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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, Q4 2021

Institutional positions in Carrier Global Corp as of Dec 31, 2021. 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
1,347
+94 vs. Q3 2021
Shares held
736.4M
−3.79M (−0.5%) vs. Q3 2021
Total value
$39.9B
+$1.60B (+4.2%) vs. Q3 2021
New holders
181
389 more added
Sold out
87
547 more reduced

21 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 1,347 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ4 2021: $39.9B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2021.

Institutions holding CARR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc91,336,281$4.95B0.11%−350,230−0.4%Reduced
Capital Research Global Investors69,450,096$3.77B0.83%+9,951,763+16.7%Added
Capital World Investors65,581,967$3.56B0.56%+5,135,409+8.5%Added
BlackRock Inc.58,819,969$3.19B0.08%−1,751,107−2.9%Reduced
Capital International Investors53,596,655$2.91B0.61%−634,193−1.2%Reduced
State Street Corp36,737,089$2.00B0.09%+876,829+2.4%Added
Nuveen Asset Management, LLC22,103,334$1.20B0.35%−358,265−1.6%Reduced
Bank of America Corp20,675,405$1.12B0.12%+218,963+1.1%Added
Dodge & Cox19,679,517$1.07B0.66%−2,062,925−9.5%Reduced
Geode Capital Management, LLC16,524,821$894.0M0.11%+439,530+2.7%Added
Fiera Capital Corp14,871,596$806.6M1.89%−257,702−1.7%Reduced
FMR LLC10,661,242$578.3M0.04%−2,954,720−21.7%Reduced
Northern Trust Corp9,663,045$524.1M0.09%−215,665−2.2%Reduced
Norges Bank7,587,387$411.5M0.08%−576,182−7.1%Reduced
Bank of New York Mellon Corp7,339,478$398.1M0.07%−777,795−9.6%Reduced
Dimensional Fund Advisors LP6,988,684$379.0M0.11%−146,437−2.1%Reduced
Legal & General Group Plc6,224,270$337.6M0.10%−163,272−2.6%Reduced
Morgan Stanley5,183,589$281.2M0.03%−290,283−5.3%Reduced
Nordea Investment Management AB5,110,192$273.1M0.33%+177,933+3.6%Added
Primecap Management Co4,999,962$271.2M0.19%−55,300−1.1%Reduced
Diamond Hill Capital Management Inc4,889,489$265.2M0.95%−120,557−2.4%Reduced
Burgundy Asset Management Ltd.4,666,724$253.1M2.47%−541,273−10.4%Reduced
Charles Schwab Investment Management Inc4,338,910$235.3M0.07%+187,336+4.5%Added
UBS Asset Management Americas Inc4,259,022$231.0M0.09%+990,931+30.3%Added
Amundi4,145,486$216.4M0.14%−569,696−12.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.3,646,235$197.8M0.12%−819,222−18.3%Reduced
Parametric Portfolio Associates LLC3,493,684$189.5M0.10%+315,815+9.9%Added
Bank Julius Baer & Co. Ltd, Zurich3,388,911$183.8M0.98%+174,521+5.4%Added
Credit Suisse AG3,388,757$183.8M0.15%+61,434+1.8%Added
Ameriprise Financial Inc3,220,710$174.1M0.05%−2,950,472−47.8%Reduced
Swiss National Bank3,133,248$169.9M0.10%−131,000−4.0%Reduced
Clean Energy Transition LLP3,133,054$169.9M25.92%+3,133,054New
Invesco Ltd.3,103,169$168.3M0.04%−871,505−21.9%Reduced
Gates Capital Management, Inc.3,037,198$164.7M4.56%−166,320−5.2%Reduced
Adage Capital Partners GP, L.L.C.2,852,153$154.7M0.28%+2,553,724+855.7%Added
Brown Advisory Inc2,761,852$149.8M0.19%+38,633+1.4%Added
Rockefeller Capital Management L.P.2,702,606$146.6M0.68%−25,369−0.9%Reduced
Massachusetts Financial Services Co2,613,614$141.8M0.04%−54,462−2.0%Reduced
Goldman Sachs Group Inc2,443,434$132.5M0.03%−193,911−7.4%Reduced
Renaissance Technologies LLC2,348,531$127.4M0.16%−631,195−21.2%Reduced
Fisher Asset Management, LLC2,307,455$125.2M0.07%−192,239−7.7%Reduced
Deutsche Bank AG2,212,060$120.0M0.05%−270,076−10.9%Reduced
AQR Capital Management LLC2,123,925$113.5M0.21%−1,414,384−40.0%Reduced
D. E. Shaw & Co., Inc.2,083,181$113.0M0.14%−590,356−22.1%Reduced
Mawer Investment Management Ltd.1,934,395$104.9M0.47%+20,445+1.1%Added
Ensign Peak Advisors, Inc1,914,941$103.9M0.20%+382,062+24.9%Added
California Public Employees Retirement System1,861,190$101.0M0.07%−90,373−4.6%Reduced
Raymond James & Associates1,844,930$100.1M0.08%−10,403−0.6%Reduced
UBS Group AG1,797,813$97.5M0.04%−11,892−0.7%Reduced
Wells Fargo & Company1,790,364$97.1M0.03%−303,374−14.5%Reduced
Janus Henderson Group PLC1,781,345$96.6M0.04%−723,157−28.9%Reduced
Prudential Financial Inc1,770,571$96.0M0.12%−512,165−22.4%Reduced
Pictet Asset Management SA1,655,990$89.8M0.09%+3,337+0.2%Added
Victory Capital Management Inc1,632,354$88.5M0.08%−451,835−21.7%Reduced
Alyeska Investment Group, L.P.1,621,375$87.9M1.01%+615,955+61.3%Added
Capital International Inc1,610,094$87.3M0.81%−414,066−20.5%Reduced
Royal Bank of Canada1,599,499$86.8M0.02%+87,132+5.8%Added
KBC Group NV1,562,990$84.8M0.28%+1,332,490+578.1%Added
HSBC Holdings PLC1,543,594$83.4M0.09%−26,566−1.7%Reduced
California State Teachers Retirement System1,495,959$81.1M0.09%+6,563+0.4%Added
The PNC Financial Services Group, Inc.1,444,616$78.4M0.06%+81,074+5.9%Added
First Republic Investment Management, Inc.1,429,897$77.6M0.17%+63,686+4.7%Added
Rhumbline Advisers1,412,560$76.6M0.09%+10,834+0.8%Added
Price T Rowe Associates Inc1,399,538$75.9M0.01%−61,301−4.2%Reduced
Russell Investments Group, Ltd.1,354,500$73.3M0.12%−52,080−3.7%Reduced
National Pension Service1,318,047$71.5M0.12%−89,039−6.3%Reduced
New York State Common Retirement Fund1,299,109$70.5M0.07%−15,370−1.2%Reduced
Manufacturers Life Insurance Company, The1,294,340$70.1M0.04%−145,614−10.1%Reduced
Envestnet Asset Management Inc1,194,980$64.8M0.03%+72,746+6.5%Added
First Trust Advisors LP1,194,929$64.8M0.06%+14,603+1.2%Added
Alliancebernstein L.P.1,184,007$64.2M0.02%−218,002−15.5%Reduced
Great West Life Assurance Co1,171,910$63.4M0.13%−29,882−2.5%Reduced
Glenmede Trust Co NA1,154,911$62.6M0.30%−46,224−3.8%Reduced
JPMorgan Chase & Co1,154,082$62.6M0.01%−919,255−44.3%Reduced
Causeway Capital Management LLC1,141,286$61.9M1.36%+1,704+0.1%Added
HighTower Advisors, LLC1,090,529$59.1M0.13%+27,533+2.6%Added
DekaBank Deutsche Girozentrale1,104,109$59.0M0.14%−76,205−6.5%Reduced
Marshall Wace, LLP1,085,796$58.9M0.12%+1,085,796New
Millennium Management LLC1,079,592$58.6M0.06%+1,006,532+1,377.7%Added
Principal Financial Group Inc1,072,740$58.2M0.03%−29,267−2.7%Reduced
Capital Group Private Client Services, Inc.1,068,709$58.0M0.62%−6,578−0.6%Reduced
State Board of Administration of Florida Retirement System1,059,439$57.5M0.10%−24,855−2.3%Reduced
Industrial Alliance Investment Management Inc.999,250$54.2M1.25%+999,250New
APG Asset Management N.V.1,091,348$52.1M0.09%−37,222−3.3%Reduced
Boston Common Asset Management, LLC956,797$51.9M2.10%−14,769−1.5%Reduced
New York State Teachers Retirement System928,747$50.4M0.10%−4,568−0.5%Reduced
Reynders McVeigh Capital Management, LLC885,787$48.0M2.73%+9,769+1.1%Added
Electron Capital Partners, LLC881,662$47.8M2.55%−208,640−19.1%Reduced
Dearborn Partners LLC870,347$47.2M1.71%+2,038+0.2%Added
State of Wisconsin Investment Board865,456$46.9M0.09%−54,428−5.9%Reduced
Davis Selected Advisers849,655$46.1M0.21%−54,160−6.0%Reduced
Calamos Advisors LLC809,538$43.9M0.18%+5,143+0.6%Added
Bank of Montreal769,052$41.2M0.02%−406,085−34.6%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC729,603$39.6M0.19%−93,540−11.4%Reduced
Baird Financial Group, Inc.710,921$38.6M0.09%+9,004+1.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main719,195$38.5M0.06%+60,423+9.2%Added
Public Sector Pension Investment Board659,605$35.8M0.19%−1,740−0.3%Reduced
AXA S.A.641,693$34.8M0.09%−147,174−18.7%Reduced
Scout Investments, Inc.636,151$34.5M0.50%−121,848−16.1%Reduced
Mn Services Vermogensbeheer B.V.630,300$34.2M0.20%+15,600+2.5%Added