Who owns CARR (CARR)
Which tracked institutional funds hold CARR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CARR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
337 tracked funds added or opened CARR while 217 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CARR’s largest tracked holder by dollar value, Capital Research Global Investors, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CARR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1487 tracked filers holding CARR, 675 increased or opened the position and 713 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CARR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 49
- VANGUARD CAPITAL MANAGEMENT LLC$2.9B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B
- VANGUARD FIDUCIARY TRUST CO$249M
- DIAMOND HILL CAPITAL MANAGEMENT INC$163M
- Vanguard Global Advisers, LLC$97M
- VANGUARD ASSET MANAGEMENT, Ltd$77M
Full exits 87
- VANGUARD GROUP INC$4.9B
- Qube Research & Technologies Ltd$128M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$104M
- Bristol Gate Capital Partners Inc.$69M
- RENAISSANCE TECHNOLOGIES LLC$65M
- NICHOLAS COMPANY, INC.$49M
Largest adds
- Capital Research Global Investors$2.6B
- DODGE & COX$790M
- ALLIANCEBERNSTEIN L.P.$213M
- NORGES BANK$169M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$158M
- UBS Group AG$136M
Largest trims
- Capital International Investors$713M
- BlackRock, Inc.$504M
- D. E. Shaw & Co., Inc.$203M
- JANE STREET GROUP, LLC$164M
- Point72 Asset Management, L.P.$159M
- Assenagon Asset Management S.A.$128M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital Research Global Investors added | 116,392,662 | $6.6B | 15.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 51,343,702 | $2.9B | 6.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 44,908,652 | $2.5B | 6.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 36,511,692 | $2.1B | 4.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 34,956,690 | $1.9B | 4.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 33,509,413 | $1.9B | 4.5% | 2026-Q1 |
| DODGE & COX added | 26,622,273 | $1.5B | 3.6% | 2026-Q1 |
| Capital World Investors trimmed | 19,715,766 | $1.1B | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 17,643,619 | $989M | 2.4% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 13,029,802 | $734M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 12,261,215 | $690M | 1.6% | 2026-Q1 |
| Capital International Investors trimmed | 10,716,062 | $603M | 1.4% | 2026-Q1 |
| NORGES BANK added | 8,669,208 | $550M | 1.3% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 8,093,705 | $456M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 8,047,828 | $453M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 7,943,454 | $447M | 1.1% | 2026-Q1 |
| Fiera Capital Corp trimmed | 6,666,102 | $375M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 6,592,682 | $371M | 0.9% | 2026-Q1 |
| PineStone Asset Management Inc. trimmed | 6,572,910 | $370M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 6,506,764 | $366M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 6,291,311 | $354M | 0.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 5,941,125 | $335M | 0.8% | 2026-Q1 |
| Nuveen, LLC trimmed | 5,640,617 | $318M | 0.8% | 2026-Q1 |
| Invesco Ltd. added | 5,280,551 | $297M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,936,240 | $278M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 4,827,965 | $272M | 0.6% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 4,990,296 | $271M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,757,238 | $268M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 4,754,446 | $268M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 4,944,159 | $261M | 0.6% | 2026-Q1 |
| UBS Group AG added | 4,479,077 | $252M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,429,069 | $249M | 0.6% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 3,973,094 | $224M | 0.5% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 3,840,205 | $216M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 3,611,803 | $203M | 0.5% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 3,567,389 | $201M | 0.5% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 3,502,128 | $197M | 0.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,329,413 | $187M | 0.4% | 2026-Q1 |
| Amundi added | 3,128,546 | $176M | 0.4% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 3,123,684 | $176M | 0.4% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 2,900,670 | $163M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 2,791,116 | $157M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,623,984 | $148M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,583,017 | $145M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,553,783 | $143M | 0.3% | 2026-Q1 |
| Gates Capital Management, Inc. trimmed | 2,494,791 | $140M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,439,488 | $137M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,452,827 | $137M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 2,224,585 | $125M | 0.3% | 2026-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 2,102,878 | $118M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 2,101,860 | $118M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 1,947,389 | $110M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,800,042 | $101M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,756,870 | $99M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,749,832 | $98M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,718,342 | $97M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,628,718 | $92M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,610,421 | $91M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,568,792 | $88M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,204,516 | $85M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,467,626 | $82M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 1,430,425 | $81M | 0.2% | 2026-Q1 |
| SUMMITRY LLC added | 1,424,038 | $80M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 1,400,211 | $79M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,399,500 | $79M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,373,168 | $77M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,361,672 | $77M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 1,336,403 | $74M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 1,307,008 | $74M | 0.2% | 2026-Q1 |
| ONTARIO TEACHERS PENSION PLAN BOARD trimmed | 1,302,131 | $73M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 1,287,365 | $72M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,259,424 | $71M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 1,250,385 | $70M | 0.2% | 2026-Q1 |
| National Pension Service trimmed | 1,247,203 | $70M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,200,601 | $68M | 0.2% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 1,176,257 | $66M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,171,356 | $66M | 0.2% | 2026-Q1 |
| Canoe Financial LP trimmed | 1,080,150 | $61M | 0.1% | 2026-Q1 |
| BAHL & GAYNOR INC added | 1,060,423 | $60M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 1,046,219 | $59M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 988,345 | $56M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 970,072 | $55M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 942,755 | $53M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 937,397 | $53M | 0.1% | 2026-Q1 |
| Aberdeen Group plc added | 924,708 | $52M | 0.1% | 2026-Q1 |
| Reynders McVeigh Capital Management, LLC added | 891,158 | $50M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 889,148 | $50M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 832,618 | $47M | 0.1% | 2026-Q1 |
| Albar Capital Partners LLP added | 829,811 | $47M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC trimmed | 811,648 | $46M | 0.1% | 2026-Q1 |
| J. Goldman & Co LP added | 796,738 | $45M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 92,294,608 | $4.9B | 11.6% | 2025-Q4 stale |
| C WorldWide Group Holding A/S trimmed | 3,150,938 | $231M | 0.6% | 2025-Q2 stale |
| Qube Research & Technologies Ltd added | 2,419,007 | $128M | 0.3% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 1,974,350 | $104M | 0.2% | 2025-Q4 stale |
| Burgundy Asset Management Ltd. trimmed | 1,165,423 | $76M | 0.2% | 2025-Q3 stale |
| Bristol Gate Capital Partners Inc. added | 1,304,888 | $69M | 0.2% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 1,239,100 | $65M | 0.2% | 2025-Q4 stale |
| Clark Capital Management Group, Inc. added | 890,228 | $53M | 0.1% | 2025-Q3 stale |
| NICHOLAS COMPANY, INC. | 922,625 | $49M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.