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Carrier Global (CARR) Institutional Ownership

Carrier Global logo
$63.96 -1.47 (-2.24%)
Closing price 08/6/2026 03:59 PM Eastern
Extended Trading
$64.41 +0.44 (+0.70%)
As of 09:04 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Carrier Global (NYSE:CARR)

Current
Institutional Ownership
Percentage
91.00%
Number of
Institutional Buyers
(last 12 months)
820
Total
Institutional Inflows
(last 12 months)
$6.99B
Number of
Institutional Sellers
(last 12 months)
713
Total
Institutional Outflows
(last 12 months)
$4.79B
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CARR Institutional Buying and Selling by Quarter

Carrier Global Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.1,863,857$136.71M0.1%N/A0.226%
8/7/2026OneDigital Investment Advisors LLC30,288$2.22M0.0%N/A0.004%
8/7/2026Plato Investment Management Ltd11,159$814K0.0%N/A0.001%
8/7/2026Bell Investment Advisors Inc6,750$495K0.1%N/A0.001%
8/7/2026AMG National Trust Bank22,028$1.62M0.0%N/A0.003%
8/7/2026Simplicity Wealth LLC25,557$1.88M0.1%N/A0.003%
8/7/2026N.E.W. Advisory Services LLC13,109$962K0.1%N/A0.002%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor 1,788,605$131.19M1.1%N/A0.217%
8/7/2026HBK Sorce Advisory LLC14,742$965K0.0%N/A0.002%
8/6/2026Northstar Financial Companies Inc.4,621$339K0.2%N/A0.001%
8/6/2026Barden Capital Management Inc.12,821$940K0.9%N/A0.002%
8/6/2026Flputnam Investment Management Co.11,807$866K0.0%N/A0.001%
8/6/2026Global Retirement Partners LLC17,289$1.27M0.0%N/A0.002%
8/6/20261ST Source Bank8,969$658K0.0%N/A0.001%
8/6/2026SCS Capital Management LLC6,236$457K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp8,053,967$590.76M0.1%N/A0.977%
8/6/2026Focus Partners Advisor Solutions LLC12,297$902K0.0%N/A0.001%
8/6/2026Kelleher Financial Advisors670$49K0.0%N/A0.000%
8/6/2026GSA Capital Partners LLP4,045$297K0.0%N/A0.000%
8/6/2026Stoneridge Investment Partners LLC9,126$564K0.4%N/A0.001%
8/6/2026One Wealth Advisors LLC11,046$810K0.1%N/A0.001%
8/6/2026Clearstead Trust LLC3,653$268K0.0%N/A0.000%
8/5/2026 Bridgewater Advisors Inc.5,162$323K0.0%N/A0.001%
8/3/2026 BIP Wealth LLC4,130$303K0.0%N/A0.001%
8/3/2026 Everett Harris & Co. CA14,888$1.09M0.0%N/A0.002%
8/3/2026 Dockside LLC32,496$2.38M0.6%N/A0.004%
7/10/2026 Abound Wealth Management1,089$80K0.0%-12.5%0.000%
7/10/2026 Whitener Capital Management Inc.3,026$222K0.0%N/A0.000%
7/10/2026 Cardinal Capital Management Inc.575,335$42.20M1.0%+7.1%0.069%
7/10/2026 Tema ETFs LLC17,567$1.29M0.0%+10.0%0.002%
7/10/2026 Clarus Wealth Advisors27,744$1.85M0.7%+3.7%0.003%
7/10/2026 Generali Investments Management Co LLC10,449$766K0.2%+321.2%0.001%
7/10/2026 E. Ohman J or Asset Management AB35,534$2.61M0.1%+37.5%0.004%
7/10/2026 Handelsbanken Fonder AB165,726$12.16M0.0%-16.0%0.020%
7/10/2026 City Holding Co.9,681$710K0.1%-4.4%0.001%
7/10/2026 Charles Schwab Trust Co4,000$293K0.0%N/A0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,379$248K0.0%N/A0.000%
7/10/2026 AdviceOne Advisory Services LLC230,386$16.90M9.5%-0.3%0.028%
7/10/2026 Wealthcare Advisory Partners LLC8,081$593K0.0%-15.6%0.001%
7/9/2026 Financial Management Professionals Inc.383$28K0.0%+142.4%0.000%
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7/9/2026 First Bank & Trust9,171$673K0.1%-5.3%0.001%
7/9/2026 Revolve Wealth Partners LLC3,522$258K0.0%N/A0.000%
7/9/2026 Franklin Street Advisors Inc. NC5,643$414K0.0%-18.8%0.001%
7/9/2026 Wealth Science Advisors LLC14,738$1.08M0.5%+2,202.8%0.002%
7/9/2026 Everhart Financial Group Inc.3,745$275K0.0%N/A0.000%
7/9/2026 Jacobs & Co. CA163,091$11.96M1.0%+0.6%0.020%
7/9/2026 Everpar Advisors LLC3,468$254K0.1%N/A0.000%
7/9/2026 Avity Investment Management Inc.194,484$14.27M0.9%+33.9%0.023%
7/9/2026 Breakwater Capital Group3,646$267K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC8,707$639K0.0%+10.4%0.001%
7/8/2026 Rockland Trust Co.7,285$534K0.0%-3.3%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.845$62K0.0%-22.8%0.000%
7/8/2026 First Heartland Consultants Inc.21,939$1.61M0.1%-21.4%0.003%
7/8/2026 MFG Wealth Management Inc.42,691$3.13M2.2%N/A0.005%
7/8/2026 Professional Advisory Services Inc.301,813$22.14M2.6%-2.0%0.036%
7/8/2026 Wynn Capital LLC2,953$217K0.1%N/A0.000%
7/8/2026 Cooper Financial Group4,454$327K0.0%+7.4%0.001%
7/8/2026 Czech National Bank222,230$16.30M0.1%+3.9%0.027%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab139,104$10.20M0.1%+11.0%0.017%
7/8/2026 Assenagon Asset Management S.A.114,739$8.42M0.0%+275.3%0.014%
7/8/2026 Apella Capital LLC9,512$653K0.0%+2.5%0.001%
7/8/2026 Hummer Financial Advisory Services Inc3,026$222K0.1%N/A0.000%
7/8/2026 Lincoln Capital LLC145,935$10.70M1.9%-2.0%0.018%
7/7/2026 Dynamic Advisor Solutions LLC5,801$426K0.0%+2.8%0.001%
7/7/2026 GAMMA Investing LLC36,910$2.71M0.1%+27.3%0.004%
7/7/2026 Avior Wealth Management LLC3,643$267K0.0%N/A0.000%
7/7/2026 Central Pacific Bank Trust Division10,845$795K0.1%-4.4%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.53,145$3.90M0.3%N/A0.006%
7/7/2026 Moody National Bank Trust Division7,399$543K0.0%+3.6%0.001%
7/2/2026 Hilltop National Bank2,487$182K0.0%+52.6%0.000%
7/2/2026 CX Institutional13,771$1.01M0.0%-2.0%0.002%
7/1/2026 Confluence Investment Management LLC472,778$34.68M0.5%-7.5%0.057%
6/18/2026Western Wealth Management LLC5,975$336K0.0%+12.7%0.001%
6/3/2026 Parallel Advisors LLC15,363$865K0.0%+5.2%0.002%
6/3/2026NewEdge Advisors LLC57,520$3.24M0.0%-18.2%0.007%
5/29/2026 Asset Dedication LLC3,651$206K0.0%-13.3%0.000%
5/22/2026 Summitry LLC1,419,812$79.95M2.8%+43.3%0.171%
5/22/2026Segall Bryant & Hamill LLC308,328$17.36M0.2%-3.1%0.037%
5/21/2026CTC Alternative Strategies Ltd.6,200$349K0.8%N/A0.001%
5/20/2026Arete Wealth Advisors LLC42,021$2.37M0.1%+2.1%0.005%
5/20/2026FinArc Investments Inc.37,802$2.13M2.0%N/A0.005%
5/19/2026Western Wealth Management LLC5,975$336K0.0%+12.7%0.001%
5/19/2026Orographic Financial Advisors LLC7,492$421K0.3%N/A0.001%
5/19/2026Bank of America Corp DE6,592,682$371.23M0.0%+14.4%0.794%
5/19/2026Janus Henderson Group PLC125,923$7.09M0.0%-19.8%0.015%
5/19/2026Strategic Investment Advisors MI3,732$210K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors8,975$505K0.0%+19.0%0.001%
5/19/2026South Dakota Investment Council94,081$5.30M0.1%+235.8%0.011%
5/19/2026Arete Wealth Advisors LLC41,613$2.34M0.2%+1.1%0.005%
5/18/2026Amundi3,128,546$176.17M0.0%+20.3%0.377%
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5/18/2026 EverSource Wealth Advisors LLC8,471$477K0.0%+34.2%0.001%
5/18/2026California State Teachers Retirement System1,171,356$65.96M0.1%-3.2%0.141%
5/18/2026Royal Bank of Canada2,583,017$145.45M0.0%-0.6%0.311%
5/18/2026Empowered Funds LLC65,833$3.71M0.0%-11.9%0.008%
5/18/2026Evelyn Partners Investment Management LLP1,775$100K0.0%-95.3%0.000%
5/18/2026Evercore Wealth Management LLC26,396$1.49M0.0%-46.2%0.003%
5/16/2026The Manufacturers Life Insurance Company1,200,601$67.61M0.1%+17.5%0.145%
5/16/2026KCM Investment Advisors LLC7,712$434K0.0%-3.1%0.001%
5/16/2026Quantinno Capital Management LP318,635$17.94M0.0%+13.4%0.038%
5/16/2026BROOKFIELD Corp ON30,812$1.74M0.0%N/A0.004%


CARR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,605 institutional investors and hedge funds held shares of Carrier Global. The most heavily invested institutionals were Vanguard Group Inc. ($4.90B), Capital Research Global Investors ($3.95B), JPMorgan Chase & Co. ($2.82B), State Street Corp ($1.78B), Capital International Investors ($1.32B), Capital World Investors ($1.20B), and Geode Capital Management LLC ($910.72M).Learn more on Carrier Global's institutional investors.

91.00% of Carrier Global's stock is owned by institutional investors. Learn more on CARR's institutional investor holdings.

Of the 1,307 institutional investors that purchased Carrier Global's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($22.98M), JPMorgan Chase & Co. ($12.08M), Nuveen LLC ($10.24M), Bank of New York Mellon Corp ($9.58M), Brown Advisory Inc. ($8.07M), Wealthfront Advisers LLC ($4.93M), and Artisan Partners Limited Partnership ($4.56M).

Institutional investors have bought a total of 109,745,215 shares in the last 24 months. This purchase volume represents approximately $6.85B in transactions.

Of the 711 institutional investors that sold Carrier Global's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($33.08M), Capital World Investors ($6.19M), Nuveen LLC ($4.32M), Assenagon Asset Management S.A. ($2.43M), Bank of New York Mellon Corp ($1.91M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.80M), and Dodge & Cox ($1.52M).

Institutional investors have sold a total of 85,853,460 shares in the last 24 months. This volume of shares sold represents approximately $4.79B in transactions.


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Institutional ownership data for NYSE:CARR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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