Who Owns Carriage Services, Inc. (CSV)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$5.900038589300003e+202T
% of Float Held
1.0029887784274222e+275%
QoQ Change in Holders
+15 / -3
Price History
CSV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Allspring Global Investments Holdings, LLC | New Position | +106K | +$4.5M |
| Bank of New York Mellon Corp | New Position | +117K | +$4.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | New Position | +89K | +$3.8M |
| SEIZERT CAPITAL PARTNERS, LLC | New Position | +86K | +$3.6M |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | New Position | +77K | +$3.2M |
| Sanctuary Advisors, LLC | New Position | +30K | +$1.2M |
| LAZARD ASSET MANAGEMENT LLC | New Position | +35K | +$1.0M |
| IRONWOOD INVESTMENT MANAGEMENT LLC | New Position | +23K | +$992K |
| Linden Thomas Advisory Services, LLC | New Position | +21K | +$898K |
| SG Americas Securities, LLC | New Position | +19K | +$804K |
| Values First Advisors, Inc. | New Position | +14K | +$603K |
| North Star Investment Management Corp. | New Position | +13K | +$549K |
| PRINCIPAL FINANCIAL GROUP INC | New Position | +13K | +$544K |
| Maven Securities LTD | New Position | +11K | +$456K |
| NAVELLIER & ASSOCIATES INC | New Position | +5K | +$212K |
CSV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | Decreased | -996 | -$27.0B |
| RENAISSANCE TECHNOLOGIES LLC | Decreased | -32K | -$21.5B |
| MORGAN STANLEY | Decreased | -28K | -$7.7B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Decreased | -14K | -$6.8B |
| Manatuck Hill Partners, LLC | Decreased | -15K | -$6.8B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Decreased | -168 | -$5.7B |
| NORTHERN TRUST CORP | Decreased | -6K | -$5.1B |
| KENNEDY CAPITAL MANAGEMENT LLC | Decreased | -800 | -$5.0B |
| BARD ASSOCIATES INC | Decreased | -2K | -$4.5B |
| Assenagon Asset Management S.A. | Closed Position | -87K | -$3.9B |
| GOLDMAN SACHS GROUP INC | Decreased | -26K | -$3.5B |
| UBS Group AG | Decreased | -34K | -$2.4B |
| AXXCESS WEALTH MANAGEMENT, LLC | Closed Position | -46K | -$2.0B |
| MARSHALL WACE, LLP | Closed Position | -43K | -$1.9B |
| Mendel Money Management | Decreased | -10K | -$1.8B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FMR LLC | 1,411,406 | $59.0M | 0.00% | Share |
| 2 | VANGUARD GROUP INC | 912,290 | $38.6M | 0.00% | Share |
| 3 | FMR LLC | 724,760 | $30.0M | 0.00% | Share |
| 4 | LSV ASSET MANAGEMENT | 566,427 | $24.0M | 0.05% | Share |
| 5 | DIMENSIONAL FUND ADVISORS LP | 561,495 | $23.0M | 0.00% | Share |
| 6 | BlackRock, Inc. | 539,254 | $22.0M | 0.00% | Share |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 452,102 | $19.0M | 0.03% | Share |
| 8 | AMERIPRISE FINANCIAL INC | 430,491 | $18.0M | 0.00% | Share |
| 9 | BlackRock, Inc. | 394,069 | $16.0M | 0.00% | Share |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 336,978 | $14.0M | 0.00% | Share |
| 11 | STATE STREET CORP | 311,272 | $13.0M | 0.00% | Share |
| 12 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 246,699 | $10.4M | 0.61% | Share |
| 13 | De Lisle Partners LLP | 236,231 | $10.0M | 1.29% | Share |
| 14 | HEARTLAND ADVISORS INC | 207,300 | $8.8M | 0.47% | Share |
| 15 | RBF Capital, LLC | 143,430 | $6.0M | 0.27% | Share |
| 16 | Qube Research & Technologies Ltd | 149,171 | $6.0M | 0.01% | Share |
| 17 | TWO SIGMA INVESTMENTS, LP | 142,618 | $6.0M | 0.01% | Share |
| 18 | TWO SIGMA ADVISERS, LP | 148,600 | $6.0M | 0.01% | Share |
| 19 | FMR LLC | 147,024 | $6.0M | 0.00% | Share |
| 20 | Manatuck Hill Partners, LLC | 137,000 | $5.8M | 2.03% | Share |
| 21 | NICHOLAS COMPANY, INC. | 133,310 | $5.6M | 0.10% | Share |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 128,322 | $5.0M | 0.00% | Share |
| 23 | MILLENNIUM MANAGEMENT LLC | 136,149 | $5.0M | 0.00% | Share |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 138,545 | $5.0M | 0.00% | Share |
| 25 | KENNEDY CAPITAL MANAGEMENT LLC | 112,096 | $4.7M | 0.10% | Share |
| 26 | Allspring Global Investments Holdings, LLC | 105,759 | $4.5M | 0.01% | Share |
| 27 | REGIONS FINANCIAL CORP | 104,758 | $4.4M | 0.03% | Share |
| 28 | VANGUARD GROUP INC | 104,147 | $4.4M | 0.00% | Share |
| 29 | BARD ASSOCIATES INC | 99,655 | $4.2M | 1.08% | Share |
| 30 | JPMORGAN CHASE & CO | 103,801 | $4.0M | 0.00% | Share |
| 31 | NORTHERN TRUST CORP | 105,260 | $4.0M | 0.00% | Share |
| 32 | PRICE T ROWE ASSOCIATES INC /MD/ | 96,245 | $4.0M | 0.00% | Share |
| 33 | Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | $3.8M | 0.01% | Share |
| 34 | SEIZERT CAPITAL PARTNERS, LLC | 85,863 | $3.6M | 0.15% | Share |
| 35 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 76,505 | $3.2M | 0.16% | Share |
| 36 | JB CAPITAL PARTNERS LP | 71,007 | $3.0M | 0.52% | Share |
| 37 | MORGAN STANLEY | 94,102 | $3.0M | 0.00% | Share |
| 38 | Bank of New York Mellon Corp | 88,188 | $3.0M | 0.00% | Share |
| 39 | FMR LLC | 78,484 | $3.0M | 0.00% | Share |
| 40 | LPL Financial LLC | 62,936 | $2.0M | 0.00% | Share |
| 41 | FIRST TRUST ADVISORS LP | 49,777 | $2.0M | 0.00% | Share |
| 42 | GEODE CAPITAL MANAGEMENT, LLC | 49,040 | $2.0M | 0.00% | Share |
| 43 | Trexquant Investment LP | 35,818 | $1.5M | 0.01% | Share |
| 44 | Mendel Money Management | 29,495 | $1.2M | 0.52% | Share |
| 45 | Bank of New York Mellon Corp | 28,558 | $1.0M | 0.00% | Share |
| 46 | DIMENSIONAL FUND ADVISORS LP | 34,545 | $1.0M | 0.00% | Share |
| 47 | Nuveen, LLC | 32,663 | $1.0M | 0.00% | Share |
| 48 | BANK OF AMERICA CORP /DE/ | 38,954 | $1.0M | 0.00% | Share |
| 49 | AMERIPRISE FINANCIAL INC | 41,486 | $1.0M | 0.00% | Share |
| 50 | AMERICAN CENTURY COMPANIES INC | 33,650 | $1.0M | 0.00% | Share |
CSV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 152 | $451.7M | +19 |
| Q3 2025 | 133 | $474.0B | +1 |
| Q2 2025 | 132 | $440.1B | -22 |
| Q1 2025 | 154 | $412.9B | +9 |
| Q4 2024 | 145 | $410.4B | +27 |
| Q3 2024 | 118 | $228.9T | +7 |
| Q2 2024 | 111 | $150.3T | +8 |
| Q1 2024 | 103 | $140.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold CSV (Carriage Services, Inc.). The largest holder is FMR LLC with $59.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own CSV?
As of Q4 2025, 50 institutional investors report holding CSV (Carriage Services, Inc.) in their 13F filings.
Who is the largest institutional holder of CSV?
The largest institutional holder of CSV is FMR LLC with $59.0M in shares.
Is institutional ownership of CSV increasing or decreasing?
This quarter, 15 institutions opened new positions in CSV and 3 closed their positions.