CARRIER GLOBAL Corp hedge fund holdings
CARRNYSE$55.12-0.10 (-0.18%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
CARR · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-6.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 449 | 323 | $3.12B | $2.7B | 1,502 | Aug 14, 2025 |
| Q3 2025 | 350 | 396 | $4.01B | $1.99B | 1,422 | Nov 14, 2025 |
| Q4 2025 | 348 | 462 | $2.65B | $5.69B | 1,441 | Feb 14, 2026 |
| Q1 2026 | 406 | 412 | $5.26B | $4.11B | 1,429 | May 15, 2026 |
| Q2 2026 | 507 | 326 | $3.33B | $3.43B | 1,564 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
1,564 filersNew position
206$329M+4.48M sh
Increased
301$3B+40.9M sh
Reduced
262-$3.21B-43.8M sh
Out / sold
64-$217M-2.95M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Capital International Investors | Reduce 97.17% | -$764M | $22.3M | 0.00% | Aug 12, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduce 38.34% | -$81.6M | $131M | 1.05% | Aug 6, 2026 |
| Freestone Grove Partners LP | Added 43171.76% | +$73.6M | $73.7M | 0.47% | Aug 14, 2026 |
| Schroder Investment Management Group | Added 18.18% | +$66.5M | $433M | 0.31% | Aug 13, 2026 |
| Dodge & Cox | Added 3.21% | +$62.6M | $2.02B | 1.06% | Aug 13, 2026 |
| Fiera Capital Corp | Reduce 12.76% | -$62.4M | $427M | 1.55% | Aug 7, 2026 |
| Bahl & Gaynor LLC | Added 72.13% | +$56.1M | $134M | 0.62% | Aug 13, 2026 |
| J. Goldman & Co LP | Sell 100% | -$44.9M | $0 | 0.00% | Aug 14, 2026 |
| Artisan Partners Limited Partnership | Added 14.50% | +$42.2M | $334M | 0.53% | Aug 13, 2026 |
| Caisse de depot et placement du Quebec | Reduce 74.21% | -$41.9M | $14.5M | 0.02% | Aug 14, 2026 |
| Mediolanum International Funds Ltd | Added 558.07% | +$39.7M | $46.8M | 0.40% | Jul 23, 2026 |
| Ci Investments Inc. | Added 126.48% | +$39.6M | $70.8M | 0.23% | Aug 13, 2026 |
| Woodley Farra Manion Portfolio Management Inc | Added 80.64% | +$37.4M | $83.8M | 4.04% | Aug 10, 2026 |
| Gates Capital Management, Inc. | Reduce 20.18% | -$36.9M | $146M | 3.51% | Aug 14, 2026 |
| Vontobel Holding Ltd. | Added 563.28% | +$36.9M | $43.4M | 0.14% | Aug 3, 2026 |
| Natixis | Added 1185.36% | +$35.1M | $38.1M | 0.15% | Aug 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | Sell 100% | -$34.8M | $0 | 0.00% | Aug 10, 2026 |
| Ontario Teachers Pension Plan Board | Reduce 31.59% | -$30.2M | $65.3M | 0.41% | Aug 7, 2026 |
| Formuepleje A/S | Sell 100% | -$29.9M | $0 | 0.00% | Aug 27, 2026 |
| Jain Global LLC | Added 1450.52% | +$29.6M | $31.7M | 0.12% | Aug 14, 2026 |
| Capital World Investors | Reduce 1.93% | -$28M | $1.42B | 0.17% | Aug 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added 2612.71% | +$23.8M | $24.8M | 0.02% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 70.48% | -$22.5M | $9.44M | 0.01% | Aug 11, 2026 |
| Pictet Asset Management Holding SA | Added 9.51% | +$21.8M | $251M | 0.24% | Jul 30, 2026 |
| OMERS ADMINISTRATION Corp | Added 793.98% | +$21.5M | $24.2M | 0.15% | Aug 13, 2026 |
| Impax Asset Management Group plc | Reduce 21.93% | -$18.9M | $67.4M | 0.44% | Aug 11, 2026 |
| Adams Diversified Equity Fund, Inc. | New Buy | +$18.9M | $18.9M | 0.58% | Jul 22, 2026 |
| Vident Advisory, LLC | Reduce 31.34% | -$18.7M | $40.9M | 0.30% | Aug 12, 2026 |
| Massachusetts Financial Services Co | Reduce 16.49% | -$18.4M | $93M | 0.03% | Aug 3, 2026 |
| PineStone Asset Management Inc. | Reduce 3.64% | -$17.6M | $465M | 2.87% | Jul 13, 2026 |
| Aventail Capital Group, LP | New Buy | +$17.4M | $17.4M | 1.00% | Aug 14, 2026 |
| Korea Investment CORP | Added 50.32% | +$16.6M | $49.6M | 0.09% | Aug 12, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 50.34% | -$15.1M | $14.9M | 0.01% | Aug 13, 2026 |
| Night Squared LP | New Buy | +$14.3M | $14.3M | 1.54% | Aug 14, 2026 |
| Sone Capital Management, LLC | New Buy | +$13.8M | $13.8M | 1.05% | Aug 14, 2026 |
| Natixis Advisors, LLC | Added 73.22% | +$13.8M | $32.6M | 0.04% | Aug 14, 2026 |
| FIL Ltd | New Buy | +$12.3M | $12.3M | 0.01% | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 11.49% | +$11.5M | $111M | 0.08% | Aug 13, 2026 |
| Liontrust Investment Partners LLP | New Buy | +$10.8M | $10.8M | 0.16% | Aug 18, 2026 |
| Tidal Investments LLC | Reduce 35.30% | -$9.55M | $17.5M | 0.03% | Aug 13, 2026 |
| Providence Capital Advisors, LLC | Reduce 99.92% | -$9.51M | $7.92K | 0.00% | Aug 11, 2026 |
| APG Asset Management N.V. | Added 29.43% | +$9.29M | $40.9M | 0.10% | Aug 12, 2026 |
| Turas Capital Management LP | Sell 100% | -$9.2M | $0 | 0.00% | Aug 14, 2026 |
| Great Lakes Advisors, LLC | Reduce 15.75% | -$9.05M | $48.4M | 0.37% | Aug 10, 2026 |
| HITE Hedge Asset Management LLC | New Buy | +$8.83M | $8.83M | 0.48% | Aug 14, 2026 |
| Weiss Asset Management LP | New Buy | +$8.5M | $8.5M | 0.09% | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | Added 47.68% | +$8.12M | $25.1M | 0.07% | Jul 29, 2026 |
| Hemenway Trust Co LLC | Reduce 79.68% | -$8.09M | $2.06M | 0.14% | Aug 11, 2026 |
| Scopus Asset Management, L.P. | Added 97.08% | +$7.94M | $16.1M | 0.23% | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 6.09% | +$7.85M | $137M | 0.08% | Aug 7, 2026 |
| Lighthouse Investment Partners, LLC | New Buy | +$7.41M | $7.41M | 0.20% | Aug 14, 2026 |
| Mn Services Vermogensbeheer B.V. | Added 78.16% | +$7.09M | $16.2M | 0.12% | Jul 31, 2026 |
| Nomura Asset Management International Inc. | Reduce 2.72% | -$7M | $250M | 0.38% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | Reduce 32.63% | -$6.87M | $14.2M | 0.01% | Aug 14, 2026 |
| Aberdeen Group plc | Added 9.82% | +$6.66M | $74.5M | 0.10% | Jul 31, 2026 |
| CapWealth Advisors, LLC | Sell 100% | -$6.64M | $0 | 0.00% | Jul 28, 2026 |
| Quantinno Capital Management LP | Added 28.35% | +$6.63M | $30M | 0.04% | Aug 13, 2026 |
| Canoe Financial LP | Reduce 7.60% | -$6.02M | $73.2M | 0.91% | Jul 16, 2026 |
| Waratah Capital Advisors Ltd. | New Buy | +$5.98M | $5.98M | 0.20% | Aug 11, 2026 |
| Cibc World Market Inc. | Added 211.57% | +$5.65M | $8.32M | 0.01% | Aug 13, 2026 |
| BW Gestao de Investimentos Ltda. | New Buy | +$5.56M | $5.56M | 0.11% | Aug 14, 2026 |
| Causeway Capital Management LLC | Added 3.60% | +$5.55M | $160M | 1.73% | Aug 13, 2026 |
| Assetmark, Inc | Reduce 18.15% | -$5.44M | $24.5M | 0.04% | Jul 30, 2026 |
| Manning & Napier Advisors LLC | Added 543.44% | +$5.38M | $6.37M | 0.08% | Aug 14, 2026 |
| National Pension Service | Reduce 5.49% | -$5.03M | $86.5M | 0.06% | Aug 13, 2026 |
| Unisphere Establishment | New Buy | +$4.47M | $4.47M | 0.04% | Aug 14, 2026 |
| Fairview Capital Investment Management, LLC | Added 41.51% | +$4.36M | $14.9M | 0.78% | Aug 14, 2026 |
| Onex Canada Asset Management Inc. | Added 158.34% | +$4.16M | $6.78M | 1.04% | Aug 14, 2026 |
| Twinbeech Capital LP | Reduce 81.00% | -$4.05M | $949K | 0.17% | Aug 14, 2026 |
| Mizuho Securities USA LLC | Added 128.68% | +$4.03M | $7.16M | 0.07% | Jul 28, 2026 |
| Elyxium Wealth, LLC | New Buy | +$3.94M | $3.94M | 0.41% | Aug 3, 2026 |
| Summitry LLC | Reduce 3.78% | -$3.94M | $100M | 3.30% | Jul 21, 2026 |
| ASR Vermogensbeheer N.V. | Sell 100% | -$3.86M | $0 | 0.00% | Jul 20, 2026 |
| TIAA Wealth Investment Management LLC | Reduce 16.81% | -$3.85M | $19M | 0.13% | Aug 10, 2026 |
| Concentric Capital Strategies, LP | New Buy | +$3.84M | $3.84M | 0.21% | Aug 14, 2026 |
| Cambient Family Office, LLC | Reduce 89.83% | -$3.76M | $426K | 0.05% | Aug 13, 2026 |
| SteelPeak Wealth, LLC | New Buy | +$3.75M | $3.75M | 0.10% | Jul 13, 2026 |
| Capital International Sarl | Reduce 10.45% | -$3.73M | $32M | 0.45% | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | Added 4.07% | +$3.73M | $95.4M | 0.16% | Aug 14, 2026 |
| Aviva PLC | Reduce 7.12% | -$3.72M | $48.6M | 0.07% | Aug 13, 2026 |
| Avity Investment Management Inc. | Added 33.92% | +$3.61M | $14.3M | 0.91% | Jul 9, 2026 |
| Gotham Asset Management, LLC | Added 18.41% | +$3.59M | $23.1M | 0.05% | Aug 14, 2026 |
| Tredje AP-fonden | Reduce 14.97% | -$3.38M | $19.2M | 0.09% | Aug 10, 2026 |
| Westbourne Investments, Inc. | New Buy | +$3.23M | $3.23M | 1.32% | Aug 11, 2026 |
| Jefferies Financial Group Inc. | Reduce 31.73% | -$3.21M | $6.9M | 0.05% | Aug 17, 2026 |
| MFG Wealth Management, Inc. | New Buy | +$3.13M | $3.13M | 2.24% | Jul 8, 2026 |
| Raub Brock Capital Management LP | Reduce 18.35% | -$3M | $13.4M | 3.68% | Jul 15, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$2.98M | $0 | 0.00% | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 3.82% | -$2.92M | $73.6M | 0.12% | Aug 13, 2026 |
| Albar Capital Partners LLP | Reduce 4.71% | -$2.86M | $58M | 7.56% | Aug 14, 2026 |
| Erste Asset Management GmbH | Added 421.51% | +$2.84M | $3.51M | 0.03% | Jul 28, 2026 |
| Confluence Investment Management LLC | Reduce 7.50% | -$2.81M | $34.7M | 0.54% | Jul 1, 2026 |
| Cardinal Capital Management, Inc. | Added 7.06% | +$2.78M | $42.2M | 1.02% | Jul 10, 2026 |
| Sand Hill Global Advisors, LLC | New Buy | +$2.78M | $2.78M | 0.08% | Aug 11, 2026 |
| Diversified Management Inc | Sell 100% | -$2.73M | $0 | 0.00% | Jul 10, 2026 |
| Osmosis Investment Management UK Ltd | Reduce 62.90% | -$2.73M | $1.61M | 0.07% | Aug 13, 2026 |
| Nomura Holdings Inc | Added 106.29% | +$2.61M | $5.07M | 0.01% | Aug 14, 2026 |
| Asset Management One Co., Ltd. | Reduce 8.21% | -$2.51M | $28.1M | 0.07% | Jul 28, 2026 |
| Dearborn Partners LLC | Added 100.01% | +$2.49M | $4.98M | 0.14% | Aug 17, 2026 |
| Elefante Mark B | Reduce 88.27% | -$2.4M | $319K | 0.14% | Aug 13, 2026 |