CARRIER GLOBAL CORPORATION (CARR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 726,568,816 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $24.9M options CALL | 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 | +74.3%+$260.4M |
| 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 incl. $6.8M options PUT | 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 |
| 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 incl. $7.9M options CALL+PUT | 4,009,409 | 0.11% | 26q | +442.5%+$246.3M |
| CITADEL ADVISORS LLC | $288.6M incl. $66.6M options CALL+PUT | 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 incl. $49.1M options PUT | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $243.7M | 3,322,503 | 0.02% | 25q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $206.9M | 2,820,892 | 0.07% | 25q | +14.5%+$26.2M |
| UBS Group AG | $187.8M incl. $8.3M options CALL+PUT | 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 | +29.6%+$39.1M |
| 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 incl. $150.1M options CALL+PUT | 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 incl. $74.2M options CALL+PUT | 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 incl. $2.7M options PUT | 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 incl. $16.7K options PUT | 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 incl. $12.1M options CALL+PUT | 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 incl. $484.1K options CALL+PUT | 1,305,110 | 0.11% | 3q | HELD |
| Ensign Peak Advisors, Inc | $95.4M | 1,301,251 | 0.16% | 25q | +4.1%+$3.7M |
| 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 STATE TEACHERS RETIREMENT SYSTEM | $81.6M | 1,112,138 | 0.08% | 25q | -5.1%-$4.3M |
| California Public Employees Retirement System | $80.3M | 1,095,224 | 0.05% | 25q | -23.4%-$24.6M |
| BARCLAYS PLC | $76.5M incl. $16.9M options CALL | 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 |
| CANADA LIFE ASSURANCE Co | $73.6M | 1,006,292 | 0.12% | 25q | -3.8%-$2.9M |
| 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 |
| DekaBank Deutsche Girozentrale | $72.4M | 1,336,403 | 0.12% | 25q | HELD |
| 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 |
| Reynders McVeigh Capital Management, LLC | $67.4M | 918,219 | 2.98% | 25q | +3.0%+$2.0M |
| PRINCIPAL FINANCIAL GROUP INC | $65.8M | 897,715 | 0.03% | 25q | -44.3%-$52.3M |
| 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 |
Showing the largest 100 of 1,672 reported holders. The count of 1,671 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,671 managers that file Form 13F reported holding Carrier Global Corporation (CARR), $53.7B in all, or about 88% of the shares outstanding. 249 managers opened a position and 94 sold out completely, against 1,516 holders the quarter before. Largest holders: Capital Research Global Investors, Blackrock, Inc. and Vanguard Capital Management Llc. Largest new positions: Adams Diversified Equity Fund, Inc. ($18.9M), Aventail Capital Group, Lp ($17.4M) and Night Squared Lp ($14.3M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-20 | Viessmann Maximilian | Director | Sold | 12,094,823 | $750.0M |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 555 | $1.6B | 29,559,200 | 41 | 159 | 167 | 0.4% |
| Q2 2026 | 1,671 | $53.7B | 726,568,816 | 230 | 505 | 515 | 1.0% |
| Q1 2026 | 1,516 | $40.9B | 718,927,813 | 133 | 474 | 497 | 1.3% |
| Q4 2025 | 1,523 | $37.9B | 704,146,302 | 110 | 404 | 595 | 1.9% |
| Q3 2025 | 1,504 | $45.2B | 746,649,128 | 98 | 437 | 519 | 1.3% |
| Q2 2025 | 1,599 | $53.8B | 725,035,589 | 156 | 474 | 519 | 1.3% |
| Q1 2025 | 1,539 | $46.0B | 719,775,037 | 104 | 467 | 517 | 0.9% |
| Q4 2024 | 1,576 | $51.7B | 743,124,962 | 84 | 432 | 481 | 1.8% |
| Q3 2024 | 1,563 | $64.6B | 786,571,274 | 187 | 436 | 472 | 2.2% |
| Q2 2024 | 1,463 | $50.4B | 791,846,869 | 125 | 394 | 491 | 1.0% |
| Q1 2024 | 1,431 | $47.3B | 807,662,292 | 111 | 388 | 496 | 0.9% |
| Q4 2023 | 1,412 | $45.1B | 775,349,154 | 99 | 358 | 487 | 1.2% |
| Q3 2023 | 1,332 | $43.6B | 778,180,468 | 132 | 344 | 455 | 1.5% |
| Q2 2023 | 1,271 | $38.7B | 771,515,258 | 96 | 345 | 448 | 0.8% |
| Q1 2023 | 1,245 | $34.0B | 739,348,982 | 108 | 352 | 414 | 0.5% |
| Q4 2022 | 1,225 | $30.0B | 724,455,375 | 109 | 317 | 438 | 0.5% |
| Q3 2022 | 1,134 | $52.0B | 1,459,991,520 | 64 | 308 | 425 | 0.2% |
| Q2 2022 | 1,157 | $56.2B | 1,573,687,760 | 70 | 340 | 437 | 0.2% |
| Q1 2022 | 1,248 | $56.4B | 1,226,390,352 | 67 | 319 | 522 | 0.3% |
| Q4 2021 | 1,334 | $71.3B | 1,310,344,831 | 87 | 341 | 495 | 0.4% |
| Q3 2021 | 1,265 | $69.0B | 1,328,168,387 | 97 | 373 | 438 | 0.4% |
| Q2 2021 | 1,241 | $57.4B | 1,175,346,135 | 116 | 378 | 426 | 0.5% |
| Q1 2021 | 1,204 | $73.6B | 1,741,104,986 | 91 | 329 | 504 | 0.2% |
| Q4 2020 | 1,210 | $68.2B | 1,803,731,136 | 145 | 287 | 483 | 0.1% |
| Q3 2020 | 1,080 | $50.0B | 1,635,668,203 | 147 | 216 | 518 | 0.2% |
| Q2 2020 | 1,004 | $39.5B | 1,772,502,213 | 979 | 13 | 7 | 0.1% |
| 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% |