$CARR

$56.44 +$0.20 (0.36%) Close

$CARR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 824.3M shares outstanding

Who owns CARR?

By type of holder

Institutions 87.8% Insiders 4.8% Everyone else 7.4%

Concentration Top 10 holders own 54.9%

Capital Research Global Investors 12.9% · BlackRock, Inc. 8.2%

Institutional ownership

87.8%

+0.8 pts vs last qtr

Institutional holders

1,630

+141 vs last qtr

Net shares bought

+6.4M

by institutions in Q2 2026

New / sold out

247 / 106

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +9.3M
Norges Bank NEW +7.6M

Biggest sellers in Q2 2026

Capital International Investors −10.4M
Capital Research Global Investors −10.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$750M

1 notice from 1 person

Shares covered

12.1M

1.47% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Viessmann Traeger HoldCo GmbH Affiliate $750M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2018–FY2025

−0.4%

−0.06% a year

Each share's claim on the business

+0.4%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$6.81B vs $595M

over 8 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years87% 3–5 years3% 1–3 years5% Under 1 year5%

Quarterly turnover

7.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CARR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CR Capital Research Global Investors	106.1M	12.87%	−10.3M (−8.9%)	≤2021	1.1%
Shares held by quarter Peak holding116.4M (Q1'26) Change over 8 quarters+10.9M Share of the company12.870% Capital Research Global Investors's full portfolio →
B BlackRock, Inc.	67.2M	8.15%	+9.3M (+16.1%)	≤2021	0.1%
Shares held by quarter Peak holding67.2M (Q2'26) Change over 8 quarters+14.1M Share of the company8.150% BlackRock, Inc.'s full portfolio →

Capital Research Global Investors

106.1M

% of company

12.87%

Change vs last qtr

−10.3M (−8.9%)

Held since

≤2021

BlackRock, Inc.

67.2M

% of company

8.15%

Change vs last qtr

+9.3M (+16.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Carrier Global Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CARR on Form N-PORT; together they hold 41.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IO Investment Co of America Investment Co of America	$2.08B	28.4M	3.44%	1.13%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.84B	25.1M	3.04%	0.08%	June 30, 2026

Investment Co of America

Position value

$2.08B

% of company

3.44%

% of the fund

1.13%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.84B

% of company

3.04%

% of the fund

0.08%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Carrier Global Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
VG Viessmann Generations Group GmbH & Co. KG 5%+ holder 13D · 4.6%	38.0M	4.61%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.610% Disclosed stake13D · 4.6% View the 13D/G filing →
MV Maximilian Viessmann 5%+ holder 13D · 4.6%	38.0M	4.61%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.610% Disclosed stake13D · 4.6% View the 13D/G filing →

Viessmann Generations Group GmbH & Co. KG

5%+ holder13D · 4.6%

38.0M

% of company

4.61%

Change vs last qtr

—

Held since

—

Maximilian Viessmann

5%+ holder13D · 4.6%

38.0M

% of company

4.61%

Change vs last qtr

—

Held since

—

13 more holders behind a free account

See every insider and 5%+ holder of Carrier Global Corporation.

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