Carrier Global Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 116.39 M | $6.55 B | 55.73% | 13.87% |
| BLACKROCK, INC. | 05/13/2026 | 57.88 M | $3.26 B | 0.85% | 6.90% |
| 05/15/2026 | 51.34 M | $2.89 B | 100.00% | 6.12% | |
| 05/08/2026 | 36.51 M | $2.06 B | 100.00% | 4.35% | |
| JPMORGAN CHASE & CO | 05/13/2026 | 34.96 M | $1.90 B | -7.32% | 4.17% |
| STATE STREET CORP | 05/15/2026 | 33.51 M | $1.89 B | -0.65% | 3.99% |
| DODGE & COX | 05/14/2026 | 26.62 M | $1.50 B | 98.36% | 3.17% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 19.72 M | $1.11 B | -12.97% | 2.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 17.64 M | $989.12 M | 1.90% | 2.10% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 13.03 M | $733.71 M | -11.93% | 1.55% |
| MORGAN STANLEY | 05/15/2026 | 12.26 M | $690.43 M | 4.28% | 1.46% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 10.72 M | $603.33 M | -56.97% | 1.28% |
| BROWN ADVISORY INC | 05/15/2026 | 8.09 M | $455.76 M | -20.90% | 0.96% |
| NORTHERN TRUST CORP | 05/14/2026 | 8.05 M | $453.17 M | 1.23% | 0.96% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 7.94 M | $447.30 M | 32.90% | 0.95% |
| FIERA CAPITAL CORP | 05/12/2026 | 6.67 M | $375.37 M | -3.72% | 0.79% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 6.59 M | $371.23 M | 14.43% | 0.79% |
| STONEPINE ASSET MANAGEMENT INC. | 05/01/2026 | 6.57 M | $370.12 M | -8.12% | 0.78% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 6.51 M | $366.40 M | 6.72% | 0.78% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 6.29 M | $354.19 M | 4.08% | 0.75% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 5.94 M | $334.54 M | 24.19% | 0.71% |
| NUVEEN, LLC | 04/30/2026 | 5.64 M | $317.62 M | -7.21% | 0.67% |
| INVESCO LTD. | 05/12/2026 | 5.48 M | $308.73 M | 12.55% | 0.65% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 4.99 M | $271.27 M | -4.89% | 0.59% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 4.94 M | $261.25 M | 440.96% | 0.59% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 4.94 M | $277.96 M | 3.74% | 0.59% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 4.83 M | $271.86 M | -1.55% | 0.58% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 4.76 M | $267.84 M | 43.96% | 0.57% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 4.75 M | $267.72 M | -0.29% | 0.57% |
| UBS GROUP AG | 05/05/2026 | 4.48 M | $252.22 M | 103.02% | 0.53% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 4.43 M | $249.40 M | 100.00% | 0.53% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/13/2026 | 3.97 M | $223.72 M | -9.59% | 0.47% |
| PRIMECAP MANAGEMENT CO/CA/ | 05/11/2026 | 3.84 M | $216.24 M | 31.53% | 0.46% |
| CITADEL ADVISORS LLC | 05/15/2026 | 3.61 M | $203.38 M | -24.75% | 0.43% |
| FIDUCIARY MANAGEMENT INC /WI/ | 05/14/2026 | 3.57 M | $200.88 M | -10.19% | 0.43% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 3.50 M | $197.21 M | 367.55% | 0.42% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 3.33 M | $187.48 M | 12.00% | 0.40% |
| AMUNDI | 05/18/2026 | 3.13 M | $176.17 M | 20.25% | 0.37% |
| PICTET ASSET MANAGEMENT HOLDING SA | 04/22/2026 | 3.12 M | $175.89 M | -11.67% | 0.37% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 2.90 M | $163.34 M | 100.00% | 0.35% |
| BARCLAYS PLC | 05/15/2026 | 2.79 M | $157.17 M | 95.22% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 2.62 M | $147.76 M | 8.72% | 0.31% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.58 M | $145.45 M | -0.57% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 2.55 M | $142.64 M | 0.93% | 0.30% |
| GATES CAPITAL MANAGEMENT, INC. | 05/15/2026 | 2.49 M | $140.48 M | -22.53% | 0.30% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 2.46 M | $137.32 M | 92.46% | 0.29% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 2.44 M | $137.37 M | 1.49% | 0.29% |
| SWISS NATIONAL BANK | 05/07/2026 | 2.22 M | $125.27 M | 5.99% | 0.27% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 05/14/2026 | 2.10 M | $118.41 M | 13.74% | 0.25% |
| SEI INVESTMENTS CO | 05/13/2026 | 2.10 M | $118.36 M | 6.81% | 0.25% |
Carrier Global Corp institutional Ownership - FAQ's
During the previous two years, 1896 institutional investors and hedge funds held shares of Carrier Global Corp. The most heavily invested institutionals were:
Capital Research Global Investors: 116.39 M
BlackRock, Inc.: 57.88 M
JPMORGAN CHASE & CO: 34.96 M
STATE STREET CORP: 33.51 M
DODGE & COX: 26.62 M
Capital World Investors: 19.72 M
85.59% of Carrier Global Corp stock is owned by institutional investors.
Institutional investors have bought a total of 818.37 M shares in the last 24 months. This purchase volume represents approximately $48.06 B in transactions.