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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, Q3 2022

Institutional positions in Carrier Global Corp as of Sep 30, 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
1,154
−2 vs. Q2 2022
Shares held
721.5M
−2.48M (−0.3%) vs. Q2 2022
Total value
$25.6B
−$204.9M (−0.8%) vs. Q2 2022
New holders
76
373 more added
Sold out
78
471 more reduced

18 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 1,154 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 heldQ3 2022: $25.6B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2022.

Institutions holding CARR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Steigerwald, Gordon & Koch Inc.272,611$9.69M1.78%+9,623+3.7%Added
Los Angeles Capital Management LLC276,296$9.82M0.05%−2,953−1.1%Reduced
Advisor Group Holdings, Inc.279,353$9.93M0.02%+1,686+0.6%Added
Retirement Systems of Alabama279,531$9.94M0.05%−191,812−40.7%Reduced
Capital International Sarl280,631$9.98M0.81%+21,140+8.1%Added
Welch & Forbes LLC283,183$10.1M0.20%−2,560−0.9%Reduced
Royal London Asset Management Ltd286,922$10.2M0.05%−14,739−4.9%Reduced
Lombard Odier Asset Management (Europe) Ltd299,819$10.7M0.55%−184,312−38.1%Reduced
Comerica Bank300,416$10.8M0.09%+8,827+3.0%Added
US Bancorp308,797$11.0M0.02%−9,924−3.1%Reduced
TD Asset Management Inc308,486$11.0M0.01%+8,848+3.0%Added
Interval Partners, LP316,871$11.3M0.66%+106,631+50.7%Added
Qube Research & Technologies Ltd325,198$11.6M0.07%−574,958−63.9%Reduced
Voya Investment Management LLC325,862$11.6M0.01%+22,644+7.5%Added
Storebrand Asset Management AS328,133$11.7M0.07%−62,280−16.0%Reduced
Tocqueville Asset Management L.P.332,370$11.8M0.24%−500.0%Reduced
Becker Capital Management Inc333,003$11.8M0.62%+333,003New
Victory Capital Management Inc333,493$11.9M0.01%−222,510−40.0%Reduced
M&T Bank Corp340,956$12.1M0.05%−6,561−1.9%Reduced
Aviva PLC353,643$12.6M0.07%−191,344−35.1%Reduced
Commonwealth Equity Services, LLC366,650$13.0M0.03%+15,438+4.4%Added
Canada Pension Plan Investment Board371,687$13.2M0.02%+37,970+11.4%Added
Connecticut Wealth Management, LLC379,329$13.5M1.26%+20.0%Added
Asset Management One Co.,Ltd.382,776$13.6M0.07%−5,754−1.5%Reduced
Graham Capital Management, L.P.392,631$14.0M0.60%+308,718+367.9%Added
Treasurer of the State of North Carolina393,032$14.0M0.09%+10,383+2.7%Added
Employees Retirement System of Texas406,712$14.5M0.22%+311,712+328.1%Added
Marshall Wace, LLP411,090$14.6M0.04%+6,190+1.5%Added
Calamos Advisors LLC414,243$14.7M0.07%00.0%Unchanged
Professional Advisory Services Inc415,364$14.8M2.57%−18,866−4.3%Reduced
Toronto Dominion Bank415,935$14.8M0.03%−15,221−3.5%Reduced
Moore Capital Management, LP417,906$14.9M0.41%+417,906New
Standard Life Aberdeen plc419,116$14.9M0.04%+140,591+50.5%Added
Capital International Ltd420,767$15.0M1.04%+37,180+9.7%Added
AXA S.A.424,014$15.1M0.06%−49,982−10.5%Reduced
Stifel Financial Corp430,193$15.3M0.03%+14,827+3.6%Added
Clean Energy Transition LLP431,449$15.3M2.42%−1,990,555−82.2%Reduced
Public Employees Retirement System of Ohio440,972$15.7M0.07%+1900.0%Added
Raub Brock Capital Management LP453,696$16.1M3.37%−25,441−5.3%Reduced
Swedbank AB457,196$16.3M0.04%−300−0.1%Reduced
Brandywine Global Investment Management, LLC459,902$16.4M0.15%+459,902New
Roosevelt Investment Group LLC464,756$16.5M1.19%+1,692+0.4%Added
Mn Services Vermogensbeheer B.V.471,900$16.8M0.18%−33,600−6.6%Reduced
Citigroup Inc482,013$17.1M0.02%+30,645+6.8%Added
National Bank of Canada473,623$17.2M0.10%−32,055−6.3%Reduced
Creative Planning489,893$17.4M0.03%+4,560+0.9%Added
Gateway Investment Advisers LLC491,819$17.5M0.22%−96,698−16.4%Reduced
State of New Jersey Common Pension Fund D492,248$17.5M0.07%+7,114+1.5%Added
Mitsubishi UFJ Trust & Banking Corp509,948$18.1M0.05%+18,691+3.8%Added
Varma Mutual Pension Insurance Co521,140$18.5M0.32%+521,140New
Chevy Chase Trust Holdings, Inc.521,882$18.6M0.08%+484+0.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.525,639$18.7M0.06%+43,058+8.9%Added
Delta Asset Management LLC536,951$19.1M2.31%+1,338+0.2%Added
KBC Group NV569,300$20.2M0.11%−454,960−44.4%Reduced
Rheos Capital Works Inc.569,500$20.3M1.36%+177,000+45.1%Added
State of Wisconsin Investment Board571,704$20.3M0.06%−70,249−10.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)580,289$20.6M0.12%+126,754+27.9%Added
Adage Capital Partners GP, L.L.C.581,838$20.7M0.05%−1,670,794−74.2%Reduced
AQR Capital Management LLC590,069$21.0M0.05%−362,130−38.0%Reduced
Meitav Dash Investments Ltd624,583$22.2M0.39%+177,000+39.5%Added
Waratah Capital Advisors Ltd.635,552$22.6M1.50%+39,694+6.7%Added
Glenmede Trust Co NA668,807$23.8M0.15%+12,266+1.9%Added
Jane Street Group, LLC728,376$25.9M0.05%+266,096+57.6%Added
HSBC Holdings PLC736,920$26.4M0.05%−36,604−4.7%Reduced
Barclays PLC745,674$26.5M0.03%+216,061+40.8%Added
Capital International Inc754,455$26.8M0.60%−622,907−45.2%Reduced
Industrial Alliance Investment Management Inc.764,890$27.2M0.80%−130,890−14.6%Reduced
Prudential Financial Inc784,787$27.9M0.05%+43,874+5.9%Added
First Trust Advisors LP809,611$28.8M0.04%+478,474+144.5%Added
Davis Selected Advisers819,923$29.2M0.21%−4,493−0.5%Reduced
Dearborn Partners LLC856,065$30.4M1.34%−1,187−0.1%Reduced
Woodline Partners LP889,651$31.6M0.46%+356,295+66.8%Added
UBS Group AG913,238$32.5M0.02%−427,904−31.9%Reduced
Boston Common Asset Management, LLC924,090$32.9M1.72%−52,516−5.4%Reduced
Bank of Montreal900,736$33.5M0.03%−227,239−20.1%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC947,484$33.7M0.19%+34,900+3.8%Added
State Board of Administration of Florida Retirement System964,808$34.3M0.09%−731−0.1%Reduced
New York State Teachers Retirement System975,387$34.7M0.09%−1,546−0.2%Reduced
Reynders McVeigh Capital Management, LLC982,090$34.9M2.71%+23,671+2.5%Added
Korea Investment CORP1,015,119$36.1M0.11%+4,745+0.5%Added
Eaton Vance Management1,036,165$36.8M0.05%−819−0.1%Reduced
Principal Financial Group Inc1,048,450$37.3M0.03%−19,712−1.8%Reduced
Capital Group Private Client Services, Inc.1,059,057$37.7M0.53%+4,471+0.4%Added
HighTower Advisors, LLC1,085,186$38.6M0.10%+23,435+2.2%Added
Alyeska Investment Group, L.P.1,118,741$39.8M0.47%+442,053+65.3%Added
Baird Financial Group, Inc.1,123,195$39.9M0.12%+49,215+4.6%Added
Ameriprise Financial Inc1,130,061$40.3M0.01%−17,490−1.5%Reduced
Scout Investments, Inc.1,143,791$40.7M0.84%+742,446+185.0%Added
Millennium Management LLC1,181,631$42.0M0.05%+1,102,063+1,385.1%Added
Price T Rowe Associates Inc1,194,210$42.5M0.01%+3,309+0.3%Added
Royal Bank of Canada1,197,322$42.6M0.01%−44,072−3.6%Reduced
Manufacturers Life Insurance Company, The1,197,945$42.6M0.03%−21,727−1.8%Reduced
Alliancebernstein L.P.1,201,574$42.7M0.02%+5,792+0.5%Added
Great West Life Assurance Co1,209,198$43.0M0.12%−9,954−0.8%Reduced
Envestnet Asset Management Inc1,209,228$43.0M0.02%+28,864+2.4%Added
Russell Investments Group, Ltd.1,225,343$43.6M0.10%−94,584−7.2%Reduced
Voloridge Investment Management, LLC1,241,401$44.1M0.24%−803,253−39.3%Reduced
The PNC Financial Services Group, Inc.1,262,101$44.9M0.05%−71,532−5.4%Reduced
New York State Common Retirement Fund1,264,538$45.0M0.07%−97,874−7.2%Reduced
APG Asset Management N.V.1,367,898$49.7M0.13%−105,250−7.1%Reduced