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. This table lists the 581 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.
| 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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| 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 table shows the 25 largest.
| 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
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| 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 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.
Cite this page
Titelia. "Fund shareholders of Carlisle Cos Inc". https://titelia.com/en/stocks/carlisle-cos-inc-US1423391002