Carriage Services, Inc.
Carriage Services, Inc. (CSV) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CSV · as of Mar 31, 2025
Ownership Breakdown
160
Institutional Holders
▲ 3 vs Q4
$447.56M
Total Inst. Value
▲ $11.52M vs Q4
15.87M
Shares Outstanding
freeFloat 89.11%
11.55M
13F Shares Held
▲ 608,894 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CSV largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
FMR LLC services-personal services | 2.21M | 14.51% | 14.51% | $85.71B | May 12, 2025 | ▲ 1.79M |
BLACKROCK, INC. services-personal services | 974.5K | 6.39% | 6.39% | $37.76B | May 2, 2025 | ▼ 7.9K |
VANGUARD GROUP INC services-personal services | 941.4K | 6.18% | 6.18% | $36.48B | May 9, 2025 | ▲ 24.1K |
DIMENSIONAL FUND ADVISORS LP services-personal services | 665.3K | 4.36% | 4.36% | $25.78B | May 13, 2025 | ▼ 69.6K |
LSV ASSET MANAGEMENT services-personal services | 648.4K | 4.25% | 4.25% | $25.13B | May 9, 2025 | ▲ 57.5K |
RENAISSANCE TECHNOLOGIES LLC services-personal services | 512.9K | 3.36% | 3.36% | $19.87B | May 14, 2025 | ▼ 24.9K |
AMERIPRISE FINANCIAL INC services-personal services | 424.3K | 2.78% | 2.78% | $16.44B | May 14, 2025 | ▼ 1.09M |
GEODE CAPITAL MANAGEMENT, LLC services-personal services | 332.2K | 2.18% | 2.18% | $12.87B | May 13, 2025 | ▲ 16.2K |
STATE STREET CORP services-personal services | 296.1K | 1.94% | 1.94% | $11.47B | May 15, 2025 | ▼ 3.2K |
HEARTLAND ADVISORS INC services-personal services | 273.5K | 1.79% | 1.79% | $10.60B | May 7, 2025 | ▼ 60.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
17
Increased
+2.25M shares3
New Positions
first time holders25
Decreased
−1.50M shares0
Sold Out
fully exitedNet shares change (top 50)
+748.6K
+2.25M / −1.50M
Net new holders
-5
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CSV insider trading · insider activity
Source: SEC Form 4
18
Buy transactions
17
Sell transactions
1.06
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Robinson Edmondo director | Mar 31, 2026 | Award | 557 | $45.66 | $25.4K | 4.0K | Form 4 ↗ |
Sanders Julie director | Mar 31, 2026 | Award | 174 | $45.66 | $7.9K | 4.3K | Form 4 ↗ |
Webb Somer director | Mar 31, 2026 | Award | 541 | $45.66 | $24.7K | 10.6K | Form 4 ↗ |
BRUDNICKI GREG M Board Advisor | Mar 31, 2026 | Award | 109 | $45.66 | $5.0K | 28.9K | Form 4 ↗ |
Quezada Carlos R. CEO | Feb 25, 2026 | Award | 20,417 | $44.08 | $900.0K | 109.1K | Form 4 ↗ |
Quezada Carlos R. CEO | Feb 25, 2026 | Award | 20,417 | — | — | 20.4K | Form 4 ↗ |
Franch Rob Paul Chief Information Officer | Feb 25, 2026 | Award | 6,210 | $44.08 | $273.7K | 25.5K | Form 4 ↗ |
Franch Rob Paul Chief Information Officer | Feb 25, 2026 | Award | 6,210 | — | — | 6.2K | Form 4 ↗ |
Enwright John SVP, CFO and Treasurer | Feb 25, 2026 | Award | 8,507 | $44.08 | $375.0K | 15.2K | Form 4 ↗ |
Enwright John SVP, CFO and Treasurer | Feb 25, 2026 | Award | 8,507 | — | — | 8.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Carriage Services, Inc. (CSV) is primarily owned by institutional investors, who hold approximately 72.8% of total shares outstanding. Company insiders own approximately 10.89%, while retail and public investors account for the remaining 16.35%.
The largest institutional shareholder of Carriage Services, Inc. is FMR LLC, holding approximately 2.21 million shares — equal to 14.51% of outstanding shares — as of March 31, 2025.
A total of 160 institutional investors currently hold CSV stock, with a combined institutional value of approximately $447,556,582 as of the most recent 13F filing period.
Frequently asked questions
CSV ownershipCarriage Services, Inc. (CSV) is primarily owned by institutional investors, who hold approximately 72.8% of shares. The largest shareholder is FMR LLC with a 14.51% stake. Company insiders hold 10.89%. Data sourced from SEC Form 13F as of March 31, 2025.