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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
California State Teachers Retirement System1,406,997$50.0M0.08%−24,011−1.7%Reduced
First Republic Investment Management, Inc.1,408,653$50.1M0.13%+81,945+6.2%Added
Wells Fargo & Company1,441,932$51.3M0.02%−66,348−4.4%Reduced
Causeway Capital Management LLC1,483,328$52.7M1.48%−667,564−31.0%Reduced
Two Sigma Advisers, LP1,486,700$52.9M0.15%−1,331,900−47.3%Reduced
National Pension Service1,505,820$53.6M0.11%+47,183+3.2%Added
Rhumbline Advisers1,533,987$54.5M0.08%+55,367+3.7%Added
Man Group plc1,568,746$55.8M0.26%––
Raymond James & Associates1,573,560$56.0M0.06%−230,858−12.8%Reduced
Mawer Investment Management Ltd.1,649,056$58.6M0.36%−51,664−3.0%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,773,889$63.1M0.48%−4,944−0.3%Reduced
Pictet Asset Management SA1,776,428$63.1M0.09%−11,633−0.7%Reduced
Ensign Peak Advisors, Inc1,812,913$64.5M0.16%−390,563−17.7%Reduced
Massachusetts Financial Services Co1,863,743$66.3M0.02%−330,737−15.1%Reduced
California Public Employees Retirement System1,910,832$67.9M0.06%+321,273+20.2%Added
D. E. Shaw & Co., Inc.1,983,563$70.5M0.12%−1,597,264−44.6%Reduced
Deutsche Bank AG2,233,771$79.4M0.05%+144,411+6.9%Added
Rockefeller Capital Management L.P.2,702,614$96.1M0.50%−301,929−10.0%Reduced
Brown Advisory Inc2,713,500$96.5M0.19%+11,478+0.4%Added
Sumitomo Mitsui Trust Holdings, Inc.2,770,360$98.5M0.08%−216,383−7.2%Reduced
JPMorgan Chase & Co2,888,161$102.7M0.02%−196,313−6.4%Reduced
Goldman Sachs Group Inc3,009,232$107.0M0.03%+552,713+22.5%Added
Credit Suisse AG3,468,989$123.4M0.14%−7,488−0.2%Reduced
Swiss National Bank3,676,548$130.7M0.09%−34,500−0.9%Reduced
Gates Capital Management, Inc.3,945,166$140.3M5.85%+252,170+6.8%Added
Bank of America Corp4,257,984$151.4M0.02%−477,421−10.1%Reduced
Charles Schwab Investment Management Inc4,493,612$159.8M0.06%+105,935+2.4%Added
Amundi4,210,372$160.8M0.10%+2,159,833+105.3%Added
UBS Asset Management Americas Inc4,674,137$166.2M0.09%+154,114+3.4%Added
Fisher Asset Management, LLC4,882,359$173.6M0.13%+2,757,618+129.8%Added
Primecap Management Co4,909,172$174.6M0.17%−4,600−0.1%Reduced
Renaissance Technologies LLC4,973,531$176.9M0.25%−1,701,200−25.5%Reduced
Burgundy Asset Management Ltd.5,064,273$180.1M2.51%−98,079−1.9%Reduced
Diamond Hill Capital Management Inc5,068,697$180.2M0.86%−484,791−8.7%Reduced
FMR LLC5,382,614$191.4M0.02%+126,952+2.4%Added
Invesco Ltd.5,410,745$192.4M0.06%−427,744−7.3%Reduced
Citadel Advisors LLC5,596,307$199.0M0.25%+755,910+15.6%Added
Legal & General Group Plc5,839,959$207.7M0.08%−132,750−2.2%Reduced
Bank of New York Mellon Corp7,064,491$251.2M0.06%−213,429−2.9%Reduced
Norges Bank7,114,269$253.0M0.07%+288,444+4.2%Added
Dimensional Fund Advisors LP7,394,883$263.0M0.10%+550,548+8.0%Added
Morgan Stanley7,970,483$283.4M0.04%+52,554+0.7%Added
Northern Trust Corp9,359,764$332.8M0.08%−21,593−0.2%Reduced
Fiera Capital Corp12,703,685$408.8M1.47%−2,283,167−15.2%Reduced
Geode Capital Management, LLC16,668,706$592.0M0.09%+244,310+1.5%Added
Nuveen Asset Management, LLC17,108,963$608.4M0.25%+558,801+3.4%Added
Dodge & Cox17,723,181$630.2M0.48%−704,315−3.8%Reduced
State Street Corp32,916,021$1.17B0.07%−404,063−1.2%Reduced
BlackRock Inc.58,164,745$2.07B0.07%−521,153−0.9%Reduced
Capital International Investors58,492,076$2.08B0.61%+3,106,702+5.6%Added
Capital World Investors75,244,078$2.68B0.60%−348,613−0.5%Reduced
Capital Research Global Investors82,377,349$2.93B0.96%+4,255,755+5.4%Added
Vanguard Group Inc92,755,404$3.30B0.10%+34,5380.0%Added
Sofos Investments, Inc.828––−72−8.0%Reduced
Wagner Wealth Management, LLC0$00.00%−42−100.0%Sold out
Junto Capital Management LP0$00.00%−829,561−100.0%Sold out
Bridgewater Associates, LP0$00.00%−424,427−100.0%Sold out
HRT Financial LP0$00.00%−136,187−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−124,000−100.0%Sold out
Twin Tree Management, LP0$00.00%−90,269−100.0%Sold out
Teza Capital Management LLC0$00.00%−61,957−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−43,099−100.0%Sold out
M&G Investment Management Ltd0$00.00%−42,570−100.0%Sold out
Employees Provident Fund Board0$00.00%−42,352−100.0%Sold out
Citizens Business Bank0$00.00%−34,878−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−33,917−100.0%Sold out
Capital Fund Management S.A.0$00.00%−31,011−100.0%Sold out
Aigen Investment Management, LP0$00.00%−29,804−100.0%Sold out
Maven Securities LTD0$00.00%−29,711−100.0%Sold out
Inscription Capital, LLC0$00.00%−29,247−100.0%Sold out
Seven Eight Capital, LP0$00.00%−28,829−100.0%Sold out
Advisor Resource Council0$00.00%−21,979−100.0%Sold out
Quantbot Technologies LP0$00.00%−19,053−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−18,700−100.0%Sold out
Blue Square Asset Management, LLC0$00.00%−18,039−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−17,307−100.0%Sold out
TRUE Private Wealth Advisors0$00.00%−16,784−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−15,782−100.0%Sold out
Atlantic Union Bankshares Corp0$00.00%−15,373−100.0%Sold out
Brown Advisory Securities, LLC0$00.00%−13,816−100.0%Sold out
Jump Financial, LLC0$00.00%−13,438−100.0%Sold out
Walleye Trading LLC0$00.00%−13,178−100.0%Sold out
Strategic Wealth Advisors Group, LLC0$00.00%−12,718−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−12,939−100.0%Sold out
Credit Agricole S A0$00.00%−11,340−100.0%Sold out
Quadrature Capital Ltd0$00.00%−9,855−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−9,751−100.0%Sold out
Draper Asset Management, LLC0$00.00%−9,581−100.0%Sold out
River & Mercantile Investments Ltd0$00.00%−9,227−100.0%Sold out
Centiva Capital, LP0$00.00%−8,707−100.0%Sold out
Fort, L.P.0$00.00%−7,809−100.0%Sold out
RB Capital Management, LLC0$00.00%−7,282−100.0%Sold out
Lake Street Financial LLC0$00.00%−7,199−100.0%Sold out
StoneX Group Inc.0$00.00%−7,178−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−6,853−100.0%Sold out
Ziegler Capital Management, LLC0$00.00%−6,813−100.0%Sold out
Duff & Phelps Investment Management Co0$00.00%−6,600−100.0%Sold out
Kalos Management, Inc.0$00.00%−6,085−100.0%Sold out
Compton Capital Management Inc0$00.00%−5,817−100.0%Sold out
Cypress Capital Group0$00.00%−5,782−100.0%Sold out