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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 149,364 | $12.0M | 0.02% | +121,456+435.2% | Added |
| Commerce Bank | 147,710 | $11.9M | 0.07% | +5,087+3.6% | Added |
| ExodusPoint Capital Management, LP | 146,828 | $11.8M | 0.12% | −220,290−60.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 146,810 | $11.8M | 0.02% | +7,313+5.2% | Added |
| Jane Street Group, LLC | 145,811 | $11.7M | 0.02% | −788,194−84.4% | Reduced |
| Scopus Asset Management, L.P. | 145,052 | $11.7M | 0.35% | +145,052 | New |
| USS Investment Management Ltd | 144,625 | $11.6M | 0.09% | +40,177+38.5% | Added |
| Foster Victor Wealth Advisors, LLC | 138,785 | $11.4M | 0.91% | +28,306+25.6% | Added |
| International Assets Investment Management, LLC | 907,258 | $11.3M | 0.05% | +897,061+8,797.3% | Added |
| Utah Retirement Systems | 138,704 | $11.2M | 0.13% | +500+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 138,207 | $11.1M | 0.01% | +96,690+232.9% | Added |
| Punch & Associates Investment Management, Inc. | 137,563 | $11.1M | 0.62% | −906−0.7% | Reduced |
| Cerity Partners LLC | 136,821 | $11.0M | 0.02% | +38,365+39.0% | Added |
| Churchill Management Corp | 136,104 | $11.0M | 0.13% | −2,080−1.5% | Reduced |
| British Columbia Investment Management Corp | 135,305 | $10.9M | 0.07% | −19,867−12.8% | Reduced |
| Kanawha Capital Management LLC | 134,480 | $10.8M | 0.79% | +913+0.7% | Added |
| Alpine Woods Capital Investors, LLC | 140,039 | $10.7M | 1.88% | −39,149−21.8% | Reduced |
| Somerville Kurt F | 131,282 | $10.6M | 1.70% | +35,837+37.5% | Added |
| Truist Financial Corp | 130,681 | $10.5M | 0.02% | −5,061−3.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 130,225 | $10.5M | 0.14% | −2,194−1.7% | Reduced |
| Contravisory Investment Management, Inc. | 129,957 | $10.5M | 2.24% | +794+0.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 129,189 | $10.4M | 0.11% | +129,189 | New |
| MML Investors Services, LLC | 127,288 | $10.2M | 0.04% | −2,794−2.1% | Reduced |
| Meyer Handelman Co | 126,005 | $10.1M | 0.34% | −435−0.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 125,251 | $10.1M | 0.62% | +59,851+91.5% | Added |
| New York Life Investment Management LLC | 124,530 | $10.0M | 0.10% | −2,352−1.9% | Reduced |
| CIBC Asset Management Inc | 124,110 | $9.99M | 0.03% | +9,627+8.4% | Added |
| State of Alaska, Department of Revenue | 123,340 | $9.93M | 0.11% | +6,415+5.5% | Added |
| CIBC Private Wealth Group, LLC | 121,182 | $9.75M | 0.02% | +7,092+6.2% | Added |
| Hudson Bay Capital Management LP | 119,153 | $9.59M | 0.07% | −106,847−47.3% | Reduced |
| Pathstone Holdings, LLC | 118,276 | $9.52M | 0.04% | +1,378+1.2% | Added |
| Credit Agricole S A | 117,362 | $9.45M | 0.05% | −9,591−7.6% | Reduced |
| Shelton Capital Management | 116,215 | $9.35M | 0.24% | +15,050+14.9% | Added |
| Lincoln Capital LLC | 116,144 | $9.35M | 1.98% | +79+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 115,794 | $9.32M | 0.28% | −2,510−2.1% | Reduced |
| Connecticut Wealth Management, LLC | 115,389 | $9.29M | 0.45% | +997+0.9% | Added |
| Albar Capital Ltd | 114,834 | $9.24M | 2.08% | −274,371−70.5% | Reduced |
| Xponance, Inc. | 114,391 | $9.21M | 0.09% | +2,348+2.1% | Added |
| Public Employees Retirement Association of Colorado | 113,086 | $9.10M | 0.04% | +410.0% | Added |
| Close Asset Management Ltd | 112,988 | $9.09M | 0.28% | −1,703−1.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 112,536 | $9.06M | 1.82% | −745−0.7% | Reduced |
| CIBC World Markets Corp | 112,302 | $9.04M | 0.07% | +5,812+5.5% | Added |
| Abn Amro Investment Solutions | 110,943 | $8.93M | 0.16% | +8,797+8.6% | Added |
| Steward Partners Investment Advisory, LLC | 110,713 | $8.91M | 0.08% | −3,657−3.2% | Reduced |
| Laffer Tengler Investments | 110,412 | $8.89M | 1.80% | +4,583+4.3% | Added |
| D.A. Davidson & Co. | 110,292 | $8.88M | 0.07% | +380.0% | Added |
| Telos Capital Management, Inc. | 110,053 | $8.86M | 0.93% | −4,365−3.8% | Reduced |
| Yousif Capital Management, LLC | 109,291 | $8.80M | 0.10% | −1,275−1.2% | Reduced |
| GPM Growth Investors, Inc. | 108,002 | $8.69M | 3.62% | −2,940−2.7% | Reduced |
| ProShare Advisors LLC | 106,336 | $8.56M | 0.02% | −9,399−8.1% | Reduced |
| Walleye Capital LLC | 105,554 | $8.50M | 0.09% | −52,558−33.2% | Reduced |
| Letson Investment Management, Inc. | 104,728 | $8.43M | 3.31% | +925+0.9% | Added |
| Sagefield Capital LP | 103,830 | $8.36M | 0.91% | −34,909−25.2% | Reduced |
| Mutual of America Capital Management LLC | 103,402 | $8.32M | 0.09% | −2,313−2.2% | Reduced |
| Riverview Capital Advisers, LLC | 103,165 | $8.30M | 2.56% | −70−0.1% | Reduced |
| Capital Management Corp | 101,849 | $8.20M | 1.46% | −9,937−8.9% | Reduced |
| Hall Laurie J Trustee | 101,290 | $8.15M | 2.58% | +1,550+1.6% | Added |
| Glenmede Trust Co NA | 101,070 | $8.14M | 0.04% | −6,254−5.8% | Reduced |
| Bank of Nova Scotia | 100,888 | $8.12M | 0.02% | +13,492+15.4% | Added |
| Daiwa Securities Group Inc. | 100,440 | $8.08M | 0.04% | +11,032+12.3% | Added |
| Nissay Asset Management Corp | 100,429 | $8.08M | 0.05% | +2,899+3.0% | Added |
| CapWealth Advisors, LLC | 100,233 | $8.07M | 0.88% | +1,007+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,044 | $8.05M | 0.03% | +24,076+31.7% | Added |
| Bahl & Gaynor Inc | 99,952 | $8.05M | 0.04% | −3,676−3.5% | Reduced |
| Baker Ellis Asset Management LLC | 97,906 | $7.88M | 1.12% | −551−0.6% | Reduced |
| JustInvest LLC | 97,773 | $7.87M | 0.13% | +11,169+12.9% | Added |
| IFP Advisors, Inc | 97,730 | $7.87M | 0.28% | +3,610+3.8% | Added |
| Tufton Capital Management | 97,525 | $7.85M | 1.47% | −3,245−3.2% | Reduced |
| Mercer Global Advisors Inc | 97,863 | $7.78M | 0.02% | +8,839+9.9% | Added |
| Wesleyan Assurance Society | 96,200 | $7.74M | 0.61% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 95,301 | $7.67M | 0.21% | +95,301 | New |
| Kestra Advisory Services, LLC | 94,362 | $7.60M | 0.04% | +1,089+1.2% | Added |
| Allianz Asset Management GmbH | 94,161 | $7.58M | 0.01% | −57,886−38.1% | Reduced |
| Hilton Capital Management, LLC | 93,749 | $7.55M | 0.58% | +1,199+1.3% | Added |
| American Century Companies Inc | 92,687 | $7.46M | 0.00% | −1,579−1.7% | Reduced |
| Welch Group, LLC | 92,424 | $7.44M | 0.32% | +7,912+9.4% | Added |
| Captrust Financial Advisors | 92,276 | $7.43M | 0.02% | −2,872−3.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 92,125 | $7.42M | 0.02% | −4,014−4.2% | Reduced |
| Fifth Third Bancorp | 91,934 | $7.40M | 0.03% | −4,589−4.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 91,407 | $7.36M | 0.26% | −4,661−4.9% | Reduced |
| Davenport & Co LLC | 91,152 | $7.34M | 0.04% | +1,058+1.2% | Added |
| CIBC World Markets Inc. | 91,052 | $7.33M | 0.02% | +49,231+117.7% | Added |
| Broderick Brian C | 90,572 | $7.29M | 1.43% | +32,414+55.7% | Added |
| Storebrand Asset Management AS | 90,484 | $7.28M | 0.02% | +31,411+53.2% | Added |
| Jefferies Financial Group Inc. | 90,449 | $7.28M | 0.12% | +73,600+436.8% | Added |
| HM Payson & Co | 90,349 | $7.27M | 0.12% | +314+0.3% | Added |
| AdvisorNet Financial, Inc | 87,548 | $7.05M | 0.53% | −1,777−2.0% | Reduced |
| Puzo Michael J | 87,489 | $7.04M | 1.84% | +20,806+31.2% | Added |
| Cresset Asset Management, LLC | 86,730 | $6.98M | 0.03% | +2,077+2.5% | Added |
| Colony Group, LLC | 86,699 | $6.98M | 0.02% | +45,391+109.9% | Added |
| Fiduciary Trust Co | 84,836 | $6.83M | 0.10% | −1,946−2.2% | Reduced |
| Northwest Investment Counselors, LLC | 84,666 | $6.81M | 1.54% | −807−0.9% | Reduced |
| Wealthfront Advisers LLC | 84,174 | $6.78M | 0.02% | +1,894+2.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 83,834 | $6.75M | 0.07% | +1,802+2.2% | Added |
| Avantax Advisory Services, Inc. | 83,748 | $6.74M | 0.04% | +1,194+1.4% | Added |
| Cumberland Partners Ltd | 83,725 | $6.74M | 0.47% | −7,335−8.1% | Reduced |
| Candriam Luxembourg S.C.A. | 83,099 | $6.69M | 0.04% | +6,553+8.6% | Added |
| Regions Financial Corp | 82,950 | $6.68M | 0.05% | −1,725−2.0% | Reduced |
| Fayez Sarofim & Co | 82,717 | $6.66M | 0.02% | +85+0.1% | Added |
| Hartline Investment Corp | 81,913 | $6.59M | 0.82% | +71,924+720.0% | Added |