13FBOX
CARRIAGE SVCS INC COM · 13F Institutional Holdings
Options Calculator Rankings

CARRIAGE SVCS INC COM

CSV
Institutions
159
Combined AUM (Q2 2026)
$517.9M
Combined Shares (Q2 2026)
13.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.5M
85 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-560,456
67 · 24 Exit · ≈
⚖️ Net
+918,729
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$517.9M
Institutions
159
New Buys
17
Adds
68
Reduces
43
Exits
24
Unchanged
31
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
<0.01%0.01%#53$91.3M2.4M$108.6M2.4M+1,693+0.07%Add
BlackRock, Inc.
<0.01%<0.01%#75$42.2M1.1M$46.6M1.0M+78,615+7.70%Add
T. Rowe Price Investment Management, Inc.
0.02%0.01%#32$27.8M725,953$7.9M172,323+553,630+321.27%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#82$24.7M644,644$29.1M638,118+6,526+1.02%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%0.01%#49$24.3M633,970$27.9M610,346+23,624+3.87%Add
AMERIPRISE FINANCIAL INC
<0.01%0.01%#52$20.9M545,021$23.6M516,061+28,960+5.61%Add
LSV ASSET MANAGEMENT
0.04%0.05%#27$20.8M542,927$25.0M546,727-3,800-0.70%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.02%0.03%#31$16.8M437,125$19.5M427,900+9,225+2.16%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#67$14.6M380,262$16.3M355,906+24,356+6.84%Add
Polar Asset Management Partners Inc.
0.2%0.23%#14$12.5M326,173$11.6M254,268+71,905+28.28%Add
STATE STREET CORP
<0.01%<0.01%#93$11.9M309,391$14.1M307,732+1,659+0.54%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#36$11.6M303,115$16.7M364,755-61,640-16.90%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#84$11.5M298,879$13.1M287,352+11,527+4.01%Add
Boston Partners
0.01%0.01%#35$9.7M253,505$9.5M208,850+44,655+21.38%Add
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
0.47%0.69%#5$9.6M249,404$12.0M263,750-14,346-5.44%Reduce
De Lisle Partners LLP
1%1.29%#1$9.2M239,593$10.8M236,092+3,501+1.48%Add
HEARTLAND ADVISORS INC
0.35%0.48%#8$7.9M207,300$9.5M207,30000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#90$7.3M191,346$7.8M174,029+17,317+9.95%Add
Qube Research & Technologies Ltd
0.01%0.01%#40$7.0M182,905$6.8M148,208+34,697+23.41%Add
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#77$6.0M157,231$5.7M124,273+32,958+26.52%Add
Swedbank AB
<0.01%<0.01%#47$5.7M147,525$3.8M82,200+65,325+79.47%Add
RBF Capital, LLC
0.23%0.32%#13$5.5M143,430$6.5M143,43000.00%Unchanged
NICHOLAS COMPANY, INC.
0.09%0.12%#21$5.1M132,700$6.1M132,625+75+0.06%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#73$4.9M128,001$5.7M125,060+2,941+2.35%Add
NORTHERN TRUST CORP
<0.01%<0.01%#81$4.6M119,177$5.1M112,532+6,645+5.90%Add
Bank of New York Mellon Corp
<0.01%<0.01%#68$4.5M117,913$5.2M114,346+3,567+3.12%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.08%0.11%#24$4.3M111,990$5.2M114,174-2,184-1.91%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#64$4.2M109,450$5.0M109,606-156-0.14%Reduce
REGIONS FINANCIAL CORP
0.03%0.03%#29$4.2M109,384$5.0M109,38400.00%Unchanged
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
0.17%0.18%#16$4.0M105,535$3.5M76,905+28,630+37.23%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#107$4.0M102,813$5.5M123,165-20,352-16.52%Reduce
BARD ASSOCIATES INC
0.83%1.13%#3$3.7M97,068$4.5M98,525-1,457-1.48%Reduce
SEIZERT CAPITAL PARTNERS, LLC
0.15%0.18%#17$3.6M93,720$3.9M86,417+7,303+8.45%Add
Universal- Beteiligungs- und Servicegesellschaft mbH
0.01%0.01%#44$3.4M89,477$4.1M89,47700.00%Unchanged
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#59$3.0M79,472$5.2M113,524-34,052-30.00%Reduce
Allspring Global Investments Holdings, LLC
<0.01%0.01%#48$3.0M78,039$4.5M99,403-21,364-21.49%Reduce
Trexquant Investment LP
0.02%0.02%#34$2.9M76,593$2.1M46,017+30,576+66.45%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#101$2.8M73,807$3.6M79,005-5,198-6.58%Reduce
JB CAPITAL PARTNERS LP
0.42%0.56%#6$2.7M71,007$3.2M71,00700.00%Unchanged
Manatuck Hill Partners, LLC
0.85%1.57%#2$2.6M66,600$5.8M127,000-60,400-47.56%Reduce
HRT FINANCIAL LP
<0.01%<0.01%#51$2.4M62,690$2.0M42,731+19,959+46.71%Add
LPL Financial LLC
<0.01%<0.01%#85$2.2M58,391$2.9M63,761-5,370-8.42%Reduce
NORGES BANK
<0.01%#108$2.1M54,900$00+54,900New Buy
FIRST TRUST ADVISORS LP
<0.01%<0.01%#61$2.0M52,686$2.3M50,199+2,487+4.95%Add
OAK RIDGE INVESTMENTS LLC
0.11%#20$1.9M50,381$00+50,381New Buy
Linden Thomas Advisory Services, LLC
0.15%0.19%#18$1.8M47,230$1.9M42,058+5,172+12.30%Add
CREDIT AGRICOLE S A
<0.01%0.01%#54$1.8M46,926$2.1M46,92600.00%Unchanged
PANAGORA ASSET MANAGEMENT INC
0.01%<0.01%#42$1.8M46,246$1.0M21,927+24,319+110.91%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#110$1.7M43,964$1.7M37,793+6,171+16.33%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#124$1.5M40,187$1.5M32,976+7,211+21.87%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow