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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
Mutual of America Capital Management LLC114,600$6.22M0.06%+534+0.5%Added
Dorsey Wright & Associates114,869$6.23M1.29%+1,398+1.2%Added
TRH Financial, LLC116,203$6.30M1.97%+24,090+26.2%Added
Tufton Capital Management117,140$6.35M0.98%+5,753+5.2%Added
Martin Investment Management, LLC117,881$6.39M1.58%−18,876−13.8%Reduced
Metropolitan Life Insurance Co118,081$6.40M0.09%−1,997−1.7%Reduced
Cunning Capital Partners, LP118,120$6.41M3.49%+71,650+154.2%Added
Texas Permanent School Fund119,526$6.48M0.08%−14,519−10.8%Reduced
Gamco Investors, Inc. Et Al121,192$6.57M0.06%−8,653−6.7%Reduced
Allspring Global Investments Holdings, LLC121,653$6.60M0.01%+121,653New
Creative Planning122,157$6.63M0.01%−22,784−15.7%Reduced
Synovus Financial Corp124,712$6.77M0.07%−4,459−3.5%Reduced
D.A. Davidson & Co.126,732$6.87M0.07%+2,749+2.2%Added
Mackay Shields LLC129,155$7.01M0.06%−3,115−2.4%Reduced
Gulf International Bank (UK) Ltd132,036$7.16M0.10%−26,681−16.8%Reduced
Olstein Capital Management, L.P.134,000$7.27M0.87%−18,000−11.8%Reduced
Yousif Capital Management, LLC135,156$7.33M0.08%+135,156New
Calamos Wealth Management LLC135,969$7.38M0.54%−3,835−2.7%Reduced
Fiduciary Trust Co136,014$7.38M0.12%−2,225−1.6%Reduced
CIBC Asset Management Inc137,225$7.44M0.03%+5,254+4.0%Added
Punch & Associates Investment Management, Inc.139,628$7.57M0.40%+1,362+1.0%Added
Bradley Foster & Sargent Inc143,216$7.77M0.16%+4,810+3.5%Added
Kanawha Capital Management LLC143,545$7.79M0.66%+1,151+0.8%Added
British Columbia Investment Management Corp144,824$7.86M0.04%−7,910−5.2%Reduced
Mariner, LLC144,826$7.86M0.03%+20,740+16.7%Added
MML Investors Services, LLC145,077$7.87M0.06%+4,735+3.4%Added
Neuberger Berman Group LLC152,345$7.91M0.01%+17,845+13.3%Added
Janney Montgomery Scott LLC145,950$7.92M0.03%−4,926−3.3%Reduced
Steward Partners Investment Advisory, LLC146,088$7.92M0.12%−325−0.2%Reduced
Socorro Asset Management LP146,587$7.95M2.27%−60,452−29.2%Reduced
Windward Capital Management Co146,610$7.95M0.66%+361+0.2%Added
Private Advisor Group, LLC147,532$8.00M0.06%−18,089−10.9%Reduced
Cambridge Investment Research Advisors, Inc.147,910$8.02M0.04%−530.0%Reduced
M. Kraus & Co148,472$8.05M2.56%+1,281+0.9%Added
Comerica Securities,inc.148,272$8.06M0.52%+3,936+2.7%Added
Man Group plc152,362$8.26M0.03%+79,502+109.1%Added
Swiss Life Asset Management Ltd153,618$8.33M0.11%−50,438−24.7%Reduced
CIBC Private Wealth Group, LLC154,920$8.40M0.02%−615−0.4%Reduced
Utah Retirement Systems157,704$8.55M0.11%+400+0.3%Added
Meyer Handelman Co158,625$8.60M0.32%+1,000+0.6%Added
Varma Mutual Pension Insurance Co160,000$8.68M0.13%−40,000−20.0%Reduced
Cutler Investment Counsel LLC162,037$8.79M1.32%+2,687+1.7%Added
Oregon Public Employees Retirement Fund162,173$8.80M0.10%−61,800−27.6%Reduced
Churchill Management Corp167,182$9.07M0.13%−835−0.5%Reduced
Fayez Sarofim & Co170,116$9.23M0.03%−6,157−3.5%Reduced
Credit Agricole S A170,235$9.23M0.31%−6,980−3.9%Reduced
ProShare Advisors LLC171,115$9.28M0.02%+41,583+32.1%Added
National Bank of Canada171,446$9.28M0.04%+171,446New
Andra AP-fonden174,600$9.47M0.19%−52,000−22.9%Reduced
Engineers Gate Manager LP176,196$9.56M0.43%+147,719+518.7%Added
USS Investment Management Ltd182,367$9.89M0.08%00.0%Unchanged
Commerce Bank189,273$10.3M0.07%−2,560−1.3%Reduced
MetLife Investment Management191,463$10.4M0.09%−4,516−2.3%Reduced
Peapack Gladstone Financial Corp192,652$10.4M0.20%+3,165+1.7%Added
Two Sigma Investments, LP194,485$10.5M0.03%−309,495−61.4%Reduced
NN Investment Partners Holdings N.V.195,807$10.6M0.05%−227,588−53.8%Reduced
Raymond James Financial Services Advisors, Inc.198,096$10.7M0.02%−3,115−1.5%Reduced
DnB Asset Management AS199,650$10.8M0.06%−5,370−2.6%Reduced
Jane Street Group, LLC200,171$10.9M0.02%+191,688+2,259.7%Added
Arrowstreet Capital, Limited Partnership212,542$11.5M0.01%−988,978−82.3%Reduced
Teacher Retirement System of Texas213,159$11.6M0.05%−330,551−60.8%Reduced
Robeco Institutional Asset Management B.V.214,506$11.6M0.02%−168,082−43.9%Reduced
State of Alaska, Department of Revenue215,175$11.7M0.11%−20,355−8.6%Reduced
State of Michigan Retirement System218,143$11.8M0.06%+300+0.1%Added
Nisa Investment Advisors, LLC249,187$11.9M0.09%+8,700+3.6%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund221,789$12.0M0.11%−4,111−1.8%Reduced
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)222,000$12.0M0.38%00.0%Unchanged
Arizona State Retirement System224,431$12.2M0.09%−7,249−3.1%Reduced
Skandinaviska Enskilda Banken AB (publ)227,957$12.2M0.06%+95,232+71.8%Added
Amalgamated Bank227,126$12.3M0.09%−19,028−7.7%Reduced
Forsta Ap-Fonden228,600$12.4M0.13%+26,200+12.9%Added
State of Tennessee, Treasury Department229,104$12.4M0.05%+22,681+11.0%Added
Markel Group Inc.SuperinvestorMarkel Group235,000$12.7M0.15%+4,500+2.0%Added
Franklin Resources Inc236,855$12.8M0.00%−4,834−2.0%Reduced
Keybank National Association239,561$13.0M0.05%−18,015−7.0%Reduced
Handelsbanken Fonder AB240,305$13.0M0.06%−4,100−1.7%Reduced
SEI Investments Co241,161$13.1M0.02%−89,130−27.0%Reduced
Squarepoint Ops LLC241,275$13.1M0.06%+224,350+1,325.6%Added
Truist Financial Corp250,617$13.6M0.02%−20,079−7.4%Reduced
Steigerwald, Gordon & Koch Inc.254,460$13.8M2.08%+6,874+2.8%Added
Thames Capital Management LLC259,129$14.1M2.69%−1,092−0.4%Reduced
American International Group, Inc.259,400$14.1M0.07%−6,583−2.5%Reduced
Comerica Bank298,681$14.1M0.10%−11,441−3.7%Reduced
Los Angeles Capital Management LLC263,008$14.3M0.05%+247,231+1,567.0%Added
Susquehanna International Group, LLP266,367$14.4M0.02%−75,402−22.1%Reduced
Baker Chad R267,345$14.5M3.00%00.0%Unchanged
Highland Capital Management, LLC267,772$14.5M0.82%−2,050−0.8%Reduced
NFJ Investment Group, LLC271,789$14.7M0.27%−17,307−6.0%Reduced
Aviva PLC274,970$14.9M0.06%+9,077+3.4%Added
Caisse de Depot Et Placement du Quebec275,500$14.9M0.03%+275,500New
Welch & Forbes LLC282,890$15.3M0.23%−2,605−0.9%Reduced
Allianz Asset Management GmbH284,216$15.4M0.01%−64,293−18.4%Reduced
Retirement Systems of Alabama287,140$15.6M0.05%−601,471−67.7%Reduced
Oppenheimer & Co Inc287,907$15.6M0.27%−43,001−13.0%Reduced
Fifth Third Bancorp289,761$15.7M0.06%−8,929−3.0%Reduced
Royal London Asset Management Ltd304,104$16.5M0.06%−6,440−2.1%Reduced
M&T Bank Corp307,060$16.7M0.07%−34,589−10.1%Reduced
Advisor Group Holdings, Inc.312,852$17.0M0.03%−15,748−4.8%Reduced
TD Asset Management Inc312,705$17.0M0.01%−14,355−4.4%Reduced
M&G Investment Management Ltd314,402$17.0M0.12%−11,630−3.6%Reduced