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
NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust 23,4678.5M $0.75 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 23,4088.1M $0.04 %as of May 31, 2026 ↗
Fidelity Dividend Growth Fund Fidelity Securities Fund 23,4008.4M $0.07 %as of Jul 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 23,3358.5M $0.02 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 22,4648.1M $0.23 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 22,0257.9M $0.02 %as of Jul 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 21,8047.8M $0.54 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 21,6877.9M $0.01 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 20,6387.5M $0.03 %as of Jun 30, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 19,7167.2M $0.64 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 19,6946.8M $0.48 %as of May 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 19,5187.1M $0.03 %as of Jun 30, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 19,4007M $0.85 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 19,3727M $0.02 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 18,7316.8M $0.40 %as of Jun 30, 2026 ↗
AMG River Road Mid Cap Value Fund AMG Funds IV 18,3726.6M $1.64 %as of Jul 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 18,3686.7M $0.40 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 17,6476.4M $0.11 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 17,5896.1M $0.33 %as of May 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,5566.3M $0.31 %as of Jul 31, 2026 ↗
Heartland Mid Cap Value Fund HEARTLAND GROUP INC. 16,8946.1M $1.24 %as of Jun 30, 2026 ↗
SpareBank 1 Global ODIN Forvaltning AS 16,81854.7M SEK0.76 %as of Mar 31, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 16,7496M $0.21 %as of Jul 31, 2026 ↗
Large-Cap Value Portfolio PACIFIC SELECT FUND 16,5406M $0.55 %as of Jun 30, 2026 ↗
Running Oak Efficient Growth ETF Strategic Trust 16,3875.7M $1.63 %as of May 31, 2026 ↗
Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust 16,3505.9M $2.53 %as of Jun 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 16,0045.8M $0.23 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 15,8645.5M $0.04 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 15,7005.4M $0.01 %as of May 31, 2026 ↗
Fidelity Capital Appreciation Fund Fidelity Capital Trust 15,5005.6M $0.07 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 15,4365.6M $0.41 %as of Jul 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 15,1425.5M $0.00 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 14,9925.4M $0.02 %as of Jun 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 14,6205.3M $0.40 %as of Jul 31, 2026 ↗
Skandia USA Skandia Fonder AB 14,60546.4M SEK1.02 %as of Mar 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 14,4735.2M $0.25 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 14,4495.2M $0.04 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 14,4375.2M $0.40 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 14,2635.2M $0.62 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 14,2385.1M $0.04 %as of Jul 31, 2026 ↗
Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 14,2125.2M $0.46 %as of Jun 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 14,1505.1M $0.02 %as of Jul 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 14,1085.1M $0.40 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 13,9805.1M $0.39 %as of Jun 30, 2026 ↗
Fidelity Advisor Strategic Income Fund Fidelity Advisor Series II 13,7005M $0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 13,6384.9M $0.16 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,6124.9M $0.06 %as of Jul 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 13,43042.7M SEK0.09 %as of Mar 31, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 13,3684.8M $0.21 %as of Jul 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 13,2884.8M $0.39 %as of Jun 30, 2026 ↗
Cicero Hållbar Mix Cicero Fonder AB 13,23141.8M SEK0.71 %as of Mar 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 13,1914.7M $0.04 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 13,1294.7M $0.02 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 13,0434.7M $0.02 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 13,02941.4M SEK0.15 %as of Mar 31, 2026 ↗
Handelsbanken Fokus 50 Handelsbanken Fonder AB 12,89841M SEK0.50 %as of Mar 31, 2026 ↗
Skandia Världen Sverige Skandia Fonder AB 12,88741M SEK0.53 %as of Mar 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 12,7314.4M $0.14 %as of May 31, 2026 ↗
Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. 12,2644.4M $1.18 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 12,1654.4M $0.04 %as of Jul 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 12,1264.4M $0.01 %as of Jun 30, 2026 ↗
JNL Multi-Manager Select Equity Fund JNL Series Trust 12,1164.4M $0.28 %as of Jun 30, 2026 ↗
Madison Small Cap Fund MADISON FUNDS 11,6944.2M $2.72 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. 11,6144M $1.02 %as of May 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 11,5364.2M $0.02 %as of Jul 31, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 11,3874.1M $4.05 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,2884.1M $0.40 %as of Jun 30, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 11,2194.1M $0.60 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,0134M $0.06 %as of Jun 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 10,9153.9M $0.43 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 10,7553.9M $0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 10,5693.8M $0.03 %as of Jul 31, 2026 ↗
WAYCROSS FOCUSED CORE EQUITY FUND Waycross Independent Trust 10,4843.6M $2.04 %as of May 31, 2026 ↗
Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC 10,0753.7M $1.55 %as of Jun 30, 2026 ↗
LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,0523.6M $0.45 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,9053.6M $0.12 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 9,7823.5M $0.04 %as of Jul 31, 2026 ↗
Knights of Columbus Long/Short Equity Fund ADVISORS' INNER CIRCLE III 9,6203.5M $1.14 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 9,3643.2M $0.02 %as of May 31, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 9,3133.4M $0.17 %as of Jul 31, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,1653.3M $0.44 %as of Jul 31, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 9,1223.3M $0.27 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 9,1203.3M $0.01 %as of Jun 30, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 8,9913.3M $1.66 %as of Jun 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,9653.3M $0.40 %as of Jun 30, 2026 ↗
SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST 8,7833.2M $0.50 %as of Jul 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 8,72527.7M SEK0.02 %as of Mar 31, 2026 ↗
EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust 8,7103.2M $0.87 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 8,4213.1M $0.36 %as of Jun 30, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,3523M $0.40 %as of Jun 30, 2026 ↗
Bridges Investment Fund Professionally Managed Portfolios 8,3263M $1.37 %as of Jun 30, 2026 ↗
VELA SMALL CAP FUND VELA Funds 8,1463M $1.63 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 8,0932.9M $0.10 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,0332.8M $0.01 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,8122.8M $0.05 %as of Jul 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 7,5562.6M $0.15 %as of May 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 7,4302.7M $0.39 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 7,3602.6M $0.10 %as of Jul 31, 2026 ↗
Abacus FCF Real Assets Leaders ETF Abacus FCF ETF Trust 7,3152.6M $2.84 %as of Jul 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 7,2422.5M $0.02 %as of May 31, 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