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 |
|---|---|---|---|---|---|
| Healthcare of Ontario Pension Plan Trust Fund | 244,770 | $12.7M | 0.03% | −11,662−4.5% | Reduced |
| Amalgamated Bank | 246,154 | $12.7M | 0.11% | −228−0.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 247,586 | $12.8M | 2.10% | +4,133+1.7% | Added |
| Keybank National Association | 257,576 | $13.3M | 0.06% | −15,120−5.5% | Reduced |
| Employees Retirement System of Texas | 260,000 | $13.5M | 0.16% | −25,000−8.8% | Reduced |
| Thames Capital Management LLC | 260,221 | $13.5M | 2.94% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 264,248 | $13.7M | 0.07% | +42,338+19.1% | Added |
| Aviva PLC | 265,893 | $13.8M | 0.06% | −13,884−5.0% | Reduced |
| American International Group, Inc. | 265,983 | $13.8M | 0.07% | +10,019+3.9% | Added |
| Baker Chad R | 267,345 | $13.8M | 3.10% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 269,822 | $14.0M | 0.85% | −57,655−17.6% | Reduced |
| Truist Financial Corp | 270,696 | $14.0M | 0.02% | +16,135+6.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 274,742 | $14.2M | 0.08% | −49,923−15.4% | Reduced |
| Welch & Forbes LLC | 285,495 | $14.8M | 0.25% | −7,478−2.6% | Reduced |
| NFJ Investment Group, LLC | 289,096 | $15.0M | 0.29% | −9,709−3.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 298,429 | $15.4M | 0.03% | −2,887,933−90.6% | Reduced |
| Fifth Third Bancorp | 298,690 | $15.5M | 0.07% | −26,519−8.2% | Reduced |
| Meitav Dash Investments Ltd | 300,000 | $15.5M | 0.25% | +300,000 | New |
| Royal London Asset Management Ltd | 310,544 | $16.1M | 0.07% | −7,417−2.3% | Reduced |
| Sandbar Asset Management LLP | 324,965 | $16.8M | 1.83% | +79,238+32.2% | Added |
| Voloridge Investment Management, LLC | 326,380 | $16.9M | 0.11% | +235,750+260.1% | Added |
| TD Asset Management Inc | 327,060 | $16.9M | 0.02% | +4,524+1.4% | Added |
| Comerica Bank | 310,122 | $17.0M | 0.10% | −29,250−8.6% | Reduced |
| M&G Investment Management Ltd | 326,032 | $17.0M | 0.08% | +8,792+2.8% | Added |
| Advisor Group Holdings, Inc. | 328,600 | $17.0M | 0.04% | +31,870+10.7% | Added |
| SEI Investments Co | 330,291 | $17.1M | 0.04% | −62,597−15.9% | Reduced |
| Treasurer of the State of North Carolina | 330,159 | $17.1M | 0.10% | +14,559+4.6% | Added |
| Oppenheimer & Co Inc | 330,908 | $17.1M | 0.32% | −182,222−35.5% | Reduced |
| Wafra Inc. | 339,519 | $17.6M | 0.64% | −391,507−53.6% | Reduced |
| M&T Bank Corp | 341,649 | $17.7M | 0.08% | −15,517−4.3% | Reduced |
| Susquehanna International Group, LLP | 341,769 | $17.7M | 0.02% | +41,784+13.9% | Added |
| Tocqueville Asset Management L.P. | 342,955 | $17.8M | 0.26% | −18,881−5.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 344,134 | $17.8M | 0.09% | +39,372+12.9% | Added |
| AMP Capital Investors Ltd | 346,318 | $17.9M | 0.10% | −91,553−20.9% | Reduced |
| US Bancorp | 347,468 | $18.0M | 0.03% | −10,149−2.8% | Reduced |
| Allianz Asset Management GmbH | 348,509 | $18.0M | 0.01% | +89,396+34.5% | Added |
| Commonwealth Equity Services, LLC | 352,252 | $18.2M | 0.05% | −780−0.2% | Reduced |
| Professional Advisory Services Inc | 364,461 | $18.9M | 2.77% | −52,969−12.7% | Reduced |
| Standard Life Aberdeen plc | 372,416 | $19.6M | 0.04% | −24,967−6.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 382,588 | $19.8M | 0.04% | +127,076+49.7% | Added |
| Waratah Capital Advisors Ltd. | 392,868 | $20.3M | 1.04% | +161,872+70.1% | Added |
| NN Investment Partners Holdings N.V. | 423,395 | $21.9M | 0.12% | +61,660+17.0% | Added |
| Voya Investment Management LLC | 428,426 | $22.2M | 0.04% | +4,326+1.0% | Added |
| Swedbank AB | 434,996 | $22.5M | 0.04% | −22,798−5.0% | Reduced |
| Gateway Investment Advisers LLC | 441,141 | $22.8M | 0.24% | −600.0% | Reduced |
| Capital International Ltd | 445,135 | $23.0M | 1.25% | +101,624+29.6% | Added |
| Ferguson Wellman Capital Management, Inc | 447,222 | $23.1M | 0.75% | −213,264−32.3% | Reduced |
| Philadelphia Trust Co | 448,689 | $23.2M | 1.71% | −22,686−4.8% | Reduced |
| Toronto Dominion Bank | 451,236 | $23.4M | 0.04% | −74,512−14.2% | Reduced |
| Roosevelt Investment Group LLC | 452,563 | $23.4M | 1.45% | −17,770−3.8% | Reduced |
| LPL Financial LLC | 454,501 | $23.5M | 0.02% | +184,563+68.4% | Added |
| Asset Management One Co.,Ltd. | 463,277 | $24.0M | 0.09% | +856+0.2% | Added |
| ClariVest Asset Management LLC | 464,848 | $24.1M | 0.78% | −1000.0% | Reduced |
| Rheos Capital Works Inc. | 474,200 | $24.5M | 1.26% | +193,000+68.6% | Added |
| State of New Jersey Common Pension Fund D | 482,992 | $25.0M | 0.08% | −2,328−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 488,028 | $25.3M | 0.06% | −35,268−6.7% | Reduced |
| Two Sigma Investments, LP | 503,980 | $26.1M | 0.07% | +282,683+127.7% | Added |
| Voleon Capital Management LP | 511,000 | $26.4M | 28.19% | +511,000 | New |
| Public Employees Retirement System of Ohio | 517,379 | $26.8M | 0.10% | −9,522−1.8% | Reduced |
| Delta Asset Management LLC | 529,348 | $27.4M | 2.65% | +1,870+0.4% | Added |
| Stifel Financial Corp | 531,836 | $27.5M | 0.04% | −4,919−0.9% | Reduced |
| Adams Diversified Equity Fund, Inc. | 533,400 | $27.6M | 1.09% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 543,710 | $28.1M | 0.15% | +10,106+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 544,178 | $28.2M | 0.10% | +12,244+2.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 560,908 | $29.0M | 1.66% | −30,141−5.1% | Reduced |
| Raub Brock Capital Management LP | 567,188 | $29.4M | 4.46% | −11,039−1.9% | Reduced |
| Eaton Vance Management | 622,049 | $31.2M | 0.04% | +3,223+0.5% | Added |
| Citigroup Inc | 603,859 | $31.3M | 0.03% | −3,530−0.6% | Reduced |
| Junto Capital Management LP | 614,556 | $31.8M | 1.00% | +614,556 | New |
| Mn Services Vermogensbeheer B.V. | 614,700 | $31.8M | 0.20% | +9,100+1.5% | Added |
| Railway Pension Investments Ltd | 647,500 | $33.5M | 0.27% | −4,100−0.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 658,772 | $34.1M | 0.06% | +44,655+7.3% | Added |
| Public Sector Pension Investment Board | 661,345 | $34.2M | 0.20% | +18,290+2.8% | Added |
| Bridgewater Associates, LP | 682,213 | $35.3M | 0.19% | +345,567+102.6% | Added |
| Baird Financial Group, Inc. | 701,917 | $36.3M | 0.09% | +22,129+3.3% | Added |
| Artisan Partners Limited Partnership | 720,243 | $37.3M | 0.05% | −535,135−42.6% | Reduced |
| Scout Investments, Inc. | 757,999 | $39.2M | 0.59% | −232,460−23.5% | Reduced |
| Canada Pension Plan Investment Board | 777,517 | $40.2M | 0.05% | +41,280+5.6% | Added |
| AXA S.A. | 788,867 | $40.8M | 0.11% | +9,946+1.3% | Added |
| Calamos Advisors LLC | 804,395 | $41.6M | 0.20% | +22,134+2.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 823,143 | $42.6M | 0.21% | −23,900−2.8% | Reduced |
| American Century Companies Inc | 848,974 | $43.9M | 0.03% | +839,727+9,081.1% | Added |
| Dearborn Partners LLC | 868,309 | $44.9M | 1.83% | +2,430+0.3% | Added |
| Reynders McVeigh Capital Management, LLC | 876,018 | $45.3M | 2.78% | +16,571+1.9% | Added |
| Retirement Systems of Alabama | 888,611 | $46.0M | 0.17% | −831−0.1% | Reduced |
| Davis Selected Advisers | 903,815 | $46.8M | 0.22% | −528,963−36.9% | Reduced |
| State of Wisconsin Investment Board | 919,884 | $47.6M | 0.10% | +62,940+7.3% | Added |
| New York State Teachers Retirement System | 933,315 | $48.3M | 0.10% | +2,672+0.3% | Added |
| Boston Common Asset Management, LLC | 971,566 | $50.3M | 2.17% | −43,433−4.3% | Reduced |
| APG Asset Management N.V. | 1,128,570 | $50.4M | 0.09% | −54,919−4.6% | Reduced |
| Alyeska Investment Group, L.P. | 1,005,420 | $52.0M | 0.64% | −84,549−7.8% | Reduced |
| HighTower Advisors, LLC | 1,062,996 | $55.1M | 0.15% | +781,835+278.1% | Added |
| Capital Group Private Client Services, Inc. | 1,075,287 | $55.7M | 0.65% | +1,075,287 | New |
| State Board of Administration of Florida Retirement System | 1,084,294 | $56.1M | 0.11% | −24,966−2.3% | Reduced |
| Electron Capital Partners, LLC | 1,090,302 | $56.4M | 3.08% | −207,932−16.0% | Reduced |
| Principal Financial Group Inc | 1,102,007 | $57.0M | 0.04% | +18,575+1.7% | Added |
| Envestnet Asset Management Inc | 1,122,234 | $58.1M | 0.03% | +45,417+4.2% | Added |
| Causeway Capital Management LLC | 1,139,582 | $59.0M | 1.33% | −510,757−30.9% | Reduced |
| First Trust Advisors LP | 1,180,326 | $61.1M | 0.07% | +15,656+1.3% | Added |
| Bank of Montreal | 1,175,137 | $62.1M | 0.03% | +133,378+12.8% | Added |