Titelia

Fund shareholders of Carlisle Cos Inc

ISIN US1423391002 · United States · LEI XR64VGX1ZPX6G7ZN7Z11

Fund shareholders
563
Of which ETFs
168 395 other funds
Value held
≈ 6.1B $ 6B $ · 1.3B SEK · 8.8M €

563 funds hold this company. This table lists the 560 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fund
iShares Core S&P Mid-Cap ETF iShares Trust 1,381,582501.2M $0.40 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,284,447465.9M $0.02 %as of Jun 30, 2026 ↗
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 1,073,686389.5M $4.43 %as of Jun 30, 2026 ↗
First Eagle Global Fund First Eagle Funds 1,070,693385.4M $0.51 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 927,874336.6M $0.18 %as of Jun 30, 2026 ↗
Franklin Rising Dividends Fund Franklin Managed Trust 665,000241.2M $0.88 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 587,867213.2M $0.31 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 462,888167.9M $0.17 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust 332,033119.5M $2.19 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 327,983119M $0.56 %as of Jun 30, 2026 ↗
Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS 306,542105.7M $0.78 %as of May 31, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 301,651109.4M $0.47 %as of Jun 30, 2026 ↗
Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST 250,70390.9M $0.68 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 228,41382.2M $0.06 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 210,26472.5M $0.17 %as of May 31, 2026 ↗
BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. 205,79071M $0.59 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 204,37374.1M $0.40 %as of Jun 30, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 190,00268.4M $3.98 %as of Jul 31, 2026 ↗
JPMorgan Mid Cap Growth Fund JPMorgan Trust II 167,55360.8M $0.46 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 165,28460M $0.11 %as of Jun 30, 2026 ↗
FMI Common Stock Fund FMI Funds Inc 155,00056.2M $2.96 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 151,90854.7M $0.11 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST 147,45453.5M $3.28 %as of Jun 30, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 138,46850.2M $0.44 %as of Jun 30, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 131,15047.2M $0.53 %as of Jul 31, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 121,43043.7M $0.63 %as of Jul 31, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 115,31741.8M $0.48 %as of Jun 30, 2026 ↗
Janus Henderson Triton Fund Janus Investment Fund 111,75040.5M $0.68 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 110,21138M $0.26 %as of May 31, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 108,12039.2M $2.58 %as of Jun 30, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 106,19638.2M $0.15 %as of Jul 31, 2026 ↗
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 104,01337.7M $0.33 %as of Jun 30, 2026 ↗
JNL/Newton Equity Income Fund JNL Series Trust 98,53535.7M $0.81 %as of Jun 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 95,220302.6M SEK0.02 %as of Mar 31, 2026 ↗
JPMorgan Value Advantage Fund JPMorgan Trust I 92,66833.6M $0.39 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 86,03129.7M $0.05 %as of May 31, 2026 ↗
AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust 80,00029M $3.32 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 79,98629M $0.04 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 77,52427.9M $0.06 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 77,05126.6M $0.02 %as of May 31, 2026 ↗
Janus Henderson Mid Cap Value Fund Janus Investment Fund 75,38227.3M $1.35 %as of Jun 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 73,68325.4M $1.51 %as of May 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 73,25526.4M $0.29 %as of Jul 31, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 69,000219.3M SEK2.77 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 65,08222.4M $0.40 %as of May 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 64,84923.5M $0.51 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 62,19321.4M $0.02 %as of May 31, 2026 ↗
Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II 60,00021.8M $1.79 %as of Jun 30, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 56,91520.6M $0.12 %as of Jun 30, 2026 ↗
Nuveen Mid Cap Value Fund TIAA-CREF Funds 56,05820.2M $1.20 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 55,42120.1M $0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 52,60819.1M $0.02 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 51,71118.6M $0.05 %as of Jul 31, 2026 ↗
Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions 51,31518.6M $0.88 %as of Jun 30, 2026 ↗
FMI Large Cap Fund FMI Funds Inc 50,00018.1M $1.70 %as of Jun 30, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 49,47517.1M $0.20 %as of May 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 48,86916.9M $0.36 %as of May 31, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 48,60117.5M $0.21 %as of Jul 31, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 48,500154.1M SEK0.16 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 47,86617.2M $0.04 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,86416.9M $0.04 %as of Jul 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 46,24015.9M $0.63 %as of May 31, 2026 ↗
JNL/JPMorgan MidCap Growth Fund JNL Series Trust 45,77616.6M $0.47 %as of Jun 30, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 45,45615.7M $0.43 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 43,19214.9M $0.02 %as of May 31, 2026 ↗
Old Westbury All Cap Core Fund Old Westbury Funds Inc 42,53315.3M $0.43 %as of Jul 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 41,58815M $0.66 %as of Jul 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 41,06414.9M $0.40 %as of Jun 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 40,69714.8M $0.37 %as of Jun 30, 2026 ↗
Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust 39,10714.2M $0.87 %as of Jun 30, 2026 ↗
Fidelity Leveraged Company Stock Fund Fidelity Securities Fund 38,40013.8M $0.34 %as of Jul 31, 2026 ↗
Sands Capital Global Growth Fund ADVISORS' INNER CIRCLE FUND 38,37913.8M $2.09 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 36,75513.2M $0.01 %as of Jul 31, 2026 ↗
First Eagle U.S. Fund First Eagle Funds 35,41912.7M $0.78 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 35,28812.8M $0.48 %as of Jun 30, 2026 ↗
Fidelity Capital and Income Fund Fidelity Summer Street Trust 35,20012.7M $0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 33,50212.1M $0.02 %as of Jul 31, 2026 ↗
BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I 33,15912M $1.39 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 33,14112M $0.21 %as of Jun 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 32,73011.9M $0.40 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 32,25211.6M $0.28 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 31,74511.4M $0.91 %as of Jul 31, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 31,16999.1M SEK0.10 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 30,98211.2M $0.11 %as of Jun 30, 2026 ↗
Allspring Opportunity Fund ALLSPRING FUNDS TRUST 30,82911.2M $0.60 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 29,89310.3M $0.40 %as of May 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 29,13510M $0.40 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 27,88010.1M $0.02 %as of Jun 30, 2026 ↗
Handelsbanken Fokus 75 Handelsbanken Fonder AB 27,12786.2M SEK0.77 %as of Mar 31, 2026 ↗
Bahl & Gaynor Dividend ETF ETF Series Solutions 26,9109.8M $1.21 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 26,8429.7M $0.33 %as of Jun 30, 2026 ↗
Select Construction and Housing Portfolio Fidelity Select Portfolios 26,4409.1M $1.38 %as of May 31, 2026 ↗
Franklin Mutual U.S. Mid Cap Value Fund Franklin Value Investors Trust 26,4279.5M $1.22 %as of Jul 31, 2026 ↗
Mid Cap Index Fund Northern Funds 26,2449.5M $0.40 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 25,2378.7M $0.03 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 24,6098.9M $0.02 %as of Jul 31, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 24,5458.5M $0.45 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 24,0868.3M $0.02 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 23,9548.7M $0.04 %as of Jun 30, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 23,8988.7M $0.14 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - Global Environmental Opportunities Pictet Asset Management (Europe) S.A. 1.94 %as of Sep 30, 2025 ↗
Pictet - Positive Change Pictet Asset Management (Europe) S.A. 1.55 %as of Sep 30, 2025 ↗
Amundi - KBI Actions Monde Environnement Amundi Asset Management 1.12 %as of Jun 30, 2026 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 4.43 %as of Jun 30, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 4.05 %as of Jun 30, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 3.98 %as of Jul 31, 2026 ↗
GMO Domestic Resilience ETF GMO ETF Trust 3.69 %as of May 31, 2026 ↗
RENTA 4 MULTIGESTION, FI RENTA 4 MULTIGESTION/ NUMANTIA PATRIMONIO GLOBAL RENTA 4 GESTORA, S.G.I.I.C., S.A. 3.58 %as of Dec 31, 2025 ↗
ROCK OAK CORE GROWTH FUND Oak Associates Funds 3.33 %as of Jul 31, 2026 ↗
AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust 3.32 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST 3.28 %as of Jun 30, 2026 ↗
Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust 3.19 %as of Jul 31, 2026 ↗
VELA SMALL-MID CAP FUND VELA Funds 3.17 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3517-2116,604,858-0.6 %
2026Q2538+1016,697,562-3.0 %
2026Q1528-417,218,757-7.1 %
2025Q4532-1818,529,200-7.4 %
2025Q3550-920,002,177+0.2 %
2025Q2559-819,958,750+7.1 %
2025Q1567-4918,638,065-4.0 %
2024Q4616+4319,409,724-1.0 %
2024Q3573+4619,610,640-5.3 %
2024Q2527+2020,710,638+1.0 %
2024Q1507-220,496,888-4.8 %
2023Q450921,536,661

Institutional managers

770 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,242,9361.4B $as of Mar 31, 2026
MORGAN STANLEY2,745,177915.8M $as of Mar 31, 2026
STATE STREET CORP2,042,304681.4M $as of Mar 31, 2026
Bank of New York Mellon Corp1,191,660397.6M $as of Mar 31, 2026
SANDS CAPITAL MANAGEMENT, LLC919,614306.8M $as of Mar 31, 2026
FRANKLIN RESOURCES INC845,123281.9M $as of Mar 31, 2026
First Eagle Investment Management, LLC793,165264.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC774,776257.8M $as of Mar 31, 2026
BARCLAYS PLC668,914223.2M $as of Mar 31, 2026
BESSEMER GROUP INC620,699207.1K $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN603,653201.4M $as of Mar 31, 2026
JPMORGAN CHASE & CO595,060193.9M $as of Mar 31, 2026
Invesco Ltd.530,758177.1M $as of Mar 31, 2026
Focus Partners Wealth523,387174.6M $as of Mar 31, 2026
FIDUCIARY MANAGEMENT INC /WI/493,744164.7M $as of Mar 31, 2026
Madison Asset Management, LLC453,813151.4M $as of Mar 31, 2026
NORTHERN TRUST CORP449,567150M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.444,266148.2M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC427,851142.7M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC412,588138.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP404,281134.9M $as of Mar 31, 2026
Corient Private Wealth LLC398,655133M $as of Mar 31, 2026
FMR LLC379,065126.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC351,018117.1M $as of Mar 31, 2026
NATIXIS ADVISORS, LLC337,605112.6K $as of Mar 31, 2026

Declared shareholders of Carlisle Cos Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
STATE STREET CORPORATION 5.20 %2,096,907as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Carlisle Cos Inc

145 funds declare 254 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND236.4M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND429.7M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND226.8M $as of May 31, 2026
Baird Core Plus Bond Fund224.9M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND524.2M $as of Jun 30, 2026
Baird Intermediate Bond Fund222.1M $as of Jun 30, 2026
Baird Aggregate Bond Fund219.9M $as of Jun 30, 2026
Inspire Corporate Bond ETF412.4M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF511.7M $as of May 31, 2026
iMGP Dolan McEniry Corporate Bond Fund110.5M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND28.8M $as of Jun 30, 2026
AVE MARIA BOND FUND28.7M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF27.1M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF27.1M $as of May 31, 2026
Invesco BulletShares 2027 Corporate Bond ETF16M $as of May 31, 2026
Oakmark Equity and Income Fund15.8M $as of Jun 30, 2026
Schwab 5-10 Year Corporate Bond ETF25.5M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF15.4M $as of May 31, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND14.8M $as of May 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF34.5M $as of Jun 30, 2026
iShares iBonds Dec 2030 Term Corporate ETF14.4M $as of Jul 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF54.3M $as of May 31, 2026
iShares iBonds Dec 2027 Term Corporate ETF14.2M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF13.7M $as of Jun 30, 2026
iShares Core Universal USD Bond ETF53.2M $as of Jul 31, 2026
Cite this page

Titelia. "Fund shareholders of Carlisle Cos Inc". https://titelia.com/en/stocks/carlisle-cos-inc-US1423391002