Carrier Global Corp (CARR) Ownership

55.16 ↑1.54 (2.87%)

As of April 23, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Carrier Global Corp (CARR), owning a total of 93.8 million shares. Combined, the top 31 institutional holders of CARR own 70.46% of the company with a total of 630.7 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders decreased their combined ownership of CARR by 8.1 million shares. 13 institutions bought 14,119,840 total additional shares and increased their ownership by an average of 15.53%. However 8 institutions sold 22,254,948 total shares and decreased their ownership by an average of 8.69%.

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 -8,135,108 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.424%	0.047%	93,823,151	44,180	2023-12-31
Capital Research Global Investors	10.313%	3.296%	92,829,907	2,961,923	2023-12-31
Capital Research & Mgmt Co - Division 3	9.006%	0.550%	81,063,464	443,568	2023-12-31
Capital World Investors	7.125%	-20.373%	64,132,148	-16,408,782	2023-12-31
BlackRock Inc	6.747%	1.607%	60,730,069	960,417	2023-12-31
State Street Corporation	3.704%	2.041%	33,337,091	666,803	2023-12-31
Geode Capital Management, LLC	2.051%	1.626%	18,462,727	295,426	2023-12-31
T. Rowe Price Associates, Inc.	1.647%	-6.299%	14,821,282	-996,410	2023-12-31
Dodge & Cox	1.603%	-0.560%	14,424,756	-81,200	2023-12-31
Fisher Asset Management, LLC	1.478%	2.389%	13,307,231	310,453	2023-12-31
Nuveen Asset Management, LLC	1.409%	-16.788%	12,681,681	-2,558,577	2023-12-31
Morgan Stanley - Brokerage Accounts	1.066%	3.794%	9,596,028	350,762	2023-12-31
Fiera Capital Corporation	1.027%	-9.881%	9,244,897	-1,013,631	2023-12-31
Northern Trust Corp	0.921%	-7.266%	8,291,669	-649,632	2023-12-31
Goldman Sachs Group Inc	0.919%	121.897%	8,275,042	4,545,819	2023-12-31
NORGES BANK	0.860%	7.248%	7,736,932	522,849	2023-12-31
FMR Inc	0.792%	6.942%	7,129,596	462,821	2023-12-31
Legal & General Group PLC	0.753%	20.639%	6,778,903	1,159,749	2023-12-31
Bank of New York Mellon Corp	0.692%	-7.355%	6,225,573	-494,240	2023-12-31
JPMorgan Chase & Co	0.675%	29.797%	6,076,919	1,395,070	2023-12-31
UBS Asset Mgmt Americas Inc	0.589%	-0.982%	5,291,689	-52,476	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.424%	0.047%	93,823,151	44,180	2023-12-31
Capital Research Global Investors	10.313%	3.296%	92,829,907	2,961,923	2023-12-31
Capital Research & Mgmt Co - Division 3	9.006%	0.550%	81,063,464	443,568	2023-12-31
Capital World Investors	7.125%	-20.373%	64,132,148	-16,408,782	2023-12-31
BlackRock Inc	6.747%	1.607%	60,730,069	960,417	2023-12-31
State Street Corporation	3.704%	2.041%	33,337,091	666,803	2023-12-31
Geode Capital Management, LLC	2.051%	1.626%	18,462,727	295,426	2023-12-31
T. Rowe Price Associates, Inc.	1.647%	-6.299%	14,821,282	-996,410	2023-12-31
Dodge & Cox	1.603%	-0.560%	14,424,756	-81,200	2023-12-31
Fisher Asset Management, LLC	1.478%	2.389%	13,307,231	310,453	2023-12-31
Nuveen Asset Management, LLC	1.409%	-16.788%	12,681,681	-2,558,577	2023-12-31
Morgan Stanley - Brokerage Accounts	1.066%	3.794%	9,596,028	350,762	2023-12-31
Fiera Capital Corporation	1.027%	-9.881%	9,244,897	-1,013,631	2023-12-31
Northern Trust Corp	0.921%	-7.266%	8,291,669	-649,632	2023-12-31
Goldman Sachs Group Inc	0.919%	121.897%	8,275,042	4,545,819	2023-12-31
NORGES BANK	0.860%	7.248%	7,736,932	522,849	2023-12-31
FMR Inc	0.792%	6.942%	7,129,596	462,821	2023-12-31
Legal & General Group PLC	0.753%	20.639%	6,778,903	1,159,749	2023-12-31
Renaissance Technologies Corp	0.798%	25.774%	6,674,731	1,367,800	2022-06-30
Balyasny Asset Management LLC	0.795%	5,728.530%	6,659,207	6,544,955	2023-03-31
Victory Capital Management Inc.	0.769%	15.328%	6,449,842	857,226	2023-06-30
Bank of New York Mellon Corp	0.692%	-7.355%	6,225,573	-494,240	2023-12-31
JPMorgan Chase & Co	0.675%	29.797%	6,076,919	1,395,070	2023-12-31
Dimensional Fund Advisors, Inc.	0.639%	-17.108%	5,742,124	-1,185,133	2023-09-30
Citadel Advisors Llc	0.670%	15.617%	5,596,307	755,910	2022-09-30
Amvescap Plc.	0.637%	1.031%	5,332,104	54,406	2023-03-31
UBS Asset Mgmt Americas Inc	0.589%	-0.982%	5,291,689	-52,476	2023-12-31
Diamond Hill Capital Management Inc	0.606%	-8.730%	5,068,697	-484,791	2022-09-30
Burgundy Asset Management Ltd	0.604%	-0.395%	5,044,274	-19,999	2022-12-31
Bank of America Corp	0.554%	3.542%	4,973,001	170,137	2023-09-30
PRIMECAP Management Company	0.587%	-0.094%	4,909,172	-4,600	2022-09-30

Mutual Fund Ownership

American Funds Growth Fund of Amer A is the biggest individual fund holder of Carrier Global Corp (CARR), owning a total of 44.8 million shares. Combined, the top 26 mutual fund holders of CARR own 59.87% of the company with a total of 532.8 million shares.

In the latest ownership report on February 29th 2024, the top 26 fund holders increased their combined ownership of CARR by 102 thousand shares. 1 funds bought 209,382 total additional shares and increased their ownership by an average of 1.01%. However 2 funds sold 107,673 total shares and decreased their ownership by an average of 0.24%.

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 101,709 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.928%	-0.219%	26,357,995	-57,844	2024-02-29
Vanguard Institutional 500 Index Trust	2.327%	1.010%	20,944,574	209,382	2024-02-29
Vanguard Mid Cap Index Institutional	2.083%	-0.265%	18,749,234	-49,829	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Growth Fund of Amer A	4.979%	-11.212%	44,813,981	-5,659,284	2023-12-31
Capital Group Growth Fnd of Amer Comp	4.979%	-11.212%	44,813,981	-5,659,284	2023-12-31
American Funds Invmt Co of Amer A	3.849%	13.870%	34,640,866	4,219,369	2023-12-31
Capital Group Investment Co of Amer Comp	3.849%	13.870%	34,640,866	4,219,369	2023-12-31
Vanguard Total Stock Mkt Idx Inv	2.928%	-0.219%	26,357,995	-57,844	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.080%	1.615%	25,838,386	410,752	2023-03-31
American Funds American Balanced A	2.831%	-5.294%	25,480,372	-1,424,253	2023-12-31
American Funds Fundamental Invs A	2.381%	-16.462%	21,427,273	-4,222,297	2023-12-31
Capital Group Fundamental Invtrs Comp	2.381%	-16.462%	21,427,273	-4,222,297	2023-12-31
Vanguard Institutional 500 Index Trust	2.327%	1.010%	20,944,574	209,382	2024-02-29
Vanguard 500 Index Investor	2.400%	0.581%	20,106,172	116,046	2023-08-31
Vanguard Mid Cap Index Institutional	2.083%	-0.265%	18,749,234	-49,829	2024-02-29
Capital Group New Perspective Comp	2.074%	-5.876%	18,666,240	-1,165,370	2023-12-31
American Funds New Perspective A	2.074%	-5.876%	18,666,240	-1,165,370	2023-12-31
Capital Group World Growth & Inc Cmp	1.826%	-5.759%	16,438,179	-1,004,540	2023-12-31
American Funds Capital World Gr&Inc A	1.826%	-5.759%	16,438,179	-1,004,540	2023-12-31
Capital Group Wrld Grwth & Inc Trust Cmp	1.857%	0.000%	15,504,219	0	2022-12-31
Capital Group American Mutual Comp	1.635%	-9.088%	14,720,287	-1,471,528	2023-12-31
American Funds American Mutual A	1.635%	-9.088%	14,720,287	-1,471,528	2023-12-31
Capital Group AMCAP Composite	1.473%	0.000%	13,259,284	0	2023-12-31
VA CollegeAmerica Amcap 529A	1.473%	0.000%	13,259,284	0	2023-12-31
Dodge & Cox Stock I	1.188%	0.000%	10,694,779	0	2023-12-31
Capital Group Wash Mutual Invtrs Comp	1.178%	14.804%	10,600,700	1,366,922	2023-12-31
American Funds Washington Mutual A	1.178%	14.804%	10,600,700	1,366,922	2023-12-31
SPDR® S&P 500 ETF Trust	1.233%	-0.698%	10,341,606	-72,708	2023-12-31
Fidelity® 500 Index	1.156%	0.803%	9,698,602	77,263	2023-10-31