CARRIAGE SVCS INC COM

CARRIAGE SVCS INC COM is a security (CUSIP 143905107) tracked across SEC portfolio filings. 168 institutional managers reported $500.6M on Form 13F as of 2026-06-30; 19 registered fund positions totaling $35.1M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 168 managers by value.

ManagerLocationValueShares
FMR LLCBOSTON, MA$108.6M2,379,146
BlackRock, Inc.New York, NY$46.6M1,021,118
VANGUARD GROUP INCValley Forge, PA$43.3M1,022,595
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$27.9M610,346
RENAISSANCE TECHNOLOGIES LLCNEW YORK, NY$19.5M427,900
TWO SIGMA INVESTMENTS, LPNew York, NY$16.7M364,755
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$16.3M355,906
STATE STREET CORPBOSTON, MA$14.1M307,732
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.EDINA, MN$12.0M263,750
Polar Asset Management Partners Inc.TORONTO, A6$11.6M254,268
De Lisle Partners LLPPOOLE, X0$10.8M236,092
Boston PartnersBOSTON, MA$9.7M253,505
HEARTLAND ADVISORS INCMILWAUKEE, WI$9.5M207,300
Qube Research & Technologies LtdLONDON, X0$6.8M148,208
RBF Capital, LLCSAN FRANCISCO, CA$6.5M143,430

Top fund holders (N-PORT)

Showing 15 of 19 fund positions by value.

FundRegistrantValue% of fund
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$8.0M0.98%
Nicholas Limited Edition, Inc.Nicholas Limited Edition, Inc.$6.5M195.83%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$5.8M7.77%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND$4.0M1.82%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$3.0M1.72%
T. Rowe Price Small-Cap Stock Fund, Inc.T. ROWE PRICE SMALL-CAP STOCK FUND, INC.$2.9M3.57%
T. Rowe Price Institutional Small-Cap Stock FundT. Rowe Price Equity Funds, Inc.$1.4M3.17%
Master Small Cap Index SeriesQuantitative Master Series LLC$1.1M2.23%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETFGoldman Sachs ETF Trust$544K5.52%
Perritt MicroCap Opportunities FundPerritt Funds Inc$515K82.63%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$387K0.07%
T. Rowe Price Spectrum Moderate Growth Allocation FundT. ROWE PRICE SPECTRUM FUNDS II, INC.$318K0.74%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$308K0.10%
Longview Advantage ETFRBB Fund Trust$113K1.73%
JNL/Mellon Consumer Discretionary Sector FundJNL Variable Fund LLC$99K1.06%

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