Institutional Ownership Carriage Services Inc (CSV)
This table provides information about the institutional ownership of Carriage Services Inc (CSV). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 9.78 Million shares, which have been reported (via 13F filing form) to have a value of $417 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
32,261
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
30,573
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,227
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
30,207
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 107.32%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
28,647
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Penn Mutual Asset Management, LLC
Horsham, PA |
Aug 14, 2025 Q2 2025 |
28,468
shares
|
$1.22 Million
4.01% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,899
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
27,169
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eam Investors, LLC
Solana Beach, CA |
Aug 12, 2025 Q2 2025 |
24,164
shares
|
$1.03 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,120
shares
|
$986,992
0.0% of portfolio
|
Q2 2025
Added 30.1%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
21,856
shares
|
$933,032
0.0% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
20,967
shares
|
$895,081
0.0% of portfolio
|
Q2 2025
Reduced 39.48%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
19,654
shares
|
$839,029
0.1% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
19,203
shares
|
$819,776
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
18,849
shares
|
$804,663
0.0% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
18,382
shares
|
$784,727
0.0% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
17,506
shares
|
$747,331
0.45% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
17,475
shares
|
$746,007
0.8% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
16,890
shares
|
$721,034
0.0% of portfolio
|
Q2 2025
Added 33.1%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
14,469
shares
|
$617,681
0.0% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
14,311
shares
|
$610,936
0.09% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
13,804
shares
|
$589,292
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
13,777
shares
|
$588,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
13,759
shares
|
$587,371
0.0% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,565
shares
|
$579,089
0.0% of portfolio
|
Q2 2025
Added 6.71%
|