Carrier Global Corp. has 7 Schedule 13D or 13G filings on record since 2026-02-13. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Capital Research Global Investors | 12.8% | 106,125,890 | SCHEDULE 13G/A, 2026-08-12 | 2026-06-30 |
| BlackRock, Inc. | 7.6% | 63,205,764 | SCHEDULE 13G/A, 2026-07-27 | 2026-06-30 |
| Vanguard Capital Management | 7.07% | 59,137,052 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Viessmann Generations Group GmbH & Co. KG | 4.57% | 37,979,286 | SCHEDULE 13D/A, 2026-05-20 | 2026-05-20 |
| Capital International Investors | 3% | 25,133,377 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Purpose of Transaction (Item 4)
Viessmann Generations Group GmbH & Co. KG
On May 20, 2026, Viessmann Traeger HoldCo GmbH (together with its affiliates, "VGG") entered into a block trade (the "Block Trade") with JPMorgan Chase Bank, N.A. ("JPMorgan") with respect to a portion of VGG's ownership of Carrier Global Corporation ("Carrier" or the "Company") common stock. The aggregate number of shares sold in the Block Trade was 12,094,823. The price of the shares sold in the Block Trade represents a discount of 2.4847% to the closing price of Carrier's common stock on May 20, 2026. VGG received the Carrier shares as consideration for Carrier's acquisition of Viessmann Climate Solutions in January 2024. VGG entered into the Block Trade to support portfolio rebalancing. Notwithstanding the Block Trade, VGG continues to hold a substantial ownership position in the Company and remains one of the Company's largest shareholders. Max Viessmann remains firmly committed to Carrier for the long term, as demonstrated by his substantial investment in the Company and his sustained focus on advancing its growth strategy and value creation framework. Mr. Viessmann believes that his investment in Carrier positions VGG to participate in the Company's long-term growth and supports the Company's competitiveness over the short-term and long-term. As further evidence of Mr. Viessmann's belief in Carrier and its future, he will proudly continue to serve on the Company's Board of Directors and will assume the role of Chair of the Company's Technology & Innovation …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-05-20; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-02-13 | Capital International Investors | 3% | SCHEDULE 13G/A |
| 2026-03-05 | Capital Research Global Investors | 13.8% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Capital Management | 7.07% | SCHEDULE 13G |
| 2026-05-20 | Viessmann Generations Group GmbH & Co. KG | 4.57% | SCHEDULE 13D/A |
| 2026-07-27 | BlackRock, Inc. | 7.6% | SCHEDULE 13G/A |
| 2026-08-12 | Capital Research Global Investors | 12.8% | SCHEDULE 13G/A |
Tools for this story
Each opens in a new tab, filled in for Carrier Global Corp.. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.