Carrier Global Corp (CARR) Ownership

68.49 ↑1.80 (2.70%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Capital Research Global Investors is the biggest individual institutional holder of Carrier Global Corp (CARR), owning a total of 95.2 million shares. Combined, the top 35 institutional holders of CARR own 75.65% of the company with a total of 676.4 million shares.

In the latest ownership report on September 30th 2024, the top 35 institutional holders decreased their combined ownership of CARR by 13.5 million shares. 8 institutions bought 5,571,897 total additional shares and increased their ownership by an average of 5.89%. However 10 institutions sold 19,077,655 total shares and decreased their ownership by an average of 8.7%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Carrier Global Corp decreased by a net total of -13,505,758 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Research Global Investors10.598%-0.280%95,209,717-267,2752024-09-30
Vanguard Group Inc10.598%0.662%95,204,977626,4712024-09-30
Capital Research & Mgmt Co - Division 39.432%1.672%84,729,1181,393,3982024-09-30
Capital World Investors5.289%-2.212%47,509,626-1,074,5382024-09-30
State Street Corp3.747%1.413%33,665,505469,1082024-09-30
JPMorgan Chase & Co3.210%-6.327%28,833,396-1,947,5812024-09-30
Geode Capital Management, LLC1.885%1.739%16,937,689289,4392024-09-30
Dodge & Cox1.597%-0.143%14,346,499-20,5252024-09-30
Fisher Asset Management, LLC1.588%1.926%14,267,109269,5382024-09-30
Nuveen Asset Management, LLC1.301%-8.542%11,686,928-1,091,5902024-09-30
Morgan Stanley - Brokerage Accounts1.198%-56.012%10,763,285-13,705,1252024-09-30
FMR Inc0.972%36.218%8,729,0732,320,9092024-09-30
Northern Trust Corp0.844%-3.454%7,581,240-271,2352024-09-30
Fiera Capital Corporation0.844%-4.556%7,577,912-361,7482024-09-30
Legal & General Group PLC0.699%-2.905%6,280,610-187,9022024-09-30
UBS Asset Mgmt Americas Inc0.667%1.887%5,993,169110,9882024-09-30
Pictet Asset Manangement SA0.663%1.570%5,954,66892,0462024-09-30
Bank of New York Mellon Corp0.633%-2.573%5,684,662-150,1362024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Research Global Investors10.598%-0.280%95,209,717-267,2752024-09-30
Vanguard Group Inc10.598%0.662%95,204,977626,4712024-09-30
Capital Research & Mgmt Co - Division 39.432%1.672%84,729,1181,393,3982024-09-30
BlackRock Inc5.835%-8.530%52,420,443-4,888,3872024-06-30
Capital World Investors5.289%-2.212%47,509,626-1,074,5382024-09-30
State Street Corp3.747%1.413%33,665,505469,1082024-09-30
State Street Corporation3.688%-0.144%33,289,052-48,0392024-03-31
JPMorgan Chase & Co3.210%-6.327%28,833,396-1,947,5812024-09-30
Geode Capital Management, LLC1.885%1.739%16,937,689289,4392024-09-30
Dodge & Cox1.597%-0.143%14,346,499-20,5252024-09-30
Fisher Asset Management, LLC1.588%1.926%14,267,109269,5382024-09-30
Nuveen Asset Management, LLC1.301%-8.542%11,686,928-1,091,5902024-09-30
Morgan Stanley - Brokerage Accounts1.198%-56.012%10,763,285-13,705,1252024-09-30
FMR Inc0.972%36.218%8,729,0732,320,9092024-09-30
Goldman Sachs Group Inc0.918%121.897%8,275,0424,545,8192023-12-31
NORGES BANK0.894%3.841%8,034,121297,1892024-06-30
Northern Trust Corp0.844%-3.454%7,581,240-271,2352024-09-30
Fiera Capital Corporation0.844%-4.556%7,577,912-361,7482024-09-30
Renaissance Technologies Corp0.798%25.774%6,674,7311,367,8002022-06-30
Balyasny Asset Management LLC0.795%5,728.530%6,659,2076,544,9552023-03-31
Victory Capital Management Inc.0.769%15.328%6,449,842857,2262023-06-30
StonePine Asset Management Inc.0.715%139.718%6,418,8833,741,2062024-06-30
Legal & General Group PLC0.699%-2.905%6,280,610-187,9022024-09-30
UBS Asset Mgmt Americas Inc0.667%1.887%5,993,169110,9882024-09-30
Pictet Asset Manangement SA0.663%1.570%5,954,66892,0462024-09-30
T. Rowe Price Associates, Inc.0.656%45.998%5,889,4741,855,5332024-06-30
Dimensional Fund Advisors, Inc.0.639%-17.108%5,742,124-1,185,1332023-09-30
Bank of New York Mellon Corp0.633%-2.573%5,684,662-150,1362024-09-30
Citadel Advisors Llc0.670%15.617%5,596,307755,9102022-09-30
Amvescap Plc.0.637%1.031%5,332,10454,4062023-03-31
Diamond Hill Capital Management Inc0.606%-8.730%5,068,697-484,7912022-09-30
Burgundy Asset Management Ltd0.604%-0.395%5,044,274-19,9992022-12-31
Bank of America Corp0.554%3.542%4,973,001170,1372023-09-30
PRIMECAP Management Company0.587%-0.094%4,909,172-4,6002022-09-30
Charles Schwab Investment Management Inc0.520%1.415%4,693,85965,4702024-03-31

Mutual Fund Ownership

Capital Group Growth Fnd of Amer Comp is the biggest individual fund holder of Carrier Global Corp (CARR), owning a total of 41.6 million shares. Combined, the top 27 mutual fund holders of CARR own 58.92% of the company with a total of 523.6 million shares.

In the latest ownership report on October 31st 2024, the top 27 fund holders increased their combined ownership of CARR by 184 thousand shares. 2 funds bought 296,575 total additional shares and increased their ownership by an average of 0.69%. However 2 funds sold 112,663 total shares and decreased their ownership by an average of 0.26%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Carrier Global Corp increased by a net total of 183,912 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.015%-0.352%27,084,076-95,7372024-10-31
Vanguard Institutional 500 Index Trust2.477%1.199%22,254,303263,6662024-10-31
Vanguard Mid Cap Index Institutional2.025%0.181%18,195,35832,9092024-10-31
Fidelity 500 Index1.147%-0.164%10,303,829-16,9262024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Group Growth Fnd of Amer Comp4.627%-0.181%41,570,337-75,2452024-09-30
American Funds Growth Fund of Amer A4.627%-0.181%41,570,337-75,2452024-09-30
American Funds Invmt Co of Amer A3.981%-0.024%35,762,298-8,4672024-09-30
Capital Group Investment Co of Amer Comp3.981%-0.024%35,762,298-8,4672024-09-30
Vanguard Total Stock Mkt Idx Inv3.015%-0.352%27,084,076-95,7372024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.080%1.615%25,838,386410,7522023-03-31
Vanguard Institutional 500 Index Trust2.477%1.199%22,254,303263,6662024-10-31
American Funds American Balanced A2.288%0.000%20,556,21002024-09-30
Vanguard 500 Index Investor2.400%0.581%20,106,172116,0462023-08-31
Capital Group New Perspective Comp2.186%-1.241%19,638,603-246,8002024-09-30
American Funds New Perspective A2.186%-1.241%19,638,603-246,8002024-09-30
Vanguard Mid Cap Index Institutional2.025%0.181%18,195,35832,9092024-10-31
Capital Group Fundamental Invtrs Comp1.782%-0.831%16,011,606-134,1782024-09-30
American Funds Fundamental Invs A1.782%-0.831%16,011,606-134,1782024-09-30
Capital Group Wrld Grwth & Inc Trust Cmp1.857%0.000%15,504,21902022-12-31
Capital Group AMCAP Composite1.706%0.235%15,323,28535,9152024-09-30
VA CollegeAmerica Amcap 529A1.706%0.235%15,323,28535,9152024-09-30
American Funds American Mutual A1.600%-0.058%14,375,254-8,3842024-09-30
Capital Group American Mutual Comp1.600%-0.058%14,375,254-8,3842024-09-30
Capital Group World Growth & Inc Cmp1.512%-3.558%13,584,731-501,1412024-09-30
American Funds Capital World Gr&Inc A1.512%-3.558%13,584,731-501,1412024-09-30
Dodge & Cox Stock I1.191%0.000%10,694,77902024-09-30
SPDR® S&P 500 ETF Trust1.233%-0.698%10,341,606-72,7082023-12-31
Fidelity 500 Index1.147%-0.164%10,303,829-16,9262024-10-31
American Funds Washington Mutual A1.135%-3.548%10,224,599-376,1012024-03-31
Capital Group Wash Mutual Invtrs Comp1.133%-3.548%10,224,599-376,1012024-03-31
Fidelity® 500 Index1.156%0.803%9,698,60277,2632023-10-31

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