$CARR is held by 27 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.15%, with an average of 0.11% of portfolio. Largest holder: Elefante Mark B at 1.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
CARRIER GLOBAL CORPORATION
13F holders
1,478
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 1,478 · Source: 13F-HR01
Envestnet Asset Management Inc.
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—
02
State Street
—
—
03
Axa S.a.
—
—
04
Second Line Capital, LLC
—
—
05
Litman Gregory Wealth Management LLC
—
—
06
Citizens Financial Group INC
—
—
07
Equitable Holdings, Inc.
—
—
08
Poplar Forest Capital LLC
—
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09
ProShare Advisors LLC
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10
PineStone Asset Management Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
27 holders · Q1 202601
Elefante Mark B
1.15% held
α +10.8pts
02
Delta Financial Advisors LLC
0.55% NEW
α +18.1pts
03
ELCO Management Co., LLC
0.34% NEW
α +10.8pts
04
Bradley Foster & Sargent INC
0.20% NEW
α +11.1pts
05
Caption Management, LLC
0.13% held
α +15.5pts
06
Fruth Investment Management
0.11% held
α +79.5pts
07
Ted Buchan & Co
0.10% NEW
α +13.2pts
08
Venture Visionary Partners LLC
0.08% held
α +10.3pts
09
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.08% held
α +27.5pts
10
Nisa Investment Advisors, LLC
0.06% held
α +16.6pts
11
Costello Asset Management, INC
0.06% held
α +14.3pts
12
New Age Alpha Advisors, LLC
0.05% held
α +10.8pts
13
Courier Capital LLC
0.02% held
α +14.9pts
14
Citigroup Inc.
0.02% held
α +26.3pts
15
Choate Investment Advisors
0.02% held
α +13.8pts
16
JTC Employer Solutions Trustee Ltd
0.02% held
α +22.6pts
17
Principal Securities, Inc.
0.02% held
α +21.3pts
18
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
19
GM Advisory Group, LLC
0.01% held
α +16.5pts
20
Greenwich Wealth Management LLC
0.01% held
α +12.7pts
21
Cacti Asset Management LLC
0.01% held
α +12.7pts
22
RFG Advisory, LLC
0.00% held
α +16.2pts
23
Erste Asset Management GmbH
0.00% held
α +33.4pts
24
Banco Santander, S.A.
0.00% held
α +12.6pts
25
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
26
Wellington Management Group LLP
0.00% held
α +10.5pts
27
CV Advisors LLC
0.00% held
α +29.1pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $CARR in the recent window.
Congress trades · last 90 days
21 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $CARR lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $CARR — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:20 UTC.