Public record / Tickers / CARR

CARR — CARRIER GLOBAL Corp

Both disclosure regimes on one name: who in Congress filed about CARR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
39
all PTR rows naming CARR
Members · 12m
5
5 buys · 10 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Maria Elvira Salazar · $15.0K–$50.0K

Sale · traded 2026-07-28 → filed 2026-08-07. Ranked over every CARR row by the provable lower bound, never a point estimate.

5 members · 5 buys / 10 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

19 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 19 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CARR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CARR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 08-14 +18d$1K–$15K
2026-08-07Maria Elvira Salazar R–FL-27SaleTraded 07-28 +10d$15K–$50K
2026-08-07Maria Elvira Salazar R–FL-27SaleTraded 07-28 +10d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-10-03 LATE·306d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-10-03 LATE·306d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 39 ↗

Members active in CARR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CARR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-326−$58.0K to $26.0K4
Maria Elvira Salazar R–FL-274−$49.0K to $49.0K2
Jared Moskowitz D–FL-233−$45.0K to −$3.0K3
Kevin Hern R–OK-11−$15.0K to −$1.0K1
Rick Larsen D–WA-21$1.0K to $15.0K1

5 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-09-01Kevin Hern CongressSale$1K–$15K
2026-08-07Maria Elvira Salazar CongressSale$15K–$50K
2026-08-07Maria Elvira Salazar CongressSale$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-05-15Moore Capital Management 13Fnew+86,819 sh
2026-05-15Gotham Asset Management 13Ftrim−17,243 sh
2026-05-14Caxton Associates 13Fexit−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of CARR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital Research Global Investors$6.6B1
2BlackRock, Inc.$3.3B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.9B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B1
5STATE STREET CORP$1.9B1
6DODGE & COX$1.5B1
7Capital World Investors$1.1B1
8GEODE CAPITAL MANAGEMENT, LLC$989M1
9Fisher Asset Management, LLC$734M1
10MORGAN STANLEY$690M1
11Capital International Investors$603M1
12BROWN ADVISORY INC$456M1
13NORTHERN TRUST CORP$453M1
14Fiera Capital Corp$375M1
15BANK OF AMERICA CORP /DE/$371M1
16PineStone Asset Management Inc.$370M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$366M1
18DIMENSIONAL FUND ADVISORS LP$354M1
19VICTORY CAPITAL MANAGEMENT INC$335M1
20Nuveen, LLC$318M1
21Invesco Ltd.$309M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$278M1
23Bank of New York Mellon Corp$272M1
24SCHRODER INVESTMENT MANAGEMENT GROUP$271M1
25AMERIPRISE FINANCIAL INC$268M1
26Legal & General Group Plc$268M1
27ALLIANCEBERNSTEIN L.P.$261M1
28UBS Group AG$252M1
29VANGUARD FIDUCIARY TRUST CO$249M1
30Artisan Partners Limited Partnership$224M1
31PRIMECAP MANAGEMENT CO/CA/$216M1
32CITADEL ADVISORS LLC$203M1
33FIDUCIARY MANAGEMENT INC /WI/$201M1
34NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$197M1
35Amundi$176M1
36Pictet Asset Management Holding SA$176M1
37DIAMOND HILL CAPITAL MANAGEMENT INC$163M1
38BARCLAYS PLC$157M1
39ENVESTNET ASSET MANAGEMENT INC$148M1
40ROYAL BANK OF CANADA$145M1
41RAYMOND JAMES FINANCIAL INC$143M1
42Gates Capital Management, Inc.$140M1
43DEUTSCHE BANK AG\$137M1
44AQR CAPITAL MANAGEMENT LLC$137M1
45Swiss National Bank$125M1
46CAUSEWAY CAPITAL MANAGEMENT LLC$118M1
47SEI INVESTMENTS CO$118M1
48Focus Partners Wealth$110M1
49WELLS FARGO & COMPANY/MN$101M1
50Mitsubishi UFJ Asset Management Co., Ltd.$98.9M1
51Vanguard Global Advisers, LLC$96.8M1
52Sumitomo Mitsui Trust Group, Inc.$91.7M1
53PRINCIPAL FINANCIAL GROUP INC$90.7M1
54BANK OF MONTREAL /CAN/$88.3M1
55MASSACHUSETTS FINANCIAL SERVICES CO /MA/$84.5M1
56HSBC HOLDINGS PLC$82.5M1
57CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$80.5M1
58SUMMITRY LLC$79.9M1
59D. E. Shaw & Co., Inc.$78.8M1
60RHUMBLINE ADVISERS$78.8M1
61VANGUARD ASSET MANAGEMENT, Ltd$76.7M1
62DAVENPORT & Co LLC$73.6M1
63ONTARIO TEACHERS PENSION PLAN BOARD$73.3M1
64FMR LLC$72.5M1
65ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$70.9M1
66Ensign Peak Advisors, Inc$70.4M1
67National Pension Service$70.2M1
68MANUFACTURERS LIFE INSURANCE COMPANY, THE$67.6M1
69CIBC Bancorp USA Inc.$55.7M1
70FRANKLIN RESOURCES INC$54.6M1
71NEW YORK STATE COMMON RETIREMENT FUND$53.1M1
72LPL Financial LLC$52.8M1
73Aberdeen Group plc$52.1M1
74HighTower Advisors, LLC$46.9M1
75Albar Capital Partners LLP$46.7M1
76Vident Advisory, LLC$45.7M1
77J. Goldman & Co LP$44.9M1
78Universal- Beteiligungs- und Servicegesellschaft mbH$44.1M1
79CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$43.3M1
80MACKENZIE FINANCIAL CORP$42.5M1
81MILLENNIUM MANAGEMENT LLC$41.6M1
82AVIVA PLC$40.2M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$39.5M1
84CITIGROUP INC$37.2M1
85Rockefeller Capital Management L.P.$36.4M1
86US BANCORP \DE\$36.2M1
87WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$35.6M1
88Skandinaviska Enskilda Banken AB (publ)$34.8M1
89DEPRINCE RACE & ZOLLO INC$32.2M1
90Cardinal Capital Management, Inc.$30.3M1
91Zurcher Kantonalbank (Zurich Cantonalbank)$28.9M1
92CONFLUENCE INVESTMENT MANAGEMENT LLC$28.8M1
93Alyeska Investment Group, L.P.$28.4M1
94Creative Planning$27.8M1
95WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$27.8M1
96Capital International Sarl$27.4M1
97DELTA ASSET MANAGEMENT LLC/TN$27.2M1
98ADAGE CAPITAL PARTNERS GP, L.L.C.$27.2M1
99Korea Investment CORP$25.4M1
100STATE OF WISCONSIN INVESTMENT BOARD$24.9M1
101FIFTH THIRD BANCORP$24.6M1
102FIRST TRUST ADVISORS LP$24.6M1
103M&G Plc$24.5M1
104APG Asset Management N.V.$24.1M1
105CI INVESTMENTS INC.$24.0M1
106BECKER CAPITAL MANAGEMENT INC$23.5M1
107Asset Management One Co., Ltd.$23.5M1
108ASSETMARK, INC$23.0M1
109BNP Paribas Asset Management Holding S.A.$23.0M1
110Man Group plc$22.8M1
111Swedbank AB$22.8M1
112Prevatt Capital Ltd$22.2M1
113Chevy Chase Trust Holdings, LLC$22.1M1
114STIFEL FINANCIAL CORP$21.9M1
115ROYAL LONDON ASSET MANAGEMENT LTD$21.7M1
116PRUDENTIAL FINANCIAL INC$21.6M1
117Vanguard Investments Australia, Ltd.$21.4M1
118O'SHAUGHNESSY ASSET MANAGEMENT, LLC$21.0M1
119Tidal Investments LLC$20.7M1
120GATEWAY INVESTMENT ADVISERS LLC$20.7M1
121Grantham, Mayo, Van Otterloo & Co. LLC$18.9M1
122TD ASSET MANAGEMENT INC$18.0M1
123Quantinno Capital Management LP$17.9M1
124ExodusPoint Capital Management, LP$17.9M1
125Mitsubishi UFJ Trust & Banking Corp$17.7M1
126PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$17.6M1
127Mariner, LLC$17.5M1
128Tredje AP-fonden$17.3M1
129Cetera Investment Advisers$17.0M1
130DANSKE BANK A/S$16.6M1
131KLP KAPITALFORVALTNING AS$16.5M1
132Corient Private Wealth LLC$16.4M1
133CANADA PENSION PLAN INVESTMENT BOARD$16.2M1
134Calamos Advisors LLC$15.9M1
135Foster Victor Wealth Advisors, LLC$15.7M1
136NOMURA ASSET MANAGEMENT CO LTD$15.1M1
137Schonfeld Strategic Advisors LLC$15.1M1
138Gotham Asset Management, LLC$15.0M1
139NISA INVESTMENT ADVISORS, LLC$14.9M1
140COMMONWEALTH EQUITY SERVICES, LLC$14.8M1
141OSAIC HOLDINGS, INC.$14.7M1
142State of New Jersey Common Pension Fund D$14.6M1
143M&T BANK CORP$14.6M1
144DnB Asset Management AS$13.8M1
145Lansforsakringar Fondforvaltning AB (publ)$13.7M1
146CAPITAL INTERNATIONAL LTD /CA/$13.3M1
147Cerity Partners LLC$13.2M1
148Resona Asset Management Co.,Ltd.$13.2M1
149MARKEL GROUP INC.$13.2M1
150MILFORD FUNDS LTD$13.2M1
151TORONTO DOMINION BANK$13.1M1
152BRADLEY FOSTER & SARGENT INC/CT$13.1M1
153NATIONAL BANK OF CANADA /FI/$13.1M1
154Eurizon Capital SGR S.p.A.$13.0M1
155AdviceOne Advisory Services, LLC$13.0M1
156SIRIOS CAPITAL MANAGEMENT L P$13.0M1
157Zimmer Partners, LP$13.0M1
158Raub Brock Capital Management LP$12.6M1
159HIGHLAND CAPITAL MANAGEMENT, LLC$12.4M1
160Czech National Bank$12.0M1
161Arizona State Retirement System$11.7M1
162STATE OF MICHIGAN RETIREMENT SYSTEM$11.6M1
163Candriam S.C.A.$11.5M1
164Capital International, Inc./CA/$11.2M1
165Varma Mutual Pension Insurance Co$11.1M1
166SUSQUEHANNA INTERNATIONAL GROUP, LLP$11.1M1
167Segment Wealth Management, LLC$11.1M1
168CIBC Asset Management Inc$10.7M1
169Telos Capital Management, Inc.$10.6M1
170MML INVESTORS SERVICES, LLC$10.5M1
171MetLife Investment Management, LLC$10.3M1
172Allworth Financial LP$10.3M1
173COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.3M1
174Mirae Asset Global Investments Co., Ltd.$10.1M1
175FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$10.1M1
176IFM Investors Pty Ltd$10.0M1
177Swiss Life Asset Management Ltd$10.0M1
178MERCER GLOBAL ADVISORS INC /ADV$9.9M1
179Retirement Systems of Alabama$9.4M1
180Kestra Advisory Services, LLC$9.3M1
181Turas Capital Management LP$9.2M1
182COMMERCE BANK$8.8M1
183SEB Asset Management AB$8.8M1
184TOCQUEVILLE ASSET MANAGEMENT L.P.$8.6M1
185GREAT LAKES ADVISORS, LLC$8.5M1
186Danica Pension, Livsforsikringsaktieselskab$8.4M1
187Lincoln Capital LLC$8.4M1
188LAFFER TENGLER INVESTMENTS, INC.$8.3M1
189KEYBANK NATIONAL ASSOCIATION/OH$8.3M1
190CUTLER INVESTMENT COUNSEL LLC$8.2M1
191AVITY INVESTMENT MANAGEMENT INC.$8.2M1
192Sagefield Capital LP$8.2M1
193JANE STREET GROUP, LLC$8.1M1
194FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$8.1M1
195WINDWARD CAPITAL MANAGEMENT CO /CA$8.0M1
196XPONANCE LLC$8.0M1
197WELCH & FORBES LLC$8.0M1
198M. Kraus & Co$7.9M1
199Hemenway Trust Co LLC$7.8M1
200Jefferies Financial Group Inc.$7.8M1
201Daiwa Securities Group Inc.$7.6M1
202TEACHER RETIREMENT SYSTEM OF TEXAS$7.6M1
203KANAWHA CAPITAL MANAGEMENT LLC$7.5M1
204Pathstone Holdings, LLC$7.5M1
205QRG CAPITAL MANAGEMENT, INC.$7.4M1
206PUBLIC SECTOR PENSION INVESTMENT BOARD$7.3M1
207Providence Capital Advisors, LLC$7.3M1
208Utah Retirement Systems$7.2M1
209Janus Henderson Group Ltd.$7.1M1
210VOYA INVESTMENT MANAGEMENT LLC$7.0M1
211Baird Financial Group, Inc.$6.9M1
212CWM, LLC$6.9M1
213NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.6M1
214OFI INVEST ASSET MANAGEMENT$6.6M1
215ProShare Advisors LLC$6.4M1
216NEOS Investment Management LLC$6.4M1
217SCOPUS ASSET MANAGEMENT, L.P.$6.3M1
218TRUIST FINANCIAL CORP$6.3M1
219Rakuten Investment Management, Inc.$6.3M1
220Mandatum Life Insurance Co Ltd$6.3M1
221CAPITAL MANAGEMENT CORP /VA$6.2M1
222PFA Pension, Forsikringsaktieselskab$6.2M1
223Riverview Capital Advisers, LLC$6.1M1
224Connecticut Wealth Management, LLC$6.1M1
225BANK OF NOVA SCOTIA$6.1M1
226D.A. DAVIDSON & CO.$5.9M1
227BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.9M1
228Vanguard Personalized Indexing Management, LLC$5.8M1
229FIDUCIARY TRUST CO$5.7M1
230Sumitomo Mitsui DS Asset Management Company, Ltd$5.7M1
231Geneos Wealth Management Inc.$5.7M1
232MEYER HANDELMAN CO$5.5M1
233NISSAY ASSET MANAGEMENT CORP /JAPAN$5.5M1
234BLAIR WILLIAM & CO/IL$5.4M1
235Summit Trail Advisors, LLC$5.4M1
236Douglass Winthrop Advisors, LLC$5.3M1
237WATERS PARKERSON & CO., LLC$5.3M1
238Trexquant Investment LP$5.3M1
239IEQ CAPITAL, LLC$5.3M1
240Mediolanum International Funds Ltd$5.3M1
241Connor, Clark & Lunn Investment Management Ltd.$5.2M1
242Wealthfront Advisers LLC$5.2M1
243Ethic Inc.$5.2M1
244REGIONS FINANCIAL CORP$5.1M1
245STOREBRAND ASSET MANAGEMENT AS$5.1M1
246OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.1M1
247Callan Family Office, LLC$5.0M1
248Pegasus Asset Management, Inc.$5.0M1
249Vontobel Holding Ltd.$5.0M1
250Baker Ellis Asset Management LLC$5.0M1
251CLIFFORD SWAN INVESTMENT COUNSEL LLC$4.9M1
252YOUSIF CAPITAL MANAGEMENT, LLC$4.9M1
253American Trust Investment Advisors, LLC$4.9M1
254MOORE CAPITAL MANAGEMENT, LP$4.9M1
255Atria Investments, Inc$4.9M1
256HM PAYSON & CO$4.7M1
257XTX Topco Ltd$4.7M1
258MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.7M1
259EDENTREE ASSET MANAGEMENT Ltd$4.7M1
260LETSON INVESTMENT MANAGEMENT, INC.$4.7M1
261PARSONS CAPITAL MANAGEMENT INC/RI$4.6M1
262STEPHENS INC /AR/$4.5M1
263MACQUARIE GROUP LTD$4.5M1
264Caption Management, LLC$4.5M1
265CREDIT AGRICOLE S A$4.5M1
266NORDEA INVESTMENT MANAGEMENT AB$4.5M1
267Verition Fund Management LLC$4.4M1
268MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.4M1
269Clearbridge Investments, LLC$4.4M1
270OP Asset Management Ltd$4.4M1
271Y-Intercept (Hong Kong) Ltd$4.3M1
272Sanctuary Advisors, LLC$4.2M1
273Private Advisor Group, LLC$4.1M1
274UniSuper Management Pty Ltd$4.1M1
275NorthCrest Asset Manangement, LLC$3.9M1
276AIA Group Ltd$3.9M1
277Pinnacle Financial Partners, Inc.$3.9M1
278Soviero Asset Management, LP$3.9M1
279ASR Vermogensbeheer N.V.$3.9M1
280TWINBEECH CAPITAL LP$3.8M1
281Federation des caisses Desjardins du Quebec$3.8M1
282Circle Wealth Management, LLC$3.8M1
283Empowered Funds, LLC$3.7M1
284MAI Capital Management$3.7M1
285Snowden Capital Advisors LLC$3.7M1
286BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$3.6M1
287CHOREO, LLC$3.5M1
288DAYMARK WEALTH PARTNERS, LLC$3.4M1
289Woodline Partners LP$3.3M1
290Gilman Hill Asset Management, LLC$3.3M1
291Osmosis Investment Management UK Ltd$3.3M1
292Patten Group, Inc.$3.2M1
293NewEdge Advisors, LLC$3.2M1
294CAMBIENT FAMILY OFFICE, LLC$3.2M1
295Merit Financial Group, LLC$3.2M1
296Quadrature Capital Ltd$3.2M1
297MIRABELLA FINANCIAL SERVICES LLP$3.2M1
298SIR Capital Management, L.P.$3.1M1
299Beacon Pointe Advisors, LLC$3.1M1
300CAISSE DES DEPOTS ET CONSIGNATIONS$3.1M1
301Investment Management Corp of Ontario$3.1M1
302BOOTHBAY FUND MANAGEMENT, LLC$3.0M1
303CANANDAIGUA NATIONAL CORP$3.0M1
304NBT BANK, N.A.$3.0M1
305EVOKE WEALTH, LLC$3.0M1
306WESTPORT ASSET MANAGEMENT INC$3.0M1
307HANCOCK WHITNEY CORP$2.9M1
308Carmel Capital Partners, LLC$2.9M1
309JB Capital LLC$2.9M1
310Rafferty Asset Management, LLC$2.9M1
311Capital Group Investment Management Pte. Ltd.$2.8M1
312HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.8M1
313Sargent Investment Group, LLC$2.8M1
314Norinchukin Bank, The$2.7M1
315OPPENHEIMER & CO INC$2.7M1
316J.P. Marvel Investment Advisors, LLC$2.7M1
317DIVERSIFIED MANAGEMENT INC$2.7M1
318MIZUHO SECURITIES USA LLC$2.7M1
319MONARCH CAPITAL MANAGEMENT INC$2.6M1
320&PARTNERS$2.6M1
321Fideuram Asset Management (Ireland) dac$2.6M1
322PRUDENTIAL PLC$2.6M1
323Allianz Asset Management GmbH$2.6M1
324Crossmark Global Holdings, Inc.$2.6M1
325Cohen Klingenstein LLC$2.6M1
326Cresset Asset Management, LLC$2.6M1
327Lido Advisors, LLC$2.6M1
328Savant Capital, LLC$2.5M1
329HARTFORD INVESTMENT MANAGEMENT CO$2.5M1
330Venture Visionary Partners LLC$2.5M1
331YHB Investment Advisors, Inc.$2.5M1
332Steward Partners Investment Advisory, LLC$2.5M1
333PINNACLE ASSOCIATES LTD$2.5M1
334SOMERVILLE KURT F$2.4M1
335HB Wealth Management, LLC$2.4M1
336NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.4M1
337GPM Growth Investors, Inc.$2.4M1
338GROUP ONE TRADING LLC$2.4M1
339Generali Asset Management SPA SGR$2.3M1
340Boston Partners$2.3M1
341AMG National Trust Bank$2.3M1
342J.W. COLE ADVISORS, INC.$2.3M1
343NATIXIS$2.3M1
344Kentucky Farm Bureau Mutual Insurance Co$2.3M1
345Vestmark Advisory Solutions, Inc.$2.3M1
346Maryland State Retirement & Pension System$2.2M1
347Siemens Fonds Invest GmbH$2.2M1
348Essex Financial Services, Inc.$2.2M1
349Bleakley Financial Group, LLC$2.2M1
350Poehling Capital Management, INC.$2.2M1
351ABN AMRO INVESTMENT SOLUTIONS$2.1M1
352DELTA FINANCIAL ADVISORS LLC$2.1M1
353Robeco Institutional Asset Management B.V.$2.1M1
354AG2R LA MONDIALE GESTION D'ACTIFS$2.1M1
355Elefante Mark B$2.1M1
356Allspring Global Investments Holdings, LLC$2.1M1
357OMERS ADMINISTRATION Corp$2.1M1
358EP Wealth Advisors, LLC$2.1M1
359CIBC WORLD MARKET INC.$2.0M1
360UNITED CAPITAL FINANCIAL ADVISORS, LLC$2.0M1
361ALLIANZ SE$2.0M1
362Onex Canada Asset Management Inc.$2.0M1
363Perigon Wealth Management, LLC$2.0M1
364TD Waterhouse Canada Inc.$1.9M1
365BARTLETT & CO. WEALTH MANAGEMENT LLC$1.9M1
366NOMURA HOLDINGS INC$1.9M1
367Goelzer Investment Management, Inc.$1.9M1
368AMERICAN CENTURY COMPANIES INC$1.9M1
369Orion Porfolio Solutions, LLC$1.9M1
370MUFG Securities EMEA plc$1.8M1
371Laird Norton Wetherby Trust Company, LLC$1.8M1
372KESTRA PRIVATE WEALTH SERVICES, LLC$1.8M1
373Sequoia Financial Advisors, LLC$1.7M1
374BROOKFIELD Corp /ON/$1.7M1
375Capital Group Private Client Services, Inc.$1.7M1
376BURNEY CO/$1.7M1
377Assenagon Asset Management S.A.$1.7M1
378Delaney Dennis R$1.7M1
379TWO SIGMA SECURITIES, LLC$1.7M1
380Cinctive Capital Management LP$1.7M1
381OneDigital Investment Advisors LLC$1.6M1
382CULLINAN ASSOCIATES INC$1.6M1
383Empirical Finance, LLC$1.6M1
384Metis Global Partners, LLC$1.6M1
385Saudi Central Bank$1.6M1
386First Heartland Consultants, Inc.$1.6M1
387Jain Global LLC$1.6M1
388Lifeworks Advisors, LLC$1.6M1
389Richard Bernstein Advisors LLC$1.5M1
390Van Hulzen Asset Management, LLC$1.5M1
391Walleye Capital LLC$1.5M1
392Lombard Odier Asset Management (Switzerland) SA$1.5M1
393Evercore Wealth Management, LLC$1.5M1
394Clarus Wealth Advisors$1.5M1
395BENJAMIN EDWARDS INC$1.5M1
396Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$1.5M1
397TOKIO MARINE ASSET MANAGEMENT CO LTD$1.5M1
398ELEVATION POINT WEALTH PARTNERS, LLC$1.5M1
399E. Ohman J:or Asset Management AB$1.5M1
400Systematic Alpha Investments, LLC$1.5M1
401Carnegie Investment Counsel$1.4M1
402Principle Wealth Partners LLC$1.4M1
403Glenview Trust Co$1.4M1
404Clearstead Advisors, LLC$1.4M1
405Brooklyn Investment Group$1.4M1
406NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M1
407JOHNSON INVESTMENT COUNSEL INC$1.4M1
408GUIDANCE CAPITAL, INC$1.4M1
409STANCE CAPITAL LLC$1.4M1
410Modera Wealth Management, LLC$1.4M1
411Kintegral Advisory, LLC$1.4M1
412PERSONAL CFO SOLUTIONS, LLC$1.4M1
413Concurrent Investment Advisors, LLC$1.4M1
414Meeder Advisory Services, Inc.$1.4M1
415Souders Financial Advisors$1.3M1
416Wilmington Savings Fund Society, FSB$1.3M1
417Composition Wealth, LLC$1.3M1
418Ally Financial Inc.$1.3M1
419Moors & Cabot, Inc.$1.3M1
420North Dakota State Investment Board$1.3M1
421Massachusetts Wealth Management$1.3M1
422PETTYJOHN, WOOD & WHITE, INC$1.3M1
423Banque Cantonale Vaudoise$1.3M1
424Crews Bank & Trust$1.3M1
425PRINCIPAL SECURITIES, INC.$1.3M1
426PUZO MICHAEL J$1.3M1
427HARMONY ASSET MANAGEMENT LLC$1.3M1
428BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.2M1
429Stonehage Fleming Financial Services Holdings Ltd$1.2M1
430CENTRAL TRUST Co$1.2M1
431MUFG SECURITIES AMERICAS INC.$1.2M1
432SECURIAN ASSET MANAGEMENT, INC$1.2M1
433Ridgewood Investments LLC$1.2M1
434Notis-McConarty Edward$1.2M1
435CITIZENS FINANCIAL GROUP INC/RI$1.2M1
436Squarepoint Ops LLC$1.2M1
437New Age Alpha Advisors, LLC$1.2M1
438Vise Technologies, Inc.$1.2M1
439Penobscot Investment Management Company, Inc.$1.2M1
440InTrack Investment Management Inc$1.2M1
441BRIDGES INVESTMENT MANAGEMENT INC$1.2M1
442GREENLEAF TRUST$1.2M1
443AZZAD ASSET MANAGEMENT INC /ADV$1.2M1
444ESSEX INVESTMENT MANAGEMENT CO LLC$1.2M1
445INTECH INVESTMENT MANAGEMENT LLC$1.2M1
446MASTERINVEST Kapitalanlage GmbH$1.1M1
447NLB Skladi, upravljanje premozenja, d.o.o.$1.1M1
448Forvis Mazars Wealth Advisors, LLC$1.1M1
449Apollon Wealth Management, LLC$1.1M1
450ARVEST INVESTMENTS, INC.$1.1M1
451WELLINGTON MANAGEMENT GROUP LLP$1.1M1
452HOLDERNESS INVESTMENTS CO$1.1M1
453Cascade Investment Advisors, Inc.$1.1M1
454NWAM LLC$1.1M1
455ARTHUR M. COHEN & ASSOCIATES, LLC$1.1M1
456ICW Investment Advisors LLC$1.1M1
457USS Investment Management Ltd$1.1M1
458Verdence Capital Advisors LLC$1.1M1
459NewEdge Wealth, LLC$1.1M1
460Dai-ichi Life Insurance Company, Ltd$1.1M1
461Waverly Advisors, LLC$1.1M1
462PATTEN & PATTEN INC/TN$1.0M1
463GARRISON POINT ADVISORS, LLC$1.0M1
464Choate Investment Advisors$1.0M1
465Barden Capital Management, Inc.$1.0M1
466NICOLET BANKSHARES INC$1.0M1
467Diversified Trust Co$1.0M1
468Northwest & Ethical Investments L.P.$1.0M1
469Wedmont Private Capital$1.0M1
470Birch Hill Investment Advisors LLC$1.0M1
471QUADRANT CAPITAL GROUP LLC$994K1
472FIRST MANHATTAN CO. LLC.$980K1
473HBK Sorce Advisory LLC$970K1
474Ballentine Partners, LLC$965K1
475HEADINVEST, LLC$963K1
476SIGNATUREFD, LLC$940K1
477Jacobi Capital Management LLC$939K1
478SALEM INVESTMENT COUNSELORS INC$937K1
479Rydar Equities, Inc.$937K1
480RITHOLTZ WEALTH MANAGEMENT$934K1
481Banque Transatlantique SA$914K1
482Wealth Enhancement Trust Services, Inc.$908K1
483FARMERS & MERCHANTS INVESTMENTS INC$904K1
484Envestnet Portfolio Solutions, Inc.$904K1
485Curi Capital, LLC$904K1
486CHICAGO TRUST Co NA$902K1
487TEMA ETFS LLC$899K1
488EASTERN BANK$881K1
489J. Safra Sarasin Holding AG$879K1
490ROMANO BROTHERS AND COMPANY$879K1
491EVERGREEN CAPITAL MANAGEMENT LLC$876K1
492Stratos Wealth Partners, LTD.$876K1
493TRUST CO OF TOLEDO NA /OH/$853K1
494Kingsview Wealth Management, LLC$850K1
495Equitable Holdings, Inc.$843K1
496Marble Harbor Investment Counsel, LLC$841K1
497PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$837K1
498Westhampton Capital, LLC$834K1
499KRAEMATON INVESTMENT ADVISORS, INC$830K1
500Quotient Wealth Partners, LLC$829K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)5 buy / 10 sell
Congress net ($ bound)−$166K to $86.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CARR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CARR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit

Every rule, with its definition →

Planned modules for CARR · financials and macro

Financials — as filed PLANNED

CARR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CARR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing