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 June 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 |
|---|---|---|
| FMR LLC | 2.4M | 17.6% |
| BlackRock, Inc. | 1.1M | 8.1% |
| T. Rowe Price Investment Management, Inc. | 726.0K | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 644.6K | 4.8% |
| DIMENSIONAL FUND ADVISORS LP | 634.0K | 4.7% |
| AMERIPRISE FINANCIAL INC | 545.0K | 4.0% |
| LSV ASSET MANAGEMENT | 542.9K | 4.0% |
| RENAISSANCE TECHNOLOGIES LLC | 437.1K | 3.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 380.3K | 2.8% |
| Polar Asset Management Partners Inc. | 326.2K | 2.4% |
| STATE STREET CORP | 309.4K | 2.3% |
| TWO SIGMA INVESTMENTS, LP | 303.1K | 2.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 298.9K | 2.2% |
| Boston Partners | 253.5K | 1.9% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 249.4K | 1.8% |
| De Lisle Partners LLP | 239.6K | 1.8% |
| HEARTLAND ADVISORS INC | 207.3K | 1.5% |
| MORGAN STANLEY | 191.3K | 1.4% |
| Qube Research & Technologies Ltd | 182.9K | 1.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 157.2K | 1.2% |
| Swedbank AB | 147.5K | 1.1% |
| RBF Capital, LLC | 143.4K | 1.1% |
| NICHOLAS COMPANY, INC. | 132.7K | 1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 128.0K | 0.9% |
| NORTHERN TRUST CORP | 119.2K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | Increased | 172.3K | 726.0K | +553.6K |
| BlackRock, Inc. | Increased | 1.0M | 1.1M | +78.6K |
| Polar Asset Management Partners Inc. | Increased | 254.3K | 326.2K | +71.9K |
| LAZARD ASSET MANAGEMENT LLC | Sold Out | 68.3K | 0 | -68.3K |
| Swedbank AB | Increased | 82.2K | 147.5K | +65.3K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 364.8K | 303.1K | -61.6K |
| Manatuck Hill Partners, LLC | Reduced | 127.0K | 66.6K | -60.4K |
| MORGAN STANLEY | Increased | 135.1K | 191.3K | +56.3K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 91.7K | 35.7K | -56.0K |
| OAK RIDGE INVESTMENTS LLC | New | 0 | 50.4K | +50.4K |
| Boston Partners | Increased | 208.9K | 253.5K | +44.7K |
| Qube Research & Technologies Ltd | Increased | 148.2K | 182.9K | +34.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | 113.5K | 79.5K | -34.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 124.3K | 157.2K | +33.0K |
| Trexquant Investment LP | Increased | 46.0K | 76.6K | +30.6K |
| AMERIPRISE FINANCIAL INC | Increased | 516.1K | 545.0K | +29.0K |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | Increased | 76.9K | 105.5K | +28.6K |
| TUDOR INVESTMENT CORP ET AL | New | 0 | 28.2K | +28.2K |
| Point72 Asset Management, L.P. | Sold Out | 25.5K | 0 | -25.5K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 355.9K | 380.3K | +24.4K |
| PANAGORA ASSET MANAGEMENT INC | Increased | 21.9K | 46.2K | +24.3K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 610.3K | 634.0K | +23.6K |
| CenterBook Partners LP | New | 0 | 23.3K | +23.3K |
| Allspring Global Investments Holdings, LLC | Reduced | 99.4K | 78.0K | -21.4K |
| GSA CAPITAL PARTNERS LLP | Sold Out | 20.8K | 0 | -20.8K |
| JPMORGAN CHASE & CO | Reduced | 123.2K | 102.8K | -20.4K |
| HRT FINANCIAL LP | Increased | 42.7K | 62.7K | +20.0K |
| TD Asset Management Inc | Increased | 4.8K | 23.9K | +19.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 9.1K | 27.0K | +17.9K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | 263.8K | 249.4K | -14.3K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 14.8K | 26.3K | +11.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 287.4K | 298.9K | +11.5K |
| Quantbot Technologies LP | Increased | 5.4K | 15.9K | +10.6K |
| Brevan Howard Capital Management LP | New | 0 | 10.5K | +10.5K |
| Pathstone Holdings, LLC | New | 0 | 10.3K | +10.3K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 11.1K | 21.2K | +10.2K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 427.9K | 437.1K | +9.2K |
| Nuveen, LLC | Increased | 30.7K | 39.9K | +9.2K |
| XTX Topco Ltd | Reduced | 23.0K | 14.0K | -9.1K |
| VARCOV Co. | New | 0 | 8.9K | +8.9K |
| WELLS FARGO & COMPANY/MN | Increased | 5.2K | 12.8K | +7.7K |
| SEIZERT CAPITAL PARTNERS, LLC | Increased | 86.4K | 93.7K | +7.3K |
| BANK OF AMERICA CORP /DE/ | Increased | 33.0K | 40.2K | +7.2K |
| Creative Planning | Sold Out | 7.2K | 0 | -7.2K |
| Verition Fund Management LLC | Sold Out | 7.2K | 0 | -7.2K |
| HSBC HOLDINGS PLC | Sold Out | 7.1K | 0 | -7.1K |
| Balyasny Asset Management L.P. | Sold Out | 6.8K | 0 | -6.8K |
| NORTHERN TRUST CORP | Increased | 112.5K | 119.2K | +6.6K |
| WCG Wealth Advisors LLC | Increased | 12.8K | 19.4K | +6.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 638.1K | 644.6K | +6.5K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold Out | 6.4K | 0 | -6.4K |
| Invesco Ltd. | Reduced | 27.0K | 20.7K | -6.3K |
| CITADEL ADVISORS LLC | Increased | 37.8K | 44.0K | +6.2K |
| CITIGROUP INC | Increased | 1.2K | 7.2K | +6.0K |
| Magnetar Financial LLC | Increased | 9.4K | 15.0K | +5.6K |
| MQS Management LLC | New | 0 | 5.5K | +5.5K |
| Squarepoint Ops LLC | Sold Out | 5.5K | 0 | -5.5K |
| LPL Financial LLC | Reduced | 63.8K | 58.4K | -5.4K |
| Commonwealth Financial Services, LLC | Sold Out | 5.3K | 0 | -5.3K |
| Atria Investments, Inc | Sold Out | 5.3K | 0 | -5.3K |
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.