Who owns Carlisle Companies (CSL)
Which tracked institutional funds hold CSL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CSL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
224 tracked funds added or opened CSL while 146 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CSL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CSL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CSL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 743 tracked filers holding CSL, 349 increased or opened the position and 398 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CSL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- Jupiter Topco LLC$90M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$21M
- Nykredit A/S$3M
- CANANDAIGUA NATIONAL BANK & TRUST CO$3M
- CIBC WORLD MARKET INC.$2M
- Campbell & CO Investment Adviser LLC$2M
Full exits 70
- BESSEMER GROUP INC$207M
- NATIXIS ADVISORS, LLC$113M
- JANUS HENDERSON GROUP PLC$86M
- Amundi$78M
- AKO CAPITAL LLP$67M
- Handelsbanken Fonder AB$54M
Largest adds
- BlackRock, Inc.$298M
- First Eagle Investment Management, LLC$183M
- UBS Group AG$98M
- STATE STREET CORP$79M
- GOLDMAN SACHS GROUP INC$55M
- VANGUARD CAPITAL MANAGEMENT LLC$52M
Largest trims
- Corient Private Wealth LP$129M
- Focus Partners Wealth$76M
- Champlain Investment Partners, LLC$69M
- RENAISSANCE TECHNOLOGIES LLC$34M
- Zurich Insurance Group Ltd/FI$24M
- BNP PARIBAS ASSET MANAGEMENT Holding S.A.$18M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,133,983 | $1.5B | 11.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,483,124 | $901M | 7.2% | 2026-Q2 |
| STATE STREET CORP added | 2,096,647 | $761M | 6.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,969,109 | $714M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,828,259 | $663M | 5.3% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 1,234,540 | $448M | 3.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,117,146 | $405M | 3.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 800,517 | $290M | 2.3% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC trimmed | 799,872 | $290M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 769,018 | $278M | 2.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 629,887 | $228M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 585,095 | $212M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 565,711 | $215M | 1.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 525,177 | $191M | 1.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 493,146 | $179M | 1.4% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. added | 469,174 | $170M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 449,788 | $163M | 1.3% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 447,968 | $163M | 1.3% | 2026-Q2 |
| Boston Partners added | 439,955 | $160M | 1.3% | 2026-Q2 |
| UBS Group AG added | 434,814 | $158M | 1.3% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 421,603 | $153M | 1.2% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 421,406 | $153M | 1.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 405,361 | $147M | 1.2% | 2026-Q2 |
| FMR LLC added | 390,008 | $141M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 375,421 | $136M | 1.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 366,785 | $132M | 1.1% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 338,257 | $123M | 1.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 333,634 | $121M | 1.0% | 2026-Q2 |
| NORGES BANK trimmed | 327,130 | $119M | 0.9% | 2026-Q2 |
| COOKE & BIELER LP added | 326,131 | $118M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 317,372 | $123M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 303,079 | $110M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 294,601 | $107M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 286,294 | $104M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 275,077 | $100M | 0.8% | 2026-Q2 |
| Focus Partners Wealth trimmed | 272,933 | $99M | 0.8% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 260,709 | $95M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 257,734 | $93M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 255,917 | $93M | 0.7% | 2026-Q2 |
| Robeco Schweiz AG added | 252,042 | $91M | 0.7% | 2026-Q2 |
| Jupiter Topco LLC new | 249,295 | $90M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 204,125 | $74M | 0.6% | 2026-Q2 |
| BRIDGES INVESTMENT MANAGEMENT INC added | 200,409 | $73M | 0.6% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 191,977 | $70M | 0.6% | 2026-Q2 |
| TD Asset Management Inc trimmed | 179,889 | $65M | 0.5% | 2026-Q2 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA added | 178,330 | $65M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 168,474 | $61M | 0.5% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 166,339 | $60M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 157,994 | $57M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 144,831 | $53M | 0.4% | 2026-Q2 |
| Welch & Forbes LLC added | 142,765 | $52M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 141,631 | $51M | 0.4% | 2026-Q2 |
| Legal & General Group Plc trimmed | 137,314 | $50M | 0.4% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 134,982 | $49M | 0.4% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 132,711 | $48M | 0.4% | 2026-Q2 |
| Epoch Investment Partners, Inc. trimmed | 127,398 | $46M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 125,984 | $46M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 119,041 | $43M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 115,300 | $42M | 0.3% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 109,359 | $40M | 0.3% | 2026-Q2 |
| River Road Asset Management, LLC trimmed | 107,218 | $39M | 0.3% | 2026-Q2 |
| Triodos Investment Management BV added | 106,750 | $39M | 0.3% | 2026-Q2 |
| Lodge Hill Capital, LLC added | 102,730 | $37M | 0.3% | 2026-Q2 |
| Champlain Investment Partners, LLC trimmed | 99,985 | $36M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 94,510 | $34M | 0.3% | 2026-Q2 |
| Dixon Mitchell Investment Counsel Inc. added | 89,063 | $32M | 0.3% | 2026-Q2 |
| LGT CAPITAL PARTNERS LTD. added | 87,208 | $32M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 86,329 | $31M | 0.2% | 2026-Q2 |
| Formuepleje A/S trimmed | 84,328 | $31M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 83,651 | $30M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 82,669 | $30M | 0.2% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC trimmed | 80,000 | $29M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 79,682 | $29M | 0.2% | 2026-Q2 |
| Swedbank AB | 79,669 | $29M | 0.2% | 2026-Q2 |
| Employees Provident Fund Board added | 79,216 | $29M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 77,568 | $28M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC added | 75,215 | $27M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 74,728 | $28M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 73,045 | $26M | 0.2% | 2026-Q2 |
| EXCALIBUR MANAGEMENT CORP added | 71,402 | $26M | 0.2% | 2026-Q2 |
| WAYCROSS PARTNERS, LLC added | 68,637 | $25M | 0.2% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 68,326 | $25M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 57,769 | $21M | 0.2% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC trimmed | 57,619 | $21M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 56,250 | $20M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 55,718 | $20M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 55,300 | $20M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 55,220 | $20M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 51,157 | $17M | 0.1% | 2026-Q2 |
| Glenview Trust Co added | 49,784 | $18M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 49,659 | $18M | 0.1% | 2026-Q2 |
| Birch Hill Investment Advisors LLC added | 49,537 | $18M | 0.1% | 2026-Q2 |
| Korea Investment CORP trimmed | 48,220 | $17M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 47,901 | $17M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 47,679 | $17M | 0.1% | 2026-Q2 |
| Distillate Capital Partners LLC trimmed | 46,459 | $17M | 0.1% | 2026-Q2 |
| Mediolanum International Funds Ltd trimmed | 45,279 | $17M | 0.1% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. added | 43,102 | $16M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 42,952 | $16M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 42,116 | $15M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.