Carriage Services, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.03 M | $43.61 M | 0.48% | 6.70% |
| VANGUARD GROUP INC | 01/29/2026 | 1.02 M | $43.26 B | 0.14% | 6.64% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 606.83 K | $25.67 M | -0.16% | 3.94% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 566.43 K | $23.96 M | -7.01% | 3.68% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 452.10 K | $19.12 M | -6.57% | 2.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 386.02 K | $16.33 B | 1.54% | 2.51% |
| STATE STREET CORP | 02/13/2026 | 311.27 K | $13.17 M | 1.29% | 2.02% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/17/2026 | 246.70 K | $10.44 M | 16.68% | 1.60% |
| BOSTON PARTNERS | 02/13/2026 | 243.75 K | $10.31 M | 9.73% | 1.58% |
| DE LISLE PARTNERS LLP | 02/13/2026 | 236.23 K | $10.00 M | 1.72% | 1.53% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 207.30 K | $8.77 M | 0.00% | 1.35% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 148.60 K | $6.29 M | 16.28% | 0.97% |
| MORGAN STANLEY | 02/13/2026 | 146.19 K | $6.18 M | -16.00% | 0.95% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 142.62 K | $6.03 M | 14.77% | 0.93% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 138.55 K | $5.86 M | -9.19% | 0.90% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 136.15 K | $5.76 M | 597.06% | 0.88% |
| NICHOLAS COMPANY, INC. | 02/04/2026 | 133.31 K | $5.64 M | 0.09% | 0.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 128.32 K | $5.43 M | -0.13% | 0.83% |
| JPMORGAN CHASE & CO | 02/11/2026 | 122.78 K | $5.19 M | 1.24% | 0.80% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 116.76 K | $4.94 M | 0.00% | 0.76% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 112.10 K | $4.74 M | -0.71% | 0.73% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 105.76 K | $4.47 M | -26.01% | 0.69% |
| REGIONS FINANCIAL CORP | 01/27/2026 | 104.76 K | $4.43 M | 0.00% | 0.68% |
| BARD ASSOCIATES INC | 02/13/2026 | 99.66 K | $4.22 M | -2.32% | 0.65% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 01/28/2026 | 89.48 K | $3.78 M | 0.00% | 0.58% |
| SEIZERT CAPITAL PARTNERS, LLC | 02/02/2026 | 85.86 K | $3.63 M | 3.40% | 0.56% |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 01/27/2026 | 76.51 K | $3.24 M | -3.10% | 0.50% |
| JB CAPITAL PARTNERS LP | 02/13/2026 | 71.01 K | $3.00 M | 0.00% | 0.46% |
| LPL FINANCIAL LLC | 02/11/2026 | 62.94 K | $2.66 M | 4.96% | 0.41% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 52.61 K | $2.23 B | -33.44% | 0.34% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 49.78 K | $2.11 M | 2.79% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 40.72 K | $1.72 B | 16.67% | 0.26% |
| HRT FINANCIAL LP | 02/12/2026 | 38.34 K | $1.62 M | -14.70% | 0.25% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 33.65 K | $1.42 M | 1.94% | 0.22% |
| NUVEEN, LLC | 02/12/2026 | 33.13 K | $1.40 M | 0.00% | 0.22% |
| MENDEL MONEY MANAGEMENT | 01/29/2026 | 29.50 K | $1.25 M | -26.13% | 0.19% |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 02/12/2026 | 23.47 K | $992.70 K | 100.00% | 0.15% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 02/12/2026 | 23.17 K | $980.05 K | 9.95% | 0.15% |
| BARCLAYS PLC | 02/13/2026 | 22.15 K | $937.11 K | 9.00% | 0.14% |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 01/16/2026 | 21.24 K | $898.58 K | 3.54% | 0.14% |
| UBS GROUP AG | 01/29/2026 | 20.43 K | $864.02 K | -62.18% | 0.13% |
| CITADEL ADVISORS LLC | 02/17/2026 | 19.86 K | $839.91 M | 100.00% | 0.13% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 19.01 K | $804.00 K | 8.52% | 0.12% |
| RHUMBLINE ADVISERS | 02/13/2026 | 18.15 K | $767.53 M | -14.71% | 0.12% |
| JANE STREET GROUP, LLC | 02/12/2026 | 18.05 K | $763.30 M | 18.13% | 0.12% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 16.84 K | $712.10 K | 67.93% | 0.11% |
| R SQUARED LTD | 01/30/2026 | 16.37 K | $692.58 K | 7.20% | 0.11% |
| PERRITT CAPITAL MANAGEMENT INC | 02/17/2026 | 14.99 K | $634.16 K | 15.39% | 0.10% |
| VALUES FIRST ADVISORS, INC. | 01/30/2026 | 14.26 K | $603.12 K | -17.20% | 0.09% |
| Y-INTERCEPT (HONG KONG) LTD | 02/13/2026 | 13.77 K | $582.47 K | 100.00% | 0.09% |
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Carriage Services, Inc. institutional Ownership - FAQ's
During the previous two years, 192 institutional investors and hedge funds held shares of Carriage Services, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.03 M
VANGUARD GROUP INC: 1.02 M
DIMENSIONAL FUND ADVISORS LP: 606,826
LSV ASSET MANAGEMENT: 566,427
RENAISSANCE TECHNOLOGIES LLC: 452,102
GEODE CAPITAL MANAGEMENT, LLC: 386,018
44.54% of Carriage Services, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 11.82 M shares in the last 24 months. This purchase volume represents approximately $523.29 M in transactions.