Who owns Carrier Global (CARR)
Which tracked institutional funds hold CARR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CARR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CARR is one-sided between 2026-Q1 and 2026-Q2: 579 added or opened and 131 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CARR’s largest tracked holder by dollar value, Capital Research Global Investors, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CARR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1563 tracked filers holding CARR, 784 increased or opened the position and 699 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CARR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 63
- ADAMS DIVERSIFIED EQUITY FUND, INC.$19M
- Aventail Capital Group, LP$17M
- Night Squared LP$14M
- Sone Capital Management, LLC$14M
- FIL Ltd$12M
- Nykredit A/S$12M
Full exits 78
- Amundi$176M
- DekaBank Deutsche Girozentrale$74M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$71M
- CANADA LIFE ASSURANCE Co$59M
- Reynders McVeigh Capital Management, LLC$50M
- HighTower Advisors, LLC$47M
Largest adds
- BlackRock, Inc.$2.4B
- Capital Research Global Investors$1.2B
- VANGUARD CAPITAL MANAGEMENT LLC$871M
- STATE STREET CORP$635M
- JPMORGAN CHASE & CO$632M
- VANGUARD PORTFOLIO MANAGEMENT LLC$626M
Largest trims
- Capital International Investors$581M
- BARCLAYS PLC$98M
- UBS Group AG$73M
- FIDUCIARY MANAGEMENT INC /WI/$60M
- BROWN ADVISORY INC$45M
- Diamond Hill Capital Management, LLC (Investment Advisor)$32M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital Research Global Investors trimmed | 106,065,347 | $7.8B | 16.3% | 2026-Q2 |
| BlackRock, Inc. added | 67,176,195 | $4.9B | 10.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 51,284,274 | $3.8B | 7.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 36,565,910 | $2.7B | 5.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 34,487,524 | $2.5B | 5.3% | 2026-Q2 |
| STATE STREET CORP added | 34,386,031 | $2.5B | 5.3% | 2026-Q2 |
| DODGE & COX added | 27,475,603 | $2.0B | 4.2% | 2026-Q2 |
| Capital World Investors trimmed | 19,334,704 | $1.4B | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 17,699,114 | $1.3B | 2.7% | 2026-Q2 |
| Fisher Asset Management, LLC added | 13,047,300 | $957M | 2.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 10,957,072 | $804M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 8,292,345 | $611M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 8,053,967 | $591M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 8,030,053 | $589M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 7,810,609 | $573M | 1.2% | 2026-Q2 |
| NORGES BANK trimmed | 7,631,155 | $560M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,765,820 | $496M | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 6,480,398 | $475M | 1.0% | 2026-Q2 |
| PineStone Asset Management Inc. trimmed | 6,333,408 | $465M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 6,011,257 | $441M | 0.9% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 5,897,380 | $433M | 0.9% | 2026-Q2 |
| Fiera Capital Corp trimmed | 5,815,777 | $427M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 5,734,737 | $421M | 0.9% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 5,716,732 | $419M | 0.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 5,634,669 | $317M | 0.7% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 5,600,304 | $411M | 0.9% | 2026-Q2 |
| Invesco Ltd. trimmed | 5,220,533 | $383M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,012,629 | $368M | 0.8% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 4,549,041 | $334M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 4,525,082 | $332M | 0.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 4,394,901 | $322M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 4,390,464 | $322M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,009,409 | $294M | 0.6% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ added | 3,866,183 | $284M | 0.6% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 3,420,836 | $251M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 3,406,755 | $250M | 0.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,322,503 | $244M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 3,025,970 | $222M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,855,847 | $209M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,820,892 | $207M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,541,376 | $186M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 2,446,235 | $179M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,332,587 | $171M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 2,265,376 | $166M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,248,891 | $165M | 0.3% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 2,178,506 | $160M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 2,120,585 | $156M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 2,081,100 | $153M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 2,079,144 | $153M | 0.3% | 2026-Q2 |
| Gates Capital Management, Inc. trimmed | 1,991,308 | $146M | 0.3% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 1,923,538 | $141M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,863,857 | $137M | 0.3% | 2026-Q2 |
| Bahl & Gaynor LLC added | 1,825,329 | $134M | 0.3% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 1,788,605 | $131M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,731,719 | $127M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,703,787 | $125M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,684,469 | $124M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,683,123 | $123M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 1,620,099 | $119M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,616,597 | $119M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,589,619 | $117M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,518,196 | $111M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,420,931 | $104M | 0.2% | 2026-Q2 |
| FMR LLC added | 1,401,686 | $103M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 1,382,491 | $101M | 0.2% | 2026-Q2 |
| SUMMITRY LLC trimmed | 1,366,130 | $100M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 1,324,118 | $97M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 1,305,110 | $96M | 0.2% | 2026-Q2 |
| Ensign Peak Advisors, Inc added | 1,301,251 | $95M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 1,286,042 | $94M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 1,178,695 | $86M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 1,150,857 | $84M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,144,913 | $84M | 0.2% | 2026-Q2 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC added | 1,142,186 | $84M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,112,138 | $82M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 1,095,224 | $80M | 0.2% | 2026-Q2 |
| Aberdeen Group plc added | 1,015,556 | $74M | 0.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,005,951 | $93M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP added | 1,005,203 | $74M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 1,002,330 | $74M | 0.2% | 2026-Q2 |
| Canoe Financial LP trimmed | 998,100 | $73M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 981,755 | $72M | 0.2% | 2026-Q2 |
| CI INVESTMENTS INC. added | 965,695 | $71M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 952,345 | $70M | 0.1% | 2026-Q2 |
| Impax Asset Management Group plc trimmed | 918,354 | $67M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 897,715 | $66M | 0.1% | 2026-Q2 |
| ONTARIO TEACHERS PENSION PLAN BOARD trimmed | 890,797 | $65M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 873,387 | $64M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 813,211 | $60M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK added | 791,811 | $58M | 0.1% | 2026-Q2 |
| Albar Capital Partners LLP trimmed | 790,767 | $58M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 784,924 | $58M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 784,894 | $58M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 751,972 | $55M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 682,282 | $50M | 0.1% | 2026-Q2 |
| Korea Investment CORP added | 676,880 | $50M | 0.1% | 2026-Q2 |
| AVIVA PLC trimmed | 662,649 | $49M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 660,024 | $48M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 647,900 | $48M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 642,339 | $47M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.