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Compiled from SEC Form N-PX filings and CARRIAGE SERVICES INC.’s Form 8-K, filed 2025-05-14 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore CARRIAGE SERVICES INC. in the interactive database Compare manager voting policies
These tallies are CARRIAGE SERVICES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-14 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Chad Fargason | 9,649,331 | -- | -- | 1,422,841 | 1,906,618 | Majority: yes |
| Elect Director: Carlos R. Quezada | 9,818,235 | -- | -- | 1,253,937 | 1,906,618 | Majority: yes |
| Elect Director: Dr. Edmondo Robinson | 10,476,557 | -- | -- | 595,616 | 1,906,618 | Majority: yes |
| Proposal 2: to approve, on an advisory basis, our Named Executive Officers' compensation, as disclosed in our Proxy Statement. The result of the vote was as follows: | 10,506,939 | 544,899 | 20,334 | -- | 1,906,618 | Majority: yes |
| Proposal 3: the ratification of Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2025. The result of the vote was as follows: | 12,923,039 | 41,798 | 13,953 | -- | -- | Majority: yes |
Source: CARRIAGE SERVICES INC., Form 8-K, filed with the SEC on 2025-05-14 — read the filing on EDGAR.
Each item below shows how the 192 asset managers that disclosed a CARRIAGE SERVICES INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of CARRIAGE SERVICES INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2025-05-13.
Combines 5 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Proposal 2: to approve, on an advisory basis, our Named Executive Officers' compensation, as disclosed in our Proxy Statement. The result of the vote was as follows:”): 10,506,939 for, 544,899 against, per its Form 8-K filed 2025-05-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,692,935 outstanding shares: 67% for, 3% against (70% of the company cast a for/against vote).
The 188 asset managers below cast 99.1% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 3,964,153 | 0 | 0 | 0 | For |
| Vanguard | 937,097 | 0 | 0 | 0 | For |
| BlackRock | 932,785 | 0 | 0 | 0 | For |
| Dimensional | 671,788 | 0 | 0 | 0 | For |
| Renaissance | 455,809 | 0 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 405,916 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 325,130 | 0 | 0 | 0 | For |
| Allspring | 302,612 | 0 | 0 | 0 | For |
| State Street | 286,295 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 284,631 | 1,600 | 0 | 0 | For |
| Charles Schwab | 274,435 | 0 | 0 | 0 | For |
| HEARTLAND ADVISORS INC | 253,091 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 219,441 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 208,223 | 0 | 0 | 0 | For |
| Boston Partners | 179,963 | 0 | 0 | 0 | For |
| T. Rowe Price | 170,267 | 0 | 0 | 0 | For |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 162,283 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 139,232 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| Nuveen | 107,274 | 0 | 0 | 0 | For |
| TIAA | 106,598 | 0 | 0 | 0 | For |
| Northern Trust | 106,239 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 105,263 | 0 | 0 | 0 | For |
| WisdomTree | 76,012 | 0 | 0 | 0 | For |
| LPL Financial LLC | 72,997 | 0 | 0 | 0 | For |
Showing the 25 largest of 188 asset managers. See all 188 in the interactive database.
Meeting held 2025-05-13.
Combines 2 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Proposal 3: the ratification of Grant Thornton LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2025. The result of the vote was as follows:”): 12,923,039 for, 41,798 against, per its Form 8-K filed 2025-05-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,692,935 outstanding shares: 82% for, 0.3% against (83% of the company cast a for/against vote).
The 63 asset managers below cast 99.9% of the shares they voted on this item FOR (5,530,152 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 1,928,804 | 0 | 0 | 0 | For |
| Vanguard | 911,574 | 0 | 0 | 0 | For |
| Dimensional | 600,072 | 0 | 0 | 0 | For |
| BlackRock | 535,161 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 219,441 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 139,232 | 0 | 0 | 0 | For |
| Charles Schwab | 137,205 | 0 | 0 | 0 | For |
| Allspring | 136,619 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| TIAA | 106,598 | 0 | 0 | 0 | For |
| T. Rowe Price | 76,576 | 0 | 0 | 0 | For |
| WisdomTree | 76,012 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 66,950 | 0 | 0 | 0 | For |
| Virtus | 50,622 | 0 | 0 | 0 | For |
| First Trust | 39,913 | 0 | 0 | 0 | For |
| Equitable | 37,235 | 0 | 0 | 0 | For |
| Invesco | 28,172 | 0 | 0 | 0 | For |
| American Century | 27,508 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 24,647 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,569 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,826 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 19,876 | 0 | 0 | 0 | For |
| Voya | 14,519 | 0 | 0 | 0 | For |
| Goldman Sachs | 13,420 | 0 | 0 | 0 | For |
| SEI | 12,755 | 0 | 0 | 0 | For |
Showing the 25 largest of 63 asset managers. See all 63 in the interactive database.
Meeting held 2025-05-13.
Combines 5 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Elect Director: Carlos R. Quezada”): 9,818,235 for, 1,253,937 withheld, per its Form 8-K filed 2025-05-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,692,935 outstanding shares: 63% for, 8% withheld (71% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,759,378 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 1,928,804 | 0 | 0 | 0 | For |
| Vanguard | 911,574 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 600,072 | 0 | Abstain |
| BlackRock | 535,161 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 219,441 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 139,232 | 0 | Abstain |
| Charles Schwab | 137,205 | 0 | 0 | 0 | For |
| Allspring | 136,619 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| TIAA | 106,598 | 0 | 0 | 0 | For |
| T. Rowe Price | 76,576 | 0 | 0 | 0 | For |
| WisdomTree | 76,012 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 66,950 | 0 | 0 | 0 | For |
| Virtus | 51,981 | 0 | 0 | 0 | For |
| First Trust | 39,913 | 0 | 0 | 0 | For |
| Equitable | 37,235 | 0 | 0 | 0 | For |
| Invesco | 28,172 | 0 | 0 | 0 | For |
| American Century | 27,508 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 24,647 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,569 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,301 | 0 | 3,525 | 0 | For |
| Northern Lights Fund Trust IV | 19,876 | 0 | 0 | 0 | For |
| Voya | 14,519 | 0 | 0 | 0 | For |
| Goldman Sachs | 13,420 | 0 | 0 | 0 | For |
| SEI | 12,755 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-13.
Combines 5 wordings of this item as funds reported it.
87% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Elect Director: Chad Fargason”): 9,649,331 for, 1,422,841 withheld, per its Form 8-K filed 2025-05-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,692,935 outstanding shares: 61% for, 9% withheld (71% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (4,718,516 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 1,928,804 | 0 | 0 | 0 | For |
| Vanguard | 911,574 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 600,072 | 0 | Abstain |
| BlackRock | 535,161 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 219,441 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 139,232 | 0 | Abstain |
| Charles Schwab | 137,205 | 0 | 0 | 0 | For |
| Allspring | 136,619 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| TIAA | 106,598 | 0 | 0 | 0 | For |
| T. Rowe Price | 76,576 | 0 | 0 | 0 | For |
| WisdomTree | 76,012 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 66,950 | 0 | 0 | 0 | For |
| Virtus | 51,981 | 0 | 0 | 0 | For |
| First Trust | 39,913 | 0 | 0 | 0 | For |
| Equitable | 24,545 | 0 | 12,690 | 0 | For |
| Invesco | 0 | 0 | 28,172 | 0 | Abstain |
| American Century | 27,508 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 24,647 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,569 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,301 | 0 | 3,525 | 0 | For |
| Northern Lights Fund Trust IV | 19,876 | 0 | 0 | 0 | For |
| Voya | 14,519 | 0 | 0 | 0 | For |
| Goldman Sachs | 13,420 | 0 | 0 | 0 | For |
| SEI | 12,755 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-13.
Combines 5 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Elect Director: Dr. Edmondo Robinson”): 10,476,557 for, 595,616 withheld, per its Form 8-K filed 2025-05-14 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,692,935 outstanding shares: 67% for, 4% withheld (71% of the company cast a for/withheld vote).
The 60 asset managers below cast 100% of the shares they voted on this item FOR (5,375,445 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Fidelity | 1,928,804 | 0 | 0 | 0 | For |
| Vanguard | 911,574 | 0 | 0 | 0 | For |
| Dimensional | 600,072 | 0 | 0 | 0 | For |
| BlackRock | 535,161 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 219,441 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 0 | 0 | 139,232 | 0 | Abstain |
| Charles Schwab | 137,205 | 0 | 0 | 0 | For |
| Allspring | 136,619 | 0 | 0 | 0 | For |
| NICHOLAS Ltd EDITION, INC. | 131,500 | 0 | 0 | 0 | For |
| TIAA | 106,598 | 0 | 0 | 0 | For |
| T. Rowe Price | 76,576 | 0 | 0 | 0 | For |
| WisdomTree | 76,012 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 66,950 | 0 | 0 | 0 | For |
| Virtus | 51,981 | 0 | 0 | 0 | For |
| First Trust | 39,913 | 0 | 0 | 0 | For |
| Equitable | 37,235 | 0 | 0 | 0 | For |
| Invesco | 28,172 | 0 | 0 | 0 | For |
| American Century | 27,508 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 24,647 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 23,569 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,826 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 19,876 | 0 | 0 | 0 | For |
| Voya | 14,519 | 0 | 0 | 0 | For |
| Goldman Sachs | 13,420 | 0 | 0 | 0 | For |
| SEI | 12,755 | 0 | 0 | 0 | For |
Showing the 25 largest of 60 asset managers. See all 60 in the interactive database.
Meeting held 2025-05-13.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (10,834 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Zacks Trust | 7,334 | 0 | 0 | 0 | For |
| TETON WESTWOOD FUNDS | 3,500 | 0 | 0 | 0 | For |
Meeting held 2024-05-14 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
CARRIAGE SERVICES INC.’s own tally for this item (“Proposal 2: to approve, on an advisory basis, our Named Executive Officers' compensation, as disclosed in our Proxy Statement. The result of the vote was as follows:”): 8,227,375 for, 1,830,402 against, per its Form 8-K filed 2024-05-15 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 15,692,935 outstanding shares: 52.4% for, 12% against (64% of the company cast a for/against vote).
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 136 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 136 | 0 | 0 | Against |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of CARRIAGE SERVICES INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 15,692,935 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Fidelity | 25.26% |
| 2 | Vanguard | 5.97% |
| 3 | BlackRock | 5.94% |
| 4 | Dimensional | 4.28% |
| 5 | Renaissance | 2.90% |
| 6 | AMERIPRISE FINANCIAL INC | 2.59% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.07% |
| 8 | Allspring | 1.93% |
| 9 | State Street | 1.82% |
| 10 | LSV ASSET MANAGEMENT | 1.82% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| FMR LLC | 14.09% | 13G |
| BlackRock | 6.21% | 13F |
| Vanguard Group | 6.00% | 13F |
| Dimensional Fund Advisors | 4.24% | 13F |
| Renaissance Technologies | 3.27% | 13F |
| Ameriprise Financial, Inc. | 2.70% | 13G |
| Geode Capital | 2.12% | 13F |
| State Street | 1.89% | 13F |
| Morgan Stanley | 1.14% | 13F |
| Nuveen | 0.86% | 13F |
Percentages above are of 15,692,935 shares outstanding, as reported by CARRIAGE SERVICES INC. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from CARRIAGE SERVICES INC.’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At CARRIAGE SERVICES INC.'s shareholder meeting held 2025-05-13, in the 2024-2025 proxy season, 192 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,123 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve on an advisory basis our 2024 Named Executive Officers' compensation. — FOR was 95% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: CARRIAGE SERVICES INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-05-14.
CARRIAGE SERVICES INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.