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$CSV
$35.82 +$0.71 (2.02%) Close

Ownership

13F as of Q2 2026 · 15.9M shares outstanding

Who owns CSV?

By type of holder
Institutions 84.9% Insiders 3.7% Everyone else 11.5%
Concentration Top 10 holders own 48.4%
FMR LLC 15.0% · BlackRock, Inc. 6.9%
Institutional ownership
84.9%
+5.9 pts vs last qtr
Institutional holders
157
-10 vs last qtr
Net shares bought
+937.6K
by institutions in Q2 2026
New / sold out
17 / 27
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • T. Rowe Price Investment Management, Inc. +553.6K
  • BlackRock, Inc. +78.6K

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Biggest sellers in Q2 2026
  • Lazard Asset Management LLC SOLD OUT −68.3K
  • Two Sigma Investments, LP −61.6K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Carriage Services Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025
−10.5%
−1.22% a year
Each share's claim on the business
+11.7%
grew without buying or selling a share
Spent on buybacks vs paid in stock
$218M vs $52M
over 10 fiscal years
Diluted shares, split-adjusted
15.0M16.8M18.6M2016: 17.5M shares'162017: 17.7M shares'172018: 18.4M shares'182019: 18.0M shares'192020: 18.1M shares'202021: 18.3M shares'212022: 15.7M shares'222023: 15.5M shares'232024: 15.4M shares'242025: 15.6M shares'25
Buybacks Stock-based comp
$0$70.0M$140.0M2016 buybacks: $02016 stock comp: $3.2M'162017 buybacks: $16.4M2017 stock comp: $3.2M'172018 buybacks: $16.3M2018 stock comp: $6.6M'182019 buybacks: $9.2M2019 stock comp: $2.2M'192020 buybacks: $02020 stock comp: $3.4M'202021 buybacks: $140.0M2021 stock comp: $5.5M'212022 buybacks: $36.7M2022 stock comp: $6.0M'222023 buybacks: $02023 stock comp: $7.7M'232024 buybacks: $02024 stock comp: $6.5M'242025 buybacks: $02025 stock comp: $7.8M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years54% 3–5 years21% 1–3 years11% Under 1 year13%
Quarterly turnover
8.2%
of institutional shares changed hands
Top 10 managers, median time held
5 years

Super Investors

Investment managers reporting CSV on Form 13F
F
FMR LLC
Shares
2.4M
% of company
14.99%
Change vs last qtr
+1.7K (+0.1%)
Held since
2021
B
BlackRock, Inc.
Shares
1.1M
% of company
6.92%
Change vs last qtr
+78.6K (+7.7%)
Held since
≤2021

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Institutional Funds

Mutual funds and ETFs reporting CSV on Form N-PORT; together they hold 37.6% of the company
SA
Strategic Advisers Fidelity U.S. Total Stock Fund
Fidelity Rutland Square Trust II
Position value
$17.7M
% of company
3.32%
% of the fund
0.01%
As of
August 31, 2026
VT
Vanguard Total Stock Market Index Fund
Vanguard Index Funds
Position value
$17.2M
% of company
2.82%
% of the fund
0.00%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
PS
Phillips Shawn R
Insider
Shares
113.8K
% of company
0.72%
Change vs last qtr
—
Held since
—
QC
Quezada Carlos R.
Insider
Shares
109.1K
% of company
0.69%
Change vs last qtr
—
Held since
—

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