Carrier Global Corp (CARR) Ownership

59.05 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Carrier Global Corp (CARR), owning a total of 95.3 million shares. Combined, the top 36 institutional holders of CARR own 74.98% of the company with a total of 649 million shares.

In the latest ownership report on December 31st 2024, the top 36 institutional holders decreased their combined ownership of CARR by 52.1 million shares. 13 institutions bought 14,593,517 total additional shares and increased their ownership by an average of 456.89%. However 9 institutions sold 66,695,372 total shares and decreased their ownership by an average of 13.77%.

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 -52,101,855 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.032%0.114%95,312,994108,0172024-12-31
Capital Research Global Investors8.739%-20.702%75,499,505-19,710,2122024-12-31
Capital Research & Mgmt Co - Division 38.659%-11.700%74,815,929-9,913,1892024-12-31
BlackRock Inc6.404%4.171%55,325,0662,215,3432024-12-31
Capital World Investors5.187%-5.675%44,813,522-2,696,1042024-12-31
State Street Corp3.931%0.888%33,964,309298,8042024-12-31
JPMorgan Chase & Co3.062%-54.119%26,457,940-31,208,8522024-12-31
Geode Capital Management, LLC2.009%2.480%17,357,770420,0812024-12-31
Fisher Asset Management, LLC1.657%0.324%14,313,33146,2222024-12-31
Dodge & Cox1.656%-0.283%14,305,840-40,6592024-12-31
Morgan Stanley - Brokerage Accounts1.538%23.435%13,285,6452,522,3602024-12-31
Nuveen Asset Management, LLC1.137%-15.937%9,824,367-1,862,5612024-12-31
Northern Trust Corp1.024%16.701%8,847,3771,266,1372024-12-31
NORGES BANK0.997%7.225%8,614,554580,4332024-12-31
FMR Inc0.913%-9.677%7,884,392-844,6812024-12-31
Fiera Capital Corporation0.837%-4.624%7,227,508-350,4042024-12-31
UBS Asset Mgmt Americas Inc0.802%15.633%6,930,061936,8922024-12-31
Pictet Asset Manangement SA0.704%2.119%6,080,842126,1742024-12-31
Bank of New York Mellon Corp0.650%-1.209%5,615,952-68,7102024-12-31
Goldman Sachs Group Inc0.628%24.382%5,429,1941,064,2532024-12-31
Wealthfront Advisers LLC0.576%5,840.080%5,000,0004,915,8262024-12-31
Charles Schwab Investment Management Inc0.539%1.960%4,837,38292,9752024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.032%0.114%95,312,994108,0172024-12-31
Capital Research Global Investors8.739%-20.702%75,499,505-19,710,2122024-12-31
Capital Research & Mgmt Co - Division 38.659%-11.700%74,815,929-9,913,1892024-12-31
BlackRock Inc6.404%4.171%55,325,0662,215,3432024-12-31
Capital World Investors5.187%-5.675%44,813,522-2,696,1042024-12-31
State Street Corp3.931%0.888%33,964,309298,8042024-12-31
State Street Corporation3.688%-0.144%33,289,052-48,0392024-03-31
JPMorgan Chase & Co3.062%-54.119%26,457,940-31,208,8522024-12-31
Geode Capital Management, LLC2.009%2.480%17,357,770420,0812024-12-31
Fisher Asset Management, LLC1.657%0.324%14,313,33146,2222024-12-31
Dodge & Cox1.656%-0.283%14,305,840-40,6592024-12-31
Morgan Stanley - Brokerage Accounts1.538%23.435%13,285,6452,522,3602024-12-31
Nuveen Asset Management, LLC1.137%-15.937%9,824,367-1,862,5612024-12-31
Northern Trust Corp1.024%16.701%8,847,3771,266,1372024-12-31
NORGES BANK0.997%7.225%8,614,554580,4332024-12-31
FMR Inc0.913%-9.677%7,884,392-844,6812024-12-31
Fiera Capital Corporation0.837%-4.624%7,227,508-350,4042024-12-31
UBS Asset Mgmt Americas Inc0.802%15.633%6,930,061936,8922024-12-31
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
Pictet Asset Manangement SA0.704%2.119%6,080,842126,1742024-12-31
Dimensional Fund Advisors, Inc.0.639%-17.108%5,742,124-1,185,1332023-09-30
Bank of New York Mellon Corp0.650%-1.209%5,615,952-68,7102024-12-31
Citadel Advisors Llc0.670%15.617%5,596,307755,9102022-09-30
Goldman Sachs Group Inc0.628%24.382%5,429,1941,064,2532024-12-31
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
Wealthfront Advisers LLC0.576%5,840.080%5,000,0004,915,8262024-12-31
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 Inc0.539%1.960%4,837,38292,9752024-12-31
T. Rowe Price Associates, Inc.0.537%-18.159%4,820,021-1,069,4532024-09-30

Mutual Fund Ownership

American Funds Invmt Co of Amer A is the biggest individual fund holder of Carrier Global Corp (CARR), owning a total of 32.5 million shares. Combined, the top 29 mutual fund holders of CARR own 57.35% of the company with a total of 494.4 million shares.

In the latest ownership report on February 28th 2025, the top 29 fund holders increased their combined ownership of CARR by 253 thousand shares. 3 funds bought 329,554 total additional shares and increased their ownership by an average of 0.49%. However 1 funds sold 76,440 total shares and decreased their ownership by an average of 0.74%.

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 253,114 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 Inv3.111%0.347%26,877,28092,8502025-02-28
Vanguard Institutional 500 Index Trust2.678%0.686%23,137,131157,5872025-02-28
Vanguard Mid Cap Index Institutional2.131%0.432%18,409,48679,1172025-02-28
SPDR® S&P 500® ETF Trust1.194%-0.735%10,318,380-76,4402025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds Invmt Co of Amer A3.765%-9.039%32,529,920-3,232,3782024-12-31
Capital Group Investment Co of Amer Comp3.765%-9.039%32,529,920-3,232,3782024-12-31
American Funds Growth Fund of Amer A3.185%-33.796%27,521,132-14,049,2052024-12-31
Capital Group Growth Fnd of Amer Comp3.185%-33.796%27,521,132-14,049,2052024-12-31
Vanguard Total Stock Mkt Idx Inv3.111%0.347%26,877,28092,8502025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.080%1.615%25,838,386410,7522023-03-31
Vanguard Institutional 500 Index Trust2.678%0.686%23,137,131157,5872025-02-28
Vanguard 500 Index Investor2.400%0.581%20,106,172116,0462023-08-31
Vanguard Mid Cap Index Institutional2.131%0.432%18,409,48679,1172025-02-28
American Funds New Perspective A2.093%-7.926%18,081,963-1,556,6402024-12-31
Capital Group New Perspective Comp2.093%-7.926%18,081,963-1,556,6402024-12-31
Capital Group Wrld Grwth & Inc Trust Cmp1.857%0.000%15,504,21902022-12-31
American Funds American Balanced A1.787%-24.886%15,440,551-5,115,6592024-12-31
American Funds AMCAP A1.681%-5.195%14,527,322-795,9632024-12-31
Capital Group AMCAP Composite1.681%-5.195%14,527,322-795,9632024-12-31
VA CollegeAmerica Amcap 529A1.617%-5.195%14,527,322-795,9632024-12-31
Capital Group Fundamental Invtrs Comp1.673%-9.710%14,456,879-1,554,7272024-12-31
American Funds Fundamental Invs A1.673%-9.710%14,456,879-1,554,7272024-12-31
Capital Group American Mutual Comp1.639%-1.479%14,162,595-212,6592024-12-31
American Funds American Mutual A1.639%-1.479%14,162,595-212,6592024-12-31
Dodge & Cox Stock I1.237%-0.100%10,684,079-10,7002024-12-31
Fidelity 500 Index1.204%0.443%10,404,06445,9052025-01-31
SPDR® S&P 500 ETF Trust1.233%-0.698%10,341,606-72,7082023-12-31
SPDR® S&P 500® ETF Trust1.194%-0.735%10,318,380-76,4402025-02-28
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
American Funds Capital World Gr&Inc A1.157%-26.022%10,049,688-3,535,0432024-12-31
Capital Group World Growth & Inc Cmp1.163%-26.022%10,049,688-3,535,0432024-12-31
Fidelity® 500 Index1.156%0.803%9,698,60277,2632023-10-31

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