Carriage Services Inc (CSV) Ownership

40.42 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Ameriprise Financial Inc is the biggest individual institutional holder of Carriage Services Inc (CSV), owning a total of 1.5 million shares. Combined, the top 38 institutional holders of CSV own 74.50% of the company with a total of 11.5 million shares.

In the latest ownership report on December 31st 2024, the top 38 institutional holders increased their combined ownership of CSV by 260 thousand shares. 11 institutions bought 576,269 total additional shares and increased their ownership by an average of 4,458.11%. However 8 institutions sold 316,013 total shares and decreased their ownership by an average of 10.77%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Carriage Services increased by a net total of 260,256 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ameriprise Financial Inc9.660%-7.813%1,514,613-128,3662024-12-31
BlackRock Inc6.265%0.398%982,3463,8972024-12-31
Vanguard Group Inc5.850%-1.529%917,274-14,2382024-12-31
Dimensional Fund Advisors, Inc.4.687%1.251%734,8289,0802024-12-31
LSV Asset Management3.769%12.436%590,91765,3582024-12-31
Renaissance Technologies Corp3.430%-3.637%537,800-20,3002024-12-31
FMR Inc2.667%48,981.000%418,170417,3182024-12-31
Heartland Advisors Inc2.128%-3.458%333,600-11,9502024-12-31
Geode Capital Management, LLC2.015%0.341%315,9361,0722024-12-31
State Street Corp1.909%3.942%299,31111,3512024-12-31
Arrowstreet Capital Limited Partnership1.513%16.927%237,22834,3422024-12-31
Morgan Stanley - Brokerage Accounts1.236%7.617%193,77913,7152024-12-31
Boston Partners Global Investors, Inc1.216%0.091%190,7241742024-12-31
Allspring Global Investments Holdings, LLC0.956%14.214%149,94918,6612024-12-31
RBF LLC0.915%0.000%143,43002024-12-31
JPMorgan Chase & Co0.912%-39.866%142,989-94,7932024-12-31
Charles Schwab Investment Management Inc0.884%-18.030%138,663-30,5002024-12-31
Nuveen Asset Management, LLC0.865%0.969%135,5791,3012024-12-31
Nicholas Company Inc0.850%0.000%133,20002024-12-31
Bank of New York Mellon Corp0.763%-11.382%119,558-15,3562024-12-31
Bard Associates Inc0.732%-0.456%111,351-5102024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Ameriprise Financial Inc9.660%-7.813%1,514,613-128,3662024-12-31
BlackRock Inc6.265%0.398%982,3463,8972024-12-31
Global Alpha Capital Management Ltd.6.303%7.674%927,50866,1002022-09-30
Vanguard Group Inc5.850%-1.529%917,274-14,2382024-12-31
Dimensional Fund Advisors, Inc.4.687%1.251%734,8289,0802024-12-31
LSV Asset Management3.769%12.436%590,91765,3582024-12-31
Renaissance Technologies Corp3.430%-3.637%537,800-20,3002024-12-31
FMR Inc2.667%48,981.000%418,170417,3182024-12-31
Heartland Advisors Inc2.128%-3.458%333,600-11,9502024-12-31
State Street Corporation2.091%0.065%317,9982062024-03-31
Geode Capital Management, LLC2.015%0.341%315,9361,0722024-12-31
State Street Corp1.909%3.942%299,31111,3512024-12-31
Arrowstreet Capital Limited Partnership1.513%16.927%237,22834,3422024-12-31
Harbert Fund Advisors Inc1.371%0.000%208,49702024-03-31
T. Rowe Price Associates, Inc.1.299%-2.883%194,663-5,7792023-09-30
Morgan Stanley - Brokerage Accounts1.236%7.617%193,77913,7152024-12-31
Boston Partners Global Investors, Inc1.216%0.091%190,7241742024-12-31
UBS Group AG1.254%-15.710%187,505-34,9462023-03-31
Mill Road Capital Management LLC1.185%5.156%179,4668,8002023-12-31
Fenimore Asset Management Inc1.144%-36.526%171,337-98,5972023-09-30
Millennium Management LLC1.007%-25.113%153,210-51,3792024-03-31
Allspring Global Investments Holdings, LLC0.956%14.214%149,94918,6612024-12-31
Jacobs Levy Equity Management, Inc.0.976%1.661%147,8482,4152023-09-30
RBF LLC0.915%0.000%143,43002024-12-31
JPMorgan Chase & Co0.912%-39.866%142,989-94,7932024-12-31
Charles Schwab Investment Management Inc0.884%-18.030%138,663-30,5002024-12-31
Nuveen Asset Management, LLC0.865%0.969%135,5791,3012024-12-31
Nicholas Company Inc0.850%0.000%133,20002024-12-31
Citadel Advisors Llc0.789%48.618%120,14439,3032024-06-30
Bank of New York Mellon Corp0.763%-11.382%119,558-15,3562024-12-31
Bard Associates Inc0.732%-0.456%111,351-5102024-12-31
Kennedy Capital Management Inc0.728%-1.339%110,881-1,5052024-09-30
Northern Trust Corp0.724%1.611%110,1651,7472024-09-30
Assenagon Asset Management SA0.684%-54.696%104,072-125,6462024-09-30
Regions Financial Corp0.681%0.000%103,29102024-03-31
NFJ Investment Group, LLC0.357%0.000%54,34754,3472024-09-30
LPL Financial Corp0.356%-0.603%53,907-3272024-03-31
Amvescap Plc.0.328%83.310%49,76522,6172024-03-31

Mutual Fund Ownership

Threadneedle (Lux) Amer Smlr Com 9U USD is the biggest individual fund holder of Carriage Services Inc (CSV), owning a total of 506 thousand shares. Combined, the top 50 mutual fund holders of CSV own 53.98% of the company with a total of 8.3 million shares.

In the latest ownership report on March 31st 2025, the top 50 fund holders increased their combined ownership of CSV by 36 thousand shares. 2 funds bought 44,225 total additional shares and increased their ownership by an average of 14.68%. However 5 funds sold 7,738 total shares and decreased their ownership by an average of 1.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Carriage Services increased by a net total of 36,487 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.711%0.000%425,05702025-03-31
iShares Russell 2000 ETF2.206%-0.851%345,884-2,9702025-03-31
Heartland Value Investor1.400%0.000%219,44102025-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.261%3.097%197,7235,9392025-03-31
VT De Lisle America B USD1.174%26.257%184,10138,2862025-03-31
Allspring Small Company Val0.871%-0.365%136,619-5002025-03-31
Allspring Small Company Value Admin0.796%-0.793%124,779-9972025-03-31
Kennedy Micro Cap0.670%-2.633%105,116-2,8432025-03-31
iShares Russell 2000 Growth ETF0.573%-0.474%89,853-4282025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Threadneedle (Lux) Amer Smlr Com 9U USD3.376%0.000%505,78002023-09-30
Vanguard Total Stock Mkt Idx Inv2.711%0.000%425,05702025-03-31
Vanguard US Total Market Shares ETF2.711%0.000%425,05702024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.685%0.000%402,18102023-03-31
iShares Russell 2000 ETF2.206%-0.851%345,884-2,9702025-03-31
Strategic Advisers Fidelity US TtlStk1.949%19.182%305,65349,1932025-02-28
Fidelity Small Cap Discovery1.875%253.068%294,000210,7302025-01-31
Fidelity Small Cap Value Fund1.714%303.906%268,755202,2162025-01-31
CT (Lux) American Smaller Com 9U USD1.591%0.827%249,5102,0472025-02-28
Fidelity Series Small Cap Discovery1.538%330.705%241,100185,1222025-01-31
Heartland Value Investor1.400%0.000%219,44102025-03-31
Vanguard Extended Market Index Investor1.336%-0.030%199,890-592023-08-31
Vanguard Institutional Extnd Mkt Idx Tr1.261%3.097%197,7235,9392025-03-31
Global Alpha Global Small Cap1.299%-22.434%191,200-55,3002022-10-31
VT De Lisle America B USD1.174%26.257%184,10138,2862025-03-31
T. Rowe Price Integrated US SmCapGrEq1.204%0.000%183,100183,1002024-03-31
T. Rowe Price QM US Small-Cap Gr Eq1.228%0.000%183,10002023-03-31
DFA US Micro Cap I1.138%0.000%178,40902025-02-28
CT American Smaller Coms(US) InstAccGBP0.987%-62.450%154,794-257,4412025-02-28
CC&L Global Alpha - Series A0.989%-57.012%145,580-193,0702022-11-30
T. Rowe Price Integrated US Sm Gr Eq0.957%0.000%143,30002023-09-30
TRP Integrated US Small-Cap Gr Eq0.957%0.000%143,30002023-09-30
Allspring Small Company Val0.871%-0.365%136,619-5002025-03-31
FAM Small Cap Investor0.905%-41.172%135,500-94,8332023-09-30
Fidelity Small Cap Index0.851%-1.838%133,432-2,4992025-01-31
Nicholas Small-Cap Growth Equity0.839%0.000%131,50002024-12-31
Nicholas Limited Edition I0.839%0.000%131,50002024-12-31
Fidelity® Small Cap Index0.873%3.631%130,7434,5812023-10-31
Boston Partners Small Cap Value II Inv0.806%0.623%126,3877832025-01-31
Allspring Small Company Value Admin0.796%-0.793%124,779-9972025-03-31
Kennedy Micro Cap0.670%-2.633%105,116-2,8432025-03-31
DFA US Small Cap Value I0.665%-10.237%97,780-11,1512022-11-30
Schwab Fundamental US Small Company ETF0.639%0.000%96,82602024-05-31
JPM US Small Cap Value-Composite0.611%14.115%91,29211,2922023-03-31
JPMorgan Small Cap Blend A0.611%1.436%91,2921,2922023-03-31
DFA US Small Cap I0.596%0.000%90,70102024-12-31
iShares Russell 2000 Growth ETF0.573%-0.474%89,853-4282025-03-31
Dimensional US Targeted Value ETF0.566%0.000%88,59202025-02-28
Nuveen Quant Small Cap Equity R60.565%0.000%88,48002024-12-31
DFA US Targeted Value I0.601%0.000%88,46702022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.539%0.000%84,29102025-02-28
Fidelity Extended Market Index0.544%1.246%82,6991,0182024-08-31
Vanguard Explorer Inv0.531%0.000%80,89302024-09-30
WisdomTree US SmallCap Dividend ETF0.502%-0.329%75,224-2482023-11-30
Schwab Fundamental U.S. Small CompanyETF0.493%0.032%74,991242024-08-31
Fidelity® Extended Market Index0.484%0.000%72,57002023-11-30
BlackRock Global Equity Mkt Netrl Instl0.477%0.000%72,33202024-05-31
Schwab US Small-Cap ETF™0.424%0.000%64,25102024-05-31
TIAA-CREF Quant Small-Cap Equity Instl0.416%2.058%62,9901,2702024-02-29
Vanguard Consumer Discretionary ETF0.412%-0.202%62,341-1262024-03-31

Discussions

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bullorbear2/4/25 04:51pm

$CSV Markets about as efficient as a retirement home

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Modok2/1/25 05:11pm

$CSV time to run

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im_drank1/29/25 04:50pm

$CSV watch this fly!!!!

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bulls_only8/7/24 07:11pm

$CSV I need a smoke after this trade

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Modok7/26/24 08:32am

$CSV rocket fuel tanks are full. Gonna shoot to the stars

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kairaae5/13/24 01:23pm

$CSV Pack it up boys.

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