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 172 institutions that hold shares in the stock, with a total of 9.82 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
83
shares
|
$4,008
0.0% of portfolio
|
Q2 2025
Reduced 55.38%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
59
shares
|
$2,849
0.0% of portfolio
|
Q2 2025
Added 227.78%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
53
shares
|
$2,559
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
52
shares
|
$2,511
0.0% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
35
shares
|
$1,690
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
34
shares
|
$1,641
0.0% of portfolio
|
Q2 2025
Reduced 51.43%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
31
shares
|
$1,496
0.0% of portfolio
|
Q3 2023
Added 3.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
20
shares
|
$965
0.0% of portfolio
|
Q1 2024
Reduced 35.48%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
17
shares
|
$820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
8
shares
|
$386
0.0% of portfolio
|
Q1 2024
Reduced 99.47%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
5
shares
|
$241
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
5
shares
|
$241
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
4
shares
|
$193
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2
shares
|
$96
0.0% of portfolio
|
Q2 2025
Reduced 98.33%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|