​

Carriage Services Ownership | Who Owns Carriage Services?

OverviewForecastRevenueFinancialsChartTranscripts

Carriage Services Ownership Summary

Carriage Services is owned by 87.57% institutional investors, 2.80% insiders, and 9.63% retail investors. Fmr is the largest institutional shareholder, holding 15.29% of CSV shares. Strategic Advisers Fidelity US TtlStk is the top mutual fund, with 3.32% of its assets in Carriage Services shares.

CSV Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCarriage Services87.57%2.80%9.63%
SectorConsumer Cyclical Stocks 206.34%16.22%-122.56%
IndustryPersonal Services Stocks 55.67%11.95%32.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Fmr2.38M15.29%$91.28M
Blackrock funding, inc. /de1.10M7.06%$42.16M
Vanguard group1.02M6.64%$43.26M
Blackrock984.91K6.62%$26.43M
T. rowe price investment management725.95K4.66%$27.83M
Vanguard capital management644.64K4.14%$24.72M
Dimensional fund advisors lp633.97K4.07%$24.31M
Ameriprise financial545.02K3.50%$20.90M
Lsv asset management542.93K3.49%$20.82M
Renaissance437.13K2.81%$16.76M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
De lisle partners llp239.59K1.00%$9.19M
Manatuck hill partners66.60K0.85%$2.55M
Bard associates97.07K0.83%$3.72M
Parvin asset management19.17K0.58%$734.98K
Punch & associates investment management249.40K0.47%$9.56M
Jb capital partners lp71.01K0.42%$2.71M
Mendel money management26.84K0.38%$1.03M
Heartland advisors207.30K0.35%$7.95M
Ironwood investment management23.47K0.31%$899.76K
Perritt capital management12.99K0.27%$578.66K

Top Buyers

HolderShares% AssetsChange
T. rowe price investment management725.95K0.02%553.63K
Sixth street partners management company128.00K0.00%128.00K
Blackrock funding, inc. /de1.10M0.00%78.61K
Polar asset management partners326.17K0.21%71.91K
Swedbank ab147.53K0.00%65.33K

Top Sellers

HolderShares% AssetsChange
Harbert fund advisors---208.50K
Repertoire partners lp---93.16K
Assenagon asset management---86.88K
Praetorian pr---80.00K
Blackrock984.91K0.00%-70.00K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company128.00K0.00%128.00K$4.91M
Norges bank54.90K0.00%54.90K$2.10M
Oak ridge investments50.38K0.11%50.38K$1.93M
Skopos labs40.16K0.06%40.16K$1.83M
Tudor investment corp et al28.19K0.00%28.19K$1.08M

Sold Out

HolderChange
Twin peaks wealth advisors-1.00
Caitong asset management-2.00
Nelson, van denburg & campbell wealth management group-3.00
Tortoise investment management-3.00
Mai capital management-6.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2026159-4.22%13,632,6738.72%871.33%86-6.52%42-10.64%
Mar 31, 202674-51.63%3,952,615-66.71%250.43%39-38.10%20-64.91%
Dec 31, 2025101-41.28%6,858,670-43.33%440.72%36-58.14%39-25.00%
Sep 30, 20251583.27%11,893,7762.17%771.35%791.28%49-
Jun 30, 20251591.27%11,911,7653.28%771.36%8340.68%49-18.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Strategic Advisers Fidelity US TtlStk526.78K3.32%484.00
Vanguard Total Stock Mkt Idx Inv447.65K2.82%-
Vanguard Morn Total Stk Mkt Idx Investor447.65K2.82%-
Vanguard MStar Total Stk Mkt Idx Invest447.65K2.82%-
Vanguard US Total Market Shares ETF425.06K2.71%-
Fidelity Small Cap Discovery383.27K2.41%-
iShares Russell 2000 ETF367.46K2.31%-6.53K
Fidelity Small Cap Value Fund346.68K2.21%25.68K
Fidelity Low-Priced Stock335.05K2.11%-450.00
CT (Lux) American Smaller Com 9U USD312.06K1.97%-

Recent Insider Transactions

DateNameRoleActivityValue
Oct 07, 2025Quezada Carlos R. CEOSell$196.09K
Aug 27, 2025Pudenz Shane Vice President of SalesSell$577.89K
Aug 07, 2025Quezada Carlos R. CEOSell$201.24K
Jul 07, 2025Metzger Steven D PresidentSell$16.28K
Jun 09, 2025Metzger Steven D PresidentSell$74.14K

Insider Transactions Trends

DateBuySell
2026 Q2--
2026 Q1--
2025 Q4-1
2025 Q3-3
2025 Q2-8

CSV Ownership FAQ

Who Owns Carriage Services?

Carriage Services shareholders are primarily institutional investors at 87.57%, followed by 2.80% insiders and 9.63% retail investors. The average institutional ownership in Carriage Services's industry, Personal Services Stocks , is 55.67%, which Carriage Services exceeds.

Who owns the most shares of Carriage Services?

Carriage Services’s largest shareholders are Fmr (2.38M shares, 15.29%), Blackrock funding, inc. /de (1.1M shares, 7.06%), and Vanguard group (1.02M shares, 6.64%). Together, they hold 29.00% of Carriage Services’s total shares outstanding.

Does Blackrock own Carriage Services?

Yes, BlackRock owns 6.62% of Carriage Services, totaling 984.91K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 26.43M$. In the last quarter, BlackRock decreased its holdings by -69.997K shares, a -6.64% change.

Who is Carriage Services’s biggest shareholder by percentage of total assets invested?

De lisle partners llp is Carriage Services’s biggest shareholder by percentage of total assets invested, with 1.00% of its assets in 239.59K Carriage Services shares, valued at 9.19M$.

Who is the top mutual fund holder of Carriage Services shares?

Strategic Advisers Fidelity US TtlStk is the top mutual fund holder of Carriage Services shares, with 3.32% of its total shares outstanding invested in 526.78K Carriage Services shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools