0% | $13,120,492 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.7% | 263,750 | +6.9% | 0.69% | $12,042,836 |
| Polar Asset Management Partners Inc. | 1.6% | 254,268 | 0.28% | $11,609,877 | |
| De Lisle Partners LLP | 1.5% | 236,092 | -0.06% | 1.3% | $10,765,795 |
| Boston Partners | 1.3% | 208,850 | -14% | 0.01% | $9,536,090 |
| HEARTLAND ADVISORS INC | 1.3% | 207,300 | 0% | 0.48% | $9,465,318 |
| T. Rowe Price Investment Management, Inc. | 1.1% | 172,323 | 0.01% | $7,869,000 | |
| Qube Research & Technologies Ltd | 0.96% | 148,208 | -0.65% | 0.01% | $6,767,177 |
| RBF Capital, LLC | 0.93% | 143,430 | 0% | 0.32% | $6,549,014 |
| MORGAN STANLEY | 0.87% | 135,063 | -7.6% | 0% | $6,166,987 |
| NICHOLAS COMPANY, INC. | 0.86% | 132,625 | -0.51% | 0.12% | $6,055,658 |
| Manatuck Hill Partners, LLC | 0.82% | 127,000 | -7.3% | 1.9% | $5,798,820 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.81% | 125,060 | -2.5% | 0% | $5,710,240 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.8% | 124,273 | +12% | 0% | $5,676,000 |
| JPMORGAN CHASE & CO | 0.79% | 123,165 | +0.31% | 0% | $5,521,487 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 12,538,837 | $572,321,227 | +$30,708,811 | $45.66 | 164 |
| 2025 Q4 | 11,872,700 | $502,227,428 | -$10,140,213 | $42.30 | 154 |
| 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 |