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Carriage Services Ownership | Who Owns Carriage Services?

OverviewForecastRevenueFinancialsChartTranscripts

Carriage Services Ownership Summary

Carriage Services is owned by 67.46% institutional investors, 16.63% insiders, and 15.91% retail investors. Ameriprise financial is the largest institutional shareholder, holding 8.92% of CSV shares. CT (Lux) American Smaller Com 9U USD is the top mutual fund, with 5.47% of its assets in Carriage Services shares.

CSV Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockCarriage Services67.46%16.63%15.91%
SectorConsumer Cyclical Stocks 57.51%11.91%30.59%
IndustryPersonal Services Stocks 61.34%9.12%29.55%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
CT (Lux) American Smaller Com 9U USD832.91K5.47%16.32K
CT American Smaller Coms(US) InstAccGBP789.30K5.18%-22.01K
Vanguard Total Stock Mkt Idx Inv425.06K2.79%-
iShares Russell 2000 ETF337.03K2.21%-756.00
Heartland Value Investor275.00K1.81%-
Vanguard Institutional Extnd Mkt Idx Tr208.90K1.37%3.65K
DFA US Micro Cap I184.71K1.21%-
Fidelity Small Cap Index139.87K0.92%-3.33K
Boston Partners Small Cap Value II Inv136.45K0.90%-
Nicholas Small-Cap Growth Equity131.50K0.86%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 05, 2024Elliott Paul Donald Sr. VP and Regional PartnerSell$188.90K
Aug 22, 2024Fargason Charles-Buy$62.88K
Aug 22, 2024Fargason Charles-Buy$31.42K
Aug 13, 2024Phillips Shawn R Sr. VP & Regional PartnerSell$234.76K
Aug 12, 2024Phillips Shawn R Sr. VP & Regional PartnerSell$213.03K

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q333
2024 Q226
2024 Q1212
2023 Q4--

CSV Ownership FAQ

Who Owns Carriage Services?

Carriage Services shareholders are primarily institutional investors at 67.46%, followed by 16.63% insiders and 15.91% retail investors. The average institutional ownership in Carriage Services's industry, Personal Services Stocks , is 61.34%, which Carriage Services exceeds.

Who owns the most shares of Carriage Services?

Carriage Services’s largest shareholders are Ameriprise financial (1.33M shares, 8.92%), Blackrock (984.91K shares, 6.62%), and Vanguard group (915.3K shares, 6.15%). Together, they hold 21.70% of Carriage Services’s total shares outstanding.

Does Blackrock own Carriage Services?

Yes, BlackRock owns 6.62% of Carriage Services, totaling 984.91K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 26.43M$. In the last quarter, BlackRock decreased its holdings by -69.997K shares, a -6.64% change.

Who is Carriage Services’s biggest shareholder by percentage of total assets invested?

Bard associates is Carriage Services’s biggest shareholder by percentage of total assets invested, with 1.15% of its assets in 111.86K Carriage Services shares, valued at 3M$.

Who is the top mutual fund holder of Carriage Services shares?

CT (Lux) American Smaller Com 9U USD is the top mutual fund holder of Carriage Services shares, with 5.47% of its total shares outstanding invested in 832.91K Carriage Services shares.

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