Skip to main content

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, Q2 2021

Institutional positions in Carrier Global Corp as of Jun 30, 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
1,249
+40 vs. Q1 2021
Shares held
734.2M
+3.67M (+0.5%) vs. Q1 2021
Total value
$35.7B
+$4.85B (+15.7%) vs. Q1 2021
New holders
129
428 more added
Sold out
89
459 more reduced

11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,249 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 heldQ2 2021: $35.7B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2021.

Institutions holding CARR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
ProShare Advisors LLC117,379$5.71M0.02%+11,151+10.5%Added
Capital Management Corp117,432$5.71M1.21%+16,655+16.5%Added
Moody National Bank Trust Division117,905$5.73M0.12%−194−0.2%Reduced
Metropolitan Life Insurance Co119,059$5.79M0.08%+2,035+1.7%Added
D.A. Davidson & Co.122,544$5.96M0.07%+161+0.1%Added
Swiss Life Asset Management Ltd120,372$6.02M0.08%−40,848−25.3%Reduced
Point72 Asset Management, L.P.123,900$6.02M0.03%−7,257−5.5%Reduced
Mackay Shields LLC128,392$6.24M0.06%−73,891−36.5%Reduced
Intrinsic Edge Capital Management LLC128,506$6.25M0.37%00.0%Unchanged
Neuberger Berman Group LLC133,239$6.26M0.01%+75,355+130.2%Added
Cambridge Investment Research Advisors, Inc.129,198$6.28M0.03%+34,232+36.0%Added
Private Advisor Group, LLC129,614$6.30M0.06%+14,422+12.5%Added
Steward Partners Investment Advisory, LLC130,713$6.35M0.11%−5,535−4.1%Reduced
Bradley Foster & Sargent Inc131,286$6.38M0.15%−4,831−3.5%Reduced
Skandinaviska Enskilda Banken AB (publ)132,728$6.45M0.04%−8,490−6.0%Reduced
Gamco Investors, Inc. Et Al133,895$6.51M0.06%−1,200−0.9%Reduced
MML Investors Services, LLC135,188$6.57M0.06%+30,392+29.0%Added
Texas Permanent School Fund135,704$6.59M0.08%−741−0.5%Reduced
Punch & Associates Investment Management, Inc.138,002$6.71M0.38%+674+0.5%Added
Calamos Wealth Management LLC138,672$6.74M0.52%+117,870+566.6%Added
Comerica Securities,inc.141,300$6.88M0.52%+141,300New
Janney Montgomery Scott LLC142,039$6.90M0.03%+770+0.5%Added
Capital International Sarl143,122$6.96M0.60%+4,161+3.0%Added
Synovus Financial Corp143,247$6.97M0.07%−6,747−4.5%Reduced
Creative Planning144,454$7.02M0.01%+1,814+1.3%Added
Fiduciary Trust Co144,727$7.03M0.14%−1,589−1.1%Reduced
Kanawha Capital Management LLC145,971$7.09M0.65%+6,559+4.7%Added
Martin Investment Management, LLC146,053$7.10M1.83%+1,455+1.0%Added
Windward Capital Management Co146,238$7.11M0.66%−300−0.2%Reduced
Clifford Swan Investment Counsel LLC125,160$7.14M0.27%−19,035−13.2%Reduced
M. Kraus & Co147,334$7.16M2.58%+430+0.3%Added
British Columbia Investment Management Corp152,773$7.42M0.05%+17,800+13.2%Added
CIBC Private Wealth Group, LLC156,754$7.62M0.02%−4,390−2.7%Reduced
Meyer Handelman Co157,625$7.66M0.30%+700+0.4%Added
Cutler Investment Counsel LLC157,775$7.67M1.20%+638+0.4%Added
Osborne Partners Capital Management, LLC158,201$7.69M0.63%+2,146+1.4%Added
Gulf International Bank (UK) Ltd160,330$7.79M0.10%+380.0%Added
Churchill Management Corp163,395$7.94M0.12%+163,395New
Utah Retirement Systems165,604$8.05M0.10%−1,000−0.6%Reduced
Worldquant Millennium Advisors LLC168,363$8.18M0.18%+91,890+120.2%Added
Schonfeld Strategic Advisors LLC169,286$8.23M0.09%−98,114−36.7%Reduced
Davenport & Co LLC169,676$8.25M0.06%+11,109+7.0%Added
Credit Agricole S A178,815$8.69M0.29%+2,055+1.2%Added
Andra AP-fonden185,500$9.02M0.18%−43,000−18.8%Reduced
Peapack Gladstone Financial Corp185,603$9.02M0.22%+12,276+7.1%Added
Fayez Sarofim & Co186,050$9.04M0.03%−10,757−5.5%Reduced
Korea Investment CORP187,300$9.10M0.03%−38,200−16.9%Reduced
MetLife Investment Management189,384$9.20M0.08%−5,336−2.7%Reduced
Commerce Bank194,430$9.45M0.07%−9,188−4.5%Reduced
Xponance, Inc.196,830$9.57M0.18%+129,477+192.2%Added
Olstein Capital Management, L.P.198,000$9.62M1.21%00.0%Unchanged
DnB Asset Management AS203,895$9.91M0.07%+8,195+4.2%Added
State of Tennessee, Treasury Department204,771$9.95M0.04%+201+0.1%Added
State of Michigan Retirement System205,343$9.98M0.06%−14,100−6.4%Reduced
Forsta Ap-Fonden214,300$10.4M0.12%+13,400+6.7%Added
Two Sigma Investments, LP221,297$10.8M0.03%−163,546−42.5%Reduced
Storebrand Asset Management AS221,910$10.8M0.05%−55,600−20.0%Reduced
Oregon Public Employees Retirement Fund223,318$10.9M0.12%−173,626−43.7%Reduced
Bank of Nova Scotia223,522$10.9M0.02%−522,319−70.0%Reduced
Markel Group Inc.SuperinvestorMarkel Group224,000$10.9M0.14%00.0%Unchanged
Franklin Resources Inc224,756$10.9M0.00%−16,262−6.7%Reduced
Raymond James Financial Services Advisors, Inc.227,518$11.1M0.02%+26,566+13.2%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund228,600$11.1M0.10%−20,400−8.2%Reduced
Waratah Capital Advisors Ltd.230,996$11.2M0.64%+204,094+758.7%Added
Arizona State Retirement System233,397$11.3M0.09%−3,996−1.7%Reduced
State of Alaska, Department of Revenue234,041$11.4M0.12%+44,004+23.2%Added
Nisa Investment Advisors, LLC241,077$11.7M0.07%−22,180−8.4%Reduced
Steigerwald, Gordon & Koch Inc.243,453$11.8M1.96%+14,987+6.6%Added
Handelsbanken Fonder AB244,405$11.9M0.06%+33,546+15.9%Added
Man Group plc245,506$11.9M0.04%−111,370−31.2%Reduced
Sandbar Asset Management LLP245,727$11.9M1.29%−27,022−9.9%Reduced
Amalgamated Bank246,382$12.0M0.10%+197,486+403.9%Added
Truist Financial Corp254,561$12.4M0.02%−35,783−12.3%Reduced
LSV Asset Management254,600$12.4M0.02%−59,400−18.9%Reduced
Robeco Institutional Asset Management B.V.255,512$12.4M0.03%+2,091+0.8%Added
American International Group, Inc.255,964$12.4M0.05%−4,843−1.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund256,432$12.5M0.03%−114,271−30.8%Reduced
Allianz Asset Management GmbH259,113$12.6M0.01%+180,476+229.5%Added
Thames Capital Management LLC260,221$12.6M2.97%+57,720+28.5%Added
Nomura Asset Management Co Ltd265,438$12.9M0.07%+40,266+17.9%Added
Baker Chad R267,345$13.0M2.92%00.0%Unchanged
LPL Financial LLC269,938$13.1M0.01%+10,563+4.1%Added
Keybank National Association272,696$13.3M0.06%−48,989−15.2%Reduced
Natixis276,089$13.4M0.06%−96,267−25.9%Reduced
HighTower Advisors, LLC281,161$13.6M0.04%+46,282+19.7%Added
Aviva PLC279,777$13.6M0.06%−10,087−3.5%Reduced
Socorro Asset Management LP281,124$13.7M4.45%+74,396+36.0%Added
Rheos Capital Works Inc.281,200$13.7M0.69%00.0%Unchanged
Employees Retirement System of Texas285,000$13.9M0.17%−19,000−6.3%Reduced
Varma Mutual Pension Insurance Co290,000$14.1M0.21%+45,200+18.5%Added
Welch & Forbes LLC292,973$14.2M0.24%−2,001−0.7%Reduced
Advisor Group Holdings, Inc.296,730$14.4M0.03%+74,147+33.3%Added
Moore Capital Management, LP296,850$14.4M0.27%−8,087−2.7%Reduced
NFJ Investment Group, LLC298,805$14.5M0.27%−30,110−9.2%Reduced
Susquehanna International Group, LLP299,985$14.6M0.02%+35,675+13.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.304,762$14.8M0.08%+26,880+9.7%Added
Treasurer of the State of North Carolina315,600$15.3M0.09%−3,090−1.0%Reduced
Royal London Asset Management Ltd317,961$15.4M0.06%−2,810−0.9%Reduced
M&G Investment Management Ltd317,240$15.5M0.08%+244,552+336.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)324,665$15.8M0.09%+30,824+10.5%Added