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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 2022

Institutional positions in Carrier Global Corp as of Jun 30, 2022. 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
1,174
−70 vs. Q1 2022
Shares held
724.4M
−10.0M (−1.4%) vs. Q1 2022
Total value
$25.8B
−$7.85B (−23.3%) vs. Q1 2022
New holders
82
384 more added
Sold out
152
486 more reduced

20 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 1,174 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 2022: $25.8B
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 2022

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2022.

Institutions holding CARR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Principal Financial Group Inc1,068,162$38.1M0.03%+11,141+1.1%Added
Baird Financial Group, Inc.1,073,980$38.3M0.11%+287,437+36.5%Added
Ameriprise Financial Inc1,147,551$40.8M0.01%−1,751,689−60.4%Reduced
Bank of Montreal1,127,975$41.3M0.03%+514,247+83.8%Added
Envestnet Asset Management Inc1,180,364$42.1M0.02%+2,322+0.2%Added
Price T Rowe Associates Inc1,190,901$42.5M0.01%−138,909−10.4%Reduced
Alliancebernstein L.P.1,195,782$42.6M0.02%+106,058+9.7%Added
Manufacturers Life Insurance Company, The1,219,672$43.5M0.03%−38,771−3.1%Reduced
Great West Life Assurance Co1,219,152$43.5M0.11%+32,243+2.7%Added
Royal Bank of Canada1,241,394$44.3M0.01%+38,441+3.2%Added
Russell Investments Group, Ltd.1,319,927$47.1M0.10%−14,337−1.1%Reduced
First Republic Investment Management, Inc.1,326,708$47.3M0.12%−15,211−1.1%Reduced
The PNC Financial Services Group, Inc.1,333,633$47.6M0.05%−43,526−3.2%Reduced
UBS Group AG1,341,142$47.8M0.02%+105,098+8.5%Added
New York State Common Retirement Fund1,362,412$48.6M0.06%+70,095+5.4%Added
Capital International Inc1,377,362$49.1M0.68%−101,579−6.9%Reduced
APG Asset Management N.V.1,473,148$50.2M0.12%+478,627+48.1%Added
California State Teachers Retirement System1,431,008$51.0M0.08%+29,618+2.1%Added
National Pension Service1,458,637$52.0M0.11%+118,794+8.9%Added
Rhumbline Advisers1,478,620$52.7M0.08%+86,755+6.2%Added
Wells Fargo & Company1,508,280$53.8M0.02%−278,908−15.6%Reduced
California Public Employees Retirement System1,589,559$56.7M0.05%−107,702−6.3%Reduced
Mawer Investment Management Ltd.1,700,720$60.6M0.34%−143,570−7.8%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,778,833$63.4M0.45%−1,654,010−48.2%Reduced
Pictet Asset Management SA1,788,061$63.8M0.09%+40,504+2.3%Added
Raymond James & Associates1,804,418$64.3M0.06%−90,431−4.8%Reduced
Voloridge Investment Management, LLC2,044,654$72.9M0.38%+348,850+20.6%Added
Amundi2,050,539$73.0M0.06%−809,917−28.3%Reduced
Deutsche Bank AG2,089,360$74.5M0.04%+472,926+29.3%Added
Fisher Asset Management, LLC2,124,741$75.8M0.05%−79,707−3.6%Reduced
Causeway Capital Management LLC2,150,892$76.7M2.05%+904,773+72.6%Added
Massachusetts Financial Services Co2,194,480$78.3M0.03%−212,564−8.8%Reduced
Ensign Peak Advisors, Inc2,203,476$78.6M0.19%+93,375+4.4%Added
Adage Capital Partners GP, L.L.C.2,252,632$80.3M0.18%+615,100+37.6%Added
Clean Energy Transition LLP2,422,004$86.4M16.72%+249,638+11.5%Added
Goldman Sachs Group Inc2,456,519$87.6M0.03%+111,594+4.8%Added
Brown Advisory Inc2,702,022$96.4M0.18%−35,072−1.3%Reduced
Two Sigma Advisers, LP2,818,600$100.5M0.29%+1,746,700+163.0%Added
Sumitomo Mitsui Trust Holdings, Inc.2,986,743$106.5M0.08%−397,679−11.8%Reduced
Rockefeller Capital Management L.P.3,004,543$107.1M0.57%+387,647+14.8%Added
JPMorgan Chase & Co3,084,474$110.0M0.02%+543,258+21.4%Added
Credit Suisse AG3,476,477$124.0M0.13%+195,111+5.9%Added
Two Sigma Investments, LP3,485,957$124.3M0.42%+1,479,583+73.7%Added
D. E. Shaw & Co., Inc.3,580,827$127.7M0.21%+909,207+34.0%Added
Gates Capital Management, Inc.3,692,996$131.7M5.09%+242,972+7.0%Added
Swiss National Bank3,711,048$132.3M0.09%+145,300+4.1%Added
Charles Schwab Investment Management Inc4,387,677$156.5M0.05%−17,015−0.4%Reduced
UBS Asset Management Americas Inc4,520,023$161.2M0.08%+93,147+2.1%Added
Bank of America Corp4,735,405$168.9M0.02%−9,264,471−66.2%Reduced
Citadel Advisors LLC4,840,397$172.6M0.23%+4,423,073+1,059.9%Added
Primecap Management Co4,913,772$175.2M0.16%−63,700−1.3%Reduced
Burgundy Asset Management Ltd.5,162,352$184.1M2.31%+547,683+11.9%Added
FMR LLC5,255,662$187.4M0.02%−1,710,432−24.6%Reduced
Diamond Hill Capital Management Inc5,553,488$198.0M0.87%+351,887+6.8%Added
Invesco Ltd.5,838,489$208.2M0.06%+889,901+18.0%Added
Legal & General Group Plc5,972,709$213.0M0.08%−623,373−9.5%Reduced
Renaissance Technologies LLC6,674,731$238.0M0.28%+1,367,800+25.8%Added
Norges Bank6,825,825$243.4M0.06%−660,513−8.8%Reduced
Dimensional Fund Advisors LP6,844,335$244.1M0.09%−69,318−1.0%Reduced
Bank of New York Mellon Corp7,277,920$259.5M0.06%−837,782−10.3%Reduced
Morgan Stanley7,917,929$282.4M0.04%+3,408,754+75.6%Added
Northern Trust Corp9,381,357$334.5M0.07%−194,701−2.0%Reduced
Fiera Capital Corp14,986,852$534.4M1.59%+531,734+3.7%Added
Geode Capital Management, LLC16,424,396$584.6M0.09%+250,088+1.5%Added
Nuveen Asset Management, LLC16,550,162$590.2M0.23%−2,188,711−11.7%Reduced
Dodge & Cox18,427,496$657.1M0.45%−79,294−0.4%Reduced
State Street Corp33,320,084$1.19B0.07%−1,347,789−3.9%Reduced
Capital International Investors55,385,374$1.98B0.54%+1,050,266+1.9%Added
BlackRock Inc.58,685,898$2.09B0.07%+209,820+0.4%Added
Capital World Investors75,592,691$2.70B0.57%−6,494,349−7.9%Reduced
Capital Research Global Investors78,121,594$2.79B0.87%−795,048−1.0%Reduced
Vanguard Group Inc92,720,866$3.31B0.09%+801,271+0.9%Added
Transamerica Financial Advisors, Inc.1––+1New
Sofos Investments, Inc.900––−250−21.7%Reduced
STRS Ohio0$00.00%−43,045−100.0%Sold out
Electron Capital Partners, LLC0$00.00%−1,418,308−100.0%Sold out
Varma Mutual Pension Insurance Co0$00.00%−407,872−100.0%Sold out
Thames Capital Management LLC0$00.00%−259,129−100.0%Sold out
Scopus Asset Management, L.P.0$00.00%−250,000−100.0%Sold out
Twinbeech Capital LP0$00.00%−168,580−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−151,600−100.0%Sold out
Wilson Asset Management (International) Pty Ltd0$00.00%−132,868−100.0%Sold out
Mackay Shields LLC0$00.00%−122,696−100.0%Sold out
Ossiam0$00.00%−109,491−100.0%Sold out
XXEC, Inc.0$00.00%−41,982−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−37,500−100.0%Sold out
Lavaca Capital LLC0$00.00%−27,948−100.0%Sold out
Jefferies Group LLC0$00.00%−26,000−100.0%Sold out
united american securities inc. (d/b/a uas asset management)0$00.00%−25,125−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−23,804−100.0%Sold out
Woodard & Co Asset Management Group Inc0$00.00%−22,482−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−19,809−100.0%Sold out
Aaron Wealth Advisors0$00.00%−45,640−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−21,506−100.0%Sold out
Warther Private Wealth, LLC0$00.00%−20,897−100.0%Sold out
Nomura Holdings Inc0$00.00%−16,321−100.0%Sold out
Versor Investments LP0$00.00%−15,821−100.0%Sold out
Donoghue Forlines LLC0$00.00%−15,645−100.0%Sold out
Virtu Financial LLC0$00.00%−15,358−100.0%Sold out
Wolverine Trading, LLC0$00.00%−13,904−100.0%Sold out