As of the latest SEC filings, CARRIER GLOBAL Corp (CARR) is held by 730 institutional funds. The largest fund shareholder is American Mutual Fund (CMLAX), holding an estimated $1,916,405,775.60 in market value, representing 1.67% of its portfolio.
Funds holding CARRIER GLOBAL Corp (CARR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CARR
- CIK:
- 0001783180
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 1.67% | $1,916,405,775.60 | 28,530,680 | Apr 30, 2026 | Jun 26, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 1.07% | $1,783,730,124.39 | 31,676,969 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.07% | $1,419,703,993.59 | 25,212,289 | Mar 31, 2026 | May 28, 2026 |
|
DODGX
Dodge & Cox Stock Fund
|
MF | Independent / Boutique | 1.00% | $1,147,377,008.49 | 20,376,079 | Mar 31, 2026 | Jun 1, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.08% | $1,124,169,010.92 | 19,963,932 | Mar 31, 2026 | May 28, 2026 |
|
CGDV
Capital Group Dividend Value ETF
|
ETF | Independent / Boutique | 3.61% | $1,098,008,343.60 | 17,049,819 | Feb 28, 2026 | Apr 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.49% | $965,634,512.64 | 17,148,544 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.28% | $904,689,203.60 | 14,047,969 | Feb 28, 2026 | Apr 27, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.44% | $654,773,926.80 | 10,167,297 | Feb 28, 2026 | Apr 27, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.09% | $648,834,314.80 | 10,075,067 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.08% | $569,000,387.04 | 10,104,784 | Mar 31, 2026 | May 28, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.34% | $517,996,590.96 | 9,199,016 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.08% | $514,227,312.18 | 9,132,078 | Mar 31, 2026 | May 28, 2026 |
|
CAFAX
AMCAP Fund
|
MF | Independent / Boutique | 0.53% | $497,681,268.00 | 7,727,970 | Feb 28, 2026 | Apr 27, 2026 |
|
-
Growth-Income Fund
|
ETF | Capital Group / American Funds | 1.15% | $470,340,480.69 | 8,352,699 | Mar 31, 2026 | May 28, 2026 |
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.29% | $450,117,194.67 | 7,993,557 | Mar 31, 2026 | May 28, 2026 |
|
OIEIX
JPMorgan Equity Income Fund
|
MF | JPMorgan | 1.06% | $437,188,418.67 | 7,763,957 | Mar 31, 2026 | May 29, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.18% | $413,638,337.85 | 7,345,735 | Mar 31, 2026 | May 28, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.84% | $290,660,507.52 | 5,161,792 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.08% | $249,421,597.47 | 4,429,437 | Mar 31, 2026 | May 28, 2026 |
|
XLI
State Street(R) Industrial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.88% | $248,188,915.26 | 4,407,546 | Mar 31, 2026 | May 28, 2026 |
|
JEPI
JPMorgan Equity Premium Income ETF
|
ETF | JPMorgan | 0.54% | $237,040,154.67 | 4,209,557 | Mar 31, 2026 | May 29, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.22% | $207,870,797.49 | 3,094,697 | Apr 30, 2026 | Jun 26, 2026 |
|
VETAX
Victory Sycamore Established Value Fund
|
MF | Independent / Boutique | 1.38% | $207,220,800.00 | 3,680,000 | Mar 31, 2026 | May 28, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.08% | $206,319,952.62 | 3,664,002 | Mar 31, 2026 | May 28, 2026 |
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