Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CARR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 116.4M | $6.55B | +55.7% | 13.932% | 1.02% |
| 2 | BlackRock, Inc. | 57.9M | $3.26B | -1.0% | 6.928% | 0.06% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 51.3M | $2.89B | — | 6.146% | 0.07% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 36.5M | $2.06B | — | 4.370% | 0.11% |
| 5 | STATE STREET CORP | 33.5M | $1.89B | -0.7% | 4.011% | 0.07% |
| 6 | Kentucky Farm Bureau Mutual Insurance Co | 40K | $1.51B | — | 0.005% | 0.03% |
| 7 | DODGE & COX | 26.6M | $1.50B | +98.4% | 3.187% | 0.82% |
| 8 | Capital World Investors | 19.7M | $1.11B | -13.0% | 2.360% | 0.15% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 17.6M | $989.1M | +1.9% | 2.112% | 0.06% |
| 10 | Fisher Asset Management, LLC | 13.0M | $733.7M | -11.9% | 1.560% | 0.25% |
| 11 | MORGAN STANLEY | 12.3M | $690.4M | +4.3% | 1.468% | 0.04% |
| 12 | Capital International Investors | 10.7M | $603.3M | -57.0% | 1.283% | 0.14% |
| 13 | BROWN ADVISORY INC | 8.1M | $455.8M | -20.9% | 0.969% | 0.75% |
| 14 | NORTHERN TRUST CORP | 8.0M | $453.2M | +1.2% | 0.963% | 0.06% |
| 15 | GOLDMAN SACHS GROUP INC | 8.0M | $452.5M | +32.1% | 0.962% | 0.05% |
| 16 | Fiera Capital Corp | 6.7M | $375.4M | -3.7% | 0.798% | 1.28% |
| 17 | BANK OF AMERICA CORP /DE/ | 6.6M | $371.2M | +14.4% | 0.789% | 0.03% |
| 18 | PineStone Asset Management Inc. | 6.6M | $370.1M | -8.1% | 0.787% | 2.60% |
| 19 | UBS ASSET MANAGEMENT AMERICAS INC | 6.5M | $366.4M | +6.7% | 0.779% | 0.08% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 6.3M | $354.2M | +4.1% | 0.753% | 0.07% |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 5.9M | $334.5M | +24.2% | 0.711% | 0.21% |
| 22 | Nuveen, LLC | 5.6M | $317.6M | -7.2% | 0.675% | 0.09% |
| 23 | Invesco Ltd. | 5.5M | $308.7M | +12.6% | 0.656% | 0.05% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.9M | $278.0M | +3.7% | 0.591% | 0.04% |
| 25 | Bank of New York Mellon Corp | 4.8M | $271.9M | -1.6% | 0.578% | 0.05% |
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.
Filings activity in CARR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,453 | 0.2% | 67.65% | +5.72 pp | $39.51B | +9.2% |
| Q4 2025 | 1,456 | +1.5% | 61.93% | 9.62 pp | $36.17B | 13% |
| Q3 2025 | 1,435 | 6.2% | 71.55% | 16.22 pp | $41.79B | 18% |
| Q2 2025 | 1,530 | +5.3% | 87.77% | +13.31 pp | $51.26B | +18% |
| Q1 2025 | 1,453 | 1.5% | 74.46% | 9.70 pp | $43.49B | 12% |
| Q4 2024 | 1,475 | 0.1% | 84.16% | 19.04 pp | $49.15B | 18% |
| Q3 2024 | 1,477 | +6.6% | 103.20% | +21.73 pp | $60.27B | +27% |
| Q2 2024 | 1,386 | — | 81.47% | — | $47.58B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CARR stock.
Based on Q1 2026 13F filings, institutional ownership of Carrier Global Corporation stands at 67.7%, held across 1,453 reporting institutions.
Capital Research Global Investors is the largest reported institutional holder of CARR, with approximately 116,392,662 shares worth $6.55B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CARR, including Fisher Asset Management, LLC.
Our composite Smart Money Score for CARR is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
176 institutions opened new positions in CARR during Q1 2026, while 179 fully exited. 1,000 added to existing positions and 270 trimmed.
CARR institutional ownership rose by 5.72 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 56.9% of all reported 13F value in CARR, and the top 25 account for 72.1%.
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