Carrier Global Corp (CARR) Ownership

79.92 ↓0.65 (-0.81%)
As of August 30, 2024, 3:59pm EST.

Institutional Ownership

Capital Research Global Investors is the biggest individual institutional holder of Carrier Global Corp (CARR), owning a total of 95.5 million shares. Combined, the top 35 institutional holders of CARR own 74.79% of the company with a total of 671.5 million shares.

In the latest ownership report on June 30th 2024, the top 35 institutional holders decreased their combined ownership of CARR by 6.8 million shares. 9 institutions bought 11,642,995 total additional shares and increased their ownership by an average of 25.92%. However 11 institutions sold 18,477,849 total shares and decreased their ownership by an average of 5.05%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Carrier Global Corp decreased by a net total of -6,834,854 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Research Global Investors10.576%3.409%95,476,9923,147,1702024-06-30
Vanguard Group Inc10.477%0.306%94,578,506288,5262024-06-30
Capital Research & Mgmt Co - Division 39.231%-1.758%83,335,720-1,491,4102024-06-30
BlackRock Inc5.807%-8.530%52,420,443-4,888,3872024-06-30
Capital World Investors5.382%-13.947%48,584,164-7,873,9232024-06-30
State Street Corp3.677%-0.278%33,196,397-92,6552024-06-30
Geode Capital Management, LLC1.844%-12.257%16,648,250-2,325,5902024-06-30
Dodge & Cox1.592%-0.102%14,367,024-14,6772024-06-30
Fisher Asset Management, LLC1.551%2.319%13,997,571317,1912024-06-30
Nuveen Asset Management, LLC1.416%-4.926%12,778,518-662,1282024-06-30
NORGES BANK0.890%3.841%8,034,121297,1892024-06-30
Fiera Capital Corporation0.880%-10.148%7,939,660-896,7392024-06-30
Northern Trust Corp0.870%-0.681%7,852,475-53,8042024-06-30
Legal & General Group PLC0.717%-0.764%6,468,512-49,8012024-06-30
StonePine Asset Management Inc.0.711%139.718%6,418,8833,741,2062024-06-30
FMR Inc0.710%21.352%6,408,1641,127,5202024-06-30
T. Rowe Price Associates, Inc.0.652%45.998%5,889,4741,855,5332024-06-30
UBS Asset Mgmt Americas Inc0.652%12.412%5,882,181649,4712024-06-30
Pictet Asset Manangement SA0.649%3.884%5,862,622219,1892024-06-30
Bank of New York Mellon Corp0.646%-2.159%5,834,798-128,7352024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Research Global Investors10.576%3.409%95,476,9923,147,1702024-06-30
Vanguard Group Inc10.477%0.306%94,578,506288,5262024-06-30
Capital Research & Mgmt Co - Division 39.231%-1.758%83,335,720-1,491,4102024-06-30
BlackRock Inc5.807%-8.530%52,420,443-4,888,3872024-06-30
Capital World Investors5.382%-13.947%48,584,164-7,873,9232024-06-30
State Street Corporation3.688%-0.144%33,289,052-48,0392024-03-31
State Street Corp3.677%-0.278%33,196,397-92,6552024-06-30
JPMorgan Chase & Co2.559%280.105%23,098,68717,021,7682024-03-31
Geode Capital Management, LLC1.844%-12.257%16,648,250-2,325,5902024-06-30
Dodge & Cox1.592%-0.102%14,367,024-14,6772024-06-30
Fisher Asset Management, LLC1.551%2.319%13,997,571317,1912024-06-30
Morgan Stanley - Brokerage Accounts1.521%43.078%13,729,8094,133,7812024-03-31
Nuveen Asset Management, LLC1.416%-4.926%12,778,518-662,1282024-06-30
Goldman Sachs Group Inc0.918%121.897%8,275,0424,545,8192023-12-31
NORGES BANK0.890%3.841%8,034,121297,1892024-06-30
Fiera Capital Corporation0.880%-10.148%7,939,660-896,7392024-06-30
Northern Trust Corp0.870%-0.681%7,852,475-53,8042024-06-30
Renaissance Technologies Corp0.798%25.774%6,674,7311,367,8002022-06-30
Balyasny Asset Management LLC0.795%5,728.530%6,659,2076,544,9552023-03-31
Legal & General Group PLC0.717%-0.764%6,468,512-49,8012024-06-30
Victory Capital Management Inc.0.769%15.328%6,449,842857,2262023-06-30
StonePine Asset Management Inc.0.711%139.718%6,418,8833,741,2062024-06-30
FMR Inc0.710%21.352%6,408,1641,127,5202024-06-30
T. Rowe Price Associates, Inc.0.652%45.998%5,889,4741,855,5332024-06-30
UBS Asset Mgmt Americas Inc0.652%12.412%5,882,181649,4712024-06-30
Pictet Asset Manangement SA0.649%3.884%5,862,622219,1892024-06-30
Bank of New York Mellon Corp0.646%-2.159%5,834,798-128,7352024-06-30
Dimensional Fund Advisors, Inc.0.639%-17.108%5,742,124-1,185,1332023-09-30
Citadel Advisors Llc0.670%15.617%5,596,307755,9102022-09-30
Amvescap Plc.0.637%1.031%5,332,10454,4062023-03-31
Diamond Hill Capital Management Inc0.606%-8.730%5,068,697-484,7912022-09-30
Burgundy Asset Management Ltd0.604%-0.395%5,044,274-19,9992022-12-31
Bank of America Corp0.554%3.542%4,973,001170,1372023-09-30
PRIMECAP Management Company0.587%-0.094%4,909,172-4,6002022-09-30
Charles Schwab Investment Management Inc0.520%1.415%4,693,85965,4702024-03-31

Mutual Fund Ownership

Capital Group Growth Fnd of Amer Comp is the biggest individual fund holder of Carrier Global Corp (CARR), owning a total of 41.6 million shares. Combined, the top 27 mutual fund holders of CARR own 58.85% of the company with a total of 524.9 million shares.

In the latest ownership report on July 31st 2024, the top 27 fund holders increased their combined ownership of CARR by 135 thousand shares. 2 funds bought 208,041 total additional shares and increased their ownership by an average of 0.48%. However 2 funds sold 72,562 total shares and decreased their ownership by an average of 0.15%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Carrier Global Corp increased by a net total of 135,479 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.992%-0.209%27,009,723-56,5652024-07-31
Vanguard Institutional 500 Index Trust2.409%0.963%21,743,680207,4552024-07-31
Vanguard Mid Cap Index Institutional2.029%-0.087%18,319,396-15,9972024-07-31
Fidelity 500 Index1.135%0.006%10,243,3195862024-07-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Capital Group Growth Fnd of Amer Comp4.613%-1.927%41,645,582-818,4352024-06-30
American Funds Growth Fund of Amer A4.613%-1.927%41,645,582-818,4352024-06-30
American Funds Invmt Co of Amer A3.962%0.290%35,770,765103,4052024-06-30
Capital Group Investment Co of Amer Comp3.962%0.290%35,770,765103,4052024-06-30
Vanguard Total Stock Mkt Idx Inv2.992%-0.209%27,009,723-56,5652024-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.080%1.615%25,838,386410,7522023-03-31
Vanguard Institutional 500 Index Trust2.409%0.963%21,743,680207,4552024-07-31
American Funds American Balanced A2.277%-17.762%20,556,210-4,439,8622024-06-30
Vanguard 500 Index Investor2.400%0.581%20,106,172116,0462023-08-31
Capital Group New Perspective Comp2.203%-5.991%19,885,403-1,267,1592024-06-30
American Funds New Perspective A2.203%-5.991%19,885,403-1,267,1592024-06-30
Vanguard Mid Cap Index Institutional2.029%-0.087%18,319,396-15,9972024-07-31
Capital Group Fundamental Invtrs Comp1.789%-3.543%16,145,784-593,0842024-06-30
American Funds Fundamental Invs A1.789%-3.543%16,145,784-593,0842024-06-30
Capital Group Wrld Grwth & Inc Trust Cmp1.857%0.000%15,504,21902022-12-31
Capital Group AMCAP Composite1.693%15.446%15,287,3702,045,3832024-06-30
VA CollegeAmerica Amcap 529A1.693%15.446%15,287,3702,045,3832024-06-30
American Funds American Mutual A1.593%-0.071%14,383,638-10,1842024-06-30
Capital Group American Mutual Comp1.593%-0.071%14,383,638-10,1842024-06-30
Capital Group World Growth & Inc Cmp1.560%-0.059%14,085,872-8,2452024-06-30
American Funds Capital World Gr&Inc A1.560%-0.059%14,085,872-8,2452024-06-30
Dodge & Cox Stock I1.185%0.000%10,694,77902024-06-30
SPDR® S&P 500 ETF Trust1.233%-0.698%10,341,606-72,7082023-12-31
Fidelity 500 Index1.135%0.006%10,243,3195862024-07-31
American Funds Washington Mutual A1.135%-3.548%10,224,599-376,1012024-03-31
Capital Group Wash Mutual Invtrs Comp1.133%-3.548%10,224,599-376,1012024-03-31
Fidelity® 500 Index1.156%0.803%9,698,60277,2632023-10-31

Discussions

Please log in or register to share your thoughts.

7starRestaurant

$CARR they don’t want us to shine… But we gon shine…

0 Like Report