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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 1,457,398 | $117.2M | 0.07% | −39,906−2.7% | Reduced |
| Russell Investments Group, Ltd. | 1,468,120 | $118.2M | 0.17% | +78,133+5.6% | Added |
| Rhumbline Advisers | 1,504,064 | $121.1M | 0.11% | −43,275−2.8% | Reduced |
| Bristol Gate Capital Partners Inc. | 1,522,119 | $122.5M | 5.61% | −5,930−0.4% | Reduced |
| Zurich Insurance Group Ltd | 1,621,063 | $130.5M | 1.11% | +1,621,063 | New |
| Barclays PLC | 1,698,348 | $136.7M | 0.06% | −890,507−34.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,862,043 | $149.9M | 0.10% | +19,331+1.0% | Added |
| National Pension Service | 1,898,739 | $152.8M | 0.15% | +137,971+7.8% | Added |
| UBS Group AG | 1,961,657 | $157.9M | 0.04% | +212,491+12.1% | Added |
| Primecap Management Co | 2,083,232 | $167.7M | 0.12% | −366,559−15.0% | Reduced |
| Deutsche Bank AG | 2,120,507 | $170.7M | 0.07% | +260,363+14.0% | Added |
| Brown Advisory Inc | 2,215,593 | $178.3M | 0.22% | −4,280−0.2% | Reduced |
| Envestnet Asset Management Inc | 2,220,110 | $178.7M | 0.06% | +154,422+7.5% | Added |
| Swiss National Bank | 2,406,985 | $193.7M | 0.13% | +8,500+0.4% | Added |
| Voya Investment Management LLC | 2,510,854 | $202.1M | 0.21% | +2,223,740+774.5% | Added |
| Royal Bank of Canada | 2,535,369 | $204.1M | 0.05% | +812,417+47.2% | Added |
| Burgundy Asset Management Ltd. | 2,559,860 | $206.0M | 2.04% | −1,180,648−31.6% | Reduced |
| Principal Financial Group Inc | 2,561,877 | $206.2M | 0.11% | +20,500+0.8% | Added |
| Alliancebernstein L.P. | 2,735,027 | $220.1M | 0.07% | +11,410+0.4% | Added |
| Gates Capital Management, Inc. | 2,933,063 | $236.1M | 6.70% | −50,000−1.7% | Reduced |
| Fiduciary Management Inc | 3,405,295 | $274.1M | 2.40% | −99,693−2.8% | Reduced |
| Invesco Ltd. | 3,603,901 | $290.1M | 0.06% | +319,634+9.7% | Added |
| Schroder Investment Management Group | 3,671,276 | $295.6M | 0.30% | +744,920+25.5% | Added |
| Amundi | 3,667,517 | $296.5M | 0.11% | +1,578,465+75.6% | Added |
| Impax Asset Management Group plc | 3,801,946 | $306.0M | 1.20% | −407,561−9.7% | Reduced |
| C WorldWide Group Holding A/S | 4,095,097 | $329.6M | 3.42% | −28,553−0.7% | Reduced |
| Victory Capital Management Inc | 4,097,926 | $329.8M | 0.32% | −341,033−7.7% | Reduced |
| StonePine Asset Management Inc. | 4,107,096 | $330.6M | 3.19% | +52,200+1.3% | Added |
| Dimensional Fund Advisors LP | 4,353,478 | $350.4M | 0.08% | +54,488+1.3% | Added |
| Goldman Sachs Group Inc | 4,364,941 | $351.3M | 0.07% | +86,752+2.0% | Added |
| Bank of America Corp | 4,593,904 | $369.8M | 0.03% | +24,189+0.5% | Added |
| Charles Schwab Investment Management Inc | 4,744,407 | $381.9M | 0.07% | +49,196+1.0% | Added |
| Price T Rowe Associates Inc | 4,820,021 | $388.0M | 0.04% | −1,069,453−18.2% | Reduced |
| Legal & General Group Plc | 4,859,850 | $391.2M | 0.10% | −83,185−1.7% | Reduced |
| Bank of New York Mellon Corp | 5,684,662 | $457.6M | 0.09% | −150,136−2.6% | Reduced |
| Pictet Asset Management Holding SA | 5,954,668 | $479.3M | 0.53% | +92,046+1.6% | Added |
| UBS Asset Management Americas Inc | 5,993,169 | $482.4M | 0.12% | +110,988+1.9% | Added |
| Fiera Capital Corp | 7,577,912 | $609.9M | 1.83% | −361,748−4.6% | Reduced |
| Northern Trust Corp | 7,581,240 | $610.2M | 0.10% | −271,235−3.5% | Reduced |
| Norges Bank | 8,228,935 | $662.3M | 0.09% | +194,814+2.4% | Added |
| FMR LLC | 8,729,073 | $702.6M | 0.04% | +2,320,909+36.2% | Added |
| Morgan Stanley | 10,763,285 | $866.3M | 0.06% | −1,470,920−12.0% | Reduced |
| Nuveen Asset Management, LLC | 11,686,928 | $940.7M | 0.26% | −1,091,590−8.5% | Reduced |
| Fisher Asset Management, LLC | 14,267,109 | $1.15B | 0.47% | +269,538+1.9% | Added |
| Dodge & Cox | 14,346,499 | $1.15B | 0.65% | −20,525−0.1% | Reduced |
| Geode Capital Management, LLC | 16,937,689 | $1.36B | 0.11% | +289,439+1.7% | Added |
| JPMorgan Chase & Co | 28,833,396 | $2.32B | 0.19% | −1,947,581−6.3% | Reduced |
| State Street Corp | 33,665,505 | $2.71B | 0.11% | +469,108+1.4% | Added |
| Capital World Investors | 47,509,626 | $3.82B | 0.59% | −1,074,538−2.2% | Reduced |
| BlackRock, Inc. | 53,109,723 | $4.27B | 0.09% | +53,109,723 | New |
| Capital International Investors | 84,729,118 | $6.82B | 1.31% | +1,393,398+1.7% | Added |
| Vanguard Group Inc | 95,204,977 | $7.66B | 0.14% | +626,471+0.7% | Added |
| Capital Research Global Investors | 95,209,717 | $7.66B | 1.59% | −267,275−0.3% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,644,281−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −1,278,302−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −926,047−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −348,304−100.0% | Sold out |
| Dnca Finance | 0 | $0 | 0.00% | −294,253−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −216,779−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −195,730−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −167,500−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −123,149−100.0% | Sold out |
| Socorro Asset Management LP | 0 | $0 | 0.00% | −117,976−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −93,923−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −79,649−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −61,600−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −46,018−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −45,191−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,431−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −22,345−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,754−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −21,192−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −15,361−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −13,744−100.0% | Sold out |
| Amussen Hunsaker Associates LLC | 0 | $0 | 0.00% | −13,701−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −13,318−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −12,969−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −12,732−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −12,540−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,574−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −11,328−100.0% | Sold out |
| Shayne & Co., LLC | 0 | $0 | 0.00% | −10,779−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −9,582−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −9,150−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,662−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −6,234−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −6,195−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −5,892−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −5,377−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −5,345−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| St. James Investment Company, LLC | 0 | $0 | 0.00% | −3,225−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −2,528−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |