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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, 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
Public Sector Pension Investment Board661,345$34.2M0.20%+18,290+2.8%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main658,772$34.1M0.06%+44,655+7.3%Added
Railway Pension Investments Ltd647,500$33.5M0.27%−4,100−0.6%Reduced
Mn Services Vermogensbeheer B.V.614,700$31.8M0.20%+9,100+1.5%Added
Junto Capital Management LP614,556$31.8M1.00%+614,556New
Citigroup Inc603,859$31.3M0.03%−3,530−0.6%Reduced
Eaton Vance Management622,049$31.2M0.04%+3,223+0.5%Added
Raub Brock Capital Management LP567,188$29.4M4.46%−11,039−1.9%Reduced
Lombard Odier Asset Management (Europe) Ltd560,908$29.0M1.66%−30,141−5.1%Reduced
Chevy Chase Trust Holdings, Inc.544,178$28.2M0.10%+12,244+2.3%Added
Teacher Retirement System of Texas543,710$28.1M0.15%+10,106+1.9%Added
Adams Diversified Equity Fund, Inc.533,400$27.6M1.09%00.0%Unchanged
Stifel Financial Corp531,836$27.5M0.04%−4,919−0.9%Reduced
Delta Asset Management LLC529,348$27.4M2.65%+1,870+0.4%Added
Public Employees Retirement System of Ohio517,379$26.8M0.10%−9,522−1.8%Reduced
Voleon Capital Management LP511,000$26.4M28.19%+511,000New
Two Sigma Investments, LP503,980$26.1M0.07%+282,683+127.7%Added
Mitsubishi UFJ Trust & Banking Corp488,028$25.3M0.06%−35,268−6.7%Reduced
State of New Jersey Common Pension Fund D482,992$25.0M0.08%−2,328−0.5%Reduced
Rheos Capital Works Inc.474,200$24.5M1.26%+193,000+68.6%Added
ClariVest Asset Management LLC464,848$24.1M0.78%−1000.0%Reduced
Asset Management One Co.,Ltd.463,277$24.0M0.09%+856+0.2%Added
LPL Financial LLC454,501$23.5M0.02%+184,563+68.4%Added
Roosevelt Investment Group LLC452,563$23.4M1.45%−17,770−3.8%Reduced
Toronto Dominion Bank451,236$23.4M0.04%−74,512−14.2%Reduced
Philadelphia Trust Co448,689$23.2M1.71%−22,686−4.8%Reduced
Ferguson Wellman Capital Management, Inc447,222$23.1M0.75%−213,264−32.3%Reduced
Capital International Ltd445,135$23.0M1.25%+101,624+29.6%Added
Gateway Investment Advisers LLC441,141$22.8M0.24%−600.0%Reduced
Swedbank AB434,996$22.5M0.04%−22,798−5.0%Reduced
Voya Investment Management LLC428,426$22.2M0.04%+4,326+1.0%Added
NN Investment Partners Holdings N.V.423,395$21.9M0.12%+61,660+17.0%Added
Waratah Capital Advisors Ltd.392,868$20.3M1.04%+161,872+70.1%Added
Robeco Institutional Asset Management B.V.382,588$19.8M0.04%+127,076+49.7%Added
Standard Life Aberdeen plc372,416$19.6M0.04%−24,967−6.3%Reduced
Professional Advisory Services Inc364,461$18.9M2.77%−52,969−12.7%Reduced
Commonwealth Equity Services, LLC352,252$18.2M0.05%−780−0.2%Reduced
Allianz Asset Management GmbH348,509$18.0M0.01%+89,396+34.5%Added
US Bancorp347,468$18.0M0.03%−10,149−2.8%Reduced
AMP Capital Investors Ltd346,318$17.9M0.10%−91,553−20.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.344,134$17.8M0.09%+39,372+12.9%Added
Tocqueville Asset Management L.P.342,955$17.8M0.26%−18,881−5.2%Reduced
Susquehanna International Group, LLP341,769$17.7M0.02%+41,784+13.9%Added
M&T Bank Corp341,649$17.7M0.08%−15,517−4.3%Reduced
Wafra Inc.339,519$17.6M0.64%−391,507−53.6%Reduced
Oppenheimer & Co Inc330,908$17.1M0.32%−182,222−35.5%Reduced
Treasurer of the State of North Carolina330,159$17.1M0.10%+14,559+4.6%Added
SEI Investments Co330,291$17.1M0.04%−62,597−15.9%Reduced
Advisor Group Holdings, Inc.328,600$17.0M0.04%+31,870+10.7%Added
M&G Investment Management Ltd326,032$17.0M0.08%+8,792+2.8%Added
Comerica Bank310,122$17.0M0.10%−29,250−8.6%Reduced
TD Asset Management Inc327,060$16.9M0.02%+4,524+1.4%Added
Voloridge Investment Management, LLC326,380$16.9M0.11%+235,750+260.1%Added
Sandbar Asset Management LLP324,965$16.8M1.83%+79,238+32.2%Added
Royal London Asset Management Ltd310,544$16.1M0.07%−7,417−2.3%Reduced
Meitav Dash Investments Ltd300,000$15.5M0.25%+300,000New
Fifth Third Bancorp298,690$15.5M0.07%−26,519−8.2%Reduced
Adage Capital Partners GP, L.L.C.298,429$15.4M0.03%−2,887,933−90.6%Reduced
NFJ Investment Group, LLC289,096$15.0M0.29%−9,709−3.2%Reduced
Welch & Forbes LLC285,495$14.8M0.25%−7,478−2.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)274,742$14.2M0.08%−49,923−15.4%Reduced
Truist Financial Corp270,696$14.0M0.02%+16,135+6.3%Added
Highland Capital Management, LLC269,822$14.0M0.85%−57,655−17.6%Reduced
Baker Chad R267,345$13.8M3.10%00.0%Unchanged
American International Group, Inc.265,983$13.8M0.07%+10,019+3.9%Added
Aviva PLC265,893$13.8M0.06%−13,884−5.0%Reduced
Storebrand Asset Management AS264,248$13.7M0.07%+42,338+19.1%Added
Thames Capital Management LLC260,221$13.5M2.94%00.0%Unchanged
Employees Retirement System of Texas260,000$13.5M0.16%−25,000−8.8%Reduced
Keybank National Association257,576$13.3M0.06%−15,120−5.5%Reduced
Steigerwald, Gordon & Koch Inc.247,586$12.8M2.10%+4,133+1.7%Added
Amalgamated Bank246,154$12.7M0.11%−228−0.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund244,770$12.7M0.03%−11,662−4.5%Reduced
Handelsbanken Fonder AB244,405$12.7M0.07%00.0%Unchanged
Bank of Nova Scotia241,807$12.5M0.02%+18,285+8.2%Added
Franklin Resources Inc241,689$12.5M0.00%+16,933+7.5%Added
Nisa Investment Advisors, LLC240,487$12.4M0.08%−590−0.2%Reduced
Cubist Systematic Strategies, LLC237,439$12.3M0.15%+225,783+1,937.1%Added
State of Alaska, Department of Revenue235,530$12.2M0.12%+1,489+0.6%Added
Arizona State Retirement System231,680$12.0M0.10%−1,717−0.7%Reduced
Markel Group Inc.SuperinvestorMarkel Group230,500$11.9M0.15%+6,500+2.9%Added
KBC Group NV230,500$11.9M0.04%+133,120+136.7%Added
LSV Asset Management230,300$11.9M0.02%−24,300−9.5%Reduced
Andra AP-fonden226,600$11.7M0.24%+41,100+22.2%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund225,900$11.7M0.11%−2,700−1.2%Reduced
Oregon Public Employees Retirement Fund223,973$11.6M0.13%+655+0.3%Added
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)222,000$11.5M0.39%+222,000New
State of Michigan Retirement System217,843$11.3M0.06%+12,500+6.1%Added
Scopus Asset Management, L.P.214,606$11.1M0.28%−121,500−36.1%Reduced
Korea Investment CORP207,400$10.7M0.03%+20,100+10.7%Added
Socorro Asset Management LP207,039$10.7M3.02%−74,085−26.4%Reduced
State of Tennessee, Treasury Department206,423$10.7M0.04%+1,652+0.8%Added
DnB Asset Management AS205,020$10.6M0.07%+1,125+0.6%Added
Swiss Life Asset Management Ltd204,056$10.6M0.15%+83,684+69.5%Added
Forsta Ap-Fonden202,400$10.5M0.12%−11,900−5.6%Reduced
Raymond James Financial Services Advisors, Inc.201,211$10.4M0.02%−26,307−11.6%Reduced
DSAM Partners (London) Ltd201,000$10.4M5.90%−134,925−40.2%Reduced
Varma Mutual Pension Insurance Co200,000$10.4M0.16%−90,000−31.0%Reduced
MetLife Investment Management195,979$10.1M0.09%+6,595+3.5%Added
Xponance, Inc.193,892$10.0M0.19%−2,938−1.5%Reduced