CARRIER GLOBAL Corp (CARR) shareholders
CARRNYSEAir-Cond & Warm Air Heatg Equip & Comm & Indl Refrig EquipFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 5/3049% above fair value
$54.20−0.17 (-0.31%)
Close on Nov 13, 2026Market cap $44.34BP/E –Yield 1.25%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.7%
726M of 818M 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 |
|---|---|---|---|---|
| Capital Research Global Investors | 106,125,890 | 12.80% | 13G (passive) amendment | Jun 30, 2026 |
| 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. Joint filing with Viessmann Generations Group GmbH & Co. KG (5.84%), Viessmann Zweite Beteiligungs B.V. (5.84%) and 2 more | 50,074,109 | 5.84% | 13D (active) amendment | Jun 5, 2025 |
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 | 12.96% | $7.78B | −10,327,315 | 1.09% |
| BlackRock, Inc. | 67,176,195 | 8.21% | $4.93B | +9,297,537 | 0.07% |
| Vanguard Capital Management LLC | 51,284,274 | 6.27% | $3.76B | −59,428 | 0.08% |
| Vanguard Portfolio Management LLC | 36,565,910 | 4.47% | $2.68B | +54,218 | 0.12% |
| JPMorgan Chase & Co | 34,487,524 | 4.22% | $2.53B | −469,166 | 0.14% |
| State Street Corp | 34,386,031 | 4.20% | $2.52B | +876,618 | 0.07% |
| Dodge & Cox | 27,475,603 | 3.36% | $2.02B | +853,330 | 1.06% |
| Capital World Investors | 19,334,704 | 2.36% | $1.42B | −381,062 | 0.17% |
| Geode Capital Management, LLC | 17,699,114 | 2.16% | $1.29B | +55,495 | 0.07% |
| Fisher Asset Management, LLC | 13,047,300 | 1.59% | $957.02M | +17,498 | 0.28% |
| Morgan Stanley | 10,957,072 | 1.34% | $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 | 0.98% | $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 | 0.83% | $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 | 88.7% | 249 / 567 | 555 / 76 | 58M | 50M |
| Q1 2026 | 1,497 | 719M | 87.9% | 156 / 523 | 540 / 148 | 192M | 84M |
| Q4 2025 | 1,509 | 704M | 86.1% | 182 / 454 | 634 / 135 | 68M | 108M |
| Q3 2025 | 1,490 | 747M | 91.3% | 109 / 489 | 577 / 179 | 68M | 48M |
| Q2 2025 | 1,586 | 727M | 88.8% | 173 / 536 | 579 / 91 | 48M | 40M |
| Q1 2025 | 1,524 | 720M | 88.0% | 125 / 526 | 566 / 137 | 56M | 63M |
| Q4 2024 | 1,558 | 737M | 90.1% | 184 / 523 | 539 / 151 | 43M | 85M |
| Q3 2024 | 1,551 | 780M | 95.4% | 197 / 512 | 540 / 79 | 78M | 30M |
| Q2 2024 | 1,450 | 786M | 96.0% | 144 / 463 | 549 / 90 | 46M | 67M |
| Q1 2024 | 1,413 | 808M | 98.7% | 130 / 454 | 543 / 98 | 78M | 45M |
| Q4 2023 | 1,397 | 775M | 94.8% | 181 / 422 | 540 / 82 | 42M | 43M |
| Q3 2023 | 1,314 | 778M | 95.1% | 139 / 410 | 504 / 69 | 39M | 30M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
723 funds held CARR in Q2 2026, 39% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CARR | Value | % of fund | As of |
|---|---|---|---|---|---|
| American Mutual Fund | 28,530,680 | 3.49% | $1.76B | 1.50% | Jul 31, 2026 |
| Investment Co of America | 28,366,289 | 3.47% | $2.08B | 1.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 25,051,109 | 3.06% | $1.84B | 0.08% | Jun 30, 2026 |
| Dodge & Cox Stock Fund | 20,376,079 | 2.49% | $1.49B | 1.26% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 20,229,587 | 2.47% | $1.48B | 0.09% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 17,097,568 | 2.09% | $1.25B | 0.56% | Jun 30, 2026 |
| Capital Group Dividend Value ETF | 14,541,380 | 1.78% | $928.76M | 2.64% | May 31, 2026 |
| iShares Core S&P 500 ETF | 10,739,647 | 1.31% | $787.75M | 0.09% | Jun 30, 2026 |
| Capital World Growth & Income Fund | 10,167,297 | 1.24% | $649.39M | 0.41% | May 31, 2026 |
| Fidelity 500 Index Fund | 10,054,521 | 1.23% | $642.18M | 0.08% | May 31, 2026 |
| Growth-Income Fund | 8,352,699 | 1.02% | $612.67M | 1.33% | Jun 30, 2026 |
| JPMorgan Equity Income Fund | 7,751,228 | 0.95% | $568.55M | 1.30% | Jun 30, 2026 |
| Vanguard Value Index Fund | 7,504,351 | 0.92% | $550.44M | 0.22% | Jun 30, 2026 |
| New Perspective Fund | 7,211,084 | 0.88% | $528.93M | 0.31% | Jun 30, 2026 |
| Growth Fund of America | 7,125,272 | 0.87% | $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 |
| Edward C. Dryden | President, RLC Americas | 9,358 | 0.00% | Nov 3, 2026 |
| Gaurang Pandya | President CHVAC Americas | 85,261 | 0.01% | Nov 3, 2026 |
| Beril Yildiz | VP, Controller & CAO | 805 | 0.00% | Oct 2, 2026 |
| Thomas Donato | President, CSE | – | – | Jul 24, 2026 |
| Michael Lotfy Gierges | President, CSAME | 4,024 | 0.00% | Apr 2, 2026 |
| Thomas Heim | President, CSE | 13,847 | 0.00% | Feb 11, 2026 |
| Nadia Villeneuve | SVP, Chief People/Comm Ofcr | 117,803 | 0.01% | 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 |
| Patrick P. Goris | EVP, Chief Finance/Strat Ofcr | 128,657 | 0.02% | Feb 3, 2026 |
| Kyle Crockett | VP, Controller & CAO | 38,882 | 0.00% | Feb 19, 2025 |
| John J. Greisch | Director | 17,557 | 0.00% | Nov 12, 2026 |
| Neil Barua | Director | – | – | Jul 24, 2026 |
| Maximilian Viessmann | Director | 37,979,286 | 4.64% | May 20, 2026 |
| Virginia M. Wilson | 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 |
| Jean Pierre Garnier | Director | – | – | Apr 17, 2026 |
| Michael Todman | 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 |
|---|---|---|---|---|---|---|
| John J. Greisch Director | Nov 10, 2026 | Gift | −17,860 | – | – | 17,557 |
| Gaurang Pandya President CHVAC Americas | Nov 1, 2026 | Tax withholding | −27,345 | $53.63 | $1.47M | 85,261 |
| Gaurang Pandya President CHVAC Americas | Nov 1, 2026 | Option exercise | +62,716 | – | – | 112,606 |
| Beril Yildiz VP, Controller & CAO | Oct 1, 2026 | Tax withholding | −260 | $55.22 | $14.36K | 805 |
| Beril Yildiz VP, Controller & CAO | Oct 1, 2026 | Option exercise | +1,065 | – | – | 1,065 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.44%
19M shares short
Days to cover
2.9
At 6M shares a day
Change since last report
+4.4%
From 18M shares
Short volume, 20 days
49.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Carrier Global's stock actually held short. Settlement fails (shares not delivered on time) peaked at 25,937 shares on Sep 23, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Viessmann Traeger HoldCo GmbH Affiliate | May 20, 2026 | 12,094,823 | $750.00M | May 20, 2026 | Private Placement |
| Viessmann Traeger HoldCo GmbH Affiliate | Jun 5, 2025 | 4,267,425 | $304.65M | Jun 5, 2025 | Private Placement |
| Kyle Crockett Officer | May 12, 2025 | 3,735 | $274.00K | May 12, 2025 | RSU |
| Kevin J. O'Connor Officer | Mar 13, 2025 | 34,428 | $2.24M | Mar 13, 2025 | SAR Exercise |
| Kevin J. O'Connor Officer | Feb 27, 2025 | 56,980 | $3.73M | Feb 27, 2025 | SAR Exercise |
| Kyle Crockett Officer | Feb 14, 2025 | 18,945 | $1.23M | Feb 14, 2025 | SAR EXERCISE AND SELL |
| Kevin J. O'Connor Officer | Feb 13, 2025 | 93,452 | $5.94M | Feb 13, 2025 | SAR EXERCISE AND SELL |
| Kevin J. O'Connor Officer | Feb 13, 2025 | 19,500 | $1.25M | Feb 13, 2025 | SAR EXERCISE |
| Kyle Crockett Officer | Nov 7, 2024 | 11,647 | $889.00K | Nov 7, 2024 | SAR Exercise |
| Kevin J. O'Connor Officer | Nov 6, 2024 | 167,183 | $12.00M | Nov 6, 2024 | SAR Exercise |
| Jurgen Timperman Officer | Aug 28, 2024 | 101 | $7.20K | Aug 28, 2024 | RSU Vesting |
| Ajay Agrawal Officer | Aug 8, 2024 | 62,382 | $4.03M | Aug 8, 2024 | SAR Exercise and Sell Net Shares |
| Jurgen Timperman Officer | Jul 29, 2024 | 115,951 | $7.80M | Jul 29, 2024 | SAR Exercise |
| Kyle Crockett Officer | May 21, 2024 | 4,611 | $306.12K | May 21, 2024 | SAR Exercise |
| Kevin J. O'Connor Officer | May 16, 2024 | 20,000 | $1.31M | May 16, 2024 | RSU Vesting |
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