Carriage Services Ownership | Who Owns Carriage Services?

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Carriage Services Ownership Summary

Carriage Services is owned by 75.67% institutional investors, 9.04% insiders, and 15.29% retail investors. Ameriprise financial is the largest institutional shareholder, holding 10.09% of CSV shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.71% of its assets in Carriage Services shares.

CSV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Carriage Services	75.67%	9.04%	15.29%
Sector	Consumer Cyclical Stocks	39.72%	14.50%	45.78%
Industry	Personal Services Stocks	32.44%	8.47%	59.09%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Ameriprise financial	1.51M	10.09%	$60.36M
Blackrock	984.91K	6.62%	$26.43M
Blackrock funding, inc. /de	982.35K	6.54%	$39.15M
Vanguard group	917.27K	6.11%	$36.55M
Dimensional fund advisors lp	734.83K	4.90%	$29.28M
Lsv asset management	590.92K	3.94%	$23.55M
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
Penn mutual asset management	21.50K	1.55%	$856.77K
Bard associates	111.35K	1.51%	$4.44M
Mendel money management	60.36K	1.07%	$2.41M
Manatuck hill partners	55.00K	0.90%	$2.19M
De lisle partners llp	124.07K	0.73%	$4.96M
Heartland advisors	333.60K	0.72%	$13.29M
Jb capital partners lp	71.01K	0.54%	$2.83M
Values first advisors	17.50K	0.38%	$697.29K
Rbf capital	143.43K	0.30%	$5.72M
Emc capital management	6.23K	0.14%	$248.00K

Top Buyers

Holder	Shares	% Assets	Change
Fmr	418.17K	0.00%	417.32K
De lisle partners llp	124.07K	0.73%	124.07K
Lsv asset management	590.92K	0.05%	65.36K
Deroy & devereaux private investment counsel	57.02K	0.13%	57.02K
Qube research	72.96K	0.00%	34.44K

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
De lisle partners llp	124.07K	0.73%	124.07K	$4.96M
Deroy & devereaux private investment counsel	57.02K	0.13%	57.02K	$2.27M
Inspire investing	20.60K	0.09%	20.60K	$821.07K
Franklin resources	8.58K	0.00%	8.58K	$341.99K
Squarepoint ops	7.08K	0.00%	7.08K	$282.18K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
True wealth design	-7.00
Innealta capital	-14.00
Capital performance advisors llp	-58.00
Cibc private wealth group	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	133	9.92%	9,936,695	-1.29%	67	1.45%	62	19.23%	42	-4.55%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	425.06K	2.71%	-
Vanguard Total Stock Mkt Idx Inv	425.06K	2.71%	-
Strategic Advisers Fidelity US TtlStk	411.41K	2.62%	105.76K
iShares Russell 2000 ETF	333.65K	2.13%	162.00
Fidelity Small Cap Value Fund	320.99K	2.05%	52.23K
Fidelity Small Cap Discovery	297.94K	1.90%	3.94K
CT (Lux) American Smaller Com 9U USD	263.59K	1.68%	7.11K
Fidelity Series Small Cap Discovery	251.40K	1.60%	10.30K
Fidelity Low-Priced Stock	223.68K	1.43%	216.45K
Heartland Value Investor	219.44K	1.40%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 09, 2025	Metzger Steven D	President	Sell	$74.14K
May 07, 2025	Metzger Steven D	President	Sell	$121.80K
May 07, 2025	Quezada Carlos R.	CEO	Sell	$176.94K
Apr 28, 2025	Quezada Carlos R.	CEO	Sell	$87.20K
Apr 29, 2025	Quezada Carlos R.	CEO	Sell	$38.34K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	8
2025 Q1	-	-
2024 Q4	-	2
2024 Q3	3	3
2024 Q2	2	6

CSV Ownership FAQ

Who Owns Carriage Services?

Carriage Services shareholders are primarily institutional investors at 75.67%, followed by 9.04% insiders and 15.29% retail investors. The average institutional ownership in Carriage Services's industry, Personal Services Stocks , is 32.44%, which Carriage Services exceeds.

Who owns the most shares of Carriage Services?

Carriage Services’s largest shareholders are Ameriprise financial (1.51M shares, 10.09%), Blackrock (984.91K shares, 6.62%), and Blackrock funding, inc. /de (982.35K shares, 6.54%). Together, they hold 23.25% 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?

Penn mutual asset management is Carriage Services’s biggest shareholder by percentage of total assets invested, with 1.55% of its assets in 21.5K Carriage Services shares, valued at 856.78K$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Carriage Services shares, with 2.71% of its total shares outstanding invested in 425.06K Carriage Services shares.

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