Who Owns Carriage Services Stock?
NYSE: CSVConsumer DiscretionaryOther Consumer ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 87.59%
- Held by insiders
- 2.83%
- Institutional holders
- 222
- Institutions 87.6%
- Insiders 2.8%
- Public and other 9.6%
Who owns Carriage Services stock?
Institutional investors own about 87.6% of Carriage Services's shares, spread across 222 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.83% of CSV.
The largest institutional holders are FMR, LLC (15.00%), Blackrock Inc. (6.93%) and T. Rowe Price Investment Management, Inc. (4.57%). Together, the top 10 institutions control 48.6% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their CSV positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CSV
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FMR, LLC | 2.38M | 15.00% | +0.1% |
| Blackrock Inc. | 1.10M | 6.93% | +7.7% |
| T. Rowe Price Investment Management, Inc. | 725.95K | 4.57% | +321.3% |
| Vanguard Capital Management LLC | 644.64K | 4.06% | +1.0% |
| Dimensional Fund Advisors LP | 633.97K | 3.99% | +3.9% |
| Ameriprise Financial, Inc. | 545.02K | 3.43% | +5.6% |
| LSV Asset Management | 542.93K | 3.42% | -0.7% |
| Renaissance Technologies, LLC | 437.13K | 2.75% | +2.2% |
| Geode Capital Management, LLC | 380.26K | 2.40% | +6.8% |
| Polar Asset Management Partners Inc. | 326.17K | 2.05% | +28.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CSV
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | 526.78K | 3.32% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 447.65K | 2.82% |
| Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund | 383.27K | 2.41% |
| iShares Trust-iShares Russell 2000 ETF | 369.97K | 2.33% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | 335.05K | 2.11% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 324.64K | 2.05% |
| Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund | 294.60K | 1.86% |
| HEARTLAND GROUP INC.-Heartland Value Fund | 207.30K | 1.31% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 180.35K | 1.14% |
| T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd. | 171.63K | 1.08% |
Frequently asked questions
Who is the largest shareholder of Carriage Services?
FMR, LLC is the largest institutional shareholder of CSV, owning 15.00% of shares outstanding (2.38M shares) as of its latest 13F filing.
What percentage of Carriage Services is owned by institutions?
Institutions own about 87.6% of CSV shares and 90.1% of the public float.
How much of Carriage Services do insiders own?
Insiders, such as officers and directors, own about 2.83% of CSV shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.