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 799 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
10
shares
|
$4,188
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
10
shares
|
$4,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$3,769
0.01% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
9
shares
|
$3,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
8
shares
|
$3,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
8
shares
|
$3,350
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
8
shares
|
$3,350
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
8
shares
|
$3,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$2,931
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
7
shares
|
$2,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
6
shares
|
$2,512
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5
shares
|
$2,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$2,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
5
shares
|
$2,094
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5
shares
|
$2,094
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
5
shares
|
$2,094
0.0% of portfolio
|
Q4 2024
Reduced 77.27%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
5
shares
|
$2,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
5
shares
|
$2,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
4
shares
|
$1,675
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
4
shares
|
$1,675
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
4
shares
|
$1,675
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3
shares
|
$1,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
3
shares
|
$1,256
0.0% of portfolio
|
Q2 2023
Reduced 99.17%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
3
shares
|
$1,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
3
shares
|
$1,256
0.0% of portfolio
|
Q2 2025
New holding
|