CSV Institutional Ownership & Shareholders
CARRIAGE SERVICES INC (CSV) is currently held by 157 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $514.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of CSV tracked by InsiderSet, reporting ownership valued at approximately $91.28M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $83.21M, representing an estimated loss of -8.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed CSV value among the investors covered in this analysis. Major shareholders include Fmr Llc, Blackrock, Inc., T. Rowe Price Investment Management, Inc., and several other long-term asset managers with concentrated positions in CARRIAGE SERVICES INC (CSV).
This page ranks the largest institutional CSV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
157
Total Reported Value
$514.44M
Largest Holder
Fmr Llc
Largest Position
$91.28M
Insider Transactions (90d)
5
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.00% | 2,380,839 | $91,281,380 | $83,210,323 | -$8,071,057 | -8.84% | |
| Blackrock, Inc. | 0.00% | 1,099,733 | $42,163,764 | $38,435,668 | -$3,728,096 | -8.84% | |
| T. Rowe Price Investment Management, Inc. | 0.02% | 725,953 | $27,834,000 | $25,372,057 | -$2,461,943 | -8.85% | |
| Vanguard Capital Management Llc | 0.00% | 644,644 | $24,715,651 | $22,530,308 | -$2,185,343 | -8.84% | |
| Dimensional Fund Advisors Lp | 0.00% | 633,970 | $24,307,021 | $22,157,252 | -$2,149,770 | -8.84% | |
| Ameriprise Financial Inc | 0.00% | 545,021 | $20,896,106 | $19,048,484 | -$1,847,622 | -8.84% | |
| Lsv Asset Management | 0.04% | 542,927 | $20,816,000 | $18,975,299 | -$1,840,701 | -8.84% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 437,125 | $16,759,373 | $15,277,519 | -$1,481,854 | -8.84% |
| Geode Capital Management, Llc | 0.00% | 380,262 | $14,583,542 | $13,290,157 | -$1,293,385 | -8.87% | |
| Polar Asset Management Partners Inc. | 0.23% | 326,173 | $12,505,473 | $11,399,746 | -$1,105,727 | -8.84% | |
| State Street Corp | 0.00% | 309,391 | $11,862,051 | $10,813,215 | -$1,048,836 | -8.84% | |
| Two Sigma Investments, Lp | 0.01% | 303,115 | $11,621,429 | $10,593,869 | -$1,027,560 | -8.84% | |
| Vanguard Portfolio Management Llc | 0.00% | 298,879 | $11,459,021 | $10,445,821 | -$1,013,200 | -8.84% | |
| Boston Partners | 0.01% | 253,505 | $9,719,380 | $8,860,000 | -$859,380 | -8.84% | |
| Punch & Associates Investment Management, Inc. | 0.47% | 249,404 | $9,562,151 | $8,716,670 | -$845,481 | -8.84% | |
| De Lisle Partners Llp | 1.00% | 239,593 | $9,190,787 | $8,373,775 | -$817,012 | -8.89% | |
| Heartland Advisors Inc | 0.35% | 207,300 | $7,947,882 | $7,245,135 | -$702,747 | -8.84% | |
| Morgan Stanley | 0.00% | 191,346 | $7,336,214 | $6,687,543 | -$648,671 | -8.84% | |
| Qube Research & Technologies Ltd | 0.01% | 182,905 | $7,012,578 | $6,392,530 | -$620,048 | -8.84% | |
| Price T Rowe Associates Inc | 0.00% | 157,231 | $6,030,000 | $5,495,223 | -$534,777 | -8.87% | |
| Swedbank Ab | 0.00% | 177,696 | $5,538,784 | $6,210,475 | +$671,691 | +12.13% | |
| Rbf Capital, Llc | 0.23% | 143,430 | $5,499,106 | $5,012,879 | -$486,228 | -8.84% | |
| Nicholas Company, Inc. | 0.09% | 132,700 | $5,087,718 | $4,637,865 | -$449,853 | -8.84% | |
| Charles Schwab Investment Management Inc | 0.00% | 128,001 | $4,907,558 | $4,473,635 | -$433,923 | -8.84% | |
| Northern Trust Corp | 0.00% | 119,177 | $4,569,247 | $4,165,236 | -$404,011 | -8.84% | |
| Bank Of New York Mellon Corp | 0.00% | 117,913 | $4,520,791 | $4,121,059 | -$399,732 | -8.84% | |
| Kennedy Capital Management Llc | 0.08% | 111,990 | $4,293,697 | $3,914,051 | -$379,646 | -8.84% | |
| Vanguard Fiduciary Trust Co | 0.00% | 109,450 | $4,196,313 | $3,825,278 | -$371,035 | -8.84% | |
| Regions Financial Corp | 0.03% | 109,384 | $4,193,783 | $3,822,971 | -$370,812 | -8.84% | |
| Jpmorgan Chase & Co | 0.00% | 102,813 | $3,967,553 | $3,593,314 | -$374,239 | -9.43% | |
| Bard Associates Inc | 0.83% | 97,068 | $3,721,588 | $3,392,527 | -$329,061 | -8.84% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.01% | 89,477 | $3,430,548 | $3,127,221 | -$303,327 | -8.84% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 79,472 | $3,046,956 | $2,777,546 | -$269,410 | -8.84% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 78,039 | $2,992,015 | $2,727,463 | -$264,552 | -8.84% | |
| Trexquant Investment Lp | 0.02% | 76,593 | $2,936,576 | $2,676,925 | -$259,651 | -8.84% | |
| Goldman Sachs Group Inc | 0.00% | 73,807 | $2,829,760 | $2,579,555 | -$250,205 | -8.84% | |
| Jb Capital Partners Lp | 0.42% | 71,007 | $2,714,598 | $2,481,695 | -$232,903 | -8.58% | |
| Manatuck Hill Partners, Llc | 0.85% | 66,600 | $2,553,444 | $2,327,670 | -$225,774 | -8.84% | |
| Hrt Financial Lp | 0.00% | 62,690 | $2,403,000 | $2,191,016 | -$211,985 | -8.82% | |
| Lpl Financial Llc | 0.00% | 58,391 | $2,238,724 | $2,040,765 | -$197,959 | -8.84% | |
| Norges Bank | 0.00% | 54,900 | $2,104,866 | $1,918,755 | -$186,111 | -8.84% | |
| First Trust Advisors Lp | 0.00% | 52,686 | $2,019,981 | $1,841,376 | -$178,605 | -8.84% | |
| Brooklyn Investment Group | 0.06% | 40,160 | $1,833,706 | $1,403,592 | -$430,114 | -23.46% | |
| Credit Agricole S A | 0.00% | 46,926 | $1,799,143 | $1,640,064 | -$159,079 | -8.84% | |
| Panagora Asset Management Inc | 0.01% | 46,246 | $1,773,072 | $1,616,298 | -$156,774 | -8.84% | |
| Citadel Advisors Llc | 0.00% | 43,964 | $1,685,580 | $1,536,542 | -$149,038 | -8.84% | |
| Linden Thomas Advisory Services, Llc | 0.13% | 50,783 | $1,582,906 | $1,774,866 | +$191,960 | +12.13% | |
| Oak Ridge Investments Llc | 0.09% | 50,646 | $1,578,636 | $1,770,078 | +$191,442 | +12.13% | |
| Bank Of America Corp | 0.00% | 40,187 | $1,540,769 | $1,404,536 | -$136,233 | -8.84% | |
| Nuveen, Llc | 0.00% | 39,875 | $1,528,808 | $1,393,631 | -$135,177 | -8.84% |
Frequently asked questions about CSV
Who are the largest institutional holders of CSV?
The largest institutional holders of CSV reported in the latest SEC Form 13F filings include Fmr Llc, Blackrock, Inc., T. Rowe Price Investment Management, Inc., Vanguard Capital Management Llc, and Dimensional Fund Advisors Lp. InsiderSet ranks institutional holders by their latest reported CSV position.
What is CSV institutional ownership?
This page tracks CSV positions reported by institutional investment managers through SEC Form 13F. CARRIAGE SERVICES INC (CSV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CSV?
InsiderSet currently tracks 157 institutional managers reporting CSV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CSV shareholders.
How much CSV stock do institutions own?
Institutional investment managers disclosed approximately $514.44M in CSV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CSV institutional ownership last updated?
The latest CSV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CSV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CSV position after the reporting date.
Are institutions buying or selling CSV?
Institutional buying and selling can be analyzed by comparing CSV positions across consecutive 13F reporting periods. InsiderSet's CSV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CSV ownership changes.
How has CSV institutional ownership changed over time?
InsiderSet tracks CSV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.