Company Analysis

Carrier Global Corporation (CARR)

NYSE: CARR · Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · Palm Beach Gardens, FL · filing with the SEC since 2019
Grade5.4
◀ Past 6.0● Present 5.9▶ Future 4.3

Who owns Carrier Global Corporation

As filed with the SEC
Holders of 5% or more
3
Capital Research Global Investors holds 12.8% of Common Stock, as its SCHEDULE 13G/A filed Aug 12, 2026 says.
Directors and officers
21
report now, of 34 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Capital Research Global Investors
SCHEDULE 13G/A · filed Aug 12, 2026 · Common Stock · 13.8% in Mar 5, 2026
12.8%
Blackrock, Inc.
7.6%
Vanguard Capital Management
7.07%
Viessmann Generations Group GmbH & Co. KG
SCHEDULE 13D/A · filed May 20, 2026 · Common Stock, par value $0.01 per share · reported falling below 5%, from 5.84% in Jun 5, 2025
under 5%
Capital World Investors
SCHEDULE 13G/A · filed May 13, 2025 · Common Stock · reported falling below 5%
under 5%
Capital International Investors
SCHEDULE 13G/A · filed Feb 13, 2026 · Common Stock · reported falling below 5%, from 7% in May 13, 2025
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
under 5%
What CARR reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
VCS Business
A company bought · acquisition · Dec 2023 · owns, named in the 10-K filed Feb 5, 2026

348 subsidiaries in 60 countries, from the list filed with the 10-K filed Feb 5, 2026.

Insider tradesForm 4
1sales
1purchases
0sales on a scheduled plan
1people selling
$750Msold, in dollars
$1.0Mbought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
20212223242526
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 35 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Viessmann Maximiliandirector1$750M00$0
Gitlin David L.Chairman and CEO0$001$1.0M
SI Assistanton CARR · research, not advice