Who owns Carrier (CARR)?
125 holders named in SEC filings declare between 52.8% and 86.5% of Carrier's shares outstanding, as of Sep 30, 2026. The largest are Capital Group (15.3%), Vanguard (11.6%) and BlackRock (8.1%); the five largest hold 43.8% together. Another 1,523 institutions hold small positions worth 6.3%. At least 7.2% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 6.0% and sold 5.8% of the shares, a net purchase of 0.20%; 216 opened a position, 552 added, 540 reduced and 70 sold out. Biggest buyers: BlackRock (+9.3M shares) and Franklin Templeton (+3.6M shares). Biggest sellers: Capital Group (-21.2M) and UBS (-2.5M). Schedule 13D/G filings since Mar 31, 2026: BlackRock, Inc. crossed 5% (7.7%) on Jun 30, 2026, Capital Research Global Investors cut its stake to 12.9% on Jun 30, 2026 and Viessmann Generations Group GmbH & Co. KG fell below 5% (4.6% still declared) on May 20, 2026. Directors and officers, from their latest Form 4: Maximilian Viessmann (4.6%). Over time, 1,631 managers declared Carrier in their 13F for Q2 2026, against 1 for Q4 2019: together at most 87.4% of the shares outstanding, against 0.00%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Capital Group | 13F | 15.3% | Jun 30, 2026 | Q2 2020 |
| Vanguard | 13F | 11.6% | Jun 30, 2026 | Q2 2020 |
| BlackRock | 13F | 8.1% | Jun 30, 2026 | Q1 2020 |
| Maximilian Viessmann | Form 4 | 4.6% | May 20, 2026 | — |
| JPMorgan | 13F | 4.2% | Jun 30, 2026 | Q2 2020 |
| State Street | 13F | 4.2% | Jun 30, 2026 | Q2 2020 |
| Dodge & Cox | 13F | 3.3% | Jun 30, 2026 | Q2 2020 |
| Geode Capital | 13F | 2.1% | Jun 30, 2026 | Q2 2020 |
| Fisher Asset Management, LLC | 13F | 1.6% | Jun 30, 2026 | Q2 2020 |
| Morgan Stanley | 13F | 1.3% | Jun 30, 2026 | Q1 2020 |
| UBS | 13F | 1.0% | Jun 30, 2026 | Q2 2020 |
| Ameriprise Financial, Inc. | 13F | 1.0% | Jun 30, 2026 | Q2 2020 |
| BNY | 13F | 0.98% | Jun 30, 2026 | Q2 2020 |
| Northern Trust | 13F | 0.97% | Jun 30, 2026 | Q1 2020 |
| Bank of America | 13F | 0.95% | Jun 30, 2026 | Q2 2020 |
| Norges Bank | 13F | 0.93% | Jun 30, 2026 | Q2 2020 |
| Goldman Sachs | 13F | 0.82% | Jun 30, 2026 | Q2 2020 |
| Dimensional | 13F | 0.79% | Jun 30, 2026 | Q2 2020 |
| PineStone Asset Management Inc. | 13F | 0.77% | Jun 30, 2026 | Q4 2022 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 13F | 0.72% | Jun 30, 2026 | Q1 2020 |
| Fiera Capital Corp | 13F | 0.71% | Jun 30, 2026 | Q2 2020 |
| Nuveen | 13F | 0.70% | Jun 30, 2026 | Q2 2020 |
| Victory Capital Management, Inc. | 13F | 0.69% | Jun 30, 2026 | Q2 2020 |
| ALLIANCEBERNSTEIN L.P. | 13F | 0.68% | Jun 30, 2026 | Q2 2020 |
| BROWN ADVISORY INC | 13F | 0.68% | Jun 30, 2026 | Q2 2020 |
Carrier institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 1 | 0.00% | $1.1M | 100.0% |
| Q4 2020 | 1,175 | 84.5% | $27.6B | 57.6% |
| Q4 2021 | 1,300 | 84.4% | $39.7B | 61.9% |
| Q4 2022 | 1,188 | 85.6% | $29.6B | 62.4% |
| Q4 2023 | 1,378 | 90.4% | $43.6B | 63.7% |
| Q4 2024 | 1,540 | 81.9% | $50.2B | 61.7% |
| Q4 2025 | 1,497 | 83.4% | $37.1B | 59.5% |
| Q2 2026 | 1,631 | 87.4% | $53.1B | 57.9% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.