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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 475,360 | $38.3M | 0.08% | −5,186−1.1% | Reduced |
| Asset Management One Co.,Ltd. | 467,104 | $37.6M | 0.13% | −50.0% | Reduced |
| Creative Planning | 465,226 | $37.4M | 0.04% | +11,655+2.6% | Added |
| CI Private Wealth, LLC | 461,935 | $37.2M | 0.06% | −167,119−26.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 454,251 | $36.6M | 0.11% | −7,308−1.6% | Reduced |
| Waratah Capital Advisors Ltd. | 427,543 | $34.4M | 2.05% | −44,065−9.3% | Reduced |
| Becker Capital Management Inc | 415,077 | $33.4M | 1.09% | −10,133−2.4% | Reduced |
| Baird Financial Group, Inc. | 410,677 | $33.1M | 0.06% | −21,048−4.9% | Reduced |
| Swedbank AB | 409,098 | $32.9M | 0.04% | −800−0.2% | Reduced |
| STRS Ohio | 398,277 | $32.1M | 0.12% | −96,296−19.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 382,102 | $30.8M | 0.09% | −490,757−56.2% | Reduced |
| Public Employees Retirement System of Ohio | 380,855 | $30.7M | 0.13% | −4,588−1.2% | Reduced |
| Treasurer of the State of North Carolina | 375,946 | $30.3M | 0.12% | +10,740+2.9% | Added |
| Stifel Financial Corp | 375,511 | $30.2M | 0.03% | +15,516+4.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 373,980 | $30.1M | 0.07% | +936+0.3% | Added |
| Royal London Asset Management Ltd | 373,079 | $30.0M | 0.07% | +6,727+1.8% | Added |
| J. Safra Sarasin Holding AG | 367,410 | $29.6M | 0.51% | −22,296−5.7% | Reduced |
| Gateway Investment Advisers LLC | 361,970 | $29.1M | 0.32% | −990.0% | Reduced |
| Comerica Bank | 358,712 | $28.9M | 0.11% | +4,645+1.3% | Added |
| Northwest & Ethical Investments L.P. | 356,307 | $28.7M | 0.76% | −48,651−12.0% | Reduced |
| State of Tennessee, Treasury Department | 353,583 | $28.5M | 0.10% | +135,662+62.3% | Added |
| Korea Investment CORP | 346,615 | $27.9M | 0.07% | +23,359+7.2% | Added |
| TD Asset Management Inc | 338,110 | $27.2M | 0.02% | +1,745+0.5% | Added |
| Commonwealth Equity Services, LLC | 333,716 | $26.9M | 0.04% | −6,349−1.9% | Reduced |
| US Bancorp | 330,255 | $26.6M | 0.03% | +4,456+1.4% | Added |
| Danske Bank A/S | 326,975 | $26.3M | 0.09% | −5,691−1.7% | Reduced |
| Gabelli Funds LLC | 316,746 | $25.5M | 0.18% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 311,600 | $25.1M | 0.18% | −6,000−1.9% | Reduced |
| M&T Bank Corp | 311,453 | $25.1M | 0.08% | +25,346+8.9% | Added |
| Tocqueville Asset Management L.P. | 310,290 | $25.0M | 0.39% | −22,010−6.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 310,079 | $25.0M | 2.72% | +4,511+1.5% | Added |
| Bradley Foster & Sargent Inc | 306,283 | $24.7M | 0.41% | −1,080−0.4% | Reduced |
| Canada Pension Plan Investment Board | 305,497 | $24.6M | 0.02% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 305,174 | $24.6M | 0.64% | +14,239+4.9% | Added |
| Meitav Dash Investments Ltd | 307,285 | $24.5M | 0.41% | −249,005−44.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 302,491 | $24.3M | 0.29% | +32,499+12.0% | Added |
| Assetmark, Inc | 297,666 | $24.0M | 0.07% | +13,106+4.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 296,218 | $23.8M | 0.06% | +6,140+2.1% | Added |
| State of New Jersey Common Pension Fund D | 295,560 | $23.8M | 0.10% | 00.0% | Unchanged |
| Toronto Dominion Bank | 289,988 | $23.3M | 0.04% | +35,550+14.0% | Added |
| Hemenway Trust Co LLC | 288,023 | $23.2M | 1.83% | +84,208+41.3% | Added |
| Raub Brock Capital Management LP | 286,393 | $23.1M | 4.68% | −13,540−4.5% | Reduced |
| Professional Advisory Services Inc | 284,042 | $22.9M | 3.00% | −73,258−20.5% | Reduced |
| Calamos Advisors LLC | 283,707 | $22.8M | 0.11% | −6,961−2.4% | Reduced |
| Natixis Advisors, L.P. | 280,146 | $22.5M | 0.04% | +57,042+25.6% | Added |
| Verition Fund Management LLC | 278,569 | $22.4M | 0.15% | +153,741+123.2% | Added |
| Prospector Partners LLC | 274,795 | $22.1M | 2.36% | +950+0.3% | Added |
| Baker Chad R | 271,710 | $21.9M | 4.30% | −4,065−1.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 268,385 | $21.6M | 0.07% | −89,115−24.9% | Reduced |
| Scout Investments, Inc. | 258,449 | $21.1M | 0.55% | −71,934−21.8% | Reduced |
| Macquarie Group Ltd | 260,514 | $21.0M | 0.02% | −6,416−2.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 255,314 | $20.6M | 0.12% | −3,169−1.2% | Reduced |
| SG Americas Securities, LLC | 251,226 | $20.2M | 0.08% | +89,448+55.3% | Added |
| Segall Bryant & Hamill, LLC | 247,231 | $19.9M | 0.27% | +247,231 | New |
| Janus Henderson Group PLC | 246,983 | $19.9M | 0.01% | −49,849−16.8% | Reduced |
| Advisor Group Holdings, Inc. | 246,379 | $19.8M | 0.04% | −29,454−10.7% | Reduced |
| Nisa Investment Advisors, LLC | 241,453 | $19.4M | 0.12% | +3,440+1.4% | Added |
| Gillespie Robinson & Grimm Inc | 240,799 | $19.4M | 1.51% | +117,545+95.4% | Added |
| Pinebridge Investments, L.P. | 240,444 | $19.4M | 0.15% | −3,443−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 238,988 | $19.2M | 0.06% | +15,609+7.0% | Added |
| Highland Capital Management, LLC | 236,448 | $19.0M | 1.09% | +3,469+1.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $18.9M | 0.17% | 00.0% | Unchanged |
| AXA S.A. | 232,588 | $18.7M | 0.06% | −49,356−17.5% | Reduced |
| Arizona State Retirement System | 232,508 | $18.7M | 0.12% | −2,342−1.0% | Reduced |
| Mariner, LLC | 230,978 | $18.6M | 0.03% | +11,144+5.1% | Added |
| Franklin Resources Inc | 224,323 | $18.5M | 0.01% | +2,596+1.2% | Added |
| State of Michigan Retirement System | 228,625 | $18.4M | 0.09% | −900−0.4% | Reduced |
| SEI Investments Co | 228,613 | $18.4M | 0.02% | +2,097+0.9% | Added |
| Susquehanna International Group, LLP | 226,189 | $18.2M | 0.03% | +11,327+5.3% | Added |
| MetLife Investment Management | 218,296 | $17.6M | 0.10% | −5,224−2.3% | Reduced |
| AMF Pensionsforsakring AB | 211,753 | $17.1M | 0.12% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 210,329 | $16.9M | 1.41% | +100,788+92.0% | Added |
| DnB Asset Management AS | 208,727 | $16.8M | 0.08% | +8,436+4.2% | Added |
| Swiss Life Asset Management Ltd | 207,730 | $16.7M | 0.19% | −2,257−1.1% | Reduced |
| Corebridge Financial, Inc. | 204,819 | $16.5M | 0.09% | −6,208−2.9% | Reduced |
| Canoe Financial LP | 201,350 | $16.2M | 0.39% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 198,543 | $16.0M | 0.45% | +19,615+11.0% | Added |
| Varma Mutual Pension Insurance Co | 219,109 | $15.9M | 0.13% | +40,700+22.8% | Added |
| IFM Investors Pty Ltd | 189,986 | $15.3M | 0.15% | +883+0.5% | Added |
| Retirement Systems of Alabama | 184,781 | $14.9M | 0.06% | −580.0% | Reduced |
| Segment Wealth Management, LLC | 183,656 | $14.8M | 1.02% | −434−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 182,764 | $14.7M | 0.09% | −1,291−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 176,984 | $14.2M | 0.21% | +2,397+1.4% | Added |
| Graham Capital Management, L.P. | 175,735 | $14.1M | 0.47% | +1,280+0.7% | Added |
| KBC Group NV | 174,813 | $14.1M | 0.04% | +2,360+1.4% | Added |
| Adams Diversified Equity Fund, Inc. | 174,500 | $14.0M | 0.52% | +174,500 | New |
| Forsta Ap-Fonden | 172,800 | $13.9M | 0.11% | +17,600+11.3% | Added |
| Amalgamated Bank | 172,439 | $13.9M | 0.11% | +3,196+1.9% | Added |
| Czech National Bank | 171,027 | $13.8M | 0.14% | +11,350+7.1% | Added |
| AIA Group Ltd | 170,253 | $13.7M | 0.35% | +14,959+9.6% | Added |
| Janney Montgomery Scott LLC | 163,243 | $13.1M | 0.04% | −1,205−0.7% | Reduced |
| Cutler Investment Counsel LLC | 161,322 | $13.0M | 1.64% | −2,631−1.6% | Reduced |
| Trexquant Investment LP | 160,476 | $12.9M | 0.16% | +160,476 | New |
| Blair William & Co | 159,685 | $12.9M | 0.04% | +5,792+3.8% | Added |
| Gamco Investors, Inc. Et Al | 158,769 | $12.8M | 0.13% | −4,204−2.6% | Reduced |
| Keybank National Association | 157,451 | $12.7M | 0.05% | −1,744−1.1% | Reduced |
| Cetera Investment Advisers | 156,357 | $12.6M | 0.03% | +1,333+0.9% | Added |
| Windward Capital Management Co | 154,723 | $12.5M | 0.95% | +418+0.3% | Added |
| Welch & Forbes LLC | 150,673 | $12.1M | 0.15% | −3,280−2.1% | Reduced |
| M. Kraus & Co | 149,937 | $12.1M | 3.54% | −3,052−2.0% | Reduced |