Funds holding Carrier Global Corp
731 funds declare a position · 202 ETFs and 529 other funds · 22.3B $· 879.1M SEK· 17.3M € · US14448C1045
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Investment Co of America Investment Co of America | 31,676,969 | 1.8B $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 2 | American Mutual Fund American Mutual Fund | 28,530,680 | 1.9B $ | 1.67 % | as of Apr 30, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 25,212,289 | 1.4B $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 4 | Dodge & Cox Stock Fund Dodge & Cox Funds | 20,376,079 | 1.1B $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 19,963,932 | 1.1B $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 17,148,544 | 965.6M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 7 | Capital Group Dividend Value ETF Capital Group Dividend Value ETF | 17,049,819 | 1.1B $ | 3.61 % | as of Feb 28, 2026 · Original filing |
| 8 | Growth Fund of America Growth Fund of America | 14,047,969 | 904.7M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 9 | Capital World Growth & Income Fund Capital World Growth & Income Fund | 10,167,297 | 654.8M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 10 | iShares Core S&P 500 ETF iShares Trust | 10,104,784 | 569M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 11 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 10,075,067 | 648.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 12 | American Funds Fundamental Investors American Funds Fundamental Investors | 9,199,016 | 518M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 13 | Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 8,352,699 | 470.3M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 14 | New Perspective Fund New Perspective Fund | 7,993,557 | 450.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 15 | JPMorgan Equity Income Fund JPMorgan Trust II | 7,763,957 | 437.2M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| 16 | AMCAP Fund AMCAP Fund | 7,727,970 | 497.7M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| 17 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 7,345,735 | 413.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 18 | VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 5,161,792 | 290.7M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 19 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,429,437 | 249.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 20 | State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 4,407,546 | 248.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 21 | JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 4,209,557 | 237M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 22 | Victory Sycamore Established Value Fund Victory Portfolios | 3,680,000 | 207.2M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| 23 | American Balanced Fund American Balanced Fund | 3,664,002 | 206.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 3,094,697 | 207.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 25 | VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 2,965,217 | 167M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 26 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,874,398 | 193.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 27 | JPMorgan U.S. Equity Fund JPMorgan Trust I | 2,092,215 | 117.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 28 | Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I | 2,076,340 | 133.7M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| 29 | Brown Advisory Sustainable Growth Fund Brown Advisory Funds | 2,009,120 | 113.1M $ | 2.58 % | as of Mar 31, 2026 · Original filing |
| 30 | JPMorgan U.S. Value Fund JPMorgan Trust I | 1,954,759 | 110.1M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| 31 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,940,784 | 109.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 32 | iShares Russell 1000 Value ETF iShares Trust | 1,802,315 | 101.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 33 | Capital Group Core Equity ETF Capital Group Core Equity ETF | 1,796,285 | 115.7M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| 34 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,744,206 | 117.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 35 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,651,299 | 93M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 36 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 1,612,684 | 108.3M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 37 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,480,854 | 95.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 38 | iShares S&P 500 Value ETF iShares Trust | 1,360,379 | 76.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 39 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,172,902 | 75.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 40 | iShares Core Dividend Growth ETF iShares Trust | 1,131,197 | 76M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 41 | AP7 Aktiefond Sjunde AP-fonden | 1,109,536 | 595.2M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 42 | DIAMOND HILL LARGE CAP FUND Diamond Hill Funds | 1,016,326 | 57.2M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| 43 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 990,505 | 55.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 44 | Nomura Core Equity Fund IVY FUNDS | 960,758 | 54.1M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| 45 | FMI Large Cap Fund FMI Funds Inc | 950,000 | 53.5M $ | 4.82 % | as of Mar 31, 2026 · Original filing |
| 46 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 932,191 | 52.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 47 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 929,116 | 52.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 48 | Nomura Value Fund Delaware Group Equity Funds II | 921,700 | 59.4M $ | 3.02 % | as of Feb 27, 2026 · Original filing |
| 49 | JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 910,814 | 51.3M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 50 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 877,293 | 56.5M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| 51 | State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST | 863,797 | 48.6M $ | 3.35 % | as of Mar 31, 2026 · Original filing |
| 52 | Dodge & Cox Balanced Fund Dodge & Cox Funds | 843,000 | 47.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 53 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 814,619 | 52.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 54 | Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I | 790,424 | 50.9M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| 55 | Franklin Equity Income Fund Franklin Investors Securities Trust | 785,000 | 52.7M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| 56 | S&P 500 Index Master Portfolio Master Investment Portfolio | 713,839 | 40.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 57 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 686,526 | 44.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 58 | Nuveen Equity Index Fund TIAA-CREF Funds | 675,856 | 45.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 59 | iShares Core S&P U.S. Value ETF iShares Trust | 665,339 | 37.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 60 | Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 663,285 | 44.6M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| 61 | Equity Income Fund Principal Funds, Inc | 642,152 | 43.1M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 62 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 641,028 | 43.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 63 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 590,954 | 39.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 64 | Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III | 583,238 | 32.8M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| 65 | KOVITZ CORE EQUITY ETF Valued Advisers Trust | 579,994 | 39M $ | 2.97 % | as of Apr 30, 2026 · Original filing |
| 66 | iShares Russell 1000 ETF iShares Trust | 559,544 | 31.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 67 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 547,011 | 36.7M $ | 2.23 % | as of Apr 30, 2026 · Original filing |
| 68 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 546,545 | 36.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 69 | JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 534,950 | 30.1M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 70 | JPMorgan Hedged Equity Fund JPMorgan Trust I | 525,424 | 29.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 71 | DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust | 503,349 | 28.3M $ | 3.76 % | as of Mar 31, 2026 · Original filing |
| 72 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 492,928 | 27.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 73 | Large Cap Index Master Portfolio Master Investment Portfolio | 475,322 | 26.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 74 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 471,222 | 31.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 75 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 464,548 | 31.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 76 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 463,560 | 31.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 77 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 459,544 | 29.6M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 78 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 447,017 | 25.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 79 | Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF | 438,583 | 28.2M $ | 1.88 % | as of Feb 28, 2026 · Original filing |
| 80 | Artisan Global Opportunities Fund Artisan Partners Funds Inc. | 430,052 | 24.2M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 81 | JNL/JPMorgan U.S. Value Fund JNL Series Trust | 424,696 | 23.9M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| 82 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 417,059 | 26.9M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 83 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 410,686 | 26.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 84 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 407,497 | 27.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 85 | AQR Long-Short Equity Fund AQR Funds | 396,770 | 22.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 86 | MidCap Value Fund I Principal Funds, Inc | 389,200 | 26.1M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| 87 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 387,006 | 24.9M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 88 | Growth Fund AMERICAN FUNDS INSURANCE SERIES | 383,874 | 21.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 89 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 381,587 | 21.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 90 | VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 379,534 | 21.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 91 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 367,954 | 20.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 92 | Victory Pioneer Core Equity Fund Victory Portfolios IV | 360,330 | 20.3M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 93 | SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 357,041 | 20.1M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 94 | Brown Advisory Flexible Equity Fund Brown Advisory Funds | 356,989 | 20.1M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| 95 | Gateway Fund Gateway Trust | 355,196 | 20M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 96 | BNY Mellon Large Cap Securities Fund, Inc. BNY Mellon Large Cap Securities Fund, Inc. | 338,857 | 19.1M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 97 | College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 333,914 | 18.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 98 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 325,231 | 20.9M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 99 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 322,100 | 18.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 100 | T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 321,209 | 18.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
Institutional managers
1477 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Capital Research Global Investors | 116,392,662 | 6.6B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 57,878,658 | 3.3B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 34,956,690 | 1.9B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 33,509,413 | 1.9B $ | as of Mar 31, 2026 |
| Dodge & Cox | 26,622,273 | 1.5B $ | as of Mar 31, 2026 |
| Capital World Investors | 19,715,766 | 1.1B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 17,643,619 | 989.1M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 13,029,802 | 733.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,261,215 | 690.4M $ | as of Mar 31, 2026 |
| Capital International Investors | 10,716,062 | 603.3M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 8,093,705 | 455.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 8,047,828 | 453.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 7,943,454 | 447.3M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 6,666,102 | 375.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 6,592,682 | 371.2M $ | as of Mar 31, 2026 |
| PineStone Asset Management Inc. | 6,572,910 | 370.1M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6,506,764 | 366.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 6,291,311 | 354.2M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 5,941,125 | 334.5M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 5,640,617 | 317.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 5,482,734 | 308.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,936,240 | 278M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 4,827,965 | 271.9M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 4,990,296 | 271.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 4,757,238 | 267.8M $ | as of Mar 31, 2026 |