CSV · Carriage Services Inc · Shareholders & Ownership

$36.98 +1.30 (+3.64%) At close · Oct 22

Russell 2000 member Rebalance outlook locked

Market Cap

$587.33M

15.88M

Volume · Oct 22 274.04K Avg daily vol (3M) 202.41K

Every disclosed holder of CSV in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CSV

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	157	13,506,419	85.04%	Yes
Insiders (Forms 3, 4, 5)	15	568,095	3.58%	Yes
13D/G-only blocks	1	1,010,000	6.36%	Yes
Remaining	—	797,782	5.02%	Rest
Registered funds (N-PORT, not summed)	185	5,946,236	37.44%	No

Shares outstanding: 15,882,296, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CSV

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,380,839	14.99%	+1,693	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	526,294	3.31%	+17,744	May 31, 2026	Fidelity Rutland Square Trust II, not summed
1.2	Fidelity Small Cap Discovery Fund Fund S000055370 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	383,269	2.41%	0	Jul 31, 2026	Fidelity Concord Street Trust, not summed
1.3	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	335,050	2.11%	-450	Jul 31, 2026	Fidelity Puritan Trust, not summed
1.4	Fidelity Series Small Cap Discovery Fund Fund S000055368 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	294,600	1.85%	0	Jul 31, 2026	Fidelity Concord Street Trust, not summed
1.5	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	155,901	0.98%	+16,669	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,099,733	6.92%	+78,615	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	375,617	2.37%	+34,845	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	104,900	0.66%	-10,962	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	47,842	0.30%	+12,058	Jun 30, 2026	iShares Trust, not summed
2.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	26,778	0.17%	+3,209	Jun 30, 2026	Quantitative Master Series LLC, not summed
2.5	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	23,899	0.15%	—	Jun 30, 2026	iShares Trust, not summed
3	VINEYARD CAPITAL PARTNERS, L.L.C. 13G CIK 1682317 · Holding company · Oct 19, 2026 Rule 13d-1(c), passive investor	1,010,000	6.36%	+968,200	Oct 19, 2026	Rule 13d-1(c), passive investor
4	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	725,953	4.57%	+553,630	Jun 30, 2026	carried, not yet filed for the newest quarter
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	644,644	4.06%	+6,526	Jun 30, 2026	carried, not yet filed for the newest quarter
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	633,970	3.99%	+23,624	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	118,291	0.74%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	70,021	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	64,400	0.41%	+11,823	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	62,614	0.39%	+8,631	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	53,245	0.34%	+1,116	Jul 31, 2026	Dimensional ETF Trust, not summed
7	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	545,021	3.43%	+28,960	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Columbia Global Opportunities Fund Fund S000031367 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	2,306	0.01%	+75	Jul 31, 2026	Columbia Funds Series Trust II, not summed
7.2	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	21	0.00%	+2	Jun 30, 2026	Columbia ETF Trust I, not summed
8	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	542,927	3.42%	-3,800	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	50,800	0.32%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	447,647	2.82%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	437,125	2.75%	+9,225	Jun 30, 2026	carried, not yet filed for the newest quarter
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	380,262	2.39%	+24,356	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Polar Asset Management Partners Inc. 13F CIK 1326389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	326,173	2.05%	+71,905	Jun 30, 2026	carried, not yet filed for the newest quarter
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	309,391	1.95%	+1,659	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,096	0.03%	+400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	342	0.00%	+16	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
13.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	81	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	303,115	1.91%	-61,640	Jun 30, 2026	carried, not yet filed for the newest quarter
15	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	298,879	1.88%	+11,527	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	253,505	1.60%	+44,655	Jun 30, 2026	carried, not yet filed for the newest quarter
17	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	249,404	1.57%	-14,346	Jun 30, 2026	carried, not yet filed for the newest quarter
18	De Lisle Partners LLP 13F CIK 2011184 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	239,593	1.51%	+3,501	Jun 30, 2026	carried, not yet filed for the newest quarter
19	HEARTLAND ADVISORS INC 13F CIK 937394 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	207,300	1.31%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Heartland Value Fund Fund S000003523 · Registered fund · Jun 30, 2026 HEARTLAND GROUP INC., not summed	207,300	1.31%	0	Jun 30, 2026	HEARTLAND GROUP INC., not summed
20	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	191,346	1.20%	+56,283	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	90	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
21	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	182,905	1.15%	+34,697	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	180,351	1.14%	+5,230	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	157,231	0.99%	+32,958	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	324,643	2.04%	+261,566	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
23.2	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	171,626	1.08%	+141,567	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
23.3	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	81,380	0.51%	+4,912	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
23.4	T. Rowe Price Spectrum Moderate Growth Allocation Fund Fund S000002138 · Registered fund · May 31, 2026 T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed	7,719	0.05%	—	May 31, 2026	T. ROWE PRICE SPECTRUM FUNDS II, INC., not summed
23.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,100	0.04%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
24	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	147,525	0.93%	+65,325	Jun 30, 2026	carried, not yet filed for the newest quarter
25	RBF Capital, LLC 13F CIK 1134621 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	143,430	0.90%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NICHOLAS COMPANY, INC. 13F CIK 903949 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	132,700	0.84%	+75	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Nicholas Limited Edition, Inc. Fund S000009136 · Registered fund · Jul 31, 2026 Nicholas Limited Edition, Inc., not summed	131,500	0.83%	0	Jul 31, 2026	Nicholas Limited Edition, Inc., not summed
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,001	0.81%	+2,941	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	75,108	0.47%	-1,090	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	34,786	0.22%	+3,937	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	9,313	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	7,528	0.05%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	119,177	0.75%	+6,645	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,428	0.05%	+554	Jun 30, 2026	Northern Funds, not summed
29	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	117,913	0.74%	+3,567	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Boston Partners Small Cap Value Fund II Fund S000001094 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	117,322	0.74%	-848	May 31, 2026	RBB Fund, Inc., not summed
31	Phillips Shawn R Insider CIK 1427418 · Feb 22, 2025 Insider, issuer-wide	113,843	0.72%	-2,612	Feb 22, 2025	Insider, issuer-wide
32	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	111,990	0.71%	-2,184	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	109,450	0.69%	-156	Jun 30, 2026	carried, not yet filed for the newest quarter
34	REGIONS FINANCIAL CORP 13F CIK 1281761 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	109,384	0.69%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Quezada Carlos R. Insider CIK 1816945 · Feb 25, 2026 Director, CEO, issuer-wide	109,110	0.69%	+20,417	Feb 25, 2026	Director, CEO, issuer-wide
36	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13F CIK 1278678 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	105,535	0.66%	+28,630	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	102,813	0.65%	-20,352	Jun 30, 2026	carried, not yet filed for the newest quarter
38	BARD ASSOCIATES INC 13F CIK 1105907 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	97,068	0.61%	-1,457	Jun 30, 2026	carried, not yet filed for the newest quarter
39	SEIZERT CAPITAL PARTNERS, LLC 13F CIK 1134283 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,720	0.59%	+7,303	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Universal- Beteiligungs- und Servicegesellschaft mbH 13F CIK 2057170 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	89,477	0.56%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Metzger Steven D Insider CIK 1703447 · Feb 25, 2026 President & COO, issuer-wide	83,634	0.53%	+13,398	Feb 25, 2026	President & COO, issuer-wide
42	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	80,893	0.51%	0	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
43	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	79,472	0.50%	-34,052	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	78,039	0.49%	-21,364	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	74,380	0.47%	-7,291	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
45	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	76,593	0.48%	+30,576	Jun 30, 2026	carried, not yet filed for the newest quarter
46	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	73,807	0.46%	-5,198	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	13,209	0.08%	-1,555	May 31, 2026	Goldman Sachs ETF Trust, not summed
46.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,428	0.04%	+700	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
46.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	2,637	0.02%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
47	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	73,024	0.46%	+2,584	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
48	JB CAPITAL PARTNERS LP 13F CIK 1138532 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	71,007	0.45%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Elliott Paul Donald Insider CIK 1557459 · Feb 22, 2025 Insider, issuer-wide	67,747	0.43%	-2,427	Feb 22, 2025	Insider, issuer-wide
50	Manatuck Hill Partners, LLC 13F CIK 1467902 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	66,600	0.42%	-60,400	Jun 30, 2026	carried, not yet filed for the newest quarter

43 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 262 holders

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Key facts CIK 1016281 CUSIP 143905107 13F (30d) 12 filings 12 filers Visit website Investor relations