Carriage Services Inc. 13F holders
158 funds reported a position in Carriage Services Inc. in their 13F for the quarter ended 30 June 2026, together 13.5 million shares worth $517.9 million. Against the quarter before, 15 opened a position, 66 added, 42 trimmed and 24 sold out; together they bought a net 950,399 shares. The largest holders: FMR LLC, BlackRock, Inc. and T. Rowe Price Investment Management, Inc.
Funds holding158-9 on Q1 2026
Shares they held13.5Mworth $517.9 million
Net bought on the quarter950,399 sharesabout $36.4 million at the funds' values
Funds buying to selling81 to 66opened or added, to cut or sold
Opened 15Added 66Held 34Trimmed 42Sold out 24
What each fund did in CSV against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in CSV in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 25 reported a position in Carriage Services Inc.: 6 opened one, 8 added, 7 trimmed and 5 sold out, a net 30,395 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in Carriage Services Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 2.4 million shares worth $91.3 million, 0.0% of its reported book. Sold out: Point72 Asset Management. In the quarter, 3 funds added or opened a position and 3 trimmed or sold out; together they sold a net 103,369 shares, about $4.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 2,380,839 | $91.3 million | 0.0% | +1,693 | held | 30 June 2026 | 13F |
| Renaissance Technologies | 437,125 | $16.8 million | 0.0% | +9,225 | added | 30 June 2026 | 13F |
| Geode Capital Management | 380,262 | $14.6 million | 0.0% | +24,356 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 303,115 | $11.6 million | 0.0% | -61,640 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 54,900 | $2.1 million | 0.0% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 43,964 | $1.7 million | 0.0% | +6,171 | added | 30 June 2026 | 13F |
| Millennium Management | 35,666 | $1.4 million | 0.0% | -56,002 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -25,479 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 2,380,839 | 17.63% | $91.3 million | 0.00% | +1,693 | 13F |
| BlackRock, Inc. | 1,099,733 | 8.14% | $42.2 million | 0.00% | +78,615 | 13F |
| T. Rowe Price Investment Management, Inc. | 725,953 | 5.38% | $27.8 million | 0.02% | +553,630 | 13F |
| Vanguard Capital Management LLC | 644,644 | 4.77% | $24.7 million | 0.00% | +6,526 | 13F |
| Dimensional Fund Advisors LP | 633,970 | 4.69% | $24.3 million | 0.00% | +23,624 | 13F |
| Ameriprise Financial Inc. | 545,021 | 4.04% | $20.9 million | 0.00% | +28,960 | 13F |
| LSV Asset Management | 542,927 | 4.02% | $20.8 million | 0.04% | -3,800 | 13F |
| Renaissance Technologies LLC | 437,125 | 3.24% | $16.8 million | 0.02% | +9,225 | 13F |
| Geode Capital Management, LLC | 380,262 | 2.82% | $14.6 million | 0.00% | +24,356 | 13F |
| Polar Asset Management Partners Inc. | 326,173 | 2.42% | $12.5 million | 0.29% | +71,905 | 13F |
| State Street Corp. | 309,391 | 2.29% | $11.9 million | 0.00% | +1,659 | 13F |
| Two Sigma Investments, LP | 303,115 | 2.24% | $11.6 million | 0.01% | -61,640 | 13F |
| Vanguard Portfolio Management LLC | 298,879 | 2.21% | $11.5 million | 0.00% | +11,527 | 13F |
| Boston Partners | 253,505 | 1.88% | $9.7 million | 0.01% | +44,655 | 13F |
| Punch & Associates Investment Management, Inc. | 249,404 | 1.85% | $9.6 million | 0.47% | -14,346 | 13F |
| De Lisle Partners LLP | 239,593 | 1.77% | $9.2 million | 1.00% | +3,501 | 13F |
| Heartland Advisors Inc. | 207,300 | 1.54% | $7.9 million | 0.35% | no change | 13F |
| Morgan Stanley | 191,346 | 1.42% | $7.3 million | 0.00% | +56,283 | 13F |
| Qube Research & Technologies Ltd | 182,905 | 1.35% | $7.0 million | 0.01% | +34,697 | 13F |
| Price T Rowe Associates Inc. | 157,231 | 1.16% | $6.0 million | 0.00% | +32,958 | 13F |
| Swedbank AB | 147,525 | 1.09% | $5.7 million | 0.01% | +65,325 | 13F |
| RBF Capital, LLC | 143,430 | 1.06% | $5.5 million | 0.23% | no change | 13F |
| Nicholas Company, Inc. | 132,700 | 0.98% | $5.1 million | 0.09% | +75 | 13F |
| Charles Schwab Investment Management Inc. | 128,001 | 0.95% | $4.9 million | 0.00% | +2,941 | 13F |
| Northern Trust Corp. | 119,177 | 0.88% | $4.6 million | 0.00% | +6,645 | 13F |
| Bank of New York Mellon Corp | 117,913 | 0.87% | $4.5 million | 0.00% | +3,567 | 13F |
| Kennedy Capital Management LLC | 111,990 | 0.83% | $4.3 million | 0.08% | -2,184 | 13F |
| Vanguard Fiduciary Trust Co. | 109,450 | 0.81% | $4.2 million | 0.00% | -156 | 13F |
| Regions Financial Corp. | 109,384 | 0.81% | $4.2 million | 0.03% | no change | 13F |
| Deroy & Devereaux Private Investment Counsel Inc. | 105,535 | 0.78% | $4.0 million | 0.17% | +28,630 | 13F |
| JPMorgan Chase & Co. | 102,813 | 0.76% | $4.0 million | 0.00% | -20,352 | 13F |
| Bard Associates Inc. | 97,068 | 0.72% | $3.7 million | 0.83% | -1,457 | 13F |
| Seizert Capital Partners, LLC | 93,720 | 0.69% | $3.6 million | 0.15% | +7,303 | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 89,477 | 0.66% | $3.4 million | 0.01% | no change | 13F |
| Arrowstreet Capital, Limited Partnership | 79,472 | 0.59% | $3.0 million | 0.00% | -34,052 | 13F |
| Allspring Global Investments Holdings, LLC | 78,039 | 0.58% | $3.0 million | 0.01% | -21,364 | 13F |
| Trexquant Investment LP | 76,593 | 0.57% | $2.9 million | 0.02% | +30,576 | 13F |
| Goldman Sachs Group Inc. | 73,807 | 0.55% | $2.8 million | 0.00% | -5,198 | 13F |
| JB Capital Partners LP | 71,007 | 0.53% | $2.7 million | 0.42% | no change | 13F |
| Manatuck Hill Partners, LLC | 66,600 | 0.49% | $2.6 million | 0.85% | -60,400 | 13F |
| HRT Financial LP | 62,690 | 0.46% | $2.4 million | 0.00% | +19,959 | 13F |
| LPL Financial LLC | 58,391 | 0.43% | $2.2 million | 0.00% | -5,370 | 13F |
| Norges Bank | 54,900 | 0.41% | $2.1 million | 0.00% | 13F | |
| First Trust Advisors LP | 52,686 | 0.39% | $2.0 million | 0.00% | +2,487 | 13F |
| Oak Ridge Investments LLC | 50,381 | 0.37% | $1.9 million | 0.11% | new | 13F |
| Linden Thomas Advisory Services, LLC | 47,230 | 0.35% | $1.8 million | 0.15% | +5,172 | 13F |
| Credit Agricole S A | 46,926 | 0.35% | $1.8 million | 0.01% | no change | 13F |
| Panagora Asset Management Inc. | 46,246 | 0.34% | $1.8 million | 0.01% | +24,319 | 13F |
| Citadel Advisors LLC | 43,964 | 0.33% | $1.7 million | 0.00% | +6,171 | 13F |
| Bank of America Corp. | 40,187 | 0.30% | $1.5 million | 0.00% | +7,211 | 13F |
The 50 largest of the 158 funds that reported a position in CSV in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 21 October 2026 | 13G | Vineyard Capital Partners, L.L.C. and 3 others | 1.0 million | 6.4% | 19 October 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 12 August 2026 | 13G/A | Vineyard Capital Partners, L.L.C. and 1 other | 41,800 | 0.3% | 13 February 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G | Vineyard Capital Partners, L.L.C. and 1 other | 1.1 million | 7.1% | 31 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 26 August 2026 | 90 | $34.80 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.