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.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Inspire 500 ETF Northern Lights Fund Trust IV | 2,518 | 868.2K $ | 0.10 % | as of May 31, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 2,515 | 905.2K $ | 0.21 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 2,511 | 910.9K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 2,481 | 900K $ | 0.41 % | as of Jun 30, 2026 ↗ |
| Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 2,469 | 851.3K $ | 0.03 % | as of May 29, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 2,412 | 7.7M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 2,400 | 7.6M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 2,360 | 849.4K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| iShares ESG Advanced MSCI USA ETF iShares Trust | 2,330 | 803.4K $ | 0.05 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 2,320 | 841.6K $ | 0.25 % | as of Jun 30, 2026 ↗ |
| Sit Small Cap Growth Fund SIT MUTUAL FUNDS INC | 2,200 | 798.1K $ | 0.55 % | as of Jun 30, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 2,109 | 759.1K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,068 | 750.2K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 2,036 | 738.6K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,970 | 714.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| World Selection Index Fund Northern Funds | 1,956 | 709.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Stiftelsefond Handelsbanken Fonder AB | 1,916 | 6.1M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Domini Sustainable Solutions Fund Domini Investment Trust | 1,836 | 660.8K $ | 1.21 % | as of Jul 31, 2026 ↗ |
| ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST | 1,810 | 651.5K $ | 1.48 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 1,795 | 618.9K $ | 0.15 % | as of May 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,791 | 644.6K $ | 0.23 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,768 | 641.3K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 1,752 | 630.6K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| MoA Mid Cap Growth Fund MoA Funds Corp | 1,751 | 635.2K $ | 0.47 % | as of Jun 30, 2026 ↗ |
| Carbon Collective Climate Solutions U.S. Equity ETF Tidal Trust II | 1,740 | 626.3K $ | 1.37 % | as of Jul 31, 2026 ↗ |
| Guardian Mid Cap Relative Value VIP Fund Guardian Variable Products Trust | 1,711 | 620.7K $ | 0.68 % | as of Jun 30, 2026 ↗ |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 1,700 | 616.7K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 1,686 | 606.8K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 1,682 | 610.1K $ | 0.61 % | as of Jun 30, 2026 ↗ |
| Cicero Offensiv Hållbar Cicero Fonder AB | 1,677 | 5.3M SEK | 1.37 % | as of Mar 31, 2026 ↗ |
| Global Equity Fund RUSSELL INVESTMENT CO | 1,656 | 596K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,638 | 564.8K $ | 0.01 % | as of May 31, 2026 ↗ |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 1,636 | 593.5K $ | 0.31 % | as of Jun 30, 2026 ↗ |
| TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 1,609 | 583.7K $ | 1.91 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Large Cap Equity Fund BNY Mellon Investment Funds V, Inc. | 1,579 | 572.8K $ | 0.42 % | as of Jun 30, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 1,575 | 571.3K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,532 | 555.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 1,501 | 540.2K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| AdvisorShares Insider Advantage ETF AdvisorShares Trust | 1,500 | 544.1K $ | 0.96 % | as of Jun 30, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,489 | 540.1K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,488 | 513.1K $ | 0.21 % | as of May 31, 2026 ↗ |
| VELA INCOME OPPORTUNITIES FUND VELA Funds | 1,467 | 532.2K $ | 1.27 % | as of Jun 30, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 1,466 | 527.6K $ | 0.41 % | as of Jul 31, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 1,453 | 501K $ | 0.23 % | as of May 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,422 | 511.8K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 1,414 | 512.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 1,410 | 486.2K $ | 0.30 % | as of May 31, 2026 ↗ |
| BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI | 1,409 | 485.8K $ | 0.16 % | as of May 31, 2026 ↗ |
| Guinness Atkinson Alternative Energy Fund GUINNESS ATKINSON FUNDS | 1,402 | 508.6K $ | 2.43 % | as of Jun 30, 2026 ↗ |
| VIP Strategic Income Portfolio Variable Insurance Products Fund V | 1,400 | 507.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 1,386 | 477.9K $ | 0.02 % | as of May 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 1,347 | 488.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 1,332 | 459.3K $ | 0.40 % | as of May 31, 2026 ↗ |
| First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 1,332 | 459.3K $ | 0.28 % | as of May 31, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 1,330 | 478.7K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 1,319 | 478.5K $ | 0.41 % | as of Jun 30, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,305 | 473.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,274 | 439.3K $ | 0.09 % | as of May 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,266 | 436.5K $ | 0.02 % | as of May 31, 2026 ↗ |
| ROCK OAK CORE GROWTH FUND Oak Associates Funds | 1,255 | 451.7K $ | 3.33 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 1,240 | 427.6K $ | 0.03 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,218 | 420K $ | 0.03 % | as of May 31, 2026 ↗ |
| Handelsbanken Fokus 25 Handelsbanken Fonder AB | 1,208 | 3.8M SEK | 0.23 % | as of Mar 31, 2026 ↗ |
| MOA ALL AMERICA FUND MoA Funds Corp | 1,192 | 432.4K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,171 | 424.8K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 1,166 | 419.7K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,151 | 414.3K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 1,149 | 396.2K $ | 0.15 % | as of May 29, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,142 | 414.3K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 1,108 | 398.8K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 1,100 | 3.5M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 1,094 | 396.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| PriorNilsson Globala Utdelare Prior & Nilsson Fond- och Kapitalförvaltning Aktiebolag | 1,093 | 3.5M SEK | 1.72 % | as of Mar 31, 2026 ↗ |
| Parametric Hedged Equity ETF Morgan Stanley ETF Trust | 1,078 | 391K $ | 0.28 % | as of Jun 30, 2026 ↗ |
| Inspire Global Hope ETF Northern Lights Fund Trust IV | 1,073 | 370K $ | 0.24 % | as of May 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 1,029 | 354.8K $ | 0.04 % | as of May 31, 2026 ↗ |
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 1,027 | 354.1K $ | 0.08 % | as of May 31, 2026 ↗ |
| American Century U.S. Quality Value ETF American Century ETF Trust | 1,021 | 352.1K $ | 0.10 % | as of May 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,017 | 368.9K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,009 | 366K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 1,000 | 344.8K $ | 0.10 % | as of May 31, 2026 ↗ |
| Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust | 983 | 353.8K $ | 0.26 % | as of Jul 31, 2026 ↗ |
| Nomura VIP Opportunity Series Delaware VIP Trust | 971 | 352.2K $ | 0.40 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 953 | 328.6K $ | 0.04 % | as of May 31, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 943 | 342.1K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 942 | 339K $ | 0.17 % | as of Jul 31, 2026 ↗ |
| JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I | 938 | 340.3K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Skandia Balanserad Skandia Fonder AB | 930 | 3M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST | 930 | 337.4K $ | 1.87 % | as of Jun 30, 2026 ↗ |
| First Eagle Global Real Assets Fund First Eagle Funds | 922 | 331.8K $ | 1.20 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 911 | 330.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Disciplined Value Series Manning & Napier Fund, Inc. | 905 | 325.7K $ | 0.25 % | as of Jul 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 904 | 327.9K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 894 | 324.3K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 893 | 321.4K $ | 0.14 % | as of Jul 31, 2026 ↗ |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 890 | 306.9K $ | 0.16 % | as of May 31, 2026 ↗ |
| Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST | 854 | 294.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| Cromwell Long Short Fund Total Fund Solution | 842 | 305.4K $ | 0.33 % | as of Jun 30, 2026 ↗ |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 826 | 299.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 825 | 296.9K $ | 0.07 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 517 | -21 | 16,604,858 | -0.6 % |
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| STATE STREET CORPORATION | 5.20 % | 2,096,907 | as 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.
Cite this page
Titelia. "Fund shareholders of Carlisle Cos Inc". https://titelia.com/en/stocks/carlisle-cos-inc-US1423391002