Carlisle Companies

CSL • NYSE

Carlisle Companies is a construction company in the industrials sector on NYSE, led by David A. Roberts, with a market cap of $13.8B. As of Q3 2025, 97% of shares are held by 726 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.07%.

Chairman, President and Chief Executive OfficerDavid A. Roberts

Market Cap$13.8B

Construction

Industrials

Employees11.0K

Websitecarlisle.com

Country

United States of America

Overview

Overview of institutional ownership in CSL as of Q3 2025 with a market cap of $14.1B

All Institutions

Institutions: 726
Value Held: $13.6B
Shares Held: 41.3M
Avg Position: $18.7M
Median Position: $929.0K

Hedge Funds

Hedge Funds: 39
Value Held: $264.7M
Shares Held: 804.7K
Avg Position: $6.8M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

94.78%

$13.3B

Hedge Funds

1.88%

$264.7M

Retail & Other

3.33%

$468.9M

Based on market cap of $14.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CSL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.4B 0.02% of portfolio	10.07% 4.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$1.4B 0.02% of portfolio	9.76% 4.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.2B 0.07% of portfolio	8.26% 3.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$643.5M 0.02% of portfolio	4.58% 2.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$346.8M 0.05% of portfolio	2.47% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$345.1M 0.06% of portfolio	2.45% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$342.1M 0.02% of portfolio	2.43% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$339.3M 0.09% of portfolio	2.41% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$395.36B
SANDS CAPITAL MANAGEMENT, LLC Long Only Manager	Frank Melville Sands CEO	$279.5M 0.77% of portfolio	1.99% 849.5K shares	Q2 2025 Held for 5 months	$36.2B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$254.7M 0.41% of portfolio	1.80% 768.2K shares	Q4 2021 Held for 3y 11m	$61.5B

Net Capital Flow

Institutional buying and selling activity for CSL in Q3 2025

Traded: −$223.7M
Buyers: 310
Sellers: 383
Total Bought: +$1.2B
Total Sold: −$1.5B
Avg Position: $16.7M

Biggest Buyers

Institution	Net Bought	Current Position
Bank of New York Mellon Corp Institution	+$183.8M +558.7K shares	$345.1M 1.0M shares
BARCLAYS PLC Institution	+$148.6M +451.7K shares	$164.3M 499.3K shares
SANDS CAPITAL MANAGEMENT, LLC Long Only Manager	+$139.2M +423.1K shares	$279.5M 849.5K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	+$54.6M +165.9K shares	$97.7M 296.9K shares
P Pacer Advisors, Inc. Institution	+$47.0M +143.0K shares	$49.7M 151.2K shares
C Champlain Investment Partners, LLC Long Only Manager	+$43.9M +133.6K shares	$43.9M 133.6K shares
MORGAN STANLEY RIA/Wealth	+$43.7M +132.9K shares	$1.2B 3.5M shares
HM PAYSON & CO RIA/Wealth	+$38.7M +117.7K shares	$38.8M 117.8K shares
River Road Asset Management, LLC Long Only Manager	+$37.2M +113.2K shares	$84.4M 256.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$36.8M +111.8K shares	$63.9M 194.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$236.1M −717.8K shares	$135.1M 410.7K shares
Allspring Global Investments Holdings, LLC Long Only Manager	−$169.4M −510.8K shares	$254.7M 768.2K shares
JPMORGAN CHASE & CO Institution	−$130.8M −397.7K shares	$342.1M 1.0M shares
FIRST TRUST ADVISORS LP ETF Provider	−$73.2M −222.7K shares	$102.9M 313.0K shares
P PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO Institution	−$59.5M −180.9K shares	$16.1M 48.9K shares
F FIL Ltd Institution	−$52.1M −139.6K shares	Sold Off 0 shares
A AXA Institution	−$35.9M −96.1K shares	Sold Off 0 shares
STATE STREET CORP Institution	−$33.3M −101.3K shares	$643.5M 2.0M shares
VANGUARD GROUP INC Institution	−$26.2M −79.7K shares	$1.4B 4.3M shares
S Standard Life Aberdeen plc Institution	−$24.0M −71.7K shares	$7.1M 21.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CSL in Q3 2025

New Positions: 46
New Value: $81.1M
Exited Positions: 86
Exited Value: $250.2M

New Positions

Institution	Position Value
C Champlain Investment Partners, LLC Long Only Manager	$43.9M 133.6K shares
M M&G Plc Institution	$11.9M 36.2K shares
NOVARE CAPITAL MANAGEMENT LLC RIA/Wealth	$8.3M 25.3K shares
CHILTON INVESTMENT CO LLC Hedge Fund•Long/Short	$3.4M 10.2K shares
I Ilmarinen Mutual Pension Insurance Co Institution	$2.4M 7.3K shares
DEAN INVESTMENT ASSOCIATES, LLC Long Only Manager	$1.9M 5.9K shares
HARVEY INVESTMENT CO LLC RIA/Wealth	$1.2M 3.5K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$1.0M 3.1K shares
Dean Capital Management Long Only Manager	$987.9K 3.0K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$740.8K 2.3K shares

Exited Positions

Institution	Previous Position
F FIL Ltd Institution	$52.1M 139.6K shares
A AXA Institution	$35.9M 96.1K shares
H HRT FINANCIAL LLC Institution	$19.6M 52.6K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$18.1M 48.4K shares
S Shellback Capital, LP Hedge Fund•Long/Short	$17.7M 47.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$17.6M 47.1K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$8.8M 23.5K shares
Robeco Investment Management, Inc. Long Only Manager	$6.5M 17.4K shares
T TCW GROUP INC Institution	$6.4M 17.2K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$6.3M 16.8K shares

Options Activity

Institutions with the largest Call and Put options positions in CSL as of Q3 2025

Call Positions: 7
Call Value: $17.4M
Put Positions: 7
Put Value: $18.7M

Call Positions

Institution	Position Value
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$8.2M 250.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.6M 139.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.4M 43.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.1M 33.0 contracts
C Cubist Systematic Strategies, LLC Institution	$1.1M 33.0 contracts
J JANE STREET GROUP, LLC Institution	$986.9K 30.0 contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$9.4M 286.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$4.9M 150.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.0M 92.0 contracts
W WOLVERINE TRADING, LLC Institution	$801.7K 24.0 contracts
C Cubist Systematic Strategies, LLC Institution	$460.5K 14.0 contracts
HighTower Advisors, LLC RIA/Wealth	$104.4K 30.0 contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with CSL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
EXCALIBUR MANAGEMENT CORP RIA/Wealth	Michael William Delduchetto President	8.80% $24.2M	0.17% 73.6K shares	≤ Q2 2013 Held for 12y 5m+	$275.3M
L Lodge Hill Capital, LLC Hedge Fund•Long/Short	Clinton Robert Murray Managing Partner	8.08% $45.2M	0.32% 137.5K shares	Q4 2024 Held for 11 months	$559.8M
T THOMPSON DAVIS & CO., INC. Institution	-	5.86% $9.5M	0.07% 28.9K shares	Q4 2021 Held for 3y 11m	$162.0M
Centerstone Investors, LLC Long Only Manager	Abhay Deshpande CIO	3.09% $865.8K	0.01% 2.6K shares	Q4 2018 Held for 6y 11m	$28.1M
Laurus Investment Counsel Inc. Long Only Manager	Chris William Page CEO	2.45% $3.6M	0.03% 10.8K shares	Q4 2017 Held for 7y 11m	$145.2M
T Triodos Investment Management BV Institution	-	2.16% $29.9M	0.21% 90.8K shares	Q4 2024 Held for 11 months	$1.4B
S Seatown Holdings Pte. Ltd. Institution	-	1.97% $3.4M	0.02% 10.4K shares	Q3 2024 Held for 1y 2m	$173.5M
F FIDUCIARY MANAGEMENT INC /WI/ Long Only Manager	John Scott Brandser CEO	1.88% $185.9M	1.32% 565.1K shares	≤ Q2 2013 Held for 12y 5m+	$9.9B
Madison Asset Management, LLC Long Only Manager	Steven Allan Carl Chairman	1.86% $167.4M	1.19% 509.0K shares	Q4 2019 Held for 5y 11m	$9.0B
R ROBECOSAM AG Institution	-	1.84% $82.0M	0.58% 249.4K shares	Q1 2023 Held for 2y 8m	$4.4B

Hedge Fund Spotlight

Discover hedge funds investing in CSL

Voleon Capital Management LP

Hedge Fund • Quant

Portfolio ManagerMichael Kharitonov

Portfolio Value: $4.1B
Positions: 884
Last Reported: Q3 2025

Sector Allocation

Position in Carlisle Companies

Market Value: $214.5K
Shares Held: 652.0
Portfolio Weight: 0.01%
Owned Since: 2025-Q3

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