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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 320,862 | $17.4M | 0.09% | +151,609+89.6% | Added |
| Rheos Capital Works Inc. | 321,200 | $17.4M | 0.76% | −153,000−32.3% | Reduced |
| Capital International Sarl | 328,374 | $17.8M | 0.85% | +186,103+130.8% | Added |
| Treasurer of the State of North Carolina | 330,109 | $17.9M | 0.09% | −500.0% | Reduced |
| Voloridge Investment Management, LLC | 330,353 | $17.9M | 0.10% | +3,973+1.2% | Added |
| US Bancorp | 337,184 | $18.3M | 0.03% | −10,284−3.0% | Reduced |
| Twinbeech Capital LP | 337,484 | $18.3M | 1.04% | +291,941+641.0% | Added |
| Wafra Inc. | 339,519 | $18.4M | 0.58% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 340,386 | $18.5M | 0.54% | +125,780+58.6% | Added |
| Tocqueville Asset Management L.P. | 342,690 | $18.6M | 0.26% | −265−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 348,026 | $18.9M | 0.04% | −4,226−1.2% | Reduced |
| Reilly Financial Advisors, LLC | 351,015 | $19.0M | 1.41% | +351,015 | New |
| Standard Life Aberdeen plc | 360,094 | $19.5M | 0.04% | −12,322−3.3% | Reduced |
| Professional Advisory Services Inc | 371,556 | $20.2M | 2.74% | +7,095+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 373,837 | $20.3M | 0.10% | +99,095+36.1% | Added |
| Gateway Investment Advisers LLC | 376,943 | $20.4M | 0.20% | −64,198−14.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 406,204 | $21.3M | 0.08% | +62,070+18.0% | Added |
| Citigroup Inc | 395,273 | $21.4M | 0.02% | −208,586−34.5% | Reduced |
| Bank of Nova Scotia | 416,104 | $22.6M | 0.03% | +174,297+72.1% | Added |
| Philadelphia Trust Co | 421,234 | $22.8M | 1.65% | −27,455−6.1% | Reduced |
| Swedbank AB | 433,096 | $23.2M | 0.04% | −1,900−0.4% | Reduced |
| Korea Investment CORP | 430,500 | $23.4M | 0.06% | +223,100+107.6% | Added |
| Asset Management One Co.,Ltd. | 437,022 | $23.5M | 0.08% | −26,255−5.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 445,026 | $24.1M | 0.05% | −43,002−8.8% | Reduced |
| Storebrand Asset Management AS | 446,147 | $24.2M | 0.11% | +181,899+68.8% | Added |
| Ferguson Wellman Capital Management, Inc | 450,348 | $24.4M | 0.71% | +3,126+0.7% | Added |
| ClariVest Asset Management LLC | 452,887 | $24.6M | 0.76% | −11,961−2.6% | Reduced |
| Roosevelt Investment Group LLC | 455,529 | $24.7M | 1.37% | +2,966+0.7% | Added |
| Capital International Ltd | 463,664 | $25.1M | 1.28% | +18,529+4.2% | Added |
| State of New Jersey Common Pension Fund D | 479,365 | $26.0M | 0.08% | −3,627−0.8% | Reduced |
| Voya Investment Management LLC | 479,399 | $26.0M | 0.05% | +50,973+11.9% | Added |
| Adams Diversified Equity Fund, Inc. | 483,800 | $26.2M | 1.00% | −49,600−9.3% | Reduced |
| LPL Financial LLC | 488,224 | $26.5M | 0.02% | +33,723+7.4% | Added |
| Waratah Capital Advisors Ltd. | 489,079 | $26.5M | 1.23% | +96,211+24.5% | Added |
| Federated Hermes, Inc. | 492,252 | $26.7M | 0.05% | −976,544−66.5% | Reduced |
| Public Employees Retirement System of Ohio | 494,198 | $26.8M | 0.09% | −23,181−4.5% | Reduced |
| Bridgewater Associates, LP | 509,125 | $27.6M | 0.16% | −173,088−25.4% | Reduced |
| Stifel Financial Corp | 528,408 | $28.7M | 0.04% | −3,428−0.6% | Reduced |
| Delta Asset Management LLC | 529,921 | $28.7M | 2.54% | +573+0.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 530,698 | $28.8M | 0.09% | −13,480−2.5% | Reduced |
| Toronto Dominion Bank | 532,569 | $28.9M | 0.04% | +81,333+18.0% | Added |
| Raub Brock Capital Management LP | 567,188 | $29.4M | 4.46% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 566,517 | $30.7M | 0.03% | −211,000−27.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 587,791 | $31.9M | 1.44% | +26,883+4.8% | Added |
| Meitav Dash Investments Ltd | 621,654 | $33.7M | 0.55% | +321,654+107.2% | Added |
| Eaton Vance Management | 622,694 | $33.8M | 0.04% | +645+0.1% | Added |
| Mn Services Vermogensbeheer B.V. | 630,300 | $34.2M | 0.20% | +15,600+2.5% | Added |
| Scout Investments, Inc. | 636,151 | $34.5M | 0.50% | −121,848−16.1% | Reduced |
| AXA S.A. | 641,693 | $34.8M | 0.09% | −147,174−18.7% | Reduced |
| Public Sector Pension Investment Board | 659,605 | $35.8M | 0.19% | −1,740−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 719,195 | $38.5M | 0.06% | +60,423+9.2% | Added |
| Baird Financial Group, Inc. | 710,921 | $38.6M | 0.09% | +9,004+1.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 729,603 | $39.6M | 0.19% | −93,540−11.4% | Reduced |
| Bank of Montreal | 769,052 | $41.2M | 0.02% | −406,085−34.6% | Reduced |
| Calamos Advisors LLC | 809,538 | $43.9M | 0.18% | +5,143+0.6% | Added |
| Davis Selected Advisers | 849,655 | $46.1M | 0.21% | −54,160−6.0% | Reduced |
| State of Wisconsin Investment Board | 865,456 | $46.9M | 0.09% | −54,428−5.9% | Reduced |
| Dearborn Partners LLC | 870,347 | $47.2M | 1.71% | +2,038+0.2% | Added |
| Electron Capital Partners, LLC | 881,662 | $47.8M | 2.55% | −208,640−19.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 885,787 | $48.0M | 2.73% | +9,769+1.1% | Added |
| New York State Teachers Retirement System | 928,747 | $50.4M | 0.10% | −4,568−0.5% | Reduced |
| Boston Common Asset Management, LLC | 956,797 | $51.9M | 2.10% | −14,769−1.5% | Reduced |
| APG Asset Management N.V. | 1,091,348 | $52.1M | 0.09% | −37,222−3.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 999,250 | $54.2M | 1.25% | +999,250 | New |
| State Board of Administration of Florida Retirement System | 1,059,439 | $57.5M | 0.10% | −24,855−2.3% | Reduced |
| Capital Group Private Client Services, Inc. | 1,068,709 | $58.0M | 0.62% | −6,578−0.6% | Reduced |
| Principal Financial Group Inc | 1,072,740 | $58.2M | 0.03% | −29,267−2.7% | Reduced |
| Millennium Management LLC | 1,079,592 | $58.6M | 0.06% | +1,006,532+1,377.7% | Added |
| Marshall Wace, LLP | 1,085,796 | $58.9M | 0.12% | +1,085,796 | New |
| DekaBank Deutsche Girozentrale | 1,104,109 | $59.0M | 0.14% | −76,205−6.5% | Reduced |
| HighTower Advisors, LLC | 1,090,529 | $59.1M | 0.13% | +27,533+2.6% | Added |
| Causeway Capital Management LLC | 1,141,286 | $61.9M | 1.36% | +1,704+0.1% | Added |
| JPMorgan Chase & Co | 1,154,082 | $62.6M | 0.01% | −919,255−44.3% | Reduced |
| Glenmede Trust Co NA | 1,154,911 | $62.6M | 0.30% | −46,224−3.8% | Reduced |
| Great West Life Assurance Co | 1,171,910 | $63.4M | 0.13% | −29,882−2.5% | Reduced |
| Alliancebernstein L.P. | 1,184,007 | $64.2M | 0.02% | −218,002−15.5% | Reduced |
| First Trust Advisors LP | 1,194,929 | $64.8M | 0.06% | +14,603+1.2% | Added |
| Envestnet Asset Management Inc | 1,194,980 | $64.8M | 0.03% | +72,746+6.5% | Added |
| Manufacturers Life Insurance Company, The | 1,294,340 | $70.1M | 0.04% | −145,614−10.1% | Reduced |
| New York State Common Retirement Fund | 1,299,109 | $70.5M | 0.07% | −15,370−1.2% | Reduced |
| National Pension Service | 1,318,047 | $71.5M | 0.12% | −89,039−6.3% | Reduced |
| Russell Investments Group, Ltd. | 1,354,500 | $73.3M | 0.12% | −52,080−3.7% | Reduced |
| Price T Rowe Associates Inc | 1,399,538 | $75.9M | 0.01% | −61,301−4.2% | Reduced |
| Rhumbline Advisers | 1,412,560 | $76.6M | 0.09% | +10,834+0.8% | Added |
| First Republic Investment Management, Inc. | 1,429,897 | $77.6M | 0.17% | +63,686+4.7% | Added |
| The PNC Financial Services Group, Inc. | 1,444,616 | $78.4M | 0.06% | +81,074+5.9% | Added |
| California State Teachers Retirement System | 1,495,959 | $81.1M | 0.09% | +6,563+0.4% | Added |
| HSBC Holdings PLC | 1,543,594 | $83.4M | 0.09% | −26,566−1.7% | Reduced |
| KBC Group NV | 1,562,990 | $84.8M | 0.28% | +1,332,490+578.1% | Added |
| Royal Bank of Canada | 1,599,499 | $86.8M | 0.02% | +87,132+5.8% | Added |
| Capital International Inc | 1,610,094 | $87.3M | 0.81% | −414,066−20.5% | Reduced |
| Alyeska Investment Group, L.P. | 1,621,375 | $87.9M | 1.01% | +615,955+61.3% | Added |
| Victory Capital Management Inc | 1,632,354 | $88.5M | 0.08% | −451,835−21.7% | Reduced |
| Pictet Asset Management SA | 1,655,990 | $89.8M | 0.09% | +3,337+0.2% | Added |
| Prudential Financial Inc | 1,770,571 | $96.0M | 0.12% | −512,165−22.4% | Reduced |
| Janus Henderson Group PLC | 1,781,345 | $96.6M | 0.04% | −723,157−28.9% | Reduced |
| Wells Fargo & Company | 1,790,364 | $97.1M | 0.03% | −303,374−14.5% | Reduced |
| UBS Group AG | 1,797,813 | $97.5M | 0.04% | −11,892−0.7% | Reduced |
| Raymond James & Associates | 1,844,930 | $100.1M | 0.08% | −10,403−0.6% | Reduced |
| California Public Employees Retirement System | 1,861,190 | $101.0M | 0.07% | −90,373−4.6% | Reduced |