CARRIER GLOBAL CORPORATION (CARR)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
1,575
Reporting holders
$53.2B
Reported value
87.3%
Of shares outstanding
1.1%
Held as options
+156
Holder change
Institutions report 719,637,543 shares against 824,325,057 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital Research Global Investors | $7.8B | 106,065,347 | 1.09% | 25q | -8.9%-$757.5M |
| BlackRock, Inc. | $5.0B | 67,176,195 | 0.07% | 8q | +16.1%+$685.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.8B | 51,284,274 | 0.08% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7B | 36,565,910 | 0.12% | 2q | HELD |
| JPMORGAN CHASE & CO | $2.5B | 34,487,524 | 0.14% | 25q | -1.3%-$34.5M |
| STATE STREET CORP | $2.5B | 34,386,031 | 0.07% | 25q | +2.6%+$64.3M |
| Dodge & Cox | $2.0B | 27,475,603 | 1.06% | 25q | +3.2%+$62.6M |
| Capital World Investors | $1.4B | 19,334,704 | 0.17% | 23q | -1.9%-$28.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 17,699,114 | 0.07% | 25q | HELD |
| Fisher Asset Management, LLC | $957.0M | 13,047,300 | 0.28% | 25q | HELD |
| MORGAN STANLEY | $803.7M | 10,957,072 | 0.04% | 26q | -10.6%-$95.7M |
| AMERIPRISE FINANCIAL INC | $610.8M | 8,292,345 | 0.12% | 25q | -12.8%-$90.0M |
| Bank of New York Mellon Corp | $590.8M | 8,053,967 | 0.10% | 25q | +66.8%+$236.6M |
| NORTHERN TRUST CORP | $589.0M | 8,030,053 | 0.07% | 26q | HELD |
| BANK OF AMERICA CORP /DE/ | $572.9M | 7,810,609 | 0.04% | 25q | +18.5%+$89.3M |
| NORGES BANK | $559.7M | 7,631,155 | 0.06% | 23q | +6.0%+$31.8M |
| GOLDMAN SACHS GROUP INC | $503.1M | 6,765,820 | 0.04% | 25q | -14.8%-$87.6M |
| DIMENSIONAL FUND ADVISORS LP | $475.4M | 6,480,398 | 0.09% | 25q | +3.0%+$13.9M |
| PineStone Asset Management Inc. | $464.6M | 6,333,408 | 2.87% | 15q | -3.6%-$17.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $440.9M | 6,011,257 | 0.08% | 25q | -7.6%-$36.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $432.6M | 5,897,380 | 0.31% | 26q | +18.2%+$66.5M |
| Fiera Capital Corp | $426.6M | 5,815,777 | 1.55% | 25q | -12.8%-$62.4M |
| Nuveen, LLC | $420.6M | 5,734,737 | 0.10% | 6q | +1.7%+$6.9M |
| VICTORY CAPITAL MANAGEMENT INC | $419.3M | 5,716,732 | 0.24% | 25q | -3.8%-$16.5M |
| BROWN ADVISORY INC | $410.8M | 5,600,304 | 0.64% | 25q | -30.8%-$182.9M |
| Invesco Ltd. | $382.9M | 5,220,533 | 0.03% | 25q | -4.8%-$19.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $367.7M | 5,012,629 | 0.05% | 25q | +1.5%+$5.6M |
| Sixth Street Partners Management Company, L.P. | $367.7M | 5,012,629 | 0.05% | new | NEW |
| Artisan Partners Limited Partnership | $333.7M | 4,549,041 | 0.53% | 7q | +14.5%+$42.2M |
| FRANKLIN RESOURCES INC | $331.9M | 4,525,082 | 0.07% | 25q | +366.5%+$260.8M |
| Legal & General Group Plc | $322.4M | 4,394,901 | 0.07% | 25q | -7.6%-$26.4M |
| VANGUARD FIDUCIARY TRUST CO | $322.0M | 4,390,464 | 0.07% | 2q | -0.9%-$2.8M |
| ALLIANCEBERNSTEIN L.P. | $317.3M | 5,634,669 | 0.10% | 25q | +14.0%+$38.9M |
| MILLENNIUM MANAGEMENT LLC | $302.0M | 4,009,409 | 0.11% | 26q | +442.5%+$246.3M |
| CITADEL ADVISORS LLC | $288.6M | 3,025,970 | 0.03% | 25q | -16.2%-$55.9M |
| PRIMECAP MANAGEMENT CO/CA/ | $283.6M | 3,866,183 | 0.17% | 25q | +0.7%+$1.9M |
| ROYAL BANK OF CANADA | $258.6M | 2,855,847 | 0.04% | 25q | +10.6%+$24.7M |
| Pictet Asset Management Holding SA | $250.9M | 3,420,836 | 0.24% | 12q | +9.5%+$21.8M |
| Amundi | $250.8M | 3,418,666 | 0.06% | 21q | +9.3%+$21.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $249.9M | 3,406,755 | 0.38% | 3q | -2.7%-$7.0M |
| AQR CAPITAL MANAGEMENT LLC | $206.9M | 2,820,892 | 0.07% | 25q | +14.5%+$26.2M |
| UBS Group AG | $187.8M | 2,446,235 | 0.02% | 25q | -45.4%-$156.0M |
| RAYMOND JAMES FINANCIAL INC | $186.4M | 2,541,376 | 0.05% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $171.1M | 2,332,587 | 0.03% | 25q | -35.2%-$93.0M |
| DEUTSCHE BANK AG\ | $166.2M | 2,265,376 | 0.05% | 25q | -7.1%-$12.8M |
| ENVESTNET ASSET MANAGEMENT INC | $165.0M | 2,248,891 | 0.04% | 25q | -14.3%-$27.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $161.3M | 153,355 | 0.01% | 25q | -22.0%-$45.4M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $159.8M | 2,178,506 | 1.73% | 4q | +3.6%+$5.5M |
| Swiss National Bank | $155.5M | 2,120,585 | 0.08% | 25q | -4.7%-$7.6M |
| Focus Partners Wealth | $152.6M | 2,081,100 | 0.16% | 11q | +6.9%+$9.8M |
| SEI INVESTMENTS CO | $152.5M | 2,079,144 | 0.13% | 25q | -1.1%-$1.7M |
| Gates Capital Management, Inc. | $146.1M | 1,991,308 | 3.51% | 25q | -20.2%-$36.9M |
| JANE STREET GROUP, LLC | $144.1M | 952,345 | 0.01% | 25q | +561.8%+$122.3M |
| FIDUCIARY MANAGEMENT INC /WI/ | $141.1M | 1,923,538 | 2.01% | 13q | -46.1%-$120.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $136.7M | 1,863,857 | 0.08% | 25q | +6.1%+$7.8M |
| Bahl & Gaynor LLC | $133.9M | 1,825,329 | 0.62% | 25q | +72.1%+$56.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $131.2M | 1,788,605 | 1.05% | 2q | -38.3%-$81.6M |
| BNP PARIBAS FINANCIAL MARKETS | $127.6M | 1,703,787 | 0.04% | 7q | +24.1%+$24.8M |
| Russell Investments Group, Ltd. | $127.0M | 1,731,719 | 0.11% | 25q | -1.0%-$1.3M |
| Vanguard Global Advisers, LLC | $123.6M | 1,684,469 | 0.06% | 2q | -2.0%-$2.5M |
| BANK OF MONTREAL /CAN/ | $123.5M | 1,683,123 | 0.04% | 25q | +7.3%+$8.4M |
| MACKENZIE FINANCIAL CORP | $118.9M | 1,620,099 | 0.12% | 25q | +114.5%+$63.5M |
| Sumitomo Mitsui Trust Group, Inc. | $118.6M | 1,616,597 | 0.07% | 25q | -0.7%-$889.1K |
| HSBC HOLDINGS PLC | $116.8M | 1,589,619 | 0.05% | 25q | +8.3%+$9.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $111.4M | 1,518,196 | 0.08% | 2q | +11.5%+$11.5M |
| CITIGROUP INC | $109.3M | 1,324,118 | 0.04% | 25q | +100.3%+$54.7M |
| D. E. Shaw & Co., Inc. | $104.2M | 1,420,931 | 0.05% | 25q | +1.5%+$1.5M |
| FMR LLC | $102.8M | 1,401,686 | 0.00% | 25q | +8.9%+$8.4M |
| RHUMBLINE ADVISERS | $101.4M | 1,382,491 | 0.08% | 25q | -1.2%-$1.2M |
| SUMMITRY LLC | $100.2M | 1,366,130 | 3.30% | 10q | -3.8%-$3.9M |
| Point72 Asset Management, L.P. | $96.2M | 1,305,110 | 0.11% | 3q | HELD |
| Ensign Peak Advisors, Inc | $95.4M | 1,301,251 | 0.16% | 25q | -48.0%-$88.0M |
| DAVENPORT & Co LLC | $94.4M | 1,286,042 | 0.46% | 25q | -1.6%-$1.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $93.0M | 1,005,951 | 0.03% | 26q | -16.5%-$18.4M |
| National Pension Service | $86.5M | 1,178,695 | 0.06% | 25q | -5.5%-$5.0M |
| CIBC Bancorp USA Inc. | $84.4M | 1,150,857 | 0.10% | 3q | +16.4%+$11.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $84.0M | 1,144,913 | 0.07% | 25q | -4.6%-$4.1M |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $83.8M | 1,142,186 | 4.04% | 2q | +80.6%+$37.4M |
| California Public Employees Retirement System | $80.3M | 1,095,224 | 0.05% | 25q | -23.4%-$24.6M |
| BARCLAYS PLC | $76.5M | 813,211 | 0.01% | 18q | -70.9%-$186.1M |
| Aberdeen Group plc | $74.5M | 1,015,556 | 0.10% | 25q | +9.8%+$6.7M |
| Freestone Grove Partners LP | $73.7M | 1,005,203 | 0.47% | 2q | +43171.8%+$73.6M |
| LPL Financial LLC | $73.5M | 1,002,330 | 0.02% | 25q | +6.9%+$4.8M |
| Canoe Financial LP | $73.2M | 998,100 | 0.91% | 10q | -7.6%-$6.0M |
| NEW YORK STATE COMMON RETIREMENT FUND | $72.0M | 981,755 | 0.09% | 25q | +4.1%+$2.9M |
| CI INVESTMENTS INC. | $70.8M | 965,695 | 0.23% | 20q | +126.5%+$39.6M |
| Impax Asset Management Group plc | $67.4M | 918,354 | 0.44% | 18q | -21.9%-$18.9M |
| PRINCIPAL FINANCIAL GROUP INC | $65.8M | 897,715 | 0.03% | 25q | -44.3%-$52.3M |
| Corient Private Wealth LP | $65.5M | 893,169 | 0.04% | 15q | +202.9%+$43.9M |
| ONTARIO TEACHERS PENSION PLAN BOARD | $65.3M | 890,797 | 0.41% | 3q | -31.6%-$30.2M |
| PNC Financial Services Group, Inc. | $64.1M | 873,387 | 0.03% | 25q | -1.8%-$1.2M |
| TORONTO DOMINION BANK | $58.1M | 791,811 | 0.07% | 25q | +240.2%+$41.0M |
| Albar Capital Partners LLP | $58.0M | 790,767 | 7.56% | 3q | -4.7%-$2.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $57.6M | 784,924 | 0.11% | 25q | +53.1%+$20.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $57.5M | 784,894 | 0.09% | 7q | HELD |
| HighTower Advisors, LLC | $56.7M | 772,597 | 0.05% | 25q | -7.2%-$4.4M |
| NATIONAL BANK OF CANADA /FI/ | $55.1M | 751,972 | 0.04% | 19q | +223.7%+$38.1M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $50.0M | 682,282 | 0.08% | 25q | -2.8%-$1.4M |
| Korea Investment CORP | $49.6M | 676,880 | 0.09% | 25q | +50.3%+$16.6M |
| AVIVA PLC | $48.6M | 662,649 | 0.07% | 25q | -7.1%-$3.7M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Capital Research Global Investors | 12.8% |
| 2026-07-27 | 13G/A | BlackRock, Inc. | 7.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,575 | $53.2B | 719,637,543 | 224 | 488 | 484 | 1.1% |
| Q1 2026 | 1,419 | $40.7B | 714,614,405 | 129 | 444 | 472 | 1.3% |
| Q4 2025 | 1,420 | $37.2B | 691,442,741 | 104 | 380 | 557 | 1.9% |
| Q3 2025 | 1,399 | $44.4B | 734,515,684 | 92 | 407 | 485 | 1.3% |
| Q2 2025 | 1,479 | $52.5B | 707,142,588 | 146 | 441 | 477 | 1.3% |
| Q1 2025 | 1,420 | $44.8B | 701,237,178 | 95 | 436 | 477 | 0.9% |
| Q4 2024 | 1,451 | $50.0B | 718,297,061 | 79 | 404 | 436 | 1.8% |
| Q3 2024 | 1,426 | $62.4B | 758,467,524 | 176 | 400 | 424 | 2.3% |
| Q2 2024 | 1,324 | $48.6B | 763,264,943 | 111 | 359 | 440 | 1.0% |
| Q1 2024 | 1,294 | $46.1B | 786,612,525 | 103 | 351 | 446 | 0.8% |
| Q4 2023 | 1,256 | $43.2B | 742,660,060 | 89 | 326 | 426 | 1.2% |
| Q3 2023 | 1,172 | $41.6B | 741,874,667 | 119 | 301 | 398 | 1.5% |
| Q2 2023 | 1,099 | $36.8B | 734,525,840 | 88 | 292 | 390 | 0.9% |
| Q1 2023 | 1,055 | $31.3B | 682,862,217 | 95 | 300 | 347 | 0.5% |
| Q4 2022 | 946 | $26.2B | 633,447,674 | 90 | 266 | 304 | 0.4% |
| Q3 2022 | 1,150 | $25.7B | 721,788,375 | 66 | 318 | 425 | 0.4% |
| Q2 2022 | 1,170 | $25.9B | 724,864,305 | 71 | 342 | 445 | 0.3% |
| Q1 2022 | 1,261 | $34.0B | 738,691,485 | 69 | 325 | 524 | 0.4% |
| Q4 2021 | 1,343 | $40.2B | 736,228,946 | 87 | 342 | 501 | 0.7% |
| Q3 2021 | 1,271 | $38.7B | 742,151,050 | 97 | 375 | 441 | 0.7% |
| Q2 2021 | 1,247 | $36.0B | 734,962,439 | 115 | 380 | 428 | 0.8% |
| Q1 2021 | 1,217 | $31.6B | 746,795,167 | 94 | 334 | 506 | 0.4% |
| Q4 2020 | 1,216 | $28.0B | 737,830,482 | 145 | 290 | 484 | 0.3% |
| Q3 2020 | 1,084 | $22.3B | 727,883,308 | 148 | 218 | 519 | 0.3% |
| Q2 2020 | 1,009 | $16.4B | 736,710,582 | 984 | 13 | 7 | 0.3% |
| Q1 2020 | 31 | $120.3M | 6,737,899 | 29 | 0 | 0 | 3.4% |
| Q4 2019 | 1 | $1.1M | 22,959 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $1.1M | 22,959 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.1M | 22,959 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.1M | 22,959 | 1 | 0 | 0 | 0.0% |