Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CSV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 2.4M | $108.6M | +0.7% | 15.000% | 0.01% |
| 2 | BlackRock, Inc. | 1.0M | $46.6M | -1.0% | 6.438% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 638K | $29.1M | β | 4.023% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 610K | $27.9M | +0.6% | 3.848% | 0.01% |
| 5 | AMERIPRISE FINANCIAL INC | 516K | $23.6M | +7.2% | 3.254% | 0.01% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 428K | $19.5M | -5.3% | 2.698% | 0.03% |
| 7 | TWO SIGMA INVESTMENTS, LP | 365K | $16.7M | +155.8% | 2.300% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 356K | $16.3M | -7.8% | 2.244% | 0.00% |
| 9 | STATE STREET CORP | 308K | $14.1M | -1.1% | 1.940% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 287K | $13.1M | β | 1.812% | 0.00% |
| 11 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 264K | $12.0M | +6.9% | 1.663% | 0.69% |
| 12 | Polar Asset Management Partners Inc. | 254K | $11.6M | β | 1.603% | 0.26% |
| 13 | De Lisle Partners LLP | 236K | $10.8M | -0.1% | 1.489% | 1.29% |
| 14 | Boston Partners | 209K | $9.5M | -14.3% | 1.317% | 0.01% |
| 15 | HEARTLAND ADVISORS INC | 207K | $9.5M | 0.0% | 1.307% | 0.48% |
| 16 | Qube Research & Technologies Ltd | 148K | $6.8M | -0.7% | 0.934% | 0.01% |
| 17 | RBF Capital, LLC | 143K | $6.5M | 0.0% | 0.904% | 0.34% |
| 18 | MORGAN STANLEY | 135K | $6.2M | -7.6% | 0.852% | 0.00% |
| 19 | NICHOLAS COMPANY, INC. | 133K | $6.1M | -0.5% | 0.836% | 0.12% |
| 20 | Manatuck Hill Partners, LLC | 127K | $5.8M | -7.3% | 0.801% | 1.90% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 125K | $5.7M | -2.5% | 0.788% | 0.00% |
| 22 | Bank of New York Mellon Corp | 114K | $5.2M | -2.1% | 0.721% | 0.00% |
| 23 | KENNEDY CAPITAL MANAGEMENT, INC. | 114K | $5.2M | +1.8% | 0.720% | 0.11% |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 114K | $5.2M | -18.1% | 0.716% | 0.00% |
| 25 | NORTHERN TRUST CORP | 113K | $5.1M | +3.6% | 0.710% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CSV β a direct measure of their conviction.
Filings activity in CSV during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CSV position in Q1 2026
Institutions that fully closed their CSV position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 163 | +7.9% | 81.47% | +8.49 pp | $521M | +12% |
| Q4 2025 | 151 | 8.5% | 72.98% | 5.02 pp | $467M | 6.4% |
| Q3 2025 | 165 | +4.4% | 78.00% | 0.68 pp | $499M | 0.9% |
| Q2 2025 | 158 | +2.6% | 78.68% | +14.41 pp | $503M | +22% |
| Q1 2025 | 154 | +2.0% | 64.27% | +1.51 pp | $411M | +2.4% |
| Q4 2024 | 151 | +6.3% | 62.76% | +13.06 pp | $402M | +26% |
| Q3 2024 | 142 | +6.8% | 49.70% | 150.29 pp | $318M | 87% |
| Q2 2024 | 133 | β | 199.99% | β | $2.51B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CSV stock.
Based on Q1 2026 13F filings, institutional ownership of Carriage Services, Inc. stands at 81.5%, held across 163 reporting institutions.
FMR LLC is the largest reported institutional holder of CSV, with approximately 2,379,146 shares worth $0.11B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of CSV, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for CSV is 69 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in CSV during Q1 2026, while 19 fully exited. 102 added to existing positions and 26 trimmed.
CSV institutional ownership rose by 8.49 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 60.5% of all reported 13F value in CSV, and the top 25 account for 81.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Carriage Services, Inc. (CSV) Institutional Ownership