CSL Ltd
CSLLY- Exchange
- OTC
- SEC CIK
- 0001274152
No open-market purchases or sales by CSL Ltd insiders were filed in the last 90 days; 6 institutions reported holding it in 13F filings for Q2 2026, worth $600.9K in total; no superinvestor holds it.
Other share classesCMXHF
13F holders, Q3 2021
Institutional positions in CSL Ltd as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 21
- −5 vs. Q2 2021
- Shares held
- 674.9K
- +75.5K (+12.6%) vs. Q2 2021
- Total value
- $71.4M
- +$7.25M (+11.3%) vs. Q2 2021
- New holders
- 2
- 11 more added
- Sold out
- 7
- 3 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CSLLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6 | $600.9K |
| Q1 2026 | 7 | $1.42M |
| Q4 2025 | 8 | $1.65M |
| Q3 2025 | 6 | $1.97M |
| Q2 2025 | 7 | $4.72M |
| Q1 2025 | 7 | $4.11M |
| Q4 2024 | 10 | $8.20M |
| Q3 2024 | 10 | $11.8M |
| Q2 2024 | 10 | $10.6M |
| Q1 2024 | 9 | $10.6M |
| Q4 2023 | 10 | $15.1M |
| Q3 2023 | 16 | $16.3M |
| Q2 2023 | 19 | $55.4M |
| Q1 2023 | 15 | $55.7M |
| Q4 2022 | 14 | $58.1M |
| Q3 2022 | 17 | $55.1M |
| Q2 2022 | 18 | $60.2M |
| Q1 2022 | 21 | $64.5M |
| Q4 2021 | 22 | $70.4M |
| Q3 2021 | 21 | $71.4M |
| Q2 2021 | 27 | $64.2M |
| Q1 2021 | 28 | $195.8M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding CSL Ltd; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sierra Capital LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 89 | $9.00K | 0.00% | +89 | New |
| Lenox Wealth Advisors, LLC | 208 | $22.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 243 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 359 | $37.0K | 0.00% | +20+5.9% | Added |
| The PNC Financial Services Group, Inc. | 454 | $48.0K | 0.00% | −3−0.7% | Reduced |
| Private Capital Group, LLC | 566 | $60.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,640 | $173.0K | 0.00% | +68+4.3% | Added |
| Park National Corp | 3,873 | $410.0K | 0.02% | +2+0.1% | Added |
| Inverness Counsel LLC | 4,021 | $421.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,037 | $423.0K | 0.12% | +4,010+14,851.9% | Added |
| Boston Common Asset Management, LLC | 5,254 | $557.0K | 0.02% | +318+6.4% | Added |
| MAI Capital Management | 10,080 | $1.05M | 0.02% | +140+1.4% | Added |
| Boston Private Wealth LLC | 13,473 | $1.41M | 0.02% | +1,545+13.0% | Added |
| Captrust Financial Advisors | 14,323 | $1.50M | 0.01% | −672−4.5% | Reduced |
| Scout Investments, Inc. | 30,428 | $3.19M | 0.05% | +30,428 | New |
| Thomas White International Ltd | 31,332 | $3.32M | 0.48% | +569+1.8% | Added |
| Hantz Financial Services, Inc. | 47,608 | $4.98M | 0.16% | +3,750+8.6% | Added |
| Silvercrest Asset Management Group LLC | 62,432 | $6.62M | 0.04% | −41−0.1% | Reduced |
| Equitable Trust Co | 72,583 | $7.69M | 0.49% | +400+0.6% | Added |
| Fisher Asset Management, LLC | 371,873 | $39.4M | 0.02% | +40,376+12.2% | Added |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −1,959−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,122−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Crescent Capital Consulting, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Castleview Partners, LLC | – | – | – | – | Not filed |