CARRIAGE SERVICES INC (CSV) Institutional Shareholders
CARRIAGE SERVICES INC (CSV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $519.34M in CSV holdings during the latest filing period.
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 $73.62M, representing an estimated loss of -19.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
154
Total Reported Value
$519.34M
Largest Holder
Fmr Llc
Largest Position
$91.28M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
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 | $73,615,542 | -$17,665,838 | -19.35% | |
| Blackrock, Inc. | 0.00% | 1,099,733 | $42,163,764 | $34,003,744 | -$8,160,020 | -19.35% | |
| T. Rowe Price Investment Management, Inc. | 0.02% | 725,953 | $27,834,000 | $22,446,467 | -$5,387,533 | -19.36% | |
| Vanguard Capital Management Llc | 0.00% | 644,644 | $24,715,651 | $19,932,392 | -$4,783,259 | -19.35% | |
| Dimensional Fund Advisors Lp | 0.00% | 633,970 | $24,307,021 | $19,602,352 | -$4,704,669 | -19.36% | |
| Ameriprise Financial Inc | 0.00% | 545,021 | $20,896,106 | $16,852,049 | -$4,044,057 | -19.35% | |
| Lsv Asset Management | 0.04% | 542,927 | $20,816,000 | $16,787,303 | -$4,028,697 | -19.35% | |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 437,125 | $16,759,373 | $13,515,905 | -$3,243,468 | -19.35% |
| Geode Capital Management, Llc | 0.00% | 380,262 | $14,583,542 | $11,757,701 | -$2,825,841 | -19.38% | |
| Polar Asset Management Partners Inc. | 0.23% | 326,173 | $12,505,473 | $10,085,269 | -$2,420,204 | -19.35% | |
| State Street Corp | 0.00% | 309,391 | $11,862,051 | $9,566,370 | -$2,295,681 | -19.35% | |
| Two Sigma Investments, Lp | 0.01% | 303,115 | $11,621,429 | $9,372,316 | -$2,249,113 | -19.35% | |
| Vanguard Portfolio Management Llc | 0.00% | 298,879 | $11,459,021 | $9,241,339 | -$2,217,682 | -19.35% | |
| Boston Partners | 0.01% | 253,505 | $9,719,380 | $7,838,375 | -$1,881,005 | -19.35% | |
| Punch & Associates Investment Management, Inc. | 0.47% | 249,404 | $9,562,151 | $7,711,572 | -$1,850,579 | -19.35% | |
| De Lisle Partners Llp | 1.00% | 239,593 | $9,190,787 | $7,408,216 | -$1,782,571 | -19.40% | |
| Heartland Advisors Inc | 0.35% | 207,300 | $7,947,882 | $6,409,716 | -$1,538,166 | -19.35% | |
| Morgan Stanley | 0.00% | 191,346 | $7,336,214 | $5,916,418 | -$1,419,796 | -19.35% | |
| Qube Research & Technologies Ltd | 0.01% | 182,905 | $7,012,578 | $5,655,423 | -$1,357,155 | -19.35% | |
| Price T Rowe Associates Inc | 0.00% | 157,231 | $6,030,000 | $4,861,583 | -$1,168,417 | -19.38% | |
| Swedbank Ab | 0.00% | 147,525 | $5,656,109 | $4,561,473 | -$1,094,636 | -19.35% | |
| Rbf Capital, Llc | 0.23% | 143,430 | $5,499,106 | $4,434,856 | -$1,064,250 | -19.35% | |
| Nicholas Company, Inc. | 0.09% | 132,700 | $5,087,718 | $4,103,084 | -$984,634 | -19.35% | |
| Charles Schwab Investment Management Inc | 0.00% | 128,001 | $4,907,558 | $3,957,791 | -$949,767 | -19.35% | |
| Northern Trust Corp | 0.00% | 119,177 | $4,569,247 | $3,684,953 | -$884,294 | -19.35% | |
| Bank Of New York Mellon Corp | 0.00% | 117,913 | $4,520,791 | $3,645,870 | -$874,921 | -19.35% | |
| Kennedy Capital Management Llc | 0.08% | 111,990 | $4,293,697 | $3,462,731 | -$830,966 | -19.35% | |
| Vanguard Fiduciary Trust Co | 0.00% | 109,450 | $4,196,313 | $3,384,194 | -$812,119 | -19.35% | |
| Regions Financial Corp | 0.03% | 109,384 | $4,193,783 | $3,382,153 | -$811,630 | -19.35% | |
| Deroy & Devereaux Private Investment Counsel Inc | 0.17% | 105,535 | $4,046,000 | $3,263,142 | -$782,858 | -19.35% | |
| Jpmorgan Chase & Co | 0.00% | 102,813 | $3,967,553 | $3,178,978 | -$788,575 | -19.88% | |
| Bard Associates Inc | 0.83% | 97,068 | $3,721,588 | $3,001,343 | -$720,245 | -19.35% | |
| Seizert Capital Partners, Llc | 0.15% | 93,720 | $3,593,225 | $2,897,822 | -$695,403 | -19.35% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.01% | 89,477 | $3,430,548 | $2,766,629 | -$663,919 | -19.35% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 79,472 | $3,046,956 | $2,457,274 | -$589,682 | -19.35% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 78,039 | $2,992,015 | $2,412,966 | -$579,049 | -19.35% | |
| Trexquant Investment Lp | 0.02% | 76,593 | $2,936,576 | $2,368,256 | -$568,320 | -19.35% | |
| Goldman Sachs Group Inc | 0.00% | 73,807 | $2,829,760 | $2,282,112 | -$547,648 | -19.35% | |
| Jb Capital Partners Lp | 0.42% | 71,007 | $2,714,598 | $2,195,536 | -$519,062 | -19.12% | |
| Manatuck Hill Partners, Llc | 0.85% | 66,600 | $2,553,444 | $2,059,272 | -$494,172 | -19.35% | |
| Hrt Financial Lp | 0.00% | 62,690 | $2,403,000 | $1,938,375 | -$464,625 | -19.34% | |
| Lpl Financial Llc | 0.00% | 58,391 | $2,238,724 | $1,805,450 | -$433,274 | -19.35% | |
| Norges Bank | 0.00% | 54,900 | $2,104,866 | $1,697,508 | -$407,358 | -19.35% | |
| First Trust Advisors Lp | 0.00% | 52,686 | $2,019,981 | $1,629,051 | -$390,930 | -19.35% | |
| Oak Ridge Investments Llc | 0.11% | 50,381 | $1,931,608 | $1,557,781 | -$373,827 | -19.35% | |
| Brooklyn Investment Group | 0.06% | 40,160 | $1,833,706 | $1,241,747 | -$591,959 | -32.28% | |
| Linden Thomas Advisory Services, Llc | 0.15% | 47,230 | $1,810,798 | $1,460,352 | -$350,446 | -19.35% | |
| Credit Agricole S A | 0.00% | 46,926 | $1,799,143 | $1,450,952 | -$348,191 | -19.35% | |
| Panagora Asset Management Inc | 0.01% | 46,246 | $1,773,072 | $1,429,926 | -$343,146 | -19.35% | |
| Citadel Advisors Llc | 0.00% | 43,964 | $1,685,580 | $1,359,367 | -$326,213 | -19.35% |
Frequently asked questions about CSV
Who owns the most CSV stock?
The largest holders of CSV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CARRIAGE SERVICES INC (CSV).
Is CSV widely held by superinvestors?
Many widely followed stocks like CSV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.