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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,654 | $53.1B |
| Q1 2026 | 1,502 | $40.4B |
| Q4 2025 | 1,511 | $37.1B |
| Q3 2025 | 1,491 | $42.3B |
| Q2 2025 | 1,587 | $52.7B |
| Q1 2025 | 1,525 | $45.6B |
| Q4 2024 | 1,560 | $50.2B |
| Q3 2024 | 1,553 | $60.3B |
| Q2 2024 | 1,453 | $47.6B |
| Q1 2024 | 1,414 | $44.0B |
| Q4 2023 | 1,398 | $43.6B |
| Q3 2023 | 1,316 | $42.9B |
| Q2 2023 | 1,261 | $38.3B |
| Q1 2023 | 1,240 | $33.5B |
| Q4 2022 | 1,219 | $29.6B |
| Q3 2022 | 1,154 | $25.6B |
| Q2 2022 | 1,174 | $25.8B |
| Q1 2022 | 1,264 | $33.9B |
| Q4 2021 | 1,347 | $39.9B |
| Q3 2021 | 1,274 | $38.4B |
| Q2 2021 | 1,249 | $35.7B |
| Q1 2021 | 1,220 | $31.1B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 59,238 | $2.69M | 0.02% | +9,104+18.2% | Added |
| Eqis Capital Management, Inc. | 66,042 | $2.72M | 0.31% | −4,273−6.1% | Reduced |
| Kentucky Retirement Systems | 66,167 | $2.73M | 0.11% | +290+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 66,284 | $2.73M | 0.06% | +5,396+8.9% | Added |
| Maryland State Retirement & Pension System | 66,402 | $2.74M | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 66,774 | $2.75M | 0.01% | −18,248−21.5% | Reduced |
| Huntington National Bank | 66,797 | $2.76M | 0.03% | −8,538−11.3% | Reduced |
| GAM Holding AG | 67,547 | $2.79M | 0.22% | −104−0.2% | Reduced |
| Prudential PLC | 67,858 | $2.80M | 0.04% | +23,777+53.9% | Added |
| Crossmark Global Holdings, Inc. | 68,520 | $2.83M | 0.07% | +2,344+3.5% | Added |
| Securian Asset Management, Inc | 68,649 | $2.83M | 0.08% | +223+0.3% | Added |
| Patten Group, Inc. | 68,960 | $2.84M | 0.89% | +2,331+3.5% | Added |
| Lazard Asset Management LLC | 69,855 | $2.88M | 0.00% | +74+0.1% | Added |
| Cetera Advisor Networks LLC | 70,461 | $2.91M | 0.02% | +32,312+84.7% | Added |
| Squarepoint Ops LLC | 71,218 | $2.94M | 0.02% | +24,097+51.1% | Added |
| Gabelli Funds LLC | 71,500 | $2.95M | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 71,516 | $2.95M | 0.00% | +5,884+9.0% | Added |
| Gilman Hill Asset Management, LLC | 71,932 | $2.97M | 0.61% | +4,575+6.8% | Added |
| Virginia Retirement Systems Et Al | 72,100 | $2.97M | 0.03% | +23,300+47.7% | Added |
| Ingalls & Snyder LLC | 72,423 | $2.99M | 0.16% | −1,040−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 73,313 | $3.02M | 0.02% | −2,635−3.5% | Reduced |
| Parsons Capital Management Inc | 74,426 | $3.07M | 0.26% | +35,528+91.3% | Added |
| British Columbia Investment Management Corp | 74,654 | $3.08M | 0.03% | −9,199−11.0% | Reduced |
| Pearl River Capital, LLC | 74,868 | $3.09M | 0.52% | +13,398+21.8% | Added |
| Pathstone Family Office, LLC | 44,694 | $3.09M | 0.06% | +17,399+63.7% | Added |
| Farmers & Merchants Investments Inc | 75,514 | $3.11M | 0.13% | −334−0.4% | Reduced |
| Pegasus Asset Management, Inc. | 75,753 | $3.12M | 1.69% | +210.0% | Added |
| Lincoln Capital LLC | 75,835 | $3.13M | 0.90% | −6,929−8.4% | Reduced |
| Clearbridge Investments, LLC | 75,857 | $3.13M | 0.00% | 00.0% | Unchanged |
| Natixis | 76,620 | $3.16M | 0.02% | +23,326+43.8% | Added |
| MU Investments Co., Ltd. | 76,790 | $3.21M | 4.12% | +76,790 | New |
| FIL Ltd | 78,018 | $3.22M | 0.00% | +15,462+24.7% | Added |
| Snowden Capital Advisors LLC | 78,019 | $3.22M | 0.13% | +8,763+12.7% | Added |
| Teachers Retirement System of the State of Kentucky | 78,054 | $3.22M | 0.03% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 79,199 | $3.27M | 0.08% | +10,000+14.5% | Added |
| AdvisorNet Financial, Inc | 79,934 | $3.30M | 0.32% | +3,839+5.0% | Added |
| Family Capital Trust Co | 85,416 | $3.52M | 1.43% | +185+0.2% | Added |
| Bradley Foster & Sargent Inc | 85,532 | $3.53M | 0.09% | −1,810−2.1% | Reduced |
| Holocene Advisors, LP | 85,636 | $3.53M | 0.02% | +47,011+121.7% | Added |
| Souders Financial Advisors | 87,665 | $3.62M | 0.83% | +19,839+29.2% | Added |
| Cresset Asset Management, LLC | 92,218 | $3.80M | 0.05% | +2,924+3.3% | Added |
| Northwest Investment Counselors, LLC | 93,010 | $3.84M | 1.11% | +5,061+5.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 93,361 | $3.85M | 0.02% | +5,787+6.6% | Added |
| Hall Laurie J Trustee | 93,795 | $3.87M | 1.74% | +6,840+7.9% | Added |
| Nissay Asset Management Corp | 94,023 | $3.88M | 0.04% | −1,403−1.5% | Reduced |
| Putnam Investments LLC | 95,090 | $3.92M | 0.01% | −1,158−1.2% | Reduced |
| Regions Financial Corp | 96,069 | $3.96M | 0.04% | −639−0.7% | Reduced |
| Wesleyan Assurance Society | 96,200 | $3.97M | 0.49% | 00.0% | Unchanged |
| Czech National Bank | 97,885 | $4.04M | 0.11% | +106+0.1% | Added |
| PGGM Investments | 98,262 | $4.05M | 0.07% | −36,129−26.9% | Reduced |
| CIBC World Markets Corp | 98,315 | $4.06M | 0.03% | +85,545+669.9% | Added |
| Close Asset Management Ltd | 98,534 | $4.07M | 0.22% | +350+0.4% | Added |
| Evoke Wealth, LLC | 107,053 | $4.08M | 0.15% | +8,206+8.3% | Added |
| Synovus Financial Corp | 99,357 | $4.10M | 0.05% | +1,729+1.8% | Added |
| HM Payson & Co | 100,455 | $4.14M | 0.10% | −6,433−6.0% | Reduced |
| Bahl & Gaynor Inc | 101,299 | $4.18M | 0.03% | −2,452−2.4% | Reduced |
| Davenport & Co LLC | 101,451 | $4.18M | 0.03% | −2,757−2.6% | Reduced |
| Allianz Asset Management GmbH | 102,579 | $4.23M | 0.01% | −47,279−31.5% | Reduced |
| Riverview Capital Advisers, LLC | 103,024 | $4.25M | 2.28% | +80,137+350.1% | Added |
| ProShare Advisors LLC | 103,664 | $4.28M | 0.02% | +490.0% | Added |
| Public Employees Retirement Association of Colorado | 103,824 | $4.28M | 0.02% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 104,081 | $4.29M | 0.50% | +1,799+1.8% | Added |
| Public Sector Pension Investment Board | 104,342 | $4.30M | 0.03% | +13,711+15.1% | Added |
| Gamco Investors, Inc. Et Al | 104,989 | $4.33M | 0.05% | −11,050−9.5% | Reduced |
| Tufton Capital Management | 106,398 | $4.39M | 0.97% | −1,727−1.6% | Reduced |
| Van Eck Associates Corp | 106,820 | $4.41M | 0.01% | +106,820 | New |
| Ferguson Wellman Capital Management, Inc | 107,775 | $4.45M | 0.12% | +689+0.6% | Added |
| Connecticut Wealth Management, LLC | 107,799 | $4.45M | 0.38% | −271,530−71.6% | Reduced |
| Interval Partners, LP | 109,891 | $4.53M | 0.36% | −206,980−65.3% | Reduced |
| GPM Growth Investors, Inc. | 109,964 | $4.54M | 2.75% | −50.0% | Reduced |
| Nordwand Advisors, LLC | 110,565 | $4.56M | 0.57% | +110,565 | New |
| Telos Capital Management, Inc. | 112,024 | $4.62M | 0.67% | +7,204+6.9% | Added |
| Captrust Financial Advisors | 112,735 | $4.65M | 0.02% | +341+0.3% | Added |
| Balyasny Asset Management LLC | 114,252 | $4.71M | 0.02% | +114,252 | New |
| Toroso Investments, LLC | 114,679 | $4.73M | 0.18% | +23,104+25.2% | Added |
| Achmea Investment Management B.V. | 123,110 | $4.76M | 0.16% | +74,789+154.8% | Added |
| Fiduciary Trust Co | 118,612 | $4.89M | 0.10% | −4,014−3.3% | Reduced |
| Texas Permanent School Fund | 118,816 | $4.90M | 0.07% | −263−0.2% | Reduced |
| D.A. Davidson & Co. | 118,877 | $4.91M | 0.06% | −1,865−1.5% | Reduced |
| Mutual of America Capital Management LLC | 119,756 | $4.94M | 0.06% | +2,948+2.5% | Added |
| CIBC Asset Management Inc | 121,301 | $5.00M | 0.02% | +7,286+6.4% | Added |
| Schroder Investment Management Group | 123,544 | $5.10M | 0.01% | −12,390−9.1% | Reduced |
| Candriam Luxembourg S.C.A. | 125,145 | $5.16M | 0.03% | −13,040−9.4% | Reduced |
| Fayez Sarofim & Co | 126,070 | $5.20M | 0.02% | −11,380−8.3% | Reduced |
| Martin Investment Management, LLC | 130,120 | $5.37M | 1.68% | +1,522+1.2% | Added |
| Comerica Securities,inc. | 130,028 | $5.39M | 0.39% | −13,866−9.6% | Reduced |
| Kestra Advisory Services, LLC | 131,002 | $5.40M | 0.05% | +42,119+47.4% | Added |
| Natixis Advisors, L.P. | 131,284 | $5.42M | 0.02% | −5,826−4.2% | Reduced |
| Gulf International Bank (UK) Ltd | 131,355 | $5.42M | 0.10% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 131,907 | $5.44M | 0.06% | −973−0.7% | Reduced |
| Janney Montgomery Scott LLC | 133,778 | $5.52M | 0.02% | +803+0.6% | Added |
| Kanawha Capital Management LLC | 135,876 | $5.61M | 0.55% | −1,437−1.0% | Reduced |
| Andra AP-fonden | 136,000 | $5.61M | 0.17% | +19,700+16.9% | Added |
| Xponance, Inc. | 137,418 | $5.67M | 0.09% | +8,540+6.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 138,315 | $5.71M | 0.01% | +11,986+9.5% | Added |
| Yousif Capital Management, LLC | 139,273 | $5.75M | 0.08% | +4,256+3.2% | Added |
| Intech Investment Management LLC | 140,205 | $5.78M | 0.04% | −46,063−24.7% | Reduced |
| Bank of Nova Scotia | 140,382 | $5.79M | 0.01% | +59,440+73.4% | Added |
| Neuberger Berman Group LLC | 140,686 | $5.80M | 0.01% | −10,513−7.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 141,357 | $5.83M | 0.05% | +18,259+14.8% | Added |