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 2024
Institutional positions in Carrier Global Corp as of Sep 30, 2024. 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
- 1,553
- +117 vs. Q2 2024
- Shares held
- 750.4M
- +49.2M (+7.0%) vs. Q2 2024
- Total value
- $60.3B
- +$16.1B (+36.4%) vs. Q2 2024
- New holders
- 196
- 511 more added
- Sold out
- 79
- 542 more reduced
17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 31,800 | $2.56M | 0.06% | −2,600−7.6% | Reduced |
| ClariVest Asset Management LLC | 40,894 | $2.58M | 0.26% | 00.0% | Unchanged |
| AXS Investments LLC | 32,126 | $2.59M | 0.69% | +13,009+68.0% | Added |
| Blue Square Asset Management, LLC | 32,579 | $2.62M | 1.41% | −67−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 32,726 | $2.63M | 0.01% | −47−0.1% | Reduced |
| Value Partners Investments Inc. | 32,764 | $2.64M | 0.21% | +2,422+8.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,822 | $2.64M | 0.03% | +2,312+7.6% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 32,822 | $2.64M | 0.03% | +32,822 | New |
| Pacific Global Investment Management CO | 33,032 | $2.66M | 0.48% | −160.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 33,288 | $2.68M | 0.01% | −54−0.2% | Reduced |
| Delta Financial Advisors LLC | 33,807 | $2.72M | 0.99% | +162+0.5% | Added |
| Metis Global Partners, LLC | 33,854 | $2.72M | 0.08% | −48−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 28,643 | $2.73M | 0.01% | +123+0.4% | Added |
| Bryn Mawr Trust Co | 34,717 | $2.79M | 0.05% | +25,594+280.5% | Added |
| Lazard Asset Management LLC | 34,727 | $2.79M | 0.00% | −32−0.1% | Reduced |
| Lee Danner & Bass Inc | 34,780 | $2.80M | 0.20% | −594−1.7% | Reduced |
| Whittier Trust Co | 34,863 | $2.81M | 0.04% | −82−0.2% | Reduced |
| Norinchukin Bank, The | 34,959 | $2.81M | 0.07% | +5,156+17.3% | Added |
| MAI Capital Management | 35,144 | $2.83M | 0.03% | −2,538−6.7% | Reduced |
| Raymond James Trust N.A. | 35,710 | $2.87M | 0.06% | +2,982+9.1% | Added |
| GWM Advisors LLC | 36,189 | $2.91M | 0.02% | +1,188+3.4% | Added |
| United Capital Financial Advisers, LLC | 36,433 | $2.93M | 0.02% | +371+1.0% | Added |
| Perigon Wealth Management, LLC | 36,922 | $2.97M | 0.08% | +104+0.3% | Added |
| Merit Financial Group, LLC | 37,211 | $3.00M | 0.07% | −356−0.9% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 37,337 | $3.01M | 2.25% | −12,364−24.9% | Reduced |
| Selway Asset Management | 37,717 | $3.04M | 1.19% | 00.0% | Unchanged |
| Delaney Dennis R | 37,966 | $3.06M | 1.58% | +16,605+77.7% | Added |
| AQR Capital Management LLC | 38,163 | $3.07M | 0.00% | +6,997+22.5% | Added |
| Marshall Wace, LLP | 38,330 | $3.09M | 0.00% | +38,330 | New |
| Poehling Capital Management, LLC | 38,535 | $3.10M | 0.79% | −168−0.4% | Reduced |
| Trust Co of Vermont | 38,766 | $3.12M | 0.16% | −65−0.2% | Reduced |
| Monarch Capital Management Inc | 39,081 | $3.15M | 0.85% | −80−0.2% | Reduced |
| NEOS Investment Management LLC | 39,144 | $3.15M | 0.10% | +8,120+26.2% | Added |
| Crossmark Global Holdings, Inc. | 39,797 | $3.20M | 0.06% | −1,936−4.6% | Reduced |
| Beacon Pointe Advisors, LLC | 39,870 | $3.21M | 0.04% | −2,848−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 39,915 | $3.21M | 0.00% | −381−0.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $3.22M | 0.69% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 40,285 | $3.24M | 0.02% | +4,400+12.3% | Added |
| Brinker Capital Investments, LLC | 40,337 | $3.25M | 0.03% | −439−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 40,337 | $3.25M | 0.03% | −439−1.1% | Reduced |
| Wolverine Trading, LLC | 40,459 | $3.26M | 0.09% | +40,459 | New |
| Temasek Holdings (Private) Ltd | 40,616 | $3.27M | 0.01% | +40,616 | New |
| Allianz SE | 40,694 | $3.28M | 0.09% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 40,888 | $3.29M | 0.01% | −10,818−20.9% | Reduced |
| Atria Investments LLC | 40,964 | $3.30M | 0.04% | −1,549−3.6% | Reduced |
| New Mexico Educational Retirement Board | 41,017 | $3.30M | 0.11% | −1,300−3.1% | Reduced |
| Bensler, LLC | 41,122 | $3.31M | 0.42% | −45−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 41,438 | $3.34M | 0.09% | −39−0.1% | Reduced |
| Essex Financial Services, Inc. | 41,635 | $3.34M | 0.24% | −3,198−7.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 41,820 | $3.37M | 1.03% | −155−0.4% | Reduced |
| Acadian Asset Management LLC | 42,048 | $3.38M | 0.01% | +27,716+193.4% | Added |
| Thrivent Financial for Lutherans | 42,434 | $3.42M | 0.01% | −13,159−23.7% | Reduced |
| ABN AMRO Bank N.V. | 42,885 | $3.42M | 0.05% | +29,675+224.6% | Added |
| AMG National Trust Bank | 42,883 | $3.45M | 0.09% | −14,799−25.7% | Reduced |
| Notis-McConarty Edward | 43,325 | $3.49M | 1.58% | +10,892+33.6% | Added |
| Change Path, LLC | 43,369 | $3.49M | 0.12% | +4,039+10.3% | Added |
| Jacobs Levy Equity Management, Inc | 43,442 | $3.50M | 0.01% | +43,442 | New |
| Cacti Asset Management LLC | 43,490 | $3.50M | 0.27% | 00.0% | Unchanged |
| Ieq Capital, LLC | 44,191 | $3.56M | 0.04% | −1,681−3.7% | Reduced |
| Venture Visionary Partners LLC | 44,602 | $3.59M | 0.16% | −570−1.3% | Reduced |
| Nomura Holdings Inc | 44,695 | $3.60M | 0.03% | +32,571+268.6% | Added |
| Sargent Investment Group, LLC | 44,704 | $3.60M | 0.65% | +3,690+9.0% | Added |
| Banque Cantonale Vaudoise | 44,918 | $3.62M | 0.15% | +3,771+9.2% | Added |
| Wellington Management Group LLP | 45,064 | $3.63M | 0.00% | +39,834+761.6% | Added |
| Siemens Fonds Invest GmbH | 45,577 | $3.67M | 0.29% | −1,582−3.4% | Reduced |
| Argent Trust Co | 45,767 | $3.68M | 0.15% | −977−2.1% | Reduced |
| North Star Investment Management Corp. | 46,300 | $3.73M | 0.26% | +100+0.2% | Added |
| Securian Asset Management, Inc | 46,434 | $3.74M | 0.11% | −1,748−3.6% | Reduced |
| YHB Investment Advisors, Inc. | 46,443 | $3.74M | 0.31% | −145−0.3% | Reduced |
| PGGM Investments | 46,472 | $3.74M | 0.05% | −33,252−41.7% | Reduced |
| Prio Wealth Limited Partnership | 46,501 | $3.74M | 0.11% | −743−1.6% | Reduced |
| New England Research & Management, Inc. | 46,525 | $3.75M | 1.76% | +9,250+24.8% | Added |
| Bleakley Financial Group, LLC | 47,004 | $3.78M | 0.12% | +1,577+3.5% | Added |
| Rakuten Investment Management, Inc. | 47,048 | $3.79M | 0.02% | +11,753+33.3% | Added |
| Louisiana State Employees Retirement System | 47,300 | $3.81M | 0.07% | −100−0.2% | Reduced |
| Wesbanco Bank Inc | 47,529 | $3.83M | 0.13% | +1,498+3.3% | Added |
| Heritage Investors Management Corp | 47,850 | $3.85M | 0.13% | −590−1.2% | Reduced |
| Quantinno Capital Management LP | 47,906 | $3.86M | 0.05% | +25,822+116.9% | Added |
| UniSuper Management Pty Ltd | 47,907 | $3.86M | 0.03% | −98−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 47,981 | $3.86M | 0.03% | −1,519−3.1% | Reduced |
| Maryland State Retirement & Pension System | 48,036 | $3.87M | 0.08% | −16,797−25.9% | Reduced |
| Empowered Funds, LLC | 48,604 | $3.91M | 0.06% | −501−1.0% | Reduced |
| Savant Capital, LLC | 50,256 | $4.05M | 0.03% | +17,848+55.1% | Added |
| Toroso Investments, LLC | 50,925 | $4.10M | 0.05% | −7,818−13.3% | Reduced |
| Gilman Hill Asset Management, LLC | 50,998 | $4.10M | 0.69% | −27,129−34.7% | Reduced |
| Westport Asset Management Inc | 52,400 | $4.22M | 1.98% | 00.0% | Unchanged |
| Hartford Investment Management Co | 52,913 | $4.26M | 0.14% | −773−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 52,914 | $4.26M | 0.11% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 53,446 | $4.30M | 0.03% | −1,281−2.3% | Reduced |
| Evercore Wealth Management, LLC | 54,335 | $4.37M | 0.07% | −480−0.9% | Reduced |
| Mizuho Securities USA LLC | 54,441 | $4.38M | 0.09% | −10,167−15.7% | Reduced |
| LRI Investments, LLC | 58,497 | $4.39M | 0.43% | −239−0.4% | Reduced |
| Huntington National Bank | 55,783 | $4.49M | 0.03% | +1,494+2.8% | Added |
| Delta Capital Management LLC | 55,915 | $4.50M | 2.60% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 56,052 | $4.51M | 0.03% | −675−1.2% | Reduced |
| Synovus Financial Corp | 56,109 | $4.52M | 0.05% | −2,372−4.1% | Reduced |
| JB Capital LLC | 56,297 | $4.53M | 0.26% | +69+0.1% | Added |
| Jones Financial Companies LLLP | 56,562 | $4.55M | 0.00% | +37,381+194.9% | Added |
| Harmony Asset Management LLC | 57,056 | $4.59M | 1.69% | +230.0% | Added |
| Cohen Klingenstein LLC | 57,282 | $4.61M | 0.16% | 00.0% | Unchanged |