# CARLISLE COS INC (CSL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CSL/

- Reporting holders: 30
- Reported value: $50.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $13.6M | 42,104 | 0.4% | 21 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $7.2M | 22,229 | 0.5% | 32 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $7.0M | 21,757 | 0.4% | 27 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $5.8M | 17,962 | 1.3% | 12 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $2.4M | 7,533 | 0.2% | 20 |
| [Cox Capital Mgt LLC](https://holderbook.com/funds/1748728-cox-capital-mgt-llc/) | $2.1M | 6,615 | 1.2% | 3 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $2.0M | 6,173 | 0.3% | 1 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.8M | 5,650 | 0.3% | 25 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $1.8M | 5,459 | 0.1% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $910.5K | 2,826 | 0.0% | 12 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $798.7K | 2,479 | 0.1% | 8 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $653.7K | 2,029 | 0.4% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $645.6K | 2,004 | 0.0% | 9 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $588.6K | 1,827 | 0.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $570.6K | 1,771 | 0.0% | 13 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $432.0K | 1,341 | 0.0% | 9 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $376.3K | 1,168 | 0.1% | 24 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $330.0K | 1,037 | 0.2% | 4 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $322.2K | 1,000 | 0.0% | 22 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $298.1K | 928 | 0.0% | 4 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $257.7K | 800 | 0.1% | 14 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $212.0K | 658 | 0.0% | 24 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $153.4K | 476 | 0.0% | 6 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $64.8K | 201 | 0.1% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $29.3K | 91 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $50.3M |
| Q2 2026 | 799 | $15.7B |
| Q1 2026 | 783 | $13.8B |
| Q4 2025 | 771 | $13.3B |
| Q3 2025 | 753 | $14.1B |
| Q2 2025 | 762 | $16.0B |
| Q1 2025 | 735 | $14.1B |
| Q4 2024 | 764 | $15.0B |
| Q3 2024 | 751 | $18.8B |
| Q2 2024 | 729 | $17.2B |
| Q1 2024 | 663 | $19.0B |
| Q4 2023 | 604 | $14.5B |

