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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, 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
Fifth Third Bancorp325,209$15.8M0.07%+110,408+51.4%Added
Highland Capital Management, LLC327,477$15.9M0.95%+80,669+32.7%Added
DSAM Partners (London) Ltd335,925$16.3M2.74%+85,000+33.9%Added
Scopus Asset Management, L.P.336,106$16.3M0.28%+19,363+6.1%Added
Bridgewater Associates, LP336,646$16.4M0.10%+23,386+7.5%Added
Capital International Ltd343,511$16.7M0.92%+39,955+13.2%Added
Commonwealth Equity Services, LLC353,032$17.2M0.04%+24,420+7.4%Added
M&T Bank Corp357,166$17.4M0.08%−5,909−1.6%Reduced
US Bancorp357,617$17.4M0.03%−12,588−3.4%Reduced
NN Investment Partners Holdings N.V.361,735$17.6M0.09%+41,709+13.0%Added
Tocqueville Asset Management L.P.361,836$17.6M0.25%+6,571+1.8%Added
TD Asset Management Inc322,536$17.8M0.02%+16,258+5.3%Added
Pictet Asset Management Ltd367,130$17.8M0.02%−20,676−5.3%Reduced
Reilly Financial Advisors, LLC370,144$18.0M1.45%+21,417+6.1%Added
Comerica Bank339,372$18.8M0.11%+181,200+114.6%Added
SEI Investments Co392,888$19.1M0.04%−37,354−8.7%Reduced
Standard Life Aberdeen plc397,383$19.3M0.04%+12,211+3.2%Added
Professional Advisory Services Inc417,430$20.3M2.95%+33,137+8.6%Added
Voya Investment Management LLC424,100$20.6M0.04%+18,887+4.7%Added
AMP Capital Investors Ltd437,871$21.3M0.10%+20,422+4.9%Added
Gateway Investment Advisers LLC441,201$21.4M0.22%+333+0.1%Added
Swedbank AB457,794$22.2M0.04%−2,500−0.5%Reduced
Asset Management One Co.,Ltd.462,421$22.5M0.08%−140.0%Reduced
ClariVest Asset Management LLC464,948$22.6M0.75%+93,580+25.2%Added
Roosevelt Investment Group LLC470,333$22.9M1.38%+2,536+0.5%Added
Philadelphia Trust Co471,375$22.9M1.58%+311,124+194.1%Added
State of New Jersey Common Pension Fund D485,320$23.6M0.08%−7,373−1.5%Reduced
Mn Services Vermogensbeheer B.V.605,600$24.8M0.19%+605,600New
Oppenheimer & Co Inc513,130$24.9M0.45%+87,783+20.6%Added
Mitsubishi UFJ Trust & Banking Corp523,296$25.4M0.05%−102,900−16.4%Reduced
Toronto Dominion Bank525,748$25.6M0.04%+133,137+33.9%Added
Public Employees Retirement System of Ohio526,901$25.6M0.09%+18,986+3.7%Added
Delta Asset Management LLC527,478$25.6M2.46%−1,525−0.3%Reduced
Chevy Chase Trust Holdings, Inc.531,934$25.9M0.09%−28,045−5.0%Reduced
Adams Diversified Equity Fund, Inc.533,400$25.9M1.02%+140,800+35.9%Added
Teacher Retirement System of Texas533,604$25.9M0.14%−160,202−23.1%Reduced
Stifel Financial Corp536,755$26.1M0.04%−51,899−8.8%Reduced
Raub Brock Capital Management LP578,227$28.1M4.84%+578,227New
Lombard Odier Asset Management (Europe) Ltd591,049$28.7M1.48%+119,543+25.4%Added
Citigroup Inc607,389$29.5M0.03%−197,183−24.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main614,117$29.8M0.05%−38,579−5.9%Reduced
Eaton Vance Management618,826$30.1M0.04%−4,605−0.7%Reduced
Public Sector Pension Investment Board643,055$31.3M0.20%+565,880+733.2%Added
Railway Pension Investments Ltd651,600$31.7M0.26%−750,200−53.5%Reduced
Ferguson Wellman Capital Management, Inc660,486$32.1M1.05%−2,369−0.4%Reduced
Baird Financial Group, Inc.679,788$33.0M0.09%+3,178+0.5%Added
Wafra Inc.731,026$35.5M1.33%00.0%Unchanged
Canada Pension Plan Investment Board736,237$35.8M0.04%+584,500+385.2%Added
Arrowstreet Capital, Limited Partnership761,298$37.0M0.05%−1,533,146−66.8%Reduced
AXA S.A.778,921$37.9M0.11%−10,878−1.4%Reduced
Calamos Advisors LLC782,261$38.0M0.19%+56,353+7.8%Added
Grantham, Mayo, Van Otterloo & Co. LLC847,043$41.2M0.21%+115,159+15.7%Added
State of Wisconsin Investment Board856,944$41.6M0.09%−19,812−2.3%Reduced
Reynders McVeigh Capital Management, LLC859,447$41.8M2.56%+23,906+2.9%Added
Dearborn Partners LLC865,879$42.1M1.69%+787,880+1,010.1%Added
Retirement Systems of Alabama889,442$43.2M0.16%+584,664+191.8%Added
New York State Teachers Retirement System930,643$45.2M0.09%−41,715−4.3%Reduced
Scout Investments, Inc.990,459$48.1M0.72%+2,391+0.2%Added
APG Asset Management N.V.1,183,489$48.5M0.08%−15,318−1.3%Reduced
Boston Common Asset Management, LLC1,014,999$49.3M2.12%+643,860+173.5%Added
Bank of Montreal1,041,759$50.7M0.03%+21,663+2.1%Added
Great West Life Assurance Co1,051,818$51.1M0.12%+221,313+26.6%Added
Capital Bank & Trust Co1,064,999$51.8M0.60%+585,808+122.2%Added
Envestnet Asset Management Inc1,076,817$52.3M0.03%+755,408+235.0%Added
Principal Financial Group Inc1,083,432$52.7M0.03%+22,240+2.1%Added
Alyeska Investment Group, L.P.1,089,969$53.0M0.61%+789,965+263.3%Added
Two Sigma Advisers, LP1,108,300$53.9M0.14%+200,500+22.1%Added
State Board of Administration of Florida Retirement System1,109,260$53.9M0.10%−17,028−1.5%Reduced
1832 Asset Management L.P.1,141,100$55.5M0.11%+1,141,100New
Bel Air Investment Advisors LLC1,159,875$56.4M1.72%+11,814+1.0%Added
First Trust Advisors LP1,164,670$56.6M0.06%+364,521+45.6%Added
Glenmede Trust Co NA1,208,387$58.7M0.30%+503,039+71.3%Added
Artisan Partners Limited Partnership1,255,378$61.0M0.07%−106,208−7.8%Reduced
Electron Capital Partners, LLC1,298,234$63.1M3.91%+252,561+24.2%Added
First Republic Investment Management, Inc.1,314,466$63.9M0.17%+590,611+81.6%Added
Rhumbline Advisers1,354,669$65.8M0.09%−63,053−4.4%Reduced
New York State Common Retirement Fund1,356,581$65.9M0.07%−3,325−0.2%Reduced
Federated Hermes, Inc.1,390,633$67.6M0.13%−60,203−4.1%Reduced
The PNC Financial Services Group, Inc.1,406,780$68.4M0.06%−81,714−5.5%Reduced
Manufacturers Life Insurance Company, The1,408,972$68.5M0.06%−48,297−3.3%Reduced
Price T Rowe Associates Inc1,409,471$68.5M0.01%−32,771−2.3%Reduced
National Pension Service1,414,098$68.7M0.13%+23,383+1.7%Added
Davis Selected Advisers1,432,778$69.6M0.29%−14,946,521−91.3%Reduced
Victory Capital Management Inc1,453,185$70.6M0.07%+50,942+3.6%Added
Alliancebernstein L.P.1,492,248$72.5M0.03%+196,977+15.2%Added
DekaBank Deutsche Girozentrale1,558,501$75.0M0.22%+136,263+9.6%Added
Russell Investments Group, Ltd.1,552,004$75.5M0.13%−150,669−8.8%Reduced
California State Teachers Retirement System1,555,429$75.6M0.09%−95,463−5.8%Reduced
Royal Bank of Canada1,558,290$75.7M0.02%+158,101+11.3%Added
Ensign Peak Advisors, Inc1,639,885$79.7M0.16%−34,135−2.0%Reduced
Causeway Capital Management LLC1,650,339$80.2M1.64%−101,637−5.8%Reduced
Prudential Financial Inc1,667,110$81.0M0.11%+927,536+125.4%Added
HSBC Holdings PLC1,789,989$87.0M0.10%+94,072+5.5%Added
Raymond James & Associates1,791,635$87.1M0.08%+652,953+57.3%Added
Goldman Sachs Group Inc1,870,489$90.9M0.02%−53,609−2.8%Reduced
Mawer Investment Management Ltd.1,915,477$93.1M0.46%+1,005+0.1%Added
California Public Employees Retirement System1,955,532$95.0M0.07%−38,230−1.9%Reduced
Marshall Wace Asia Ltd2,044,436$99.4M2.10%+161,293+8.6%Added
UBS Group AG2,093,886$101.8M0.04%+32,936+1.6%Added
Capital International Inc2,151,560$104.6M0.93%+11,156+0.5%Added