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 |
|---|---|---|---|---|---|
| ABN AMRO Bank N.V. | 42,885 | $3.42M | 0.05% | +29,675+224.6% | Added |
| Thrivent Financial for Lutherans | 42,434 | $3.42M | 0.01% | −13,159−23.7% | Reduced |
| Acadian Asset Management LLC | 42,048 | $3.38M | 0.01% | +27,716+193.4% | Added |
| Mandatum Life Insurance Co Ltd | 41,820 | $3.37M | 1.03% | −155−0.4% | Reduced |
| Essex Financial Services, Inc. | 41,635 | $3.34M | 0.24% | −3,198−7.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 41,438 | $3.34M | 0.09% | −39−0.1% | Reduced |
| Bensler, LLC | 41,122 | $3.31M | 0.42% | −45−0.1% | Reduced |
| New Mexico Educational Retirement Board | 41,017 | $3.30M | 0.11% | −1,300−3.1% | Reduced |
| Atria Investments LLC | 40,964 | $3.30M | 0.04% | −1,549−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 40,888 | $3.29M | 0.01% | −10,818−20.9% | Reduced |
| Allianz SE | 40,694 | $3.28M | 0.09% | 00.0% | Unchanged |
| Temasek Holdings (Private) Ltd | 40,616 | $3.27M | 0.01% | +40,616 | New |
| Wolverine Trading, LLC | 40,459 | $3.26M | 0.09% | +40,459 | New |
| Brinker Capital Investments, LLC | 40,337 | $3.25M | 0.03% | −439−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 40,337 | $3.25M | 0.03% | −439−1.1% | Reduced |
| Public Sector Pension Investment Board | 40,285 | $3.24M | 0.02% | +4,400+12.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $3.22M | 0.69% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 39,915 | $3.21M | 0.00% | −381−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 39,870 | $3.21M | 0.04% | −2,848−6.7% | Reduced |
| Crossmark Global Holdings, Inc. | 39,797 | $3.20M | 0.06% | −1,936−4.6% | Reduced |
| NEOS Investment Management LLC | 39,144 | $3.15M | 0.10% | +8,120+26.2% | Added |
| Monarch Capital Management Inc | 39,081 | $3.15M | 0.85% | −80−0.2% | Reduced |
| Trust Co of Vermont | 38,766 | $3.12M | 0.16% | −65−0.2% | Reduced |
| Poehling Capital Management, LLC | 38,535 | $3.10M | 0.79% | −168−0.4% | Reduced |
| Marshall Wace, LLP | 38,330 | $3.09M | 0.00% | +38,330 | New |
| AQR Capital Management LLC | 38,163 | $3.07M | 0.00% | +6,997+22.5% | Added |
| Delaney Dennis R | 37,966 | $3.06M | 1.58% | +16,605+77.7% | Added |
| Selway Asset Management | 37,717 | $3.04M | 1.19% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 37,337 | $3.01M | 2.25% | −12,364−24.9% | Reduced |
| Merit Financial Group, LLC | 37,211 | $3.00M | 0.07% | −356−0.9% | Reduced |
| Perigon Wealth Management, LLC | 36,922 | $2.97M | 0.08% | +104+0.3% | Added |
| United Capital Financial Advisers, LLC | 36,433 | $2.93M | 0.02% | +371+1.0% | Added |
| GWM Advisors LLC | 36,189 | $2.91M | 0.02% | +1,188+3.4% | Added |
| Raymond James Trust N.A. | 35,710 | $2.87M | 0.06% | +2,982+9.1% | Added |
| MAI Capital Management | 35,144 | $2.83M | 0.03% | −2,538−6.7% | Reduced |
| Norinchukin Bank, The | 34,959 | $2.81M | 0.07% | +5,156+17.3% | Added |
| Whittier Trust Co | 34,863 | $2.81M | 0.04% | −82−0.2% | Reduced |
| Lee Danner & Bass Inc | 34,780 | $2.80M | 0.20% | −594−1.7% | Reduced |
| Lazard Asset Management LLC | 34,727 | $2.79M | 0.00% | −32−0.1% | Reduced |
| Bryn Mawr Trust Co | 34,717 | $2.79M | 0.05% | +25,594+280.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 28,643 | $2.73M | 0.01% | +123+0.4% | Added |
| Metis Global Partners, LLC | 33,854 | $2.72M | 0.08% | −48−0.1% | Reduced |
| Delta Financial Advisors LLC | 33,807 | $2.72M | 0.99% | +162+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 33,288 | $2.68M | 0.01% | −54−0.2% | Reduced |
| Pacific Global Investment Management CO | 33,032 | $2.66M | 0.48% | −160.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 32,822 | $2.64M | 0.03% | +2,312+7.6% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 32,822 | $2.64M | 0.03% | +32,822 | New |
| Value Partners Investments Inc. | 32,764 | $2.64M | 0.21% | +2,422+8.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 32,726 | $2.63M | 0.01% | −47−0.1% | Reduced |
| Blue Square Asset Management, LLC | 32,579 | $2.62M | 1.41% | −67−0.2% | Reduced |
| AXS Investments LLC | 32,126 | $2.59M | 0.69% | +13,009+68.0% | Added |
| ClariVest Asset Management LLC | 40,894 | $2.58M | 0.26% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 31,800 | $2.56M | 0.06% | −2,600−7.6% | Reduced |
| Cunning Capital Partners, LP | 31,795 | $2.56M | 1.36% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 31,629 | $2.55M | 0.03% | +1,678+5.6% | Added |
| Tiaa Trust, National Association | 31,591 | $2.54M | 0.01% | −2,700−7.9% | Reduced |
| Concurrent Investment Advisors, LLC | 31,485 | $2.53M | 0.08% | +816+2.7% | Added |
| TD Waterhouse Canada Inc. | 31,793 | $2.52M | 0.02% | +1,200+3.9% | Added |
| Dempze Nancy E | 31,110 | $2.50M | 1.40% | +10,925+54.1% | Added |
| South Dakota Investment Council | 30,853 | $2.48M | 0.05% | −1,175−3.7% | Reduced |
| Aurora Investment Counsel | 30,828 | $2.48M | 1.34% | −9,768−24.1% | Reduced |
| Clearstead Advisors, LLC | 30,330 | $2.44M | 0.04% | +907+3.1% | Added |
| Atria Wealth Solutions, Inc. | 30,246 | $2.43M | 0.03% | −1,492−4.7% | Reduced |
| Headinvest, LLC | 29,582 | $2.38M | 0.44% | −1,305−4.2% | Reduced |
| Farmers & Merchants Investments Inc | 29,498 | $2.37M | 0.07% | −983−3.2% | Reduced |
| Glenview Trust Co | 29,241 | $2.35M | 0.05% | −221−0.8% | Reduced |
| Cornerstone Advisors, LLC | 29,100 | $2.34M | 0.09% | +1,400+5.1% | Added |
| Holderness Investments Co | 29,075 | $2.34M | 0.51% | −227−0.8% | Reduced |
| Pinnacle Associates Ltd | 40,653 | $2.34M | 0.04% | +1,534+3.9% | Added |
| Azzad Asset Management Inc | 28,978 | $2.33M | 0.26% | +300+1.0% | Added |
| Nia Impact Advisors, LLC | 28,951 | $2.33M | 0.77% | 00.0% | Unchanged |
| Empirical Finance, LLC | 28,829 | $2.32M | 0.14% | +643+2.3% | Added |
| Bartlett & Co. Wealth Management LLC | 28,818 | $2.32M | 0.03% | −3,153−9.9% | Reduced |
| Van Hulzen Asset Management, LLC | 28,753 | $2.31M | 0.17% | +288+1.0% | Added |
| Barden Capital Management, Inc. | 28,556 | $2.30M | 2.02% | −353−1.2% | Reduced |
| Financial Advocates Investment Management | 28,188 | $2.27M | 0.13% | −187−0.7% | Reduced |
| Aureus Asset Management, LLC | 28,129 | $2.26M | 0.15% | −3,030−9.7% | Reduced |
| FineMark National Bank & Trust | 28,104 | $2.26M | 0.08% | −40−0.1% | Reduced |
| Kinneret Advisory, LLC | 28,028 | $2.26M | 0.21% | −367−1.3% | Reduced |
| Omers Administration Corp | 27,942 | $2.25M | 0.02% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 27,892 | $2.25M | 0.50% | +317+1.1% | Added |
| Goelzer Investment Management, Inc. | 27,611 | $2.22M | 0.12% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 27,558 | $2.22M | 0.04% | +1,392+5.3% | Added |
| Veriti Management LLC | 27,376 | $2.20M | 0.12% | +1,893+7.4% | Added |
| Sabal Trust CO | 27,301 | $2.20M | 0.12% | +374+1.4% | Added |
| Polar Asset Management Partners Inc. | 27,300 | $2.20M | 0.05% | +27,300 | New |
| Investment Management Corp of Ontario | 27,014 | $2.17M | 0.05% | +9,000+50.0% | Added |
| Lifeworks Advisors, LLC | 26,846 | $2.16M | 0.42% | −13,321−33.2% | Reduced |
| Tower Research Capital LLC (TRC) | 26,825 | $2.16M | 0.06% | −45,753−63.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 36,247 | $2.15M | 0.02% | +18,474+103.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,610 | $2.14M | 0.05% | −57−0.2% | Reduced |
| HighPoint Advisor Group LLC | 29,454 | $2.14M | 0.12% | +627+2.2% | Added |
| IMA Wealth, Inc. | 26,322 | $2.12M | 0.46% | +675+2.6% | Added |
| Moors & Cabot, Inc. | 26,202 | $2.11M | 0.10% | −168−0.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $2.09M | 0.25% | 00.0% | Unchanged |
| Everence Capital Management Inc | 25,890 | $2.08M | 0.13% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 25,789 | $2.08M | 0.08% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 25,779 | $2.07M | 0.07% | −57−0.2% | Reduced |
| Principle Wealth Partners LLC | 25,421 | $2.05M | 0.14% | +604+2.4% | Added |
| Schnieders Capital Management LLC | 25,188 | $2.03M | 0.39% | −252−1.0% | Reduced |