Company · Ownership research

CARRIAGE SERVICES INC CSV

CIK 0001016281 · CUSIP 143905107

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 143905107 (CSV), not CUSIP 143905907 (CSV), CUSIP 143905957 (CSV), and does not merge CUSIPs.

This page lists the top 20 of 134 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	AMERIPRISE FINANCIAL INC CIK 820027 · View history	$35.63M 1,327,402 shares	0.01%	+9.04K(+0.70%)Added	SEC filing ↗ Aug 14, 2024	▾
02	BlackRock Inc. CIK 1364742 · View history	$26.43M 984,910 shares	0.00%	-70.00K(-6.60%)Reduced	SEC filing ↗ Aug 13, 2024	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$24.57M 915,297 shares	0.00%	+39.27K(+4.50%)Added	SEC filing ↗ Aug 13, 2024	▾
04	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$19.11M 711,812 shares	0.00%	-2.42K(-0.30%)Reduced	SEC filing ↗ Aug 9, 2024	▾
05	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$16.55M 616,500 shares	0.03%	+46.70K(+8.20%)Added	SEC filing ↗ Aug 9, 2024	▾
06	LSV ASSET MANAGEMENT CIK 1050470 · View history	$12.51M 465,993 shares	0.03%	0(0.00%)Unchanged	SEC filing ↗ Aug 6, 2024	▾
07	HEARTLAND ADVISORS INC CIK 937394 · View history	$9.80M 365,150 shares	0.55%	+22.65K(+6.60%)Added	SEC filing ↗ Aug 8, 2024	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$8.10M 301,738 shares	0.00%	+11.99K(+4.10%)Added	SEC filing ↗ Aug 9, 2024	▾
09	STATE STREET CORP CIK 93751 · View history	$7.71M 287,344 shares	0.00%	-30.65K(-9.60%)Reduced	SEC filing ↗ Aug 14, 2024	▾
10	Assenagon Asset Management S.A. CIK 1546007 · View history	$6.17M 229,718 shares	0.02%	+153.54K(+201.50%)Added	SEC filing ↗ Jul 18, 2024	▾
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history	$5.40M 201,286 shares	0.00%	-24.25K(-10.80%)Reduced	SEC filing ↗ Aug 12, 2024	▾
12	Boston Partners CIK 1386060 · View history	$5.22M 194,345 shares	0.01%	+31.31K(+19.20%)Added	SEC filing ↗ Aug 14, 2024	▾
13	RBF Capital, LLC CIK 1134621 · View history	$3.97M 147,830 shares	0.23%	+4.40K(+3.10%)Added	SEC filing ↗ Aug 14, 2024	▾
14	Bank of New York Mellon Corp CIK 1390777 · View history	$3.79M 141,262 shares	0.00%	+13.60K(+10.70%)Added	SEC filing ↗ Jul 25, 2024	▾
15	Nuveen Asset Management, LLC CIK 1521019 · View history	$3.60M 134,023 shares	0.00%	-21.05K(-13.60%)Reduced	SEC filing ↗ Aug 9, 2024	▾
16	NICHOLAS COMPANY, INC. CIK 903949 · View history	$3.58M 133,200 shares	0.06%	0(0.00%)Unchanged	SEC filing ↗ Jul 24, 2024	▾
17	CITADEL ADVISORS LLC CIK 1423053 · View history	$3.22M 120,144 shares	0.00%	+66.50K(+123.90%)Added	SEC filing ↗ Aug 14, 2024	▾
18	KENNEDY CAPITAL MANAGEMENT LLC CIK 884589 · View history	$3.02M 112,386 shares	0.06%	-483(-0.40%)Reduced	SEC filing ↗ Aug 14, 2024	▾
19	BARD ASSOCIATES INC CIK 1105907 · View history	$3.00M 111,861 shares	1.15%	-700(-0.60%)Reduced	SEC filing ↗ Aug 12, 2024	▾
20	NORTHERN TRUST CORP CIK 73124 · View history	$2.91M 108,418 shares	0.00%	-11.68K(-9.70%)Reduced	SEC filing ↗ Aug 14, 2024	▾

Showing 20 / 134 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

134

Cancelled or null records excluded

Disclosed shares

10,035,082

Not deduplicated across managers

Disclosed value

$269.34M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

CARRIAGE SERVICES INC · Q2 2024

Explore all 134 reporting institutions.

This page includes 20 of 134 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 134 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"143905107","quarter":"2024Q2","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.