Carriage Services, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2026 | 2.38 M | $91.28 M | 0.07% | 15.21% |
| BLACKROCK, INC. | 08/07/2026 | 1.10 M | $42.16 M | 7.70% | 7.03% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 725.95 K | $27.83 M | 321.27% | 4.64% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 644.64 K | $24.72 M | 1.02% | 4.12% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 633.97 K | $24.31 M | 3.87% | 4.05% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 545.02 K | $20.90 M | 5.61% | 3.48% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 542.93 K | $20.82 M | -0.70% | 3.47% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 437.13 K | $16.76 M | 2.16% | 2.79% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 380.26 K | $14.58 M | 6.84% | 2.43% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 08/14/2026 | 326.17 K | $12.51 M | 28.28% | 2.08% |
| STATE STREET CORP | 08/07/2026 | 309.39 K | $11.86 M | 0.54% | 1.98% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 303.12 K | $11.62 M | -16.90% | 1.94% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 298.88 K | $11.46 M | 4.01% | 1.91% |
| BOSTON PARTNERS | 08/04/2026 | 253.51 K | $9.72 M | 21.38% | 1.62% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 249.40 K | $9.56 M | -5.44% | 1.59% |
| DE LISLE PARTNERS LLP | 08/12/2026 | 239.59 K | $9.19 M | 1.48% | 1.53% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 207.30 K | $7.95 M | 0.00% | 1.32% |
| MORGAN STANLEY | 08/13/2026 | 191.35 K | $7.34 M | 41.67% | 1.22% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 182.91 K | $7.01 M | 23.41% | 1.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 157.23 K | $6.03 M | 26.52% | 1.00% |
| SWEDBANK AB | 07/15/2026 | 147.53 K | $5.66 M | 79.47% | 0.94% |
| RBF CAPITAL, LLC | 08/14/2026 | 143.43 K | $5.50 M | 0.00% | 0.92% |
| NICHOLAS COMPANY, INC. | 08/05/2026 | 132.70 K | $5.09 M | 0.06% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 128.00 K | $4.91 M | 2.35% | 0.82% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 128.00 K | $4.91 M | 100.00% | 0.82% |
| NORTHERN TRUST CORP | 08/13/2026 | 119.18 K | $4.57 M | 5.91% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 117.91 K | $4.52 M | 3.12% | 0.75% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 111.99 K | $4.29 M | -1.91% | 0.72% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 109.45 K | $4.20 M | -0.14% | 0.70% |
| REGIONS FINANCIAL CORP | 08/10/2026 | 109.38 K | $4.19 M | 0.00% | 0.70% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 07/27/2026 | 105.54 K | $4.05 M | 37.23% | 0.67% |
| JPMORGAN CHASE & CO | 08/12/2026 | 102.81 K | $3.97 M | -16.52% | 0.66% |
| BARD ASSOCIATES INC | 08/12/2026 | 97.07 K | $3.72 M | -1.48% | 0.62% |
| SEIZERT CAPITAL PARTNERS, LLC | 08/05/2026 | 93.72 K | $3.59 M | 8.45% | 0.60% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 89.48 K | $3.43 M | 0.00% | 0.57% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 79.47 K | $3.05 M | -30.00% | 0.51% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 78.04 K | $2.99 M | -21.49% | 0.50% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 76.59 K | $2.94 M | 66.45% | 0.49% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 73.81 K | $2.83 M | -6.58% | 0.47% |
| JB CAPITAL PARTNERS LP | 08/11/2026 | 71.01 K | $2.71 M | 0.00% | 0.45% |
| MANATUCK HILL PARTNERS, LLC | 08/14/2026 | 66.60 K | $2.55 M | -47.56% | 0.43% |
| HRT FINANCIAL LP | 08/14/2026 | 62.69 K | $2.40 M | 46.71% | 0.40% |
| LPL FINANCIAL LLC | 08/07/2026 | 58.39 K | $2.24 M | -8.42% | 0.37% |
| NORGES BANK | 08/12/2026 | 54.90 K | $2.10 M | 100.00% | 0.35% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 52.69 K | $2.02 M | 4.95% | 0.34% |
| OAK RIDGE INVESTMENTS LLC | 07/21/2026 | 50.38 K | $1.93 M | 100.00% | 0.32% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 07/16/2026 | 47.23 K | $1.81 M | 12.30% | 0.30% |
| CREDIT AGRICOLE S A | 08/14/2026 | 46.93 K | $1.80 M | 0.00% | 0.30% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 46.25 K | $1.77 M | 110.91% | 0.30% |
| CITADEL ADVISORS LLC | 09/02/2026 | 43.96 K | $1.69 M | 16.33% | 0.28% |
Carriage Services, Inc. institutional Ownership - FAQ's
During the previous two years, 234 institutional investors and hedge funds held shares of Carriage Services, Inc.. The most heavily invested institutionals were:
FMR LLC: 2.38 M
BlackRock, Inc.: 1.1 M
T. Rowe Price Investment Management, Inc.: 725,953
VANGUARD CAPITAL MANAGEMENT LLC: 644,644
DIMENSIONAL FUND ADVISORS LP: 633,970
AMERIPRISE FINANCIAL INC: 545,021
87.11% of Carriage Services, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 18.84 M shares in the last 24 months. This purchase volume represents approximately $816.19 M in transactions.