Filing Research | CSL - CARLISLE COS INC Institutional Holdings

Snapshot holdings

50 / 191 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	338.3KSH	$122.7M
2	JOHNSON INVESTMENT COUNSEL INC	Shares	109.4KSH	$39.7M
3	River Road Asset Management, LLC	Shares	107.2KSH	$38.9M
4	Swedbank AB	Shares	79.7KSH	$28.9M
5	Birch Hill Investment Advisors LLC	Shares	49.5KSH	$18.0M
6	Mediolanum International Funds Ltd	Shares	45.3KSH	$17.1M
7	MassMutual Private Wealth & Trust, FSB	Shares	39.7KSH	$14.4M
8	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	37.3KSH	$13.5M
9	HM PAYSON & CO	Shares	37.3KSH	$13.5M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	36.0KSH	$13.1M
11	YHB Investment Advisors, Inc.	Shares	21.7KSH	$7.9M
12	KWMG, LLC	Shares	21.6KSH	$7.8M
13	Robeco Institutional Asset Management B.V.	Shares	19.0KSH	$6.9M
14	Princeton Global Asset Management LLC	Shares	17.0KSH	$6.2M
15	CARY STREET PARTNERS FINANCIAL LLC	Shares	14.3KSH	$5.2M
16	Assenagon Asset Management S.A.	Shares	13.5KSH	$4.9M
17	Next Level Private LLC	Shares	12.3KSH	$4.5M
18	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	11.8KSH	$4.3M
19	Louisiana State Employees Retirement System	Shares	11.8KSH	$4.3M
20	OFI INVEST ASSET MANAGEMENT	Shares	13.3KSH	$4.2M
21	IFM Investors Pty Ltd	Shares	11.0KSH	$4.0M
22	Vest Financial, LLC	Shares	10.9KSH	$4.0M
23	Chesley Taft & Associates LLC	Shares	10.2KSH	$3.7M
24	BURNEY CO/	Shares	10.2KSH	$3.7M
25	ABN AMRO INVESTMENT SOLUTIONS	Shares	9.8KSH	$3.6M
26	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	9.7KSH	$3.5M
27	Y-Intercept (Hong Kong) Ltd	Shares	9.7KSH	$3.5M
28	Covea Finance	Shares	9.4KSH	$3.4M
29	PFG Advisors	Shares	7.9KSH	$2.9M
30	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	7.6KSH	$2.8M
31	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	7.3KSH	$2.6M
32	Boston Common Asset Management, LLC	Shares	7.2KSH	$2.6M
33	DAVENPORT & Co LLC	Shares	7.1KSH	$2.6M
34	Alley Investment Management Company, LLC	Shares	7.1KSH	$2.6M
35	Cox Capital Mgt LLC	Shares	6.6KSH	$2.4M
36	Prospera Financial Services Inc	Shares	6.6KSH	$2.4M
37	SHAYNE & JACOBS, LLC	Shares	6.4KSH	$2.3M
38	Rathbones Group PLC	Shares	6.2KSH	$2.2M
39	Envestnet Portfolio Solutions, Inc.	Shares	6.2KSH	$2.2M
40	Police & Firemen's Retirement System of New Jersey	Shares	5.9KSH	$2.1M
41	Procyon Advisors, LLC	Shares	5.8KSH	$2.1M
42	ROMANO BROTHERS AND COMPANY	Shares	5.7KSH	$2.1M
43	Montecito Bank & Trust	Shares	5.7KSH	$2.0M
44	Lifestyle Asset Management, Inc.	Shares	5.5KSH	$2.0M
45	Stonebridge Financial Group, LLC	Shares	5.5KSH	$2.0M
46	ASR Vermogensbeheer N.V.	Shares	5.2KSH	$1.9M
47	Oak Thistle LLC	Shares	5.2KSH	$1.9M
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.7KSH	$1.9M
49	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	5.1KSH	$1.8M
50	Town & Country Bank & Trust CO dba First Bankers Trust CO	Shares	4.6KSH	$1.7M

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Manager changes2026-06-30 vs 2026-03-31

50 / 202 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+49.1K	+$26.2M	$122.7M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+35.9K	+$13.0M	$13.1M
3	Mediolanum International Funds Ltd trimmed	Shares	-155	+$2.3M	$17.1M
4	Swedbank AB unchanged	Shares	0	+$2.3M	$28.9M
5	Vest Financial, LLC added	Shares	+5.5K	+$2.2M	$4.0M
6	Chesley Taft & Associates LLC added	Shares	+4.6K	+$1.8M	$3.7M
7	ASR Vermogensbeheer N.V. added	Shares	+4.6K	+$1.7M	$1.9M
8	Town & Country Bank & Trust CO dba First Bankers Trust CO new	Shares	+4.6K	+$1.7M	$1.7M
9	Birch Hill Investment Advisors LLC added	Shares	+505	+$1.6M	$18.0M
10	MassMutual Private Wealth & Trust, FSB added	Shares	+1.2K	+$1.5M	$14.4M
11	Assenagon Asset Management S.A. added	Shares	+2.8K	+$1.3M	$4.9M
12	Y-Intercept (Hong Kong) Ltd added	Shares	+3.1K	+$1.3M	$3.5M
13	Apollon Wealth Management, LLC added	Shares	+3.5K	+$1.3M	$1.6M
14	Munich Reinsurance Co Stock Corp in Munich new	Shares	+2.8K	+$1.0M	$1.0M
15	Boston Common Asset Management, LLC added	Shares	+2.0K	+$862.2K	$2.6M
16	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.7K	+$853.2K	$3.6M
17	Prospera Financial Services Inc added	Shares	+2.0K	+$843.5K	$2.4M
18	OFI INVEST ASSET MANAGEMENT added	Shares	+1.6K	+$840.9K	$4.2M
19	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.2K	+$830.1K	$5.2M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.5K	+$829.5K	$1.9M
21	KWMG, LLC added	Shares	+544	+$811.1K	$7.8M
22	YHB Investment Advisors, Inc. added	Shares	+347	+$748.1K	$7.9M
23	Oak Thistle LLC added	Shares	+1.5K	+$642.8K	$1.9M
24	IFM Investors Pty Ltd added	Shares	+917	+$626.8K	$4.0M
25	Princeton Global Asset Management LLC added	Shares	+296	+$595.5K	$6.2M
26	Revolve Wealth Partners, LLC new	Shares	+1.6K	+$587.3K	$587.3K
27	Robeco Institutional Asset Management B.V. unchanged	Shares	0	+$552.4K	$6.9M
28	Fideuram Asset Management (Ireland) dac new	Shares	+1.5K	+$530.8K	$530.8K
29	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.3K	+$525.5K	$972.9K
30	SHAYNE & JACOBS, LLC added	Shares	+665	+$408.9K	$2.3M
31	Intrua Financial, LLC new	Shares	+1.1K	+$390.9K	$390.9K
32	Next Level Private LLC added	Shares	+38	+$371.0K	$4.5M
33	Louisiana State Employees Retirement System unchanged	Shares	0	+$343.7K	$4.3M
34	EQUITABLE TRUST CO added	Shares	+563	+$315.4K	$1.6M
35	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+786	+$312.2K	$622.1K
36	Lifestyle Asset Management, Inc. added	Shares	+397	+$293.4K	$2.0M
37	GAMMA Investing LLC added	Shares	+655	+$286.2K	$843.4K
38	PFG Advisors added	Shares	+149	+$281.1K	$2.9M
39	Covea Finance unchanged	Shares	0	+$273.8K	$3.4M
40	Boston Trust Walden Corp added	Shares	+613	+$257.3K	$657.7K
41	VIEWPOINT INVESTMENT PARTNERS CORP new	Shares	+700	+$253.9K	$253.9K
42	Mirae Asset Global Investments Co., Ltd. added	Shares	+649	+$243.9K	$340.6K
43	Merit Financial Group, LLC added	Shares	+297	+$224.2K	$1.6M
44	Cyndeo Wealth Partners, LLC new	Shares	+609	+$220.9K	$220.9K
45	Gallacher Capital Management LLC new	Shares	+600	+$217.5K	$217.5K
46	Annex Advisory Services, LLC new	Shares	+599	+$217.3K	$217.3K
47	PARSONS CAPITAL MANAGEMENT INC/RI trimmed	Shares	-50	+$205.1K	$2.8M
48	Avior Wealth Management, LLC added	Shares	+330	+$201.1K	$1.1M
49	Cox Capital Mgt LLC added	Shares	+14	+$198.2K	$2.4M
50	Montecito Bank & Trust added	Shares	+85	+$192.9K	$2.0M

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