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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, Q4 2022

Institutional positions in Carrier Global Corp as of Dec 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
1,219
+89 vs. Q3 2022
Shares held
716.9M
−2.72M (−0.4%) vs. Q3 2022
Total value
$29.6B
+$4.02B (+15.7%) vs. Q3 2022
New holders
151
393 more added
Sold out
62
442 more reduced

24 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 1,219 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 heldQ4 2022: $29.6B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2022.

Institutions holding CARR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc93,020,286$3.84B0.10%+264,882+0.3%Added
Capital World Investors80,989,207$3.34B0.71%+5,745,129+7.6%Added
Capital Research Global Investors78,167,940$3.22B0.97%−4,209,409−5.1%Reduced
BlackRock Inc.58,597,054$2.42B0.08%+432,309+0.7%Added
Capital International Investors56,607,282$2.34B0.63%−1,884,794−3.2%Reduced
State Street Corp32,940,609$1.36B0.08%+24,588+0.1%Added
Geode Capital Management, LLC17,034,851$701.4M0.10%+366,145+2.2%Added
Nuveen Asset Management, LLC16,483,157$679.9M0.26%−625,806−3.7%Reduced
Dodge & Cox16,384,156$675.8M0.46%−1,339,025−7.6%Reduced
Fiera Capital Corp12,188,456$502.8M1.56%−515,229−4.1%Reduced
Northern Trust Corp9,644,976$397.9M0.08%+285,212+3.0%Added
Morgan Stanley9,414,230$388.3M0.04%+1,443,747+18.1%Added
Dimensional Fund Advisors LP7,462,760$307.9M0.11%+67,877+0.9%Added
Norges Bank7,214,083$297.6M0.07%+99,814+1.4%Added
Bank of New York Mellon Corp7,195,070$296.8M0.07%+130,579+1.8%Added
FMR LLC6,409,361$264.4M0.03%+1,026,747+19.1%Added
Legal & General Group Plc5,543,860$228.7M0.09%−296,099−5.1%Reduced
Invesco Ltd.5,277,698$217.7M0.06%−133,047−2.5%Reduced
Fisher Asset Management, LLC5,197,656$214.4M0.14%+315,297+6.5%Added
Burgundy Asset Management Ltd.5,044,274$208.1M2.69%−19,999−0.4%Reduced
Primecap Management Co4,849,272$200.0M0.18%−59,900−1.2%Reduced
UBS Asset Management Americas Inc4,790,985$197.6M0.10%+116,848+2.5%Added
Charles Schwab Investment Management Inc4,574,694$188.7M0.06%+81,082+1.8%Added
Diamond Hill Capital Management Inc4,537,577$187.2M0.85%−531,120−10.5%Reduced
Bank of America Corp4,354,673$179.6M0.02%+96,689+2.3%Added
Victory Capital Management Inc4,138,117$170.7M0.20%+3,804,624+1,140.8%Added
Gates Capital Management, Inc.3,739,727$154.3M5.87%−205,439−5.2%Reduced
Renaissance Technologies LLC3,453,231$142.4M0.19%−1,520,300−30.6%Reduced
Swiss National Bank3,420,485$141.1M0.10%−256,063−7.0%Reduced
Credit Suisse AG3,358,766$138.5M0.15%−110,223−3.2%Reduced
JPMorgan Chase & Co3,149,989$129.9M0.02%+261,828+9.1%Added
Goldman Sachs Group Inc2,997,775$123.7M0.04%−11,457−0.4%Reduced
Brown Advisory Inc2,709,574$111.8M0.21%−3,926−0.1%Reduced
Amundi2,404,248$108.6M0.06%−1,806,124−42.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.2,608,844$107.6M0.09%−161,516−5.8%Reduced
Man Group plc2,275,391$93.9M0.34%+706,645+45.0%Added
Rockefeller Capital Management L.P.2,220,914$91.6M0.46%−481,700−17.8%Reduced
Deutsche Bank AG2,205,089$91.0M0.05%−28,682−1.3%Reduced
Price T Rowe Associates Inc2,152,726$88.8M0.01%+958,516+80.3%Added
Massachusetts Financial Services Co1,872,356$77.2M0.03%+8,613+0.5%Added
Ensign Peak Advisors, Inc1,870,891$77.2M0.17%+57,978+3.2%Added
California Public Employees Retirement System1,824,639$75.3M0.06%−86,193−4.5%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,787,024$73.7M0.50%+13,135+0.7%Added
Royal Bank of Canada1,714,864$70.7M0.02%+517,542+43.2%Added
Mawer Investment Management Ltd.1,651,777$68.1M0.38%+2,721+0.2%Added
Rhumbline Advisers1,585,047$65.4M0.09%+51,060+3.3%Added
Raymond James & Associates1,576,565$65.0M0.06%+3,005+0.2%Added
APG Asset Management N.V.1,565,643$64.6M0.12%+197,745+14.5%Added
Pictet Asset Management SA1,561,743$64.4M0.09%−214,685−12.1%Reduced
National Pension Service1,543,774$63.7M0.13%+37,954+2.5%Added
Causeway Capital Management LLC1,445,803$59.6M1.73%−37,525−2.5%Reduced
California State Teachers Retirement System1,415,960$58.4M0.09%+8,963+0.6%Added
First Republic Investment Management, Inc.1,403,870$57.9M0.13%−4,783−0.3%Reduced
Wells Fargo & Company1,390,400$57.4M0.02%−51,532−3.6%Reduced
Russell Investments Group, Ltd.1,303,834$54.0M0.11%+78,491+6.4%Added
Great West Life Assurance Co1,232,607$51.1M0.13%+23,409+1.9%Added
Clean Energy Transition LLP1,231,054$50.8M8.11%+799,605+185.3%Added
The PNC Financial Services Group, Inc.1,222,780$50.4M0.05%−39,321−3.1%Reduced
Prudential Financial Inc1,220,744$50.4M0.08%+435,957+55.6%Added
Alliancebernstein L.P.1,204,887$49.7M0.02%+3,313+0.3%Added
Scout Investments, Inc.1,202,126$49.6M1.01%+58,335+5.1%Added
Manufacturers Life Insurance Company, The1,178,781$48.6M0.03%−19,164−1.6%Reduced
Envestnet Asset Management Inc1,153,760$47.6M0.02%−55,468−4.6%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC1,138,546$47.0M0.25%+191,062+20.2%Added
Ameriprise Financial Inc1,136,051$46.9M0.02%+5,990+0.5%Added
UBS Group AG1,132,728$46.7M0.02%+219,490+24.0%Added
HighTower Advisors, LLC1,109,623$45.8M0.10%+24,437+2.3%Added
New York State Common Retirement Fund1,068,239$44.1M0.06%−196,299−15.5%Reduced
Principal Financial Group Inc1,064,089$43.9M0.03%+15,639+1.5%Added
Capital Group Private Client Services, Inc.1,046,627$43.2M0.55%−12,430−1.2%Reduced
HSBC Holdings PLC1,039,682$42.8M0.05%+302,762+41.1%Added
Baird Financial Group, Inc.1,037,067$42.8M0.11%−86,128−7.7%Reduced
Clark Capital Management Group, Inc.1,021,142$42.1M0.39%+1,021,142New
Korea Investment CORP1,005,872$41.5M0.13%−9,247−0.9%Reduced
Barclays PLC1,000,658$41.3M0.04%+254,984+34.2%Added
D. E. Shaw & Co., Inc.998,496$41.2M0.07%−985,067−49.7%Reduced
Voloridge Investment Management, LLC991,548$40.9M0.23%−249,853−20.1%Reduced
New York State Teachers Retirement System975,636$40.2M0.10%+2490.0%Added
Reynders McVeigh Capital Management, LLC964,913$39.8M2.92%−17,177−1.7%Reduced
State Board of Administration of Florida Retirement System939,408$38.8M0.09%−25,400−2.6%Reduced
Boston Common Asset Management, LLC889,203$36.7M1.75%−34,887−3.8%Reduced
Point72 Asset Management, L.P.869,720$35.9M0.14%+598,918+221.2%Added
Woodline Partners LP857,227$35.4M0.49%−32,424−3.6%Reduced
Dearborn Partners LLC828,233$34.2M1.38%−27,832−3.3%Reduced
AXA S.A.816,803$33.7M0.12%+392,789+92.6%Added
Industrial Alliance Investment Management Inc.813,530$33.6M0.93%+48,640+6.4%Added
Capital International Inc786,012$32.4M0.70%+31,557+4.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)767,475$31.7M0.17%+187,186+32.3%Added
First Trust Advisors LP721,518$29.8M0.04%−88,093−10.9%Reduced
AQR Capital Management LLC700,714$28.9M0.07%+110,645+18.8%Added
Qube Research & Technologies Ltd645,896$26.6M0.16%+320,698+98.6%Added
Meitav Dash Investments Ltd626,655$26.3M0.45%+2,072+0.3%Added
Capital Group Investment Management Pte. Ltd.628,785$25.9M1.00%+628,785New
Glenmede Trust Co NA626,967$25.9M0.15%−41,840−6.3%Reduced
Davis Selected Advisers622,474$25.7M0.17%−197,449−24.1%Reduced
Bank of Montreal609,227$25.5M0.02%−291,509−32.4%Reduced
Waratah Capital Advisors Ltd.605,629$25.0M1.57%−29,923−4.7%Reduced
CI Private Wealth, LLC602,700$24.9M0.09%+602,700New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.590,999$24.6M0.07%+65,360+12.4%Added
Rheos Capital Works Inc.569,500$23.5M1.41%00.0%Unchanged