CARRNYSEAir-Cond & Warm Air Heatg Equip & Comm & Indl Refrig EquipFiscal year ends December 31
CARRIER GLOBAL Corp
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 28, 2026
$55.21+0.21 (+0.38%)
Close on Oct 19, 2026
- Market cap
- $46.53B
- P/E (TTM)
- 36.3
- Dividend yield
- 1.22%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.0%
726M of 824M shares
Institutional holders
1,644
249 new, 76 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
1 buys · 1 sales
Net sold $748.98M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 63,205,764 | 7.60% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 59,137,052 | 7.07% | 13G (passive) | Mar 31, 2026 |
| Viessmann Komplementar B.V. | 50,074,109 | 5.84% | 13D (active) amendment | Jun 5, 2025 |
| Capital Research Global Investors | 106,125,890 | 12.80% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CARR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Capital Research Global Investors | 106,065,347 | 12.87% | $7.78B | −10,327,315 | 1.09% |
| BlackRock, Inc. | 67,176,195 | 8.15% | $4.93B | +9,297,537 | 0.07% |
| Vanguard Capital Management LLC | 51,284,274 | 6.22% | $3.76B | −59,428 | 0.08% |
| Vanguard Portfolio Management LLC | 36,565,910 | 4.44% | $2.68B | +54,218 | 0.12% |
| JPMorgan Chase & Co | 34,487,524 | 4.18% | $2.53B | −469,166 | 0.14% |
| State Street Corp | 34,386,031 | 4.17% | $2.52B | +876,618 | 0.07% |
| Dodge & Cox | 27,475,603 | 3.33% | $2.02B | +853,330 | 1.06% |
| Capital World Investors | 19,334,704 | 2.35% | $1.42B | −381,062 | 0.17% |
| Geode Capital Management, LLC | 17,699,114 | 2.15% | $1.29B | +55,495 | 0.07% |
| Fisher Asset Management, LLC | 13,047,300 | 1.58% | $957.02M | +17,498 | 0.28% |
| Morgan Stanley | 10,957,072 | 1.33% | $803.70M | −1,304,143 | 0.04% |
| Ameriprise Financial Inc | 8,292,345 | 1.01% | $610.75M | +3,535,107 | 0.12% |
| Bank of New York Mellon Corp | 8,053,967 | 0.98% | $590.76M | +3,226,002 | 0.10% |
| Northern Trust Corp | 8,030,053 | 0.97% | $589.00M | −17,775 | 0.07% |
| Bank Of America Corp /De/ | 7,810,609 | 0.95% | $572.91M | +1,217,927 | 0.04% |
| Norges Bank | 7,631,155 | 0.93% | $559.75M | New | 0.06% |
| Goldman Sachs Group Inc | 6,765,820 | 0.82% | $496.27M | −1,177,634 | 0.04% |
| Dimensional Fund Advisors LP | 6,480,398 | 0.79% | $475.36M | +189,087 | 0.09% |
| PineStone Asset Management Inc. | 6,333,408 | 0.77% | $464.56M | −239,502 | 2.87% |
| UBS Asset Management Americas Inc | 6,011,257 | 0.73% | $440.93M | −495,507 | 0.08% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,644 | 726M | 88.0% | 249 / 567 | 555 / 76 | 58M | 50M |
| Q1 2026 | 1,497 | 719M | 87.2% | 156 / 523 | 540 / 148 | 192M | 84M |
| Q4 2025 | 1,509 | 704M | 85.4% | 182 / 454 | 634 / 135 | 68M | 108M |
| Q3 2025 | 1,490 | 747M | 90.6% | 109 / 489 | 577 / 179 | 68M | 48M |
| Q2 2025 | 1,586 | 727M | 88.2% | 173 / 536 | 579 / 91 | 48M | 40M |
| Q1 2025 | 1,524 | 720M | 87.3% | 125 / 526 | 566 / 137 | 56M | 63M |
| Q4 2024 | 1,558 | 737M | 89.4% | 184 / 523 | 539 / 151 | 43M | 85M |
| Q3 2024 | 1,551 | 780M | 94.7% | 197 / 512 | 540 / 79 | 78M | 30M |
| Q2 2024 | 1,450 | 786M | 95.3% | 144 / 463 | 549 / 90 | 46M | 67M |
| Q1 2024 | 1,413 | 808M | 98.0% | 130 / 454 | 543 / 98 | 78M | 45M |
| Q4 2023 | 1,397 | 775M | 94.1% | 181 / 422 | 540 / 82 | 42M | 43M |
| Q3 2023 | 1,314 | 778M | 94.4% | 139 / 410 | 504 / 69 | 39M | 30M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CARR | Value | % of fund | As of |
|---|---|---|---|---|---|
| American Mutual Fund | 28,530,680 | 3.46% | $1.76B | 1.50% | Jul 31, 2026 |
| Investment Co of America | 28,366,289 | 3.44% | $2.08B | 1.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 25,051,109 | 3.04% | $1.84B | 0.08% | Jun 30, 2026 |
| Dodge & Cox Stock Fund | 20,376,079 | 2.47% | $1.49B | 1.26% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 20,229,587 | 2.45% | $1.48B | 0.09% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 17,097,568 | 2.07% | $1.25B | 0.56% | Jun 30, 2026 |
| Capital Group Dividend Value ETF | 14,541,380 | 1.76% | $928.76M | 2.64% | May 31, 2026 |
| iShares Core S&P 500 ETF | 10,739,647 | 1.30% | $787.75M | 0.09% | Jun 30, 2026 |
| Capital World Growth & Income Fund | 10,167,297 | 1.23% | $649.39M | 0.41% | May 31, 2026 |
| Fidelity 500 Index Fund | 10,054,521 | 1.22% | $642.18M | 0.08% | May 31, 2026 |
| Growth-Income Fund | 8,352,699 | 1.01% | $612.67M | 1.33% | Jun 30, 2026 |
| JPMorgan Equity Income Fund | 7,751,228 | 0.94% | $568.55M | 1.30% | Jun 30, 2026 |
| Vanguard Value Index Fund | 7,504,351 | 0.91% | $550.44M | 0.22% | Jun 30, 2026 |
| New Perspective Fund | 7,211,084 | 0.87% | $528.93M | 0.31% | Jun 30, 2026 |
| Growth Fund of America | 7,125,272 | 0.86% | $455.09M | 0.13% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David L. Gitlin | Chairman and CEO, Director | 904,117 | 0.11% | Feb 3, 2026 |
| Thomas Donato | President, CSE | – | – | Jul 24, 2026 |
| Edward C. Dryden | President, CST | 9,358 | 0.00% | Jul 2, 2026 |
| Gaurang Pandya | President, CSA | 71,436 | 0.01% | May 1, 2026 |
| Michael Lotfy Gierges | President, CSAME | 4,024 | 0.00% | Apr 2, 2026 |
| Thomas Heim | President, CSE | 13,847 | 0.00% | Feb 11, 2026 |
| Patrick P. Goris | EVP, Chief Finance/Strat Ofcr | 128,657 | 0.02% | Feb 3, 2026 |
| Francesca Campbell | Senior VP & CLO | 7,521 | 0.00% | Feb 3, 2026 |
| Ajay Agrawal | SVP, Services & Chief BD Ofcr | 115,657 | 0.01% | Feb 3, 2026 |
| Nadia Villeneuve | SVP, Chief People/Comm Ofcr | 117,803 | 0.01% | Feb 3, 2026 |
| Beril Yildiz | VP, Controller & CAO | – | – | Jan 30, 2026 |
| Kyle Crockett | VP, Controller & CAO | 38,882 | 0.00% | Feb 19, 2025 |
| Kevin J. O'Connor | Senior VP & CLO | 46,083 | 0.01% | Nov 8, 2024 |
| Neil Barua | Director | – | – | Jul 24, 2026 |
| Maximilian Viessmann | Director | 37,979,286 | 4.61% | May 20, 2026 |
| Jean Pierre Garnier | Director | – | – | Apr 17, 2026 |
| Charles M. Holley | Director | – | – | Apr 17, 2026 |
| Amy E. Miles | Director | 286 | 0.00% | Apr 17, 2026 |
| Michael M. McNamara | Director | – | – | Apr 17, 2026 |
| John J. Greisch | Director | 35,417 | 0.00% | Apr 17, 2026 |
| Michael Todman | Director | – | – | Apr 17, 2026 |
| Virginia M. Wilson | Director | – | – | Apr 17, 2026 |
| Susan N. Story | Director | – | – | Apr 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Edward C. Dryden President, CST | Jul 1, 2026 | Tax withholding | −2,147 | $72.07 | $154.73K | 9,358 |
| Edward C. Dryden President, CST | Jul 1, 2026 | Option exercise | +6,894 | – | – | 11,505 |
| Maximilian Viessmann Director | May 20, 2026 | Sale | −12,094,823 | $62.01 | $750.00M | 37,979,286 |
| Gaurang Pandya President, CSA | May 1, 2026 | Option exercise | +50,616 | – | – | 71,436 |
| Gaurang Pandya President, CSA | May 1, 2026 | Tax withholding | −21,546 | $67.62 | $1.46M | 49,890 |
| Michael Lotfy Gierges President, CSAME | Apr 1, 2026 | Tax withholding | −1,296 | $56.90 | $73.74K | 4,024 |
| Michael Lotfy Gierges President, CSAME | Apr 1, 2026 | Option exercise | +5,320 | – | – | 5,320 |
| Thomas Heim President, CSE | Feb 9, 2026 | Option exercise | +50 | – | – | 13,847 |
| Gaurang Pandya President, CSA | Feb 1, 2026 | Tax withholding | −1,735 | $59.58 | $103.37K | 20,820 |
| Gaurang Pandya President, CSA | Feb 1, 2026 | Award | +5,705 | – | – | 22,555 |
| Nadia Villeneuve SVP, Chief People/Comm Ofcr | Feb 1, 2026 | Award | +15,194 | – | – | 116,331 |
| Nadia Villeneuve SVP, Chief People/Comm Ofcr | Feb 1, 2026 | Tax withholding | −3,809 | $59.58 | $226.94K | 112,522 |
| Francesca Campbell Senior VP & CLO | Feb 1, 2026 | Award | +1,958 | – | – | 7,521 |
| Francesca Campbell Senior VP & CLO | Feb 1, 2026 | Tax withholding | −581 | $59.58 | $34.62K | 6,940 |
| Patrick P. Goris EVP, Chief Finance/Strat Ofcr | Feb 1, 2026 | Tax withholding | −16,124 | $59.58 | $960.67K | 128,657 |
| Patrick P. Goris EVP, Chief Finance/Strat Ofcr | Feb 1, 2026 | Award | +40,750 | – | – | 144,781 |
| David L. Gitlin Chairman and CEO, Director | Feb 1, 2026 | Award | +90,872 | – | – | 625,346 |
| David L. Gitlin Chairman and CEO, Director | Feb 1, 2026 | Tax withholding | −35,797 | $59.58 | $2.13M | 589,549 |
| Ajay Agrawal SVP, Services & Chief BD Ofcr | Feb 1, 2026 | Tax withholding | −1,502 | $59.58 | $89.49K | 115,657 |
| Ajay Agrawal SVP, Services & Chief BD Ofcr | Feb 1, 2026 | Award | +5,705 | – | – | 117,159 |
| Thomas Heim President, CSE | Feb 1, 2026 | Option exercise | +13,797 | – | – | 13,797 |
| David L. Gitlin Chairman and CEO, Director | Nov 25, 2025 | Buy | +19,300 | $52.62 | $1.02M | 534,474 |
| Gaurang Pandya President, CSA | Aug 8, 2025 | Tax withholding | −29 | $66.03 | $1.91K | 16,850 |
| Gaurang Pandya President, CSA | Aug 8, 2025 | Option exercise | +66 | – | – | 16,879 |
| Gaurang Pandya President, CSA | Aug 1, 2025 | Option exercise | +19,190 | – | – | 25,180 |
| Gaurang Pandya President, CSA | Aug 1, 2025 | Tax withholding | −8,367 | $66.92 | $559.92K | 16,813 |
| Edward C. Dryden President, CST | Jul 1, 2025 | Tax withholding | −2,180 | $74.30 | $161.97K | 4,611 |
| Edward C. Dryden President, CST | Jul 1, 2025 | Option exercise | +6,791 | – | – | 6,791 |
| Maximilian Viessmann Director | Jun 5, 2025 | Sale | −4,267,425 | $70.30 | $300.00M | 54,341,534 |
| Maximilian Viessmann Director | Jun 5, 2025 | Returned to company | −4,267,425 | $70.30 | $300.00M | 50,074,109 |
| Kyle Crockett VP, Controller & CAO | Feb 14, 2025 | Tax withholding | −14,436 | $65.17 | $940.79K | 38,882 |
| Kyle Crockett VP, Controller & CAO | Feb 14, 2025 | Option exercise | +21,075 | $47.51 | $1.00M | 53,318 |
| Kyle Crockett VP, Controller & CAO | Feb 14, 2025 | Sale | −18,945 | $65.18 | $1.23M | 4,573 |
| Kyle Crockett VP, Controller & CAO | Feb 14, 2025 | Option exercise | +24,545 | $38.33 | $940.81K | 32,243 |
| Kyle Crockett VP, Controller & CAO | Feb 14, 2025 | Tax withholding | −15,364 | $65.17 | $1.00M | 23,518 |
| Patrick P. Goris Senior VP & CFO | Feb 3, 2025 | Tax withholding | −19,523 | $63.15 | $1.23M | 104,031 |
| Patrick P. Goris Senior VP & CFO | Feb 3, 2025 | Award | +49,395 | – | – | 123,554 |
| Gaurang Pandya Pres HVAC Americas/CHVAC EMEA | Feb 3, 2025 | Tax withholding | −2,577 | $63.15 | $162.74K | 5,990 |
| Gaurang Pandya Pres HVAC Americas/CHVAC EMEA | Feb 3, 2025 | Award | +8,567 | – | – | 8,567 |
| Kyle Crockett VP, Controller & CAO | Feb 3, 2025 | Award | +7,625 | – | – | 9,667 |
| Kyle Crockett VP, Controller & CAO | Feb 3, 2025 | Tax withholding | −1,969 | $63.15 | $124.34K | 7,698 |
| Francesca Campbell Senior VP & CLO | Feb 3, 2025 | Tax withholding | −1,050 | $63.15 | $66.31K | 5,563 |
| Francesca Campbell Senior VP & CLO | Feb 3, 2025 | Award | +3,856 | – | – | 6,613 |
| Ajay Agrawal Senior VP, Strategy & Services | Feb 3, 2025 | Award | +11,226 | – | – | 114,292 |
| Ajay Agrawal Senior VP, Strategy & Services | Feb 3, 2025 | Tax withholding | −2,838 | $63.15 | $179.22K | 111,454 |
| David L. Gitlin Chairman and CEO, Director | Feb 3, 2025 | Award | +152,361 | – | – | 575,169 |
| David L. Gitlin Chairman and CEO, Director | Feb 3, 2025 | Tax withholding | −59,995 | $63.15 | $3.79M | 515,174 |
| Nadia Villeneuve Senior VP & CHRO | Feb 3, 2025 | Award | +22,972 | – | – | 108,000 |
| Nadia Villeneuve Senior VP & CHRO | Feb 3, 2025 | Tax withholding | −6,863 | $63.15 | $433.40K | 101,137 |
| Kyle Crockett VP, Controller & CAO | Nov 7, 2024 | Tax withholding | −5,853 | $76.74 | $449.16K | 13,689 |
| Kyle Crockett VP, Controller & CAO | Nov 7, 2024 | Sale | −11,647 | $76.34 | $889.13K | 2,042 |
| Kyle Crockett VP, Controller & CAO | Nov 7, 2024 | Option exercise | +17,500 | $25.58 | $447.65K | 19,542 |
| Kevin J. O'Connor Senior VP & CLO | Nov 6, 2024 | Sale | −167,183 | $73.46 | $12.28M | 46,083 |
| Kevin J. O'Connor Senior VP & CLO | Nov 6, 2024 | Option exercise | +217,150 | $25.60 | $5.56M | 263,233 |
| Kevin J. O'Connor Senior VP & CLO | Nov 6, 2024 | Tax withholding | −81,967 | $74.28 | $6.09M | 213,266 |
| Kevin J. O'Connor Senior VP & CLO | Nov 6, 2024 | Option exercise | +32,000 | $16.55 | $529.60K | 295,233 |
| Ajay Agrawal Senior VP, Strategy & Services | Aug 8, 2024 | Tax withholding | −30,938 | $64.64 | $2.00M | 165,448 |
| Ajay Agrawal Senior VP, Strategy & Services | Aug 8, 2024 | Sale | −62,382 | $64.55 | $4.03M | 103,066 |
| Ajay Agrawal Senior VP, Strategy & Services | Aug 8, 2024 | Option exercise | +93,320 | $21.43 | $2.00M | 196,386 |
| Kyle Crockett VP, Controller & CAO | May 21, 2024 | Tax withholding | −2,889 | $66.39 | $191.80K | 6,653 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Traeger HoldCo GmbH Viessmann Affiliate | May 20, 2026 | 12,094,823 | $750.00M | May 20, 2026 | Private Placement |
| Traeger HoldCo GmbH Viessmann Affiliate | Jun 5, 2025 | 4,267,425 | $304.65M | Jun 5, 2025 | Private Placement |
| Crockett Kyle Officer | May 12, 2025 | 3,735 | $274.00K | May 12, 2025 | RSU |
| O'Connor Kevin Officer | Mar 13, 2025 | 34,428 | $2.24M | Mar 13, 2025 | SAR Exercise |
| O'Connor Kevin Officer | Feb 27, 2025 | 56,980 | $3.73M | Feb 27, 2025 | SAR Exercise |
| Crockett Kyle Officer | Feb 14, 2025 | 18,945 | $1.23M | Feb 14, 2025 | SAR EXERCISE AND SELL |
| O'Connor Kevin Officer | Feb 13, 2025 | 93,452 | $5.94M | Feb 13, 2025 | SAR EXERCISE AND SELL |
| O'Connor Kevin Officer | Feb 13, 2025 | 19,500 | $1.25M | Feb 13, 2025 | SAR EXERCISE |
| Crockett Kyle Officer | Nov 7, 2024 | 11,647 | $889.00K | Nov 7, 2024 | SAR Exercise |
| O'Connor Kevin Officer | Nov 6, 2024 | 167,183 | $12.00M | Nov 6, 2024 | SAR Exercise |
| Timperman Jurgen Officer | Aug 28, 2024 | 101 | $7.20K | Aug 28, 2024 | RSU Vesting |
| Agrawal Ajay Officer | Aug 8, 2024 | 62,382 | $4.03M | Aug 8, 2024 | SAR Exercise and Sell Net Shares |
| Timperman Jurgen Officer | Jul 29, 2024 | 115,951 | $7.80M | Jul 29, 2024 | SAR Exercise |
| Crockett Kyle Officer | May 21, 2024 | 4,611 | $306.12K | May 21, 2024 | SAR Exercise |
| O'Connor Kevin Officer | May 16, 2024 | 20,000 | $1.31M | May 16, 2024 | RSU Vesting |