Carrier Global: which funds bought and sold
Institutions that bought and sold Carrier Global shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 783 institutions that filed 13F reports for both quarters added to or opened positions in Carrier Global, and 624 cut or closed them. Together they sold a net 896K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 17.0M shares (−6.7%); index fund managers were net buyers of 10.3M shares (+4.8%). 222 opened a new position and 76 sold out entirely.
Bought, Q2 2026 783 institutions, 222 of them new holders Sold, Q2 2026 624 institutions, 76 of them sold out
Net change, all compared −896K shares (−0.1%)
Net change, active managers −17.0M shares (−6.7%), 37 bought, 43 sold
Buyers versus sellers
783 bought 270 624 sold
Active managers and hedge funds 37 bought · 43 sold · −17.0M
Index fund managers 8 bought · 4 sold · +10.3M
Other institutions 738 bought · 577 sold · +5.9M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +9.3M +16.1% | 67.2M | $4.9B |
| Franklin Resources Inc Active manager | +3.6M +366.5% | 4.5M | $332M |
| Ameriprise Financial Inc | +3.5M +74.3% | 8.3M | $611M |
| Millennium Management LLC Hedge fund | +3.3M +442.5% | 4.0M | $294M |
| Bank Of New York Mellon Corp | +3.2M +66.8% | 8.1M | $591M |
| Point72 Asset Management, L.P. Hedge fund | +1.3M New position | 1.3M | $95.7M |
| Bank Of America Corp | +1.2M +18.5% | 7.8M | $573M |
| Freestone Grove Partners LP Hedge fund | +1.0M +43171.8% | 1.0M | $73.7M |
| Schroder Investment Management Group Active manager | +907K +18.2% | 5.9M | $433M |
| State Street Corp Index funds | +877K +2.6% | 34.4M | $2.5B |
| Mackenzie Financial Corp | +865K +114.5% | 1.6M | $119M |
| Dodge & Cox Active manager | +853K +3.2% | 27.5M | $2B |
| Jane Street Group, LLC | +808K +561.8% | 952K | $69.9M |
| Alliancebernstein L.P. Active manager | +691K +14.0% | 5.6M | $317M |
| Citigroup Inc | +663K +100.3% | 1.3M | $97.1M |
| Artisan Partners Limited Partnership Active manager | +576K +14.5% | 4.5M | $334M |
| Toronto Dominion Bank | +559K +240.2% | 792K | $58.1M |
| Mediolanum International Funds Ltd | +541K +558.1% | 638K | $46.8M |
| CI Investments Inc. | +539K +126.5% | 966K | $70.8M |
| Wells Fargo & Company | +533K +29.6% | 2.3M | $171M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Franklin Resources Inc Active manager | +3.6M +366.5% | 4.5M | $332M |
| Millennium Management LLC Hedge fund | +3.3M +442.5% | 4.0M | $294M |
| Point72 Asset Management, L.P. Hedge fund | +1.3M New position | 1.3M | $95.7M |
| Freestone Grove Partners LP Hedge fund | +1.0M +43171.8% | 1.0M | $73.7M |
| Schroder Investment Management Group Active manager | +907K +18.2% | 5.9M | $433M |
| Dodge & Cox Active manager | +853K +3.2% | 27.5M | $2B |
| Alliancebernstein L.P. Active manager | +691K +14.0% | 5.6M | $317M |
| Artisan Partners Limited Partnership Active manager | +576K +14.5% | 4.5M | $334M |
| Jain Global LLC Hedge fund | +404K +1450.5% | 432K | $31.7M |
| AQR Capital Management LLC Hedge fund | +357K +14.5% | 2.8M | $207M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital International Investors Active manager | −10.4M −97.2% | 304K | $22.3M |
| Capital Research Global Investors Active manager | −10.3M −8.9% | 106.1M | $7.8B |
| Brown Advisory Inc Active manager | −2.5M −30.8% | 5.6M | $411M |
| UBS Group AG | −2.0M −45.4% | 2.4M | $179M |
| Barclays PLC | −2.0M −70.9% | 813K | $59.6M |
| Fiduciary Management Inc Active manager | −1.6M −46.1% | 1.9M | $141M |
| Morgan Stanley | −1.3M −10.6% | 11.0M | $804M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −1.3M Sold out | 0 | — |
| Goldman Sachs Group Inc | −1.2M −14.8% | 6.8M | $496M |
| Diamond Hill Capital Management, LLC (Investment Advisor) Active manager | −1.1M −38.3% | 1.8M | $131M |
| Fiera Capital Corp | −850K −12.8% | 5.8M | $427M |
| J. Goldman & Co LP Hedge fund | −797K Sold out | 0 | — |
| Principal Financial Group Inc | −713K −44.3% | 898K | $65.8M |
| Skandinaviska Enskilda Banken AB (Publ) | −618K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −586K −16.2% | 3.0M | $222M |
| Caisse De Depot Et Placement Du Quebec | −571K −74.2% | 198K | $14.5M |
| Formuepleje A/S | −530K Sold out | 0 | — |
| Gates Capital Management, Inc. Hedge fund | −503K −20.2% | 2.0M | $146M |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | −496K −7.6% | 6.0M | $441M |
| Jpmorgan Chase & Co | −469K −1.3% | 34.5M | $2.5B |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital International Investors Active manager | −10.4M −97.2% | 304K | $22.3M |
| Capital Research Global Investors Active manager | −10.3M −8.9% | 106.1M | $7.8B |
| Brown Advisory Inc Active manager | −2.5M −30.8% | 5.6M | $411M |
| Fiduciary Management Inc Active manager | −1.6M −46.1% | 1.9M | $141M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −1.3M Sold out | 0 | — |
| Diamond Hill Capital Management, LLC (Investment Advisor) Active manager | −1.1M −38.3% | 1.8M | $131M |
| J. Goldman & Co LP Hedge fund | −797K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −586K −16.2% | 3.0M | $222M |
| Gates Capital Management, Inc. Hedge fund | −503K −20.2% | 2.0M | $146M |
| Marshall Wace, LLP Hedge fund | −400K −53.2% | 352K | $25.8M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Point72 Asset Management, L.P.Hedge fund | 1.3M | $95.7M |
| Adams Diversified Equity Fund, Inc. | 258K | $18.9M |
| Aventail Capital Group, LP | 238K | $17.4M |
| Night Squared LP | 196K | $14.3M |
| Sone Capital Management, LLC | 188K | $13.8M |
| Fil LtdActive manager | 167K | $12.3M |
| Liontrust Investment Partners LLPActive manager | 148K | $10.8M |
| Brevan Howard Capital Management LPHedge fund | 130K | $9.5M |
| Hite Hedge Asset Management LLC | 120K | $8.8M |
| Lighthouse Investment Partners, LLCHedge fund | 101K | $7.4M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Arrowstreet Capital, Limited PartnershipHedge fund | 1.3M | $70.9M |
| J. Goldman & Co LPHedge fund | 797K | $44.9M |
| Skandinaviska Enskilda Banken AB (Publ) | 618K | $34.8M |
| Formuepleje A/S | 530K | $29.9M |
| Milford Funds Ltd | 234K | $13.2M |
| Zimmer Partners, LPHedge fund | 230K | $13M |
| Turas Capital Management LP | 163K | $9.2M |
| Capwealth Advisors, LLC | 118K | $6.6M |
| Moore Capital Management, LPHedge fund | 87K | $4.9M |
| Y-Intercept (Hong Kong) Ltd | 77K | $4.3M |
Who holds the shares
- Institutions reporting
- 1,626
- Ten largest holders
- 56.3% of 13F-reported shares
- Index fund managers
- 31.3% of 13F-reported shares
- Active managers and hedge funds
- 32.7% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 37 | 43 | 9 | 10 | −17.0M | −6.7% |
| Index fund managers | 8 | 4 | 0 | 0 | +10.3M | +4.8% |
| Other institutions | 738 | 577 | 213 | 66 | +5.9M | +2.4% |