tickdelta
tickdelta
Sign in

Tickdelta is free for now. Sign up and get Pro free

← Screener

CARRCarrier Global

Industrials · HVAC Equipment · NYSE
CARR quote by TradingView
Compare with peers → Embed
Who owns CARR

Institutions that file 13Fs hold 89% of the shares

13F, quarter ending Jun 30, 2026
Held by institutionsHolders ↓
88.7%
1,644 holders, +147 from Mar 31, 2026
Shares they hold, quarter on quarter
+0.9%
249 new, 499 added, 508 cut, 102 sold out
Top 10 holders
56%
of the shares institutions hold
Superinvestors holding itWho ↓
2
Dodge & Cox, Tom Gayner

A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.

Institutional owners

The 25 biggest holders

13F data sets, SEC
HolderSharesValue% of companyFrom Mar 31, 2026
Capital Research Global Investors 106.07M$7.8B 12.96% Reduced -8.9%
BlackRock, Inc. 67.18M$4.9B 8.21% Added +16.1%
VANGUARD CAPITAL MANAGEMENT LLC 51.28M$3.8B 6.27% Held
VANGUARD PORTFOLIO MANAGEMENT LLC 36.57M$2.7B 4.47% Held
JPMORGAN CHASE & CO 34.49M$2.5B 4.22% Reduced -1.3%
STATE STREET CORP 34.39M$2.5B 4.20% Added +2.6%
Dodge & Cox 27.48M$2.0B 3.36% Added +3.2%
Capital World Investors 19.33M$1.4B 2.36% Reduced -1.9%
GEODE CAPITAL MANAGEMENT, LLC 17.70M$1.3B 2.16% Held
Fisher Asset Management, LLC 13.05M$957.0M 1.59% Held
MORGAN STANLEY 10.96M$803.7M 1.34% Reduced -10.6%
AMERIPRISE FINANCIAL INC 8.29M$610.8M 1.01% Added +74.3%
Bank of New York Mellon Corp 8.05M$590.8M 0.98% Added +66.8%
NORTHERN TRUST CORP 8.03M$589.0M 0.98% Held
BANK OF AMERICA CORP /DE/ 7.81M$572.9M 0.95% Added +18.5%
NORGES BANK 7.63M$559.7M 0.93% New
GOLDMAN SACHS GROUP INC 6.77M$496.3M 0.83% Reduced -14.8%
DIMENSIONAL FUND ADVISORS LP 6.48M$475.4M 0.79% Added +3.0%
PineStone Asset Management Inc. 6.33M$464.6M 0.77% Reduced -3.6%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 6.01M$440.9M 0.73% Reduced -7.6%
SCHRODER INVESTMENT MANAGEMENT GROUP 5.90M$432.6M 0.72% Added +18.2%
Fiera Capital Corp 5.82M$426.6M 0.71% Reduced -12.8%
Nuveen, LLC 5.73M$420.6M 0.70% Added +1.7%
VICTORY CAPITAL MANAGEMENT INC 5.72M$419.3M 0.70% Reduced -3.8%
ALLIANCEBERNSTEIN L.P. 5.63M$317.3M 0.69% Added +14.0%
Show the other 15 holders
This quarter

Who bought and who sold the most shares

13F, quarter on quarter

Bought the most shares

  • BlackRock, Inc. +9.30M
  • NORGES BANK +7.63M, new
  • FRANKLIN RESOURCES INC +3.56M
  • AMERIPRISE FINANCIAL INC +3.54M
  • MILLENNIUM MANAGEMENT LLC +3.27M
  • Bank of New York Mellon Corp +3.23M
  • Point72 Asset Management, L.P. +1.31M, new
  • BANK OF AMERICA CORP /DE/ +1.22M
  • Freestone Grove Partners LP +1.00M
  • SCHRODER INVESTMENT MANAGEMENT GROUP +907K

Sold the most shares

  • Capital International Investors -10.41M
  • Capital Research Global Investors -10.33M
  • BROWN ADVISORY INC -2.49M
  • UBS Group AG -2.03M
  • BARCLAYS PLC -1.98M
  • FIDUCIARY MANAGEMENT INC /WI/ -1.64M
  • MORGAN STANLEY -1.30M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP -1.26M, sold out
  • GOLDMAN SACHS GROUP INC -1.18M
  • Diamond Hill Capital Management, LLC (Investment Advisor) -1.11M
Superinvestors

Superinvestors holding CARR

Their latest 13F
InvestorQuarterSharesValue% of portfolioLast quarter
Dodge & Cox Dodge & Cox Jun 30, 202627.48M$2.0B 1.08% Added +3.2%
Tom Gayner Markel Group Sep 30, 2026240K$13.2M 0.11% Added +2.1%
More than 5%

13D filings: owners who may push for change

Schedule 13D, last year
May 20, 2026 13D/A 4.6% of CARR's shares now below 5%
Viessmann Generations Group GmbH & Co. KG and 4 more reporting persons · 37.98M shares · event May 20, 2026
Item 4, purpose of the transaction: 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 Corporation ("Carrier" or the "Company") common stock. The aggregate number of shares sold in the Block Trade was 12,094,823. The price of the shares sold in the Block Trade represents a discount of 2.4847% to the closing price of Carrier's common stock on May 20, 2026. VGG received the Carrier shares as consideration for Carrier's acquisition of Viessmann Climate Solutions in January 2024. VGG entered into the Block Trade to support portfolio rebalancing…
Read the filing ↗
Next Cash & buybacks →