Across its top 20 institutional holders, CSV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 32/100).

Quarterly Activity

Recent Activity

+$288.3M

Total Buy Value

$216.9M

Total Sell Value

New buy26

Trim50

Add60

Sold out15

Net Buyers

Net Sellers

Smart Money Convergence

CSV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/CSV

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

143905107

FAQ

Who are the top institutional investors holding CARRIAGE SERVICES INC (CSV)?

Major stakeholders currently include FMR LLC ($108.6M), BlackRock, Inc. ($46.6M), Vanguard Capital Management LLC ($29.1M). Based on the latest 13F filings, there are a total of 167 tracked investment funds and institutions maintaining positions in CSV.

What is the overall institutional sentiment toward CSV recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $122.9M, driven by 86 managers accumulating shares while 65 reduced their exposure.

Which institutions have been selling or reducing their CSV positions?

In the latest period, 50 funds trimmed their holdings, and 15 managers completely exited their positions. The aggregate reported sell value was $216.9M.

Are there any notable investors adding CSV to their portfolios?

Yes, buying activity remains notable. 26 institutions opened new positions in {ticker}, and 60 existing holders added to their shares. The total reported buy value for the quarter amounted to $288.3M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,151

Total reported value

$2.1T

3246 13F institutions increased their position this quarter

View detail

AMZN

Amazon.com INC

Institutions Holding

5,958

Total reported value

$1.5T

3029 13F institutions increased their position this quarter

View detail

NVDA

Nvidia CORP

Institutions Holding

5,766

Total reported value

$3.0T

2744 13F institutions increased their position this quarter

View detail

Developer Access

Access CSV's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/CSV

CLI

npx alphasmo stocks get CSV

Full API & MCP documentation →