CARR Institutional Ownership
Carrier Global Corporation
1W: +3.0%
1M: +3.5%
3M: -3.5%
YTD: +8.5%
1Y: +0.4%
3Y: +23.4%
5Y: +13.7%
$57.83
+1.39 (+2.46%)
Weekly Expected Move ±2.2%
$54
$55
$56
$57
$59
Credit Risk of going bust: lower than 64% of companies Debt: 21.0% of company value Bonds: $185.4M held by 267 funds, 76 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.17 (down 98%), Carrier Global Corporation would be worth roughly what it owes.
Total debt $12.39B against a stock market value of $46.52B.
Distance to default 6.67 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $6.79B (short-term plus half of long-term), stock volatility 35.0%; Altman Z 2.39. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.17 (down 98%), Carrier Global Corporation would be worth roughly what it owes.
Total debt $12.39B against a stock market value of $46.52B.
Distance to default 6.67 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $6.79B (short-term plus half of long-term), stock volatility 35.0%; Altman Z 2.39. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — CARR
1,730
Institutional Holders
+86 vs prior quarter
0.0%
Ownership
+0.00pp
$53B
Total Invested
249
New Positions
566
Increased
627
Reduced
77
Closed
1.06
Put/Call Ratio
Ownership Trends
Top Institutional Holders (707 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 81,575,322 | $4.7B | +80,403,966 | +6864.2% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 34,386,031 | $2.0B | +34,386,031 | — | 1Q | SEC ↗ |
| 3 | DODGE & COX NEW | 27,475,603 | $1.6B | +27,475,603 | — | 1Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 6,765,820 | $391M | +6,765,820 | — | 1Q | SEC ↗ |
| 5 | PineStone Asset Management Inc. | 6,128,808 | $354M | -204,600 | -3.2% | 3Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC NEW | 4,757,238 | $275M | +4,757,238 | — | 1Q | SEC ↗ |
| 7 | Artisan Partners Limited Partnership NEW | 4,549,041 | $263M | +4,549,041 | — | 1Q | SEC ↗ |
| 8 | PRIMECAP MANAGEMENT CO/CA/ NEW | 3,866,183 | $224M | +3,866,183 | — | 1Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC NEW | 3,025,970 | $175M | +3,025,970 | — | 1Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC NEW | 2,248,891 | $130M | +2,248,891 | — | 1Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN NEW | 1,800,042 | $104M | +1,800,042 | — | 1Q | SEC ↗ |
| 12 | Diamond Hill Capital Management, LLC ( NEW | 1,788,605 | $103M | +1,788,605 | — | 1Q | SEC ↗ |
| 13 | HSBC HOLDINGS PLC | 1,589,619 | $92M | -5,321,537 | -77.0% | 25Q | SEC ↗ |
| 14 | Ensign Peak Advisors, Inc NEW | 1,407,805 | $81M | +1,407,805 | — | 1Q | SEC ↗ |
| 15 | DAVENPORT & Co LLC | 1,360,276 | $79M | +74,234 | +5.8% | 3Q | SEC ↗ |
| 16 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,144,913 | $66M | -55,688 | -4.6% | 2Q | SEC ↗ |
| 17 | Freestone Grove Partners LP | 1,005,203 | $58M | +1,002,880 | +43171.8% | 2Q | SEC ↗ |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 981,755 | $57M | +981,755 | — | 1Q | SEC ↗ |
| 19 | Reynders McVeigh Capital Management, L NEW | 918,219 | $53M | +918,219 | — | 1Q | SEC ↗ |
| 20 | PRINCIPAL FINANCIAL GROUP INC NEW | 897,715 | $52M | +897,715 | — | 1Q | SEC ↗ |
| 21 | ONTARIO TEACHERS PENSION PLAN BOARD NEW | 890,797 | $52M | +890,797 | — | 1Q | SEC ↗ |
| 22 | TORONTO DOMINION BANK NEW | 791,811 | $46M | +791,811 | — | 1Q | SEC ↗ |
| 23 | Vontobel Holding Ltd. NEW | 684,670 | $40M | +684,670 | — | 1Q | SEC ↗ |
| 24 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 682,282 | $39M | +682,282 | — | 1Q | SEC ↗ |
| 25 | Cardinal Capital Management, Inc. | 575,335 | $33M | +37,934 | +7.1% | 2Q | SEC ↗ |
| 26 | DEPRINCE RACE & ZOLLO INC | 568,663 | $33M | -3,925 | -0.7% | 2Q | SEC ↗ |
| 27 | Vident Advisory, LLC NEW | 557,313 | $32M | +557,313 | — | 1Q | SEC ↗ |
| 28 | DELTA ASSET MANAGEMENT LLC/TN NEW | 476,937 | $28M | +476,937 | — | 1Q | SEC ↗ |
| 29 | BECKER CAPITAL MANAGEMENT INC NEW | 415,130 | $24M | +415,130 | — | 1Q | SEC ↗ |
| 30 | Corient Private Wealth LP NEW | 402,497 | $23M | +402,497 | — | 1Q | SEC ↗ |
| 31 | PROFESSIONAL ADVISORY SERVICES INC | 370,360 | $21M | +68,547 | +22.7% | 2Q | SEC ↗ |
| 32 | GATEWAY INVESTMENT ADVISERS LLC | 363,840 | $21M | -3,610 | -1.0% | 2Q | SEC ↗ |
| 33 | MARSHALL WACE, LLP NEW | 351,833 | $20M | +351,833 | — | 1Q | SEC ↗ |
| 34 | Mariner, LLC | 340,252 | $20M | -239,330 | -41.3% | 2Q | SEC ↗ |
| 35 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF NEW | 291,008 | $17M | +291,008 | — | 1Q | SEC ↗ |
| 36 | Foster Victor Wealth Advisors, LLC NEW | 285,997 | $17M | +285,997 | — | 1Q | SEC ↗ |
| 37 | CULLEN/FROST BANKERS, INC. NEW | 282,011 | $16M | +282,011 | — | 1Q | SEC ↗ |
| 38 | M&T BANK CORP NEW | 260,719 | $15M | +260,719 | — | 1Q | SEC ↗ |
| 39 | ADAMS DIVERSIFIED EQUITY FUND, INC. NEW | 257,700 | $15M | +257,700 | — | 1Q | SEC ↗ |
| 40 | NISA INVESTMENT ADVISORS, LLC NEW | 256,520 | $15M | +256,520 | — | 1Q | SEC ↗ |
| 41 | Baker Chad R NEW | 253,050 | $15M | +253,050 | — | 1Q | SEC ↗ |
| 42 | MARKEL GROUP INC. | 235,000 | $14M | -125,800 | -34.9% | 2Q | SEC ↗ |
| 43 | AdviceOne Advisory Services, LLC NEW | 230,386 | $13M | +230,386 | — | 1Q | SEC ↗ |
| 44 | Czech National Bank NEW | 222,230 | $13M | +222,230 | — | 1Q | SEC ↗ |
| 45 | MERCER GLOBAL ADVISORS INC /ADV NEW | 220,413 | $13M | +220,413 | — | 1Q | SEC ↗ |
| 46 | Mn Services Vermogensbeheer B.V. NEW | 220,200 | $13M | +220,200 | — | 1Q | SEC ↗ |
| 47 | Jump Financial, LLC NEW | 218,597 | $13M | +218,597 | — | 1Q | SEC ↗ |
| 48 | Schonfeld Strategic Advisors LLC NEW | 214,736 | $12M | +214,736 | — | 1Q | SEC ↗ |
| 49 | HIGHLAND CAPITAL MANAGEMENT, LLC NEW | 212,793 | $12M | +212,793 | — | 1Q | SEC ↗ |
| 50 | Segment Wealth Management, LLC | 204,537 | $12M | +3,344 | +1.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 34,386,031 | $2.0B |
| DODGE & COX | 27,475,603 | $1.6B |
| GOLDMAN SACHS GROUP INC | 6,765,820 | $391M |
| AMERIPRISE FINANCIAL INC | 4,757,238 | $275M |
| Artisan Partners Limited Partnershi | 4,549,041 | $263M |
| PRIMECAP MANAGEMENT CO/CA/ | 3,866,183 | $224M |
| CITADEL ADVISORS LLC | 3,025,970 | $175M |
| ENVESTNET ASSET MANAGEMENT INC | 2,248,891 | $130M |
| WELLS FARGO & COMPANY/MN | 1,800,042 | $104M |
| Diamond Hill Capital Management, LL | 1,788,605 | $103M |
| Ensign Peak Advisors, Inc | 1,407,805 | $81M |
| NEW YORK STATE COMMON RETIREMENT FU | 981,755 | $57M |
| Reynders McVeigh Capital Management | 918,219 | $53M |
| PRINCIPAL FINANCIAL GROUP INC | 897,715 | $52M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 890,797 | $52M |
| TORONTO DOMINION BANK | 791,811 | $46M |
| Vontobel Holding Ltd. | 684,670 | $40M |
| STATE BOARD OF ADMINISTRATION OF FL | 682,282 | $39M |
| Vident Advisory, LLC | 557,313 | $32M |
| DELTA ASSET MANAGEMENT LLC/TN | 476,937 | $28M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +80,403,966 | +6864.2% | 81,575,322 |
| Freestone Grove Partners LP | +1,002,880 | +43171.8% | 1,005,203 |
| DAVENPORT & Co LLC | +74,234 | +5.8% | 1,360,276 |
| Family Capital Trust Co | +68,823 | +95587.5% | 68,895 |
| PROFESSIONAL ADVISORY SERVICES INC | +68,547 | +22.7% | 370,360 |
| HM PAYSON & CO | +68,468 | +657.2% | 78,886 |
| Patten Group, Inc. | +54,335 | +13449.3% | 54,739 |
| Mariner, LLC | +42,448 | +14.6% | 332,239 |
| Cardinal Capital Management, Inc. | +37,934 | +7.1% | 575,335 |
| HSBC HOLDINGS PLC | +26,888 | +2.7% | 1,014,196 |
| QRG CAPITAL MANAGEMENT, INC. | +20,372 | +15.5% | 152,176 |
| MOODY NATIONAL BANK TRUST DIVISION | +19,036 | +288.2% | 25,642 |
| CITIZENS FINANCIAL GROUP INC/RI | +18,720 | +130.7% | 33,039 |
| CHICAGO TRUST Co NA | +15,040 | +1016.2% | 16,520 |
| EASTERN BANK | +13,745 | +1261.0% | 14,835 |
| Krilogy Financial LLC | +12,480 | +285.8% | 16,846 |
| Welch Group, LLC | +10,466 | +7.3% | 153,645 |
| MBL Wealth, LLC | +9,585 | +245.7% | 13,486 |
| Central Pacific Bank - Trust Divisi | +9,305 | +1979.8% | 9,775 |
| Simmons Bank | +8,314 | +2335.4% | 8,670 |