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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
Peapack Gladstone Financial Corp163,150$5.80M0.12%−850−0.5%Reduced
Churchill Management Corp160,364$5.70M0.15%−1,718−1.1%Reduced
Fifth Third Bancorp159,472$5.67M0.03%−100,927−38.8%Reduced
USS Investment Management Ltd159,183$5.67M0.09%−41,131−20.5%Reduced
Two Sigma Investments, LP158,653$5.64M0.02%−3,327,304−95.4%Reduced
Meyer Handelman Co157,425$5.60M0.26%00.0%Unchanged
IFM Investors Pty Ltd155,954$5.55M0.10%−1,082−0.7%Reduced
Truist Financial Corp155,359$5.52M0.01%−70,814−31.3%Reduced
Philadelphia Trust Co152,428$5.42M0.61%+1,745+1.2%Added
Utah Retirement Systems151,704$5.39M0.09%+600+0.4%Added
Neuberger Berman Group LLC151,199$5.38M0.01%+976+0.6%Added
MML Investors Services, LLC150,278$5.34M0.04%+3,547+2.4%Added
Allianz Asset Management GmbH149,858$5.33M0.01%−125,852−45.6%Reduced
M. Kraus & Co149,210$5.31M2.22%+495+0.3%Added
Steward Partners Investment Advisory, LLC147,539$5.25M0.10%−2,942−2.0%Reduced
Windward Capital Management Co147,249$5.24M0.59%+287+0.2%Added
Lombard Odier Asset Management (Switzerland) SA147,234$5.24M0.44%−6,945−4.5%Reduced
CIBC Private Wealth Group, LLC146,638$5.21M0.01%−170−0.1%Reduced
Tudor Investment Corp Et Al146,210$5.20M0.13%+146,210New
Socorro Asset Management LP145,806$5.18M2.42%−50,278−25.6%Reduced
Comerica Securities,inc.143,894$5.12M0.42%+2,936+2.1%Added
Punch & Associates Investment Management, Inc.143,332$5.10M0.36%+100+0.1%Added
Candriam Luxembourg S.C.A.138,185$4.91M0.03%+69,799+102.1%Added
Alpine Woods Capital Investors, LLC137,484$4.89M0.67%−250.0%Reduced
Fayez Sarofim & Co137,450$4.89M0.02%−19,017−12.2%Reduced
Kanawha Capital Management LLC137,313$4.88M0.53%−1,610−1.2%Reduced
Natixis Advisors, L.P.137,110$4.88M0.02%+8,229+6.4%Added
Gotham Asset Management, LLC136,652$4.86M0.15%−54,286−28.4%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund135,989$4.85M0.06%00.0%Unchanged
Schroder Investment Management Group135,934$4.83M0.01%+2,190+1.6%Added
Yousif Capital Management, LLC135,017$4.80M0.07%+1,611+1.2%Added
PGGM Investments134,391$4.78M0.08%+134,391New
Janney Montgomery Scott LLC132,975$4.73M0.02%−12,176−8.4%Reduced
New York Life Investment Management LLC132,880$4.72M0.06%−1,694−1.3%Reduced
Gulf International Bank (UK) Ltd131,355$4.67M0.09%−1,711−1.3%Reduced
Private Advisor Group, LLC130,564$4.64M0.05%−20,866−13.8%Reduced
Xponance, Inc.128,878$4.58M0.09%+53,722+71.5%Added
Martin Investment Management, LLC128,598$4.57M1.60%+2,186+1.7%Added
Mirae Asset Global Investments Co., Ltd.126,329$4.49M0.01%+2,615+2.1%Added
State of Alaska, Department of Revenue125,780$4.47M0.06%−6,465−4.9%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys123,098$4.38M0.04%−406−0.3%Reduced
Fiduciary Trust Co122,626$4.36M0.09%−7,471−5.7%Reduced
Janus Henderson Group PLC121,505$4.32M0.00%−10,253−7.8%Reduced
D.A. Davidson & Co.120,742$4.29M0.06%−4,553−3.6%Reduced
Texas Permanent School Fund119,079$4.23M0.07%+7,039+6.3%Added
Mutual of America Capital Management LLC116,808$4.15M0.06%+920+0.8%Added
Andra AP-fonden116,300$4.14M0.14%−39,800−25.5%Reduced
Gamco Investors, Inc. Et Al116,039$4.13M0.05%−1,500−1.3%Reduced
CIBC Asset Management Inc114,015$4.05M0.02%+8,565+8.1%Added
Captrust Financial Advisors112,394$4.00M0.02%+39,447+54.1%Added
Arrowstreet Capital, Limited Partnership110,094$3.92M0.01%+110,094New
GPM Growth Investors, Inc.109,969$3.91M2.61%+515+0.5%Added
Wealthfront Advisers LLC109,408$3.89M0.02%+5,874+5.7%Added
Tufton Capital Management108,125$3.84M0.93%−12,109−10.1%Reduced
Ferguson Wellman Capital Management, Inc107,086$3.81M0.15%−336,882−75.9%Reduced
HM Payson & Co106,888$3.80M0.10%−1,524−1.4%Reduced
Cinctive Capital Management LP106,799$3.80M0.17%+1,999+1.9%Added
Worldquant Millennium Advisors LLC104,894$3.73M0.09%−53,372−33.7%Reduced
Telos Capital Management, Inc.104,820$3.73M0.61%−937−0.9%Reduced
Davenport & Co LLC104,208$3.71M0.03%+209+0.2%Added
Public Employees Retirement Association of Colorado103,824$3.69M0.02%00.0%Unchanged
Bahl & Gaynor Inc103,751$3.69M0.02%−551−0.5%Reduced
ProShare Advisors LLC103,615$3.68M0.01%−13,801−11.8%Reduced
CapWealth Advisors, LLC102,282$3.64M0.48%−66−0.1%Reduced
Evoke Wealth, LLC98,847$3.51M0.14%−1,903−1.9%Reduced
Close Asset Management Ltd98,184$3.49M0.20%+630+0.6%Added
Westpac Banking Corp98,152$3.49M0.05%+9,142+10.3%Added
Synovus Financial Corp97,628$3.48M0.04%−4,831−4.7%Reduced
Czech National Bank97,779$3.48M0.10%+97,779New
Regions Financial Corp96,708$3.44M0.03%−2,182−2.2%Reduced
Wesleyan Assurance Society96,200$3.42M0.53%00.0%Unchanged
Putnam Investments LLC96,248$3.42M0.01%−612−0.6%Reduced
Nissay Asset Management Corp95,426$3.39M0.04%+2,824+3.0%Added
Toroso Investments, LLC91,575$3.26M0.14%+10,769+13.3%Added
Public Sector Pension Investment Board90,631$3.22M0.03%+9,040+11.1%Added
Cresset Asset Management, LLC89,294$3.17M0.04%−673−0.7%Reduced
Kestra Advisory Services, LLC88,883$3.16M0.03%−3,280−3.6%Reduced
Northwest Investment Counselors, LLC87,949$3.13M1.02%+2,913+3.4%Added
Cambridge Investment Research Advisors, Inc.87,574$3.11M0.02%−2,352−2.6%Reduced
Bradley Foster & Sargent Inc87,342$3.11M0.09%−4,365−4.8%Reduced
Hall Laurie J Trustee86,955$3.09M1.52%+12,610+17.0%Added
Family Capital Trust Co85,231$3.03M1.39%−1,001−1.2%Reduced
Mercer Global Advisors Inc85,022$3.02M0.02%+6,334+8.0%Added
British Columbia Investment Management Corp83,853$2.98M0.03%−15,379−15.5%Reduced
Lincoln Capital LLC82,764$2.94M0.92%−4,993−5.7%Reduced
Allspring Global Investments Holdings, LLC82,454$2.93M0.01%+3,270+4.1%Added
Bank of Nova Scotia80,942$2.88M0.01%−630−0.8%Reduced
Schonfeld Strategic Advisors LLC80,590$2.87M0.02%−56,291−41.1%Reduced
Andrew Hill Investment Advisors, Inc.80,101$2.85M3.86%−9,604−10.7%Reduced
Hartford Investment Management Co79,603$2.83M0.09%−1,516−1.9%Reduced
Teachers Retirement System of the State of Kentucky78,054$2.78M0.03%+78,054New
Tower Research Capital LLC (TRC)77,129$2.74M0.04%+4,116+5.6%Added
AdvisorNet Financial, Inc76,095$2.71M0.27%+11,532+17.9%Added
United Capital Financial Advisers, LLC75,948$2.70M0.02%+5,314+7.5%Added
Farmers & Merchants Investments Inc75,848$2.70M0.12%−1,022−1.3%Reduced
Clearbridge Investments, LLC75,857$2.70M0.00%−500−0.7%Reduced
Pegasus Asset Management, Inc.75,732$2.69M1.52%+75,732New
Huntington National Bank75,335$2.68M0.03%−8,560−10.2%Reduced
Nordea Investment Management AB73,188$2.63M0.00%+1,263+1.8%Added
Ingalls & Snyder LLC73,463$2.61M0.15%−3,715−4.8%Reduced