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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 94.29 M | $5.48 B | 0.50% | 11.23% |
| 05/14/2024 | CAPITAL RESEARCH GLOBAL INVESTORS | 92.33 M | $5.37 B | -0.54% | 10.27% |
| 05/14/2024 | CAPITAL INTERNATIONAL INVESTORS | 84.83 M | $4.93 B | 4.64% | 9.43% |
| 05/10/2024 | BLACKROCK INC. | 57.31 M | $3.33 B | -5.63% | 6.83% |
| 05/14/2024 | CAPITAL WORLD INVESTORS | 56.46 M | $3.28 B | -11.97% | 6.28% |
| 05/15/2024 | STATE STREET CORP | 33.29 M | $1.94 B | -0.14% | 3.96% |
| 05/10/2024 | JPMORGAN CHASE & CO | 23.10 M | $1.34 B | 280.11% | 2.75% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 18.97 M | $1.10 B | 2.77% | 2.26% |
| 05/15/2024 | MORGAN STANLEY | 13.73 M | $798.11 M | 43.08% | 1.64% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 13.44 M | $781.29 M | 5.98% | 1.60% |
| 05/14/2024 | DODGE & COX | 14.38 M | $836.01 M | -0.30% | 1.60% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 13.68 M | $795.24 M | 2.80% | 1.52% |
| 05/01/2024 | FIERA CAPITAL CORP | 8.84 M | $513.66 M | -4.42% | 0.98% |
| 05/14/2024 | NORTHERN TRUST CORP | 7.91 M | $459.59 M | -4.65% | 0.94% |
| 05/14/2024 | LEGAL & GENERAL GROUP PLC | 6.52 M | $378.90 M | -3.84% | 0.78% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 5.96 M | $346.66 M | -4.21% | 0.71% |
| 05/13/2024 | FMR LLC | 5.28 M | $306.96 M | -25.93% | 0.63% |
| 05/14/2024 | PICTET ASSET MANAGEMENT HOLDING SA | 5.64 M | $328.05 M | 13.91% | 0.63% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 5.23 M | $304.18 M | -1.11% | 0.62% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.69 M | $272.85 M | 1.41% | 0.56% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 4.64 M | $269.64 M | -11.16% | 0.55% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 4.37 M | $253.81 M | -4.71% | 0.52% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 4.15 M | $241.31 M | -8.90% | 0.49% |
| 04/30/2024 | IMPAX ASSET MANAGEMENT GROUP PLC | 4.41 M | $256.37 M | 33.36% | 0.49% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 4.05 M | $235.34 M | -2.15% | 0.48% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 4.03 M | $234.49 M | -72.78% | 0.48% |
| 05/03/2024 | C WORLDWIDE GROUP HOLDING A/S | 4.17 M | $242.65 M | -0.70% | 0.46% |
| 05/13/2024 | BURGUNDY ASSET MANAGEMENT LTD. | 3.79 M | $220.08 M | -0.66% | 0.42% |
| 05/14/2024 | INVESCO LTD. | 3.49 M | $202.96 M | -14.49% | 0.42% |
| 05/14/2024 | FIDUCIARY MANAGEMENT INC /WI/ | 3.70 M | $215.02 M | -6.61% | 0.41% |
| 05/15/2024 | GATES CAPITAL MANAGEMENT, INC. | 3.12 M | $181.47 M | 1.96% | 0.35% |
| 05/14/2024 | PRIMECAP MANAGEMENT CO/CA/ | 3.06 M | $178.06 M | -29.38% | 0.34% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 2.66 M | $154.48 M | -0.59% | 0.32% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 2.56 M | $148.74 M | 1.03% | 0.30% |
| 05/15/2024 | AMUNDI | 2.72 M | $145.24 M | -2.79% | 0.30% |
| 04/16/2024 | STONEPINE ASSET MANAGEMENT INC. | 2.68 M | $155.65 M | -43.66% | 0.30% |
| 05/07/2024 | SWISS NATIONAL BANK | 2.42 M | $140.73 M | -7.57% | 0.29% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 2.57 M | $149.49 M | 32.97% | 0.29% |
| 05/15/2024 | BARCLAYS PLC | 2.28 M | $132.36 M | 0.28% | 0.27% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 2.15 M | $125.12 M | -5.94% | 0.26% |
| 04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 2.10 M | $121.90 M | -2.40% | 0.23% |
| 05/13/2024 | UBS GROUP AG | 1.89 M | $109.81 M | 16.71% | 0.23% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 1.79 M | $103.87 M | 3.62% | 0.21% |
| 05/15/2024 | ROYAL BANK OF CANADA | 1.70 M | $98.76 M | -0.82% | 0.20% |
| 05/14/2024 | NATIONAL PENSION SERVICE | 1.77 M | $103.17 M | 1.80% | 0.20% |
| 04/24/2024 | BROWN ADVISORY INC | 1.67 M | $97.08 M | -1.35% | 0.19% |
| 05/09/2024 | RHUMBLINE ADVISERS | 1.55 M | $90.11 M | -1.42% | 0.18% |
| 05/10/2024 | BRISTOL GATE CAPITAL PARTNERS INC. | 1.61 M | $93.69 M | -0.06% | 0.18% |
| 04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.50 M | $87.11 M | -2.29% | 0.18% |
| 05/14/2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1.60 M | $93.19 M | -5.78% | 0.18% |
A. During the previous two years, 1691 institutional investors and hedge funds held shares of Carrier Global Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 94.29 M
Capital Research Global Investors: 92.33 M
Capital International Investors: 84.83 M
BlackRock Inc.: 57.31 M
Capital World Investors: 56.46 M
STATE STREET CORP: 33.29 M
A. 83.15% of Carrier Global Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 918.81 M shares in the last 24 months. This purchase volume represents approximately $57.96 B in transactions.
