CARRIER GLOBAL Corp - Common Stock, par value $0.01 per share (CARR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
CARR on NYSE
Shares outstanding
857,433,373
Price per share
$52.84
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
708,175,824
Total reported value
$42,271,130,175
% of total 13F portfolios
0.02%
Share change
-11,648,075
Value change
-$895,762,371
Number of holders
1,467
Price from insider filings
$52.84
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CARRIER GLOBAL Corp - Common Stock, par value $0.01 per share (CARR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Capital Research Global Investors 8.4% $4,458,245,770 75,499,505 Capital Research Global Investors 31 Dec 2024
Capital International Investors 7% -18% $3,549,524,021 -$995,117,096 60,110,483 -22% Capital International Investors 31 Mar 2025
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% $1,754,542,021 29,712,820 Capital World Investors 31 Mar 2025

As of 30 Sep 2025, 1,467 institutional investors reported holding 708,175,824 shares of CARRIER GLOBAL Corp - Common Stock, par value $0.01 per share (CARR). This represents 83% of the company’s total 857,433,373 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CARRIER GLOBAL Corp - Common Stock, par value $0.01 per share (CARR) together control 61% 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% 93,126,207 -0.26% 0.08% $5,559,634,558
Capital Research Global Investors 8.8% 75,366,127 +0.19% 0.84% $4,499,330,477
Capital International Investors 6.8% 57,982,302 +6.7% 0.56% $3,461,142,008
BlackRock, Inc. 6.3% 53,938,345 +0.47% 0.06% $3,220,119,168
JPMORGAN CHASE & CO 4.3% 36,953,026 -4.1% 0.14% $2,206,106,293
STATE STREET CORP 3.9% 33,377,339 +1.4% 0.07% $1,992,627,138
Capital World Investors 3.2% 27,152,708 -5.9% 0.22% $1,620,942,253
GEODE CAPITAL MANAGEMENT, LLC 2% 17,351,316 +1% 0.07% $1,030,894,342
Fisher Asset Management, LLC 1.8% 15,139,140 +0.6% 0.33% $903,806,728
Dodge & Cox 1.6% 13,427,697 +5.1% 0.43% $801,633,511
MORGAN STANLEY 1.3% 11,546,497 -12% 0.04% $689,326,074
BROWN ADVISORY INC 1.2% 10,627,069 +3.4% 0.83% $634,437,491
Nuveen, LLC 1.2% 10,397,062 -10% 0.16% $620,704,601
NORTHERN TRUST CORP 0.98% 8,361,004 -0.84% 0.06% $499,151,939
Bank of New York Mellon Corp 0.79% 6,740,099 +29% 0.07% $402,383,966
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.78% 6,666,081 -16% 0.09% $397,965,035
Fiera Capital Corp 0.77% 6,574,673 -3.3% 1.3% $392,507,978
DIMENSIONAL FUND ADVISORS LP 0.71% 6,076,656 +11% 0.08% $362,731,516
PineStone Asset Management Inc. 0.62% 5,315,444 +0.28% 2% $317,332,007
SCHRODER INVESTMENT MANAGEMENT GROUP 0.62% 5,274,515 -21% 0.25% $314,888,546
Artisan Partners Limited Partnership 0.6% 5,152,640 +4% 0.44% $307,612,608
GOLDMAN SACHS GROUP INC 0.6% 5,129,737 -19% 0.04% $306,245,249
BANK OF AMERICA CORP /DE/ 0.6% 5,123,819 -3.5% 0.02% $305,891,999
Legal & General Group Plc 0.57% 4,845,332 +3.8% 0.06% $289,266,318
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.55% 4,751,881 +0.67% 0.05% $283,687,296

Institutional Holders of CARRIER GLOBAL Corp - Common Stock, par value $0.01 per share (CARR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 18,070,921 $955,829,764 +$309,619,888 $52.84 155
2025 Q3 708,175,824 $42,271,130,175 -$895,762,371 $59.70 1,467
2025 Q2 719,726,850 $52,671,058,789 +$774,275,588 $73.19 1,567
2025 Q1 709,573,288 $44,967,189,258 -$1,566,892,751 $63.40 1,500
2024 Q4 732,217,174 $49,989,540,984 -$763,930,827 $68.26 1,521
2024 Q3 739,067,514 $59,475,335,154 -$957,826,777 $80.49 1,529
2024 Q2 753,672,543 $47,539,729,597 +$398,312,755 $63.08 1,424
2024 Q1 746,974,862 $43,400,003,064 -$908,734,135 $58.13 1,396
2023 Q4 2,075,304 $119,228,376 +$4,906,015 $57.45 18
2023 Q3 768,346,226 $42,398,298,758 +$303,887,170 $55.20 1,276
2023 Q2 754,392,769 $37,480,427,940 +$1,489,740,551 $49.71 1,225
2023 Q1 723,708,335 $33,087,211,730 +$795,003,483 $45.75 1,203
2022 Q4 706,930,959 $29,178,236,858 -$182,164,805 $41.25 1,180
2022 Q3 705,294,697 $25,094,096,335 +$20,399,710 $35.56 1,109
2022 Q2 721,125,449 $25,707,076,977 -$391,475,087 $35.66 1,132
2022 Q1 736,734,466 $33,812,832,803 +$128,229,754 $45.87 1,223
2021 Q4 734,905,493 $39,829,707,798 -$445,267,454 $54.24 1,308
2021 Q3 739,502,416 $38,277,326,682 +$372,468,473 $51.76 1,245
2021 Q2 733,263,852 $35,628,342,743 +$62,017,473 $48.60 1,219
2021 Q1 732,383,658 $30,910,057,672 -$16,937,152 $42.22 1,189
2020 Q4 728,317,400 $27,471,737,764 +$443,819,070 $37.72 1,179
2020 Q3 726,263,319 $22,171,302,404 -$106,614,072 $30.54 1,041
2020 Q2 727,869,164 $16,176,635,382 +$15,997,848,655 $22.22 970
2020 Q1 6,713,060 $115,151,000 +$114,982,977 $17.21 27
2019 Q4 22,959 $1,116,000 $0 $48.61 1
2019 Q3 22,959 $1,116,000 $0 $48.61 1
2019 Q2 22,959 $1,116,000 $0 $48.61 1
2019 Q1 22,959 $1,116,000 $0 $48.61 1