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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 98,660 | $5.11M | 0.02% | +9,875+11.1% | Added |
| Regions Financial Corp | 98,726 | $5.11M | 0.04% | +341+0.3% | Added |
| Mackenzie Financial Corp | 98,746 | $5.11M | 0.01% | +54,923+125.3% | Added |
| Sargent Investment Group, LLC | 100,780 | $5.22M | 1.27% | +41,125+68.9% | Added |
| Close Asset Management Ltd | 101,319 | $5.24M | 0.26% | +4,500+4.6% | Added |
| Wesleyan Assurance Society | 101,500 | $5.25M | 0.67% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 104,418 | $5.41M | 0.38% | +121+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 105,196 | $5.49M | 0.20% | −19,964−16.0% | Reduced |
| Telos Capital Management, Inc. | 106,315 | $5.50M | 0.75% | +7,256+7.3% | Added |
| Connecticut Wealth Management, LLC | 106,809 | $5.53M | 0.48% | −657−0.6% | Reduced |
| Evoke Wealth, LLC | 108,212 | $5.59M | 0.21% | −1,569−1.4% | Reduced |
| Capital Management Corp | 108,227 | $5.60M | 1.22% | −9,205−7.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 108,738 | $5.63M | 0.07% | +6,394+6.2% | Added |
| IFM Investors Pty Ltd | 109,083 | $5.65M | 0.12% | +562+0.5% | Added |
| BBVA USA | 109,326 | $5.66M | 0.33% | −2,583−2.3% | Reduced |
| Bahl & Gaynor Inc | 109,900 | $5.69M | 0.03% | +512+0.5% | Added |
| GPM Growth Investors, Inc. | 110,837 | $5.74M | 3.03% | −543−0.5% | Reduced |
| Davenport & Co LLC | 110,891 | $5.74M | 0.04% | −58,785−34.6% | Reduced |
| Tufton Capital Management | 111,387 | $5.76M | 0.98% | −1,338−1.2% | Reduced |
| American National Insurance Co | 112,769 | $5.84M | 0.22% | −75−0.1% | Reduced |
| HM Payson & Co | 113,251 | $5.86M | 0.14% | +83+0.1% | Added |
| Dorsey Wright & Associates | 113,471 | $5.87M | 1.29% | −2,766−2.4% | Reduced |
| Public Employees Retirement Association of Colorado | 113,665 | $5.88M | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 114,066 | $5.90M | 0.06% | +7,153+6.7% | Added |
| Moody National Bank Trust Division | 117,777 | $6.10M | 0.09% | −128−0.1% | Reduced |
| Metropolitan Life Insurance Co | 120,078 | $6.22M | 0.09% | +1,019+0.9% | Added |
| PGGM Investments | 121,718 | $6.30M | 0.03% | +75,743+164.7% | Added |
| Jefferies Group LLC | 122,850 | $6.36M | 0.15% | +122,850 | New |
| D.A. Davidson & Co. | 123,983 | $6.42M | 0.07% | +1,439+1.2% | Added |
| Mariner, LLC | 124,086 | $6.42M | 0.03% | +12,466+11.2% | Added |
| Aigen Investment Management, LP | 125,112 | $6.48M | 1.24% | +125,112 | New |
| Zacks Investment Management | 128,553 | $6.65M | 0.11% | +81,344+172.3% | Added |
| Neuberger Berman Group LLC | 134,500 | $6.67M | 0.01% | +1,261+0.9% | Added |
| Synovus Financial Corp | 129,171 | $6.68M | 0.07% | −14,076−9.8% | Reduced |
| ProShare Advisors LLC | 129,532 | $6.71M | 0.02% | +12,153+10.4% | Added |
| Gamco Investors, Inc. Et Al | 129,845 | $6.72M | 0.06% | −4,050−3.0% | Reduced |
| CIBC Asset Management Inc | 131,971 | $6.83M | 0.03% | +58,296+79.1% | Added |
| Mackay Shields LLC | 132,270 | $6.85M | 0.06% | +3,878+3.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 132,725 | $6.87M | 0.04% | −30.0% | Reduced |
| Texas Permanent School Fund | 134,045 | $6.94M | 0.09% | −1,659−1.2% | Reduced |
| Myriad Asset Management Ltd. | 136,300 | $7.05M | 0.73% | +20,500+17.7% | Added |
| Martin Investment Management, LLC | 136,757 | $7.08M | 1.78% | −9,296−6.4% | Reduced |
| Fiduciary Trust Co | 138,239 | $7.16M | 0.13% | −6,488−4.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 138,266 | $7.16M | 0.41% | +264+0.2% | Added |
| Bradley Foster & Sargent Inc | 138,406 | $7.16M | 0.17% | +7,120+5.4% | Added |
| Calamos Wealth Management LLC | 139,804 | $7.24M | 0.58% | +1,132+0.8% | Added |
| MML Investors Services, LLC | 140,342 | $7.26M | 0.06% | +5,154+3.8% | Added |
| Capital International Sarl | 142,271 | $7.36M | 0.65% | −851−0.6% | Reduced |
| Kanawha Capital Management LLC | 142,394 | $7.37M | 0.68% | −3,577−2.5% | Reduced |
| Comerica Securities,inc. | 144,336 | $7.47M | 0.53% | +3,036+2.1% | Added |
| Creative Planning | 144,941 | $7.50M | 0.01% | +487+0.3% | Added |
| Windward Capital Management Co | 146,249 | $7.57M | 0.70% | +110.0% | Added |
| Steward Partners Investment Advisory, LLC | 146,413 | $7.58M | 0.13% | +15,700+12.0% | Added |
| Two Sigma Advisers, LP | 146,600 | $7.59M | 0.02% | −961,700−86.8% | Reduced |
| M. Kraus & Co | 147,191 | $7.62M | 2.71% | −143−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 147,963 | $7.66M | 0.04% | +18,765+14.5% | Added |
| Appian Way Asset Management LP | 150,700 | $7.80M | 3.32% | +150,700 | New |
| Janney Montgomery Scott LLC | 150,876 | $7.81M | 0.03% | +8,837+6.2% | Added |
| Olstein Capital Management, L.P. | 152,000 | $7.87M | 0.96% | −46,000−23.2% | Reduced |
| British Columbia Investment Management Corp | 152,734 | $7.91M | 0.05% | −390.0% | Reduced |
| CIBC Private Wealth Group, LLC | 155,535 | $8.05M | 0.02% | −1,219−0.8% | Reduced |
| Utah Retirement Systems | 157,304 | $8.14M | 0.11% | −8,300−5.0% | Reduced |
| Meyer Handelman Co | 157,625 | $8.16M | 0.33% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 158,717 | $8.21M | 0.11% | −1,613−1.0% | Reduced |
| Cutler Investment Counsel LLC | 159,350 | $8.25M | 1.30% | +1,575+1.0% | Added |
| Private Advisor Group, LLC | 165,621 | $8.57M | 0.05% | +36,007+27.8% | Added |
| Churchill Management Corp | 168,017 | $8.70M | 0.13% | +4,622+2.8% | Added |
| Nomura Asset Management Co Ltd | 169,253 | $8.76M | 0.05% | −96,185−36.2% | Reduced |
| Fayez Sarofim & Co | 176,273 | $9.12M | 0.03% | −9,777−5.3% | Reduced |
| Credit Agricole S A | 177,215 | $9.17M | 0.33% | −1,600−0.9% | Reduced |
| USS Investment Management Ltd | 182,367 | $9.44M | 0.08% | +161,008+753.8% | Added |
| Peapack Gladstone Financial Corp | 189,487 | $9.81M | 0.20% | +3,884+2.1% | Added |
| Commerce Bank | 191,833 | $9.93M | 0.07% | −2,597−1.3% | Reduced |
| Xponance, Inc. | 193,892 | $10.0M | 0.19% | −2,938−1.5% | Reduced |
| MetLife Investment Management | 195,979 | $10.1M | 0.09% | +6,595+3.5% | Added |
| Varma Mutual Pension Insurance Co | 200,000 | $10.4M | 0.16% | −90,000−31.0% | Reduced |
| DSAM Partners (London) Ltd | 201,000 | $10.4M | 5.90% | −134,925−40.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 201,211 | $10.4M | 0.02% | −26,307−11.6% | Reduced |
| Forsta Ap-Fonden | 202,400 | $10.5M | 0.12% | −11,900−5.6% | Reduced |
| Swiss Life Asset Management Ltd | 204,056 | $10.6M | 0.15% | +83,684+69.5% | Added |
| DnB Asset Management AS | 205,020 | $10.6M | 0.07% | +1,125+0.6% | Added |
| State of Tennessee, Treasury Department | 206,423 | $10.7M | 0.04% | +1,652+0.8% | Added |
| Socorro Asset Management LP | 207,039 | $10.7M | 3.02% | −74,085−26.4% | Reduced |
| Korea Investment CORP | 207,400 | $10.7M | 0.03% | +20,100+10.7% | Added |
| Scopus Asset Management, L.P. | 214,606 | $11.1M | 0.28% | −121,500−36.1% | Reduced |
| State of Michigan Retirement System | 217,843 | $11.3M | 0.06% | +12,500+6.1% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 222,000 | $11.5M | 0.39% | +222,000 | New |
| Oregon Public Employees Retirement Fund | 223,973 | $11.6M | 0.13% | +655+0.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 225,900 | $11.7M | 0.11% | −2,700−1.2% | Reduced |
| Andra AP-fonden | 226,600 | $11.7M | 0.24% | +41,100+22.2% | Added |
| LSV Asset Management | 230,300 | $11.9M | 0.02% | −24,300−9.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 230,500 | $11.9M | 0.15% | +6,500+2.9% | Added |
| KBC Group NV | 230,500 | $11.9M | 0.04% | +133,120+136.7% | Added |
| Arizona State Retirement System | 231,680 | $12.0M | 0.10% | −1,717−0.7% | Reduced |
| State of Alaska, Department of Revenue | 235,530 | $12.2M | 0.12% | +1,489+0.6% | Added |
| Cubist Systematic Strategies, LLC | 237,439 | $12.3M | 0.15% | +225,783+1,937.1% | Added |
| Nisa Investment Advisors, LLC | 240,487 | $12.4M | 0.08% | −590−0.2% | Reduced |
| Franklin Resources Inc | 241,689 | $12.5M | 0.00% | +16,933+7.5% | Added |
| Bank of Nova Scotia | 241,807 | $12.5M | 0.02% | +18,285+8.2% | Added |
| Handelsbanken Fonder AB | 244,405 | $12.7M | 0.07% | 00.0% | Unchanged |