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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 17 tracked institutions holding CARR, 10 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 17 tracked institutional investors we monitor, CARR (CARRIER GLOBAL CORPORATION) is held with a combined value of $22.38B across 331,222,436 shares. The largest holder is Capital Research Global Investors with a position worth $7.78B (1.09% of their portfolio). 2 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$22.38B
Total Shares Held
331,222,436
Institutional Holders
17
% of Shares Outstanding
39.9%
of 830.58M shares · SEC 2026-04-15
Days to Cover
2.9-17.9%
14.81M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 39.9% of CARR's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-15), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Capital Research Global Investors | $7.78B | 1.09% | -8.9% |
| 2 | BlackRock, Inc. | $4.93B | 0.07% | +16.1% |
| 3 | VANGUARD GROUP INC | $4.90B | 0.07% | -0.5% |
| 4 | STATE STREET CORP | $2.52B | 0.07% | +2.6% |
| 5 | Fisher Asset Management, LLC | $957.02M | 0.28% | +0.1% |
| 6 | MILLENNIUM MANAGEMENT LLC | $294.09M | 0.20% | +332.1% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $243.71M | 0.02% | -0.2% |
| 8 | CITADEL ADVISORS LLC | $221.95M | 0.13% | -16.2% |
| 9 | AQR CAPITAL MANAGEMENT LLC | $206.91M | 0.07% | +14.5% |
| 10 | FMR LLC | $102.81M | 0.00% | +8.9% |
| Member | Type | Date |
|---|---|---|
| Kevin Hern | Sell | Aug 14, 2026 |
| Maria Elvira Salazar | Sell | Jul 28, 2026 |
| Maria Elvira Salazar | Sell | Jul 28, 2026 |
| Maria Elvira Salazar | Buy |
As of the latest SEC 13F filings, Capital Research Global Investors is the largest institutional holder of CARR with a position worth $7.78B, representing 1.09% of their portfolio. In total, 17 institutional investors hold CARR with a combined value of $22.38B.
In the most recent quarter, 2 funds opened a new position in CARR. Additionally, 9 increased their holdings and 5 reduced their positions.
Institutional investors hold $22.38B worth of CARR stock across 17 positions. The largest institutional holder is Capital Research Global Investors with $7.78B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CARR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their CARR positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-07-27 |
SEC Schedule 13D (activist) and 13G (passive) filings for CARR. Filed when an investor acquires 5%+ ownership.
| May 1, 2026 |
| Maria Elvira Salazar | Buy | May 1, 2026 |
| Rick Larsen | Buy | Apr 7, 2026 |
| Julie Johnson | Sell | Dec 18, 2025 |
| Julie Johnson | Sell | Nov 13, 2025 |
Showing 8 of 17. STOCK Act disclosures lag up to 45 days.
Last Close
$57.95
2026-09-09
YTD
+8.3%
30% of 52-week range
