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 |
|---|---|---|---|---|---|
| Elo Mutual Pension Insurance Co | 81,808 | $6.58M | 0.14% | +12,403+17.9% | Added |
| Pegasus Asset Management, Inc. | 79,571 | $6.40M | 2.44% | −1,102−1.4% | Reduced |
| Pacer Advisors, Inc. | 79,226 | $6.38M | 0.01% | +7,265+10.1% | Added |
| Souders Financial Advisors | 78,012 | $6.28M | 0.87% | −2,578−3.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 77,184 | $6.21M | 0.24% | +473+0.6% | Added |
| Douglass Winthrop Advisors, LLC | 76,798 | $6.18M | 0.12% | −172−0.2% | Reduced |
| Private Advisor Group, LLC | 76,105 | $6.13M | 0.04% | −2,079−2.7% | Reduced |
| Man Group plc | 75,822 | $6.10M | 0.02% | −61,135−44.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 75,627 | $6.08M | 0.06% | −3,844−4.8% | Reduced |
| Clearbridge Investments, LLC | 75,155 | $6.05M | 0.00% | −127−0.2% | Reduced |
| Crescent Grove Advisors, LLC | 74,771 | $6.02M | 0.61% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 74,499 | $6.00M | 0.02% | −2,514−3.3% | Reduced |
| Legacy CG, LLC | 74,228 | $5.97M | 1.95% | −5,662−7.1% | Reduced |
| Family Capital Trust Co | 73,916 | $5.95M | 1.91% | −386−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 73,695 | $5.93M | 0.11% | −2,201−2.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 73,111 | $5.88M | 1.48% | +35,012+91.9% | Added |
| Parsons Capital Management Inc | 72,824 | $5.86M | 0.37% | −955−1.3% | Reduced |
| Natixis | 72,675 | $5.85M | 0.04% | +72,355+22,610.9% | Added |
| Parallax Volatility Advisers, L.P. | 72,668 | $5.85M | 0.15% | −50,184−40.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 72,401 | $5.83M | 0.05% | +68,555+1,782.5% | Added |
| Stephens Inc | 72,384 | $5.83M | 0.08% | −3,624−4.8% | Reduced |
| Oregon Public Employees Retirement Fund | 71,828 | $5.78M | 0.11% | −170−0.2% | Reduced |
| Polar Capital Holdings Plc | 71,800 | $5.78M | 0.03% | −9,200−11.4% | Reduced |
| Snowden Capital Advisors LLC | 71,629 | $5.77M | 0.17% | +791+1.1% | Added |
| Ethic Inc. | 99,097 | $5.76M | 0.15% | +2,040+2.1% | Added |
| Kidder Stephen W | 71,545 | $5.76M | 1.70% | +21,760+43.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 68,555 | $5.52M | 0.90% | −129−0.2% | Reduced |
| Benjamin Edwards Inc | 67,588 | $5.44M | 0.08% | +62,009+1,111.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 67,318 | $5.42M | 0.02% | +2,832+4.4% | Added |
| Sanctuary Advisors, LLC | 70,379 | $5.42M | 0.03% | +237+0.3% | Added |
| QRG Capital Management, Inc. | 67,272 | $5.41M | 0.06% | +5,512+8.9% | Added |
| Sandler Capital Management | 67,000 | $5.39M | 1.04% | +67,000 | New |
| Patten Group, Inc. | 66,926 | $5.39M | 1.20% | −150−0.2% | Reduced |
| Richard Bernstein Advisors LLC | 66,032 | $5.31M | 0.11% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 65,955 | $5.31M | 0.14% | −2,721−4.0% | Reduced |
| Oppenheimer & Co Inc | 65,810 | $5.30M | 0.08% | +13,354+25.5% | Added |
| Dearborn Partners LLC | 65,152 | $5.24M | 0.21% | −1,122−1.7% | Reduced |
| Circle Wealth Management, LLC | 64,976 | $5.23M | 0.12% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 63,834 | $5.14M | 0.83% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 62,790 | $5.05M | 0.04% | −3,898−5.8% | Reduced |
| Daymark Wealth Partners, LLC | 62,593 | $5.04M | 0.21% | −971−1.5% | Reduced |
| RSM US Wealth Management LLC | 63,396 | $5.03M | 0.07% | +7,362+13.1% | Added |
| O'Shaughnessy Asset Management, LLC | 60,705 | $5.02M | 0.04% | +8,154+15.5% | Added |
| Concentric Capital Strategies, LP | 61,834 | $4.98M | 0.31% | +3,495+6.0% | Added |
| Nordea Investment Management AB | 61,584 | $4.96M | 0.01% | −54−0.1% | Reduced |
| NBT Bank N A | 60,567 | $4.88M | 0.33% | −3,120−4.9% | Reduced |
| Brasada Capital Management, LP | 60,291 | $4.86M | 0.85% | +14,922+32.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 60,096 | $4.84M | 0.08% | +21,609+56.1% | Added |
| CWM, LLC | 60,029 | $4.83M | 0.02% | −3,304−5.2% | Reduced |
| Tower View Investment Management & Research LLC | 59,488 | $4.79M | 2.62% | +82+0.1% | Added |
| Canandaigua National Bank & Trust Co | 59,129 | $4.76M | 0.45% | −3,130−5.0% | Reduced |
| Kentucky Retirement Systems | 58,488 | $4.71M | 0.14% | −4,656−7.4% | Reduced |
| FIL Ltd | 58,405 | $4.70M | 0.00% | +1,853+3.3% | Added |
| Cohen Klingenstein LLC | 57,282 | $4.61M | 0.16% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 57,056 | $4.59M | 1.69% | +230.0% | Added |
| Jones Financial Companies LLLP | 56,562 | $4.55M | 0.00% | +37,381+194.9% | Added |
| JB Capital LLC | 56,297 | $4.53M | 0.26% | +69+0.1% | Added |
| Synovus Financial Corp | 56,109 | $4.52M | 0.05% | −2,372−4.1% | Reduced |
| Brookfield Asset Management Inc. | 56,052 | $4.51M | 0.03% | −675−1.2% | Reduced |
| Delta Capital Management LLC | 55,915 | $4.50M | 2.60% | 00.0% | Unchanged |
| Huntington National Bank | 55,783 | $4.49M | 0.03% | +1,494+2.8% | Added |
| LRI Investments, LLC | 58,497 | $4.39M | 0.43% | −239−0.4% | Reduced |
| Mizuho Securities USA LLC | 54,441 | $4.38M | 0.09% | −10,167−15.7% | Reduced |
| Evercore Wealth Management, LLC | 54,335 | $4.37M | 0.07% | −480−0.9% | Reduced |
| Brown Brothers Harriman & Co | 53,446 | $4.30M | 0.03% | −1,281−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 52,914 | $4.26M | 0.11% | 00.0% | Unchanged |
| Hartford Investment Management Co | 52,913 | $4.26M | 0.14% | −773−1.4% | Reduced |
| Westport Asset Management Inc | 52,400 | $4.22M | 1.98% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 50,998 | $4.10M | 0.69% | −27,129−34.7% | Reduced |
| Toroso Investments, LLC | 50,925 | $4.10M | 0.05% | −7,818−13.3% | Reduced |
| Savant Capital, LLC | 50,256 | $4.05M | 0.03% | +17,848+55.1% | Added |
| Empowered Funds, LLC | 48,604 | $3.91M | 0.06% | −501−1.0% | Reduced |
| Maryland State Retirement & Pension System | 48,036 | $3.87M | 0.08% | −16,797−25.9% | Reduced |
| Silvercrest Asset Management Group LLC | 47,981 | $3.86M | 0.03% | −1,519−3.1% | Reduced |
| UniSuper Management Pty Ltd | 47,907 | $3.86M | 0.03% | −98−0.2% | Reduced |
| Quantinno Capital Management LP | 47,906 | $3.86M | 0.05% | +25,822+116.9% | Added |
| Heritage Investors Management Corp | 47,850 | $3.85M | 0.13% | −590−1.2% | Reduced |
| Wesbanco Bank Inc | 47,529 | $3.83M | 0.13% | +1,498+3.3% | Added |
| Louisiana State Employees Retirement System | 47,300 | $3.81M | 0.07% | −100−0.2% | Reduced |
| Rakuten Investment Management, Inc. | 47,048 | $3.79M | 0.02% | +11,753+33.3% | Added |
| Bleakley Financial Group, LLC | 47,004 | $3.78M | 0.12% | +1,577+3.5% | Added |
| New England Research & Management, Inc. | 46,525 | $3.75M | 1.76% | +9,250+24.8% | Added |
| Prio Wealth Limited Partnership | 46,501 | $3.74M | 0.11% | −743−1.6% | Reduced |
| PGGM Investments | 46,472 | $3.74M | 0.05% | −33,252−41.7% | Reduced |
| YHB Investment Advisors, Inc. | 46,443 | $3.74M | 0.31% | −145−0.3% | Reduced |
| Securian Asset Management, Inc | 46,434 | $3.74M | 0.11% | −1,748−3.6% | Reduced |
| North Star Investment Management Corp. | 46,300 | $3.73M | 0.26% | +100+0.2% | Added |
| Argent Trust Co | 45,767 | $3.68M | 0.15% | −977−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 45,577 | $3.67M | 0.29% | −1,582−3.4% | Reduced |
| Wellington Management Group LLP | 45,064 | $3.63M | 0.00% | +39,834+761.6% | Added |
| Banque Cantonale Vaudoise | 44,918 | $3.62M | 0.15% | +3,771+9.2% | Added |
| Sargent Investment Group, LLC | 44,704 | $3.60M | 0.65% | +3,690+9.0% | Added |
| Nomura Holdings Inc | 44,695 | $3.60M | 0.03% | +32,571+268.6% | Added |
| Venture Visionary Partners LLC | 44,602 | $3.59M | 0.16% | −570−1.3% | Reduced |
| Ieq Capital, LLC | 44,191 | $3.56M | 0.04% | −1,681−3.7% | Reduced |
| Cacti Asset Management LLC | 43,490 | $3.50M | 0.27% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 43,442 | $3.50M | 0.01% | +43,442 | New |
| Change Path, LLC | 43,369 | $3.49M | 0.12% | +4,039+10.3% | Added |
| Notis-McConarty Edward | 43,325 | $3.49M | 1.58% | +10,892+33.6% | Added |
| AMG National Trust Bank | 42,883 | $3.45M | 0.09% | −14,799−25.7% | Reduced |