Security record · archived quarter
CARR
Carrier Global Corporation · Industrials · Industrial - Machinery
171Tracked holders
-4Δ holders
591.64MShares held
$33.22BReported value
+4New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow +5.2% ·
net new positions -2.9%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 1.25M | $64.26M | n/a | n/a |
| Q2 2026 | 168 | -1 | 597.98M | $43.78B | +6 | −6 |
| Q1 2026 | 171 | -4 | 591.64M | $33.22B | +4 | −9 |
| Q4 2025 | 174 | +2 | 605.14M | $31.98B | +4 | −1 |
| Q3 2025 | 25 | 0 | 356.00M | $21.25B | +1 | −2 |
| Q2 2025 | 23 | -2 | 275.02M | $20.12B | n/a | −2 |
| Q1 2025 | 22 | +1 | 128.80M | $8.16B | +2 | −1 |
| Q4 2024 | 21 | +1 | 142.70M | $9.74B | +1 | n/a |
| Q3 2024 | 19 | 0 | 110.77M | $8.91B | +2 | −2 |
| Q2 2024 | 19 | n/a | 115.70M | $7.29B | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 116.39M | +55.7% | $6.55B | 1.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 57.88M | +0.8% | $3.26B | 0.1% | ▲ Add | 4 | SEC ↗ ×22 |
| 3 | Vanguard Capital Management Llc | 51.34M | n/a | $2.89B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 34.96M | -7.3% | $1.90B | 0.1% | ▼ Trim | 3 | SEC ↗ ×20 |
| 5 | State Street Global Advisors ✦ (passive) | 33.51M | -0.7% | $1.89B | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 6 | Dodge & Cox ✦ | 26.62M | +98.4% | $1.50B | 0.8% | ▲ Add | 8 | SEC ↗ |
| 7 | Capital World Investors ✦ | 19.72M | -13.0% | $1.11B | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 17.64M | +1.9% | $989.12M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | Fisher Asset Management ✦ | 13.03M | -11.9% | $733.71M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 12.26M | +4.3% | $690.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×17 |
| 11 | Capital International Investors | 10.72M | -57.0% | $603.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Brown Advisory Inc | 8.09M | -20.9% | $455.76M | 0.7% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Northern Trust Corp | 8.05M | +1.2% | $453.17M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 14 | Goldman Sachs Group ✦ | 7.94M | +32.9% | $447.30M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 15 | Bank Of America Corp /De/ | 6.59M | +14.4% | $371.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 16 | UBS AM, a distinct business unit of… | 6.51M | +6.7% | $366.40M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 17 | Dimensional Fund Advisors Lp | 6.29M | +4.1% | $354.19M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Victory Capital Management Inc | 5.94M | +24.2% | $334.54M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Nuveen, LLC | 5.64M | -7.2% | $317.62M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Invesco Ltd. | 5.48M | +12.6% | $308.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 21 | Charles Schwab Investment… | 4.94M | +3.7% | $277.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 4.83M | -1.6% | $271.86M | 0.1% | ▼ Trim | 2 | SEC ↗ ×22 |
| 23 | Schroder Investment Management Group | 4.99M | n/a | $271.27M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 24 | Ameriprise Financial Inc | 4.76M | +44.0% | $267.84M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 25 | Legal & General Group Plc | 4.75M | -0.3% | $267.72M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Alliancebernstein L.P. | 4.94M | +441.0% | $261.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 4.48M | +103.0% | $252.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 28 | Artisan Partners Limited Partnership | 3.97M | -9.6% | $223.72M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 29 | PRIMECAP Management ✦ | 3.84M | +31.5% | $216.24M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 3.61M | -24.8% | $203.38M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 31 | Nomura Asset Management… | 3.50M | +367.6% | $197.21M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 3.33M | +12.0% | $187.48M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 33 | Amundi | 3.13M | +20.2% | $176.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 34 | Pictet Asset Management Holding SA | 3.12M | -11.7% | $175.89M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 35 | Barclays Plc | 2.79M | +95.2% | $157.17M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 36 | Envestnet Asset Management Inc | 2.62M | +8.7% | $147.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 2.58M | -0.6% | $145.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 38 | Raymond James Financial Inc | 2.55M | +0.9% | $142.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 39 | Deutsche Bank Ag\ | 2.44M | +1.5% | $137.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 40 | AQR Capital Management ✦ | 2.46M | +92.5% | $137.32M | 0.1% | ▲ Add | 8 | SEC ↗ ×9 |
| 41 | Swiss National Bank | 2.22M | +6.0% | $125.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Sei Investments Co | 2.10M | +6.8% | $118.36M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Focus Partners Wealth | 1.95M | +1302.0% | $109.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 1.80M | +31.2% | $101.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 45 | Mitsubishi UFJ Asset Management… | 1.76M | +7.0% | $98.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 1.75M | +1.3% | $98.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×15 |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 1.63M | -5.0% | $91.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Principal Financial Group Inc | 1.61M | -7.7% | $90.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 49 | Bank Of Montreal /Can/ | 1.57M | -9.7% | $88.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 50 | Massachusetts Financial Services Co… | 1.20M | +6.8% | $84.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 51 | Hsbc Holdings Plc | 1.47M | -55.5% | $82.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 52 | California Public Employees… | 1.43M | +1.5% | $80.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 1.40M | -73.8% | $78.85M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 54 | Rhumbline Advisers | 1.40M | -1.6% | $78.81M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 1.37M | -20.4% | $77.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 1.29M | -44.2% | $72.49M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 57 | Arrowstreet Capital ✦ | 1.26M | +22.5% | $70.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Ensign Peak Advisors, Inc | 1.25M | -0.3% | $70.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 59 | National Pension Service | 1.25M | -0.3% | $70.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 60 | Manufacturers Life Insurance… | 1.20M | +17.5% | $67.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 61 | California State Teachers… | 1.17M | -3.2% | $65.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 62 | CIBC Bancorp USA Inc. | 988.35K | n/a | $55.66M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 63 | Franklin Resources Inc | 970.07K | +24.0% | $54.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 64 | New York State Common Retirement… | 942.75K | +0.2% | $53.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 65 | LPL Financial LLC | 937.40K | +7.9% | $52.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Aberdeen Group plc | 924.71K | +3.2% | $52.07M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 67 | Pnc Financial Services Group, Inc. | 889.15K | +0.1% | $50.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 68 | HighTower Advisors, LLC | 832.62K | -2.3% | $46.89M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Universal- Beteiligungs- und… | 783.40K | -1.6% | $44.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | Caisse De Depot Et Placement Du… | 769.00K | +42.5% | $43.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Mackenzie Financial Corp | 755.16K | +15.2% | $42.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Marshall Wace ✦ | 752.04K | -1.7% | $42.35M | 0.0% | ▼ Trim | 7 | SEC ↗ ×3 |
| 73 | Millennium Management ✦ | 739.00K | -44.4% | $41.61M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 74 | Aviva Plc | 713.41K | +3.0% | $40.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | State Board Of Administration Of… | 701.61K | -0.9% | $39.51M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 76 | Citigroup Inc | 661.08K | -16.3% | $37.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 77 | Rockefeller Capital Management L.P. | 646.10K | +6.0% | $36.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 78 | Us Bancorp \De\ | 643.02K | +25.6% | $36.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 79 | Zurcher Kantonalbank (Zurich… | 512.74K | +18.2% | $28.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Alyeska Investment Group, L.P. | 504.28K | New | $28.40M | 0.1% | New | 1 | SEC ↗ |
| 81 | Creative Planning | 493.11K | +12.9% | $27.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | Wealth Enhancement Advisory… | 569.09K | -2.6% | $27.76M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 83 | Adage Capital Partners ✦ | 482.60K | -8.7% | $27.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Korea Investment CORP | 450.29K | -0.7% | $25.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 85 | State Of Wisconsin Investment Board | 441.94K | +11.3% | $24.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Fifth Third Bancorp | 436.64K | +319.7% | $24.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | First Trust Advisors Lp | 436.16K | +128.8% | $24.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Asset Management One Co., Ltd. | 416.73K | -13.8% | $23.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 89 | Assetmark, Inc | 408.81K | -0.6% | $23.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | BNP Paribas Asset Management… | 408.38K | -15.3% | $23.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 91 | Man Group plc | 405.19K | -40.8% | $22.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 92 | Swedbank AB | 404.21K | -7.3% | $22.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Chevy Chase Trust Holdings, LLC | 392.05K | -3.3% | $22.08M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Stifel Financial Corp | 388.44K | +18.3% | $21.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 95 | Royal London Asset Management Ltd | 385.26K | +0.2% | $21.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Prudential Financial Inc | 383.09K | -68.7% | $21.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | Tidal Investments LLC | 369.05K | +74.2% | $20.73M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 98 | Grantham, Mayo, Van Otterloo & Co.… | 335.68K | +13.7% | $18.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 334.31K | +83.7% | $18.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | Td Asset Management Inc | 319.06K | +1.8% | $17.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Alyeska Investment Group, L.P. | $28.40M | 0.1% |
Exited
| Norges Bank | $380.30M | was 0.0% |
| Point72 Asset Management | $161.14M | was 0.3% |
| Qube Research & Technologies… | $127.82M | was 0.2% |
| Renaissance Technologies | $65.47M | was 0.1% |
| 1832 Asset Management L.P. | $21.25M | was 0.0% |
| Hrt Financial Lp | $20.54M | was 0.1% |
| Tudor Investment Corp Et Al | $14.60M | was 0.1% |
| Peak6 Llc | $1.82M | was 0.0% |
| FIL Ltd | $251,307 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,483 holders, 682.99M shares, $37.77B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Aug 12
SC 13G/A: Capital Research Global Investors
Jul 27
SC 13G/A: BlackRock, Inc.
May 20
SC 13D/A: Viessmann Generations Group GmbH & Co.…
4.6% of class · View original SEC filing ↗
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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