Security Snapshot

CARRIAGE SERVICES INC - Carriage Services Inc Common Stock par value $0.01 per share (CSV) Institutional Ownership

CUSIP: 143905107

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

158

Shares (Excl. Options)

13,503,733

Price

$38.34

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+990,208
Value change
+$36,537,054
Number of holders
158
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
15,492,958
SEC-reported price per share
$40.84
Insider filing price
$40.84
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • CSV - CARRIAGE SERVICES INC - Carriage Services Inc Common Stock par value $0.01 per share is tracked under CUSIP 143905107.
  • 158 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 165 to 158 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $572,322,369 to $517,879,413.

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

Latest holder context comes from 158 institutions filings for Q2 2026.

Open SEC evidence

Security key

143905107

Latest holder period

Q2 2026

13F holders

158

13D/G owners

3

CIK / CUSIP context first

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
AMERIPRISE FINANCIAL INC 2.7% $16,753,299 424,349 Ameriprise Financial, Inc. 31 Mar 2025
VINEYARD CAPITAL PARTNERS, L.L.C. 0.3% -97% $1,602,612 -$40,571,388 41,800 -96% VINEYARD CAPITAL PARTNERS, L.L.C. 13 Feb 2026

As of 30 Jun 2026, 158 institutional investors reported holding 13,503,733 shares of CARRIAGE SERVICES INC - Carriage Services Inc Common Stock par value $0.01 per share (CSV). This represents 87% 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
70%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FMR LLC 15% 2,380,839 +0.07% 0% $91,281,380
BlackRock, Inc. 7.1% 1,099,733 +7.7% 0% $42,163,764
T. Rowe Price Investment Management, Inc. 4.7% 725,953 +321% 0.02% $27,834,000
VANGUARD CAPITAL MANAGEMENT LLC 4.2% 644,644 +1% 0% $24,715,651
DIMENSIONAL FUND ADVISORS LP 4.1% 633,970 +3.9% 0% $24,307,021
AMERIPRISE FINANCIAL INC 3.5% 545,021 +5.6% 0% $20,896,106
LSV ASSET MANAGEMENT 3.5% 542,927 -0.7% 0.04% $20,816,000
RENAISSANCE TECHNOLOGIES LLC 2.8% 437,125 +2.2% 0.02% $16,759,373
GEODE CAPITAL MANAGEMENT, LLC 2.5% 380,262 +6.8% 0% $14,583,542
Polar Asset Management Partners Inc. 2.1% 326,173 +28% 0.23% $12,505,473
STATE STREET CORP 2% 309,391 +0.54% 0% $11,862,051
TWO SIGMA INVESTMENTS, LP 2% 303,115 -17% 0.01% $11,621,429
VANGUARD PORTFOLIO MANAGEMENT LLC 1.9% 298,879 +4% 0% $11,459,021
Boston Partners 1.6% 253,505 +21% 0.01% $9,719,380
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.6% 249,404 -5.4% 0.47% $9,562,151
De Lisle Partners LLP 1.5% 239,593 +1.5% 1% $9,190,787
HEARTLAND ADVISORS INC 1.3% 207,300 0% 0.35% $7,947,882
MORGAN STANLEY 1.2% 191,346 +42% 0% $7,336,214
Qube Research & Technologies Ltd 1.2% 182,905 +23% 0.01% $7,012,578
PRICE T ROWE ASSOCIATES INC /MD/ 1% 157,231 +27% 0% $6,030,000
Swedbank AB 0.95% 147,525 +79% 0% $5,656,109
RBF Capital, LLC 0.93% 143,430 0% 0.23% $5,499,106
NICHOLAS COMPANY, INC. 0.86% 132,700 +0.06% 0.09% $5,087,718
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.83% 128,001 +2.4% 0% $4,907,558
NORTHERN TRUST CORP 0.77% 119,177 +5.9% 0% $4,569,247

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 13,503,733 $517,879,413 +$36,537,054 $38.34 158
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
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