Carriage Services, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 11/13/2025 | 2.35 M | $104.88 M | 0.04% | 15.34% |
| BLACKROCK, INC. | 11/12/2025 | 1.03 M | $45.70 M | -1.44% | 6.68% |
| VANGUARD GROUP INC | 11/07/2025 | 1.02 M | $45.48 M | 3.94% | 6.65% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 609.12 K | $27.13 M | -5.12% | 3.97% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 607.82 K | $27.07 M | -1.93% | 3.96% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 483.90 K | $21.55 M | -8.13% | 3.15% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 480.79 K | $21.41 M | 0.74% | 3.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 380.15 K | $16.93 M | 8.59% | 2.48% |
| STATE STREET CORP | 11/14/2025 | 307.32 K | $13.69 M | 3.19% | 2.00% |
| DE LISLE PARTNERS LLP | 11/13/2025 | 232.23 K | $10.36 M | 10.70% | 1.51% |
| BOSTON PARTNERS | 11/13/2025 | 222.13 K | $9.89 M | 9.65% | 1.45% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 211.43 K | $9.42 M | 59.33% | 1.38% |
| HEARTLAND ADVISORS INC | 11/07/2025 | 207.30 K | $9.23 M | -18.56% | 1.35% |
| MORGAN STANLEY | 11/14/2025 | 174.03 K | $7.75 M | -7.33% | 1.13% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 152.56 K | $6.80 M | -17.96% | 0.99% |
| MANATUCK HILL PARTNERS, LLC | 11/14/2025 | 152.00 K | $6.77 M | 4.83% | 0.99% |
| RBF CAPITAL, LLC | 11/14/2025 | 143.43 K | $6.39 M | 0.00% | 0.93% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 142.93 K | $6.37 M | -6.94% | 0.93% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 134.44 K | $5.99 M | 63.96% | 0.88% |
| NICHOLAS COMPANY, INC. | 11/12/2025 | 133.19 K | $5.93 M | -0.02% | 0.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 128.49 K | $5.72 M | 16.24% | 0.84% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 127.80 K | $5.69 M | 22.06% | 0.83% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 124.27 K | $5.53 M | 47.09% | 0.81% |
| JPMORGAN CHASE & CO | 11/26/2025 | 121.27 K | $5.40 M | 25.64% | 0.79% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 116.76 K | $5.20 M | -3.73% | 0.76% |
| NORTHERN TRUST CORP | 11/14/2025 | 115.06 K | $5.12 M | 5.70% | 0.75% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 112.90 K | $5.03 M | -0.35% | 0.74% |
| REGIONS FINANCIAL CORP | 11/19/2025 | 104.76 K | $4.67 M | 11.41% | 0.68% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 103.01 K | $4.59 M | 46.02% | 0.67% |
| BARD ASSOCIATES INC | 11/14/2025 | 102.02 K | $4.54 M | -4.93% | 0.66% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 10/30/2025 | 89.48 K | $3.99 M | 0.00% | 0.58% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/07/2025 | 86.88 K | $3.87 M | 100.00% | 0.57% |
| SEIZERT CAPITAL PARTNERS, LLC | 10/29/2025 | 83.04 K | $3.70 M | 55.17% | 0.54% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 79.03 K | $3.52 M | 55.61% | 0.51% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 10/28/2025 | 78.96 K | $3.52 M | -0.25% | 0.51% |
| JB CAPITAL PARTNERS LP | 11/14/2025 | 71.01 K | $3.16 M | 0.00% | 0.46% |
| LPL FINANCIAL LLC | 11/12/2025 | 59.96 K | $2.67 M | -2.30% | 0.39% |
| UBS GROUP AG | 11/13/2025 | 54.00 K | $2.41 M | 62.62% | 0.35% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 48.43 K | $2.16 M | 13.49% | 0.32% |
| CREDIT AGRICOLE S A | 11/14/2025 | 46.93 K | $2.09 M | 100.00% | 0.31% |
| AXXCESS WEALTH MANAGEMENT, LLC | 11/07/2025 | 45.96 K | $2.05 M | 42.48% | 0.30% |
| HRT FINANCIAL LP | 11/14/2025 | 44.95 K | $2.00 M | 276.84% | 0.29% |
| MARSHALL WACE, LLP | 11/13/2025 | 43.14 K | $1.92 M | 100.00% | 0.28% |
| MENDEL MONEY MANAGEMENT | 11/10/2025 | 39.93 K | $1.78 M | -23.74% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 34.90 K | $1.55 M | -33.47% | 0.23% |
| NUVEEN, LLC | 11/12/2025 | 33.13 K | $1.48 M | -50.64% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 33.01 K | $1.47 M | 7.97% | 0.22% |
| INVESCO LTD. | 11/13/2025 | 31.50 K | $1.40 M | 9.96% | 0.21% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2025 | 31.39 K | $1.40 M | -41.17% | 0.20% |
| NAVELLIER & ASSOCIATES INC | 11/06/2025 | 26.93 K | $1.20 M | 88.19% | 0.18% |
Carriage Services, Inc. institutional Ownership - FAQ's
During the previous two years, 231 institutional investors and hedge funds held shares of Carriage Services, Inc.. The most heavily invested institutionals were:
FMR LLC: 2.35 M
BlackRock, Inc.: 1.03 M
VANGUARD GROUP INC: 1.02 M
LSV ASSET MANAGEMENT: 609,117
DIMENSIONAL FUND ADVISORS LP: 607,822
RENAISSANCE TECHNOLOGIES LLC: 483,900
78.74% of Carriage Services, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 16.13 M shares in the last 24 months. This purchase volume represents approximately $769.72 M in transactions.