Fund shareholders of Carlisle Cos Inc
ISIN US1423391002 · United States · LEI XR64VGX1ZPX6G7ZN7Z11
- Fund shareholders
- 584
- Of which ETFs
- 179 405 other funds
- Value held
- 5.8B $ 1.3B SEK · 8.8M €
584 funds hold this company: 581 declare it in a regulatory filing, and this table serves those page by page; 3 more are read from the reports their funds publish, and are not in it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,350,531 | 450.6M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,296,707 | 432.6M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1,238,808 | 413.3M $ | 4.20 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 942,733 | 314.5M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Franklin Rising Dividends Fund Franklin Managed Trust | 665,000 | 221.9M $ | 0.86 % | as of Mar 31, 2026 ↗ |
| First Eagle Global Fund First Eagle Funds | 635,394 | 225.7M $ | 0.30 % | as of Apr 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 600,299 | 200.3M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 455,218 | 151.9M $ | 0.19 % | as of Mar 31, 2026 ↗ |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 400,295 | 142.2M $ | 2.74 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 337,325 | 112.5M $ | 0.54 % | as of Mar 31, 2026 ↗ |
| Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS | 286,931 | 113.3M $ | 0.91 % | as of Feb 28, 2026 ↗ |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 271,012 | 107M $ | 0.95 % | as of Feb 28, 2026 ↗ |
| Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST | 259,803 | 86.7M $ | 0.67 % | as of Mar 31, 2026 ↗ |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 235,878 | 78.7M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 228,752 | 81.3M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 218,374 | 86.2M $ | 0.21 % | as of Feb 28, 2026 ↗ |
| Madison Mid Cap Fund MADISON FUNDS | 215,085 | 76.4M $ | 4.27 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 199,267 | 66.5M $ | 0.43 % | as of Mar 31, 2026 ↗ |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 181,144 | 60.4M $ | 0.53 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 158,089 | 52.7M $ | 0.11 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 153,431 | 54.5M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST | 143,640 | 47.9M $ | 3.30 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Quality Factor ETF iShares Trust | 136,331 | 48.4M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| FMI Common Stock Fund FMI Funds Inc | 135,000 | 45M $ | 2.57 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 128,650 | 45.7M $ | 0.52 % | as of Apr 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 118,371 | 39.5M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 117,696 | 41.8M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 114,000 | 38M $ | 1.78 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 112,682 | 44.5M $ | 0.33 % | as of Feb 28, 2026 ↗ |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 109,926 | 36.7M $ | 0.71 % | as of Mar 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 106,535 | 35.5M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 105,270 | 37.4M $ | 0.57 % | as of Apr 30, 2026 ↗ |
| JNL/Newton Equity Income Fund JNL Series Trust | 104,662 | 34.9M $ | 0.87 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 103,911 | 34.7M $ | 0.38 % | as of Mar 31, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 95,220 | 302.6M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 95,212 | 31.8M $ | 0.39 % | as of Mar 31, 2026 ↗ |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 90,000 | 30M $ | 3.26 % | as of Mar 31, 2026 ↗ |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 89,575 | 29.9M $ | 2.17 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 84,347 | 28.1M $ | 1.44 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 83,675 | 27.9M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 82,061 | 29.2M $ | 0.31 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 79,923 | 31.6M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 77,995 | 30.8M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 76,816 | 27.3M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 71,517 | 28.2M $ | 1.60 % | as of Feb 28, 2026 ↗ |
| Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB | 69,000 | 219.3M SEK | 2.77 % | as of Mar 31, 2026 ↗ |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 67,292 | 22.4M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 63,446 | 25M $ | 0.48 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Infrastructure ETF iShares Trust | 62,675 | 20.9M $ | 0.57 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 61,627 | 24.3M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| FMI Large Cap Fund FMI Funds Inc | 60,000 | 20M $ | 1.80 % | as of Mar 31, 2026 ↗ |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 56,369 | 20M $ | 1.20 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 55,419 | 18.5M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 52,577 | 17.5M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,711 | 18.4M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 51,248 | 17.1M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 49,819 | 16.6M $ | 0.53 % | as of Mar 31, 2026 ↗ |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 49,295 | 16.4M $ | 0.98 % | as of Mar 31, 2026 ↗ |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 48,938 | 19.3M $ | 0.24 % | as of Feb 28, 2026 ↗ |
| Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 48,500 | 154.1M SEK | 0.16 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 47,828 | 17M $ | 0.23 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,864 | 16.6M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Old Westbury All Cap Core Fund Old Westbury Funds Inc | 46,762 | 16.6M $ | 0.47 % | as of Apr 30, 2026 ↗ |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 44,943 | 15M $ | 0.83 % | as of Mar 31, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 44,941 | 16M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Sands Capital Global Growth Fund ADVISORS' INNER CIRCLE FUND | 44,383 | 15.8M $ | 2.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 43,640 | 17.2M $ | 0.74 % | as of Feb 28, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 43,495 | 15.5M $ | 1.24 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 42,479 | 16.8M $ | 0.03 % | as of Feb 28, 2026 ↗ |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 41,484 | 16.4M $ | 0.47 % | as of Feb 28, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 41,273 | 13.8M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 41,074 | 13.7M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 39,155 | 13.1M $ | 0.87 % | as of Mar 31, 2026 ↗ |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 38,426 | 12.8M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Fidelity Leveraged Company Stock Fund Fidelity Securities Fund | 38,400 | 13.6M $ | 0.33 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 35,970 | 12.8M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 35,734 | 11.9M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 35,380 | 12.6M $ | 0.91 % | as of Apr 30, 2026 ↗ |
| Fidelity Capital and Income Fund Fidelity Summer Street Trust | 35,200 | 12.5M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 34,709 | 12.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 33,436 | 11.2M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| Select Construction and Housing Portfolio Fidelity Select Portfolios | 33,420 | 13.2M $ | 1.75 % | as of Feb 28, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 32,636 | 10.9M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 31,835 | 12.6M $ | 0.48 % | as of Feb 28, 2026 ↗ |
| Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 31,169 | 99.1M SEK | 0.10 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 31,146 | 10.4M $ | 0.21 % | as of Mar 31, 2026 ↗ |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 30,784 | 10.9M $ | 0.66 % | as of Apr 30, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 30,739 | 12.1M $ | 0.47 % | as of Feb 28, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 29,549 | 9.9M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 29,521 | 10.5M $ | 0.29 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 29,251 | 9.8M $ | 0.92 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Fokus 75 Handelsbanken Fonder AB | 27,127 | 86.2M SEK | 0.77 % | as of Mar 31, 2026 ↗ |
| Bahl & Gaynor Dividend ETF ETF Series Solutions | 27,118 | 9M $ | 1.27 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 26,594 | 8.9M $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 25,763 | 8.6M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 25,675 | 8.6M $ | 0.81 % | as of Mar 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 25,513 | 8.5M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 25,427 | 8.5M $ | 2.49 % | as of Mar 31, 2026 ↗ |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 25,116 | 8.4M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 24,992 | 9.9M $ | 0.04 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Madison Mid Cap Fund MADISON FUNDS | 4.27 % | as of Apr 30, 2026 ↗ |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 4.20 % | as of Mar 31, 2026 ↗ |
| Mid Cap Fund ULTRA SERIES FUND | 4.06 % | as of Mar 31, 2026 ↗ |
| GMO Domestic Resilience ETF GMO ETF Trust | 3.74 % | as of Feb 28, 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 | 3.48 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST | 3.30 % | as of Mar 31, 2026 ↗ |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 3.26 % | as of Mar 31, 2026 ↗ |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 3.25 % | as of Apr 30, 2026 ↗ |
| Champlain Strategic Focus Fund ADVISORS' INNER CIRCLE FUND II | 3.09 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 538 | +10 | 16,697,562 | -3.0 % |
| 2026Q1 | 528 | -4 | 17,218,757 | -7.1 % |
| 2025Q4 | 532 | -18 | 18,529,200 | -7.4 % |
| 2025Q3 | 550 | -9 | 20,002,177 | +0.2 % |
| 2025Q2 | 559 | -8 | 19,958,750 | +7.1 % |
| 2025Q1 | 567 | -49 | 18,638,065 | -4.0 % |
| 2024Q4 | 616 | +43 | 19,409,724 | -1.0 % |
| 2024Q3 | 573 | +46 | 19,610,640 | -5.3 % |
| 2024Q2 | 527 | +20 | 20,710,638 | +1.0 % |
| 2024Q1 | 507 | -2 | 20,496,888 | -4.8 % |
| 2023Q4 | 509 | 21,536,661 |
Institutional managers
770 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,242,936 | 1.4B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,745,177 | 915.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,042,304 | 681.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,191,660 | 397.6M $ | as of Mar 31, 2026 |
| SANDS CAPITAL MANAGEMENT, LLC | 919,614 | 306.8M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 845,123 | 281.9M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 793,165 | 264.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 774,776 | 257.8M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 668,914 | 223.2M $ | as of Mar 31, 2026 |
| BESSEMER GROUP INC | 620,699 | 207.1K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 603,653 | 201.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 595,060 | 193.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 530,758 | 177.1M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 523,387 | 174.6M $ | as of Mar 31, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | 493,744 | 164.7M $ | as of Mar 31, 2026 |
| Madison Asset Management, LLC | 453,813 | 151.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 449,567 | 150M $ | as of Mar 31, 2026 |
| FIRST MANHATTAN CO. LLC. | 444,266 | 148.2M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 427,851 | 142.7M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 412,588 | 138.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 404,281 | 134.9M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 398,655 | 133M $ | as of Mar 31, 2026 |
| FMR LLC | 379,065 | 126.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 351,018 | 117.1M $ | as of Mar 31, 2026 |
| NATIXIS ADVISORS, LLC | 337,605 | 112.6K $ | as of Mar 31, 2026 |
Declared shareholders of Carlisle Cos Inc
3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 5.23 % | 2,137,941 | as of Mar 31, 2026 · SCHEDULE 13G |
| Morgan Stanley and 1 other | 5.10 % | 2,083,495 | as of Mar 31, 2026 · SCHEDULE 13G |
| STATE STREET CORPORATION | 5.00 % | 2,042,564 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Carlisle Cos Inc
161 funds declare 271 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Carlisle Cos Inc". https://titelia.com/en/stocks/carlisle-cos-inc-US1423391002