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 |
|---|---|---|---|---|---|
| Sagefield Capital LP | 103,830 | $8.36M | 0.91% | −34,909−25.2% | Reduced |
| Letson Investment Management, Inc. | 104,728 | $8.43M | 3.31% | +925+0.9% | Added |
| Walleye Capital LLC | 105,554 | $8.50M | 0.09% | −52,558−33.2% | Reduced |
| ProShare Advisors LLC | 106,336 | $8.56M | 0.02% | −9,399−8.1% | Reduced |
| GPM Growth Investors, Inc. | 108,002 | $8.69M | 3.62% | −2,940−2.7% | Reduced |
| Yousif Capital Management, LLC | 109,291 | $8.80M | 0.10% | −1,275−1.2% | Reduced |
| Telos Capital Management, Inc. | 110,053 | $8.86M | 0.93% | −4,365−3.8% | Reduced |
| D.A. Davidson & Co. | 110,292 | $8.88M | 0.07% | +380.0% | Added |
| Laffer Tengler Investments | 110,412 | $8.89M | 1.80% | +4,583+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 110,713 | $8.91M | 0.08% | −3,657−3.2% | Reduced |
| Abn Amro Investment Solutions | 110,943 | $8.93M | 0.16% | +8,797+8.6% | Added |
| CIBC World Markets Corp | 112,302 | $9.04M | 0.07% | +5,812+5.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 112,536 | $9.06M | 1.82% | −745−0.7% | Reduced |
| Close Asset Management Ltd | 112,988 | $9.09M | 0.28% | −1,703−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 113,086 | $9.10M | 0.04% | +410.0% | Added |
| Xponance, Inc. | 114,391 | $9.21M | 0.09% | +2,348+2.1% | Added |
| Albar Capital Ltd | 114,834 | $9.24M | 2.08% | −274,371−70.5% | Reduced |
| Connecticut Wealth Management, LLC | 115,389 | $9.29M | 0.45% | +997+0.9% | Added |
| NorthCrest Asset Manangement, LLC | 115,794 | $9.32M | 0.28% | −2,510−2.1% | Reduced |
| Lincoln Capital LLC | 116,144 | $9.35M | 1.98% | +79+0.1% | Added |
| Shelton Capital Management | 116,215 | $9.35M | 0.24% | +15,050+14.9% | Added |
| Credit Agricole S A | 117,362 | $9.45M | 0.05% | −9,591−7.6% | Reduced |
| Pathstone Holdings, LLC | 118,276 | $9.52M | 0.04% | +1,378+1.2% | Added |
| Hudson Bay Capital Management LP | 119,153 | $9.59M | 0.07% | −106,847−47.3% | Reduced |
| CIBC Private Wealth Group, LLC | 121,182 | $9.75M | 0.02% | +7,092+6.2% | Added |
| State of Alaska, Department of Revenue | 123,340 | $9.93M | 0.11% | +6,415+5.5% | Added |
| CIBC Asset Management Inc | 124,110 | $9.99M | 0.03% | +9,627+8.4% | Added |
| New York Life Investment Management LLC | 124,530 | $10.0M | 0.10% | −2,352−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 125,251 | $10.1M | 0.62% | +59,851+91.5% | Added |
| Meyer Handelman Co | 126,005 | $10.1M | 0.34% | −435−0.3% | Reduced |
| MML Investors Services, LLC | 127,288 | $10.2M | 0.04% | −2,794−2.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 129,189 | $10.4M | 0.11% | +129,189 | New |
| Contravisory Investment Management, Inc. | 129,957 | $10.5M | 2.24% | +794+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 130,225 | $10.5M | 0.14% | −2,194−1.7% | Reduced |
| Truist Financial Corp | 130,681 | $10.5M | 0.02% | −5,061−3.7% | Reduced |
| Somerville Kurt F | 131,282 | $10.6M | 1.70% | +35,837+37.5% | Added |
| Alpine Woods Capital Investors, LLC | 140,039 | $10.7M | 1.88% | −39,149−21.8% | Reduced |
| Kanawha Capital Management LLC | 134,480 | $10.8M | 0.79% | +913+0.7% | Added |
| British Columbia Investment Management Corp | 135,305 | $10.9M | 0.07% | −19,867−12.8% | Reduced |
| Churchill Management Corp | 136,104 | $11.0M | 0.13% | −2,080−1.5% | Reduced |
| Cerity Partners LLC | 136,821 | $11.0M | 0.02% | +38,365+39.0% | Added |
| Punch & Associates Investment Management, Inc. | 137,563 | $11.1M | 0.62% | −906−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 138,207 | $11.1M | 0.01% | +96,690+232.9% | Added |
| Utah Retirement Systems | 138,704 | $11.2M | 0.13% | +500+0.4% | Added |
| International Assets Investment Management, LLC | 907,258 | $11.3M | 0.05% | +897,061+8,797.3% | Added |
| Foster Victor Wealth Advisors, LLC | 138,785 | $11.4M | 0.91% | +28,306+25.6% | Added |
| USS Investment Management Ltd | 144,625 | $11.6M | 0.09% | +40,177+38.5% | Added |
| Scopus Asset Management, L.P. | 145,052 | $11.7M | 0.35% | +145,052 | New |
| Jane Street Group, LLC | 145,811 | $11.7M | 0.02% | −788,194−84.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 146,810 | $11.8M | 0.02% | +7,313+5.2% | Added |
| ExodusPoint Capital Management, LP | 146,828 | $11.8M | 0.12% | −220,290−60.0% | Reduced |
| Commerce Bank | 147,710 | $11.9M | 0.07% | +5,087+3.6% | Added |
| Assenagon Asset Management S.A. | 149,364 | $12.0M | 0.02% | +121,456+435.2% | Added |
| M. Kraus & Co | 149,937 | $12.1M | 3.54% | −3,052−2.0% | Reduced |
| Welch & Forbes LLC | 150,673 | $12.1M | 0.15% | −3,280−2.1% | Reduced |
| Windward Capital Management Co | 154,723 | $12.5M | 0.95% | +418+0.3% | Added |
| Cetera Investment Advisers | 156,357 | $12.6M | 0.03% | +1,333+0.9% | Added |
| Keybank National Association | 157,451 | $12.7M | 0.05% | −1,744−1.1% | Reduced |
| Gamco Investors, Inc. Et Al | 158,769 | $12.8M | 0.13% | −4,204−2.6% | Reduced |
| Blair William & Co | 159,685 | $12.9M | 0.04% | +5,792+3.8% | Added |
| Trexquant Investment LP | 160,476 | $12.9M | 0.16% | +160,476 | New |
| Cutler Investment Counsel LLC | 161,322 | $13.0M | 1.64% | −2,631−1.6% | Reduced |
| Janney Montgomery Scott LLC | 163,243 | $13.1M | 0.04% | −1,205−0.7% | Reduced |
| AIA Group Ltd | 170,253 | $13.7M | 0.35% | +14,959+9.6% | Added |
| Czech National Bank | 171,027 | $13.8M | 0.14% | +11,350+7.1% | Added |
| Amalgamated Bank | 172,439 | $13.9M | 0.11% | +3,196+1.9% | Added |
| Forsta Ap-Fonden | 172,800 | $13.9M | 0.11% | +17,600+11.3% | Added |
| Adams Diversified Equity Fund, Inc. | 174,500 | $14.0M | 0.52% | +174,500 | New |
| KBC Group NV | 174,813 | $14.1M | 0.04% | +2,360+1.4% | Added |
| Graham Capital Management, L.P. | 175,735 | $14.1M | 0.47% | +1,280+0.7% | Added |
| Peapack Gladstone Financial Corp | 176,984 | $14.2M | 0.21% | +2,397+1.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 182,764 | $14.7M | 0.09% | −1,291−0.7% | Reduced |
| Segment Wealth Management, LLC | 183,656 | $14.8M | 1.02% | −434−0.2% | Reduced |
| Retirement Systems of Alabama | 184,781 | $14.9M | 0.06% | −580.0% | Reduced |
| IFM Investors Pty Ltd | 189,986 | $15.3M | 0.15% | +883+0.5% | Added |
| Varma Mutual Pension Insurance Co | 219,109 | $15.9M | 0.13% | +40,700+22.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 198,543 | $16.0M | 0.45% | +19,615+11.0% | Added |
| Canoe Financial LP | 201,350 | $16.2M | 0.39% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 204,819 | $16.5M | 0.09% | −6,208−2.9% | Reduced |
| Swiss Life Asset Management Ltd | 207,730 | $16.7M | 0.19% | −2,257−1.1% | Reduced |
| DnB Asset Management AS | 208,727 | $16.8M | 0.08% | +8,436+4.2% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 210,329 | $16.9M | 1.41% | +100,788+92.0% | Added |
| AMF Pensionsforsakring AB | 211,753 | $17.1M | 0.12% | 00.0% | Unchanged |
| MetLife Investment Management | 218,296 | $17.6M | 0.10% | −5,224−2.3% | Reduced |
| Susquehanna International Group, LLP | 226,189 | $18.2M | 0.03% | +11,327+5.3% | Added |
| SEI Investments Co | 228,613 | $18.4M | 0.02% | +2,097+0.9% | Added |
| State of Michigan Retirement System | 228,625 | $18.4M | 0.09% | −900−0.4% | Reduced |
| Franklin Resources Inc | 224,323 | $18.5M | 0.01% | +2,596+1.2% | Added |
| Mariner, LLC | 230,978 | $18.6M | 0.03% | +11,144+5.1% | Added |
| Arizona State Retirement System | 232,508 | $18.7M | 0.12% | −2,342−1.0% | Reduced |
| AXA S.A. | 232,588 | $18.7M | 0.06% | −49,356−17.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $18.9M | 0.17% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 236,448 | $19.0M | 1.09% | +3,469+1.5% | Added |
| Nomura Asset Management Co Ltd | 238,988 | $19.2M | 0.06% | +15,609+7.0% | Added |
| Pinebridge Investments, L.P. | 240,444 | $19.4M | 0.15% | −3,443−1.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 240,799 | $19.4M | 1.51% | +117,545+95.4% | Added |
| Nisa Investment Advisors, LLC | 241,453 | $19.4M | 0.12% | +3,440+1.4% | Added |
| Advisor Group Holdings, Inc. | 246,379 | $19.8M | 0.04% | −29,454−10.7% | Reduced |
| Janus Henderson Group PLC | 246,983 | $19.9M | 0.01% | −49,849−16.8% | Reduced |
| Segall Bryant & Hamill, LLC | 247,231 | $19.9M | 0.27% | +247,231 | New |