Carriage Services Ownership | Who Owns Carriage Services?
Carriage Services Ownership Summary
Carriage Services is owned by 77.47% institutional investors, 8.80% insiders, and 13.73% retail investors. Fmr is the largest institutional shareholder, holding 15.34% of CSV shares. Strategic Advisers Fidelity US TtlStk is the top mutual fund, with 3.23% of its assets in Carriage Services shares.
CSV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carriage Services | 77.47% | 8.80% | 13.73% |
| Sector | Consumer Cyclical Stocks | 42.53% | 14.10% | 43.38% |
| Industry | Personal Services Stocks | 24.64% | 8.83% | 66.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 2.35M | 15.34% | $104.88M |
| Blackrock funding, inc. /de | 1.03M | 6.68% | $45.70M |
| Vanguard group | 1.02M | 6.65% | $45.48M |
| Blackrock | 984.91K | 6.62% | $26.43M |
| Lsv asset management | 609.12K | 3.97% | $27.13M |
| Dimensional fund advisors lp | 607.82K | 3.96% | $27.07M |
| Renaissance | 483.90K | 3.15% | $21.55M |
| Ameriprise financial | 480.79K | 3.13% | $21.41B |
| Geode capital management | 380.15K | 2.48% | $16.93M |
| State street | 307.32K | 2.00% | $13.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Penn mutual asset management | 28.47K | 2.30% | $1.30M |
| Manatuck hill partners | 152.00K | 2.24% | $6.77M |
| De lisle partners llp | 232.23K | 1.27% | $10.36M |
| Bard associates | 102.02K | 1.21% | $4.54M |
| Mendel money management | 39.93K | 0.75% | $1.78M |
| Punch & associates investment management | 211.43K | 0.55% | $9.42M |
| Jb capital partners lp | 71.01K | 0.54% | $3.16M |
| Heartland advisors | 207.30K | 0.49% | $9.23M |
| Mqs management | 16.67K | 0.43% | $742.44K |
| Values first advisors | 17.22K | 0.41% | $766.95K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | 86.88K | 0.01% | 86.88K |
| Punch & associates investment management | 211.43K | 0.55% | 78.73K |
| Qube research | 134.44K | 0.01% | 52.44K |
| Marshall wace, llp | 43.14K | 0.00% | 43.14K |
| Two sigma investments, lp | 124.27K | 0.01% | 39.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harbert fund advisors | - | - | -208.50K |
| Repertoire partners lp | - | - | -93.16K |
| Praetorian pr | - | - | -80.00K |
| Blackrock | 984.91K | 0.00% | -70.00K |
| Kingsview wealth management | - | - | -65.53K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Assenagon asset management | 86.88K | 0.01% | 86.88K | $3.87M |
| Lazard asset management | 32.83K | 0.00% | 32.83K | $1.50M |
| Magnetar financial | 15.57K | 0.00% | 15.57K | $693.49K |
| Dynamic technology lab private | 11.22K | 0.08% | 11.22K | $500.00M |
| Cubist systematic strategies | 9.46K | 0.00% | 9.46K | $421.53K |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -1.00 |
| Northwestern mutual wealth management | -2.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| True wealth design | -7.00 |
| Innealta capital | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 158 | 3.27% | 11,893,776 | 2.17% | 77 | 1.35% | 79 | 1.28% | 49 | - |
| Jun 30, 2025 | 159 | 1.27% | 11,911,765 | 3.28% | 77 | 1.36% | 83 | 40.68% | 49 | -18.33% |
| Mar 31, 2025 | 157 | 1.29% | 11,534,497 | 5.43% | 75 | 1.42% | 59 | -27.16% | 60 | 42.86% |
| Dec 31, 2024 | 153 | 2.68% | 10,850,140 | 3.72% | 72 | 1.49% | 80 | 3.90% | 41 | 5.13% |
| Sep 30, 2024 | 148 | 6.47% | 10,460,550 | 4.24% | 69 | 1.53% | 77 | -6.10% | 39 | 34.48% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Strategic Advisers Fidelity US TtlStk | 506.95K | 3.23% | - |
| Vanguard US Total Market Shares ETF | 425.06K | 2.71% | - |
| Vanguard Total Stock Mkt Idx Inv | 416.15K | 2.65% | -9.03K |
| Fidelity Small Cap Discovery | 381.57K | 2.43% | 2.60K |
| Fidelity Small Cap Value Fund | 346.68K | 2.21% | 25.68K |
| iShares Russell 2000 ETF | 344.75K | 2.20% | - |
| Fidelity Low-Priced Stock | 339.11K | 2.16% | -910.00 |
| Fidelity Series Small Cap Discovery | 293.20K | 1.87% | - |
| CT (Lux) American Smaller Com 9U USD | 272.42K | 1.74% | -1.65K |
| VT De Lisle America B USD | 230.23K | 1.47% | 13.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 07, 2025 | Quezada Carlos R. | CEO | Sell | $196.09K |
| Aug 27, 2025 | Pudenz Shane | Vice President of Sales | Sell | $577.89K |
| Aug 07, 2025 | Quezada Carlos R. | CEO | Sell | $201.24K |
| Jul 07, 2025 | Metzger Steven D | President | Sell | $16.28K |
| Jun 09, 2025 | Metzger Steven D | President | Sell | $74.14K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 8 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
CSV Ownership FAQ
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