Carlisle Companies Ownership | Who Owns Carlisle Companies?
Carlisle Companies Ownership Summary
Carlisle Companies is owned by 86.63% institutional investors, 0.95% insiders, and 12.42% retail investors. Vanguard group is the largest institutional shareholder, holding 10.26% of CSL shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.79% of its assets in Carlisle Companies shares.
CSL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carlisle Companies | 86.63% | 0.95% | 12.42% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 4.90M | 10.26% | $1.99B |
| Blackrock | 4.88M | 10.20% | $1.98B |
| Morgan stanley | 2.33M | 4.87% | $943.13M |
| State street | 2.21M | 4.62% | $893.94M |
| Allspring global investments | 1.26M | 2.64% | $511.09M |
| Franklin resources | 1.16M | 2.43% | $470.33M |
| Jpmorgan chase | 1.15M | 2.41% | $465.92M |
| Fiduciary management inc /wi/ | 1.08M | 2.26% | $438.47M |
| Invesco | 1.08M | 2.26% | $437.69M |
| Geode capital management | 770.63K | 1.61% | $311.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Excalibur management | 77.23K | 12.77% | $31.30M |
| Thompson davis | 20.98K | 7.37% | $8.50M |
| 1623 capital | 23.00K | 5.38% | $9.32M |
| Next level private | 26.00K | 4.82% | $10.54M |
| Marvin & palmer associates | 11.08K | 4.60% | $4.49M |
| Fiduciary management inc /wi/ | 1.08M | 4.08% | $438.47M |
| Robeco schweiz | 376.50K | 2.93% | $152.56M |
| Envoi | 2.22K | 2.85% | $898.35K |
| Deroy & devereaux private investment counsel | 101.98K | 2.55% | $41.32M |
| Shellback capital, lp | 80.12K | 2.38% | $32.46M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 567.09K | 0.03% | 567.09K |
| Mirae asset global etfs | 313.71K | 0.30% | 313.71K |
| Td asset management | 281.64K | 0.11% | 268.69K |
| Invesco | 1.08M | 0.09% | 252.11K |
| Epoch investment partners | 160.51K | 0.30% | 160.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Generation investment management llp | - | - | -718.92K |
| Pacer advisors | 17.62K | 0.02% | -500.40K |
| Allspring global investments | 1.26M | 0.83% | -423.19K |
| Point72 asset management | - | - | -318.72K |
| Mirae asset global investments | 4.16K | 0.01% | -226.66K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 567.09K | 0.03% | 567.09K | $229.79M |
| Mirae asset global etfs | 313.71K | 0.30% | 313.71K | $127.12M |
| Epoch investment partners | 160.51K | 0.30% | 160.51K | $65.04M |
| Hrt financial lp | 129.34K | 0.29% | 129.34K | $52.41M |
| Aviva | 108.01K | 0.12% | 108.01K | $43.77M |
Sold Out
| Holder | Change |
|---|---|
| Concourse financial group securities | -2.00 |
| Cornerstone planning group | -2.00 |
| Gradient investments | -5.00 |
| Hexagon capital partners | -6.00 |
| Triad wealth partners | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 740 | 1.79% | 39,761,365 | -3.35% | 86 | 1.17% | 360 | 0.84% | 245 | -4.30% |
| Jun 30, 2024 | 723 | 9.21% | 41,134,433 | -1.07% | 86 | 1.14% | 354 | 16.07% | 255 | 13.84% |
| Mar 31, 2024 | 662 | 9.42% | 41,581,078 | -2.04% | 86 | 1.12% | 305 | 13.81% | 224 | -1.32% |
| Dec 31, 2023 | 605 | 5.77% | 42,446,860 | -3.14% | 88 | 1.12% | 268 | 15.52% | 227 | 5.58% |
| Sep 30, 2023 | 572 | 4.57% | 43,822,111 | -4.66% | 88 | 1.08% | 232 | - | 215 | 4.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap I | 1.72M | 3.79% | - |
| iShares Core S&P Mid-Cap ETF | 1.48M | 3.27% | 2.89K |
| Vanguard Total Stock Mkt Idx Inv | 1.46M | 3.23% | -4.94K |
| Vanguard Small Cap Index | 1.16M | 2.56% | 2.25K |
| Franklin Rising Dividends A | 1.02M | 2.24% | - |
| Franklin Rising Dividends Fund A | 1.02M | 2.24% | - |
| Vanguard Small Cap Value Index Inv | 783.51K | 1.73% | -272.00 |
| Allspring Special Mid Cap Value Inst | 761.30K | 1.68% | - |
| Allspring Special US Mid Cap Value Eq | 761.30K | 1.65% | -157.80K |
| Vanguard Institutional Extnd Mkt Idx Tr | 683.91K | 1.51% | -3.49K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 21, 2024 | SMITH DAVID W | VP, Sustainability | Sell | $121.94K |
| Jul 29, 2024 | SMITH DAVID W | VP, Sustainability | Sell | $255.34K |
| Jul 26, 2024 | Zdimal Kevin P | VP & Chief Financial Officer | Sell | $1.78M |
| Jul 26, 2024 | Zdimal Kevin P | VP & Chief Financial Officer | Sell | $4.28K |
| Jul 26, 2024 | Zdimal Kevin P | VP & Chief Financial Officer | Sell | $1.51M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 8 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | 25 |
| 2023 Q4 | - | - |
CSL Ownership FAQ
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