Who holds CARRticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CARRIER GLOBAL CORPORATION · COM · quarter ended 2026-03-31 · 18 members disclosed CARR ↗

1,181

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$36.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

534

addsholders whose share count rose or who opened the position (new + add), by shares

156

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CARR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital Research Global Investors	$6.6B	116,392,662	+41,654,872	add
2	BlackRock, Inc.	$3.3B	57,878,658	+489,022	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$2.9B	51,343,702	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.1B	36,511,692	—	no prior
5	STATE STREET CORP	$1.9B	33,509,413	−219,416	trim
6	DODGE & COX	$1.5B	26,622,273	+13,200,981	add
7	Capital World Investors	$1.1B	19,715,766	−2,937,705	trim
8	GEODE CAPITAL MANAGEMENT, LLC	$989M	17,643,619	+329,213	add
9	Fisher Asset Management, LLC	$734M	13,029,802	−1,765,297	trim
10	MORGAN STANLEY	$690M	12,261,215	+503,766	add
11	Capital International Investors	$603M	10,716,062	−14,185,992	trim
12	BROWN ADVISORY INC	$456M	8,093,705	−2,137,986	trim
13	NORTHERN TRUST CORP	$453M	8,047,828	+97,408	add
14	Fiera Capital Corp	$375M	6,666,102	−257,383	trim
15	BANK OF AMERICA CORP /DE/	$371M	6,592,682	+831,327	add
16	PineStone Asset Management Inc.	$370M	6,572,910	−580,519	trim
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$366M	6,506,764	+409,666	add
18	DIMENSIONAL FUND ADVISORS LP	$354M	6,291,311	+246,723	add
19	VICTORY CAPITAL MANAGEMENT INC	$335M	5,941,125	+1,157,372	add
20	Nuveen, LLC	$318M	5,640,617	−437,959	trim
21	Invesco Ltd.	$309M	5,482,734	+611,150	add
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$278M	4,936,240	+177,966	add
23	Bank of New York Mellon Corp	$272M	4,827,965	−76,183	trim
24	SCHRODER INVESTMENT MANAGEMENT GROUP	$271M	4,990,296	−256,798	trim
25	AMERIPRISE FINANCIAL INC	$268M	4,757,238	+1,452,750	add
26	Legal & General Group Plc	$268M	4,754,446	−13,676	trim
27	ALLIANCEBERNSTEIN L.P.	$261M	4,944,159	+4,030,191	add
28	UBS Group AG	$252M	4,479,077	+2,272,892	add
29	VANGUARD FIDUCIARY TRUST CO	$249M	4,429,069	—	no prior
30	Artisan Partners Limited Partnership	$224M	3,973,094	−421,644	trim
31	PRIMECAP MANAGEMENT CO/CA/	$216M	3,840,205	+920,630	add
32	CITADEL ADVISORS LLC	$203M	3,611,803	−1,188,124	trim
33	FIDUCIARY MANAGEMENT INC /WI/	$201M	3,567,389	−404,620	trim
34	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$197M	3,502,128	+3,502,128	new
35	Amundi	$176M	3,128,546	+526,948	add
36	Pictet Asset Management Holding SA	$176M	3,123,684	−412,590	trim
37	DIAMOND HILL CAPITAL MANAGEMENT INC	$163M	2,900,670	+2,900,670	new
38	BARCLAYS PLC	$157M	2,791,116	+1,361,388	add
39	ENVESTNET ASSET MANAGEMENT INC	$148M	2,623,984	+210,546	add
40	ROYAL BANK OF CANADA	$145M	2,583,017	−14,893	trim
41	RAYMOND JAMES FINANCIAL INC	$143M	2,553,783	+23,442	add
42	Gates Capital Management, Inc.	$140M	2,494,791	−725,689	trim
43	DEUTSCHE BANK AG\	$137M	2,439,488	+35,760	add
44	AQR CAPITAL MANAGEMENT LLC	$137M	2,464,034	+1,183,767	add
45	Swiss National Bank	$125M	2,224,585	+125,700	add
46	CAUSEWAY CAPITAL MANAGEMENT LLC	$118M	2,102,878	+254,051	add
47	SEI INVESTMENTS CO	$118M	2,101,860	+134,085	add
48	Focus Partners Wealth	$110M	1,947,389	+1,808,485	add
49	WELLS FARGO & COMPANY/MN	$101M	1,800,042	+427,727	add
50	Mitsubishi UFJ Asset Management Co., Ltd.	$98.9M	1,756,870	+114,688	add
51	Vanguard Global Advisers, LLC	$96.8M	1,718,342	—	no prior
52	Sumitomo Mitsui Trust Group, Inc.	$91.7M	1,628,718	−86,487	trim
53	PRINCIPAL FINANCIAL GROUP INC	$90.7M	1,610,421	−135,187	trim
54	BANK OF MONTREAL /CAN/	$88.3M	1,568,792	−168,849	trim
55	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$84.5M	1,204,516	+76,846	add
56	HSBC HOLDINGS PLC	$82.5M	1,467,626	−1,831,684	trim
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$80.5M	1,430,425	+21,367	add
58	SUMMITRY LLC	$79.9M	1,419,812	+429,060	add
59	D. E. Shaw & Co., Inc.	$78.8M	1,400,211	−3,941,639	trim
60	RHUMBLINE ADVISERS	$78.8M	1,399,500	−22,321	trim
61	VANGUARD ASSET MANAGEMENT, Ltd	$76.7M	1,361,672	—	no prior
62	DAVENPORT & Co LLC	$73.6M	1,307,008	+321,288	add
63	ONTARIO TEACHERS PENSION PLAN BOARD	$73.3M	1,302,131	−587,333	trim
64	FMR LLC	$72.5M	1,287,365	−1,021,294	trim
65	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$70.9M	1,259,424	+231,690	add
66	Ensign Peak Advisors, Inc	$70.4M	1,250,385	−3,390	trim
67	National Pension Service	$70.2M	1,247,203	+1,247,203	new
68	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$67.6M	1,200,601	+178,554	add
69	CIBC Bancorp USA Inc.	$55.7M	988,345	—	no prior
70	FRANKLIN RESOURCES INC	$54.6M	970,072	+187,508	add
71	NEW YORK STATE COMMON RETIREMENT FUND	$53.1M	942,755	+1,800	add
72	LPL Financial LLC	$52.8M	937,397	+68,751	add
73	Aberdeen Group plc	$52.1M	924,708	+28,518	add
74	HighTower Advisors, LLC	$46.9M	832,618	−19,991	trim
75	Albar Capital Partners LLP	$46.7M	829,811	+762,554	add
76	Vident Advisory, LLC	$45.7M	811,648	−6,750	trim
77	J. Goldman & Co LP	$44.9M	796,738	+796,738	new
78	Universal- Beteiligungs- und Servicegesellschaft mbH	$44.1M	783,399	−12,818	trim
79	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$43.3M	768,998	+229,446	add
80	MACKENZIE FINANCIAL CORP	$42.5M	755,164	+99,933	add
81	MILLENNIUM MANAGEMENT LLC	$41.6M	738,997	−590,993	trim
82	AVIVA PLC	$40.2M	713,409	+20,750	add
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$39.5M	701,605	−6,062	trim
84	CITIGROUP INC	$37.2M	661,075	−128,916	trim
85	Rockefeller Capital Management L.P.	$36.4M	646,100	+36,812	add
86	US BANCORP \DE\	$36.2M	643,016	+130,842	add
87	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$35.6M	632,287	+632,287	new
88	Skandinaviska Enskilda Banken AB (publ)	$34.8M	618,000	+138,599	add
89	DEPRINCE RACE & ZOLLO INC	$32.2M	572,588	+47,784	add
90	Cardinal Capital Management, Inc.	$30.3M	537,401	+127,205	add
91	Zurcher Kantonalbank (Zurich Cantonalbank)	$28.9M	512,741	+512,741	new
92	CONFLUENCE INVESTMENT MANAGEMENT LLC	$28.8M	511,137	+300,405	add
93	Alyeska Investment Group, L.P.	$28.4M	504,278	+504,278	new
94	Creative Planning	$27.8M	493,105	+56,242	add
95	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$27.8M	569,085	−15,173	trim
96	Capital International Sarl	$27.4M	486,769	+14,441	add
97	DELTA ASSET MANAGEMENT LLC/TN	$27.2M	483,027	−7,950	trim
98	ADAGE CAPITAL PARTNERS GP, L.L.C.	$27.2M	482,600	−45,900	trim
99	Korea Investment CORP	$25.4M	450,291	−3,247	trim
100	STATE OF WISCONSIN INVESTMENT BOARD	$24.9M	441,941	+44,809	add
101	FIFTH THIRD BANCORP	$24.6M	436,636	+332,590	add
102	FIRST TRUST ADVISORS LP	$24.6M	436,163	+245,558	add
103	M&G Plc	$24.5M	438,019	−223,354	trim
104	APG Asset Management N.V.	$24.1M	492,251	+33,131	add
105	CI INVESTMENTS INC.	$24.0M	426,387	+6,037	add
106	BECKER CAPITAL MANAGEMENT INC	$23.5M	416,859	−17,847	trim
107	Asset Management One Co., Ltd.	$23.5M	416,725	−66,767	trim
108	ASSETMARK, INC	$23.0M	408,814	−2,301	trim
109	BNP Paribas Asset Management Holding S.A.	$23.0M	408,381	−73,561	trim
110	Man Group plc	$22.8M	405,193	−278,978	trim
111	Swedbank AB	$22.8M	404,212	−31,986	trim
112	Prevatt Capital Ltd	$22.2M	395,000	+95,000	add
113	Chevy Chase Trust Holdings, LLC	$22.1M	392,053	−13,561	trim
114	STIFEL FINANCIAL CORP	$21.9M	388,439	+60,206	add
115	ROYAL LONDON ASSET MANAGEMENT LTD	$21.7M	385,262	+605	add
116	PRUDENTIAL FINANCIAL INC	$21.6M	383,089	−840,874	trim
117	Vanguard Investments Australia, Ltd.	$21.4M	379,470	—	no prior
118	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$21.0M	373,325	+229,010	add
119	Tidal Investments LLC	$20.7M	369,052	+157,134	add
120	GATEWAY INVESTMENT ADVISERS LLC	$20.7M	367,450	+3,504	add
121	Grantham, Mayo, Van Otterloo & Co. LLC	$18.9M	335,680	+40,348	add
122	TD ASSET MANAGEMENT INC	$18.0M	319,058	+5,479	add
123	Quantinno Capital Management LP	$17.9M	318,635	+37,670	add
124	ExodusPoint Capital Management, LP	$17.9M	317,391	−510,481	trim
125	Mitsubishi UFJ Trust & Banking Corp	$17.7M	314,608	+1,327	add
126	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$17.6M	312,078	−1,339	trim
127	Mariner, LLC	$17.5M	309,977	+82,945	add
128	Tredje AP-fonden	$17.3M	307,473	−236,464	trim
129	Cetera Investment Advisers	$17.0M	301,980	+9,051	add
130	DANSKE BANK A/S	$16.6M	294,450	−6,938	trim
131	KLP KAPITALFORVALTNING AS	$16.5M	292,385	0	no change
132	Corient Private Wealth LLC	$16.4M	294,886	−601,650	trim
133	CANADA PENSION PLAN INVESTMENT BOARD	$16.2M	287,052	−452,090	trim
134	Calamos Advisors LLC	$15.9M	281,868	+6,161	add
135	Foster Victor Wealth Advisors, LLC	$15.7M	242,430	+58,896	add
136	NOMURA ASSET MANAGEMENT CO LTD	$15.1M	268,047	+11,160	add
137	Schonfeld Strategic Advisors LLC	$15.1M	267,972	−1,233,883	trim
138	Gotham Asset Management, LLC	$15.0M	266,041	−17,243	trim
139	NISA INVESTMENT ADVISORS, LLC	$14.9M	264,738	−1,209	trim
140	COMMONWEALTH EQUITY SERVICES, LLC	$14.8M	263,002	−7,480	trim
141	OSAIC HOLDINGS, INC.	$14.7M	260,301	+47,754	add
142	State of New Jersey Common Pension Fund D	$14.6M	259,267	−1,292	trim
143	M&T BANK CORP	$14.6M	259,019	−3,003	trim
144	DnB Asset Management AS	$13.8M	245,517	−185,058	trim
145	Lansforsakringar Fondforvaltning AB (publ)	$13.7M	243,189	−1,887	trim
146	CAPITAL INTERNATIONAL LTD /CA/	$13.3M	236,911	+820	add
147	Cerity Partners LLC	$13.2M	235,304	+38,635	add
148	Resona Asset Management Co.,Ltd.	$13.2M	236,703	+616	add
149	MARKEL GROUP INC.	$13.2M	235,000	0	no change
150	MILFORD FUNDS LTD	$13.2M	233,835	+233,835	new
151	TORONTO DOMINION BANK	$13.1M	232,756	−179,740	trim
152	BRADLEY FOSTER & SARGENT INC/CT	$13.1M	232,269	−31,189	trim
153	NATIONAL BANK OF CANADA /FI/	$13.1M	232,281	−502,640	trim
154	Eurizon Capital SGR S.p.A.	$13.0M	232,124	+80,935	add
155	AdviceOne Advisory Services, LLC	$13.0M	231,059	+656	add
156	SIRIOS CAPITAL MANAGEMENT L P	$13.0M	231,043	+5,098	add
157	Zimmer Partners, LP	$13.0M	230,000	−157,500	trim
158	Raub Brock Capital Management LP	$12.6M	223,138	−13,482	trim
159	HIGHLAND CAPITAL MANAGEMENT, LLC	$12.4M	219,777	−1,837	trim
160	Czech National Bank	$12.0M	213,980	+5,226	add
161	Arizona State Retirement System	$11.7M	207,676	−8,389	trim
162	STATE OF MICHIGAN RETIREMENT SYSTEM	$11.6M	205,225	−2,000	trim
163	Candriam S.C.A.	$11.5M	203,948	+134,590	add
164	Capital International, Inc./CA/	$11.2M	198,974	−63,105	trim
165	Varma Mutual Pension Insurance Co	$11.1M	196,895	+3,000	add
166	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$11.1M	196,558	+16,771	add
167	Segment Wealth Management, LLC	$11.1M	196,338	+13,454	add
168	CIBC Asset Management Inc	$10.7M	189,502	+1,619	add
169	Telos Capital Management, Inc.	$10.6M	187,778	+1,795	add
170	MML INVESTORS SERVICES, LLC	$10.5M	186,646	−32,314	trim
171	MetLife Investment Management, LLC	$10.3M	183,574	−6,100	trim
172	Allworth Financial LP	$10.3M	183,461	+1,777	add
173	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$10.3M	183,022	−1,127	trim
174	Mirae Asset Global Investments Co., Ltd.	$10.1M	179,945	+26,777	add
175	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$10.1M	179,139	+48,150	add
176	IFM Investors Pty Ltd	$10.0M	178,127	+3,052	add
177	Swiss Life Asset Management Ltd	$10.0M	176,820	+14,434	add
178	MERCER GLOBAL ADVISORS INC /ADV	$9.9M	176,692	+22,836	add
179	Retirement Systems of Alabama	$9.4M	166,847	−1,569	trim
180	Kestra Advisory Services, LLC	$9.3M	165,787	−10,807	trim
181	Turas Capital Management LP	$9.2M	163,400	+118,297	add
182	COMMERCE BANK	$8.8M	157,094	+22,514	add
183	SEB Asset Management AB	$8.8M	155,704	—	no prior
184	TOCQUEVILLE ASSET MANAGEMENT L.P.	$8.6M	152,372	−46,021	trim
185	GREAT LAKES ADVISORS, LLC	$8.5M	150,332	+4,412	add
186	Danica Pension, Livsforsikringsaktieselskab	$8.4M	149,173	+149,173	new
187	Lincoln Capital LLC	$8.4M	148,986	−9,495	trim
188	LAFFER TENGLER INVESTMENTS, INC.	$8.3M	147,405	+5,177	add
189	KEYBANK NATIONAL ASSOCIATION/OH	$8.3M	146,637	+2,530	add
190	CUTLER INVESTMENT COUNSEL LLC	$8.2M	145,419	−3,164	trim
191	AVITY INVESTMENT MANAGEMENT INC.	$8.2M	145,224	+64,510	add
192	Sagefield Capital LP	$8.2M	144,963	−38,888	trim
193	JANE STREET GROUP, LLC	$8.1M	143,898	−3,115,772	trim
194	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$8.1M	143,319	+143,319	new
195	WINDWARD CAPITAL MANAGEMENT CO /CA	$8.0M	142,382	−635	trim
196	XPONANCE LLC	$8.0M	141,613	+18,026	add
197	WELCH & FORBES LLC	$8.0M	141,199	−647	trim
198	M. Kraus & Co	$7.9M	140,843	−420	trim
199	Hemenway Trust Co LLC	$7.8M	138,359	−13,820	trim
200	Jefferies Financial Group Inc.	$7.8M	137,780	+73,493	add
201	Daiwa Securities Group Inc.	$7.6M	135,557	+5,813	add
202	TEACHER RETIREMENT SYSTEM OF TEXAS	$7.6M	135,057	−2,731	trim
203	KANAWHA CAPITAL MANAGEMENT LLC	$7.5M	133,055	−4,494	trim
204	Pathstone Holdings, LLC	$7.5M	132,874	−4,118	trim
205	QRG CAPITAL MANAGEMENT, INC.	$7.4M	131,804	+79,662	add
206	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.3M	130,011	+23,921	add
207	Providence Capital Advisors, LLC	$7.3M	129,708	+4,280	add
208	Utah Retirement Systems	$7.2M	127,598	−3,041	trim
209	Janus Henderson Group Ltd.	$7.1M	125,923	−31,097	trim
210	VOYA INVESTMENT MANAGEMENT LLC	$7.0M	124,268	−506	trim
211	Baird Financial Group, Inc.	$6.9M	122,518	+122,518	new
212	CWM, LLC	$6.9M	122,055	+35,120	add
213	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.6M	117,170	+2,136	add
214	OFI INVEST ASSET MANAGEMENT	$6.6M	133,088	+3,856	add
215	ProShare Advisors LLC	$6.4M	114,347	−31,683	trim
216	NEOS Investment Management LLC	$6.4M	112,934	+2,764	add
217	SCOPUS ASSET MANAGEMENT, L.P.	$6.3M	111,466	+111,466	new
218	TRUIST FINANCIAL CORP	$6.3M	111,395	−3,821	trim
219	Rakuten Investment Management, Inc.	$6.3M	115,222	+12,168	add
220	Mandatum Life Insurance Co Ltd	$6.3M	111,157	+29,495	add
221	CAPITAL MANAGEMENT CORP /VA	$6.2M	110,437	−15,678	trim
222	PFA Pension, Forsikringsaktieselskab	$6.2M	109,479	+109,479	new
223	Riverview Capital Advisers, LLC	$6.1M	109,132	−2,684	trim
224	Connecticut Wealth Management, LLC	$6.1M	108,353	−3,752	trim
225	BANK OF NOVA SCOTIA	$6.1M	107,489	−3,191	trim
226	D.A. DAVIDSON & CO.	$5.9M	105,123	+8,097	add
227	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.9M	104,483	−31,205	trim
228	Vanguard Personalized Indexing Management, LLC	$5.8M	102,285	+7,903	add
229	FIDUCIARY TRUST CO	$5.7M	101,831	−5,126	trim
230	Sumitomo Mitsui DS Asset Management Company, Ltd	$5.7M	101,419	+1,153	add
231	Geneos Wealth Management Inc.	$5.7M	101,386	+96,034	add
232	MEYER HANDELMAN CO	$5.5M	97,990	−6,200	trim
233	NISSAY ASSET MANAGEMENT CORP /JAPAN	$5.5M	97,472	+393	add
234	BLAIR WILLIAM & CO/IL	$5.4M	96,003	−9,669	trim
235	Summit Trail Advisors, LLC	$5.4M	95,083	+23,851	add
236	Douglass Winthrop Advisors, LLC	$5.3M	94,701	+10,354	add
237	WATERS PARKERSON & CO., LLC	$5.3M	94,351	+20,756	add
238	Trexquant Investment LP	$5.3M	94,236	+94,236	new
239	IEQ CAPITAL, LLC	$5.3M	93,925	+87,154	add
240	Mediolanum International Funds Ltd	$5.3M	96,886	+96,886	new
241	Connor, Clark & Lunn Investment Management Ltd.	$5.2M	92,997	+92,997	new
242	Wealthfront Advisers LLC	$5.2M	92,742	+10,453	add
243	Ethic Inc.	$5.2M	92,206	+4,826	add
244	REGIONS FINANCIAL CORP	$5.1M	90,970	−1,579	trim
245	STOREBRAND ASSET MANAGEMENT AS	$5.1M	90,581	—	no prior
246	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.1M	89,979	−600	trim
247	Callan Family Office, LLC	$5.0M	89,681	+24,273	add
248	Pegasus Asset Management, Inc.	$5.0M	89,491	+1,859	add
249	Vontobel Holding Ltd.	$5.0M	89,241	+1,419	add
250	Baker Ellis Asset Management LLC	$5.0M	88,599	−1,039	trim
251	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$4.9M	87,578	−583	trim
252	YOUSIF CAPITAL MANAGEMENT, LLC	$4.9M	87,315	−3,667	trim
253	American Trust Investment Advisors, LLC	$4.9M	87,161	+855	add
254	MOORE CAPITAL MANAGEMENT, LP	$4.9M	86,819	+86,819	new
255	Atria Investments, Inc	$4.9M	86,258	+37,580	add
256	HM PAYSON & CO	$4.7M	84,306	+2,018	add
257	XTX Topco Ltd	$4.7M	84,189	−5,650	trim
258	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.7M	83,591	−1,439	trim
259	EDENTREE ASSET MANAGEMENT Ltd	$4.7M	83,000	−26,400	trim
260	LETSON INVESTMENT MANAGEMENT, INC.	$4.7M	82,650	−17,074	trim
261	PARSONS CAPITAL MANAGEMENT INC/RI	$4.6M	81,527	+18,506	add
262	STEPHENS INC /AR/	$4.5M	80,075	+1,672	add
263	MACQUARIE GROUP LTD	$4.5M	80,072	−44,563	trim
264	Caption Management, LLC	$4.5M	80,000	+15,000	add
265	CREDIT AGRICOLE S A	$4.5M	79,266	−242,011	trim
266	NORDEA INVESTMENT MANAGEMENT AB	$4.5M	80,276	+1,807	add
267	Verition Fund Management LLC	$4.4M	78,947	+36,299	add
268	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.4M	78,120	+10	add
269	Clearbridge Investments, LLC	$4.4M	77,455	0	no change
270	OP Asset Management Ltd	$4.4M	77,329	—	no prior
271	Y-Intercept (Hong Kong) Ltd	$4.3M	76,535	−28,786	trim
272	Sanctuary Advisors, LLC	$4.2M	73,773	+12,675	add
273	Private Advisor Group, LLC	$4.1M	73,111	−88	trim
274	UniSuper Management Pty Ltd	$4.1M	73,072	−3,367	trim
275	NorthCrest Asset Manangement, LLC	$3.9M	70,864	−46,292	trim
276	AIA Group Ltd	$3.9M	69,221	−41,168	trim
277	Pinnacle Financial Partners, Inc.	$3.9M	69,029	−21,823	trim
278	Soviero Asset Management, LP	$3.9M	69,000	+69,000	new
279	ASR Vermogensbeheer N.V.	$3.9M	68,548	+1,108	add
280	TWINBEECH CAPITAL LP	$3.8M	68,098	−196,277	trim
281	Federation des caisses Desjardins du Quebec	$3.8M	67,044	+12,594	add
282	Circle Wealth Management, LLC	$3.8M	66,789	+958	add
283	Empowered Funds, LLC	$3.7M	65,833	−8,891	trim
284	MAI Capital Management	$3.7M	65,093	−248	trim
285	Snowden Capital Advisors LLC	$3.7M	65,066	−3,802	trim
286	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.6M	64,173	−23,360	trim
287	CHOREO, LLC	$3.5M	61,627	+6,969	add
288	DAYMARK WEALTH PARTNERS, LLC	$3.4M	60,798	−155	trim
289	Woodline Partners LP	$3.3M	59,373	−910,156	trim
290	Gilman Hill Asset Management, LLC	$3.3M	59,292	+2,072	add
291	Osmosis Investment Management UK Ltd	$3.3M	59,087	−765	trim
292	Patten Group, Inc.	$3.2M	57,532	−2,479	trim
293	NewEdge Advisors, LLC	$3.2M	57,520	+57,520	new
294	CAMBIENT FAMILY OFFICE, LLC	$3.2M	57,035	+618	add
295	Merit Financial Group, LLC	$3.2M	57,036	+8,413	add
296	Quadrature Capital Ltd	$3.2M	56,828	−282,858	trim
297	MIRABELLA FINANCIAL SERVICES LLP	$3.2M	56,686	+50,071	add
298	SIR Capital Management, L.P.	$3.1M	55,000	+55,000	new
299	Beacon Pointe Advisors, LLC	$3.1M	54,467	+17,080	add
300	CAISSE DES DEPOTS ET CONSIGNATIONS	$3.1M	54,431	+848	add
301	Investment Management Corp of Ontario	$3.1M	54,274	−8,868	trim
302	BOOTHBAY FUND MANAGEMENT, LLC	$3.0M	53,768	+43,853	add
303	CANANDAIGUA NATIONAL CORP	$3.0M	53,044	—	no prior
304	NBT BANK, N.A.	$3.0M	52,949	−2,604	trim
305	EVOKE WEALTH, LLC	$3.0M	52,862	−21,941	trim
306	WESTPORT ASSET MANAGEMENT INC	$3.0M	52,400	0	no change
307	HANCOCK WHITNEY CORP	$2.9M	51,463	−708	trim
308	Carmel Capital Partners, LLC	$2.9M	51,791	+981	add
309	JB Capital LLC	$2.9M	51,510	−1,620	trim
310	Rafferty Asset Management, LLC	$2.9M	51,162	−19,364	trim
311	Capital Group Investment Management Pte. Ltd.	$2.8M	49,909	−1,183	trim
312	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.8M	49,352	+18,053	add
313	Sargent Investment Group, LLC	$2.8M	48,995	−7,660	trim
314	Norinchukin Bank, The	$2.7M	48,701	−462	trim
315	OPPENHEIMER & CO INC	$2.7M	48,654	−2,280	trim
316	J.P. Marvel Investment Advisors, LLC	$2.7M	48,461	−550	trim
317	DIVERSIFIED MANAGEMENT INC	$2.7M	48,450	+48,450	new
318	MIZUHO SECURITIES USA LLC	$2.7M	47,499	−10,146	trim
319	MONARCH CAPITAL MANAGEMENT INC	$2.6M	46,865	+2,090	add
320	&PARTNERS	$2.6M	45,601	+9,667	add
321	Fideuram Asset Management (Ireland) dac	$2.6M	46,794	+37,861	add
322	PRUDENTIAL PLC	$2.6M	46,297	+32,598	add
323	Allianz Asset Management GmbH	$2.6M	45,956	+9,510	add
324	Crossmark Global Holdings, Inc.	$2.6M	45,671	—	no prior
325	Cohen Klingenstein LLC	$2.6M	45,668	0	no change
326	Cresset Asset Management, LLC	$2.6M	45,488	+12,037	add
327	Lido Advisors, LLC	$2.6M	45,478	−23,194	trim
328	Savant Capital, LLC	$2.5M	45,088	+4,898	add
329	HARTFORD INVESTMENT MANAGEMENT CO	$2.5M	44,812	−1,021	trim
330	Venture Visionary Partners LLC	$2.5M	44,669	−87	trim
331	YHB Investment Advisors, Inc.	$2.5M	44,478	−437	trim
332	Steward Partners Investment Advisory, LLC	$2.5M	44,035	+2,513	add
333	PINNACLE ASSOCIATES LTD	$2.5M	43,575	+1,628	add
334	SOMERVILLE KURT F	$2.4M	43,375	−56,435	trim
335	HB Wealth Management, LLC	$2.4M	42,999	+4,641	add
336	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.4M	42,603	+10,899	add
337	GPM Growth Investors, Inc.	$2.4M	42,164	−2,130	trim
338	GROUP ONE TRADING LLC	$2.4M	41,801	+6,724	add
339	Generali Asset Management SPA SGR	$2.3M	41,456	+1,151	add
340	Boston Partners	$2.3M	41,361	+2,320	add
341	AMG National Trust Bank	$2.3M	41,063	+4,353	add
342	J.W. COLE ADVISORS, INC.	$2.3M	40,542	+1,066	add
343	NATIXIS	$2.3M	40,385	−108,015	trim
344	Kentucky Farm Bureau Mutual Insurance Co	$2.3M	40,000	—	no prior
345	Vestmark Advisory Solutions, Inc.	$2.3M	39,993	+12,182	add
346	Maryland State Retirement & Pension System	$2.2M	39,794	0	no change
347	Siemens Fonds Invest GmbH	$2.2M	39,464	−25	trim
348	Essex Financial Services, Inc.	$2.2M	39,437	−1,552	trim
349	Bleakley Financial Group, LLC	$2.2M	39,153	−846	trim
350	Poehling Capital Management, INC.	$2.2M	38,270	−172	trim
351	ABN AMRO INVESTMENT SOLUTIONS	$2.1M	38,148	−5,810	trim
352	DELTA FINANCIAL ADVISORS LLC	$2.1M	37,786	+2,868	add
353	Robeco Institutional Asset Management B.V.	$2.1M	37,773	+88	add
354	AG2R LA MONDIALE GESTION D'ACTIFS	$2.1M	37,168	+492	add
355	Elefante Mark B	$2.1M	37,077	−3,603	trim
356	Allspring Global Investments Holdings, LLC	$2.1M	36,605	+677	add
357	OMERS ADMINISTRATION Corp	$2.1M	36,971	+8,172	add
358	EP Wealth Advisors, LLC	$2.1M	36,947	−568	trim
359	CIBC WORLD MARKET INC.	$2.0M	36,395	−66,531	trim
360	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$2.0M	36,338	+36,338	new
361	ALLIANZ SE	$2.0M	36,084	0	no change
362	Onex Canada Asset Management Inc.	$2.0M	35,800	+35,800	new
363	Perigon Wealth Management, LLC	$2.0M	35,463	+1,370	add
364	TD Waterhouse Canada Inc.	$1.9M	33,902	−9,087	trim
365	BARTLETT & CO. WEALTH MANAGEMENT LLC	$1.9M	28,512	−147	trim
366	NOMURA HOLDINGS INC	$1.9M	33,484	+2,796	add
367	Goelzer Investment Management, Inc.	$1.9M	33,319	+145	add
368	AMERICAN CENTURY COMPANIES INC	$1.9M	33,100	+4,836	add
369	Orion Porfolio Solutions, LLC	$1.9M	32,909	−2,464	trim
370	MUFG Securities EMEA plc	$1.8M	32,211	−244	trim
371	Laird Norton Wetherby Trust Company, LLC	$1.8M	31,935	+300	add
372	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.8M	31,498	+31,498	new
373	Sequoia Financial Advisors, LLC	$1.7M	31,069	+1,320	add
374	BROOKFIELD Corp /ON/	$1.7M	30,812	+30,812	new
375	Capital Group Private Client Services, Inc.	$1.7M	30,762	−50,773	trim
376	BURNEY CO/	$1.7M	30,609	+9,274	add
377	Assenagon Asset Management S.A.	$1.7M	30,574	−2,429,747	trim
378	Delaney Dennis R	$1.7M	30,055	+16,005	add
379	TWO SIGMA SECURITIES, LLC	$1.7M	29,992	+23,822	add
380	Cinctive Capital Management LP	$1.7M	29,639	+29,639	new
381	OneDigital Investment Advisors LLC	$1.6M	28,992	+10,106	add
382	CULLINAN ASSOCIATES INC	$1.6M	28,700	+19,700	add
383	Empirical Finance, LLC	$1.6M	28,161	−70	trim
384	Metis Global Partners, LLC	$1.6M	28,019	+3,155	add
385	Saudi Central Bank	$1.6M	27,978	+27,978	new
386	First Heartland Consultants, Inc.	$1.6M	27,896	+27,896	new
387	Jain Global LLC	$1.6M	27,844	−402,604	trim
388	Lifeworks Advisors, LLC	$1.6M	27,563	−49,321	trim
389	Richard Bernstein Advisors LLC	$1.5M	27,469	0	no change
390	Van Hulzen Asset Management, LLC	$1.5M	27,220	−130	trim
391	Walleye Capital LLC	$1.5M	27,162	−93,278	trim
392	Lombard Odier Asset Management (Switzerland) SA	$1.5M	27,137	−1,300	trim
393	Evercore Wealth Management, LLC	$1.5M	26,396	−22,647	trim
394	Clarus Wealth Advisors	$1.5M	26,766	+26,766	new
395	BENJAMIN EDWARDS INC	$1.5M	26,114	−42,146	trim
396	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	$1.5M	26,088	−4,005	trim
397	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.5M	26,044	0	no change
398	ELEVATION POINT WEALTH PARTNERS, LLC	$1.5M	25,895	+7,432	add
399	E. Ohman J:or Asset Management AB	$1.5M	25,834	−3,091	trim
400	Systematic Alpha Investments, LLC	$1.5M	25,789	0	no change
401	Carnegie Investment Counsel	$1.4M	25,708	−50	trim
402	Principle Wealth Partners LLC	$1.4M	25,364	−100	trim
403	Glenview Trust Co	$1.4M	25,252	−2,349	trim
404	Clearstead Advisors, LLC	$1.4M	25,201	−1,424	trim
405	Brooklyn Investment Group	$1.4M	25,186	+16,146	add
406	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.4M	25,140	−156	trim
407	JOHNSON INVESTMENT COUNSEL INC	$1.4M	25,046	−1,426	trim
408	GUIDANCE CAPITAL, INC	$1.4M	21,954	+21,954	new
409	STANCE CAPITAL LLC	$1.4M	24,967	−812	trim
410	Modera Wealth Management, LLC	$1.4M	24,933	+3,717	add
411	Kintegral Advisory, LLC	$1.4M	24,729	−1,096	trim
412	PERSONAL CFO SOLUTIONS, LLC	$1.4M	24,671	+181	add
413	Concurrent Investment Advisors, LLC	$1.4M	24,281	−1,278	trim
414	Meeder Advisory Services, Inc.	$1.4M	24,275	+3,378	add
415	Souders Financial Advisors	$1.3M	23,944	−890	trim
416	Wilmington Savings Fund Society, FSB	$1.3M	23,795	+1,992	add
417	Composition Wealth, LLC	$1.3M	23,317	−1,755	trim
418	Ally Financial Inc.	$1.3M	23,000	0	no change
419	Moors & Cabot, Inc.	$1.3M	22,960	+232	add
420	North Dakota State Investment Board	$1.3M	22,744	−4,458	trim
421	Massachusetts Wealth Management	$1.3M	22,735	+225	add
422	PETTYJOHN, WOOD & WHITE, INC	$1.3M	22,707	+791	add
423	Banque Cantonale Vaudoise	$1.3M	22,635	−10,742	trim
424	Crews Bank & Trust	$1.3M	22,564	−495	trim
425	PRINCIPAL SECURITIES, INC.	$1.3M	22,471	+1,961	add
426	PUZO MICHAEL J	$1.3M	22,285	−1,950	trim
427	HARMONY ASSET MANAGEMENT LLC	$1.3M	22,207	−15,265	trim
428	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.2M	22,098	+22,098	new
429	Stonehage Fleming Financial Services Holdings Ltd	$1.2M	21,820	−828	trim
430	CENTRAL TRUST Co	$1.2M	21,779	−326	trim
431	MUFG SECURITIES AMERICAS INC.	$1.2M	21,740	+412	add
432	SECURIAN ASSET MANAGEMENT, INC	$1.2M	21,314	−213	trim
433	Ridgewood Investments LLC	$1.2M	21,312	—	no prior
434	Notis-McConarty Edward	$1.2M	21,115	−23,635	trim
435	CITIZENS FINANCIAL GROUP INC/RI	$1.2M	20,979	−126	trim
436	Squarepoint Ops LLC	$1.2M	20,886	−332,409	trim
437	New Age Alpha Advisors, LLC	$1.2M	20,839	+20,839	new
438	Vise Technologies, Inc.	$1.2M	22,153	0	no change
439	Penobscot Investment Management Company, Inc.	$1.2M	20,655	−555	trim
440	InTrack Investment Management Inc	$1.2M	20,618	0	no change
441	BRIDGES INVESTMENT MANAGEMENT INC	$1.2M	20,610	−2,501	trim
442	GREENLEAF TRUST	$1.2M	20,588	+1,384	add
443	AZZAD ASSET MANAGEMENT INC /ADV	$1.2M	20,491	−5	trim
444	ESSEX INVESTMENT MANAGEMENT CO LLC	$1.2M	20,458	+6,161	add
445	INTECH INVESTMENT MANAGEMENT LLC	$1.2M	20,452	+6,727	add
446	MASTERINVEST Kapitalanlage GmbH	$1.1M	20,249	+7,827	add
447	NLB Skladi, upravljanje premozenja, d.o.o.	$1.1M	20,246	−769	trim
448	Forvis Mazars Wealth Advisors, LLC	$1.1M	20,181	−1	trim
449	Apollon Wealth Management, LLC	$1.1M	20,073	+2,823	add
450	ARVEST INVESTMENTS, INC.	$1.1M	19,935	+19,935	new
451	WELLINGTON MANAGEMENT GROUP LLP	$1.1M	19,854	+10,901	add
452	HOLDERNESS INVESTMENTS CO	$1.1M	19,550	−683	trim
453	Cascade Investment Advisors, Inc.	$1.1M	19,343	+185	add
454	NWAM LLC	$1.1M	19,210	+19,210	new
455	ARTHUR M. COHEN & ASSOCIATES, LLC	$1.1M	19,000	0	no change
456	ICW Investment Advisors LLC	$1.1M	18,996	+2,524	add
457	USS Investment Management Ltd	$1.1M	18,875	−49,178	trim
458	Verdence Capital Advisors LLC	$1.1M	18,848	+11,443	add
459	NewEdge Wealth, LLC	$1.1M	18,794	−1,002	trim
460	Dai-ichi Life Insurance Company, Ltd	$1.1M	18,781	−18,830	trim
461	Waverly Advisors, LLC	$1.1M	18,755	−802	trim
462	PATTEN & PATTEN INC/TN	$1.0M	18,626	+650	add
463	GARRISON POINT ADVISORS, LLC	$1.0M	18,555	−320	trim
464	Choate Investment Advisors	$1.0M	18,548	+1,806	add
465	Barden Capital Management, Inc.	$1.0M	18,477	+578	add
466	NICOLET BANKSHARES INC	$1.0M	18,319	+18,319	new
467	Diversified Trust Co	$1.0M	18,458	+1,120	add
468	Northwest & Ethical Investments L.P.	$1.0M	18,333	−345,635	trim
469	Wedmont Private Capital	$1.0M	17,352	−590	trim
470	Birch Hill Investment Advisors LLC	$1.0M	17,891	0	no change
471	QUADRANT CAPITAL GROUP LLC	$994K	17,652	−839	trim
472	FIRST MANHATTAN CO. LLC.	$980K	17,405	0	no change
473	HBK Sorce Advisory LLC	$970K	14,515	+392	add
474	Ballentine Partners, LLC	$965K	17,130	+246	add
475	HEADINVEST, LLC	$963K	17,108	−500	trim
476	SIGNATUREFD, LLC	$940K	16,698	+195	add
477	Jacobi Capital Management LLC	$939K	16,682	−82	trim
478	SALEM INVESTMENT COUNSELORS INC	$937K	16,645	−233	trim
479	Rydar Equities, Inc.	$937K	16,644	−189	trim
480	RITHOLTZ WEALTH MANAGEMENT	$934K	16,595	+3,174	add
481	Banque Transatlantique SA	$914K	16,142	+1,149	add
482	Wealth Enhancement Trust Services, Inc.	$908K	16,126	−374	trim
483	FARMERS & MERCHANTS INVESTMENTS INC	$904K	16,062	−1,077	trim
484	Envestnet Portfolio Solutions, Inc.	$904K	16,058	−36,035	trim
485	Curi Capital, LLC	$904K	16,050	+5,136	add
486	CHICAGO TRUST Co NA	$902K	16,018	+11,955	add
487	TEMA ETFS LLC	$899K	15,972	+77	add
488	EASTERN BANK	$881K	15,641	0	no change
489	J. Safra Sarasin Holding AG	$879K	15,618	+1,035	add
490	ROMANO BROTHERS AND COMPANY	$879K	15,607	−225	trim
491	EVERGREEN CAPITAL MANAGEMENT LLC	$876K	15,560	+2,199	add
492	Stratos Wealth Partners, LTD.	$876K	15,549	−1,097	trim
493	TRUST CO OF TOLEDO NA /OH/	$853K	15,156	−177	trim
494	Kingsview Wealth Management, LLC	$850K	15,103	+795	add
495	Equitable Holdings, Inc.	$843K	15,338	+9,859	add
496	Marble Harbor Investment Counsel, LLC	$841K	14,930	0	no change
497	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$837K	14,867	0	no change
498	Westhampton Capital, LLC	$834K	14,817	0	no change
499	KRAEMATON INVESTMENT ADVISORS, INC	$830K	14,732	−1,019	trim
500	Quotient Wealth Partners, LLC	$829K	14,725	+698	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CARR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 4 Maria Elvira Salazar R–FL-27, Julie Johnson D–TX-32, Kevin Hern R–OK-1, Tommy Tuberville R–AL $19K–$110K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Moore Capital Management $4.9M held
Trimming: 2 Gotham Asset Management, Caxton Associates $15.0M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CARRIER GLOBAL CORPORATION

Merged timeline of congressional filings and notable-manager moves on CARR
Date	Who	Change	Size
2026-09-01	Kevin Hern Congress	Sale	$1K–$15K
2026-08-07	Maria Elvira Salazar Congress	Sale	$15K–$50K
2026-08-07	Maria Elvira Salazar Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-05-15	Moore Capital Management 13F	new	+86,819 sh
2026-05-15	Gotham Asset Management 13F	trim	−17,243 sh
2026-05-14	Caxton Associates 13F	exit	−9,327 sh

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

18 members of Congress disclosed CARR — the congressional view ↗