CSV Institutional Ownership
Who owns Carriage Services Inc and what the big funds did with it last quarter, from every SEC 13F filing. 160 funds reported holding CSV at Jun 30, 2026, together owning 85.0% of the company.
- ▲84 buying vs 66 selling
- ▲Held by funds +6.1 pts
- ▼Funds holding -7
- ●Superinvestors: 2 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 160 | 167 | −4.2% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 13.5M | 12.5M | +7.7% |
| Held by funds | 85.0% | 79.0% | +6.1 pts |
| New positions | 18 | 26 | −30.8% |
| Increased | 66 | 60 | +10.0% |
| Reduced | 42 | 49 | −14.3% |
| Sold out | 24 | 14 | +71.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CSV
All superinvestors →
Who owns CSV
share of fund held shares- Index and passive funds28.2%
- Active managers and hedge funds60.9%
- Banks and brokers10.3%
- Pensions, insurers and other0.6%
The top 10 holders own 57.1% of all CSV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
35 funds changed their position- Seizert Capital Partners, LLCSold out−94K sh
- Creative PlanningNew+88K sh
- CenterBook Partners LPAdded+34K sh
- Swedbank ABAdded+30K sh
- Principal Financial Group IncAdded+14K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Fmr LLC | 14.99% | 2.4M | $91.3M | +1,693 |
| 2 | BlackRock, Inc. | 6.92% | 1.1M | $42.2M | +79K |
| 3 | T. Rowe Price Investment Management, Inc. | 4.57% | 726K | $27.8M | +554K |
| 4 | Vanguard Capital Management LLC | 4.06% | 645K | $24.7M | +6,526 |
| 5 | Dimensional Fund Advisors LP | 3.99% | 634K | $24.3M | +24K |
| 6 | Ameriprise Financial Inc | 3.43% | 545K | $20.9M | +29K |
| 7 | Lsv Asset Management | 3.42% | 543K | $20.8M | −3,800 |
| 8 | Renaissance Technologies LLC | 2.75% | 437K | $16.8M | +9,225 |
| 9 | Geode Capital Management, LLC | 2.39% | 380K | $14.6M | +24K |
| 10 | Polar Asset Management Partners Inc. | 2.05% | 326K | $12.5M | +72K |
- T. Rowe Price Investment Management, Inc.+554K sh+$21.2M
- BlackRock, Inc.+79K sh+$3M
- Polar Asset Management Partners Inc.+72K sh+$2.8M
- Swedbank AB+65K sh+$2.5M
- Morgan Stanley+56K sh+$2.2M
- Norges Bank+55K sh+$2.1M
- Oak Ridge Investments LLC+50K sh+$1.9M
- Boston Partners+45K sh+$1.7M
- Lazard Asset Management LLC−68K sh−$3.1M
- Two Sigma Investments, LP−62K sh−$2.4M
- Manatuck Hill Partners, LLC−60K sh−$2.3M
- Millennium Management LLC−56K sh−$2.1M
- Arrowstreet Capital, Limited Partnership−34K sh−$1.3M
- Point72 Asset Management, L.P.−25K sh−$1.2M
- Gsa Capital Partners LLP−21K sh−$949K
- Allspring Global Investments Holdings, LLC−21K sh−$819K
CSV institutional ownership FAQ
Who owns the most CSV stock?
In Q2 2026 13F filings the largest holder of CSV was Fmr LLC, followed by BlackRock, Inc. and T. Rowe Price Investment Management, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of CSV is owned by institutions?
Funds that file 13F reports held 85.0% of CSV's shares at Jun 30, 2026, compared with 79.0% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying CSV?
In Q2 2026, 84 funds bought CSV (18 of them new positions) and 66 sold (24 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for CSV is neutral.
What is CSV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CSV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.