CARRIER GLOBAL CORP (CARR) Institutional Ownership Changes & 13F Activity
CARRIER GLOBAL CORP (CARR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Citadel Advisors Llc, Envestnet Asset Management Inc, Manufacturers Life Insurance Company, The, and California State Teachers Retirement System.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Confluence Investment Management Llc | Buy | +256,723 | +54.3% | 729,501 | $40.02M | Q3 2026 | Oct 01, 2026 |
| Cacti Asset Management Llc | Sell | -1,200 | -60.0% | 800 | $44.30K | Q3 2026 | Oct 01, 2026 |
| Coastline Trust Co | Sell | -280 | -60.9% | 180 | $9.88K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -2,248,891 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -152,176 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -19,189 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -34,386,031 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Silicon Valley Capital Partners | Sell | -4,545 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Premier Financial Group | Sell | -44 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Reynders Mcveigh Capital Management, Llc | Sell | -918,219 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -4,551 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -1,144,913 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -30,124 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -5,472 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -3,025,970 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -34,974 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -654 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -285 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -402,497 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Sell | -5,977 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 26, 2026 |
| Groupe La Francaise | Sell | -173 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 25, 2026 |
| California State Teachers Retirement System | Sell | -1,112,138 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -2,130 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -114,739 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Delaney Dennis R | Sell | -6,975 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Kidder Stephen W | Sell | -5,680 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| West Michigan Advisors, Llc | Sell | -2,894 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Deprince Race & Zollo Inc | Sell | -568,663 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -86,123 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -11,885 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
Frequently asked questions about CARR activity
Which institutional owners are buying CARR?
Institutional owners buying CARR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CARR activity?
"Buy" means an investor increased their reported position in CARR compared to the prior reporting period. This reflects growing exposure to CARRIER GLOBAL CORP (CARR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CARR increasing?
Institutional interest in CARR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CARR Institutional Insights
- CARR Overview
- CARR 13F Institutional Holders
- CARR Top Institutional Shareholders
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- CARR Insider Trading & SEC Form 4 Activity
- CARR Articles
- Top Institutional Investor Stock Rankings