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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
Legal & General Group Plc5,543,860$228.7M0.09%−296,099−5.1%Reduced
FMR LLC6,409,361$264.4M0.03%+1,026,747+19.1%Added
Bank of New York Mellon Corp7,195,070$296.8M0.07%+130,579+1.8%Added
Norges Bank7,214,083$297.6M0.07%+99,814+1.4%Added
Dimensional Fund Advisors LP7,462,760$307.9M0.11%+67,877+0.9%Added
Morgan Stanley9,414,230$388.3M0.04%+1,443,747+18.1%Added
Northern Trust Corp9,644,976$397.9M0.08%+285,212+3.0%Added
Fiera Capital Corp12,188,456$502.8M1.56%−515,229−4.1%Reduced
Dodge & Cox16,384,156$675.8M0.46%−1,339,025−7.6%Reduced
Nuveen Asset Management, LLC16,483,157$679.9M0.26%−625,806−3.7%Reduced
Geode Capital Management, LLC17,034,851$701.4M0.10%+366,145+2.2%Added
State Street Corp32,940,609$1.36B0.08%+24,588+0.1%Added
Capital International Investors56,607,282$2.34B0.63%−1,884,794−3.2%Reduced
BlackRock Inc.58,597,054$2.42B0.08%+432,309+0.7%Added
Capital Research Global Investors78,167,940$3.22B0.97%−4,209,409−5.1%Reduced
Capital World Investors80,989,207$3.34B0.71%+5,745,129+7.6%Added
Vanguard Group Inc93,020,286$3.84B0.10%+264,882+0.3%Added
Transamerica Financial Advisors, Inc.1––−420−99.8%Reduced
Sofos Investments, Inc.41––−787−95.0%Reduced
Alyeska Investment Group, L.P.0$00.00%−1,118,741−100.0%Sold out
Moore Capital Management, LP0$00.00%−417,906−100.0%Sold out
Employees Retirement System of Texas0$00.00%−406,712−100.0%Sold out
Duquesne Family Office LLCSuperinvestorDuquesne Family Office0$00.00%−229,590−100.0%Sold out
Appian Way Asset Management LP0$00.00%−200,844−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−197,243−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−181,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−158,653−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−146,210−100.0%Sold out
Cinctive Capital Management LP0$00.00%−106,799−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−104,894−100.0%Sold out
Winton Group Ltd0$00.00%−64,501−100.0%Sold out
Leverage Partners Absolute Return Fund SPC0$00.00%−52,500−100.0%Sold out
CSM Advisors, LLC0$00.00%−46,255−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−42,730−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−31,931−100.0%Sold out
XTX Topco Ltd0$00.00%−28,684−100.0%Sold out
Group One Trading, L.P.0$00.00%−24,835−100.0%Sold out
MQS Management LLC0$00.00%−24,741−100.0%Sold out
Aquila Investment Management LLC0$00.00%−24,000−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−22,407−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−18,637−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−17,120−100.0%Sold out
Meeder Asset Management Inc0$00.00%−16,683−100.0%Sold out
Wright Investors Service Inc0$00.00%−16,253−100.0%Sold out
Silver Oak Securities, Inc0$00.00%−10,273−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−14,004−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−11,162−100.0%Sold out
Washington Trust Bank0$00.00%−8,823−100.0%Sold out
Walleye Capital LLC0$00.00%−8,315−100.0%Sold out
Cutler Group LP0$00.00%−7,319−100.0%Sold out
Diametric Capital, LP0$00.00%−7,153−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−6,714−100.0%Sold out
Ergoteles LLC0$00.00%−6,632−100.0%Sold out
MEMBERS Trust Co0$00.00%−6,082−100.0%Sold out
Tiedemann Advisors, LLC0$00.00%−5,716−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−5,686−100.0%Sold out
Gamble Jones Investment Counsel0$00.00%−4,307−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−3,989−100.0%Sold out
Howe & Rusling Inc0$00.00%−3,435−100.0%Sold out
Ironwood Wealth Management, LLC.0$00.00%−2,631−100.0%Sold out
Hudock, Inc.0$00.00%−2,424−100.0%Sold out
Tevis Investment Management0$00.00%−2,320−100.0%Sold out
Oxler Private Wealth LLC0$00.00%−1,666−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−1,570−100.0%Sold out
Investors Asset Management of Georgia Inc0$00.00%−1,516−100.0%Sold out
Ameliora Wealth Management Ltd.0$00.00%−1,000−100.0%Sold out
Castle Wealth Management LLC0$00.00%−867−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−765−100.0%Sold out
New England Asset Management Inc0$00.00%−453−100.0%Sold out
West Bancorporation Inc0$00.00%−460−100.0%Sold out
Cowa, LLC0$00.00%−460−100.0%Sold out
Kessler Investment Group, LLC0$00.00%−374−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−364−100.0%Sold out
Professional Financial Advisors, LLC0$00.00%−217−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−163−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−56−100.0%Sold out
Standard Family Office LLC0$00.00%−47−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−19,381−100.0%Sold out
Stapp Wealth Management, PLLC0$00.00%−27−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−9−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−13−100.0%Sold out
Eaton Vance Management––––Not filed
Roosevelt Investment Group LLC––––Not filed
Andrew Hill Investment Advisors, Inc.––––Not filed
American Portfolios Advisors––––Not filed
Regentatlantic Capital LLC––––Not filed
Wilen Investment Management Corp.––––Not filed
Dowling & Yahnke LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Shikiar Asset Management Inc––––Not filed
55I, LLC––––Not filed
Jefferies Group LLC––––Not filed
Spearhead Capital Advisors, LLC––––Not filed
BTR Capital Management Inc––––Not filed
Cornerstone Wealth Management, LLC––––Not filed
Covington Capital Management––––Not filed
Kore Private Wealth LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
Surevest, LLC––––Not filed