Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carrier Global Corporation (CARR)

2K + 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
↑ +156
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — CARR

Based on 1655 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CARR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,655 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.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

831 buying675 selling
Last quarter: 831 funds bought or added vs 675 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.
📈

More new buyers each quarter (+92 vs last Q)

new funds entering per quarter
Funds opening a new CARR position: 119 → 191 → 165 → 257. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 16% new
1,095 out of 1,655 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.
💰

Value +39% but shares only +16% — price-driven

Value
+38%
Shares
+16%
Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

188 → 119 → 191 → 165 → 257 new funds/Q
New funds entering each quarter: 119 → 191 → 165 → 257. A growing number of institutions are discovering CARR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 17% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 1,700 holders: 1,192 (70%) are 2+ year veterans, 211 entered 1–2 years ago, and 297 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
72 of 1642 holders are among the 100 largest funds by AUM, controlling 69% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 831 hedge funds were net buyers of CARR (257 opened a new position, 574 added to an existing one), while 675 reduced or exited (574 trimmed, 101 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 69% of total institutional value in CARR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +156 funds (more new holders than closures). Total institutional holders: 1655.

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.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

52 top-rated funds 8 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CARR
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1628 1499 8.61%
13F Shares 729M 698M 4.42%
Total Value $52.52B $38.70B 35.72%
New Positions 251 165 +86
Increased Positions 557 519 +38
Closed Positions 109 167 -58
Reduced Positions 556 539 +17
Total Calls 28 26 7.69%
Total Puts 28 30 -6.67%
PUT/CALL Ratio 1.0 1.15 Neutral

Statistics: CARR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

2K + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AdviceOne Advisory Services, LLC 9.55% 230,386 $16.9M
2 Albar Capital Partners LLP 7.56% 790,767 $58.0M
3 Prevatt Capital Ltd 6.28% 395,000 $29.0M
4 Woodley Farra Manion Portfolio Management Inc 4.04% 1,142,186 $83.8M
5 Raub Brock Capital Management LP 3.68% 182,190 $13.4M
6 Gates Capital Management, Inc. 3.51% 1,991,308 $146.1M
7 Summitry LLC 3.30% 1,366,130 $100.2M
8 American Trust Investment Advisors, LLC 3.14% 86,636 $6.4M
9 Delta Asset Management LLC/Tn 3.03% 476,937 $35.0M
10 Baker Chad R 3.00% 253,050 $18.6M
11 PineStone Asset Management Inc. 2.87% 6,333,408 $464.6M
12 M. Kraus & Co 2.72% 139,556 $10.2M
13 FinArc Investments, Inc. 2.58% 38,837 $2.8M
14 Hall Laurie J Trustee 2.40% 105,355 $7.7M
15 Soviero Asset Management, LP 2.34% 76,000 $5.6M
16 Mfg Wealth Management, INC. 2.24% 42,691 $3.1M
17 Letson Investment Management, INC. 2.22% 82,658 $6.1M
18 Steigerwald, Gordon & Koch Inc. 2.14% 294,831 $21.6M
19 Fiduciary Management Inc /Wi/ 2.01% 1,923,538 $141.1M
20 Sirios Capital Management L P 1.94% 217,109 $15.9M
21 Lincoln Capital LLC 1.90% 145,935 $10.7M
22 EDENTREE ASSET MANAGEMENT Ltd 1.85% 83,000 $6.1M
23 Riverview Capital Advisers, LLC 1.85% 87,979 $6.5M
24 Family Capital Trust Co 1.75% 68,895 $5.0M
25 Causeway Capital Management LLC 1.73% 2,178,506 $159.8M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CARR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CARR?

Slight buying edge — 55% buying: Last quarter: 831 funds bought or added vs 675 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 — 69% AUM from top-100 funds: 72 of 1642 holders are among the 100 largest funds by AUM, controlling 69% 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?

66% of holders stayed for 2+ years: 1,095 out of 1,655 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.

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.

Full history →