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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, Q1 2022

Institutional positions in Carrier Global Corp as of Mar 31, 2022. 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
1,264
−65 vs. Q4 2021
Shares held
738.5M
+2.75M (+0.4%) vs. Q4 2021
Total value
$33.9B
−$5.99B (−15.0%) vs. Q4 2021
New holders
92
370 more added
Sold out
157
565 more reduced

18 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 1,264 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 heldQ1 2022: $33.9B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2021.

Institutions holding CARR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
National Pension Service1,339,843$61.5M0.11%+21,796+1.7%Added
First Republic Investment Management, Inc.1,341,919$61.6M0.13%−87,978−6.2%Reduced
Russell Investments Group, Ltd.1,334,264$61.6M0.11%−20,236−1.5%Reduced
The PNC Financial Services Group, Inc.1,377,159$63.2M0.06%−67,457−4.7%Reduced
Rhumbline Advisers1,391,865$63.8M0.08%−20,695−1.5%Reduced
California State Teachers Retirement System1,401,390$64.3M0.08%−94,569−6.3%Reduced
Electron Capital Partners, LLC1,418,308$65.1M2.97%+536,646+60.9%Added
AQR Capital Management LLC1,421,496$65.2M0.12%−702,429−33.1%Reduced
Capital International Inc1,478,941$67.8M0.76%−131,153−8.1%Reduced
KBC Group NV1,503,455$69.0M0.27%−59,535−3.8%Reduced
Deutsche Bank AG1,616,434$74.1M0.03%−595,626−26.9%Reduced
Adage Capital Partners GP, L.L.C.1,637,532$75.1M0.14%−1,214,621−42.6%Reduced
Voloridge Investment Management, LLC1,695,804$77.8M0.44%+1,365,451+413.3%Added
California Public Employees Retirement System1,697,261$77.9M0.06%−163,929−8.8%Reduced
Pictet Asset Management SA1,747,557$80.2M0.09%+91,567+5.5%Added
Wells Fargo & Company1,787,188$82.0M0.02%−3,176−0.2%Reduced
Janus Henderson Group PLC1,827,802$83.8M0.04%+46,457+2.6%Added
Mawer Investment Management Ltd.1,844,290$84.6M0.40%−90,105−4.7%Reduced
Raymond James & Associates1,894,849$86.9M0.07%+49,919+2.7%Added
Two Sigma Investments, LP2,006,374$92.0M0.28%+1,811,889+931.6%Added
Ensign Peak Advisors, Inc2,110,101$96.8M0.20%+195,160+10.2%Added
Clean Energy Transition LLP2,172,366$99.6M16.98%−960,688−30.7%Reduced
Fisher Asset Management, LLC2,204,448$101.1M0.06%−103,007−4.5%Reduced
Goldman Sachs Group Inc2,344,925$107.6M0.03%−98,509−4.0%Reduced
Massachusetts Financial Services Co2,407,044$110.4M0.03%−206,570−7.9%Reduced
JPMorgan Chase & Co2,541,216$116.6M0.02%+1,387,134+120.2%Added
Rockefeller Capital Management L.P.2,616,896$120.0M0.58%−85,710−3.2%Reduced
D. E. Shaw & Co., Inc.2,671,620$122.5M0.16%+588,439+28.2%Added
Amundi2,860,456$125.0M0.08%−1,285,030−31.0%Reduced
Brown Advisory Inc2,737,094$125.6M0.19%−24,758−0.9%Reduced
Ameriprise Financial Inc2,899,240$132.2M0.04%−321,470−10.0%Reduced
Credit Suisse AG3,281,366$150.5M0.13%−107,391−3.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.3,384,422$155.2M0.10%−261,813−7.2%Reduced
Parametric Portfolio Associates LLC3,409,312$156.4M0.08%−84,372−2.4%Reduced
Bank Julius Baer & Co. Ltd, Zurich3,432,843$157.5M0.94%+43,932+1.3%Added
Gates Capital Management, Inc.3,450,024$158.3M4.93%+412,826+13.6%Added
Swiss National Bank3,565,748$163.6M0.09%+432,500+13.8%Added
Charles Schwab Investment Management Inc4,404,692$202.0M0.06%+65,782+1.5%Added
UBS Asset Management Americas Inc4,426,876$203.1M0.09%+167,854+3.9%Added
Morgan Stanley4,509,175$206.8M0.03%−674,414−13.0%Reduced
Burgundy Asset Management Ltd.4,614,669$211.7M2.25%−52,055−1.1%Reduced
Invesco Ltd.4,948,588$227.0M0.06%+1,845,419+59.5%Added
Primecap Management Co4,977,472$228.3M0.17%−22,490−0.4%Reduced
Diamond Hill Capital Management Inc5,201,601$238.6M0.89%+312,112+6.4%Added
Renaissance Technologies LLC5,306,931$243.4M0.29%+2,958,400+126.0%Added
Legal & General Group Plc6,596,082$302.6M0.09%+371,812+6.0%Added
Dimensional Fund Advisors LP6,913,653$317.2M0.10%−75,031−1.1%Reduced
FMR LLC6,966,094$319.5M0.03%−3,695,148−34.7%Reduced
Norges Bank7,486,338$343.4M0.07%−101,049−1.3%Reduced
Bank of New York Mellon Corp8,115,702$372.3M0.07%+776,224+10.6%Added
Northern Trust Corp9,576,058$439.3M0.08%−86,987−0.9%Reduced
Bank of America Corp13,999,876$642.2M0.07%−6,675,529−32.3%Reduced
Fiera Capital Corp14,455,118$663.1M1.72%−416,478−2.8%Reduced
Geode Capital Management, LLC16,174,308$740.1M0.09%−350,513−2.1%Reduced
Dodge & Cox18,506,790$848.9M0.52%−1,172,727−6.0%Reduced
Nuveen Asset Management, LLC18,738,873$889.7M0.29%−3,364,461−15.2%Reduced
State Street Corp34,667,873$1.59B0.08%−2,069,216−5.6%Reduced
Capital International Investors54,335,108$2.49B0.57%+738,453+1.4%Added
BlackRock Inc.58,476,078$2.68B0.07%−343,891−0.6%Reduced
Capital Research Global Investors78,916,642$3.62B0.89%+9,466,546+13.6%Added
Capital World Investors82,087,040$3.77B0.65%+16,505,073+25.2%Added
Vanguard Group Inc91,919,595$4.22B0.10%+583,314+0.6%Added
Landmark Wealth Management, LLC429––+429New
Sofos Investments, Inc.1,150––+772+204.2%Added
Adams Diversified Equity Fund, Inc.0$00.00%−483,800−100.0%Sold out
Wafra Inc.0$00.00%−339,519−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−212,542−100.0%Sold out
Dorsey Wright & Associates0$00.00%−114,869−100.0%Sold out
Advisor Resource Council0$00.00%−73,322−100.0%Sold out
K.J. Harrison & Partners Inc0$00.00%−60,000−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−52,485−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−51,054−100.0%Sold out
Myriad Asset Management Ltd.0$00.00%−48,300−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−48,040−100.0%Sold out
Simplex Trading, LLC0$00.00%−35,458−100.0%Sold out
Pearl River Capital, LLC0$00.00%−32,123−100.0%Sold out
Veracity Capital LLC0$00.00%−31,962−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−29,435−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−27,320−100.0%Sold out
Shilanski & Associates, Inc.0$00.00%−25,742−100.0%Sold out
Caxton Associates LP0$00.00%−23,560−100.0%Sold out
Investors Financial Group, LLC0$00.00%−22,482−100.0%Sold out
FIL Ltd0$00.00%−21,385−100.0%Sold out
Sandbar Asset Management LLP0$00.00%−20,127−100.0%Sold out
Strong Tower Advisory Services0$00.00%−20,125−100.0%Sold out
L2 Asset Management, LLC0$00.00%−18,893−100.0%Sold out
Walleye Trading LLC0$00.00%−17,866−100.0%Sold out
Appian Way Asset Management LP0$00.00%−16,376−100.0%Sold out
Sowell Financial Services LLC0$00.00%−13,675−100.0%Sold out
Pensionfund DSM Netherlands0$00.00%−13,500−100.0%Sold out
Aigen Investment Management, LP0$00.00%−13,567−100.0%Sold out
Van Leeuwen & Company, LLC0$00.00%−13,011−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−11,820−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−11,825−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−11,025−100.0%Sold out
Brasada Capital Management, LP0$00.00%−11,000−100.0%Sold out
Magnetar Financial LLC0$00.00%−10,877−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−10,800−100.0%Sold out
Merlin Capital LLC0$00.00%−10,675−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−10,206−100.0%Sold out