Institutional ownership · Form 13F

CSV institutional ownership

CARRIAGE SERVICES INC: reported institutional holdings as of 2026-06-30 (filed through 2026-08-31), aggregated by StockEyes from SEC Form 13F information tables. CSV is one of 2732 tickers in the validated publication set. Mapping coverage in this publication set: 4562 of 6046 universe tickers have at least one validated CUSIP mapping (75.5%). Latest-quarter filed value resolved to any listed ticker: 77.3%; resolved to this universe: 77.2%.

Quarter ended2026-06-30 Filed through2026-08-31 Reporting managers158 Reported shares13,503,734 Value as filed$456,207,166
What changed this quarter

CSV: change since the prior quarter's filings

Fewer managers reported a position, with the count falling from 165 in the quarter ended 2026-03-31 to 158 in the quarter ended 2026-06-30 (-7, 4.2%). Total reported shares rose to 13,503,734 (+964,998, 7.7%), against the direction of the manager count. Among the 27 managers listed as top holders in both quarters, the largest increases were BlackRock, Inc. (+78,615 shares) and Polar Asset Management Partners Inc. (+71,905 shares), among 18 managers who added shares, and the largest decreases were TWO SIGMA INVESTMENTS, LP (-61,640 shares) and JPMORGAN CHASE & CO (-20,352 shares), among 6 managers who reduced shares. Swedbank AB (147,525 shares), SEIZERT CAPITAL PARTNERS, LLC (93,720 shares) and 1 more entered the listed top holders; Manatuck Hill Partners, LLC (127,000 shares in the prior quarter), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (113,524 shares in the prior quarter) and 1 more dropped out of the listed top holders.

New to 13F data? Read how to read a 13F filing, or see where institutions moved overall in the Smart Money Report.

As filed

Reported totals, quarter ended 2026-06-30

158 reporting managers held 13,503,734 shares, reported value $456,207,166 exactly as filed. Values are position values transcribed from the filings, not current market prices.

Reported quarter-over-quarter change (quarter ended 2026-03-31 to quarter ended 2026-06-30): reporting managers -7, reported shares +964,998 (+7.70%), reported value -13.39%. These changes compare two filing snapshots.

Shares outstanding check: 15,651,000 shares reported by the issuer (SEC XBRL, period ended 2026-06-30). Reported 13F shares equal 86.3% of that figure. This page passed the publication sanity gate before listing.

What the data shows

CSV in this quarter's filings

Concentration check: the largest reported position, FMR LLC with 2,380,839 shares, is 17.6% of all shares reported for CSV this quarter. The five largest reporting managers together account for 39.3% of the reported total, so the headline total is spread across a broad manager base rather than a few holders.

Reported quarter-over-quarter change: the reporting-manager count fell by 7 versus the quarter ended 2026-03-31, and reported shares moved +7.70% (+964,998 shares). That is a comparison of two filing snapshots, not a record of trades on any single day.

Shares-outstanding cross-check: reported 13F shares equal 86.3% of the issuer share count used at the publication gate (15,651,000 shares, issuer period ended 2026-06-30). The gate publishes a ticker only when that relationship is plausible; lending chains can push reported totals above a simple ownership share, which is why the figure is a sanity check and not an ownership percentage.

Top holders as filed

Largest reporting managers, CSV

CSV largest 13F reporting managers, quarter ended 2026-06-30
#ManagerSharesValue as filedShare of reported total
1FMR LLC2,380,839$91,281,38017.6%
2BlackRock, Inc.1,099,733$42,163,7648.1%
3VANGUARD CAPITAL MANAGEMENT LLC644,644$24,715,6514.8%
4DIMENSIONAL FUND ADVISORS LP633,970$24,307,0214.7%
5AMERIPRISE FINANCIAL INC545,021$20,896,1064.0%
6RENAISSANCE TECHNOLOGIES LLC437,125$16,759,3733.2%
7GEODE CAPITAL MANAGEMENT, LLC380,262$14,583,5422.8%
8Polar Asset Management Partners Inc.326,173$12,505,4732.4%
9STATE STREET CORP309,391$11,862,0512.3%
10TWO SIGMA INVESTMENTS, LP303,115$11,621,4292.2%
11VANGUARD PORTFOLIO MANAGEMENT LLC298,879$11,459,0212.2%
12Boston Partners253,505$9,719,3801.9%
13PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.249,404$9,562,1511.8%
14De Lisle Partners LLP239,593$9,190,7871.8%
15HEARTLAND ADVISORS INC207,300$7,947,8821.5%

Manager names and figures are transcribed from each manager's own Form 13F information table. A manager listing shares in this snapshot does not mean it holds them today.

Quarter comparison

Reported change, 2026-03-31 to 2026-06-30

CSV reported 13F totals by quarter
Quarter endedFiled throughReporting managersReported sharesValue as filed
2026-03-312026-05-2916512,538,736$526,767,383
2026-06-302026-08-3115813,503,734$456,207,166

Every change figure on this page is a reported quarter-over-quarter change between filing snapshots. It is not real-time trading activity.

Reported history

CSV reported totals over time

Quarter ended 2026-06-30: 158 reporting managers · 13,503,734 reported shares · $456,207,166 value as filed.

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Quarter-end 13F filed data, long positions only; filings arrive up to 45 days after quarter end.

Coverage for this ticker

CUSIPs behind the CSV total

The validated bridge mapped 1 current CUSIP(s) to CSV for this quarter: 143905107. Option pseudo-CUSIPs, units, warrants, and preferred classes are excluded from these common-share totals. Mapping coverage in this publication set: 4562 of 6046 universe tickers have at least one validated CUSIP mapping (75.5%). Latest-quarter filed value resolved to any listed ticker: 77.3%; resolved to this universe: 77.2%.

Read this first

What this page is and is not

Form 13F reports are quarterly holdings snapshots. Managers file up to about 45 days after quarter-end, so these figures describe reported positions as of the quarter-end date, not holdings today. 13F lists reportable long positions from managers above the SEC reporting threshold and omits short positions entirely.

This page is informational only. It is not investment advice, a recommendation, or a signal to buy or sell. Source: SEC Form 13F bulk data set for filings through 2026-08-31 (period ended 2026-06-30), joined to tickers through StockEyes' validated CUSIP bridge. Methodology and coverage are documented on the institutional ownership hub.

Insider transactions for CSV (officer and director buys and sells) are covered by InsiderTrace: insidertrace.com/stock/csv. StockEyes does not duplicate insider transaction tables.

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Related StockEyes pages

Latest headlines tagged CSV are on the market news wire. Upcoming earnings and market dates are on the events calendar. The term itself is defined in the institutional investor glossary entry, and the research workflow behind pages like this one is walked through in how to research a stock and how to compare SEC filings.

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