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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 622,694 | $33.8M | 0.04% | +645+0.1% | Added |
| Meitav Dash Investments Ltd | 621,654 | $33.7M | 0.55% | +321,654+107.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 587,791 | $31.9M | 1.44% | +26,883+4.8% | Added |
| Canada Pension Plan Investment Board | 566,517 | $30.7M | 0.03% | −211,000−27.1% | Reduced |
| Raub Brock Capital Management LP | 567,188 | $29.4M | 4.46% | 00.0% | Unchanged |
| Toronto Dominion Bank | 532,569 | $28.9M | 0.04% | +81,333+18.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 530,698 | $28.8M | 0.09% | −13,480−2.5% | Reduced |
| Delta Asset Management LLC | 529,921 | $28.7M | 2.54% | +573+0.1% | Added |
| Stifel Financial Corp | 528,408 | $28.7M | 0.04% | −3,428−0.6% | Reduced |
| Bridgewater Associates, LP | 509,125 | $27.6M | 0.16% | −173,088−25.4% | Reduced |
| Public Employees Retirement System of Ohio | 494,198 | $26.8M | 0.09% | −23,181−4.5% | Reduced |
| Federated Hermes, Inc. | 492,252 | $26.7M | 0.05% | −976,544−66.5% | Reduced |
| Waratah Capital Advisors Ltd. | 489,079 | $26.5M | 1.23% | +96,211+24.5% | Added |
| LPL Financial LLC | 488,224 | $26.5M | 0.02% | +33,723+7.4% | Added |
| Adams Diversified Equity Fund, Inc. | 483,800 | $26.2M | 1.00% | −49,600−9.3% | Reduced |
| Voya Investment Management LLC | 479,399 | $26.0M | 0.05% | +50,973+11.9% | Added |
| State of New Jersey Common Pension Fund D | 479,365 | $26.0M | 0.08% | −3,627−0.8% | Reduced |
| Capital International Ltd | 463,664 | $25.1M | 1.28% | +18,529+4.2% | Added |
| Roosevelt Investment Group LLC | 455,529 | $24.7M | 1.37% | +2,966+0.7% | Added |
| ClariVest Asset Management LLC | 452,887 | $24.6M | 0.76% | −11,961−2.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 450,348 | $24.4M | 0.71% | +3,126+0.7% | Added |
| Storebrand Asset Management AS | 446,147 | $24.2M | 0.11% | +181,899+68.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 445,026 | $24.1M | 0.05% | −43,002−8.8% | Reduced |
| Asset Management One Co.,Ltd. | 437,022 | $23.5M | 0.08% | −26,255−5.7% | Reduced |
| Korea Investment CORP | 430,500 | $23.4M | 0.06% | +223,100+107.6% | Added |
| Swedbank AB | 433,096 | $23.2M | 0.04% | −1,900−0.4% | Reduced |
| Philadelphia Trust Co | 421,234 | $22.8M | 1.65% | −27,455−6.1% | Reduced |
| Bank of Nova Scotia | 416,104 | $22.6M | 0.03% | +174,297+72.1% | Added |
| Citigroup Inc | 395,273 | $21.4M | 0.02% | −208,586−34.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 406,204 | $21.3M | 0.08% | +62,070+18.0% | Added |
| Gateway Investment Advisers LLC | 376,943 | $20.4M | 0.20% | −64,198−14.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 373,837 | $20.3M | 0.10% | +99,095+36.1% | Added |
| Professional Advisory Services Inc | 371,556 | $20.2M | 2.74% | +7,095+1.9% | Added |
| Standard Life Aberdeen plc | 360,094 | $19.5M | 0.04% | −12,322−3.3% | Reduced |
| Reilly Financial Advisors, LLC | 351,015 | $19.0M | 1.41% | +351,015 | New |
| Commonwealth Equity Services, LLC | 348,026 | $18.9M | 0.04% | −4,226−1.2% | Reduced |
| Tocqueville Asset Management L.P. | 342,690 | $18.6M | 0.26% | −265−0.1% | Reduced |
| Scopus Asset Management, L.P. | 340,386 | $18.5M | 0.54% | +125,780+58.6% | Added |
| Wafra Inc. | 339,519 | $18.4M | 0.58% | 00.0% | Unchanged |
| Twinbeech Capital LP | 337,484 | $18.3M | 1.04% | +291,941+641.0% | Added |
| US Bancorp | 337,184 | $18.3M | 0.03% | −10,284−3.0% | Reduced |
| Voloridge Investment Management, LLC | 330,353 | $17.9M | 0.10% | +3,973+1.2% | Added |
| Treasurer of the State of North Carolina | 330,109 | $17.9M | 0.09% | −500.0% | Reduced |
| Capital International Sarl | 328,374 | $17.8M | 0.85% | +186,103+130.8% | Added |
| Rheos Capital Works Inc. | 321,200 | $17.4M | 0.76% | −153,000−32.3% | Reduced |
| Nomura Asset Management Co Ltd | 320,862 | $17.4M | 0.09% | +151,609+89.6% | Added |
| M&G Investment Management Ltd | 314,402 | $17.0M | 0.12% | −11,630−3.6% | Reduced |
| TD Asset Management Inc | 312,705 | $17.0M | 0.01% | −14,355−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 312,852 | $17.0M | 0.03% | −15,748−4.8% | Reduced |
| M&T Bank Corp | 307,060 | $16.7M | 0.07% | −34,589−10.1% | Reduced |
| Royal London Asset Management Ltd | 304,104 | $16.5M | 0.06% | −6,440−2.1% | Reduced |
| Fifth Third Bancorp | 289,761 | $15.7M | 0.06% | −8,929−3.0% | Reduced |
| Oppenheimer & Co Inc | 287,907 | $15.6M | 0.27% | −43,001−13.0% | Reduced |
| Retirement Systems of Alabama | 287,140 | $15.6M | 0.05% | −601,471−67.7% | Reduced |
| Allianz Asset Management GmbH | 284,216 | $15.4M | 0.01% | −64,293−18.4% | Reduced |
| Welch & Forbes LLC | 282,890 | $15.3M | 0.23% | −2,605−0.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 275,500 | $14.9M | 0.03% | +275,500 | New |
| Aviva PLC | 274,970 | $14.9M | 0.06% | +9,077+3.4% | Added |
| NFJ Investment Group, LLC | 271,789 | $14.7M | 0.27% | −17,307−6.0% | Reduced |
| Highland Capital Management, LLC | 267,772 | $14.5M | 0.82% | −2,050−0.8% | Reduced |
| Baker Chad R | 267,345 | $14.5M | 3.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 266,367 | $14.4M | 0.02% | −75,402−22.1% | Reduced |
| Los Angeles Capital Management LLC | 263,008 | $14.3M | 0.05% | +247,231+1,567.0% | Added |
| Comerica Bank | 298,681 | $14.1M | 0.10% | −11,441−3.7% | Reduced |
| American International Group, Inc. | 259,400 | $14.1M | 0.07% | −6,583−2.5% | Reduced |
| Thames Capital Management LLC | 259,129 | $14.1M | 2.69% | −1,092−0.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 254,460 | $13.8M | 2.08% | +6,874+2.8% | Added |
| Truist Financial Corp | 250,617 | $13.6M | 0.02% | −20,079−7.4% | Reduced |
| Squarepoint Ops LLC | 241,275 | $13.1M | 0.06% | +224,350+1,325.6% | Added |
| SEI Investments Co | 241,161 | $13.1M | 0.02% | −89,130−27.0% | Reduced |
| Handelsbanken Fonder AB | 240,305 | $13.0M | 0.06% | −4,100−1.7% | Reduced |
| Keybank National Association | 239,561 | $13.0M | 0.05% | −18,015−7.0% | Reduced |
| Franklin Resources Inc | 236,855 | $12.8M | 0.00% | −4,834−2.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $12.7M | 0.15% | +4,500+2.0% | Added |
| State of Tennessee, Treasury Department | 229,104 | $12.4M | 0.05% | +22,681+11.0% | Added |
| Forsta Ap-Fonden | 228,600 | $12.4M | 0.13% | +26,200+12.9% | Added |
| Amalgamated Bank | 227,126 | $12.3M | 0.09% | −19,028−7.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 227,957 | $12.2M | 0.06% | +95,232+71.8% | Added |
| Arizona State Retirement System | 224,431 | $12.2M | 0.09% | −7,249−3.1% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 222,000 | $12.0M | 0.38% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 221,789 | $12.0M | 0.11% | −4,111−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 249,187 | $11.9M | 0.09% | +8,700+3.6% | Added |
| State of Michigan Retirement System | 218,143 | $11.8M | 0.06% | +300+0.1% | Added |
| State of Alaska, Department of Revenue | 215,175 | $11.7M | 0.11% | −20,355−8.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 214,506 | $11.6M | 0.02% | −168,082−43.9% | Reduced |
| Teacher Retirement System of Texas | 213,159 | $11.6M | 0.05% | −330,551−60.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 212,542 | $11.5M | 0.01% | −988,978−82.3% | Reduced |
| Jane Street Group, LLC | 200,171 | $10.9M | 0.02% | +191,688+2,259.7% | Added |
| DnB Asset Management AS | 199,650 | $10.8M | 0.06% | −5,370−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 198,096 | $10.7M | 0.02% | −3,115−1.5% | Reduced |
| NN Investment Partners Holdings N.V. | 195,807 | $10.6M | 0.05% | −227,588−53.8% | Reduced |
| Two Sigma Investments, LP | 194,485 | $10.5M | 0.03% | −309,495−61.4% | Reduced |
| Peapack Gladstone Financial Corp | 192,652 | $10.4M | 0.20% | +3,165+1.7% | Added |
| MetLife Investment Management | 191,463 | $10.4M | 0.09% | −4,516−2.3% | Reduced |
| Commerce Bank | 189,273 | $10.3M | 0.07% | −2,560−1.3% | Reduced |
| USS Investment Management Ltd | 182,367 | $9.89M | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 176,196 | $9.56M | 0.43% | +147,719+518.7% | Added |
| Andra AP-fonden | 174,600 | $9.47M | 0.19% | −52,000−22.9% | Reduced |
| National Bank of Canada | 171,446 | $9.28M | 0.04% | +171,446 | New |
| ProShare Advisors LLC | 171,115 | $9.28M | 0.02% | +41,583+32.1% | Added |