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Funds / institutions · SEC Form 13F

What institutions reported holding

Search 292,522 reported position rows across 20 reporting entities and their collected quarters. Explore the holdings behind the names.

Collection dates and how to read these holdings

Partial manager coverage. Form 13F reports quarter-end holdings, usually filed later; not exact trades, transaction dates, current portfolios or ETF constituent data. Short positions, some securities, confidential holdings and unreviewed amendments may be absent. CUSIP and issuer names are preserved as filed; ticker/issuer-CIK matching is not inferred. Values use the SEC filing-date format (USD from January 3, 2023; thousands of USD before). Available valid filings are searchable even without comparison quarters. Combination reports and confidential-omission flags describe incomplete reported portfolios; only disclosed positions are shown, with no inferred missing holdings. Separate reporting entities remain separate.

47 source-checked filings. A reported portfolio snapshot—not executed trades. Histories may be incomplete; missing data does not mean no holdings. Featured investor names identify associated management firms, not personal portfolios.

  • Third Point LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:43.118Z
  • APPALOOSA LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:41.303Z
  • VANGUARD GROUP INC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:55.910Z
  • TWO SIGMA INVESTMENTS, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:27.467Z
  • Pershing Square Capital Management, L.P.: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:37.679Z
  • STATE STREET CORP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:58.075Z
  • COATUE MANAGEMENT LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:31.488Z
  • TIGER GLOBAL MANAGEMENT LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:33.886Z
  • RENAISSANCE TECHNOLOGIES LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:25.387Z
  • GOLDMAN SACHS GROUP INC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:08.805Z
  • Bridgewater Associates, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:29.574Z
  • Duquesne Family Office LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:45.054Z
  • JPMORGAN CHASE & CO: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:03.721Z
  • TCI FUND MANAGEMENT LTD: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:46.863Z
  • PERSHING SQUARE INC.: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:39.481Z
  • Altimeter Capital Management, LP: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:35.674Z
  • MORGAN STANLEY: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:12.934Z
  • FMR LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:00.998Z
  • Berkshire Hathaway Inc: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:13:54.052Z
  • CITADEL ADVISORS LLC: filed 2026-01-01–2026-10-16; collected 2026-10-18T03:14:21.575Z

Reported positions

292,522 matching source rows · Page 216 of 11,701. A security can appear in multiple quarters or reporting entities.

CARPENTER TECHNOLOGY CORP

COMMON · CUSIP 144285103

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$987,031
Reported shares
1626
Source units and reporting details

Value as filed: 987031 USD. Discretion code: DFND. Filing-local manager numbers: 15. Voting authority: sole 1626, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Asia Pacific) Ltd · 13F file 028-17029

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARPENTER TECHNOLOGY CORP

COMMON · CUSIP 144285103

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$3,980,903
Reported shares
6558
Source units and reporting details

Value as filed: 3980903 USD. Discretion code: DFND. Filing-local manager numbers: 8. Voting authority: sole 6558, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (UK) Ltd · 13F file 028-11947

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARPENTER TECHNOLOGY CORP

COMMON · CUSIP 144285103

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$27,311,494
Reported shares
44992
Source units and reporting details

Value as filed: 27311494 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 44992, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARPENTER TECHNOLOGY CORP

COMMON · CUSIP 144285103

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$8,360,624
Reported shares
13773
Source units and reporting details

Value as filed: 8360624 USD. Discretion code: DFND. Filing-local manager numbers: 16. Voting authority: sole 13773, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Japan) Ltd · 13F file 028-14958

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARPENTER TECHNOLOGY CORP

COMMON · CUSIP 144285103

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$181,402,417
Reported shares
298836
Source units and reporting details

Value as filed: 181402417 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 0, shared 0, none 298836.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARPENTER TECHNOLOGY CORP

COMMON · CUSIP 144285103

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$46,741
Reported shares
77
Source units and reporting details

Value as filed: 46741 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 77, shared 0, none 0.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIAGE SVCS INC

COMMON · CUSIP 143905107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$18,330
Reported shares
475
Source units and reporting details

Value as filed: 18330 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 475.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIAGE SVCS INC

COMMON · CUSIP 143905107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$519,151
Reported shares
13453
Source units and reporting details

Value as filed: 519151 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 13453, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Investment Management Inc. · 13F file 028-11937

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIAGE SVCS INC

COMMON · CUSIP 143905107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$23,733
Reported shares
615
Source units and reporting details

Value as filed: 23733 USD. Discretion code: DFND. Filing-local manager numbers: 6. Voting authority: sole 615, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities plc · 13F file 028-12006

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIAGE SVCS INC

COMMON · CUSIP 143905107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$3,177,153
Reported shares
82331
Source units and reporting details

Value as filed: 3177153 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 82331, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIAGE SVCS INC

COMMON · CUSIP 143905107

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$229,186
Reported shares
5939
Source units and reporting details

Value as filed: 229186 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 5939.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$782,190
Reported shares
10652
Source units and reporting details

Value as filed: 782190 USD. Discretion code: OTR. Filing-local manager numbers: 23. Voting authority: sole 0, shared 0, none 10652.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$43,544
Reported shares
593
Source units and reporting details

Value as filed: 43544 USD. Discretion code: OTR. Filing-local manager numbers: 4. Voting authority: sole 0, shared 593, none 0.

Included managers attributed to this row:

  • J.P. Morgan Investment Management Inc. · 13F file 028-11937

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,565,014
Reported shares
21313
Source units and reporting details

Value as filed: 1565014 USD. Discretion code: OTR. Filing-local manager numbers: 13. Voting authority: sole 0, shared 21313, none 0.

Included managers attributed to this row:

  • J.P. Morgan (Suisse) SA · 13F file 028-17025

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$415,908
Reported shares
5664
Source units and reporting details

Value as filed: 415908 USD. Discretion code: OTR. Filing-local manager numbers: 1. Voting authority: sole 0, shared 0, none 5664.

Included managers attributed to this row:

  • J.P. Morgan Trust Co of Delaware · 13F file 028-12125

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—other. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$9,942,789
Reported shares
135405
Source units and reporting details

Value as filed: 9942789 USD. Discretion code: OTR. Filing-local manager numbers: 2. Voting authority: sole 0, shared 0, none 135405.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$2,273,099
Reported shares
30956
Source units and reporting details

Value as filed: 2273099 USD. Discretion code: DFND. Filing-local manager numbers: 24. Voting authority: sole 30956, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan SE · 13F file 028-23287

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$3,219,098
Reported shares
43839
Source units and reporting details

Value as filed: 3219098 USD. Discretion code: DFND. Filing-local manager numbers: 16. Voting authority: sole 43839, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Japan) Ltd · 13F file 028-14958

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$1,222,702,394
Reported shares
16651265
Source units and reporting details

Value as filed: 1222702394 USD. Discretion code: DFND. Filing-local manager numbers: 4. Voting authority: sole 15712821, shared 23442, none 915002.

Included managers attributed to this row:

  • J.P. Morgan Investment Management Inc. · 13F file 028-11937

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$114,249,296
Reported shares
1555894
Source units and reporting details

Value as filed: 114249296 USD. Discretion code: DFND. Filing-local manager numbers: 8. Voting authority: sole 1372358, shared 50388, none 133148.

Included managers attributed to this row:

  • JPMorgan Asset Management (UK) Ltd · 13F file 028-11947

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$39,946
Reported shares
544
Source units and reporting details

Value as filed: 39946 USD. Discretion code: DFND. Filing-local manager numbers: 23. Voting authority: sole 544, shared 0, none 0.

Included managers attributed to this row:

  • 55I, LLC · 13F file 028-19649

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$2,909,737
Reported shares
39626
Source units and reporting details

Value as filed: 2909737 USD. Discretion code: DFND. Filing-local manager numbers: 5. Voting authority: sole 39626, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities LLC · 13F file 028-11925

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$52,320,931
Reported shares
712528
Source units and reporting details

Value as filed: 52320931 USD. Discretion code: DFND. Filing-local manager numbers: 6. Voting authority: sole 712528, shared 0, none 0.

Included managers attributed to this row:

  • J.P. Morgan Securities plc · 13F file 028-12006

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$442,269
Reported shares
6023
Source units and reporting details

Value as filed: 442269 USD. Discretion code: DFND. Filing-local manager numbers: 15. Voting authority: sole 6023, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Asset Management (Asia Pacific) Ltd · 13F file 028-17029

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗

CARRIER GLOBAL CORPORATION

COMMON · CUSIP 14448C104

Reporting manager: JPMORGAN CHASE & CO · CIK 0000019617

Discretion: shared—defined. These are reported positions, not separate purchases by each included manager.

Quarter ended
2026-06-30
Filed
2026-08-12
Reported value (USD)
$26,615,805
Reported shares
362465
Source units and reporting details

Value as filed: 26615805 USD. Discretion code: DFND. Filing-local manager numbers: 2. Voting authority: sole 362465, shared 0, none 0.

Included managers attributed to this row:

  • JPMorgan Chase Bank, N.A. · 13F file 028-00123

Accession 0000019617-26-000325. No ticker or issuer CIK has been inferred from this CUSIP. Shared positions must not be added across managers without checking for duplicate reporting.

Original SEC submission ↗