CARRIAGE SERVICES INC (CSV) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $521.29M 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 $108.63M in its March 31, 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 $90.19M, representing an estimated loss of -16.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed CSV value among the investors covered in this analysis. Major shareholders include Fmr Llc, Blackrock, Inc., Vanguard Capital Management Llc, 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
161
Total Reported Value
$521.29M
Largest Holder
Fmr Llc
Largest Position
$108.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
178
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.01% | 2,379,146 | $108,631,823 | $90,193,425 | -$18,438,398 | -16.97% | |
| Blackrock, Inc. | 0.00% | 1,021,118 | $46,624,253 | $38,710,583 | -$7,913,670 | -16.97% | |
| Vanguard Capital Management Llc | 0.00% | 638,118 | $29,136,468 | $24,191,053 | -$4,945,415 | -16.97% | |
| Dimensional Fund Advisors Lp | 0.01% | 610,346 | $27,867,146 | $23,138,217 | -$4,728,929 | -16.97% | |
| Ameriprise Financial Inc | 0.01% | 516,061 | $23,563,346 | $19,563,873 | -$3,999,473 | -16.97% | |
| Renaissance Technologies LLC | Jim Simons | 0.03% | 427,900 | $19,537,914 | $16,221,689 | -$3,316,225 | -16.97% |
| Two Sigma Investments, Lp | 0.01% | 364,755 | $16,654,713 | $13,827,862 | -$2,826,851 | -16.97% | |
| Geode Capital Management, Llc | 0.00% | 355,906 | $16,255,453 | $13,492,396 | -$2,763,057 | -17.00% | |
| State Street Corp | 0.00% | 307,732 | $14,051,043 | $11,666,120 | -$2,384,923 | -16.97% | |
| Vanguard Portfolio Management Llc | 0.00% | 287,352 | $13,120,492 | $10,893,514 | -$2,226,978 | -16.97% | |
| Punch & Associates Investment Management, Inc. | 0.69% | 263,750 | $12,042,836 | $9,998,763 | -$2,044,074 | -16.97% | |
| Polar Asset Management Partners Inc. | 0.28% | 254,268 | $11,609,877 | $9,639,300 | -$1,970,577 | -16.97% | |
| De Lisle Partners Llp | 1.29% | 236,092 | $10,765,795 | $8,950,248 | -$1,815,547 | -16.86% | |
| Boston Partners | 0.01% | 208,850 | $9,536,090 | $7,917,503 | -$1,618,587 | -16.97% | |
| Heartland Advisors Inc | 0.48% | 207,300 | $9,465,318 | $7,858,743 | -$1,606,575 | -16.97% | |
| Qube Research & Technologies Ltd | 0.01% | 148,208 | $6,767,177 | $5,618,565 | -$1,148,612 | -16.97% | |
| Rbf Capital, Llc | 0.34% | 143,430 | $6,549,014 | $5,437,431 | -$1,111,583 | -16.97% | |
| Morgan Stanley | 0.00% | 135,063 | $6,166,987 | $5,120,238 | -$1,046,749 | -16.97% | |
| Nicholas Company, Inc. | 0.12% | 132,625 | $6,055,658 | $5,027,814 | -$1,027,844 | -16.97% | |
| Manatuck Hill Partners, Llc | 1.90% | 127,000 | $5,798,820 | $4,814,570 | -$984,250 | -16.97% | |
| Charles Schwab Investment Management Inc | 0.00% | 125,060 | $5,710,240 | $4,741,025 | -$969,215 | -16.97% | |
| Bank Of New York Mellon Corp | 0.00% | 114,346 | $5,221,044 | $4,334,857 | -$886,187 | -16.97% | |
| Kennedy Capital Management Llc | 0.11% | 114,174 | $5,213,185 | $4,328,336 | -$884,849 | -16.97% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 113,524 | $5,183,506 | $4,303,695 | -$879,811 | -16.97% | |
| Northern Trust Corp | 0.00% | 112,532 | $5,138,210 | $4,266,088 | -$872,122 | -16.97% | |
| Vanguard Fiduciary Trust Co | 0.00% | 109,606 | $5,004,610 | $4,155,163 | -$849,447 | -16.97% | |
| Regions Financial Corp | 0.03% | 109,384 | $4,994,473 | $4,146,747 | -$847,726 | -16.97% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 99,403 | $4,538,741 | $3,768,368 | -$770,373 | -16.97% | |
| Bard Associates Inc | 1.13% | 98,525 | $4,498,652 | $3,735,083 | -$763,569 | -16.97% | |
| Millennium Management Llc | 0.00% | 91,668 | $4,185,561 | $3,475,134 | -$710,427 | -16.97% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.01% | 89,477 | $4,085,520 | $3,392,073 | -$693,447 | -16.97% | |
| Seizert Capital Partners, Llc | 0.18% | 86,417 | $3,945,800 | $3,276,068 | -$669,732 | -16.97% | |
| Swedbank Ab | 0.00% | 82,200 | $3,753,252 | $3,116,202 | -$637,050 | -16.97% | |
| Goldman Sachs Group Inc | 0.00% | 79,005 | $3,607,368 | $2,995,080 | -$612,288 | -16.97% | |
| Jb Capital Partners Lp | 0.56% | 71,007 | $3,235,079 | $2,691,875 | -$543,204 | -16.79% | |
| Lazard Asset Management Llc | 0.01% | 68,293 | $3,118,258 | $2,588,988 | -$529,270 | -16.97% | |
| Lpl Financial Llc | 0.00% | 63,761 | $2,911,305 | $2,417,180 | -$494,125 | -16.97% | |
| First Trust Advisors Lp | 0.00% | 50,199 | $2,292,086 | $1,903,044 | -$389,042 | -16.97% | |
| Credit Agricole S A | 0.01% | 46,926 | $2,142,641 | $1,778,965 | -$363,676 | -16.97% | |
| Trexquant Investment Lp | 0.02% | 46,017 | $2,101,136 | $1,744,504 | -$356,632 | -16.97% | |
| Linden Thomas Advisory Services, Llc | 0.19% | 42,058 | $1,920,368 | $1,594,419 | -$325,949 | -16.97% | |
| Brooklyn Investment Group | 0.06% | 40,160 | $1,833,706 | $1,522,466 | -$311,240 | -16.97% | |
| North Star Investment Management Corp. | 0.11% | 40,000 | $1,826,400 | $1,516,400 | -$310,000 | -16.97% | |
| Citadel Advisors Llc | 0.00% | 37,793 | $1,725,628 | $1,432,733 | -$292,895 | -16.97% | |
| Bank Of America Corp | 0.00% | 32,976 | $1,505,684 | $1,250,120 | -$255,564 | -16.97% | |
| American Century Companies Inc | 0.00% | 31,681 | $1,446,554 | $1,201,027 | -$245,527 | -16.97% | |
| Nuveen, Llc | 0.00% | 30,658 | $1,399,844 | $1,162,245 | -$237,599 | -16.97% | |
| Mendel Money Management | 0.52% | 27,380 | $1,250,171 | $1,037,976 | -$212,195 | -16.97% | |
| Invesco Ltd. | 0.00% | 26,984 | $1,232,090 | $1,022,963 | -$209,127 | -16.97% | |
| Point72 Asset Management, L.P. | 0.00% | 25,479 | $1,163,371 | $965,909 | -$197,462 | -16.97% |
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.