| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 8.4% | $4,534,500,270 | 75,499,505 | Capital Research Global Investors | 31 Dec 2024 | |||
| Viessmann Generations Group GmbH & Co. KG | 5.8% | $3,131,634,777 | 50,074,109 | Viessmann Generations Group GmbH & Co. KG | 05 Jun 2025 | |||
| Capital World Investors | 3.4% | $1,784,551,969 | 29,712,820 | Capital World Investors | 31 Mar 2025 | |||
| Capital International Investors | 3% | -57% | $1,328,047,641 | -$1,848,190,281 | 25,133,377 | -58% | Capital International Investors | 31 Dec 2025 |
As of 31 Dec 2025, 1,465 institutional investors reported holding 698,914,611 shares of CARRIER GLOBAL Corp - Common Stock (CARR). This represents 83% of the company’s total 837,779,233 outstanding shares.
The largest institutional shareholders of CARRIER GLOBAL Corp - Common Stock (CARR) together control 59% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11% | 92,665,185 | -0.5% | 0.07% | $4,896,428,376 |
| Capital Research Global Investors | 8.9% | 74,737,790 | -0.83% | 0.73% | $3,949,175,350 |
| BlackRock, Inc. | 6.9% | 57,389,636 | +6.4% | 0.05% | $3,032,468,400 |
| JPMORGAN CHASE & CO | 4.5% | 37,718,873 | +2.1% | 0.13% | $1,993,065,419 |
| STATE STREET CORP | 4% | 33,728,829 | +1.1% | 0.06% | $1,782,231,324 |
| Capital International Investors | 3% | 24,902,054 | -57% | 0.21% | $1,316,075,655 |
| Capital World Investors | 2.7% | 22,653,471 | -17% | 0.16% | $1,197,087,476 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 17,314,406 | -0.21% | 0.06% | $910,721,654 |
| Fisher Asset Management, LLC | 1.8% | 14,795,099 | -2.3% | 0.27% | $781,773,059 |
| Dodge & Cox | 1.6% | 13,421,292 | -0.05% | 0.38% | $709,181,069 |
| MORGAN STANLEY | 1.4% | 11,757,448 | +1.8% | 0.04% | $621,263,726 |
| BROWN ADVISORY INC | 1.2% | 10,231,691 | -3.7% | 0.75% | $540,643,658 |
| NORTHERN TRUST CORP | 0.95% | 7,950,420 | -4.9% | 0.05% | $420,100,192 |
| NORGES BANK | 0.86% | 7,197,188 | 0.04% | $380,299,414 | |
| PineStone Asset Management Inc. | 0.85% | 7,153,429 | +35% | 2.3% | $377,987,188 |
| Fiera Capital Corp | 0.83% | 6,923,485 | +5.3% | 1.2% | $365,836,948 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.73% | 6,097,098 | -8.5% | 0.07% | $322,170,657 |
| Nuveen, LLC | 0.73% | 6,078,576 | -42% | 0.08% | $321,191,956 |
| DIMENSIONAL FUND ADVISORS LP | 0.72% | 6,044,588 | -0.53% | 0.07% | $319,425,368 |
| GOLDMAN SACHS GROUP INC | 0.71% | 5,974,826 | +16% | 0.05% | $315,709,813 |
| BANK OF AMERICA CORP /DE/ | 0.69% | 5,761,355 | +12% | 0.02% | $304,430,013 |
| D. E. Shaw & Co., Inc. | 0.64% | 5,341,850 | +365% | 0.21% | $282,263,354 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.63% | 5,247,094 | -0.52% | 0.21% | $277,256,446 |
| Bank of New York Mellon Corp | 0.59% | 4,904,148 | -27% | 0.05% | $259,135,180 |
| Invesco Ltd. | 0.58% | 4,871,584 | +17% | 0.04% | $257,414,520 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 698,914,611 | $36,959,231,785 | -$483,131,175 | $52.84 | 1,465 |
| 2025 Q3 | 708,382,137 | $42,283,403,470 | -$889,972,206 | $59.70 | 1,475 |
| 2025 Q2 | 719,726,850 | $52,671,058,789 | +$774,275,760 | $73.19 | 1,567 |
| 2025 Q1 | 710,262,076 | $45,010,610,439 | -$1,565,213,495 | $63.40 | 1,505 |
| 2024 Q4 | 733,317,904 | $50,063,920,843 | -$1,308,521,715 | $68.26 | 1,543 |
| 2024 Q3 | 747,945,747 | $60,189,911,449 | -$308,356,662 | $80.49 | 1,539 |
| 2024 Q2 | 753,042,425 | $47,500,002,752 | -$80,684,122 | $63.08 | 1,438 |
| 2024 Q1 | 754,077,463 | $43,812,878,212 | -$251,149,888 | $58.13 | 1,399 |
| 2023 Q4 | 758,858,673 | $43,587,083,672 | -$1,046,655,919 | $57.45 | 1,387 |
| 2023 Q3 | 777,272,814 | $42,891,061,983 | +$339,674,513 | $55.20 | 1,301 |
| 2023 Q2 | 769,851,721 | $38,248,884,474 | +$1,816,409,563 | $49.71 | 1,246 |
| 2023 Q1 | 733,294,876 | $33,514,572,778 | +$794,892,124 | $45.75 | 1,223 |
| 2022 Q4 | 716,420,374 | $29,569,696,505 | -$61,615,028 | $41.25 | 1,202 |
| 2022 Q3 | 718,185,229 | $25,539,407,481 | -$201,434,307 | $35.56 | 1,130 |
| 2022 Q2 | 724,114,030 | $25,825,749,673 | -$417,064,076 | $35.66 | 1,151 |
| 2022 Q1 | 737,767,899 | $33,860,776,360 | +$67,148,086 | $45.87 | 1,242 |
| 2021 Q4 | 735,756,990 | $39,877,421,367 | -$474,101,782 | $54.24 | 1,322 |
| 2021 Q3 | 741,821,431 | $38,399,354,721 | +$369,547,334 | $51.76 | 1,252 |
| 2021 Q2 | 733,777,945 | $35,654,942,949 | +$48,609,858 | $48.60 | 1,226 |
| 2021 Q1 | 735,643,559 | $31,048,357,064 | -$3,805,675 | $42.22 | 1,199 |
| 2020 Q4 | 735,871,526 | $27,756,714,634 | +$392,988,447 | $37.72 | 1,193 |
| 2020 Q3 | 726,565,711 | $22,181,942,744 | -$97,354,844 | $30.54 | 1,049 |
| 2020 Q2 | 732,436,767 | $16,279,220,061 | +$16,128,347,025 | $22.22 | 986 |
| 2020 Q1 | 6,714,385 | $115,166,000 | +$114,998,000 | $17.16 | 28 |
| 2019 Q4 | 22,959 | $1,116,000 | $48.61 | 1 | |
| 2019 Q3 | 22,959 | $1,116,000 | $48.61 | 1 | |
| 2019 Q2 | 22,959 | $1,116,000 | $48.61 | 1 | |
| 2019 Q1 | 22,959 | $1,116,000 | $48.61 | 1 |