This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CARR/capital-change-brief"
Use Arkolith's capital_change_brief for CARR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $3.3B | 57.9M | ▲+0.8% Added · +489K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.9B | 51.3M | ▲New +51.3M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 36.5M | ▲New +36.5M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $1.9B | 35.0M | ▼−7.3% Reduced · −2.8M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $1.9B | 33.5M | ▼−0.7% Reduced · −219K sh | Q1 2026 | |
| 6 | DODGE & COX | $1.5B | 26.6M | ▲+98% Added · +13.2M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $989.1M | 17.6M | ▲+1.9% Added · +329K sh | Q1 2026 | |
| 8 | Fisher Asset Management, LLC | $733.7M | 13.0M | ▼−12% Reduced · −1.8M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $690.4M | 12.3M | ▲+4.3% Added · +504K sh | Q1 2026 | |
| 10 | BROWN ADVISORY INC | $455.8M | 8.1M | ▼−21% Reduced · −2.1M sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $453.2M | 8.0M | ▲+1.2% Added · +97K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $447.3M | 7.9M | ▲+33% Added · +2.0M sh | Q1 2026 | |
| 13 | NORGES BANK | $380.3M | 7.2M | ▲+0.3% Added · +25K sh | Q4 2025 | |
| 14 | Fiera Capital Corp | $375.4M | 6.7M | ▼−3.7% Reduced · −257K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $371.2M | 6.6M | ▲+14% Added · +831K sh | Q1 2026 | |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $366.4M | 6.5M | ▲+6.7% Added · +410K sh | Q1 2026 | |
| 17 | PineStone Asset Management Inc. | $464.6M | 6.3M | ▼−3.6% Reduced · −240K sh | Q2 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $354.2M | 6.3M | ▲+4.1% Added · +247K sh | Q1 2026 | |
| 19 | VICTORY CAPITAL MANAGEMENT INC | $334.5M | 5.9M | ▲+24% Added · +1.2M sh | Q1 2026 | |
| 20 | Nuveen, LLC | $317.6M | 5.6M | ▼−7.2% Reduced · −438K sh | Q1 2026 | |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | $271.3M | 5.0M | ▼−4.9% Reduced · −257K sh | Q1 2026 | |
| 22 | ALLIANCEBERNSTEIN L.P. | $261.2M | 4.9M | ▲+441% Added · +4.0M sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $278.0M | 4.9M | ▲+3.7% Added · +178K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $271.9M | 4.8M | ▼−1.6% Reduced · −76K sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $267.8M | 4.8M | ▲+44% Added · +1.5M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Dryden Edward C. | President, CST | Option exercise (M) | 7K | $0 |
| Jul 1, 2026 | Dryden Edward C. | President, CST | Tax withholding (F) | 2K | $155K |
| Jul 1, 2026 | Dryden Edward C. | President, CST | Option exercise (M) | 7K | $0 |
| May 20, 2026 | Viessmann Maximilian | Director | Sell (S) | 12.1M | $750.0M |
| May 1, 2026 | Pandya Gaurang | President, CSA | Option exercise (M) | 51K | $0 |
| May 1, 2026 | Pandya Gaurang | President, CSA | Tax withholding (F) | 22K | $1.5M |
| May 1, 2026 | Pandya Gaurang | President, CSA | Option exercise (M) | 51K | $0 |
| Apr 15, 2026 | GARNIER JEAN PIERRE | Director | Grant (A) | 3K | $195K |
| Apr 15, 2026 | GREISCH JOHN J | Director | Grant (A) | 4K | $231K |
| Apr 15, 2026 | MCNAMARA MICHAEL M | Director | Grant (A) | 4K | $213K |
| Apr 15, 2026 | MILES AMY E | Director | Grant (A) | 3K | $204K |
| Apr 15, 2026 | STORY SUSAN N | Director | Grant (A) | 6K | $340K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 427 funds | $307.1B |
| APPLE INCAAPL | 422 funds | $321.3B |
| AMAZON.COM INCAMZN | 422 funds | $225.9B |
| ALPHABET INC-CL AGOOGL | 418 funds | $201.3B |
| META PLATFORMS INC-CLASS AMETA | 418 funds | $124.1B |
| JPMORGAN CHASE & COJPM | 417 funds | $83.2B |
| NVIDIA CORPNVDA | 416 funds | $409.0B |
| ALPHABET INC-CL CGOOG | 414 funds | $133.8B |
| VISA INC-CLASS A SHARESV | 413 funds | $67.0B |
| JOHNSON & JOHNSONJNJ | 410 funds | $62.6B |
| BROADCOM INCAVGO | 409 funds | $160.1B |
| MASTERCARD INC - AMA | 408 funds | $60.8B |
Ranked by how many of CARR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CARR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.