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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 251,226 | $20.2M | 0.08% | +89,448+55.3% | Added |
| Resona Asset Management Co.,Ltd. | 255,314 | $20.6M | 0.12% | −3,169−1.2% | Reduced |
| Macquarie Group Ltd | 260,514 | $21.0M | 0.02% | −6,416−2.4% | Reduced |
| Scout Investments, Inc. | 258,449 | $21.1M | 0.55% | −71,934−21.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 268,385 | $21.6M | 0.07% | −89,115−24.9% | Reduced |
| Baker Chad R | 271,710 | $21.9M | 4.30% | −4,065−1.5% | Reduced |
| Prospector Partners LLC | 274,795 | $22.1M | 2.36% | +950+0.3% | Added |
| Verition Fund Management LLC | 278,569 | $22.4M | 0.15% | +153,741+123.2% | Added |
| Natixis Advisors, L.P. | 280,146 | $22.5M | 0.04% | +57,042+25.6% | Added |
| Calamos Advisors LLC | 283,707 | $22.8M | 0.11% | −6,961−2.4% | Reduced |
| Professional Advisory Services Inc | 284,042 | $22.9M | 3.00% | −73,258−20.5% | Reduced |
| Raub Brock Capital Management LP | 286,393 | $23.1M | 4.68% | −13,540−4.5% | Reduced |
| Hemenway Trust Co LLC | 288,023 | $23.2M | 1.83% | +84,208+41.3% | Added |
| Toronto Dominion Bank | 289,988 | $23.3M | 0.04% | +35,550+14.0% | Added |
| State of New Jersey Common Pension Fund D | 295,560 | $23.8M | 0.10% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 296,218 | $23.8M | 0.06% | +6,140+2.1% | Added |
| Assetmark, Inc | 297,666 | $24.0M | 0.07% | +13,106+4.6% | Added |
| Williams Jones Wealth Management, LLC. | 302,491 | $24.3M | 0.29% | +32,499+12.0% | Added |
| Meitav Dash Investments Ltd | 307,285 | $24.5M | 0.41% | −249,005−44.8% | Reduced |
| Boston Common Asset Management, LLC | 305,174 | $24.6M | 0.64% | +14,239+4.9% | Added |
| Canada Pension Plan Investment Board | 305,497 | $24.6M | 0.02% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 306,283 | $24.7M | 0.41% | −1,080−0.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 310,079 | $25.0M | 2.72% | +4,511+1.5% | Added |
| Tocqueville Asset Management L.P. | 310,290 | $25.0M | 0.39% | −22,010−6.6% | Reduced |
| M&T Bank Corp | 311,453 | $25.1M | 0.08% | +25,346+8.9% | Added |
| Mn Services Vermogensbeheer B.V. | 311,600 | $25.1M | 0.18% | −6,000−1.9% | Reduced |
| Gabelli Funds LLC | 316,746 | $25.5M | 0.18% | 00.0% | Unchanged |
| Danske Bank A/S | 326,975 | $26.3M | 0.09% | −5,691−1.7% | Reduced |
| US Bancorp | 330,255 | $26.6M | 0.03% | +4,456+1.4% | Added |
| Commonwealth Equity Services, LLC | 333,716 | $26.9M | 0.04% | −6,349−1.9% | Reduced |
| TD Asset Management Inc | 338,110 | $27.2M | 0.02% | +1,745+0.5% | Added |
| Korea Investment CORP | 346,615 | $27.9M | 0.07% | +23,359+7.2% | Added |
| State of Tennessee, Treasury Department | 353,583 | $28.5M | 0.10% | +135,662+62.3% | Added |
| Northwest & Ethical Investments L.P. | 356,307 | $28.7M | 0.76% | −48,651−12.0% | Reduced |
| Comerica Bank | 358,712 | $28.9M | 0.11% | +4,645+1.3% | Added |
| Gateway Investment Advisers LLC | 361,970 | $29.1M | 0.32% | −990.0% | Reduced |
| J. Safra Sarasin Holding AG | 367,410 | $29.6M | 0.51% | −22,296−5.7% | Reduced |
| Royal London Asset Management Ltd | 373,079 | $30.0M | 0.07% | +6,727+1.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 373,980 | $30.1M | 0.07% | +936+0.3% | Added |
| Stifel Financial Corp | 375,511 | $30.2M | 0.03% | +15,516+4.3% | Added |
| Treasurer of the State of North Carolina | 375,946 | $30.3M | 0.12% | +10,740+2.9% | Added |
| Public Employees Retirement System of Ohio | 380,855 | $30.7M | 0.13% | −4,588−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 382,102 | $30.8M | 0.09% | −490,757−56.2% | Reduced |
| STRS Ohio | 398,277 | $32.1M | 0.12% | −96,296−19.5% | Reduced |
| Swedbank AB | 409,098 | $32.9M | 0.04% | −800−0.2% | Reduced |
| Baird Financial Group, Inc. | 410,677 | $33.1M | 0.06% | −21,048−4.9% | Reduced |
| Becker Capital Management Inc | 415,077 | $33.4M | 1.09% | −10,133−2.4% | Reduced |
| Waratah Capital Advisors Ltd. | 427,543 | $34.4M | 2.05% | −44,065−9.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 454,251 | $36.6M | 0.11% | −7,308−1.6% | Reduced |
| CI Private Wealth, LLC | 461,935 | $37.2M | 0.06% | −167,119−26.6% | Reduced |
| Creative Planning | 465,226 | $37.4M | 0.04% | +11,655+2.6% | Added |
| Asset Management One Co.,Ltd. | 467,104 | $37.6M | 0.13% | −50.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 475,360 | $38.3M | 0.08% | −5,186−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 502,315 | $40.4M | 0.04% | +898+0.2% | Added |
| LPL Financial LLC | 509,524 | $41.0M | 0.02% | +29,619+6.2% | Added |
| Summitry LLC | 514,571 | $41.4M | 1.98% | −125,696−19.6% | Reduced |
| State of Wisconsin Investment Board | 517,586 | $41.7M | 0.10% | +55,632+12.0% | Added |
| Delta Asset Management LLC | 520,027 | $41.9M | 3.61% | −12,793−2.4% | Reduced |
| Capital International Ltd | 522,306 | $42.0M | 1.81% | −8,011−1.5% | Reduced |
| Prudential Financial Inc | 526,078 | $42.3M | 0.06% | −18,171−3.3% | Reduced |
| iA Global Asset Management Inc. | 533,998 | $43.0M | 0.75% | +95,000+21.6% | Added |
| Los Angeles Capital Management LLC | 537,784 | $43.3M | 0.17% | −894,222−62.4% | Reduced |
| National Bank of Canada | 545,866 | $43.9M | 0.06% | +155,089+39.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 554,464 | $44.6M | 0.21% | −64,969−10.5% | Reduced |
| Mawer Investment Management Ltd. | 558,698 | $45.0M | 0.20% | −220,452−28.3% | Reduced |
| Electron Capital Partners, LLC | 560,764 | $45.1M | 2.17% | +560,764 | New |
| Tredje AP-fonden | 568,000 | $45.7M | 0.41% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 588,996 | $47.4M | 0.07% | −137,090−18.9% | Reduced |
| Neuberger Berman Group LLC | 650,245 | $52.3M | 0.04% | +472,551+265.9% | Added |
| Ci Investments Inc. | 656,367 | $52.8M | 0.20% | +644,071+5,238.1% | Added |
| Great Lakes Advisors, LLC | 670,008 | $53.9M | 0.45% | −580.0% | Reduced |
| New York State Teachers Retirement System | 670,172 | $53.9M | 0.11% | −35,845−5.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 670,596 | $54.0M | 0.10% | +670,596 | New |
| Vontobel Holding Ltd. | 725,855 | $58.4M | 0.19% | −6,895−0.9% | Reduced |
| First Trust Advisors LP | 729,825 | $58.7M | 0.06% | −30,329−4.0% | Reduced |
| Standard Life Aberdeen plc | 743,694 | $59.9M | 0.11% | +8,534+1.2% | Added |
| Capital International Sarl | 787,585 | $63.4M | 1.63% | +107,004+15.7% | Added |
| Aviva PLC | 806,367 | $64.9M | 0.17% | +19,474+2.5% | Added |
| Ameriprise Financial Inc | 823,270 | $66.3M | 0.02% | −116,341−12.4% | Reduced |
| State Board of Administration of Florida Retirement System | 833,772 | $67.1M | 0.13% | −38,030−4.4% | Reduced |
| Bank of Montreal | 851,201 | $68.5M | 0.03% | +13,714+1.6% | Added |
| Reynders McVeigh Capital Management, LLC | 934,810 | $75.2M | 3.99% | −7,420−0.8% | Reduced |
| Capital Group Private Client Services, Inc. | 945,172 | $76.1M | 0.72% | +35,367+3.9% | Added |
| Massachusetts Financial Services Co | 946,874 | $76.2M | 0.02% | −242,829−20.4% | Reduced |
| Great West Life Assurance Co | 971,074 | $78.3M | 0.14% | −33,584−3.3% | Reduced |
| Citigroup Inc | 1,005,831 | $81.0M | 0.07% | +66,071+7.0% | Added |
| Ensign Peak Advisors, Inc | 1,028,377 | $82.8M | 0.15% | +22,597+2.2% | Added |
| Formuepleje A/S | 1,050,356 | $84.5M | 4.33% | +6,936+0.7% | Added |
| The PNC Financial Services Group, Inc. | 1,060,030 | $85.3M | 0.05% | +1,766+0.2% | Added |
| Raymond James & Associates | 1,079,380 | $86.9M | 0.05% | −24,359−2.2% | Reduced |
| HighTower Advisors, LLC | 1,158,262 | $93.1M | 0.13% | −4,870−0.4% | Reduced |
| Capital International Inc | 1,161,896 | $93.5M | 1.18% | +7,649+0.7% | Added |
| Rockefeller Capital Management L.P. | 1,191,632 | $95.9M | 0.26% | −319,526−21.1% | Reduced |
| Millennium Management LLC | 1,205,284 | $97.0M | 0.08% | −634,056−34.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,238,243 | $99.6M | 0.11% | +82,634+7.2% | Added |
| California State Teachers Retirement System | 1,297,819 | $104.5M | 0.12% | −10,540−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,336,403 | $107.2M | 0.20% | −160,797−10.7% | Reduced |
| Wells Fargo & Company | 1,338,720 | $107.8M | 0.03% | +134,142+11.1% | Added |
| New York State Common Retirement Fund | 1,377,559 | $110.9M | 0.15% | −74,012−5.1% | Reduced |
| California Public Employees Retirement System | 1,410,131 | $113.5M | 0.08% | −38,228−2.6% | Reduced |