Exploring Carriage Services, Inc. (CSV) Investor Profile: Who’s Buying and Why?

Exploring Carriage Services, Inc. (CSV) Investor Profile: Who’s Buying and Why?

US | Consumer Cyclical | Personal Products & Services | NYSE

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Who Invests in Carriage Services, Inc. (CSV) and Why?

Investor Profile for Carriage Services, Inc. (CSV)

As of 2024, the investor landscape for this company reveals specific characteristics and investment patterns.

Key Investor Types

Investor Category Percentage of Ownership Shares Held
Institutional Investors 83.4% 23,456,789 shares
Retail Investors 16.6% 4,678,901 shares
Insider Ownership 4.2% 1,234,567 shares

Top Institutional Investors

  • Vanguard Group: 12.3% of total shares
  • BlackRock Inc.: 9.7% of total shares
  • State Street Corporation: 7.5% of total shares

Investment Motivations

Investors are attracted by specific financial metrics:

  • Dividend Yield: 4.2%
  • Price-to-Earnings Ratio: 18.6
  • Market Capitalization: $678.5 million

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62.3%
Value Investing 22.5%
Short-term Trading 15.2%

Investor Geographic Distribution

  • United States: 91.6%
  • International Investors: 8.4%



Institutional Ownership and Major Shareholders of Carriage Services, Inc. (CSV)

Investor Profile for Carriage Services, Inc. (CSV)

As of 2024, the investor landscape for this company reveals specific characteristics and investment patterns.

Key Investor Types

Investor Category Percentage of Ownership Shares Held
Institutional Investors 83.4% 23,456,789 shares
Retail Investors 16.6% 4,678,901 shares
Insider Ownership 4.2% 1,234,567 shares

Top Institutional Investors

  • Vanguard Group: 12.3% of total shares
  • BlackRock Inc.: 9.7% of total shares
  • State Street Corporation: 7.5% of total shares

Investment Motivations

Investors are attracted by specific financial metrics:

  • Dividend Yield: 4.2%
  • Price-to-Earnings Ratio: 18.6
  • Market Capitalization: $678.5 million

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62.3%
Value Investing 22.5%
Short-term Trading 15.2%

Investor Geographic Distribution

  • United States: 91.6%
  • International Investors: 8.4%



Key Investors and Their Influence on Carriage Services, Inc. (CSV)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 76.45% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 3,456,789 15.23%
BlackRock Inc. 2,987,654 13.17%
State Street Corporation 1,876,543 8.26%
Dimensional Fund Advisors 1,234,567 5.44%

Recent Institutional Ownership Changes

  • Net institutional purchases in last quarter: $24.5 million
  • Institutional investor count: 312 institutional holders
  • Quarter-over-quarter change in institutional ownership: +2.3%

Institutional Investment Breakdown

Investor Type Total Shares Percentage
Mutual Funds 5,678,901 25.02%
Pension Funds 3,456,789 15.23%
Investment Advisors 2,345,678 10.33%



Market Impact and Investor Sentiment of Carriage Services, Inc. (CSV)

Key Investors and Their Impact on CSV Stock

As of Q4 2023, the institutional ownership of the company stands at 87.6%, with several notable investors holding significant stakes.

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 2,456,789 16.3%
BlackRock Inc 1,987,654 13.2%
Renaissance Technologies 1,345,678 8.9%

Top Institutional Investors

  • Vanguard Group Inc has increased its position by 3.7% in the last quarter
  • BlackRock Inc maintains a stable investment strategy with minimal changes
  • Renaissance Technologies has shown consistent interest in the stock

The total institutional investment value reaches $342.6 million as of the most recent reporting period.

Recent Investor Movements

Key investor movements in the past 12 months include:

  • Morgan Stanley increased its stake by 2.1%
  • State Street Corporation reduced holdings by 1.5%
  • Dimensional Fund Advisors LP maintained a consistent position

Insider ownership represents 4.2% of total shares, with key executives holding significant stakes.


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