SEC 13F Intelligence

CSVCARRIAGE SVCS INC

CUSIP 143905107 · Yahoo Finance ↗ · Google Finance ↗

Carriage Svcs Inc (CSV) has 166 institutional holders in Filings Flow’s 13F database, together reporting 12.55M shares worth $527M as of Q1 2026. The largest reported holders are FMR LLC, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
166
Q1 2026
Reported Value
$527M
Ticker
CSV
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 90Q4 ’18Q1 ’19: 83Q2 ’19: 78Q2 ’19Q3 ’19: 87Q2 ’21: 116Q2 ’21Q4 ’21: 142Q4 ’22: 107Q4 ’22Q4 ’25: 151Q1 ’26: 166Q1 ’26Q2 ’26: 10filingsflow.com
Total reported value
Q4 ’18: $2.1BQ4 ’18Q1 ’19: $2.7BQ2 ’19: $147MQ2 ’19Q3 ’19: $2.8BQ2 ’21: $1.0BQ2 ’21Q4 ’21: $2.4BQ4 ’22: $117MQ4 ’22Q4 ’25: $473MQ1 ’26: $527MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Manatuck Hill Partners, LLC$370M AUM1.57%$6M127.0KQ1 2026OLDER
De Lisle Partners LLP$836M AUM1.29%$11M236.1KQ1 2026OLDER
BARD ASSOCIATES INC$398M AUM1.13%$4M98.5KQ1 2026OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.69%$12M263.8KQ1 2026OLDER
Parvin Asset Management, LLC$139M AUM0.65%$900,41519.7KQ1 2026OLDER
JB CAPITAL PARTNERS LP$581M AUM0.56%$3M71.0KQ1 2026OLDER
Mendel Money Management$239M AUM0.52%$1M27.4KQ1 2026OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.48%$9M207.3KQ1 2026OLDER
IRONWOOD INVESTMENT MANAGEMENT LLC$240M AUM0.45%$1M23.5KQ1 2026OLDER
R Squared Ltd$182M AUM0.44%$793,34317.4KQ1 2026OLDER
MQS Management LLC$148M AUM0.43%$742,43716.7KQ3 2025OLDER
Values First Advisors, Inc.$192M AUM0.34%$657,39314.4KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.32%$7M143.4KQ1 2026OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.23%$12M254.3KQ1 2026OLDER
BayBridge Capital Group, LLC$161M AUM0.22%$348,8068.2KQ1 2026OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.19%$2M42.1KQ1 2026OLDER
SEIZERT CAPITAL PARTNERS, LLC$2.2B AUM0.18%$4M86.4KQ1 2026OLDER
NICHOLAS COMPANY, INC.$5.1B AUM0.12%$6M132.6KQ1 2026OLDER
TSA Wealth Managment LLC$309M AUM0.11%$347,3367.6KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.11%$391,9528.8KQ3 2025OLDER
North Star Investment Management Corp.$1.7B AUM0.11%$2M40.0KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.11%$5M114.2KQ1 2026OLDER
Dynamic Technology Lab Private Ltd$615M AUM0.08%$500,00011.2KQ3 2025OLDER
Rothschild Wealth LLC$1.1B AUM0.06%$634,16115.0KQ4 2025OLDER
Brooklyn Investment Group$3.2B AUM0.06%$2M40.2KQ1 2026OLDER
NFJ INVESTMENT GROUP, LLC$2.6B AUM0.05%$1M31.4KQ3 2025OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.04%$2M46.0KQ3 2025OLDER
Palouse Capital Management, Inc.$160M AUM0.04%$63,2231.6KQ2 2026
Commonwealth Financial Services, LLC$632M AUM0.04%$243,4595.3KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.04%$619,46913.6KQ1 2026OLDER
REGIONS FINANCIAL CORP$15.4B AUM0.03%$5M109.4KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$20M427.9KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.03%$222,7005.0KQ3 2025OLDER
HOHIMER WEALTH MANAGEMENT, LLC$847M AUM0.03%$218,2094.8KQ1 2026OLDER
NAVELLIER & ASSOCIATES INC$960M AUM0.02%$223,1404.9KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.02%$1M23.0KQ1 2026OLDER
WCG Wealth Advisors LLC$3.6B AUM0.02%$582,76512.8KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.02%$2M46.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$17M364.8KQ1 2026OLDER
Quarry LP$558M AUM0.01%$50,8201.1KQ3 2025OLDER
Maven Securities LTD$5.2B AUM0.01%$456,75510.8KQ4 2025OLDER
Quantbot Technologies LP$2.4B AUM0.01%$245,1495.4KQ1 2026OLDER
Boston Partners$95.5B AUM0.01%$10M208.8KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$536,75212.1KQ3 2025OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.01%$716,13115.7KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$413,72710.8KQ2 2026
Allspring Global Investments Holdings, LLC$59.7B AUM0.01%$5M99.4KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$7M148.2KQ1 2026OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.01%$260,2625.7KQ1 2026OLDER
Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM0.01%$4M89.5KQ1 2026OLDER
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.01%$323,3187.1KQ1 2026OLDER
State of Wyoming$844M AUM0.01%$58,7041.3KQ3 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.01%$28M610.3KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$109M2.38MQ1 2026OLDER
CREDIT AGRICOLE S A$38.1B AUM0.01%$2M46.9KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.01%$24M516.1KQ1 2026OLDER
T. Rowe Price Investment Management, Inc.$145M AUM0.01%$7,869172.3KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.01%$4M86.9KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.01%$3M68.3KQ1 2026OLDER
Towne Trust Company, N.A$311M AUM0.00%$13,698300Q1 2026OLDER
Magnetar Financial LLC$9.8B AUM0.00%$430,9859.4KQ1 2026OLDER
Swedbank AB$95.1B AUM0.00%$4M82.2KQ1 2026OLDER
PANAGORA ASSET MANAGEMENT INC$26.7B AUM0.00%$1M21.9KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$287,3386.3KQ1 2026OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$46,4841.0KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$245,2715.5KQ3 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$5M113.5KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.00%$241,4965.3KQ1 2026OLDER
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.00%$310,2447.3KQ4 2025OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$240,9835.7KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$327,8397.2KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$401,6718.8KQ1 2026OLDER
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$421,5289.5KQ3 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M43.1KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M91.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$54,1981.2KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$2M50.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$956,78422.6KQ4 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$178,5313.9KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M25.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$104,4342.3KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$213,0044.7KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$51,4141.1KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$791,56517.3KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$5M109.6KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$291,2656.4KQ1 2026OLDER
Point72 Europe (London) LLP$2.0B AUM0.00%$23,590530Q3 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$83,0782.0KQ4 2025OLDER
Kilter Group LLC$232M AUM0.00%$2,42053Q1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$16M355.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$5M114.3KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$407,2878.9KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$395,0968.7KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$6M125.1KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$14,611320Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$47M1.02MQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$3M63.8KQ1 2026OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$1M31.7KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$29M638.1KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$13M287.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$808,26117.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M112.5KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$410,9409.0KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$5,676124.3KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$20,227443Q1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$43M1.02MQ4 2025OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$6,518170Q2 2026
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$555,23612.5KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$14M307.7KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.00%$4,454100Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M79.0KQ1 2026OLDER
Leonteq Securities AG$2.7B AUM0.00%$11,187245Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$304,6446.7KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$311,3566.8KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$285,5576.3KQ1 2026OLDER
Basecamp Wealth Advisors LLC$469M AUM0.00%$1,86144Q2 2026
New England Capital Financial Advisors LLC$365M AUM0.00%$1,44132Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$12,785280Q1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$1M30.7KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$20,775455Q2 2026
Neuberger Berman Group LLC$131.4B AUM0.00%$485,64010.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$6M146.2KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$6M123.2KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$251,7695.5KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$11,324248Q1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$674,26114.8KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.00%$27,438600Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$8,346186Q1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$200,0824.4KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$250,0805.5KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$200,9564.4KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M37.8KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$436,8299.6KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$12,465273Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$45,6601.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$209,5585.0KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$506,00611.1KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$714,44716.9KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$328,6127.2KQ1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$3,51677Q1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M27.0KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$565,45312.4KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$336,2417.4KQ1 2026OLDER
TD ASSET MANAGEMENT INC$123.2B AUM0.00%$218,0724.8KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$212,1444.8KQ3 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$31,414688Q1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$322,5837.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$4,486117Q2 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$281,1746.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$972,64921.3KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$128,3462.8KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M33.0KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$434,5779.8KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$4,20192Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$28,401622Q1 2026OLDER
Godfrey Financial Associates, Inc.$117M AUM0.00%$852Q4 2025OLDER
Aventura Private Wealth, LLC$273M AUM0.00%$1834Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$1,87241Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,87341Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$1,14225Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$34,609758Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$378,9788.3KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$14,840325Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$413,2239.1KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$235,4115.2KQ2 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$73116Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$35,113769Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$912Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$9,315204Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$140,9993.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$3,18370Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$14,611320Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$139,0003.0KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$54,2901.2KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$35,798784Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$5,439119Q2 2026
Caitong International Asset Management Co., Ltd$541M AUM0.00%$912Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$42,966941Q2 2026
Legal & General Group Plc$432.4B AUM0.00%$57,9431.3KQ1 2026OLDER
Tortoise Investment Management, LLC$1.2B AUM0.00%$1343Q3 2025OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$461Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$22,444503Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$40,957897Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2285Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$1,35432Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$95921Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$6,725159Q4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1,46132Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2546Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$3658Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.