Institutional Ownership Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL). We have compiled data on the 821 institutions that hold shares in the stock, with a total of 44.6 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
25
shares
|
$9,555
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
25
shares
|
$9,555
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
25
shares
|
$9,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
24
shares
|
$9,173
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
22
shares
|
$8,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
22
shares
|
$8,408
0.01% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
21
shares
|
$8,026
0.0% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$7,644
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
18
shares
|
$6,879
0.0% of portfolio
|
Q1 2025
Reduced 73.91%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17
shares
|
$6,497
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
16
shares
|
$6,115
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
16
shares
|
$6,115
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
14
shares
|
$5,351
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
14
shares
|
$5,351
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
14
shares
|
$5,351
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
12
shares
|
$4,586
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
12
shares
|
$4,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
11
shares
|
$4,204
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
11
shares
|
$4,204
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
10
shares
|
$3,822
0.0% of portfolio
|
Q2 2025
Reduced 62.96%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
10
shares
|
$3,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
10
shares
|
$3,822
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$3,439
0.01% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
9
shares
|
$3,439
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
8
shares
|
$3,057
0.0% of portfolio
|
Q1 2025
New holding
|