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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$42,690
0.0% of portfolio
|
Q4 2021
Added 42.86%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
990
shares
|
$42,263
0.0% of portfolio
|
Q2 2024
Reduced 92.65%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
866
shares
|
$36,969
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
774
shares
|
$33,042
0.0% of portfolio
|
Q2 2025
Reduced 24.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
669
shares
|
$28,559
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
600
shares
|
$25,614
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
600
shares
|
$25,614
0.0% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
475
shares
|
$20,277
0.0% of portfolio
|
Q2 2025
Added 218.79%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
455
shares
|
$19,423
0.0% of portfolio
|
Q1 2024
Reduced 76.07%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
443
shares
|
$18,911
0.0% of portfolio
|
Q2 2025
Added 325.96%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
353
shares
|
$15,069
0.0% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
300
shares
|
$12,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
248
shares
|
$10,587
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
246
shares
|
$10,501
0.0% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
245
shares
|
$10,459
0.0% of portfolio
|
Q2 2025
Added 105.88%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
239
shares
|
$10,202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
176
shares
|
$7,513
0.0% of portfolio
|
Q2 2025
Reduced 46.34%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
166
shares
|
$7,086
0.0% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
165
shares
|
$7,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
134
shares
|
$5,720
0.0% of portfolio
|
Q2 2025
Added 1240.0%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
100
shares
|
$4,269
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
96
shares
|
$4,098
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
83
shares
|
$3,543
0.0% of portfolio
|
Q2 2025
Reduced 55.38%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
59
shares
|
$2,518
0.0% of portfolio
|
Q2 2025
Added 227.78%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
53
shares
|
$2,262
0.0% of portfolio
|
Q2 2025
New holding
|