Carriage Services, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 05/15/2026 | 2.38 M | $108.63 M | 0.74% | 15.42% |
| BLACKROCK, INC. | 05/13/2026 | 1.02 M | $46.62 M | -0.96% | 6.62% |
| 05/15/2026 | 638.12 K | $29.14 M | 100.00% | 4.14% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 610.35 K | $27.87 M | 0.58% | 3.96% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 546.73 K | $24.96 M | -3.48% | 3.54% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 516.06 K | $23.56 M | 7.16% | 3.35% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 427.90 K | $19.54 M | -5.35% | 2.77% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 364.76 K | $16.65 M | 155.76% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 355.91 K | $16.26 M | -7.80% | 2.31% |
| STATE STREET CORP | 05/15/2026 | 307.73 K | $14.05 M | -1.14% | 1.99% |
| 05/08/2026 | 287.35 K | $13.12 M | 100.00% | 1.86% | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 263.75 K | $12.04 M | 6.91% | 1.71% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 05/15/2026 | 254.27 K | $11.61 M | 100.00% | 1.65% |
| DE LISLE PARTNERS LLP | 05/13/2026 | 236.09 K | $10.77 M | -0.06% | 1.53% |
| BOSTON PARTNERS | 05/11/2026 | 208.85 K | $9.54 M | -14.32% | 1.35% |
| HEARTLAND ADVISORS INC | 05/06/2026 | 207.30 K | $9.47 M | 0.00% | 1.34% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 172.32 K | $7.87 M | 100.00% | 1.12% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 148.21 K | $6.77 M | -0.65% | 0.96% |
| RBF CAPITAL, LLC | 05/18/2026 | 143.43 K | $6.55 M | 0.00% | 0.93% |
| MORGAN STANLEY | 05/15/2026 | 135.06 K | $6.17 M | -7.61% | 0.88% |
| NICHOLAS COMPANY, INC. | 05/04/2026 | 132.63 K | $6.06 M | -0.51% | 0.86% |
| MANATUCK HILL PARTNERS, LLC | 05/15/2026 | 127.00 K | $5.80 M | -7.30% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 125.06 K | $5.71 M | -2.54% | 0.81% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 124.27 K | $5.68 M | 12.01% | 0.81% |
| JPMORGAN CHASE & CO | 05/13/2026 | 123.17 K | $5.52 M | 0.31% | 0.80% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 114.35 K | $5.22 M | -2.07% | 0.74% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 114.17 K | $5.21 M | 1.85% | 0.74% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 113.52 K | $5.18 M | -18.06% | 0.74% |
| NORTHERN TRUST CORP | 05/14/2026 | 112.53 K | $5.14 M | 3.57% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 109.61 K | $5.00 M | 100.00% | 0.71% |
| REGIONS FINANCIAL CORP | 05/05/2026 | 109.38 K | $4.99 M | 4.42% | 0.71% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 99.40 K | $4.54 M | -6.01% | 0.64% |
| BARD ASSOCIATES INC | 05/08/2026 | 98.53 K | $4.50 M | -1.13% | 0.64% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 91.67 K | $4.19 M | -32.67% | 0.59% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 05/11/2026 | 89.48 K | $4.09 M | 0.00% | 0.58% |
| SEIZERT CAPITAL PARTNERS, LLC | 05/07/2026 | 86.42 K | $3.95 M | 0.65% | 0.56% |
| SWEDBANK AB | 04/29/2026 | 82.20 K | $3.75 M | 100.00% | 0.53% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 79.01 K | $3.61 M | 50.18% | 0.51% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 04/27/2026 | 76.91 K | $3.51 M | 0.52% | 0.50% |
| JB CAPITAL PARTNERS LP | 05/14/2026 | 71.01 K | $3.24 M | 0.00% | 0.46% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 68.29 K | $3.12 M | 94.16% | 0.44% |
| LPL FINANCIAL LLC | 05/06/2026 | 63.76 K | $2.91 M | 1.31% | 0.41% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 50.20 K | $2.29 M | 0.85% | 0.33% |
| CREDIT AGRICOLE S A | 05/15/2026 | 46.93 K | $2.14 M | 0.00% | 0.30% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 46.02 K | $2.10 M | 28.47% | 0.30% |
| HRT FINANCIAL LP | 05/14/2026 | 42.73 K | $1.95 M | 11.44% | 0.28% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 04/10/2026 | 42.06 K | $1.92 M | 97.99% | 0.27% |
| SKOPOS LABS, INC. | 04/29/2026 | 40.16 K | $1.83 M | 100.00% | 0.26% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 40.00 K | $1.83 M | 207.69% | 0.26% |
| CITADEL ADVISORS LLC | 05/15/2026 | 37.79 K | $1.73 M | 90.34% | 0.25% |
Carriage Services, Inc. institutional Ownership - FAQ's
During the previous two years, 223 institutional investors and hedge funds held shares of Carriage Services, Inc.. The most heavily invested institutionals were:
FMR LLC: 2.38 M
BlackRock, Inc.: 1.02 M
DIMENSIONAL FUND ADVISORS LP: 610,346
LSV ASSET MANAGEMENT: 546,727
AMERIPRISE FINANCIAL INC: 516,061
RENAISSANCE TECHNOLOGIES LLC: 427,900
81.27% of Carriage Services, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 16.78 M shares in the last 24 months. This purchase volume represents approximately $727.10 M in transactions.