Carriage Services Ownership | Who Owns Carriage Services?
Carriage Services Ownership Summary
Carriage Services is owned by 25.62% institutional investors, 10.63% insiders, and 63.75% retail investors. Fmr is the largest institutional shareholder, holding 15.42% of CSV shares. Strategic Advisers Fidelity US TtlStk is the top mutual fund, with 3.31% of its assets in Carriage Services shares.
CSV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carriage Services | 25.62% | 10.63% | 63.75% |
| Sector | Consumer Cyclical Stocks | 249.86% | 15.44% | -165.30% |
| Industry | Personal Services Stocks | 30.70% | 11.57% | 57.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 2.38M | 15.42% | $108.63M |
| Vanguard group | 1.02M | 6.64% | $43.26M |
| Blackrock | 984.91K | 6.62% | $26.43M |
| Blackrock funding, inc. /de | 1.02M | 6.62% | $46.62M |
| Dimensional fund advisors lp | 610.35K | 3.96% | $27.87M |
| Lsv asset management | 546.73K | 3.54% | $24.96M |
| Ameriprise financial | 516.06K | 3.35% | $23.56M |
| Renaissance | 427.90K | 2.77% | $19.54M |
| Two sigma investments, lp | 364.75K | 2.36% | $16.65M |
| Geode capital management | 355.91K | 2.31% | $16.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Manatuck hill partners | 127.00K | 1.57% | $5.80M |
| De lisle partners llp | 236.09K | 1.29% | $10.77M |
| Bard associates | 98.53K | 1.13% | $4.50M |
| Punch & associates investment management | 263.75K | 0.69% | $12.04M |
| Jb capital partners lp | 71.01K | 0.56% | $3.24M |
| Mendel money management | 27.38K | 0.52% | $1.25M |
| Heartland advisors | 207.30K | 0.48% | $9.47M |
| Ironwood investment management | 23.47K | 0.45% | $1.07M |
| R squared | 17.38K | 0.44% | $793.34K |
| Rbf capital | 143.43K | 0.34% | $6.55M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Polar asset management partners | 254.27K | 0.23% | 254.27K |
| Two sigma investments, lp | 364.75K | 0.01% | 222.14K |
| T. rowe price investment management | 172.32K | 0.01% | 172.32K |
| Vanguard fiduciary trust | 109.61K | 0.00% | 109.61K |
| Swedbank ab | 82.20K | 0.00% | 82.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harbert fund advisors | - | - | -208.50K |
| Repertoire partners lp | - | - | -93.16K |
| Assenagon asset management | - | - | -86.88K |
| Praetorian pr | - | - | -80.00K |
| Blackrock | 984.91K | 0.00% | -70.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Polar asset management partners | 254.27K | 0.23% | 254.27K | $11.61M |
| T. rowe price investment management | 172.32K | 0.01% | 172.32K | $7.87M |
| Vanguard fiduciary trust | 109.61K | 0.00% | 109.61K | $5.00M |
| Swedbank ab | 82.20K | 0.00% | 82.20K | $3.75M |
| Skopos labs | 40.16K | 0.06% | 40.16K | $1.83M |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -2.00 |
| Tortoise investment management | -3.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Mai capital management | -6.00 |
| True wealth design | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 74 | -51.63% | 3,952,615 | -66.71% | 25 | 0.43% | 39 | -38.10% | 20 | -64.91% |
| Dec 31, 2025 | 101 | -41.28% | 6,858,670 | -43.33% | 44 | 0.72% | 36 | -58.14% | 39 | -25.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Strategic Advisers Fidelity US TtlStk | 524.59K | 3.31% | 16.04K |
| Vanguard Total Stock Mkt Idx Inv | 447.65K | 2.82% | - |
| Vanguard US Total Market Shares ETF | 425.06K | 2.71% | - |
| Fidelity Small Cap Discovery | 383.27K | 2.42% | - |
| Fidelity Small Cap Value Fund | 346.68K | 2.21% | 25.68K |
| Fidelity Low-Priced Stock | 336.97K | 2.12% | -272.00 |
| iShares Russell 2000 ETF | 327.38K | 2.06% | 2.77K |
| CT (Lux) American Smaller Com 9U USD | 301.43K | 1.90% | 4.55K |
| Fidelity Series Small Cap Discovery | 294.60K | 1.86% | - |
| VT De Lisle America B USD | 236.09K | 1.49% | - |
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 |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 8 |
| 2025 Q1 | - | - |
CSV Ownership FAQ
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