Vault-13

CARRIAGE SVCS INC CSV

COM · Common Stock · CUSIP 143905107 · ISIN US1439051079

158 institutional holders -9 vs Q1 2026
13,502,73213.5m shares reported held*
85.0% of all shares outstanding*
$517.8mreported value*
15 new 68 added 42 reduced 24 sold out net bought ≈ $36.5m (+950.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($38.4k this quarter). Holder counts are more reliable. Shares outstanding: 15.9m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $38.35.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 123Q4 22: 122Q1 23: 124Q2 23: 117Q3 23: 120Q4 23: 115Q1 24: 130Q2 24: 134Q3 24: 145Q4 24: 154Q1 25: 158Q2 25: 162Q3 25: 173Q4 25: 155Q1 26: 167Q2 26: 158158Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022123
Q4 2022122
Q1 2023124
Q2 2023117
Q3 2023120
Q4 2023115
Q1 2024130
Q2 2024134
Q3 2024145
Q4 2024154
Q1 2025158
Q2 2025162
Q3 2025173
Q4 2025155
Q1 2026167
Q2 2026158

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 73 bought or addedQ3 24: 56 cut or sold outQ4 24: 73 bought or addedQ4 24: 57 cut or sold outQ4 24Q1 25: 61 bought or addedQ1 25: 73 cut or sold outQ2 25: 78 bought or addedQ2 25: 72 cut or sold outQ2 25Q3 25: 81 bought or addedQ3 25: 73 cut or sold outQ4 25: 63 bought or addedQ4 25: 88 cut or sold outQ4 25Q1 26: 86 bought or addedQ1 26: 64 cut or sold outQ2 26: 83 bought or addedQ2 26: 66 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247356
Q4 20247357
Q1 20256173
Q2 20257872
Q3 20258173
Q4 20256388
Q1 20268664
Q2 20268366

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 25 calls: $739.4kQ3 25 puts: $26.5kQ3 25P/C 0.04Q4 25 calls: $308.8kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $397.2kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$739.4k$26.5k0.04
Q4 2025$308.8k$00.00
Q1 2026$397.2k$00.00
Q2 2026$0$0—

Biggest buyers

T. Rowe Price Investment Management, Inc. Added +553,630+553.6k
BlackRock, Inc. Added +78,615+78.6k
Polar Asset Management Partners Inc. Added +71,905+71.9k
Swedbank AB Added +65,325+65.3k
MORGAN STANLEY Added +56,283+56.3k
OAK RIDGE INVESTMENTS LLC New +50,381+50.4k
Boston Partners Added +44,655+44.7k
Qube Research & Technologies Ltd Added +34,697+34.7k
PRICE T ROWE ASSOCIATES INC /MD/ Added +32,958+33.0k
Trexquant Investment LP Added +30,576+30.6k

Biggest sellers

LAZARD ASSET MANAGEMENT LLC Sold out -68,293-68.3k
TWO SIGMA INVESTMENTS, LP Reduced -61,640-61.6k
Manatuck Hill Partners, LLC Reduced -60,400-60.4k
MILLENNIUM MANAGEMENT LLC Reduced -56,002-56.0k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -34,052-34.1k
Point72 Asset Management, L.P. Sold out -25,479-25.5k
Allspring Global Investments Holdings, LLC Reduced -21,364-21.4k
GSA CAPITAL PARTNERS LLP Sold out -20,780-20.8k
JPMORGAN CHASE & CO Reduced -20,352-20.4k
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Reduced -14,346-14.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +2.0 pts · filed 2025-05-12 14.1% +2.0 pts 2.2m≈ $84.8m 2025-05-12
VINEYARD CAPITAL PARTNERS, L.L.C. 13G · passive investor +6.1 pts · filed 2026-10-21 6.4% +6.1 pts 1.0m≈ $38.7m 2026-10-21

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 2 sellingQ3 25Q4 25: 0 buyingQ4 25: 1 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—2$793.4k$793.4k
Q3 20250—2$217.5k$217.5k
Q4 20250—1$196.1k$196.1k
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.00% of their portfolio BOSTON, MA 2,380,8392.4m $91.3m $91.3m 0.00% Added +1.7k +1,693
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,099,7331.1m $42.2m $42.2m 0.00% Added +78.6k +78,615
3 T. Rowe Price Investment Management, Inc. 0.02% of their portfolio BALTIMORE, MD 725,953726.0k $27.8m $27.8m 0.02% Added +553.6k +553,630
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 644,644644.6k $24.7m $24.7m 0.00% Added +6.5k +6,526
5 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 633,970634.0k $24.3m $24.3m 0.00% Added +23.6k +23,624
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 545,021545.0k $20.9m $20.9m 0.00% Added +29.0k +28,960
7 LSV ASSET MANAGEMENT 0.04% of their portfolio CHICAGO, IL 542,927542.9k $20.8m $20.8m 0.04% Reduced -3.8k -3,800
8 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 437,125437.1k $16.8m $16.8m 0.02% Added +9.2k +9,225
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 380,262380.3k $14.6m $14.6m 0.00% Added +24.4k +24,356
10 Polar Asset Management Partners Inc. 0.23% of their portfolio TORONTO, A6 326,173326.2k $12.5m $12.5m 0.23% Added +71.9k +71,905
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 309,391309.4k $11.9m $11.9m 0.00% Added +1.7k +1,659
12 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 303,115303.1k $11.6m $11.6m 0.01% Reduced -61.6k -61,640
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 298,879298.9k $11.5m $11.5m 0.00% Added +11.5k +11,527
14 Boston Partners 0.01% of their portfolio BOSTON, MA 253,505253.5k $9.7m $9.7m 0.01% Added +44.7k +44,655
15 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.47% of their portfolio EDINA, MN 249,404249.4k $9.6m $9.6m 0.47% Reduced -14.3k -14,346
16 De Lisle Partners LLP 1.00% of their portfolio POOLE, X0 239,593239.6k $9.2m $9.2m 1.00% Added +3.5k +3,501
17 HEARTLAND ADVISORS INC 0.35% of their portfolio MILWAUKEE, WI 207,300207.3k $7.9m $7.9m 0.35% Unchanged
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 191,346191.3k $7.3m $7.3m 0.00% Added +56.3k +56,283
19 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 182,905182.9k $7.0m $7.0m 0.01% Added +34.7k +34,697
20 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 157,231157.2k $6.0m $6.0m 0.00% Added +33.0k +32,958
21 Swedbank AB 0.00% of their portfolio STOCKHOLM, V7 147,525147.5k $5.7m $5.7m 0.00% Added +65.3k +65,325
22 RBF Capital, LLC 0.23% of their portfolio RENO, NV 143,430143.4k $5.5m $5.5m 0.23% Unchanged
23 NICHOLAS COMPANY, INC. 0.09% of their portfolio MILWAUKEE, WI 132,700132.7k $5.1m $5.1m 0.09% Added +75 +75
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 128,001128.0k $4.9m $4.9m 0.00% Added +2.9k +2,941
25 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 119,177119.2k $4.6m $4.6m 0.00% Added +6.6k +6,645
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 117,913117.9k $4.5m $4.5m 0.00% Added +3.6k +3,567
27 KENNEDY CAPITAL MANAGEMENT LLC 0.08% of their portfolio ST LOUIS, MO 111,990112.0k $4.3m $4.3m 0.08% Reduced -2.2k -2,184
28 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 109,450109.5k $4.2m $4.2m 0.00% Reduced -156 -156
29 REGIONS FINANCIAL CORP 0.03% of their portfolio BIRMINGHAM, AL 109,384109.4k $4.2m $4.2m 0.03% Unchanged
30 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.17% of their portfolio BLOOMFIELD HILLS, MI 105,535105.5k $4.0m $4.0m 0.17% Added +28.6k +28,630
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 102,813102.8k $4.0m $4.0m 0.00% Reduced -20.4k -20,352
32 BARD ASSOCIATES INC 0.83% of their portfolio CHICAGO, IL 97,06897.1k $3.7m $3.7m 0.83% Reduced -1.5k -1,457
33 SEIZERT CAPITAL PARTNERS, LLC 0.15% of their portfolio BIRMINGHAM, MI 93,72093.7k $3.6m $3.6m 0.15% Added +7.3k +7,303
34 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 89,47789.5k $3.4m $3.4m 0.01% Unchanged
35 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 79,47279.5k $3.0m $3.0m 0.00% Reduced -34.1k -34,052
36 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 78,03978.0k $3.0m $3.0m 0.00% Reduced -21.4k -21,364
37 Trexquant Investment LP 0.02% of their portfolio STAMFORD, CT 76,59376.6k $2.9m $2.9m 0.02% Added +30.6k +30,576
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 73,80773.8k $2.8m $2.8m 0.00% Reduced -5.2k -5,198
39 JB CAPITAL PARTNERS LP 0.42% of their portfolio Armonk, NY 71,00771.0k $2.7m $2.7m 0.42% Unchanged
40 Manatuck Hill Partners, LLC 0.85% of their portfolio WESTPORT, CT 66,60066.6k $2.6m $2.6m 0.85% Reduced -60.4k -60,400
41 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 62,69062.7k $2.4m $2.4m 0.01% Added +20.0k +19,959
42 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 58,39158.4k $2.2m $2.2m 0.00% Reduced -5.4k -5,370
43 NORGES BANK 0.00% of their portfolio OSLO, Q8 54,90054.9k $2.1m $2.1m 0.00% Not comparable
44 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 52,68652.7k $2.0m $2.0m 0.00% Added +2.5k +2,487
45 OAK RIDGE INVESTMENTS LLC 0.11% of their portfolio Chicago, IL 50,38150.4k $1.9m $1.9m 0.11% New
46 Linden Thomas Advisory Services, LLC 0.15% of their portfolio Charlotte, NC 47,23047.2k $1.8m $1.8m 0.15% Added +5.2k +5,172
47 CREDIT AGRICOLE S A 0.00% of their portfolio Montrouge Cedex, I0 46,92646.9k $1.8m $1.8m 0.00% Unchanged
48 PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio BOSTON, MA 46,24646.2k $1.8m $1.8m 0.01% Added +24.3k +24,319
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,96444.0k $1.7m $1.7m 0.00% Added +6.2k +6,171
50 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 40,18740.2k $1.5m $1.5m 0.00% Added +7.2k +7,211
51 North Star Investment Management Corp. 0.08% of their portfolio CHICAGO, IL 40,00040.0k $1.5m $1.5m 0.08% Unchanged
52 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 39,87539.9k $1.5m $1.5m 0.00% Added +9.2k +9,217
53 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 35,66635.7k $1.4m $1.4m 0.00% Reduced -56.0k -56,002
54 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 31,75731.8k $1.2m $1.2m 0.00% Added +76 +76
55 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 28,19028.2k $1.1m $1.1m 0.00% New
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,98927.0k $1.0m $1.0m 0.00% Added +17.9k +17,939
57 Mendel Money Management 0.38% of their portfolio NORTHBROOK, IL 26,84026.8k $1.0m $1.0m 0.38% Reduced -540 -540
58 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 26,34326.3k $1.0m $1.0m 0.00% Added +11.6k +11,576
59 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 23,91423.9k $916.9k $916.9k 0.00% Added +19.1k +19,138
60 IRONWOOD INVESTMENT MANAGEMENT LLC 0.31% of their portfolio BOSTON, MA 23,46823.5k $899.8k $899.8k 0.31% Unchanged
61 CenterBook Partners LP 0.04% of their portfolio GREENWICH, CT 23,31023.3k $893.7k $893.7k 0.04% New
62 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 21,24421.2k $814.5k $814.5k 0.00% Added +10.2k +10,162
63 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 20,65020.6k $791.7k $791.7k 0.00% Reduced -6.3k -6,334
64 UBS Group AG 0.00% of their portfolio ZURICH, V8 19,94919.9k $764.8k $764.8k 0.00% Reduced -1.4k -1,353
65 WCG Wealth Advisors LLC 0.02% of their portfolio LAS VEGAS, NV 19,35019.4k $741.9k $741.9k 0.02% Added +6.6k +6,587
66 Parvin Asset Management, LLC 0.59% of their portfolio SIOUX FALLS, SD 19,17019.2k $735.0k $735.0k 0.59% Reduced -550 -550
67 Campbell & CO Investment Adviser LLC 0.04% of their portfolio BALTIMORE, MD 18,68918.7k $716.5k $716.5k 0.04% Added +5.1k +5,122
68 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 18,00218.0k $690.2k $690.2k 0.00% Added +300 +300
69 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 15,94715.9k $611.4k $611.4k 0.02% Added +10.6k +10,578
70 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 15,89015.9k $725.5k $725.5k 0.00% Reduced -1.0k -1,000
71 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 15,57515.6k $597.1k $597.1k 0.00% Reduced -1.8k -1,761
72 Magnetar Financial LLC 0.01% of their portfolio EVANSTON, IL 15,04315.0k $576.7k $576.7k 0.01% Added +5.6k +5,604
73 Values First Advisors, Inc. 0.25% of their portfolio JOHNSON CITY, TN 14,13214.1k $541.8k $541.8k 0.25% Reduced -266 -266
74 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 14,11314.1k $541.1k $541.1k 0.00% Added +1.7k +1,729
75 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 13,98514.0k $536.2k $536.2k 0.01% Reduced -9.1k -9,056
76 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 12,83512.8k $492.1k $492.1k 0.00% Added +7.7k +7,679
77 R Squared Ltd 0.24% of their portfolio HONG KONG, K3 12,12912.1k $465.0k $465.0k 0.24% Reduced -5.2k -5,246
78 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 11,61411.6k $445.3k $445.3k 0.01% Reduced -4.1k -4,070
79 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 10,97711.0k $420.9k $420.9k 0.00% Added +341 +341
80 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 10,79110.8k $413.7k $413.7k 0.01% Added +2.7k +2,656
81 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 10,48410.5k $402.0k $402.0k 0.01% New
82 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 10,41910.4k $399.5k $399.5k 0.00% Added +852 +852
83 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 10,28910.3k $394.5k $394.5k 0.00% New
84 BayBridge Capital Group, LLC 0.20% of their portfolio LIVERMORE, CA 10,12010.1k $388.0k $388.0k 0.20% Added +1.9k +1,874
85 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 9,9069.9k $379.8k $379.8k 0.00% Added +3.6k +3,613
86 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 9,8729.9k $378.0k $378.0k 0.00% Reduced -67 -67
87 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 9,0009.0k $345.1k $345.1k 0.00% Unchanged
88 VARCOV Co. 0.13% of their portfolio DARIEN, CT 8,8618.9k $339.7k $339.7k 0.13% New
89 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 8,7978.8k $337.3k $337.3k 0.00% Unchanged
90 ARISTEIA CAPITAL, L.L.C. 0.01% of their portfolio GREENWICH, CT 8,7828.8k $336.7k $336.7k 0.01% Added +1.7k +1,701
91 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 8,7058.7k $333.8k $333.8k 0.00% Added +52 +52
92 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 7,8837.9k $302.2k $302.2k 0.00% Added +519 +519
93 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 7,8207.8k $299.8k $299.8k 0.00% Reduced -1.1k -1,100
94 TSA Wealth Managment LLC 0.08% of their portfolio HOUSTON, TX 7,6077.6k $291.7k $291.7k 0.08% Unchanged
95 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,2017.2k $276.1k $276.1k 0.00% Added +6.0k +6,012
96 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 6,5976.6k $252.9k $252.9k 0.00% Reduced -75 -75
97 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 6,1586.2k $236.1k $236.1k 0.00% Unchanged
98 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 6,0796.1k $233.1k $233.1k 0.00% Reduced -175 -175
99 Hillsdale Investment Management Inc. 0.00% of their portfolio Toronto, A6 5,7005.7k $218.5k $218.5k 0.00% Unchanged
100 MQS Management LLC 0.26% of their portfolio NEW YORK, NY 5,5275.5k $211.9k $211.9k 0.26% New