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 Sep 30, 2025
Ownership Breakdown
174
Institutional Holders
▲ 12 vs Q2
$539.01M
Total Inst. Value
▼ $5.84M vs Q2
15.87M
Shares Outstanding
freeFloat 89.11%
12.10M
13F Shares Held
▲ 191,461 vs Q2
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
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
FMR LLC services-personal services | 2.35M | 15.34% | 15.34% | $104.88B | Nov 13, 2025 | ▲ 832 |
BLACKROCK, INC. services-personal services | 1.03M | 6.68% | 6.68% | $45.70B | Nov 12, 2025 | ▼ 15.0K |
VANGUARD GROUP INC services-personal services | 1.02M | 6.65% | 6.65% | $45.48B | Nov 7, 2025 | ▲ 38.7K |
LSV ASSET MANAGEMENT services-personal services | 609.1K | 3.97% | 3.97% | $27.13B | Nov 6, 2025 | ▼ 32.9K |
DIMENSIONAL FUND ADVISORS LP services-personal services | 607.8K | 3.96% | 3.96% | $27.07B | Nov 12, 2025 | ▼ 12.0K |
RENAISSANCE TECHNOLOGIES LLC services-personal services | 483.9K | 3.15% | 3.15% | $21.55B | Nov 13, 2025 | ▼ 42.8K |
AMERIPRISE FINANCIAL INC services-personal services | 480.8K | 3.13% | 3.13% | $21.41B | Nov 14, 2025 | ▲ 3.5K |
GEODE CAPITAL MANAGEMENT, LLC services-personal services | 380.1K | 2.48% | 2.48% | $16.93B | Nov 12, 2025 | ▲ 30.1K |
STATE STREET CORP services-personal services | 307.3K | 2.00% | 2.00% | $13.69B | Nov 14, 2025 | ▲ 9.5K |
DE LISLE PARTNERS LLP services-personal services | 232.2K | 1.51% | 1.51% | $10.36B | Nov 13, 2025 | ▲ 22.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
27
Increased
+609.9K shares2
New Positions
first time holders18
Decreased
−305.5K shares0
Sold Out
fully exitedNet shares change (top 50)
+304.4K
+609.9K / −305.5K
Net new holders
+11
2 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 76.3% of total shares outstanding. Company insiders own approximately 10.89%, while retail and public investors account for the remaining 12.86%.
The largest institutional shareholder of Carriage Services, Inc. is FMR LLC, holding approximately 2.35 million shares — equal to 15.34% of outstanding shares — as of September 30, 2025.
A total of 174 institutional investors currently hold CSV stock, with a combined institutional value of approximately $539,013,361 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 76.3% of shares. The largest shareholder is FMR LLC with a 15.34% stake. Company insiders hold 10.89%. Data sourced from SEC Form 13F as of September 30, 2025.