CARRIAGE SERVICES INC (CSV) — Institutional Holders, Q2 2026

159 institutional investment managers reported a CSV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $517.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← CSV stock profile

CSV in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

T. Rowe Price Investment ManagementAdded · +553,630 sh+$21.2M
BlackRockAdded · +78,615 sh+$3.0M
Polar Asset Management PartnersAdded · +71,905 sh+$2.8M
Swedbank ABAdded · +65,325 sh+$2.5M
MORGAN STANLEYAdded · +56,283 sh+$2.2M

Biggest sellers

LAZARD ASSET MANAGEMENTSold out · -68,293 sh-$2.6M
TWO SIGMA INVESTMENTSTrimmed · -61,640 sh-$2.4M
Manatuck Hill PartnersTrimmed · -60,400 sh-$2.3M
MILLENNIUM MANAGEMENTTrimmed · -56,002 sh-$2.1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTrimmed · -34,052 sh-$1.3M

CSV 13F holders ranked 1–100 of 159

Institutional investors reporting a position in CARRIAGE SERVICES INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FMR#1 · 2,380,839 sh	2,380,839	$91.3M	<0.01%	+0.1%
2	BlackRock#2 · 1,099,733 sh	1,099,733	$42.2M	<0.01%	+7.7%
3	T. Rowe Price Investment Management#3 · 725,953 sh	725,953	$27.8M	0.02%	+321.3%
4	VANGUARD CAPITAL MANAGEMENT#4 · 644,644 sh	644,644	$24.7M	<0.01%	+1.0%
5	DIMENSIONAL FUND ADVISORS#5 · 633,970 sh	633,970	$24.3M	<0.01%	+3.9%
6	AMERIPRISE FINANCIAL#6 · 545,021 sh	545,021	$20.9M	<0.01%	+5.6%
7	LSV ASSET MANAGEMENT#7 · 542,927 sh	542,927	$20.8M	0.04%	-0.7%
8	RENAISSANCE TECHNOLOGIES#8 · 437,125 sh	437,125	$16.8M	0.02%	+2.2%
9	GEODE CAPITAL MANAGEMENT#9 · 380,262 sh	380,262	$14.6M	<0.01%	+6.8%
10	Polar Asset Management Partners#10 · 326,173 sh	326,173	$12.5M	0.21%	+28.3%
11	STATE STREET#11 · 309,391 sh	309,391	$11.9M	<0.01%	+0.5%
12	TWO SIGMA INVESTMENTS#12 · 303,115 sh	303,115	$11.6M	<0.01%	-16.9%
13	VANGUARD PORTFOLIO MANAGEMENT#13 · 298,879 sh	298,879	$11.5M	<0.01%	+4.0%
14	Boston Partners#14 · 253,505 sh	253,505	$9.7M	<0.01%	+21.4%
15	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT#15 · 249,404 sh	249,404	$9.6M	0.47%	-5.4%
16	De Lisle Partners LLP#16 · 239,593 sh	239,593	$9.2M	1.00%	+1.5%
17	HEARTLAND ADVISORS#17 · 207,300 sh	207,300	$7.9M	0.35%	0.0%
18	MORGAN STANLEY#18 · 191,346 sh	191,346	$7.3M	<0.01%	+41.7%
19	Qube Research & Technologies Ltd#19 · 182,905 sh	182,905	$7.0M	<0.01%	+23.4%
20	PRICE T ROWE ASSOCIATES#20 · 157,231 sh	157,231	$6.0M	<0.01%	+26.5%
21	Swedbank AB#21 · 147,525 sh	147,525	$5.7M	<0.01%	+79.5%
22	RBF Capital#22 · 143,430 sh	143,430	$5.5M	0.23%	0.0%
23	NICHOLAS COMPANY#23 · 132,700 sh	132,700	$5.1M	0.09%	+0.1%
24	CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 128,001 sh	128,001	$4.9M	<0.01%	+2.4%
25	NORTHERN#25 · 119,177 sh	119,177	$4.6M	<0.01%	+5.9%
26	Bank of New York Mellon#26 · 117,913 sh	117,913	$4.5M	<0.01%	+3.1%
27	KENNEDY CAPITAL MANAGEMENT#27 · 111,990 sh	111,990	$4.3M	0.08%	-1.9%
28	VANGUARD FIDUCIARY#28 · 109,450 sh	109,450	$4.2M	<0.01%	-0.1%
29	REGIONS FINANCIAL#29 · 109,384 sh	109,384	$4.2M	0.03%	0.0%
30	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#30 · 105,535 sh	105,535	$4.0M	—	+37.2%
31	JPMORGAN CHASE#31 · 102,813 sh	102,813	$4.0M	<0.01%	-16.5%
32	BARD ASSOCIATES#32 · 97,068 sh	97,068	$3.7M	0.83%	-1.5%
33	SEIZERT CAPITAL PARTNERS#33 · 93,720 sh	93,720	$3.6M	0.15%	+8.5%
34	Universal- Beteiligungs- und Servicegesellschaft mbH#34 · 89,477 sh	89,477	$3.4M	<0.01%	0.0%
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#35 · 79,472 sh	79,472	$3.0M	<0.01%	-30.0%
36	Allspring Global Investments#36 · 78,039 sh	78,039	$3.0M	<0.01%	-21.5%
37	Trexquant Investment#37 · 76,593 sh	76,593	$2.9M	0.02%	+66.4%
38	GOLDMAN SACHS GROUP#38 · 73,807 sh	73,807	$2.8M	<0.01%	-6.6%
39	JB CAPITAL PARTNERS#39 · 71,007 sh	71,007	$2.7M	0.42%	0.0%
40	Manatuck Hill Partners#40 · 66,600 sh	66,600	$2.6M	0.85%	-47.6%
41	HRT FINANCIAL#41 · 62,690 sh	62,690	$2.4M	<0.01%	+46.7%
42	LPL Financial#42 · 58,391 sh	58,391	$2.2M	<0.01%	-8.4%
43	NORGES BANK#43 · 54,900 sh	54,900	$2.1M	<0.01%	—
44	FIRST ADVISORS#44 · 52,686 sh	52,686	$2.0M	<0.01%	+5.0%
45	OAK RIDGE INVESTMENTS#45 · 50,381 sh	50,381	$1.9M	0.11%	New
46	Linden Thomas Advisory Services#46 · 47,230 sh	47,230	$1.8M	—	+12.3%
47	CREDIT AGRICOLE S A#47 · 46,926 sh	46,926	$1.8M	<0.01%	0.0%
48	PANAGORA ASSET MANAGEMENT#48 · 46,246 sh	46,246	$1.8M	<0.01%	+110.9%
49	CITADEL ADVISORS#49 · 43,964 sh	43,964	$1.7M	<0.01%	+16.3%
50	BANK OF AMERICA#50 · 40,187 sh	40,187	$1.5M	<0.01%	+21.9%
51	North Star Investment Management#51 · 40,000 sh	40,000	$1.5M	0.08%	0.0%
52	Nuveen#52 · 39,875 sh	39,875	$1.5M	<0.01%	+30.1%
53	MILLENNIUM MANAGEMENT#53 · 35,666 sh	35,666	$1.4M	<0.01%	-61.1%
54	AMERICAN CENTURY COMPANIES#54 · 31,757 sh	31,757	$1.2M	<0.01%	+0.2%
55	TUDOR INVESTMENT ET AL#55 · 28,190 sh	28,190	$1.1M	<0.01%	New
56	SUSQUEHANNA INTERNATIONAL GROUP, LLP#56 · 26,989 sh	26,989	$1.0M	<0.01%	+198.2%
57	Mendel Money Management#57 · 26,840 sh	26,840	$1.0M	0.38%	-2.0%
58	BNP PARIBAS FINANCIAL MARKETS#58 · 26,343 sh	26,343	$1.0M	<0.01%	+78.4%
59	TD ASSET MANAGEMENT#59 · 23,914 sh	23,914	$916.9K	<0.01%	+400.7%
60	IRONWOOD INVESTMENT MANAGEMENT#60 · 23,468 sh	23,468	$899.8K	0.31%	0.0%
61	CenterBook Partners#61 · 23,310 sh	23,310	$893.7K	0.04%	New
62	AQR CAPITAL MANAGEMENT#62 · 21,244 sh	21,244	$814.5K	<0.01%	+91.7%
63	Invesco Ltd.#63 · 20,650 sh	20,650	$791.7K	<0.01%	-23.5%
64	UBS Group AG#64 · 19,949 sh	19,949	$764.8K	<0.01%	-6.4%
65	WCG Wealth Advisors#65 · 19,350 sh	19,350	$741.9K	0.02%	+51.6%
66	Parvin Asset Management#66 · 19,170 sh	19,170	$735.0K	0.58%	-2.8%
67	ALLIANCEBERNSTEIN L.P.#67 · 15,890 sh	15,890	$725.5K	<0.01%	-5.9%
68	Campbell & Investment Adviser#68 · 18,689 sh	18,689	$716.5K	0.04%	+37.8%
69	RHUMBLINE ADVISERS#69 · 18,002 sh	18,002	$690.2K	<0.01%	+1.7%
70	Quantbot Technologies#70 · 15,947 sh	15,947	$611.4K	0.02%	+197.0%
71	Quantinno Capital Management#71 · 15,575 sh	15,575	$597.1K	<0.01%	-10.2%
72	Magnetar Financial#72 · 15,043 sh	15,043	$576.7K	<0.01%	+59.4%
73	Values First Advisors#73 · 14,132 sh	14,132	$541.8K	—	-1.8%
74	DEUTSCHE BANK AG\#74 · 14,113 sh	14,113	$541.1K	<0.01%	+14.0%
75	XTX Topco Ltd#75 · 13,985 sh	13,985	$536.2K	<0.01%	-39.3%
76	WELLS FARGO & COMPANY#76 · 12,835 sh	12,835	$492.1K	<0.01%	+148.9%
77	R Squared Ltd#77 · 12,129 sh	12,129	$465.0K	0.24%	-30.2%
78	BOOTHBAY FUND MANAGEMENT#78 · 11,614 sh	11,614	$445.3K	<0.01%	-26.0%
79	Neuberger Berman Group#79 · 10,977 sh	10,977	$420.9K	<0.01%	+3.2%
80	Y-Intercept (Hong Kong) Ltd#80 · 10,791 sh	10,791	$413.7K	—	+32.6%
81	Brevan Howard Capital Management#81 · 10,484 sh	10,484	$402.0K	<0.01%	New
82	D. E. Shaw#82 · 10,419 sh	10,419	$399.5K	<0.01%	+8.9%
83	Pathstone#83 · 10,289 sh	10,289	$394.5K	<0.01%	New
84	BayBridge Capital Group#84 · 10,120 sh	10,120	$388.0K	—	+22.7%
85	Engineers Gate Manager#85 · 9,906 sh	9,906	$379.8K	<0.01%	+57.4%
86	Janney Montgomery Scott#86 · 9,872 sh	9,872	$378.0K	<0.01%	-0.7%
87	BROWN ADVISORY#87 · 9,000 sh	9,000	$345.1K	<0.01%	0.0%
88	VARCOV#88 · 8,861 sh	8,861	$339.7K	0.13%	New
89	MetLife Investment Management#89 · 8,797 sh	8,797	$337.3K	<0.01%	0.0%
90	ARISTEIA CAPITAL, L.L.C.#90 · 8,782 sh	8,782	$336.7K	<0.01%	+24.0%
91	Connor, Clark & Lunn Investment Management Ltd.#91 · 8,705 sh	8,705	$333.8K	<0.01%	+0.6%
92	PRINCIPAL FINANCIAL GROUP#92 · 7,883 sh	7,883	$302.2K	<0.01%	+7.0%
93	STATE OF WISCONSIN INVESTMENT BOARD#93 · 7,820 sh	7,820	$299.8K	<0.01%	-12.3%
94	TSA Wealth Managment#94 · 7,607 sh	7,607	$291.7K	—	0.0%
95	CITIGROUP#95 · 7,201 sh	7,201	$276.1K	<0.01%	+505.6%
96	MIRAE ASSET GLOBAL ETFS Ltd.#96 · 6,597 sh	6,597	$252.9K	<0.01%	-1.1%
97	Vanguard Global Advisers#97 · 6,158 sh	6,158	$236.1K	<0.01%	0.0%
98	Cerity Partners#98 · 6,079 sh	6,079	$233.1K	<0.01%	-2.8%
99	Hillsdale Investment Management#99 · 5,700 sh	5,700	$218.5K	<0.01%	0.0%
100	MQS Management#100 · 5,527 sh	5,527	$211.9K	0.26%	New

Funds that sold out of CSV in Q2 2026 (24)

Held CSV at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CSV in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
LAZARD ASSET MANAGEMENT68,293 sh	68,293	$3.1M
Point72 Asset Management, L.P.25,479 sh	25,479	$1.2M
GSA CAPITAL PARTNERS LLP20,780 sh	20,780	$949.0K
Creative Planning7,197 sh	7,197	$328.6K
Verition Fund Management7,180 sh	7,180	$327.8K
HSBC PLC7,051 sh	7,051	$322.6K
BALYASNY ASSET MANAGEMENT L.P.6,819 sh	6,819	$311.4K
JACOBS LEVY EQUITY MANAGEMENT6,379 sh	6,379	$291.3K
Squarepoint Ops5,477 sh	5,477	$250.1K
Commonwealth Financial Services5,332 sh	5,332	$243.5K
Atria Investments5,289 sh	5,289	$241.5K
NAVELLIER & ASSOCIATES4,887 sh	4,887	$223.1K
HOHIMER WEALTH MANAGEMENT4,779 sh	4,779	$218.2K
Empowered Funds4,665 sh	4,665	$213.0K
Corient Private Wealth4,401 sh	4,401	$201.0K
MERCER GLOBAL ADVISORS4,382 sh	4,382	$200.1K
Advisory Services Network2,287 sh	2,287	$104.4K
QUADRANT CAPITAL GROUP560 sh	560	$61.8K
MEEDER ASSET MANAGEMENT320 sh	320	$14.6K
Root Financial Partners25 sh	25	$1.1K
Caitong International Asset Management , Ltd2 sh	2	$91.00
TWIN PEAKS WEALTH ADVISORS1 sh	1	$46.00
BESSEMER GROUP2 sh	2	$0.00
Covestor Ltd4 sh	4	$0.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.