Carrier Global Ownership | Who Owns Carrier Global?
Carrier Global Ownership Summary
Carrier Global is owned by 82.18% institutional investors, 6.66% insiders, and 11.16% retail investors. Capital research global investors is the largest institutional shareholder, holding 10.62% of CARR shares. Capital Group Growth Fnd of Amer Comp is the top mutual fund, with 4.60% of its assets in Carrier Global shares.
CARR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carrier Global | 82.18% | 6.66% | 11.16% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Capital research global investors | 95.48M | 10.62% | $6.02B |
| Vanguard group | 94.58M | 10.52% | $5.97B |
| Capital investors | 83.34M | 9.27% | $5.26B |
| Blackrock | 52.42M | 5.83% | $3.31B |
| Capital world investors | 48.58M | 5.40% | $3.06B |
| State street | 33.20M | 3.69% | $2.10B |
| Jpmorgan chase | 30.78M | 3.42% | $1.94B |
| Geode capital management | 16.65M | 1.85% | $1.05B |
| Dodge & cox | 14.37M | 1.60% | $906.27M |
| Fisher asset management | 14.00M | 1.56% | $882.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bristol gate capital partners | 1.53M | 4.78% | $96.39M |
| Jade capital advisors | 100.00K | 4.46% | $6.31M |
| Raub brock capital management lp | 299.93K | 4.13% | $18.92M |
| Albar capital | 389.20K | 3.74% | $24.55M |
| Gates capital management | 2.98M | 3.73% | $188.17M |
| Baker chad r | 275.77K | 3.63% | $17.40M |
| Reynders mcveigh capital management | 942.23K | 3.38% | $59.44M |
| Professional advisory services | 357.30K | 3.08% | $22.54M |
| Delta asset management llc/tn | 532.82K | 3.04% | $33.61M |
| Gpm growth investors | 110.94K | 2.97% | $7.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 8.03M | 0.08% | 8.03M |
| Jpmorgan chase | 30.78M | 0.16% | 7.68M |
| Stonepine asset management | 6.42M | 2.85% | 3.74M |
| Capital research global investors | 95.48M | 1.32% | 3.15M |
| Schroder investment management group | 2.93M | 0.20% | 2.80M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 48.58M | 0.50% | -7.87M |
| Blackrock | 52.42M | 0.07% | -4.89M |
| Geode capital management | 16.65M | 0.09% | -2.33M |
| Qube research | - | - | -1.64M |
| Morgan stanley | 12.23M | 0.06% | -1.50M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 8.03M | 0.08% | 8.03M | $506.79M |
| Northwest & ethical investments | 404.96K | 0.73% | 404.96K | $25.54M |
| J. safra sarasin | 389.71K | 0.45% | 389.71K | $24.58M |
| Albar capital | 389.20K | 3.74% | 389.20K | $24.55M |
| Hudson bay capital management lp | 226.00K | 0.07% | 226.00K | $14.26M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Jamison private wealth management | -5.00 |
| Triad wealth partners | -10.00 |
| Delos wealth advisors | -13.00 |
| Tfo-tdc | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,559 | 5.98% | 740,593,630 | -1.75% | 82 | 1.18% | 695 | 16.03% | 523 | -4.21% |
| Jun 30, 2024 | 1,442 | 0.07% | 755,208,257 | 0.97% | 83 | 1.21% | 588 | 0.86% | 535 | -1.47% |
| Mar 31, 2024 | 1,441 | 1.12% | 747,983,159 | -1.40% | 83 | 1.02% | 583 | -1.85% | 543 | 0.74% |
| Dec 31, 2023 | 1,425 | 5.63% | 758,632,850 | -1.26% | 90 | 1.08% | 594 | 7.80% | 539 | 8.02% |
| Sep 30, 2023 | 1,349 | 5.14% | 768,296,727 | -0.09% | 91 | 1.08% | 551 | 8.89% | 499 | -0.60% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Capital Group Growth Fnd of Amer Comp | 41.57M | 4.60% | -75.25K |
| American Funds Growth Fund of Amer A | 41.57M | 4.60% | -75.25K |
| American Funds Invmt Co of Amer A | 35.76M | 3.96% | -8.47K |
| Capital Group Investment Co of Amer Comp | 35.76M | 3.96% | -8.47K |
| Vanguard Total Stock Mkt Idx Inv | 27.08M | 3.01% | -95.74K |
| Vanguard Institutional 500 Index Trust | 22.25M | 2.48% | 263.67K |
| American Funds American Balanced A | 20.56M | 2.28% | - |
| Capital Group New Perspective Comp | 19.64M | 2.18% | -246.80K |
| American Funds New Perspective A | 19.64M | 2.18% | -246.80K |
| Vanguard Mid Cap Index Institutional | 18.20M | 2.03% | 32.91K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2024 | Crockett Kyle | VP, Controller & CAO | Sell | $889.08K |
| Nov 06, 2024 | O'Connor Kevin J. | Senior VP & CLO | Sell | $12.28M |
| Aug 08, 2024 | Agrawal Ajay | Senior VP, Strategy & Services | Sell | $4.03M |
| May 21, 2024 | Crockett Kyle | VP, Controller & CAO | Sell | $306.13K |
| May 16, 2024 | O'Connor Kevin J. | Senior VP & CLO | Sell | $1.31M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | 1 |
CARR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools