Carriage Services Ownership | Who Owns Carriage Services?
Carriage Services Ownership Summary
Carriage Services is owned by 77.59% institutional investors, 8.92% insiders, and 13.49% retail investors. Ameriprise financial is the largest institutional shareholder, holding 10.09% 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 | 77.59% | 8.92% | 13.49% |
| Sector | Consumer Cyclical Stocks | 60.24% | 14.24% | 25.52% |
| Industry | Personal Services Stocks | 52.30% | 8.98% | 38.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ameriprise financial | 1.51M | 10.09% | $60.36M |
| Blackrock funding, inc. /de | 1.04M | 6.78% | $47.62M |
| Blackrock | 984.91K | 6.62% | $26.43M |
| Vanguard group | 917.27K | 6.11% | $36.55M |
| Dimensional fund advisors lp | 734.83K | 4.90% | $29.28M |
| Lsv asset management | 642.02K | 4.18% | $29.37M |
| Renaissance | 537.80K | 3.58% | $21.43M |
| Fmr | 418.17K | 2.79% | $16.66M |
| Heartland advisors | 333.60K | 2.22% | $13.29M |
| Geode capital management | 315.94K | 2.10% | $12.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Manatuck hill partners | 145.00K | 2.50% | $6.63M |
| Penn mutual asset management | 28.47K | 2.30% | $1.30M |
| Bard associates | 107.31K | 1.58% | $4.91M |
| De lisle partners llp | 209.78K | 1.35% | $9.60M |
| Mendel money management | 52.36K | 1.06% | $2.39M |
| Heartland advisors | 333.60K | 0.72% | $13.29M |
| Jb capital partners lp | 71.01K | 0.60% | $3.24M |
| Values first advisors | 17.51K | 0.44% | $800.73K |
| Punch & associates investment management | 132.69K | 0.37% | $6.07M |
| Rbf capital | 143.43K | 0.31% | $6.56M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 418.17K | 0.00% | 417.32K |
| Blackrock funding, inc. /de | 1.04M | 0.00% | 66.65K |
| Deroy & devereaux private investment counsel | 57.02K | 0.13% | 57.02K |
| Seizert capital partners | 53.51K | 0.11% | 53.51K |
| Punch & associates investment management | 132.69K | 0.37% | 41.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harbert fund advisors | - | - | -208.50K |
| Morgan stanley | 84.11K | 0.00% | -156.93K |
| Ameriprise financial | 1.51M | 0.02% | -128.37K |
| Assenagon asset management | - | - | -104.07K |
| Repertoire partners lp | - | - | -93.16K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Deroy & devereaux private investment counsel | 57.02K | 0.13% | 57.02K | $2.27M |
| Seizert capital partners | 53.51K | 0.11% | 53.51K | $2.45M |
| Campbell & co investment adviser | 35.05K | 0.10% | 35.05K | $1.60M |
| Lazard asset management | 32.83K | 0.00% | 32.83K | $1.50M |
| Counterpoint mutual funds | 9.14K | 0.04% | 9.14K | $418.06M |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -2.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| True wealth design | -7.00 |
| Innealta capital | -14.00 |
| Capital performance advisors llp | -58.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 138 | 3.76% | 10,035,072 | 0.99% | 67 | 1.50% | 81 | 30.65% | 29 | -30.95% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Strategic Advisers Fidelity US TtlStk | 506.95K | 3.23% | 2.30K |
| 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 | 378.97K | 2.41% | - |
| Fidelity Small Cap Value Fund | 346.68K | 2.21% | 25.68K |
| Fidelity Low-Priced Stock | 340.02K | 2.17% | -626.00 |
| iShares Russell 2000 ETF | 337.37K | 2.15% | -6.41K |
| 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 | 217.18K | 1.38% | 7.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 07, 2025 | Metzger Steven D | President | Sell | $121.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 8 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | 3 | 3 |
CSV Ownership FAQ
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