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Carriage Services

US · CSV #3704 by market cap
33.80 +0.91 +2.77%
Live - 5344 symbols - heartbeat 62s ago · 2026-10-07 20:02
After-hours 33.80 0.00%
Market cap
536.82M
P/B
1.92
EPS
3.25
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✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership fell 1.0 percentage points.

Institutional ownership

Held by institutions
86.49% -1.03pp
Institutions
194 -1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund71.51%
Hedge Fund10.45%
Individual/Insider2.72%
Public Company2.28%
Private Company1.23%
Sovereign Wealth Fund0.36%
VC/PE Fund0.26%
Insurance Company0.21%
Government Pension Fund0.12%
Other10.86%

Top holders as of 2026-06-30

FMR 14.99% · 2.38M sh
BlackRock 6.92% · 1.10M sh
T. Rowe Price Group, Inc. 5.56% · 883.18K sh
Vanguard Capital Management, LLC 4.75% · 754.09K sh
Dimensional Fund Advisors 3.99% · 633.97K sh
Columbia Management Investment Advisers, LLC 3.43% · 545.02K sh
LSV Asset Management 3.42% · 542.93K sh
Renaissance Technologies Corp. 2.75% · 437.13K sh
Geode Capital Management, LLC 2.39% · 380.26K sh
Polar Asset Management Partners Inc. 2.05% · 326.17K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 35 buys · 13 sells

NameRoleStake
Carlos Quezada CEO & Vice Chairman 0.69%
Steven Metzger President, Executive VP, Secretary, Chief Administrative Officer & General Counsel 0.53%
Donald Patteson Lead Independent Director 0.41%
Douglas Meehan Independent Director 0.22%
Gregory Brudnicki Advisor to the Board 0.18%
Chad Fargason Independent Director 0.17%
Rob Franch Chief Information Officer 0.16%
John Enwright Chief Financial Officer 0.10%
Somer Webb Independent Director 0.08%
Kathryn Shanley Chief Accounting Officer 0.07%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-29 Gregory Brudnicki Advisor to the Board Other Acquisition +160 $31.17
2026-09-29 Chad Fargason Independent Director Other Acquisition +1,443 $31.17
2026-09-29 Edmondo Robinson Independent Director Other Acquisition +986 $31.17
2026-09-29 Somer Webb Independent Director Other Acquisition +866 $31.17
2026-09-29 Julie Sanders Independent Director Other Acquisition +312 $31.17
2026-06-29 Gregory Brudnicki Advisor to the Board Other Acquisition +130 $38.34
2026-06-29 Edmondo Robinson Independent Director Other Acquisition +664 $38.34
2026-06-29 Somer Webb Independent Director Other Acquisition +612 $38.34
2026-06-29 Julie Sanders Independent Director Other Acquisition +208 $38.34
2026-03-30 Gregory Brudnicki Advisor to the Board Other Acquisition +109 $45.66
2026-03-30 Edmondo Robinson Independent Director Other Acquisition +557 $45.66
2026-03-30 Somer Webb Independent Director Other Acquisition +541 $45.66
2026-03-30 Julie Sanders Independent Director Other Acquisition +174 $45.66
2026-02-24 Steven Metzger President, Executive VP, Secretary, Chief Administrative Officer & General Counsel Other Acquisition +13,398 $44.08
2026-02-24 Steven Metzger President, Executive VP, Secretary, Chief Administrative Officer & General Counsel Other Derivative Acquisition +13,398 --
2026-02-24 John Enwright Chief Financial Officer Other Acquisition +8,507 $44.08
2026-02-24 John Enwright Chief Financial Officer Other Derivative Acquisition +8,507 --
2026-02-24 Carlos Quezada CEO & Vice Chairman Other Acquisition +20,417 $44.08
2026-02-24 Carlos Quezada CEO & Vice Chairman Other Derivative Acquisition +20,417 --
2026-02-24 Shane Pudenz Officer Other Acquisition +6,210 $44.08

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-07 20:02:39 · For reference only, not investment advice and not tailored to your situation.