Carriage Services Ownership | Who Owns Carriage Services?
Carriage Services Ownership Summary
Carriage Services is owned by 44.54% institutional investors, 10.57% insiders, and 44.89% 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 | 44.54% | 10.57% | 44.89% |
| Sector | Consumer Cyclical Stocks | 33.14% | 14.17% | 52.68% |
| Industry | Personal Services Stocks | 20.21% | 8.92% | 70.87% |
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 | 6.70% | $43.61M |
| Vanguard group | 1.02M | 6.64% | $43.26M |
| Blackrock | 984.91K | 6.62% | $26.43M |
| Dimensional fund advisors lp | 606.83K | 3.94% | $25.67M |
| Lsv asset management | 566.43K | 3.68% | $23.96M |
| Ameriprise financial | 480.79K | 3.13% | $21.41B |
| Renaissance | 452.10K | 2.94% | $19.12M |
| Geode capital management | 386.02K | 2.51% | $16.33M |
| State street | 307.32K | 2.00% | $13.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| 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 |
| Punch & associates investment management | 211.43K | 0.55% | $9.42M |
| Jb capital partners lp | 71.01K | 0.54% | $3.16M |
| Mendel money management | 29.50K | 0.52% | $1.25M |
| Heartland advisors | 207.30K | 0.47% | $8.77M |
| Ironwood investment management | 23.47K | 0.42% | $992.70K |
| R squared | 16.37K | 0.32% | $692.58K |
| Values first advisors | 14.26K | 0.31% | $603.12K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Punch & associates investment management | 211.43K | 0.55% | 78.73K |
| Qube research | 134.44K | 0.01% | 52.44K |
| Two sigma investments, lp | 124.27K | 0.01% | 39.78K |
| Lazard asset management | 32.83K | 0.00% | 32.83K |
| Price t rowe associates inc /md/ | 103.01K | 0.00% | 32.47K |
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 |
|---|---|---|---|---|
| Lazard asset management | 32.83K | 0.00% | 32.83K | $1.50M |
| Ironwood investment management | 23.47K | 0.42% | 23.47K | $992.70K |
| Magnetar financial | 15.57K | 0.00% | 15.57K | $693.49K |
| Y-intercept (hong kong) | 13.77K | 0.01% | 13.77K | $582.47K |
| North star investment management | 13.00K | 0.03% | 13.00K | $549.90K |
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 |
| Tortoise investment management | -3.00 |
| True wealth design | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 153 | 2.68% | 10,850,140 | 3.72% | 72 | 1.49% | 80 | 3.90% | 41 | 5.13% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Strategic Advisers Fidelity US TtlStk | 508.55K | 3.23% | - |
| Vanguard Total Stock Mkt Idx Inv | 428.90K | 2.72% | 7.55K |
| Vanguard US Total Market Shares ETF | 425.06K | 2.71% | - |
| Fidelity Small Cap Discovery | 383.27K | 2.43% | 1.70K |
| Fidelity Small Cap Value Fund | 346.68K | 2.21% | 25.68K |
| Fidelity Low-Priced Stock | 337.24K | 2.14% | - |
| iShares Russell 2000 ETF | 332.57K | 2.11% | 38.36K |
| Fidelity Series Small Cap Discovery | 294.60K | 1.87% | 1.40K |
| CT (Lux) American Smaller Com 9U USD | 272.28K | 1.73% | 2.54K |
| VT De Lisle America B USD | 236.09K | 1.50% | -139.00 |
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
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