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Carrier Global Corp

CARR
Exchange
NYSE
Industry
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK
0001783180

No open-market purchases or sales by Carrier Global Corp insiders were filed in the last 90 days; 1,654 institutions reported holding it in 13F filings for Q2 2026, worth $53.1B in total; Markel Group is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Carrier Global Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,220
No complete 13F data for Q4 2020
Shares held
736.2M
No complete 13F data for Q4 2020
Total value
$31.1B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CARR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,220 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ1 2021: $31.1B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Carrier Global Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CARR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Roosevelt Investment Group LLC467,797$19.8M1.29%––
Lombard Odier Asset Management (Europe) Ltd471,506$19.9M1.25%––
Capital Bank & Trust Co479,191$20.2M0.24%––
Anomaly Capital Management, LP481,250$20.3M1.98%––
State of New Jersey Common Pension Fund D492,693$20.8M0.07%––
Madison Avenue Partners, LP495,459$20.9M6.41%––
Public Employees Retirement System of Ohio507,915$21.4M0.09%––
D. E. Shaw & Co., Inc.522,183$22.0M0.03%––
Delta Asset Management LLC529,003$22.3M2.26%––
Chevy Chase Trust Holdings, Inc.559,979$23.6M0.08%––
Stifel Financial Corp588,654$24.9M0.04%––
Mitsubishi UFJ Trust & Banking Corp626,196$26.1M0.06%––
Eaton Vance Management623,431$26.3M0.04%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main652,696$27.6M0.05%––
Ferguson Wellman Capital Management, Inc662,855$28.0M0.97%––
Baird Financial Group, Inc.676,610$28.6M0.08%––
Teacher Retirement System of Texas693,806$29.3M0.16%––
Susquehanna Fundamental Investments, LLC700,000$29.6M0.51%––
Glenmede Trust Co NA705,348$29.8M0.16%––
First Republic Investment Management, Inc.723,855$30.6M0.10%––
Calamos Advisors LLC725,908$30.6M0.18%––
Wafra Inc.731,026$30.9M1.28%––
Grantham, Mayo, Van Otterloo & Co. LLC731,884$30.9M0.17%––
Prudential Financial Inc739,574$31.2M0.05%––
Bank of Nova Scotia745,841$31.5M0.06%––
AXA S.A.789,799$33.3M0.10%––
First Trust Advisors LP800,149$33.8M0.04%––
Citigroup Inc804,572$34.0M0.03%––
Great West Life Assurance Co830,505$34.9M0.08%––
Reynders McVeigh Capital Management, LLC835,541$35.3M2.35%––
State of Wisconsin Investment Board876,756$37.0M0.08%––
Two Sigma Advisers, LP907,800$38.3M0.11%––
New York State Teachers Retirement System972,358$41.1M0.09%––
Scout Investments, Inc.988,068$41.7M0.63%––
APG Asset Management N.V.1,198,807$43.1M0.07%––
Bank of Montreal1,020,096$43.4M0.03%––
Electron Capital Partners, LLC1,045,673$44.1M3.10%––
Principal Financial Group Inc1,061,192$44.8M0.03%––
Adage Capital Partners GP, L.L.C.1,063,119$44.9M0.09%––
State Board of Administration of Florida Retirement System1,126,288$47.6M0.09%––
Raymond James & Associates1,138,682$48.1M0.05%––
Bel Air Investment Advisors LLC1,148,061$48.5M1.57%––
Davide Leone & Partners Investment Co Ltd.1,243,757$52.5M7.04%––
Alliancebernstein L.P.1,295,271$54.7M0.02%––
New York State Common Retirement Fund1,359,906$57.4M0.06%––
Artisan Partners Limited Partnership1,361,586$57.5M0.07%––
National Pension Service1,390,715$58.7M0.12%––
Royal Bank of Canada1,400,189$59.1M0.02%––
Railway Pension Investments Ltd1,401,800$59.2M0.55%––
Victory Capital Management Inc1,402,243$59.2M0.06%––
Rhumbline Advisers1,417,722$59.9M0.08%––
DekaBank Deutsche Girozentrale1,422,238$60.2M0.20%––
Balyasny Asset Management LLC1,426,453$60.2M0.36%––
Price T Rowe Associates Inc1,442,242$60.9M0.01%––
Federated Hermes, Inc.1,450,836$61.3M0.12%––
Manufacturers Life Insurance Company, The1,457,269$61.5M0.05%––
AQR Capital Management LLC1,469,879$62.1M0.10%––
The PNC Financial Services Group, Inc.1,488,494$62.8M0.06%––
Citadel Advisors LLC1,562,924$66.0M0.07%––
California State Teachers Retirement System1,650,892$69.7M0.09%––
Ensign Peak Advisors, Inc1,674,020$70.7M0.15%––
HSBC Holdings PLC1,695,917$71.7M0.10%––
Russell Investments Group, Ltd.1,702,673$71.9M0.13%––
Causeway Capital Management LLC1,751,976$74.0M1.46%––
Marshall Wace Asia Ltd1,883,143$79.5M1.78%––
Millennium Management LLC1,883,308$79.5M0.11%––
Mawer Investment Management Ltd.1,914,472$80.8M0.44%––
Goldman Sachs Group Inc1,924,098$81.2M0.02%––
California Public Employees Retirement System1,993,762$84.2M0.06%––
UBS Group AG2,060,950$87.0M0.04%––
Capital International Inc2,140,404$90.4M0.84%––
Arrowstreet Capital, Limited Partnership2,294,444$96.9M0.13%––
Wells Fargo & Company2,346,455$99.1M0.02%––
Rockefeller Capital Management L.P.2,608,391$110.1M0.75%––
Brown Advisory Inc2,666,418$112.6M0.19%––
Bank Julius Baer & Co. Ltd, Zurich2,683,378$113.3M0.85%––
Laurion Capital Management LP2,698,870$113.9M1.55%––
Deutsche Bank AG2,763,531$116.7M0.06%––
Fisher Asset Management, LLC2,830,906$119.5M0.08%––
Theleme Partners LLP2,892,396$122.1M4.09%––
Renaissance Technologies LLC2,913,926$123.0M0.15%––
Parametric Portfolio Associates LLC2,967,780$125.3M0.07%––
Massachusetts Financial Services Co3,047,483$128.7M0.04%––
Lansdowne Partners (UK) LLP3,064,514$129.4M5.75%––
Swiss National Bank3,163,508$133.6M0.09%––
Janus Henderson Group PLC3,339,595$141.0M0.06%––
Credit Suisse AG3,361,460$141.9M0.10%––
Invesco Ltd.3,385,201$142.9M0.04%––
JPMorgan Chase & Co3,492,383$147.4M0.02%––
Charles Schwab Investment Management Inc3,710,375$156.7M0.06%––
Gates Capital Management, Inc.3,764,851$159.0M5.79%––
Morgan Stanley3,988,004$168.4M0.02%––
UBS Asset Management Americas Inc4,001,438$168.9M0.07%––
Sumitomo Mitsui Trust Holdings, Inc.4,615,187$194.9M0.12%––
Amundi Asset Management US, Inc.4,957,720$209.3M0.16%––
Primecap Management Co5,085,752$214.7M0.15%––
Nordea Investment Management AB5,363,984$226.5M0.33%––
Diamond Hill Capital Management Inc5,538,871$233.9M0.95%––
Legal & General Group Plc5,882,927$248.4M0.09%––
Burgundy Asset Management Ltd.6,262,801$264.4M2.69%––