Carlisle Ownership | Who Owns Carlisle?
Carlisle Ownership Summary
Carlisle is owned by 88.45% institutional investors, 1.19% insiders, and 10.36% retail investors. Blackrock is the largest institutional shareholder, holding 10.20% of CSL shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 4.00% of its assets in Carlisle shares.
CSL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carlisle | 88.45% | 1.19% | 10.36% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.88M | 10.20% | $1.98B |
| Vanguard group | 4.64M | 10.11% | $1.71B |
| Blackrock funding, inc. /de | 4.52M | 9.85% | $1.67B |
| Morgan stanley | 2.33M | 4.87% | $943.13M |
| State street | 2.20M | 4.80% | $812.01M |
| Invesco | 1.36M | 2.97% | $502.24M |
| Franklin resources | 1.19M | 2.60% | $440.48M |
| Jpmorgan chase | 1.13M | 2.47% | $418.62M |
| Allspring global investments | 1.10M | 2.40% | $402.89M |
| Geode capital management | 863.19K | 1.88% | $317.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lodge hill capital | 115.00K | 11.69% | $42.42M |
| Excalibur management | 75.03K | 10.99% | $27.67M |
| Seatown pte. | 21.60K | 5.47% | $7.97M |
| 1623 capital | 23.00K | 5.38% | $9.32M |
| Thompson davis | 20.98K | 4.98% | $7.74M |
| Envoi | 2.22K | 2.85% | $898.35K |
| Robeco schweiz | 342.50K | 2.70% | $126.33M |
| Next level private | 18.02K | 2.68% | $6.65M |
| Centerstone investors | 6.56K | 2.21% | $2.66M |
| Nia impact advisors | 17.49K | 2.10% | $6.45M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 564.19K | 0.03% | 564.19K |
| Wells fargo & company/mn | 616.87K | 0.05% | 538.99K |
| Madison investment advisors | 401.82K | 1.67% | 401.82K |
| Inlight wealth management | 320.03K | 0.21% | 320.03K |
| Qube research | 216.17K | 0.10% | 180.81K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Generation investment management llp | - | - | -718.92K |
| Fiduciary management inc /wi/ | 540.94K | 1.86% | -518.97K |
| Blackrock funding, inc. /de | 4.52M | 0.03% | -246.88K |
| Morgan stanley | 2.33M | 0.07% | -212.17K |
| Holocene advisors, lp | - | - | -176.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 564.19K | 0.03% | 564.19K | $208.10M |
| Madison investment advisors | 401.82K | 1.67% | 401.82K | $148.21M |
| Inlight wealth management | 320.03K | 0.21% | 320.03K | $320.03K |
| Toms capital investment management lp | 147.00K | 1.97% | 147.00K | $54.22M |
| Lodge hill capital | 115.00K | 11.69% | 115.00K | $42.42M |
Sold Out
| Holder | Change |
|---|---|
| Rothschild investment | -1.00 |
| Castleview partners | -1.00 |
| Cornerstone planning group | -2.00 |
| Concourse financial group securities | -2.00 |
| Claris advisors, llc / mo / | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 741 | -0.94% | 40,598,505 | 1.75% | 88 | 1.17% | 341 | -6.58% | 278 | 12.55% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap I | 1.78M | 4.00% | 136.99K |
| Vanguard US Total Market Shares ETF | 1.47M | 3.29% | -39.66K |
| iShares Core S&P Mid-Cap ETF | 1.45M | 3.29% | 2.56K |
| Vanguard Total Stock Mkt Idx Inv | 1.43M | 3.24% | 7.53K |
| Vanguard Small Cap Index | 1.16M | 2.62% | 945.00 |
| Franklin Rising Dividends Fund A | 1.03M | 2.34% | - |
| Franklin Rising Dividends A | 1.03M | 2.28% | 18.00K |
| Vanguard Small Cap Value Index Inv | 762.23K | 1.73% | -2.66K |
| Allspring Special Mid Cap Value Inst | 761.30K | 1.72% | - |
| Allspring Special US Mid Cap Value Eq | 761.30K | 1.68% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 08, 2025 | PATEL MEHUL | VP, Investor Relations | Sell | $52.58K |
| Feb 07, 2025 | Collins Jonathan R. | - | Sell | $366.70K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 8 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | 25 |
CSL Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools