Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carrier Global Corporation (CARR)

1K + Investors. Track Smart Money conviction in CARR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — CARR

Based on 1496 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CARR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
1,496 hedge funds hold CARR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CARR is almost the same as a year ago (+12 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

698 buying709 selling
Last quarter: 698 funds bought or added vs 709 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 187 → 118 → 190 → 164. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
1,034 out of 1,496 hedge funds have held CARR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

131 → 187 → 118 → 190 → 164 new funds/Q
New funds entering each quarter: 187 → 118 → 190 → 164. A growing number of institutions are discovering CARR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Entry-cohort mix of 1,542 holders: 1,103 (72%) are 2+ year veterans, 174 entered 1–2 years ago, and 265 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
68 of 1484 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in CARR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CARR

In 2026 Q1, 698 hedge funds were net buyers of CARR (164 opened a new position, 534 added to an existing one), while 709 reduced or exited (543 trimmed, 166 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 57% of total institutional value in CARR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 1496.

Hedge Fund Ownership: CARR

How many hedge funds hold CARR — quarterly history vs. share price
Quarterly hedge fund ownership of CARR vs. share price

Market Analysis: CARR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CARR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Carrier Global Corporation (CARR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CARR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
CARR
+23.4%
XLI
+11.0%

CARR outperformed XLI by +12.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CARR
+7.5%
XLI
+4.8%

Since the filing became public, CARR outperformed XLI by +2.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

75 top-rated funds 5 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: CARR
1K + Investors

Track Smart Money conviction in CARR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1486 1498 -0.8%
13F Shares 689M 713M -3.25%
Total Value $38.14B $37.38B 2.02%
New Positions 162 190 -28
Increased Positions 516 451 +65
Closed Positions 174 156 +18
Reduced Positions 536 619 -83
Total Calls 26 27 -3.7%
Total Puts 30 26 15.38%
PUT/CALL Ratio 1.15 0.96 Neutral

Statistics: CARR

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CARR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CARR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AdviceOne Advisory Services, LLC 7.87% 231,059 $13.0M
2 Albar Capital Partners LLP 7.56% 829,811 $46.7M
3 Prevatt Capital Ltd 5.99% 395,000 $22.2M
4 Gates Capital Management, Inc. 3.84% 2,494,791 $140.5M
5 Summitry LLC 3.50% 1,424,038 $80.2M
6 Raub Brock Capital Management LP 3.18% 223,138 $12.6M
7 American Trust Investment Advisors, LLC 2.71% 87,161 $4.9M
8 Baker Chad R 2.69% 253,050 $14.2M
9 PineStone Asset Management Inc. 2.60% 6,572,910 $370.1M
10 Fiduciary Management Inc /Wi/ 2.49% 3,567,389 $200.9M
11 Delta Asset Management LLC/Tn 2.48% 483,027 $27.2M
12 Turas Capital Management LP 2.35% 163,400 $9.2M
13 M. Kraus & Co 2.31% 140,843 $7.9M
14 Ontario Teachers Pension Plan Board 2.12% 1,302,131 $73.3M
15 Hall Laurie J Trustee 2.09% 105,210 $5.9M
16 Riverview Capital Advisers, LLC 2.05% 109,132 $6.1M
17 FinArc Investments, Inc. 2.05% 37,802 $2.1M
18 Soviero Asset Management, LP 1.94% 69,000 $3.9M
19 Letson Investment Management, INC. 1.79% 82,650 $4.7M
20 Woodley Farra Manion Portfolio Management Inc 1.73% 632,287 $35.6M
21 Steigerwald, Gordon & Koch Inc. 1.71% 296,192 $16.7M
22 Pegasus Asset Management, Inc. 1.61% 89,491 $5.0M
23 Lincoln Capital LLC 1.59% 148,986 $8.4M
24 Sirios Capital Management L P 1.58% 231,043 $13.0M
25 Delta Capital Management LLC 1.46% 47,065 $2.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Carrier Global Corporation (CARR)

What does the Smart Money Trend signal show for CARR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CARR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CARR?

Slight buying edge — 50% buying: Last quarter: 698 funds bought or added vs 709 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CARR holders?

Elite ownership — 57% AUM from top-100 funds: 68 of 1484 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in CARR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CARR?

69% of holders stayed for 2+ years: 1,034 out of 1,496 hedge funds have held CARR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Carrier Global Corporation (CARR) following the 2026 Q1 hedge fund 13F filings?

As of today, CARR has moved +7.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +2.7%. Since the quarter end (March 31, 2026), CARR has gained +23.4% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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