| 0.08% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 36.6M | $2.68B | +0.1% | 4.436% | 0.12% |
| 5 | JPMORGAN CHASE & CO | 34.5M | $2.53B | -1.3% | 4.184% | 0.14% |
| 6 | STATE STREET CORP | 34.4M | $2.52B | +2.6% | 4.171% | 0.04% |
| 7 | DODGE & COX | 27.5M | $2.02B | +3.2% | 3.333% | 1.06% |
| 8 | Capital World Investors | 19.3M | $1.42B | -1.9% | 2.345% | 0.17% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 17.7M | $1.29B | +0.3% | 2.147% | 0.07% |
| 10 | Fisher Asset Management, LLC | 13.0M | $957.0M | +0.1% | 1.583% | 0.28% |
| 11 | MORGAN STANLEY | 11.0M | $803.7M | -10.6% | 1.329% | 0.04% |
| 12 | AMERIPRISE FINANCIAL INC | 8.3M | $610.8M | +74.3% | 1.006% | 0.12% |
| 13 | Bank of New York Mellon Corp | 8.1M | $590.8M | +66.8% | 0.977% | 0.10% |
| 14 | NORTHERN TRUST CORP | 8.0M | $589.0M | -0.2% | 0.974% | 0.07% |
| 15 | BANK OF AMERICA CORP /DE/ | 7.8M | $572.9M | +18.5% | 0.948% | 0.04% |
| 16 | NORGES BANK | 7.6M | $559.7M | — | 0.926% | 0.06% |
| 17 | GOLDMAN SACHS GROUP INC | 6.9M | $503.1M | -14.6% | 0.832% | 0.04% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 6.5M | $475.4M | +3.0% | 0.786% | 0.09% |
| 19 | PineStone Asset Management Inc. | 6.3M | $464.6M | -3.6% | 0.768% | 2.87% |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 6.0M | $440.9M | -7.6% | 0.729% | 0.08% |
| 21 | SCHRODER INVESTMENT MANAGEMENT GROUP | 5.9M | $432.6M | +18.2% | 0.715% | 0.31% |
| 22 | Fiera Capital Corp | 5.8M | $426.6M | -12.8% | 0.706% | 1.55% |
| 23 | Nuveen, LLC | 5.7M | $420.6M | +1.7% | 0.696% | 0.10% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 5.7M | $419.3M | -3.8% | 0.694% | 0.24% |
| 25 | BROWN ADVISORY INC | 5.6M | $410.8M | -30.8% | 0.679% | 0.64% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CARR — a direct measure of their conviction.
| 81.82% |
| 3.68 pp |
| $43.49B |
| 12% |
| Q4 2024 | 1,475 | 0.1% | 85.50% | 6.03 pp | $49.15B | 18% |
| Q3 2024 | 1,477 | — | 91.53% | — | $60.27B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
216 institutions opened new positions in CARR during Q2 2026, while 70 fully exited. 1,270 added to existing positions and 107 trimmed.
CARR institutional ownership rose by 0.66 percentage points quarter-over-quarter, with a net change of +163 holders.
The top 10 institutions account for 56.9% of all reported 13F value in CARR, and the top 25 account for 71.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Carrier Global Corporation (CARR) Institutional Ownership