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 (Q2 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, Liontrust Investment Partners Llp, and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-375,093-14.3%2,248,891$164.96MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+20,372+15.5%152,176$11.16MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+3,131+19.5%19,189$1.41MQ2 2026Sep 23, 2026
State Street CorpBuy+876,618+2.6%34,386,031$2.52BQ2 2026Sep 22, 2026
Premier Financial GroupBuy+44—44$3.23KQ2 2026Sep 21, 2026
Reynders Mcveigh Capital Management, LlcBuy+27,061+3.0%918,219$67.35KQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+934+25.8%4,551$333.80KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-55,688-4.6%1,144,913$83.98MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+4,767+18.8%30,124$2.21MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-19-0.3%5,472$401.37KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-585,833-16.2%3,025,970$221.95MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-10,982-23.9%34,974$2.57MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+139+95.2%285$20.91KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+107,611+36.5%402,497$29.52MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+206+3.6%5,977$438.41KQ2 2026Aug 26, 2026
Groupe La FrancaiseBuy+173—173$10.59KQ2 2026Aug 25, 2026
California State Teachers Retirement SystemSell-59,218-5.1%1,112,138$81.58MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-45-2.1%2,130$156.24KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+84,165+275.3%114,739$8.42MQ2 2026Aug 21, 2026
Delaney Dennis RSell-23,080-76.8%6,975$511.62KQ2 2026Aug 21, 2026
Kidder Stephen WSell-6,350-52.8%5,680$416.63KQ2 2026Aug 21, 2026
West Michigan Advisors, LlcBuy+2,894—2,894$212.28KQ2 2026Aug 21, 2026
Deprince Race & Zollo IncSell-3,925-0.7%568,663$41.71MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-1,455-1.7%86,123$6.32MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-80-0.7%11,885$871.91KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+43,721+24.7%220,413$16.17MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-1,236-27.3%3,291$241.40KQ2 2026Aug 19, 2026
Field & Main BankSell-100-9.2%985$72.25KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-29-0.2%15,074$1.11MQ2 2026Aug 19, 2026
Liontrust Investment Partners LlpBuy+147,903—147,903$10.85MQ2 2026Aug 18, 2026
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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.