Carrier Global Corp. 13F holders
1,659 funds reported a position in Carrier Global Corp. in their 13F for the quarter ended 30 June 2026, together 726.6 million shares worth $53.17 billion. Against the quarter before, 204 opened a position, 546 added, 550 trimmed and 75 sold out; together they sold a net 408,855 shares. The largest holders: Capital Research Global Investors, BlackRock, Inc. and Vanguard Capital Management LLC.
Funds holding1,659+153 on Q1 2026
Shares they held726.6Mworth $53.17 billion
Net sold on the quarter408,855 sharesabout $29.9 million at the funds' values
Funds buying to selling750 to 625opened or added, to cut or sold
Opened 204Added 546Held 341Trimmed 550Sold out 75
What each fund did in CARR against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in CARR in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 846 reported a position in Carrier Global Corp.: 39 opened one, 279 added, 281 trimmed and 111 sold out, a net 2.2 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Carrier Global Corp. in a 13F for the quarter ended 30 September 2026, and 8 more in a 13F for an earlier quarter, the latest each has filed. The largest: Capital Research Global Investors, 106.1 million shares worth $7.78 billion, 1.1% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Two Sigma Investments. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 1.1 million shares, about $61.6 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 106,065,347 | $7.78 billion | 1.1% | -10,327,315 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Dodge & Cox | 27,475,603 | $2.02 billion | 1.1% | +853,330 | added | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 18,827,653 | $1.03 billion | 0.1% | +1,128,539 | added | 30 September 2026 | 13F |
| Norges Bank | 7,631,155 | $559.7 million | 0.1% | held | 30 June 2026, an earlier quarter | 13F | |
| Millennium Management | 4,009,409 | $294.1 million | 0.2% | +3,270,412 | added | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 3,025,970 | $222.0 million | 0.1% | -585,833 | trimmed | 30 June 2026, an earlier quarter | 13F |
| FMR LLC | 1,401,686 | $102.8 million | 0.0% | +114,321 | added | 30 June 2026, an earlier quarter | 13F |
| Point72 Asset Management | 1,305,110 | $95.7 million | 0.2% | +1,305,110 | new | 30 June 2026, an earlier quarter | 13F |
| Alyeska | 547,988 | $40.2 million | 0.1% | +43,710 | added | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 0 | $0 | 0.0% | -5,558 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Capital Research Global Investors | 106,065,347 | 14.60% | $7.78 billion | 1.08% | -10,327,315 | 13F |
| BlackRock, Inc. | 67,176,195 | 9.25% | $4.93 billion | 0.07% | +9,297,537 | 13F |
| Vanguard Capital Management LLC | 51,284,274 | 7.06% | $3.76 billion | 0.08% | -59,428 | 13F |
| Vanguard Portfolio Management LLC | 36,565,910 | 5.03% | $2.68 billion | 0.12% | +54,218 | 13F |
| JPMorgan Chase & Co. | 34,487,524 | 4.75% | $2.53 billion | 0.15% | -469,166 | 13F |
| State Street Corp. | 34,386,031 | 4.73% | $2.52 billion | 0.07% | +876,618 | 13F |
| Dodge & Cox | 27,475,603 | 3.78% | $2.02 billion | 1.05% | +853,330 | 13F |
| Capital World Investors | 19,334,704 | 2.66% | $1.42 billion | 0.17% | -381,062 | 13F |
| Geode Capital Management, LLC | 17,699,114 | 2.44% | $1.29 billion | 0.07% | +55,495 | 13F |
| Fisher Asset Management, LLC | 13,047,300 | 1.80% | $957.0 million | 0.28% | +17,498 | 13F |
| Morgan Stanley | 10,957,072 | 1.51% | $803.7 million | 0.04% | -1,304,143 | 13F |
| Ameriprise Financial Inc. | 8,292,345 | 1.14% | $610.8 million | 0.12% | +3,535,107 | 13F |
| Bank of New York Mellon Corp | 8,053,967 | 1.11% | $590.8 million | 0.10% | +3,226,002 | 13F |
| Northern Trust Corp. | 8,030,053 | 1.11% | $589.0 million | 0.07% | -17,775 | 13F |
| Bank of America Corp. | 7,810,609 | 1.07% | $572.9 million | 0.04% | +1,217,927 | 13F |
| Norges Bank | 7,631,155 | 1.05% | $559.7 million | 0.06% | 13F | |
| Goldman Sachs Group Inc. | 6,765,820 | 0.93% | $496.3 million | 0.05% | -1,177,634 | 13F |
| Dimensional Fund Advisors LP | 6,480,398 | 0.89% | $475.4 million | 0.09% | +189,087 | 13F |
| PineStone Asset Management Inc. | 6,333,408 | 0.87% | $464.6 million | 2.87% | -239,502 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 6,011,257 | 0.83% | $440.9 million | 0.08% | -495,507 | 13F |
| Schroder Investment Management Group | 5,897,380 | 0.81% | $432.6 million | 0.31% | +907,084 | 13F |
| Fiera Capital Corp | 5,815,777 | 0.80% | $426.6 million | 1.55% | -850,325 | 13F |
| Nuveen, LLC | 5,734,737 | 0.79% | $420.6 million | 0.10% | +94,120 | 13F |
| Victory Capital Management Inc. | 5,716,732 | 0.79% | $419.3 million | 0.24% | -224,393 | 13F |
| Brown Advisory Inc. | 5,600,304 | 0.77% | $410.8 million | 0.64% | -2,493,401 | 13F |
| Invesco Ltd. | 5,220,533 | 0.72% | $382.9 million | 0.03% | -262,201 | 13F |
| Charles Schwab Investment Management Inc. | 5,012,629 | 0.69% | $367.7 million | 0.05% | +76,389 | 13F |
| Artisan Partners Limited Partnership | 4,549,041 | 0.63% | $333.7 million | 0.54% | +575,947 | 13F |
| Franklin Resources Inc. | 4,525,082 | 0.62% | $331.9 million | 0.07% | +3,555,010 | 13F |
| Legal & General Group Plc | 4,394,901 | 0.60% | $322.4 million | 0.07% | -359,545 | 13F |
| Vanguard Fiduciary Trust Co. | 4,390,464 | 0.60% | $322.0 million | 0.07% | -38,605 | 13F |
| AllianceBernstein L.P. | 5,634,669 | 0.78% | $317.3 million | 0.10% | +690,510 | 13F |
| Millennium Management LLC | 4,009,409 | 0.55% | $294.1 million | 0.21% | +3,270,412 | 13F |
| Primecap Management Co. | 3,866,183 | 0.53% | $283.6 million | 0.17% | +25,978 | 13F |
| Pictet Asset Management Holding SA | 3,420,836 | 0.47% | $250.9 million | 0.24% | +297,152 | 13F |
| Amundi | 3,418,666 | 0.47% | $250.8 million | 0.06% | +290,120 | 13F |
| Nomura Asset Management International Inc. | 3,406,755 | 0.47% | $249.9 million | 0.38% | -95,373 | 13F |
| Price T Rowe Associates Inc. | 3,322,503 | 0.46% | $243.7 million | 0.02% | -6,910 | 13F |
| Citadel Advisors LLC | 3,025,970 | 0.42% | $222.0 million | 0.13% | -585,833 | 13F |
| Royal Bank of Canada | 2,855,847 | 0.39% | $209.5 million | 0.04% | +272,830 | 13F |
| AQR Capital Management LLC | 2,820,892 | 0.39% | $206.9 million | 0.07% | +356,858 | 13F |
| Raymond James Financial Inc. | 2,541,376 | 0.35% | $186.4 million | 0.05% | -12,407 | 13F |
| UBS Group AG | 2,446,235 | 0.34% | $179.4 million | 0.03% | -2,032,842 | 13F |
| Wells Fargo & Company | 2,332,587 | 0.32% | $171.1 million | 0.03% | +532,545 | 13F |
| Deutsche Bank AG | 2,265,376 | 0.31% | $166.2 million | 0.05% | -174,112 | 13F |
| Envestnet Asset Management Inc. | 2,248,891 | 0.31% | $165.0 million | 0.04% | -375,093 | 13F |
| Causeway Capital Management LLC | 2,178,506 | 0.30% | $159.8 million | 1.73% | +75,628 | 13F |
| Swiss National Bank | 2,120,585 | 0.29% | $155.5 million | 0.08% | -104,000 | 13F |
| Focus Partners Wealth | 2,081,100 | 0.29% | $152.6 million | 0.16% | +133,711 | 13F |
| Sei Investments Co. | 2,079,144 | 0.29% | $152.5 million | 0.14% | -22,716 | 13F |
The 50 largest of the 1,659 funds that reported a position in CARR in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on CARR
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 520,300 | $38.2 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 388,200 | $28.5 million | 30 June 2026 | 13F |
| Millennium Management | Calls | 70,700 | $5.2 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 37,300 | $2.7 million | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 9,100 | $667,485 | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 8,300 | $608,805 | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 6,100 | $447,435 | 30 June 2026 | 13F |
| Point72 Asset Management | Calls | 500 | $36,675 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 12 August 2026 | 13G/A | Capital Research Global Investors and 1 other | 106.1 million | 12.8% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 63.2 million | 7.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 20 May 2026 | 13D/A | Viessmann Generations Group GmbH & Co. KG and 4 others | 38.0 million | 4.6% | 20 May 2026 | On May 20, 2026, Viessmann Traeger HoldCo GmbH (together with its affiliates, "VGG") entered into a block trade (the "Block Trade") with JPMorgan Chase Bank, N.A. ("JPMorgan") with respect to a portion of VGG's ownership of Carrier Global C | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 59.1 million | 7.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 March 2026 | 13G/A | Capital Research Global Investors and 1 other | 115.6 million | 13.8% | 27 February 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Capital International Investors and 1 other | 25.1 million | 3.0% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 26 August 2026 | 4,938 | $58.52 | SEC |
| 19 August 2026 | 247 | $61.42 | SEC |
| 17 August 2026 | 72 | $62.78 | SEC |
| 12 August 2026 | 4,871 | $63.62 | SEC |
| 29 July 2026 | 15,345 | $63.16 | SEC |
| 20 July 2026 | 881 | $68.69 | SEC |
| 17 July 2026 | 3 | $69.34 | SEC |
| 16 July 2026 | 190,249 | $68.74 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.