Carrier GlobalCARR

13F holders, Q1 2025 (March 31)
1,525holders −33
103new positions
137sold out
12famous investors
$63.37avg. 13F price*

At the end of Q1 2025, 1,525 institutions reported holding Carrier Global Corp. (CARR) in their 13F filings, down 33 from Q4 2024. 103 opened new positions and 137 sold out. The largest holders were Vanguard Group Inc. ($5.9B), Capital Research Global Investors ($5.1B) and Capital International Investors ($3.7B). 12 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), George Soros (0.2% of Soros Fund Management's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).

Company
Carrier Global Corp.
Sector
Industrials
CUSIP
14448C104
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions103$284.1M
Exits137$362.1M

All 13F filers, Q4 2024 → Q1 2025: 45,803,409 shares bought and 62,063,210 shares sold, net −16,259,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,525 holders

Vanguard Group Inc. 0.11% Reduce -2.5% 92,922,549 $5.9B
Capital Research Global Investors 1.11% Add +6.5% 80,374,219 $5.1B
Capital International Investors 0.73% Reduce -22.1% 58,319,938 $3.7B
BlackRock, Inc. 0.07% Reduce -1.0% 54,779,733 $3.5B
State Street Corp. 0.09% Reduce -3.2% 32,863,509 $2.1B
JPMorgan Chase & Co. 0.15% Add +17.6% 31,126,869 $2.0B
Capital World Investors 0.29% Reduce -36.2% 28,582,686 $1.8B
Geode Capital Management, LLC 0.09% Reduce -0.1% 17,345,131 $1.1B
Fisher Asset Management 0.40% Add +2.0% 14,600,500 $925.7M
Morgan Stanley 0.07% Add +8.7% 14,445,296 $915.8M
Dodge & Cox 0.52% Reduce -0.1% 14,288,350 $905.9M
Nuveen, LLC 0.20% — 10,244,666 $649.5M
Brown Advisory Inc. 0.88% Add +82.7% 9,673,979 $613.3M
Norges Bank 0.08% Add +0.6% 8,669,208 $549.6M
Northern Trust Corp. 0.08% Reduce -2.8% 8,601,017 $545.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.11% Add +0.6% 6,968,294 $441.8M
Fiera Capital Corp 1.54% Reduce -7.1% 6,713,817 $425.7M
Schroder Investment Management Group 0.42% Add +107.8% 6,512,123 $412.9M
Bank of New York Mellon Corp 0.07% Reduce -2.6% 5,472,286 $346.9M
Invesco Ltd. 0.06% Add +2.1% 5,165,203 $327.5M
Dimensional Fund Advisors LP 0.08% Add +6.2% 5,028,949 $318.8M
Goldman Sachs Group Inc. 0.06% Reduce -8.5% 4,966,548 $314.9M
Bank of America Corp. 0.03% Add +13.9% 4,775,435 $302.8M
Charles Schwab Investment Management Inc. 0.06% Reduce -1.8% 4,748,373 $301.0M
PineStone Asset Management Inc. 2.25% Add +11.7% 4,698,516 $297.9M
Legal & General Group Plc 0.08% Reduce -0.8% 4,619,106 $292.9M
Victory Capital Management Inc. 0.30% Add +23.5% 4,512,774 $286.1M
Pictet Asset Management Holding SA 0.32% Reduce -26.1% 4,496,464 $285.1M
UBS Group AG 0.06% Add +25.9% 4,358,329 $276.3M
Alliancebernstein L.P. 0.10% Add +61.9% 4,318,806 $273.8M
FMR LLC 0.02% Reduce -50.8% 3,876,392 $245.8M
C WorldWide Group Holding A/S 2.92% Reduce -2.0% 3,707,603 $235.1M
Fiduciary Management Inc. 2.25% Add +14.0% 3,673,206 $232.9M
Royal Bank of Canada 0.05% Add +11.6% 3,282,652 $208.1M
Impax Asset Management Group plc 1.25% Reduce -6.8% 3,265,007 $207.0M
Squarepoint Ops LLC 0.50% Add +1094.4% 3,214,508 $203.8M
Artisan Partners Limited Partnership 0.31% Add +24.5% 3,027,934 $192.0M
T. Rowe Price Associates Inc. 0.02% Reduce -3.5% 2,961,008 $187.7M
Gates Capital Management, Inc. 5.78% Add +0.2% 2,937,756 $186.3M
Envestnet Asset Management Inc. 0.05% Add +13.0% 2,651,545 $168.1M
Principal Financial Group Inc. 0.09% Reduce -2.2% 2,608,946 $165.4M
National Pension Service 0.15% Add +12.1% 2,434,095 $154.3M
Deutsche Bank AG 0.06% Add +1.0% 2,424,534 $153.7M
Swiss National Bank 0.10% Reduce -0.8% 2,277,485 $144.4M
Amundi 0.05% Reduce -37.8% 2,310,202 $140.3M
Primecap Management Co. 0.11% Reduce -8.2% 2,179,782 $138.2M
D. E. Shaw & Co. 0.16% Add +185.1% 2,006,629 $127.2M
Raymond James Financial Inc. 0.04% Add +18.6% 1,884,433 $119.5M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -0.9% 1,861,319 $118.0M
Citadel Advisors 0.12% Add +192.9% 1,852,873 $117.5M
Russell Investments Group, Ltd. 0.16% Add +5.5% 1,845,290 $117.0M
Millennium Management 0.10% Add +70.6% 1,507,816 $95.6M
Rhumbline Advisers 0.09% Add +1.0% 1,496,330 $94.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.09% Add +8.5% 1,482,304 $94.0M
Ensign Peak Advisors, Inc 0.18% Add +12.1% 1,473,778 $93.4M
BNP Paribas Financial Markets 0.07% Reduce -4.0% 1,460,078 $92.6M
HSBC Holdings PLC 0.06% Add +1.8% 1,420,275 $89.8M
New York State Common Retirement Fund 0.13% Reduce -3.4% 1,404,105 $89.0M
Massachusetts Financial Services Co. 0.03% Add +73.1% 1,386,050 $87.9M
Burgundy Asset Management Ltd. 0.90% Reduce -30.0% 1,364,389 $86.5M
Barclays PLC 0.04% Reduce -1.9% 1,361,848 $86.3M
California Public Employees Retirement System 0.06% Reduce -1.7% 1,285,805 $81.5M
California State Teachers Retirement System 0.10% Reduce -0.8% 1,248,975 $79.2M
DekaBank Deutsche Girozentrale 0.15% Reduce -6.0% 1,256,533 $78.9M
Bristol Gate Capital Partners Inc. 3.72% Add +0.4% 1,201,202 $76.2M
Wells Fargo & Company 0.02% Reduce -0.7% 1,199,429 $76.0M
Sei Investments Co. 0.09% Add +33.4% 1,102,095 $69.9M
CANADA LIFE ASSURANCE Co 0.12% Reduce -0.1% 1,075,553 $68.3M
HighTower Advisors, LLC 0.09% Reduce -4.9% 1,065,867 $67.6M
Capital International, Inc. 0.81% Reduce -1.5% 1,053,764 $66.8M
PNC Financial Services Group, Inc. 0.03% Reduce -1.1% 1,013,495 $64.3M
Summitry LLC 3.13% Add +83.3% 973,638 $61.7M
Aviva PLC 0.14% Add +15.9% 917,497 $58.2M
Macquarie Group Ltd. 0.07% Add +13.1% 880,780 $55.8M
Reynders McVeigh Capital Management, LLC 3.09% Reduce -4.3% 872,108 $55.3M
Qube Research & Technologies Ltd 0.09% New 866,621 $54.9M
Citigroup Inc. 0.04% Add +50.6% 832,382 $52.8M
State Board of Administration of Florida Retirement System 0.10% Reduce -1.3% 831,542 $52.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% Reduce -0.7% 824,206 $52.3M
Rockefeller Capital Management L.P. 0.13% Reduce -0.2% 823,688 $52.2M
Worldquant Millennium Advisors LLC 0.31% New 787,493 $49.9M
ExodusPoint Capital Management, LP 0.65% Add +178.8% 779,470 $49.4M
Capital International Sarl 1.09% Reduce -2.7% 755,503 $47.9M
Assenagon Asset Management S.A. 0.08% Add +1046.1% 741,177 $47.0M
Ameriprise Financial Inc. 0.01% Reduce -1.8% 723,850 $45.9M
Aberdeen Group plc 0.09% Add +1.8% 717,658 $44.9M
Great Lakes Advisors, LLC 0.39% Add +3.3% 686,229 $43.5M
Bank of Montreal 0.02% Reduce -27.1% 658,780 $41.8M
LPL Financial LLC 0.02% Add +11.6% 634,487 $40.2M
Marshall Wace, LLP 0.05% Reduce -9.6% 633,093 $40.1M
Vontobel Holding Ltd. 0.14% Reduce -11.9% 602,393 $38.2M
New York State Teachers Retirement System 0.09% Reduce -10.0% 583,834 $37.0M
J. Goldman & Co LP 1.30% New 579,688 $36.8M
Waratah Capital Advisors Ltd. 2.43% Add +6.2% 563,336 $35.7M
Capital Group Private Client Services, Inc. 0.35% Reduce -38.7% 560,087 $35.5M
Wealth Enhancement Advisory Services, LLC 0.07% Add +15.8% 552,713 $35.0M
First Trust Advisors LP 0.03% Reduce -46.6% 545,698 $34.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% Add +73.4% 539,729 $34.2M
Mackenzie Financial Corp. 0.05% Add +2.3% 539,211 $34.2M
Formuepleje A/S 1.90% Reduce -46.4% 526,606 $33.4M

"% of holder's portfolio" is CARR's weight in each manager's 13F, not the share of Carrier Global Corp. the manager owns.

Show all 1,525 holders