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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
Socorro Asset Management LP141,886$5.85M2.54%−3,920−2.7%Reduced
ING Groep NV142,185$5.87M0.06%+121,283+580.2%Added
Churchill Management Corp143,156$5.91M0.14%−17,208−10.7%Reduced
Punch & Associates Investment Management, Inc.145,914$6.02M0.39%+2,582+1.8%Added
Windward Capital Management Co146,470$6.04M0.66%−779−0.5%Reduced
Arrowstreet Capital, Limited Partnership147,309$6.08M0.01%+37,215+33.8%Added
Utah Retirement Systems148,304$6.12M0.10%−3,400−2.2%Reduced
La Banque Postale Asset Management SA149,970$6.19M0.18%+149,970New
M. Kraus & Co150,150$6.19M2.28%+940+0.6%Added
State of Alaska, Department of Revenue151,454$6.25M0.08%+25,674+20.4%Added
Steward Partners Investment Advisory, LLC151,696$6.26M0.11%+4,157+2.8%Added
Philadelphia Trust Co152,280$6.28M0.67%−148−0.1%Reduced
Lombard Odier Asset Management (Switzerland) SA155,330$6.41M0.51%+8,096+5.5%Added
MML Investors Services, LLC155,624$6.42M0.04%+5,346+3.6%Added
Meyer Handelman Co156,625$6.46M0.27%−800−0.5%Reduced
Truist Financial Corp157,736$6.51M0.01%+2,377+1.5%Added
Westpac Banking Corp158,493$6.54M0.10%+60,341+61.5%Added
Commerce Bank159,414$6.58M0.05%−4,525−2.8%Reduced
Fifth Third Bancorp159,826$6.59M0.03%+354+0.2%Added
Raymond James Financial Services Advisors, Inc.160,280$6.61M0.01%−2,914−1.8%Reduced
Peapack Gladstone Financial Corp161,910$6.68M0.13%−1,240−0.8%Reduced
Cutler Investment Counsel LLC161,325$6.68M1.02%−6,044−3.6%Reduced
Jane Street Group, LLC162,564$6.71M0.01%−565,812−77.7%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund162,789$6.72M0.10%+26,800+19.7%Added
Segment Wealth Management, LLC162,866$6.72M0.78%−6,363−3.8%Reduced
Janus Henderson Group PLC166,451$6.87M0.00%+44,946+37.0%Added
Olstein Capital Management, L.P.185,000$7.63M1.20%−10,000−5.1%Reduced
IFM Investors Pty Ltd185,222$7.64M0.13%+29,268+18.8%Added
Clifford Swan Investment Counsel LLC186,460$7.69M0.33%+10,595+6.0%Added
SEI Investments Co187,503$7.74M0.02%−40,050−17.6%Reduced
Artisan Partners Limited Partnership188,022$7.76M0.01%+188,022New
Capital Management Corp193,918$8.00M1.97%−5,613−2.8%Reduced
Trexquant Investment LP194,389$8.02M0.23%−68,432−26.0%Reduced
Mariner, LLC196,279$8.10M0.03%+16,199+9.0%Added
Keybank National Association197,250$8.14M0.04%−5,593−2.8%Reduced
Tredje AP-fonden203,138$8.38M0.14%+5,937+3.0%Added
Oppenheimer & Co Inc205,266$8.47M0.19%−875−0.4%Reduced
Forsta Ap-Fonden209,000$8.62M0.10%+11,700+5.9%Added
State of Tennessee, Treasury Department216,373$8.93M0.04%−10,353−4.6%Reduced
ClariVest Asset Management LLC216,701$8.94M0.43%−5,841−2.6%Reduced
MetLife Investment Management218,383$9.01M0.07%−5,124−2.3%Reduced
Amalgamated Bank218,712$9.02M0.08%+357+0.2%Added
DekaBank Deutsche Girozentrale220,090$9.11M0.02%−8,121−3.6%Reduced
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)222,000$9.16M0.48%00.0%Unchanged
American International Group, Inc.226,366$9.34M0.07%−2,905−1.3%Reduced
USS Investment Management Ltd226,976$9.36M0.13%+67,793+42.6%Added
State of Michigan Retirement System227,325$9.38M0.07%−500−0.2%Reduced
DnB Asset Management AS233,852$9.65M0.07%+15,467+7.1%Added
Canada Pension Plan Investment Board233,997$9.65M0.02%−137,690−37.0%Reduced
Markel Group Inc.SuperinvestorMarkel Group235,000$9.69M0.13%00.0%Unchanged
Arizona State Retirement System238,217$9.83M0.09%+5,317+2.3%Added
Nisa Investment Advisors, LLC239,153$9.87M0.08%−7,775−3.1%Reduced
NFJ Investment Group, LLC246,664$10.2M0.27%+4,136+1.7%Added
Handelsbanken Fonder AB248,294$10.2M0.06%+10,046+4.2%Added
Swiss Life Asset Management Ltd252,283$10.4M0.17%+60,220+31.4%Added
Skandinaviska Enskilda Banken AB (publ)253,627$10.5M0.08%+10,566+4.3%Added
Franklin Resources Inc253,750$10.5M0.01%+14,197+5.9%Added
Prospector Partners LLC257,525$10.6M1.46%+35,900+16.2%Added
Citadel Advisors LLC259,678$10.7M0.01%−5,336,629−95.4%Reduced
Aviva PLC260,118$10.7M0.05%−93,525−26.4%Reduced
Highland Capital Management, LLC264,724$10.9M0.77%−2,199−0.8%Reduced
Baker Chad R267,345$11.0M3.09%00.0%Unchanged
Retirement Systems of Alabama267,905$11.1M0.05%−11,626−4.2%Reduced
Marshall Wace, LLP270,400$11.2M0.03%−140,690−34.2%Reduced
Nomura Asset Management Co Ltd271,378$11.2M0.07%+10,851+4.2%Added
Acadian Asset Management LLC276,032$11.4M0.06%+241,606+701.8%Added
Welch & Forbes LLC278,258$11.5M0.21%−4,925−1.7%Reduced
Steigerwald, Gordon & Koch Inc.278,399$11.5M1.83%+5,788+2.1%Added
Caisse de Depot Et Placement du Quebec280,700$11.6M0.04%+280,700New
LPL Financial LLC282,546$11.7M0.01%+21,283+8.1%Added
Comerica Bank258,745$11.8M0.09%−41,671−13.9%Reduced
Royal London Asset Management Ltd292,068$12.0M0.05%+5,146+1.8%Added
Storebrand Asset Management AS298,148$12.3M0.07%−29,985−9.1%Reduced
Lombard Odier Asset Management (Europe) Ltd299,819$12.4M0.53%00.0%Unchanged
TD Asset Management Inc307,582$12.7M0.02%−904−0.3%Reduced
Teacher Retirement System of Texas312,204$12.9M0.09%+47,651+18.0%Added
Susquehanna International Group, LLP327,495$13.5M0.03%+271,026+480.0%Added
US Bancorp331,632$13.7M0.02%+22,835+7.4%Added
Tocqueville Asset Management L.P.332,370$13.7M0.26%00.0%Unchanged
Voya Investment Management LLC333,441$13.8M0.02%+7,579+2.3%Added
StonePine Asset Management Inc.333,598$13.8M2.58%+333,598New
M&T Bank Corp338,278$14.0M0.06%−2,678−0.8%Reduced
Adage Capital Partners GP, L.L.C.349,594$14.4M0.03%−232,244−39.9%Reduced
Calamos Advisors LLC352,007$14.5M0.07%−62,236−15.0%Reduced
Varma Mutual Pension Insurance Co362,000$14.9M0.21%−159,140−30.5%Reduced
Treasurer of the State of North Carolina362,909$15.0M0.09%−30,123−7.7%Reduced
Commonwealth Equity Services, LLC363,183$15.0M0.04%−3,467−0.9%Reduced
Advisor Group Holdings, Inc.364,986$15.1M0.03%+85,633+30.7%Added
Robeco Institutional Asset Management B.V.369,534$15.2M0.04%+132,650+56.0%Added
Asset Management One Co.,Ltd.368,787$15.4M0.08%−13,989−3.7%Reduced
Gateway Investment Advisers LLC378,680$15.6M0.19%−113,139−23.0%Reduced
Raub Brock Capital Management LP378,716$15.6M3.19%−74,980−16.5%Reduced
Capital International Sarl379,310$15.6M1.10%+98,679+35.2%Added
Professional Advisory Services Inc394,201$16.3M2.65%−21,163−5.1%Reduced
Graham Capital Management, L.P.395,631$16.3M0.62%+3,000+0.8%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.396,378$16.4M0.06%+211,869+114.8%Added
Stifel Financial Corp404,442$16.7M0.03%−25,751−6.0%Reduced
Mn Services Vermogensbeheer B.V.408,500$16.9M0.19%−63,400−13.4%Reduced
KBC Group NV433,333$17.9M0.09%−135,967−23.9%Reduced
Public Employees Retirement System of Ohio443,750$18.3M0.08%+2,778+0.6%Added