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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 1,914,941 | $103.9M | 0.20% | +382,062+24.9% | Added |
| Mawer Investment Management Ltd. | 1,934,395 | $104.9M | 0.47% | +20,445+1.1% | Added |
| D. E. Shaw & Co., Inc. | 2,083,181 | $113.0M | 0.14% | −590,356−22.1% | Reduced |
| AQR Capital Management LLC | 2,123,925 | $113.5M | 0.21% | −1,414,384−40.0% | Reduced |
| Deutsche Bank AG | 2,212,060 | $120.0M | 0.05% | −270,076−10.9% | Reduced |
| Fisher Asset Management, LLC | 2,307,455 | $125.2M | 0.07% | −192,239−7.7% | Reduced |
| Renaissance Technologies LLC | 2,348,531 | $127.4M | 0.16% | −631,195−21.2% | Reduced |
| Goldman Sachs Group Inc | 2,443,434 | $132.5M | 0.03% | −193,911−7.4% | Reduced |
| Massachusetts Financial Services Co | 2,613,614 | $141.8M | 0.04% | −54,462−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 2,702,606 | $146.6M | 0.68% | −25,369−0.9% | Reduced |
| Brown Advisory Inc | 2,761,852 | $149.8M | 0.19% | +38,633+1.4% | Added |
| Adage Capital Partners GP, L.L.C. | 2,852,153 | $154.7M | 0.28% | +2,553,724+855.7% | Added |
| Gates Capital Management, Inc. | 3,037,198 | $164.7M | 4.56% | −166,320−5.2% | Reduced |
| Invesco Ltd. | 3,103,169 | $168.3M | 0.04% | −871,505−21.9% | Reduced |
| Clean Energy Transition LLP | 3,133,054 | $169.9M | 25.92% | +3,133,054 | New |
| Swiss National Bank | 3,133,248 | $169.9M | 0.10% | −131,000−4.0% | Reduced |
| Ameriprise Financial Inc | 3,220,710 | $174.1M | 0.05% | −2,950,472−47.8% | Reduced |
| Credit Suisse AG | 3,388,757 | $183.8M | 0.15% | +61,434+1.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,388,911 | $183.8M | 0.98% | +174,521+5.4% | Added |
| Parametric Portfolio Associates LLC | 3,493,684 | $189.5M | 0.10% | +315,815+9.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,646,235 | $197.8M | 0.12% | −819,222−18.3% | Reduced |
| Amundi | 4,145,486 | $216.4M | 0.14% | −569,696−12.1% | Reduced |
| UBS Asset Management Americas Inc | 4,259,022 | $231.0M | 0.09% | +990,931+30.3% | Added |
| Charles Schwab Investment Management Inc | 4,338,910 | $235.3M | 0.07% | +187,336+4.5% | Added |
| Burgundy Asset Management Ltd. | 4,666,724 | $253.1M | 2.47% | −541,273−10.4% | Reduced |
| Diamond Hill Capital Management Inc | 4,889,489 | $265.2M | 0.95% | −120,557−2.4% | Reduced |
| Primecap Management Co | 4,999,962 | $271.2M | 0.19% | −55,300−1.1% | Reduced |
| Nordea Investment Management AB | 5,110,192 | $273.1M | 0.33% | +177,933+3.6% | Added |
| Morgan Stanley | 5,183,589 | $281.2M | 0.03% | −290,283−5.3% | Reduced |
| Legal & General Group Plc | 6,224,270 | $337.6M | 0.10% | −163,272−2.6% | Reduced |
| Dimensional Fund Advisors LP | 6,988,684 | $379.0M | 0.11% | −146,437−2.1% | Reduced |
| Bank of New York Mellon Corp | 7,339,478 | $398.1M | 0.07% | −777,795−9.6% | Reduced |
| Norges Bank | 7,587,387 | $411.5M | 0.08% | −576,182−7.1% | Reduced |
| Northern Trust Corp | 9,663,045 | $524.1M | 0.09% | −215,665−2.2% | Reduced |
| FMR LLC | 10,661,242 | $578.3M | 0.04% | −2,954,720−21.7% | Reduced |
| Fiera Capital Corp | 14,871,596 | $806.6M | 1.89% | −257,702−1.7% | Reduced |
| Geode Capital Management, LLC | 16,524,821 | $894.0M | 0.11% | +439,530+2.7% | Added |
| Dodge & Cox | 19,679,517 | $1.07B | 0.66% | −2,062,925−9.5% | Reduced |
| Bank of America Corp | 20,675,405 | $1.12B | 0.12% | +218,963+1.1% | Added |
| Nuveen Asset Management, LLC | 22,103,334 | $1.20B | 0.35% | −358,265−1.6% | Reduced |
| State Street Corp | 36,737,089 | $2.00B | 0.09% | +876,829+2.4% | Added |
| Capital International Investors | 53,596,655 | $2.91B | 0.61% | −634,193−1.2% | Reduced |
| BlackRock Inc. | 58,819,969 | $3.19B | 0.08% | −1,751,107−2.9% | Reduced |
| Capital World Investors | 65,581,967 | $3.56B | 0.56% | +5,135,409+8.5% | Added |
| Capital Research Global Investors | 69,450,096 | $3.77B | 0.83% | +9,951,763+16.7% | Added |
| Vanguard Group Inc | 91,336,281 | $4.95B | 0.11% | −350,230−0.4% | Reduced |
| Sofos Investments, Inc. | 378 | – | – | +370+4,625.0% | Added |
| Lansdowne Partners (UK) LLP | 0 | $0 | 0.00% | −2,306,773−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −720,243−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −647,500−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −614,556−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −511,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −346,318−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −122,850−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −121,718−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −75,965−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −51,400−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −37,952−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,428−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −34,368−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −32,506−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −29,137−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −17,796−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −16,630−100.0% | Sold out |
| Palumbo Wealth Management LLC | 0 | $0 | 0.00% | −16,436−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,079−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −15,401−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,118−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,708−100.0% | Sold out |
| Hutchinson Capital Management | 0 | $0 | 0.00% | −9,077−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −8,368−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −8,172−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Cliftonlarsonallen Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,008−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −6,628−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −6,209−100.0% | Sold out |
| Union Heritage Capital, LLC | 0 | $0 | 0.00% | −6,060−100.0% | Sold out |
| Karp Capital Management Corp | 0 | $0 | 0.00% | −5,701−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,334−100.0% | Sold out |
| Mark Stevens | 0 | $0 | 0.00% | −5,082−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −4,883−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −4,942−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,921−100.0% | Sold out |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −4,608−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −4,490−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −4,197−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −4,207−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| ARGI Investment Services, LLC | 0 | $0 | 0.00% | −4,068−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −4,005−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −3,990−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |