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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
Wafra Inc.731,026$35.5M1.33%00.0%Unchanged
Baird Financial Group, Inc.679,788$33.0M0.09%+3,178+0.5%Added
Ferguson Wellman Capital Management, Inc660,486$32.1M1.05%−2,369−0.4%Reduced
Railway Pension Investments Ltd651,600$31.7M0.26%−750,200−53.5%Reduced
Public Sector Pension Investment Board643,055$31.3M0.20%+565,880+733.2%Added
Eaton Vance Management618,826$30.1M0.04%−4,605−0.7%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main614,117$29.8M0.05%−38,579−5.9%Reduced
Citigroup Inc607,389$29.5M0.03%−197,183−24.5%Reduced
Lombard Odier Asset Management (Europe) Ltd591,049$28.7M1.48%+119,543+25.4%Added
Raub Brock Capital Management LP578,227$28.1M4.84%+578,227New
Stifel Financial Corp536,755$26.1M0.04%−51,899−8.8%Reduced
Teacher Retirement System of Texas533,604$25.9M0.14%−160,202−23.1%Reduced
Adams Diversified Equity Fund, Inc.533,400$25.9M1.02%+140,800+35.9%Added
Chevy Chase Trust Holdings, Inc.531,934$25.9M0.09%−28,045−5.0%Reduced
Delta Asset Management LLC527,478$25.6M2.46%−1,525−0.3%Reduced
Public Employees Retirement System of Ohio526,901$25.6M0.09%+18,986+3.7%Added
Toronto Dominion Bank525,748$25.6M0.04%+133,137+33.9%Added
Mitsubishi UFJ Trust & Banking Corp523,296$25.4M0.05%−102,900−16.4%Reduced
Oppenheimer & Co Inc513,130$24.9M0.45%+87,783+20.6%Added
Mn Services Vermogensbeheer B.V.605,600$24.8M0.19%+605,600New
State of New Jersey Common Pension Fund D485,320$23.6M0.08%−7,373−1.5%Reduced
Philadelphia Trust Co471,375$22.9M1.58%+311,124+194.1%Added
Roosevelt Investment Group LLC470,333$22.9M1.38%+2,536+0.5%Added
ClariVest Asset Management LLC464,948$22.6M0.75%+93,580+25.2%Added
Asset Management One Co.,Ltd.462,421$22.5M0.08%−140.0%Reduced
Swedbank AB457,794$22.2M0.04%−2,500−0.5%Reduced
Gateway Investment Advisers LLC441,201$21.4M0.22%+333+0.1%Added
AMP Capital Investors Ltd437,871$21.3M0.10%+20,422+4.9%Added
Voya Investment Management LLC424,100$20.6M0.04%+18,887+4.7%Added
Professional Advisory Services Inc417,430$20.3M2.95%+33,137+8.6%Added
Standard Life Aberdeen plc397,383$19.3M0.04%+12,211+3.2%Added
SEI Investments Co392,888$19.1M0.04%−37,354−8.7%Reduced
Comerica Bank339,372$18.8M0.11%+181,200+114.6%Added
Reilly Financial Advisors, LLC370,144$18.0M1.45%+21,417+6.1%Added
Pictet Asset Management Ltd367,130$17.8M0.02%−20,676−5.3%Reduced
TD Asset Management Inc322,536$17.8M0.02%+16,258+5.3%Added
Tocqueville Asset Management L.P.361,836$17.6M0.25%+6,571+1.8%Added
NN Investment Partners Holdings N.V.361,735$17.6M0.09%+41,709+13.0%Added
US Bancorp357,617$17.4M0.03%−12,588−3.4%Reduced
M&T Bank Corp357,166$17.4M0.08%−5,909−1.6%Reduced
Commonwealth Equity Services, LLC353,032$17.2M0.04%+24,420+7.4%Added
Capital International Ltd343,511$16.7M0.92%+39,955+13.2%Added
Bridgewater Associates, LP336,646$16.4M0.10%+23,386+7.5%Added
Scopus Asset Management, L.P.336,106$16.3M0.28%+19,363+6.1%Added
DSAM Partners (London) Ltd335,925$16.3M2.74%+85,000+33.9%Added
Highland Capital Management, LLC327,477$15.9M0.95%+80,669+32.7%Added
Fifth Third Bancorp325,209$15.8M0.07%+110,408+51.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)324,665$15.8M0.09%+30,824+10.5%Added
M&G Investment Management Ltd317,240$15.5M0.08%+244,552+336.4%Added
Royal London Asset Management Ltd317,961$15.4M0.06%−2,810−0.9%Reduced
Treasurer of the State of North Carolina315,600$15.3M0.09%−3,090−1.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.304,762$14.8M0.08%+26,880+9.7%Added
Susquehanna International Group, LLP299,985$14.6M0.02%+35,675+13.5%Added
NFJ Investment Group, LLC298,805$14.5M0.27%−30,110−9.2%Reduced
Moore Capital Management, LP296,850$14.4M0.27%−8,087−2.7%Reduced
Advisor Group Holdings, Inc.296,730$14.4M0.03%+74,147+33.3%Added
Welch & Forbes LLC292,973$14.2M0.24%−2,001−0.7%Reduced
Varma Mutual Pension Insurance Co290,000$14.1M0.21%+45,200+18.5%Added
Employees Retirement System of Texas285,000$13.9M0.17%−19,000−6.3%Reduced
Rheos Capital Works Inc.281,200$13.7M0.69%00.0%Unchanged
Socorro Asset Management LP281,124$13.7M4.45%+74,396+36.0%Added
Aviva PLC279,777$13.6M0.06%−10,087−3.5%Reduced
HighTower Advisors, LLC281,161$13.6M0.04%+46,282+19.7%Added
Natixis276,089$13.4M0.06%−96,267−25.9%Reduced
Keybank National Association272,696$13.3M0.06%−48,989−15.2%Reduced
LPL Financial LLC269,938$13.1M0.01%+10,563+4.1%Added
Baker Chad R267,345$13.0M2.92%00.0%Unchanged
Nomura Asset Management Co Ltd265,438$12.9M0.07%+40,266+17.9%Added
Thames Capital Management LLC260,221$12.6M2.97%+57,720+28.5%Added
Allianz Asset Management GmbH259,113$12.6M0.01%+180,476+229.5%Added
Healthcare of Ontario Pension Plan Trust Fund256,432$12.5M0.03%−114,271−30.8%Reduced
American International Group, Inc.255,964$12.4M0.05%−4,843−1.9%Reduced
Robeco Institutional Asset Management B.V.255,512$12.4M0.03%+2,091+0.8%Added
LSV Asset Management254,600$12.4M0.02%−59,400−18.9%Reduced
Truist Financial Corp254,561$12.4M0.02%−35,783−12.3%Reduced
Amalgamated Bank246,382$12.0M0.10%+197,486+403.9%Added
Sandbar Asset Management LLP245,727$11.9M1.29%−27,022−9.9%Reduced
Man Group plc245,506$11.9M0.04%−111,370−31.2%Reduced
Handelsbanken Fonder AB244,405$11.9M0.06%+33,546+15.9%Added
Steigerwald, Gordon & Koch Inc.243,453$11.8M1.96%+14,987+6.6%Added
Nisa Investment Advisors, LLC241,077$11.7M0.07%−22,180−8.4%Reduced
State of Alaska, Department of Revenue234,041$11.4M0.12%+44,004+23.2%Added
Arizona State Retirement System233,397$11.3M0.09%−3,996−1.7%Reduced
Waratah Capital Advisors Ltd.230,996$11.2M0.64%+204,094+758.7%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund228,600$11.1M0.10%−20,400−8.2%Reduced
Raymond James Financial Services Advisors, Inc.227,518$11.1M0.02%+26,566+13.2%Added
Franklin Resources Inc224,756$10.9M0.00%−16,262−6.7%Reduced
Markel Group Inc.SuperinvestorMarkel Group224,000$10.9M0.14%00.0%Unchanged
Bank of Nova Scotia223,522$10.9M0.02%−522,319−70.0%Reduced
Oregon Public Employees Retirement Fund223,318$10.9M0.12%−173,626−43.7%Reduced
Storebrand Asset Management AS221,910$10.8M0.05%−55,600−20.0%Reduced
Two Sigma Investments, LP221,297$10.8M0.03%−163,546−42.5%Reduced
Forsta Ap-Fonden214,300$10.4M0.12%+13,400+6.7%Added
State of Michigan Retirement System205,343$9.98M0.06%−14,100−6.4%Reduced
State of Tennessee, Treasury Department204,771$9.95M0.04%+201+0.1%Added
DnB Asset Management AS203,895$9.91M0.07%+8,195+4.2%Added
Olstein Capital Management, L.P.198,000$9.62M1.21%00.0%Unchanged
Xponance, Inc.196,830$9.57M0.18%+129,477+192.2%Added
Commerce Bank194,430$9.45M0.07%−9,188−4.5%Reduced
MetLife Investment Management189,384$9.20M0.08%−5,336−2.7%Reduced