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Funds Holding Carrier Global Corp

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Carrier Global Corp, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of CARR →
Funds holding
184
as of 2026-07-31
Reported value
$3.7B
summed across funds
Fund families
87
named trusts
Largest conviction
4.79%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Carbon Collective Climate Solutions U.S. Equity ETFTidal Trust II35.4K sh$2.2M4.79%
SUMMITRY EQUITY FUNDValued Advisers Trust52.5K sh$3.2M4.38%
KOVITZ CORE EQUITY ETFValued Advisers Trust833.5K sh$51.5M3.61%
REYNDERS, MCVEIGH CORE EQUITY FUNDCapitol Series Trust49.1K sh$3M2.84%
Wedbush LAFFER|TENGLER New Era Value ETFWedbush Series Trust15.7K sh$971.3K2.57%
NYLIM PineStone U.S. Equity FundNYLIM FUNDS TRUST152.5K sh$9.4M2.47%
Global Environmental Opportunities FundJohn Hancock Investment Trust21K sh$1.3M2.45%
NYLIM PineStone Global Equity FundNYLIM FUNDS TRUST15.4K sh$949.9K2.15%
Becker Equity FundProfessionally Managed Portfolios34.5K sh$2.1M1.99%
Invesco BuyBack AchieversTM ETFInvesco Exchange-Traded Fund Trust721.2K sh$44.6M1.96%
Harbor Large Cap Value FundHARBOR FUNDS265K sh$16.4M1.73%
Nuveen Mid Cap Value Opportunities FundNuveen Investment Funds, Inc.98.5K sh$6.1M1.63%
American Mutual FundAmerican Mutual Fund28.5M sh$1.8B1.50%
CIBC ATLAS EQUITY INCOME FUNDADVISORS' INNER CIRCLE FUND75.8K sh$4.7M1.42%
Nuveen Dividend Value FundNuveen Investment Funds, Inc.631K sh$39M1.12%
O'Shaughnessy Market Leaders Value FundAdvisors Series Trust51.4K sh$3.2M1.11%
Invesco S&P 500 Equal Weight Industrials ETFInvesco Exchange-Traded Fund Trust190.3K sh$11.8M1.08%
SA JPMorgan Equity-Income PortfolioSUNAMERICA SERIES TRUST133.7K sh$8.3M1.06%
Franklin Equity Income FundFranklin Investors Securities Trust852.5K sh$52.7M1.05%
Nuveen Mid Cap Value FundTIAA-CREF Funds282K sh$17.4M1.04%
Eaton Vance Tax-Managed Diversified Equity Income FundEaton Vance Tax-Managed Diversified Equity Income Fund368.1K sh$22.7M0.91%
Nuveen Large Cap Select FundNuveen Investment Funds, Inc.7.2K sh$442.4K0.88%
MFS Global Equity FundMFS Series Trust VI187K sh$11.6M0.79%
INDUSTRIALS ULTRASECTOR PROFUNDProFunds1.4K sh$88.8K0.71%
MidCap Value Fund IPrincipal Funds, Inc270.5K sh$16.7M0.68%
Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST246.5K sh$15.2M0.66%
Pacer Data and Digital Revolution ETFPacer Funds Trust100.2K sh$6.2M0.65%
Direxion Daily Industrials Bull 3X SharesDirexion Shares ETF Trust5.8K sh$356.5K0.63%
Disciplined Value SeriesManning & Napier Fund, Inc.12.5K sh$775.5K0.59%
BNY Mellon Dynamic Value ETFBNY Mellon ETF Trust II172.9K sh$10.7M0.58%
iShares U.S. Industrials ETFiShares Trust181.4K sh$11.2M0.58%
Pacer Solactive Whitney Future of Warfare ETFPacer Funds Trust1.5K sh$89.7K0.57%
Nationwide Schroders Global Equity FundNationwide Mutual Funds26.8K sh$1.7M0.55%
Tax-Managed Value PortfolioTax-Managed Value Portfolio113K sh$7M0.55%
Rockefeller Global Equity ETFTidal Trust III71.7K sh$4.4M0.54%
Victory Pioneer Equity Income FundVictory Portfolios IV61.3K sh$3.8M0.47%
PGIM Quant Solutions Large-Cap Core FundPrudential Investment Portfolios 975.1K sh$4.6M0.44%
Nationwide BNY Mellon Dynamic U.S. Equity Income FundNationwide Mutual Funds60.8K sh$3.8M0.39%
iShares Morningstar Mid-Cap Growth ETFiShares Trust228.7K sh$14.1M0.36%
VANGUARD WINDSOR II FUNDVANGUARD WINDSOR FUNDS3.9M sh$239.4M0.36%
Dimensional US Large Cap Value ETFDimensional ETF Trust365.3K sh$22.6M0.33%
iShares Morningstar Mid-Cap ETFiShares Trust88.9K sh$5.5M0.33%
THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO1.6M sh$99M0.32%
iShares Morningstar Mid-Cap Value ETFiShares Trust55.7K sh$3.4M0.30%
American Beacon Diversified FundAmerican Beacon Institutional Funds Trust25.1K sh$1.5M0.26%
iShares Core Dividend ETFiShares Trust68.9K sh$4.3M0.25%
Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC35.2K sh$2.2M0.25%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust599.1K sh$37M0.24%
Capital Group U.S. Equity FundCapital Group U.S. Equity Fund14.5K sh$899K0.21%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS3.1M sh$194.3M0.20%
iShares MSCI USA Size Factor ETFiShares Trust12.6K sh$778.2K0.18%
Steward Values Enhanced Large Cap FundSteward Funds Inc9.4K sh$578.4K0.18%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust2.7M sh$169.5M0.18%
Pacer WealthShield ETFPacer Funds Trust676 sh$41.8K0.17%
Manzil Russell Halal USA Broad Market ETFEA Series Trust672 sh$41.5K0.17%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST18.5K sh$1.1M0.16%
PRIMECAP Odyssey Stock FundPRIMECAP Odyssey Funds120.8K sh$7.5M0.16%
LARGE-CAP VALUE PROFUNDProFunds138 sh$8.5K0.16%
Dimensional US Large Cap Vector ETFDimensional ETF Trust13.1K sh$809.8K0.15%
Green Century Equity FundGREEN CENTURY FUNDS19.6K sh$1.2M0.15%
Calamos Hedged Equity FundCALAMOS INVESTMENT TRUST/IL21.3K sh$1.3M0.15%
iShares Core Dividend Growth ETFiShares Trust1M sh$62.7M0.15%
PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III2.8K sh$175.7K0.14%
iShares ESG Optimized MSCI USA ETFiShares Trust93K sh$5.7M0.14%
Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust129.1K sh$8M0.14%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO13.2K sh$818.7K0.14%
iShares ESG MSCI KLD 400 ETFiShares Trust115.3K sh$7.1M0.13%
Fidelity Hedged Equity ETFFidelity Greenwood Street Trust20.1K sh$1.2M0.13%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust263.6K sh$16.3M0.13%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust308.5K sh$19.1M0.13%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST24K sh$1.5M0.13%
Nuveen Large Cap Value Index FundTIAA-CREF Funds285K sh$17.6M0.13%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust21.5K sh$1.3M0.13%
Fidelity MSCI North American Subset Index ETFFidelity Covington Trust24.9K sh$1.5M0.13%
Transamerica Large Core ESGTRANSAMERICA FUNDS3.7K sh$228.6K0.13%
Parametric Volatility Risk Premium - Defensive FundEaton Vance Mutual Funds Trust27K sh$1.7M0.12%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC49.8K sh$3.1M0.12%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust1.3K sh$80K0.11%
Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO231.7K sh$14.3M0.11%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS40 sh$2.5K0.11%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds76.5K sh$4.7M0.10%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC138.9K sh$8.6M0.10%
Multi-Strategy Income FundRUSSELL INVESTMENT CO4.8K sh$299.1K0.10%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust36.5K sh$2.3M0.10%
Nuveen ESG Large-Cap ETFNuShares ETF Trust1.1K sh$69.8K0.10%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS20.1K sh$1.2M0.10%
Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL270.7K sh$16.7M0.09%
Dimensional US Core Equity Market ETFDimensional ETF Trust174.9K sh$10.8M0.09%
Invesco MSCI Global Climate 500 ETFInvesco Exchange-Traded Fund Trust II21.9K sh$1.4M0.09%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS109 sh$6.7K0.08%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST179.3K sh$11.1M0.08%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust132.6K sh$8.2M0.08%
iShares Morningstar Growth ETFiShares Trust42.1K sh$2.6M0.08%
Dimensional US Vector Equity ETFDimensional ETF Trust7.3K sh$450.7K0.08%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III4.5K sh$275.9K0.08%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust4.4K sh$271.8K0.08%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS39.6K sh$2.4M0.08%
Nuveen S&P 500 Index FundTIAA-CREF Funds166.4K sh$10.3M0.08%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust39.8K sh$2.5M0.08%
Nationwide S&P 500 Index FundNationwide Mutual Funds22.2K sh$1.4M0.08%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.16.3K sh$1M0.08%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC173.5K sh$10.7M0.07%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust228.3K sh$14.1M0.07%
Victory 500 Index FundVictory Portfolios III185.5K sh$11.5M0.07%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.32.6K sh$2M0.07%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST1.7M sh$107.8M0.07%
Dimensional US Core Equity 1 ETFDimensional ETF Trust40.3K sh$2.5M0.07%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust577.1K sh$35.7M0.07%
LargeCap S&P 500 Index FundPrincipal Funds, Inc160.9K sh$9.9M0.07%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust107K sh$6.6M0.07%
E*TRADE No Fee Large Cap Index FundE Trade Trust1.6K sh$99.3K0.07%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS600 sh$37.1K0.07%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST25.6K sh$1.6M0.07%
TCW Transform 500 ETFTCW ETF Trust13.1K sh$811.3K0.07%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC463.6K sh$28.7M0.07%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust223.1K sh$13.8M0.07%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST39.1K sh$2.4M0.07%
Vox Populi ETFAdvisors Series Trust69 sh$4.3K0.07%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust65.1K sh$4M0.07%
iShares Morningstar U.S. Equity ETFiShares Trust15.1K sh$933K0.07%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC65.5K sh$4M0.07%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS42 sh$2.6K0.07%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS56 sh$3.5K0.07%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust3.3K sh$201.7K0.07%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS735 sh$45.4K0.07%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC471.2K sh$29.1M0.07%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust3.1K sh$193.5K0.07%
iShares Dow Jones U.S. ETFiShares Trust33.3K sh$2.1M0.07%
Wilmington Large-Cap Strategy FundWilmington Funds6.9K sh$426.5K0.07%
Nationwide BNY Mellon Dynamic U.S. Core FundNationwide Mutual Funds18.1K sh$1.1M0.07%
Schwab 1000 Index FundSCHWAB INVESTMENTS248.4K sh$15.4M0.07%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust2.9K sh$182.1K0.07%
Dimensional U.S. Equity Market ETFDimensional ETF Trust230K sh$14.2M0.07%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust18.8K sh$1.2M0.07%
E*TRADE No Fee Total Market Index FundE Trade Trust1.2K sh$74.1K0.07%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC27.1K sh$1.7M0.07%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust424.7K sh$26.3M0.07%
Nuveen Equity Index FundTIAA-CREF Funds647.6K sh$40M0.07%
Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC1.8K sh$112K0.07%
iShares Total U.S. Stock Market Index FundBlackRock Funds50.9K sh$3.1M0.07%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST471.3K sh$29.1M0.07%
JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust4.9K sh$302.1K0.07%
iShares Morningstar Value ETFiShares Trust13.7K sh$847.8K0.06%
JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust326 sh$20.2K0.06%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust614 sh$38K0.06%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust5.4K sh$335.7K0.06%
ULTRABULL PROFUNDProFunds1.7K sh$104K0.06%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust61K sh$3.8M0.06%
iShares MSCI Kokusai ETFiShares Trust2.3K sh$140K0.06%
AMT Diversified Equity FundADVISER MANAGED TRUST3.6K sh$219.9K0.06%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust18.8K sh$1.2M0.05%
PRIMECAP Odyssey Growth FundPRIMECAP Odyssey Funds51.6K sh$3.2M0.05%
American Conservative Values ETFETF Opportunities Trust1.2K sh$77K0.05%
iShares MSCI ACWI ETFiShares Trust234.7K sh$14.5M0.04%
iShares U.S. Industry Rotation Active ETFBlackRock ETF Trust243 sh$15K0.04%
BULL PROFUNDProFunds368 sh$22.7K0.04%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS668.9K sh$41.3M0.04%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO19.8K sh$1.2M0.04%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust10K sh$620.1K0.04%
BlackRock Dynamic High Income PortfolioBlackRock Funds II10.2K sh$627.7K0.04%
Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust104 sh$6.4K0.04%
BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust70 sh$4.3K0.04%
LargeCap Value Fund IIIPrincipal Funds, Inc12.2K sh$756.7K0.03%
BlackRock Multi-Asset Income PortfolioBlackRock Funds II54.5K sh$3.4M0.03%
BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.80K sh$4.9M0.03%
Catholic Responsible Investments Multi-Style US Equity FundCatholic Responsible Investments Funds2.9K sh$181.4K0.02%
SA JPMorgan Large Cap Core PortfolioSUNAMERICA SERIES TRUST2K sh$122K0.02%
FlexShares ESG & Climate US Large Cap Core Index FundFlexShares Trust385 sh$23.8K0.02%
New World Fund IncNew World Fund Inc275.6K sh$17M0.02%
iShares Dynamic Short-Term Active ETFBlackRock ETF Trust517 sh$32K0.02%
Morningstar Alternatives FundMorningstar Funds Trust660 NC$40.8K0.02%
SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST1.8K sh$109.8K0.01%
SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST2.6K sh$160.5K0.01%
Column Mid Cap FundTrust for Professional Managers1.8K sh$105.3K0.01%
SA JPMorgan Diversified Balanced PortfolioSUNAMERICA SERIES TRUST240 sh$14.8K0.00%
SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST199 sh$12.3K0.00%
PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST38 sh$2.3K0.00%
Green Century Balanced FundGREEN CENTURY FUNDS45 sh$2.8K0.00%
iShares Total Return Active ETFBlackRock ETF Trust II75 sh$4.6K0.00%
BlackRock Diversified Fixed Income FundBlackRock Funds III47 sh$2.9K0.00%
Morningstar Total Return Bond FundMorningstar Funds Trust34 sh$2.1K0.00%
Saba Capital Income & Opportunities FundSaba Capital Income & Opportunities Fund-188 sh-$11.6K-0.00%
Saba Capital Income & Opportunities Fund IISaba Capital Income & Opportunities Fund II-295 sh-$18.2K-0.01%
YieldMax(R) Ultra Short Option Income Strategy ETFTidal Trust II-11K sh-$679.9K-3.70%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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