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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 446,390 | $18.4M | 0.86% | +113,387+34.0% | Added |
| Standard Life Aberdeen plc | 450,443 | $18.6M | 0.05% | +31,327+7.5% | Added |
| Citigroup Inc | 453,737 | $18.7M | 0.03% | −28,276−5.9% | Reduced |
| Swedbank AB | 455,596 | $18.8M | 0.04% | −1,600−0.3% | Reduced |
| Millennium Management LLC | 460,977 | $19.0M | 0.02% | −720,654−61.0% | Reduced |
| State of Wisconsin Investment Board | 468,284 | $19.3M | 0.06% | −103,420−18.1% | Reduced |
| Creative Planning | 470,710 | $19.4M | 0.03% | −19,183−3.9% | Reduced |
| Toronto Dominion Bank | 471,611 | $19.4M | 0.03% | +55,676+13.4% | Added |
| State of New Jersey Common Pension Fund D | 481,491 | $19.9M | 0.08% | −10,757−2.2% | Reduced |
| Two Sigma Advisers, LP | 481,600 | $19.9M | 0.06% | −1,005,100−67.6% | Reduced |
| National Bank of Canada | 484,627 | $20.0M | 0.05% | +11,004+2.3% | Added |
| Brandywine Global Investment Management, LLC | 485,988 | $20.0M | 0.16% | +26,086+5.7% | Added |
| Los Angeles Capital Management LLC | 487,789 | $20.1M | 0.10% | +211,493+76.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 488,982 | $20.2M | 0.09% | −32,900−6.3% | Reduced |
| Capital International Ltd | 496,343 | $20.5M | 1.41% | +75,576+18.0% | Added |
| Delta Asset Management LLC | 534,982 | $22.1M | 2.40% | −1,969−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 538,653 | $22.2M | 0.06% | +28,705+5.6% | Added |
| Rheos Capital Works Inc. | 569,500 | $23.5M | 1.41% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 590,999 | $24.6M | 0.07% | +65,360+12.4% | Added |
| CI Private Wealth, LLC | 602,700 | $24.9M | 0.09% | +602,700 | New |
| Waratah Capital Advisors Ltd. | 605,629 | $25.0M | 1.57% | −29,923−4.7% | Reduced |
| Bank of Montreal | 609,227 | $25.5M | 0.02% | −291,509−32.4% | Reduced |
| Davis Selected Advisers | 622,474 | $25.7M | 0.17% | −197,449−24.1% | Reduced |
| Glenmede Trust Co NA | 626,967 | $25.9M | 0.15% | −41,840−6.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 628,785 | $25.9M | 1.00% | +628,785 | New |
| Meitav Dash Investments Ltd | 626,655 | $26.3M | 0.45% | +2,072+0.3% | Added |
| Qube Research & Technologies Ltd | 645,896 | $26.6M | 0.16% | +320,698+98.6% | Added |
| AQR Capital Management LLC | 700,714 | $28.9M | 0.07% | +110,645+18.8% | Added |
| First Trust Advisors LP | 721,518 | $29.8M | 0.04% | −88,093−10.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 767,475 | $31.7M | 0.17% | +187,186+32.3% | Added |
| Capital International Inc | 786,012 | $32.4M | 0.70% | +31,557+4.2% | Added |
| Industrial Alliance Investment Management Inc. | 813,530 | $33.6M | 0.93% | +48,640+6.4% | Added |
| AXA S.A. | 816,803 | $33.7M | 0.12% | +392,789+92.6% | Added |
| Dearborn Partners LLC | 828,233 | $34.2M | 1.38% | −27,832−3.3% | Reduced |
| Woodline Partners LP | 857,227 | $35.4M | 0.49% | −32,424−3.6% | Reduced |
| Point72 Asset Management, L.P. | 869,720 | $35.9M | 0.14% | +598,918+221.2% | Added |
| Boston Common Asset Management, LLC | 889,203 | $36.7M | 1.75% | −34,887−3.8% | Reduced |
| State Board of Administration of Florida Retirement System | 939,408 | $38.8M | 0.09% | −25,400−2.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 964,913 | $39.8M | 2.92% | −17,177−1.7% | Reduced |
| New York State Teachers Retirement System | 975,636 | $40.2M | 0.10% | +2490.0% | Added |
| Voloridge Investment Management, LLC | 991,548 | $40.9M | 0.23% | −249,853−20.1% | Reduced |
| D. E. Shaw & Co., Inc. | 998,496 | $41.2M | 0.07% | −985,067−49.7% | Reduced |
| Barclays PLC | 1,000,658 | $41.3M | 0.04% | +254,984+34.2% | Added |
| Korea Investment CORP | 1,005,872 | $41.5M | 0.13% | −9,247−0.9% | Reduced |
| Clark Capital Management Group, Inc. | 1,021,142 | $42.1M | 0.39% | +1,021,142 | New |
| Baird Financial Group, Inc. | 1,037,067 | $42.8M | 0.11% | −86,128−7.7% | Reduced |
| HSBC Holdings PLC | 1,039,682 | $42.8M | 0.05% | +302,762+41.1% | Added |
| Capital Group Private Client Services, Inc. | 1,046,627 | $43.2M | 0.55% | −12,430−1.2% | Reduced |
| Principal Financial Group Inc | 1,064,089 | $43.9M | 0.03% | +15,639+1.5% | Added |
| New York State Common Retirement Fund | 1,068,239 | $44.1M | 0.06% | −196,299−15.5% | Reduced |
| HighTower Advisors, LLC | 1,109,623 | $45.8M | 0.10% | +24,437+2.3% | Added |
| UBS Group AG | 1,132,728 | $46.7M | 0.02% | +219,490+24.0% | Added |
| Ameriprise Financial Inc | 1,136,051 | $46.9M | 0.02% | +5,990+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,138,546 | $47.0M | 0.25% | +191,062+20.2% | Added |
| Envestnet Asset Management Inc | 1,153,760 | $47.6M | 0.02% | −55,468−4.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,178,781 | $48.6M | 0.03% | −19,164−1.6% | Reduced |
| Scout Investments, Inc. | 1,202,126 | $49.6M | 1.01% | +58,335+5.1% | Added |
| Alliancebernstein L.P. | 1,204,887 | $49.7M | 0.02% | +3,313+0.3% | Added |
| Prudential Financial Inc | 1,220,744 | $50.4M | 0.08% | +435,957+55.6% | Added |
| The PNC Financial Services Group, Inc. | 1,222,780 | $50.4M | 0.05% | −39,321−3.1% | Reduced |
| Clean Energy Transition LLP | 1,231,054 | $50.8M | 8.11% | +799,605+185.3% | Added |
| Great West Life Assurance Co | 1,232,607 | $51.1M | 0.13% | +23,409+1.9% | Added |
| Russell Investments Group, Ltd. | 1,303,834 | $54.0M | 0.11% | +78,491+6.4% | Added |
| Wells Fargo & Company | 1,390,400 | $57.4M | 0.02% | −51,532−3.6% | Reduced |
| First Republic Investment Management, Inc. | 1,403,870 | $57.9M | 0.13% | −4,783−0.3% | Reduced |
| California State Teachers Retirement System | 1,415,960 | $58.4M | 0.09% | +8,963+0.6% | Added |
| Causeway Capital Management LLC | 1,445,803 | $59.6M | 1.73% | −37,525−2.5% | Reduced |
| National Pension Service | 1,543,774 | $63.7M | 0.13% | +37,954+2.5% | Added |
| Pictet Asset Management SA | 1,561,743 | $64.4M | 0.09% | −214,685−12.1% | Reduced |
| APG Asset Management N.V. | 1,565,643 | $64.6M | 0.12% | +197,745+14.5% | Added |
| Raymond James & Associates | 1,576,565 | $65.0M | 0.06% | +3,005+0.2% | Added |
| Rhumbline Advisers | 1,585,047 | $65.4M | 0.09% | +51,060+3.3% | Added |
| Mawer Investment Management Ltd. | 1,651,777 | $68.1M | 0.38% | +2,721+0.2% | Added |
| Royal Bank of Canada | 1,714,864 | $70.7M | 0.02% | +517,542+43.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,787,024 | $73.7M | 0.50% | +13,135+0.7% | Added |
| California Public Employees Retirement System | 1,824,639 | $75.3M | 0.06% | −86,193−4.5% | Reduced |
| Ensign Peak Advisors, Inc | 1,870,891 | $77.2M | 0.17% | +57,978+3.2% | Added |
| Massachusetts Financial Services Co | 1,872,356 | $77.2M | 0.03% | +8,613+0.5% | Added |
| Price T Rowe Associates Inc | 2,152,726 | $88.8M | 0.01% | +958,516+80.3% | Added |
| Deutsche Bank AG | 2,205,089 | $91.0M | 0.05% | −28,682−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 2,220,914 | $91.6M | 0.46% | −481,700−17.8% | Reduced |
| Man Group plc | 2,275,391 | $93.9M | 0.34% | +706,645+45.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,608,844 | $107.6M | 0.09% | −161,516−5.8% | Reduced |
| Amundi | 2,404,248 | $108.6M | 0.06% | −1,806,124−42.9% | Reduced |
| Brown Advisory Inc | 2,709,574 | $111.8M | 0.21% | −3,926−0.1% | Reduced |
| Goldman Sachs Group Inc | 2,997,775 | $123.7M | 0.04% | −11,457−0.4% | Reduced |
| JPMorgan Chase & Co | 3,149,989 | $129.9M | 0.02% | +261,828+9.1% | Added |
| Credit Suisse AG | 3,358,766 | $138.5M | 0.15% | −110,223−3.2% | Reduced |
| Swiss National Bank | 3,420,485 | $141.1M | 0.10% | −256,063−7.0% | Reduced |
| Renaissance Technologies LLC | 3,453,231 | $142.4M | 0.19% | −1,520,300−30.6% | Reduced |
| Gates Capital Management, Inc. | 3,739,727 | $154.3M | 5.87% | −205,439−5.2% | Reduced |
| Victory Capital Management Inc | 4,138,117 | $170.7M | 0.20% | +3,804,624+1,140.8% | Added |
| Bank of America Corp | 4,354,673 | $179.6M | 0.02% | +96,689+2.3% | Added |
| Diamond Hill Capital Management Inc | 4,537,577 | $187.2M | 0.85% | −531,120−10.5% | Reduced |
| Charles Schwab Investment Management Inc | 4,574,694 | $188.7M | 0.06% | +81,082+1.8% | Added |
| UBS Asset Management Americas Inc | 4,790,985 | $197.6M | 0.10% | +116,848+2.5% | Added |
| Primecap Management Co | 4,849,272 | $200.0M | 0.18% | −59,900−1.2% | Reduced |
| Burgundy Asset Management Ltd. | 5,044,274 | $208.1M | 2.69% | −19,999−0.4% | Reduced |
| Fisher Asset Management, LLC | 5,197,656 | $214.4M | 0.14% | +315,297+6.5% | Added |
| Invesco Ltd. | 5,277,698 | $217.7M | 0.06% | −133,047−2.5% | Reduced |