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, Q3 2021

Institutional positions in Carrier Global Corp as of Sep 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
1,274
+38 vs. Q2 2021
Shares held
742.4M
+9.77M (+1.3%) vs. Q2 2021
Total value
$38.4B
+$2.83B (+8.0%) vs. Q2 2021
New holders
112
432 more added
Sold out
74
483 more reduced

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 1,274 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 heldQ3 2021: $38.4B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2021.

Institutions holding CARR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc91,686,511$4.75B0.12%+1,770,881+2.0%Added
BlackRock Inc.60,571,076$3.14B0.09%−879,451−1.4%Reduced
Capital World Investors60,446,558$3.13B0.53%+13,917,795+29.9%Added
Capital Research Global Investors59,498,333$3.08B0.72%+3,537,425+6.3%Added
Capital International Investors54,230,848$2.81B0.64%+2,728,697+5.3%Added
State Street Corp35,860,260$1.86B0.10%+816,751+2.3%Added
Nuveen Asset Management, LLC22,461,599$1.16B0.36%+3,838,521+20.6%Added
Dodge & Cox21,742,442$1.13B0.73%−2,358,220−9.8%Reduced
Bank of America Corp20,456,442$1.06B0.12%−3,327,088−14.0%Reduced
Geode Capital Management, LLC16,085,291$830.5M0.11%+1,633,014+11.3%Added
Fiera Capital Corp15,129,298$783.1M2.01%−1,055,646−6.5%Reduced
FMR LLC13,615,962$704.8M0.06%−286,837−2.1%Reduced
Northern Trust Corp9,878,710$511.3M0.09%+352,461+3.7%Added
Norges Bank8,163,569$422.5M0.09%+1,245,071+18.0%Added
Bank of New York Mellon Corp8,117,273$420.1M0.08%−741,624−8.4%Reduced
Dimensional Fund Advisors LP7,135,121$369.4M0.12%−283,780−3.8%Reduced
Legal & General Group Plc6,387,542$330.6M0.11%+178,112+2.9%Added
Ameriprise Financial Inc6,171,182$319.4M0.10%−919,275−13.0%Reduced
Morgan Stanley5,473,872$283.3M0.04%−103,607−1.9%Reduced
Burgundy Asset Management Ltd.5,207,997$269.6M2.64%−817,620−13.6%Reduced
Nordea Investment Management AB4,932,259$262.7M0.34%−868,578−15.0%Reduced
Primecap Management Co5,055,262$261.7M0.18%+1100.0%Added
Diamond Hill Capital Management Inc5,010,046$259.3M0.98%−650,107−11.5%Reduced
Amundi4,715,182$244.1M0.17%+15,165+0.3%Added
Sumitomo Mitsui Trust Holdings, Inc.4,465,457$231.1M0.14%+53,902+1.2%Added
Charles Schwab Investment Management Inc4,151,574$214.9M0.07%+313,829+8.2%Added
Invesco Ltd.3,974,674$205.7M0.05%−132,839−3.2%Reduced
AQR Capital Management LLC3,538,309$183.1M0.34%+265,536+8.1%Added
Credit Suisse AG3,327,323$172.2M0.14%−302,528−8.3%Reduced
UBS Asset Management Americas Inc3,268,091$169.2M0.07%−5,637−0.2%Reduced
Swiss National Bank3,264,248$169.0M0.11%−104,500−3.1%Reduced
Bank Julius Baer & Co. Ltd, Zurich3,214,390$166.4M1.03%+235,666+7.9%Added
Gates Capital Management, Inc.3,203,518$165.8M4.56%−541,333−14.5%Reduced
Parametric Portfolio Associates LLC3,177,869$164.5M0.09%+91,043+2.9%Added
Renaissance Technologies LLC2,979,726$154.2M0.20%+118,700+4.1%Added
Rockefeller Capital Management L.P.2,727,975$141.2M0.74%+74,257+2.8%Added
Brown Advisory Inc2,723,219$141.0M0.21%+8,023+0.3%Added
D. E. Shaw & Co., Inc.2,673,537$138.4M0.18%+405,720+17.9%Added
Massachusetts Financial Services Co2,668,076$138.1M0.04%−94,995−3.4%Reduced
Goldman Sachs Group Inc2,637,345$136.5M0.03%+766,856+41.0%Added
Janus Henderson Group PLC2,504,502$129.6M0.06%−904,389−26.5%Reduced
Fisher Asset Management, LLC2,499,694$129.4M0.08%−158,586−6.0%Reduced
Deutsche Bank AG2,482,136$128.5M0.06%−176,188−6.6%Reduced
Lansdowne Partners (UK) LLP2,306,773$119.4M6.00%−1,306,273−36.2%Reduced
Prudential Financial Inc2,282,736$118.2M0.16%+615,626+36.9%Added
Wells Fargo & Company2,093,738$108.4M0.02%−715,916−25.5%Reduced
Victory Capital Management Inc2,084,189$107.9M0.11%+631,004+43.4%Added
JPMorgan Chase & Co2,073,337$107.3M0.01%−1,025,839−33.1%Reduced
Capital International Inc2,024,160$104.8M1.01%−127,400−5.9%Reduced
California Public Employees Retirement System1,951,563$101.0M0.08%−3,969−0.2%Reduced
Mawer Investment Management Ltd.1,913,950$99.1M0.47%−1,527−0.1%Reduced
Raymond James & Associates1,855,333$96.0M0.09%+63,698+3.6%Added
UBS Group AG1,809,705$93.7M0.04%−284,181−13.6%Reduced
Marshall Wace Asia Ltd1,721,936$89.1M2.11%−322,500−15.8%Reduced
Pictet Asset Management SA1,652,653$85.5M0.09%+1,652,653New
HSBC Holdings PLC1,570,160$81.8M0.09%−219,829−12.3%Reduced
Ensign Peak Advisors, Inc1,532,879$79.3M0.17%−107,006−6.5%Reduced
Royal Bank of Canada1,512,367$78.3M0.02%−45,923−2.9%Reduced
California State Teachers Retirement System1,489,396$77.1M0.10%−66,033−4.2%Reduced
Federated Hermes, Inc.1,468,796$76.0M0.14%+78,163+5.6%Added
Price T Rowe Associates Inc1,460,839$75.6M0.01%+51,368+3.6%Added
Manufacturers Life Insurance Company, The1,439,954$74.5M0.06%+30,982+2.2%Added
Russell Investments Group, Ltd.1,406,580$73.1M0.12%−145,424−9.4%Reduced
National Pension Service1,407,086$72.8M0.14%−7,012−0.5%Reduced
Alliancebernstein L.P.1,402,009$72.6M0.03%−90,239−6.0%Reduced
Rhumbline Advisers1,401,726$72.6M0.10%+47,057+3.5%Added
First Republic Investment Management, Inc.1,366,211$70.7M0.17%+51,745+3.9%Added
The PNC Financial Services Group, Inc.1,363,542$70.6M0.07%−43,238−3.1%Reduced
New York State Common Retirement Fund1,314,479$68.0M0.07%−42,102−3.1%Reduced
DekaBank Deutsche Girozentrale1,180,314$63.2M0.18%−378,187−24.3%Reduced
Great West Life Assurance Co1,201,792$62.6M0.15%+149,974+14.3%Added
Arrowstreet Capital, Limited Partnership1,201,520$62.2M0.08%+440,222+57.8%Added
Glenmede Trust Co NA1,201,135$62.2M0.32%−7,252−0.6%Reduced
Bank of Montreal1,175,137$62.1M0.03%+133,378+12.8%Added
First Trust Advisors LP1,180,326$61.1M0.07%+15,656+1.3%Added
Causeway Capital Management LLC1,139,582$59.0M1.33%−510,757−30.9%Reduced
Envestnet Asset Management Inc1,122,234$58.1M0.03%+45,417+4.2%Added
Principal Financial Group Inc1,102,007$57.0M0.04%+18,575+1.7%Added
Electron Capital Partners, LLC1,090,302$56.4M3.08%−207,932−16.0%Reduced
State Board of Administration of Florida Retirement System1,084,294$56.1M0.11%−24,966−2.3%Reduced
Capital Group Private Client Services, Inc.1,075,287$55.7M0.65%+1,075,287New
HighTower Advisors, LLC1,062,996$55.1M0.15%+781,835+278.1%Added
Alyeska Investment Group, L.P.1,005,420$52.0M0.64%−84,549−7.8%Reduced
APG Asset Management N.V.1,128,570$50.4M0.09%−54,919−4.6%Reduced
Boston Common Asset Management, LLC971,566$50.3M2.17%−43,433−4.3%Reduced
New York State Teachers Retirement System933,315$48.3M0.10%+2,672+0.3%Added
State of Wisconsin Investment Board919,884$47.6M0.10%+62,940+7.3%Added
Davis Selected Advisers903,815$46.8M0.22%−528,963−36.9%Reduced
Retirement Systems of Alabama888,611$46.0M0.17%−831−0.1%Reduced
Reynders McVeigh Capital Management, LLC876,018$45.3M2.78%+16,571+1.9%Added
Dearborn Partners LLC868,309$44.9M1.83%+2,430+0.3%Added
American Century Companies Inc848,974$43.9M0.03%+839,727+9,081.1%Added
Grantham, Mayo, Van Otterloo & Co. LLC823,143$42.6M0.21%−23,900−2.8%Reduced
Calamos Advisors LLC804,395$41.6M0.20%+22,134+2.8%Added
AXA S.A.788,867$40.8M0.11%+9,946+1.3%Added
Canada Pension Plan Investment Board777,517$40.2M0.05%+41,280+5.6%Added
Scout Investments, Inc.757,999$39.2M0.59%−232,460−23.5%Reduced
Artisan Partners Limited Partnership720,243$37.3M0.05%−535,135−42.6%Reduced
Baird Financial Group, Inc.701,917$36.3M0.09%+22,129+3.3%Added
Bridgewater Associates, LP682,213$35.3M0.19%+345,567+102.6%Added