CARR NYSE
Carrier Global Corporation
1W: -6.8%
1M: +2.9%
3M: -3.0%
YTD: +16.7%
1Y: -16.5%
3Y: +52.5%
5Y: +51.6%
$63.14
+0.96 (+1.54%)
Weekly Expected Move ±6.2%
$57
$61
$65
$69
$73
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Institutional Ownership — CARR
1,643
Institutional Holders
-14 vs prior quarter
0.0%
Ownership
+0.00pp
$38B
Total Invested
149
New Positions
484
Increased
743
Reduced
256
Closed
0.94
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1899 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 116,392,662 | $7.3B | +41,654,872 | +55.7% | 13Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 102,687,404 | $6.5B | — | +0.0% | 1Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 92,665,185 | $5.9B | -461,022 | -0.5% | 12Q | SEC ↗ |
| 4 | BlackRock, Inc. | 57,878,658 | $3.7B | +489,022 | +0.9% | 7Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 36,511,692 | $2.3B | — | +0.0% | 1Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 34,956,690 | $2.2B | -2,762,183 | -7.3% | 13Q | SEC ↗ |
| 7 | STATE STREET CORP | 33,509,413 | $2.1B | -219,416 | -0.7% | 13Q | SEC ↗ |
| 8 | Dodge & Cox | 26,622,273 | $1.7B | +13,200,981 | +98.4% | 13Q | SEC ↗ |
| 9 | Capital World Investors | 19,715,766 | $1.2B | -2,937,705 | -13.0% | 13Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 17,643,619 | $1.1B | +329,213 | +1.9% | 13Q | SEC ↗ |
| 11 | Fisher Asset Management, LLC | 13,029,802 | $$823M | -1,765,297 | -11.9% | 13Q | SEC ↗ |
| 12 | MORGAN STANLEY | 11,757,449 | $$742M | +210,952 | +1.8% | 12Q | SEC ↗ |
| 13 | Capital International Investors | 10,716,062 | $$677M | -14,185,992 | -57.0% | 13Q | SEC ↗ |
| 14 | BROWN ADVISORY INC | 10,231,691 | $$646M | -395,378 | -3.7% | 12Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 8,047,828 | $$508M | +97,408 | +1.2% | 13Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 7,943,454 | $$502M | -4,008,348 | -33.5% | 13Q | SEC ↗ |
| 17 | NORGES BANK NEW | 7,197,188 | $$454M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Fiera Capital Corp | 6,666,102 | $$421M | -257,383 | -3.7% | 13Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 6,592,682 | $$416M | +831,327 | +14.4% | 13Q | SEC ↗ |
| 20 | PineStone Asset Management Inc. | 6,572,910 | $$415M | -580,519 | -8.1% | 13Q | SEC ↗ |
| 21 | UBS AM, a distinct business unit of UB | 6,506,764 | $$411M | +409,666 | +6.7% | 13Q | SEC ↗ |
| 22 | DIMENSIONAL FUND ADVISORS LP | 6,291,311 | $$397M | +246,723 | +4.1% | 13Q | SEC ↗ |
| 23 | VICTORY CAPITAL MANAGEMENT INC | 5,941,125 | $$375M | +1,157,372 | +24.2% | 13Q | SEC ↗ |
| 24 | Nuveen, LLC | 5,640,617 | $$356M | -437,959 | -7.2% | 5Q | SEC ↗ |
| 25 | Invesco Ltd. | 5,482,734 | $$346M | +611,150 | +12.5% | 13Q | SEC ↗ |
| 26 | D. E. Shaw & Co., Inc. | 5,341,850 | $$337M | +4,193,904 | +365.3% | 12Q | SEC ↗ |
| 27 | SCHRODER INVESTMENT MANAGEMENT GROUP | 4,990,296 | $$315M | -256,798 | -4.9% | 13Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 4,936,240 | $$312M | +177,966 | +3.7% | 13Q | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 4,827,965 | $$305M | -76,183 | -1.6% | 13Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 4,799,927 | $$303M | +3,909,234 | +438.9% | 7Q | SEC ↗ |
| 31 | AMERIPRISE FINANCIAL INC | 4,757,238 | $$300M | +1,452,750 | +44.0% | 13Q | SEC ↗ |
| 32 | Legal & General Group Plc | 4,754,446 | $$300M | -13,676 | -0.3% | 13Q | SEC ↗ |
| 33 | UBS Group AG | 4,479,077 | $$283M | +2,272,892 | +103.0% | 13Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO NEW | 4,429,069 | $$280M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Artisan Partners Limited Partnership | 3,973,094 | $$251M | -421,644 | -9.6% | 6Q | SEC ↗ |
| 36 | PRIMECAP MANAGEMENT CO/CA | 3,840,205 | $$242M | +920,630 | +31.5% | 13Q | SEC ↗ |
| 37 | FIDUCIARY MANAGEMENT INC /WI | 3,567,389 | $$225M | -404,620 | -10.2% | 12Q | SEC ↗ |
| 38 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 3,502,128 | $$221M | +2,753,095 | +367.6% | 2Q | SEC ↗ |
| 39 | PRICE T ROWE ASSOCIATES INC /MD | 3,329,413 | $$210M | +356,803 | +12.0% | 13Q | SEC ↗ |
| 40 | Amundi | 3,128,546 | $$198M | +526,948 | +20.3% | 13Q | SEC ↗ |
| 41 | Pictet Asset Management Holding SA | 3,123,684 | $$197M | -412,590 | -11.7% | 11Q | SEC ↗ |
| 42 | DIAMOND HILL CAPITAL MANAGEMENT INC NEW | 2,900,670 | $$183M | — | +0.0% | 1Q | SEC ↗ |
| 43 | SUMMITRY LLC | 2,843,850 | $$180M | +1,853,098 | +187.0% | 9Q | SEC ↗ |
| 44 | BARCLAYS PLC | 2,791,116 | $$176M | +1,361,388 | +95.2% | 13Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 2,623,984 | $$166M | +210,546 | +8.7% | 13Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 2,583,017 | $$163M | -14,884 | -0.6% | 13Q | SEC ↗ |
| 47 | RAYMOND JAMES FINANCIAL INC | 2,553,783 | $$161M | +23,442 | +0.9% | 6Q | SEC ↗ |
| 48 | Gates Capital Management, Inc. | 2,494,791 | $$158M | -725,689 | -22.5% | 13Q | SEC ↗ |
| 49 | AQR CAPITAL MANAGEMENT LLC | 2,464,034 | $$156M | +1,183,767 | +92.5% | 13Q | SEC ↗ |
| 50 | DEUTSCHE BANK AG | 2,439,488 | $$154M | +35,760 | +1.5% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 102,687,404 | $6.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 36,511,692 | $2.3B |
| NORGES BANK | 7,197,188 | $$454M |
| VANGUARD FIDUCIARY TRUST CO | 4,429,069 | $$280M |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 2,900,670 | $$183M |
| Vanguard Global Advisers, LLC | 1,718,342 | $$108M |
| VANGUARD ASSET MANAGEMENT, Ltd | 1,361,672 | $$86M |
| CIBC Bancorp USA Inc. | 988,345 | $$62M |
| J. Goldman & Co LP | 796,738 | $$50M |
| WOODLEY FARRA MANION PORTFOLIO MANA | 632,287 | $$40M |
| TWO SIGMA ADVISERS, LP | 596,800 | $$38M |
| Vanguard Investments Australia, Ltd | 379,470 | $$24M |
| TIAA Wealth Investment Management L | 311,829 | $$20M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 287,428 | $$18M |
| TUDOR INVESTMENT CORP ET AL | 276,235 | $$17M |
| MILFORD FUNDS LTD | 233,835 | $$15M |
| SEB Asset Management AB | 155,704 | $$10M |
| Danica Pension, Livsforsikringsakti | 149,173 | $$9M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEM | 143,319 | $$9M |
| CIBC WORLD MARKETS CORP | 109,235 | $$7M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| C WorldWide Group Holding A/S | 3,150,938 | $$199M |
| Point72 Asset Management, L.P. | 3,049,604 | $$193M |
| Qube Research & Technologies Ltd | 2,419,007 | $$153M |
| Soundwatch Capital LLC | 1,467,429 | $$93M |
| Bristol Gate Capital Partners Inc. | 1,304,888 | $$82M |
| RENAISSANCE TECHNOLOGIES LLC | 1,239,100 | $$78M |
| NICHOLAS COMPANY, INC. | 922,625 | $$58M |
| Clark Capital Management Group, Inc | 890,228 | $$56M |
| 1832 Asset Management L.P. | 402,177 | $$25M |
| HRT FINANCIAL LP | 388,789 | $$25M |
| MEITAV INVESTMENT HOUSE LTD | 364,140 | $$23M |
| Connor, Clark & Lunn Investment Man | 351,670 | $$22M |
| Bornite Capital Management LP | 300,000 | $$19M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 277,200 | $$18M |
| Kranot Hishtalmut Le Morim Ve Ganan | 271,207 | $$17M |
| PROSPECTOR PARTNERS LLC | 247,005 | $$16M |
| Aquatic Capital Management LLC | 229,068 | $$14M |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 200,000 | $$13M |
| McElhenny Sheffield Capital Managem | 172,000 | $$11M |
| Sone Capital Management, LLC | 163,552 | $$10M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital Research Global Investors | +41,654,872 | +55.7% | 116,392,662 |
| Dodge & Cox | +13,200,981 | +98.4% | 26,622,273 |
| D. E. Shaw & Co., Inc. | +4,193,904 | +365.3% | 5,341,850 |
| CITADEL ADVISORS LLC | +3,909,234 | +438.9% | 4,799,927 |
| NOMURA ASSET MANAGEMENT INTERNATION | +2,753,095 | +367.6% | 3,502,128 |
| UBS Group AG | +2,272,892 | +103.0% | 4,479,077 |
| SUMMITRY LLC | +1,853,098 | +187.0% | 2,843,850 |
| Focus Partners Wealth | +1,808,485 | +1302.0% | 1,947,389 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +1,769,813 | +865.3% | 1,974,350 |
| TWO SIGMA INVESTMENTS, LP | +1,586,411 | +4868.1% | 1,618,999 |
| AMERIPRISE FINANCIAL INC | +1,452,750 | +44.0% | 4,757,238 |
| BARCLAYS PLC | +1,361,388 | +95.2% | 2,791,116 |
| AQR CAPITAL MANAGEMENT LLC | +1,183,767 | +92.5% | 2,464,034 |
| VICTORY CAPITAL MANAGEMENT INC | +1,157,372 | +24.2% | 5,941,125 |
| MILLENNIUM MANAGEMENT LLC | +974,254 | +273.9% | 1,329,990 |
| PRIMECAP MANAGEMENT CO/CA | +920,630 | +31.5% | 3,840,205 |
| BANK OF AMERICA CORP /DE | +831,327 | +14.4% | 6,592,682 |
| Albar Capital Partners LLP | +762,554 | +1133.8% | 829,811 |
| MARSHALL WACE, LLP | +701,115 | +1097.4% | 765,004 |
| Invesco Ltd. | +611,150 | +12.5% | 5,482,734 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital International Investors | -14,185,992 | -57.0% | 10,716,062 |
| GOLDMAN SACHS GROUP INC | -4,008,348 | -33.5% | 7,943,454 |
| ALLIANCEBERNSTEIN L.P. | -3,484,540 | -79.2% | 913,968 |
| JANE STREET GROUP, LLC | -3,115,772 | -95.6% | 143,898 |
| Capital World Investors | -2,937,705 | -13.0% | 19,715,766 |
| JPMORGAN CHASE & CO | -2,762,183 | -7.3% | 34,956,690 |
| Assenagon Asset Management S.A. | -2,429,747 | -98.8% | 30,574 |
| Impax Asset Management Group plc | -2,372,654 | -66.9% | 1,176,257 |
| HSBC HOLDINGS PLC | -1,831,684 | -55.5% | 1,467,626 |
| Fisher Asset Management, LLC | -1,765,297 | -11.9% | 13,029,802 |
| Schonfeld Strategic Advisors LLC | -1,233,883 | -82.2% | 267,972 |
| FMR LLC | -1,021,294 | -44.2% | 1,287,365 |
| Woodline Partners LP | -910,156 | -93.9% | 59,373 |
| PRUDENTIAL FINANCIAL INC | -840,874 | -68.7% | 383,089 |
| Gates Capital Management, Inc. | -725,689 | -22.5% | 2,494,791 |
| Northwest & Ethical Investments L.P | -709,603 | -97.5% | 18,333 |
| Auto-Owners Insurance Co | -675,665 | -98.1% | 12,787 |
| Corient Private Wealth LLC | -601,650 | -67.1% | 294,886 |
| SG Americas Securities, LLC | -599,647 | -84.0% | 114,043 |
| ONTARIO TEACHERS PENSION PLAN BOARD | -587,333 | -31.1% | 1,302,131 |