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Carriage Services Inc (CSV)

CUSIP: 143905107 | NYSE | Consumer Cyclical · Personal Services | Small Cap | 559 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GJeffrey K Boutwell
with Vineyard Capital Partners, L.L.C.
1,010,0006.4%New 5%+ stakeOct 19, 2026No 13F filer matched
13G/AVineyard Capital Partners, L.L.C.41,8000.3%Newly reportedFeb 13, 2026No 13F filer matched
13GJeffrey K Boutwell1,010,000
6.4% of class · Oct 19, 2026New 5%+ stake
with Vineyard Capital Partners, L.L.C.
No 13F filer matched
13G/AVineyard Capital Partners, L.L.C.41,800
0.3% of class · Feb 13, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP679,802
0.0% of portfolio›$21.2M
Swedbank AB177,696
0.0% of portfolio›$5.5M
Nicholas Company, Inc.132,700
0.1% of portfolio›$4.1M
Bank of New York Mellon Corp119,018
0.0% of portfolio›$3.7M
Deroy & Devereaux Private Investment Counsel Inc103,025
0.3% of portfolio›$3.2M
Creative Planning88,373
0.0% of portfolio›$2.8M
Allspring Global Investments Holdings, LLC85,752
0.0% of portfolio›$2.7M
CenterBook Partners LP57,272
0.1% of portfolio›$1.8M
Regions Financial Corp55,687
0.0% of portfolio›$1.7M
Linden Thomas Advisory Services, LLC50,783
0.1% of portfolio›$1.6M
OAK Ridge Investments LLC50,646
0.1% of portfolio›$1.6M
North Star Investment Management Corp.41,000
0.1% of portfolio›$1.3M
Mendel Money Management24,500
0.3% of portfolio›$763.7K
Principal Financial Group Inc21,443
0.0% of portfolio›$668.4K
BayBridge Capital Group, LLC19,101
0.3% of portfolio›$595.4K
Values First Advisors, Inc.13,928
0.2% of portfolio›$434.1K
Achmea Investment Management B.V.12,000
0.0% of portfolio›$374.3K
TSA Wealth Managment LLC7,607
0.1% of portfolio›$237.1K
Citigroup Inc2,494
0.0% of portfolio›$77.7K
Versant Capital Management, Inc1,440
0.0% of portfolio›$44.9K
Nisa Investment Advisors, LLC1,093
0.0% of portfolio›$34.1K
State of Alaska, Department of Revenue834
0.0% of portfolio›$25
Signaturefd, LLC628
0.0% of portfolio›$19.6K
Sterling Capital Management LLC425
0.0% of portfolio›$13.2K
Gamma Investing LLC351
0.0% of portfolio›$10.9K
Towne Trust Company, N.a300
0.0% of portfolio›$9.4K
IFP Advisors, Inc272
0.0% of portfolio›$8.5K
Lanark Financial, Inc.200
0.0% of portfolio›$6.2K
Harbor Capital Advisors, Inc.164
0.0% of portfolio›$5
J.Safra Asset Management Corp108
0.0% of portfolio›$3.4K
SBK Financial, Inc.100
0.0% of portfolio›$3.1K
Essential Partners LLC55
0.0% of portfolio›$1.7K
Bare Financial Services, Inc53
0.0% of portfolio›$1.7K
EverSource Wealth Advisors, LLC38
0.0% of portfolio›$1.2K
TD Private Client Wealth LLC36
0.0% of portfolio›$1.1K
New England Capital Financial Advisors LLC32
0.0% of portfolio›$990
SJS Investment Consulting Inc.27
0.0% of portfolio›$842
Parallel Advisors, LLC23
0.0% of portfolio›$717
CoreCap Advisors, LLC22
0.0% of portfolio›$686
Larson Financial Group LLC20
0.0% of portfolio›$623
Farther Finance Advisors, LLC15
0.0% of portfolio›$468
Root Financial Partners, LLC15
0.0% of portfolio›$468
Caitong International Asset Management Co., Ltd5
0.0% of portfolio›$156
SBI Securities Co., Ltd.5
0.0% of portfolio›$156
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
679,802$21.2M0.0%IndexLowAustin, TX2026-11-04
Swedbank AB
177,696$5.5M0.0%GrowthLowStockholm, Sweden2026-10-27
Nicholas Company, Inc.
132,700$4.1M0.1%CoreLowMilwaukee, WI2026-11-05
Bank of New York Mellon Corp
119,018$3.7M0.0%CoreLowNew York, NY2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
103,025$3.2M0.3%ValueMediumBloomfield Hills, MI2026-10-26
Creative Planning
88,373$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
85,752$2.7M0.0%CoreMediumCharlotte, NC2026-11-04
CenterBook Partners LP
57,272$1.8M0.1%ValueVery HighGreenwich, CT2026-11-02
Regions Financial Corp
55,687$1.7M0.0%CoreLowBirmingham, AL2026-11-05
Linden Thomas Advisory Services, LLC
50,783$1.6M0.1%CoreLowCharlotte, NC2026-10-19
OAK Ridge Investments LLC
50,646$1.6M0.1%MomentumMediumChicago, IL2026-10-30
North Star Investment Management Corp.
41,000$1.3M0.1%CoreLowChicago, IL2026-10-27
Mendel Money Management
24,500$763.7K0.3%GrowthMediumNorthbrook, IL2026-11-02
Principal Financial Group Inc
21,443$668.4K0.0%CoreLowDes Moines, IA2026-11-02
BayBridge Capital Group, LLC
19,101$595.4K0.3%GARPMediumLivermore, CA2026-10-13
Values First Advisors, Inc.
13,928$434.1K0.2%CoreMediumJohnson City, TN2026-10-23
Achmea Investment Management B.V.
12,000$374.3K0.0%CoreMediumZeist, Philippines2026-10-30
TSA Wealth Managment LLC
7,607$237.1K0.1%ETFMediumHouston, TX2026-10-22
Citigroup Inc
2,494$77.7K0.0%CoreMediumNew York, NY2026-11-04
Versant Capital Management, Inc
1,440$44.9K0.0%GARPLowPhoenix, AZ2026-10-02
Nisa Investment Advisors, LLC
1,093$34.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
State of Alaska, Department of Revenue
834$250.0%CoreVery LowJuneau, AK2026-10-15
Signaturefd, LLC
628$19.6K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
425$13.2K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
351$10.9K0.0%IndexVery LowFoster City, CA2026-10-08
Towne Trust Company, N.a
300$9.4K0.0%CoreLowNewport News, VA2026-10-28
IFP Advisors, Inc
272$8.5K0.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
200$6.2K0.0%CoreMediumBirmingham, AL2026-10-26
Harbor Capital Advisors, Inc.
164$50.0%ValueHighChicago, IL2026-10-22
J.Safra Asset Management Corp
108$3.4K0.0%ETFLowNew York, NY2026-11-03
SBK Financial, Inc.
100$3.1K0.0%N/AN/ARichmond, VA2026-11-02
Essential Partners LLC
55$1.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bare Financial Services, Inc
53$1.7K0.0%ETFVery LowGap, PA2026-11-04
EverSource Wealth Advisors, LLC
38$1.2K0.0%CoreMediumBirmingham, AL2026-11-04
TD Private Client Wealth LLC
36$1.1K0.0%ETFLowNew York, NY2026-10-28
New England Capital Financial Advisors LLC
32$9900.0%ETFLowMeriden, CT2026-11-03
SJS Investment Consulting Inc.
27$8420.0%ETFVery LowSylvania, OH2026-10-26
Parallel Advisors, LLC
23$7170.0%IndexLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
22$6860.0%ETFMediumSouthfield, MI2026-10-08
Larson Financial Group LLC
20$6230.0%GrowthLowSt Louis, MO2026-11-05
Farther Finance Advisors, LLC
15$4680.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
15$4680.0%ETFMediumEncinitas, CA2026-10-21
Caitong International Asset Management Co., Ltd
5$1560.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
5$1560.0%Agg GrowthLowTokyo, Mexico2026-10-22