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Carrier Global

1,639 hedge funds and large institutions have $53B invested in Carrier Global in 2026 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 565 increasing their positions, 552 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 249 | Existing positions closed: 75

31% more capital invested

Capital invested by funds: $40.4B → $53B (+$12.6B)

11% more call options, than puts

Call options by funds: $296M | Put options by funds: $267M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

10% more funds holding

Funds holding: 1,4941,639 (+145)

1.21% more ownership

Funds ownership: 85.99%87.2% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 552

Holders
1,639
Holders Change
+145
Holders Change %
+9.71%
% of All Funds
19.8%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
249
Increased
565
Reduced
552
Closed
75
Calls
$296M
Puts
$267M
Net Calls
+$29.7M
Net Calls Change
+$91.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$7.78B -$675M -10,327,315 -9%
BlackRock
2
BlackRock
New York
$4.93B +$608M +9,297,537 +16%
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
$3.76B -$3.88M -59,428 -0.1%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$2.68B +$3.54M +54,218 +0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.53B -$30.7M -469,166 -1%
State Street
6
State Street
Massachusetts
$2.52B +$57.3M +876,618 +3%
Dodge & Cox
7
Dodge & Cox
California
$2.02B +$55.8M +853,330 +3%
Capital World Investors
8
Capital World Investors
California
$1.42B -$24.9M -381,062 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.29B +$3.63M +55,495 +0.3%
Fisher Asset Management
10
Fisher Asset Management
Washington
$957M +$1.14M +17,498 +0.1%
Morgan Stanley
11
Morgan Stanley
New York
$804M -$85.2M -1,304,143 -11%
Ameriprise
12
Ameriprise
Minnesota
$611M +$231M +3,535,107 +74%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$591M +$211M +3,226,002 +67%
Northern Trust
14
Northern Trust
Illinois
$589M -$1.16M -17,775 -0.2%
Bank of America
15
Bank of America
North Carolina
$573M +$79.6M +1,217,927 +18%
Norges Bank
16
Norges Bank
Norway
$560M +$499M +7,631,155 New
Goldman Sachs
17
Goldman Sachs
New York
$496M -$77M -1,177,634 -15%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$475M +$12.4M +189,087 +3%
PAM
19
PineStone Asset Management
Quebec, Canada
$465M -$15.7M -239,502 -4%
UBS AM
20
UBS AM
Illinois
$441M -$32.4M -495,507 -8%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$433M +$59.3M +907,084 +18%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$427M -$55.6M -850,325 -13%
Nuveen
23
Nuveen
North Carolina
$421M +$6.15M +94,120 +2%
Victory Capital Management
24
Victory Capital Management
Texas
$419M -$14.7M -224,393 -4%
Brown Advisory
25
Brown Advisory
Maryland
$411M -$163M -2,493,401 -31%

CARR Hedge Fund Activity: Q2 2026 in Review

1,639 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2026, worth a combined $53B — up 31% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 249 funds opened new CARR positions and 75 closed out — a net gain of 174 holders — while 565 added to existing stakes and 552 trimmed.

The largest buyer was BlackRock, adding an estimated $608M. The largest seller was Capital International Investors, cutting an estimated $681M.

  • 1,639 institutional investors held Carrier Global (CARR) as of Q2 2026, up from 1,494 in Q1 2026.
  • Funds reported $53B of Carrier Global stock for Q2 2026, up 31% quarter-over-quarter.
  • 249 funds opened new Carrier Global positions in Q2 2026 and 75 closed out, a net change of +174 holders.
  • The largest Carrier Global buyer in Q2 2026 was BlackRock, an estimated $608M added.
  • The largest Carrier Global seller in Q2 2026 was Capital International Investors, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2026.