CSV Carriage Services, Inc.
Carriage Services, Inc. (CSV) Institutional Ownership
What the institutions did with CSV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 679.8K | 25.0% |
| LSV ASSET MANAGEMENT | 540.8K | 19.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 364.3K | 13.4% |
| Swedbank AB | 177.7K | 6.5% |
| NICHOLAS COMPANY, INC. | 132.7K | 4.9% |
| Bank of New York Mellon Corp | 119.0K | 4.4% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 103.0K | 3.8% |
| Creative Planning | 88.4K | 3.3% |
| Allspring Global Investments Holdings, LLC | 85.8K | 3.2% |
| LPL Financial LLC | 64.4K | 2.4% |
| CenterBook Partners LP | 57.3K | 2.1% |
| REGIONS FINANCIAL CORP | 55.7K | 2.0% |
| Linden Thomas Advisory Services, LLC | 50.8K | 1.9% |
| OAK RIDGE INVESTMENTS LLC | 50.6K | 1.9% |
| Mendel Money Management | 24.5K | 0.9% |
| PRINCIPAL FINANCIAL GROUP INC | 21.4K | 0.8% |
| BayBridge Capital Group, LLC | 19.1K | 0.7% |
| R Squared Ltd | 14.5K | 0.5% |
| Values First Advisors, Inc. | 13.9K | 0.5% |
| DEUTSCHE BANK AG\ | 12.4K | 0.5% |
| Achmea Investment Management B.V. | 12.0K | 0.4% |
| TSA Wealth Managment LLC | 7.6K | 0.3% |
| BARCLAYS PLC | 5.8K | 0.2% |
| Russell Investments Group, Ltd. | 5.3K | 0.2% |
| CITIGROUP INC | 2.5K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| SEIZERT CAPITAL PARTNERS, LLC | Sold Out | 93.7K | 0 | -93.7K |
| Creative Planning | New | 0 | 88.4K | +88.4K |
| REGIONS FINANCIAL CORP | Reduced | 109.4K | 55.7K | -53.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 634.0K | 679.8K | +45.8K |
| CenterBook Partners LP | Increased | 23.3K | 57.3K | +34.0K |
| Swedbank AB | Increased | 147.5K | 177.7K | +30.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 380.3K | 364.3K | -16.0K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 7.9K | 21.4K | +13.6K |
| Achmea Investment Management B.V. | New | 0 | 12.0K | +12.0K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 10.8K | 0 | -10.8K |
| BayBridge Capital Group, LLC | Increased | 10.1K | 19.1K | +9.0K |
| Allspring Global Investments Holdings, LLC | Increased | 78.0K | 85.8K | +7.7K |
| LPL Financial LLC | Increased | 58.4K | 64.4K | +6.0K |
| MQS Management LLC | Sold Out | 5.5K | 0 | -5.5K |
| CITIGROUP INC | Reduced | 7.2K | 2.5K | -4.7K |
| Linden Thomas Advisory Services, LLC | Increased | 47.2K | 50.8K | +3.6K |
| BARCLAYS PLC | Increased | 2.3K | 5.8K | +3.4K |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | Reduced | 105.5K | 103.0K | -2.5K |
| R Squared Ltd | Increased | 12.1K | 14.5K | +2.4K |
| Mendel Money Management | Reduced | 26.8K | 24.5K | -2.3K |
| LSV ASSET MANAGEMENT | Reduced | 542.9K | 540.8K | -2.1K |
| State of Wyoming | Sold Out | 1.7K | 0 | -1.7K |
| DEUTSCHE BANK AG\ | Reduced | 14.1K | 12.4K | -1.7K |
| Versant Capital Management, Inc | Increased | 170 | 1.4K | +1.3K |
| Bank of New York Mellon Corp | Increased | 117.9K | 119.0K | +1.1K |
| PNC Financial Services Group, Inc. | Increased | 347 | 1.4K | +1.1K |
| SIGNATUREFD, LLC | New | 0 | 628 | +628 |
| Larson Financial Group LLC | Reduced | 379 | 20 | -359 |
| Sterling Capital Management LLC | Increased | 103 | 425 | +322 |
| OAK RIDGE INVESTMENTS LLC | Increased | 50.4K | 50.6K | +265 |
| SALEM INVESTMENT COUNSELORS INC | Sold Out | 248 | 0 | -248 |
| Leonteq Securities AG | Sold Out | 245 | 0 | -245 |
| GAMMA Investing LLC | Increased | 117 | 351 | +234 |
| US BANCORP \DE\ | Increased | 250 | 480 | +230 |
| Values First Advisors, Inc. | Reduced | 14.1K | 13.9K | -204 |
| LANARK FINANCIAL, INC. | New | 0 | 200 | +200 |
| SBI Securities Co., Ltd. | Reduced | 175 | 5 | -170 |
| Russell Investments Group, Ltd. | Reduced | 5.4K | 5.3K | -116 |
| NISA INVESTMENT ADVISORS, LLC | Reduced | 1.2K | 1.1K | -111 |
| Clearstead Advisors, LLC | Sold Out | 84 | 0 | -84 |
| Parallel Advisors, LLC | Reduced | 77 | 23 | -54 |
| Bare Financial Services, Inc | New | 0 | 53 | +53 |
| Farther Finance Advisors, LLC | Reduced | 66 | 15 | -51 |
| Essential Partners LLC | Increased | 10 | 55 | +45 |
| TD PRIVATE CLIENT WEALTH LLC | New | 0 | 36 | +36 |
| J.Safra Asset Management Corp | Increased | 77 | 108 | +31 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Sold Out | 30 | 0 | -30 |
| FIFTH THIRD BANCORP | Reduced | 32 | 5 | -27 |
| SJS Investment Consulting Inc. | New | 0 | 27 | +27 |
| CoreCap Advisors, LLC | New | 0 | 22 | +22 |
| Allworth Financial LP | Increased | 20 | 38 | +18 |
| Root Financial Partners, LLC | New | 0 | 15 | +15 |
| IFP Advisors, Inc | Reduced | 283 | 272 | -11 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 174 | 164 | -10 |
| Caitong International Asset Management Co., Ltd | New | 0 | 5 | +5 |
| EverSource Wealth Advisors, LLC | Increased | 34 | 38 | +4 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.