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 179 institutions that hold shares in the stock, with a total of 9.94 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
245
shares
|
$10,116
0.0% of portfolio
|
Q2 2025
Added 105.88%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
238
shares
|
$9,827
0.0% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
167
shares
|
$6,895
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
165
shares
|
$6,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
100
shares
|
$4,129
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
93
shares
|
$3,839
0.0% of portfolio
|
Q4 2025
Reduced 15.45%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
83
shares
|
$3,427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
59
shares
|
$2,436
0.0% of portfolio
|
Q2 2025
Added 227.78%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
54
shares
|
$2,229
0.0% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
53
shares
|
$2,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
52
shares
|
$2,147
0.0% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
41
shares
|
$1,692
0.0% of portfolio
|
Q2 2025
Added 482.93%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
34
shares
|
$1,403
0.0% of portfolio
|
Q2 2025
Reduced 51.43%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
32
shares
|
$1,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
31
shares
|
$1,279
0.0% of portfolio
|
Q3 2023
Added 3.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
30
shares
|
$1,238
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
27
shares
|
$1,114
0.0% of portfolio
|
Q3 2025
Added 35.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
26
shares
|
$1,073
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
17
shares
|
$701
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8
shares
|
$330
0.0% of portfolio
|
Q1 2024
Reduced 99.47%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
7
shares
|
$289
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6
shares
|
$247
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
4
shares
|
$165
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
3
shares
|
$123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2
shares
|
$82
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|