Latest Period
Q2 2026
Security Snapshot
CARRIAGE SERVICES INC - Common Stock (CSV) Institutional Ownership
CUSIP: 143905107
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
57
Shares (Excl. Options)
3,330,545
Price
$38.34
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- Security type / class
- Equity / Common Stock
- Symbol
- CSV on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 3,330,545
- Total 13F value
- $127,692,340
- Portfolio coverage rank
- 0%
- Share change
- +296,302
- Value change
- +$11,041,264
- Number of holders
- 57
- Shares outstanding
- 15,492,958
- SEC-reported price per share
- $38.34
- Insider filing price
- $38.34
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.
- 57 institutions reported positions in Q2 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 165 to 57 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $572,322,369 to $127,692,340.
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 57 institutions filings for Q2 2026.
Security key
143905107
Latest holder period
Q2 2026
13F holders
57
13D/G owners
3
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 57 institutional investors reported holding 3,330,545 shares of CARRIAGE SERVICES INC - Common Stock (CSV). This represents 21% 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
22%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7.1% | 1,099,733 | +7.7% | 0% | $42,163,764 |
| LSV ASSET MANAGEMENT | 3.5% | 542,927 | -0.7% | 0.04% | $20,816,000 |
| STATE STREET CORP | 2% | 309,391 | +0.54% | 0% | $11,862,051 |
| Boston Partners | 1.6% | 253,505 | +21% | 0.01% | $9,719,380 |
| Swedbank AB | 0.95% | 147,525 | +79% | 0% | $5,656,109 |
| NICHOLAS COMPANY, INC. | 0.86% | 132,700 | +0.06% | 0.09% | $5,087,718 |
| Bank of New York Mellon Corp | 0.76% | 117,913 | +3.1% | 0% | $4,520,791 |
| REGIONS FINANCIAL CORP | 0.71% | 109,384 | 0% | 0.03% | $4,193,783 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 0.68% | 105,535 | +37% | 0.17% | $4,046,000 |
| SEIZERT CAPITAL PARTNERS, LLC | 0.6% | 93,720 | +8.5% | 0.15% | $3,593,225 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.58% | 89,477 | 0% | 0.01% | $3,430,548 |
| LPL Financial LLC | 0.38% | 58,391 | -8.4% | 0% | $2,238,724 |
| OAK RIDGE INVESTMENTS LLC | 0.33% | 50,381 | 0.11% | $1,931,608 | |
| Linden Thomas Advisory Services, LLC | 0.3% | 47,230 | +12% | 0.15% | $1,810,798 |
| PANAGORA ASSET MANAGEMENT INC | 0.3% | 46,246 | +111% | 0.01% | $1,773,072 |
| North Star Investment Management Corp. | 0.26% | 40,000 | 0% | 0.08% | $1,533,600 |
| Mendel Money Management | 0.17% | 26,840 | -2% | 0.38% | $1,029,046 |
| TD Asset Management Inc | 0.15% | 23,914 | +401% | 0% | $916,863 |
| Campbell & CO Investment Adviser LLC | 0.12% | 18,689 | +38% | 0.04% | $716,536 |
| Values First Advisors, Inc. | 0.09% | 14,132 | -1.8% | 0.25% | $541,815 |
| DEUTSCHE BANK AG\ | 0.09% | 14,113 | +14% | 0% | $541,092 |
| R Squared Ltd | 0.08% | 12,129 | -30% | 0.24% | $465,025 |
| Y-Intercept (Hong Kong) Ltd | 0.07% | 10,791 | +33% | 0.01% | $413,727 |
| BayBridge Capital Group, LLC | 0.07% | 10,120 | +23% | 0.2% | $388,001 |
| Janney Montgomery Scott LLC | 0.06% | 9,872 | -0.67% | 0% | $378,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 3,330,545 | $127,692,340 | +$11,041,264 | $38.34 | 57 |
| 2026 Q1 | 12,538,862 | $572,322,369 | +$30,707,943 | $45.66 | 165 |
| 2025 Q4 | 11,872,744 | $502,229,289 | -$10,140,213 | $42.30 | 155 |
| 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 |