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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 158,493 | $6.54M | 0.10% | +60,341+61.5% | Added |
| Truist Financial Corp | 157,736 | $6.51M | 0.01% | +2,377+1.5% | Added |
| Meyer Handelman Co | 156,625 | $6.46M | 0.27% | −800−0.5% | Reduced |
| MML Investors Services, LLC | 155,624 | $6.42M | 0.04% | +5,346+3.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 155,330 | $6.41M | 0.51% | +8,096+5.5% | Added |
| Philadelphia Trust Co | 152,280 | $6.28M | 0.67% | −148−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 151,696 | $6.26M | 0.11% | +4,157+2.8% | Added |
| State of Alaska, Department of Revenue | 151,454 | $6.25M | 0.08% | +25,674+20.4% | Added |
| M. Kraus & Co | 150,150 | $6.19M | 2.28% | +940+0.6% | Added |
| La Banque Postale Asset Management SA | 149,970 | $6.19M | 0.18% | +149,970 | New |
| Utah Retirement Systems | 148,304 | $6.12M | 0.10% | −3,400−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 147,309 | $6.08M | 0.01% | +37,215+33.8% | Added |
| Windward Capital Management Co | 146,470 | $6.04M | 0.66% | −779−0.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 145,914 | $6.02M | 0.39% | +2,582+1.8% | Added |
| Churchill Management Corp | 143,156 | $5.91M | 0.14% | −17,208−10.7% | Reduced |
| ING Groep NV | 142,185 | $5.87M | 0.06% | +121,283+580.2% | Added |
| Socorro Asset Management LP | 141,886 | $5.85M | 2.54% | −3,920−2.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 141,357 | $5.83M | 0.05% | +18,259+14.8% | Added |
| Neuberger Berman Group LLC | 140,686 | $5.80M | 0.01% | −10,513−7.0% | Reduced |
| Bank of Nova Scotia | 140,382 | $5.79M | 0.01% | +59,440+73.4% | Added |
| Intech Investment Management LLC | 140,205 | $5.78M | 0.04% | −46,063−24.7% | Reduced |
| Yousif Capital Management, LLC | 139,273 | $5.75M | 0.08% | +4,256+3.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 138,315 | $5.71M | 0.01% | +11,986+9.5% | Added |
| Xponance, Inc. | 137,418 | $5.67M | 0.09% | +8,540+6.6% | Added |
| Andra AP-fonden | 136,000 | $5.61M | 0.17% | +19,700+16.9% | Added |
| Kanawha Capital Management LLC | 135,876 | $5.61M | 0.55% | −1,437−1.0% | Reduced |
| Janney Montgomery Scott LLC | 133,778 | $5.52M | 0.02% | +803+0.6% | Added |
| New York Life Investment Management LLC | 131,907 | $5.44M | 0.06% | −973−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 131,355 | $5.42M | 0.10% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 131,284 | $5.42M | 0.02% | −5,826−4.2% | Reduced |
| Kestra Advisory Services, LLC | 131,002 | $5.40M | 0.05% | +42,119+47.4% | Added |
| Comerica Securities,inc. | 130,028 | $5.39M | 0.39% | −13,866−9.6% | Reduced |
| Martin Investment Management, LLC | 130,120 | $5.37M | 1.68% | +1,522+1.2% | Added |
| Fayez Sarofim & Co | 126,070 | $5.20M | 0.02% | −11,380−8.3% | Reduced |
| Candriam Luxembourg S.C.A. | 125,145 | $5.16M | 0.03% | −13,040−9.4% | Reduced |
| Schroder Investment Management Group | 123,544 | $5.10M | 0.01% | −12,390−9.1% | Reduced |
| CIBC Asset Management Inc | 121,301 | $5.00M | 0.02% | +7,286+6.4% | Added |
| Mutual of America Capital Management LLC | 119,756 | $4.94M | 0.06% | +2,948+2.5% | Added |
| D.A. Davidson & Co. | 118,877 | $4.91M | 0.06% | −1,865−1.5% | Reduced |
| Texas Permanent School Fund | 118,816 | $4.90M | 0.07% | −263−0.2% | Reduced |
| Fiduciary Trust Co | 118,612 | $4.89M | 0.10% | −4,014−3.3% | Reduced |
| Achmea Investment Management B.V. | 123,110 | $4.76M | 0.16% | +74,789+154.8% | Added |
| Toroso Investments, LLC | 114,679 | $4.73M | 0.18% | +23,104+25.2% | Added |
| Balyasny Asset Management LLC | 114,252 | $4.71M | 0.02% | +114,252 | New |
| Captrust Financial Advisors | 112,735 | $4.65M | 0.02% | +341+0.3% | Added |
| Telos Capital Management, Inc. | 112,024 | $4.62M | 0.67% | +7,204+6.9% | Added |
| Nordwand Advisors, LLC | 110,565 | $4.56M | 0.57% | +110,565 | New |
| GPM Growth Investors, Inc. | 109,964 | $4.54M | 2.75% | −50.0% | Reduced |
| Interval Partners, LP | 109,891 | $4.53M | 0.36% | −206,980−65.3% | Reduced |
| Connecticut Wealth Management, LLC | 107,799 | $4.45M | 0.38% | −271,530−71.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 107,775 | $4.45M | 0.12% | +689+0.6% | Added |
| Van Eck Associates Corp | 106,820 | $4.41M | 0.01% | +106,820 | New |
| Tufton Capital Management | 106,398 | $4.39M | 0.97% | −1,727−1.6% | Reduced |
| Gamco Investors, Inc. Et Al | 104,989 | $4.33M | 0.05% | −11,050−9.5% | Reduced |
| Public Sector Pension Investment Board | 104,342 | $4.30M | 0.03% | +13,711+15.1% | Added |
| CapWealth Advisors, LLC | 104,081 | $4.29M | 0.50% | +1,799+1.8% | Added |
| Public Employees Retirement Association of Colorado | 103,824 | $4.28M | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 103,664 | $4.28M | 0.02% | +490.0% | Added |
| Riverview Capital Advisers, LLC | 103,024 | $4.25M | 2.28% | +80,137+350.1% | Added |
| Allianz Asset Management GmbH | 102,579 | $4.23M | 0.01% | −47,279−31.5% | Reduced |
| Davenport & Co LLC | 101,451 | $4.18M | 0.03% | −2,757−2.6% | Reduced |
| Bahl & Gaynor Inc | 101,299 | $4.18M | 0.03% | −2,452−2.4% | Reduced |
| HM Payson & Co | 100,455 | $4.14M | 0.10% | −6,433−6.0% | Reduced |
| Synovus Financial Corp | 99,357 | $4.10M | 0.05% | +1,729+1.8% | Added |
| Evoke Wealth, LLC | 107,053 | $4.08M | 0.15% | +8,206+8.3% | Added |
| Close Asset Management Ltd | 98,534 | $4.07M | 0.22% | +350+0.4% | Added |
| CIBC World Markets Corp | 98,315 | $4.06M | 0.03% | +85,545+669.9% | Added |
| PGGM Investments | 98,262 | $4.05M | 0.07% | −36,129−26.9% | Reduced |
| Czech National Bank | 97,885 | $4.04M | 0.11% | +106+0.1% | Added |
| Wesleyan Assurance Society | 96,200 | $3.97M | 0.49% | 00.0% | Unchanged |
| Regions Financial Corp | 96,069 | $3.96M | 0.04% | −639−0.7% | Reduced |
| Putnam Investments LLC | 95,090 | $3.92M | 0.01% | −1,158−1.2% | Reduced |
| Nissay Asset Management Corp | 94,023 | $3.88M | 0.04% | −1,403−1.5% | Reduced |
| Hall Laurie J Trustee | 93,795 | $3.87M | 1.74% | +6,840+7.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 93,361 | $3.85M | 0.02% | +5,787+6.6% | Added |
| Northwest Investment Counselors, LLC | 93,010 | $3.84M | 1.11% | +5,061+5.8% | Added |
| Cresset Asset Management, LLC | 92,218 | $3.80M | 0.05% | +2,924+3.3% | Added |
| Souders Financial Advisors | 87,665 | $3.62M | 0.83% | +19,839+29.2% | Added |
| Holocene Advisors, LP | 85,636 | $3.53M | 0.02% | +47,011+121.7% | Added |
| Bradley Foster & Sargent Inc | 85,532 | $3.53M | 0.09% | −1,810−2.1% | Reduced |
| Family Capital Trust Co | 85,416 | $3.52M | 1.43% | +185+0.2% | Added |
| AdvisorNet Financial, Inc | 79,934 | $3.30M | 0.32% | +3,839+5.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 79,199 | $3.27M | 0.08% | +10,000+14.5% | Added |
| Teachers Retirement System of the State of Kentucky | 78,054 | $3.22M | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 78,019 | $3.22M | 0.13% | +8,763+12.7% | Added |
| FIL Ltd | 78,018 | $3.22M | 0.00% | +15,462+24.7% | Added |
| MU Investments Co., Ltd. | 76,790 | $3.21M | 4.12% | +76,790 | New |
| Natixis | 76,620 | $3.16M | 0.02% | +23,326+43.8% | Added |
| Clearbridge Investments, LLC | 75,857 | $3.13M | 0.00% | 00.0% | Unchanged |
| Lincoln Capital LLC | 75,835 | $3.13M | 0.90% | −6,929−8.4% | Reduced |
| Pegasus Asset Management, Inc. | 75,753 | $3.12M | 1.69% | +210.0% | Added |
| Farmers & Merchants Investments Inc | 75,514 | $3.11M | 0.13% | −334−0.4% | Reduced |
| Pathstone Family Office, LLC | 44,694 | $3.09M | 0.06% | +17,399+63.7% | Added |
| Pearl River Capital, LLC | 74,868 | $3.09M | 0.52% | +13,398+21.8% | Added |
| British Columbia Investment Management Corp | 74,654 | $3.08M | 0.03% | −9,199−11.0% | Reduced |
| Parsons Capital Management Inc | 74,426 | $3.07M | 0.26% | +35,528+91.3% | Added |
| United Capital Financial Advisers, LLC | 73,313 | $3.02M | 0.02% | −2,635−3.5% | Reduced |
| Ingalls & Snyder LLC | 72,423 | $2.99M | 0.16% | −1,040−1.4% | Reduced |
| Virginia Retirement Systems Et Al | 72,100 | $2.97M | 0.03% | +23,300+47.7% | Added |
| Gilman Hill Asset Management, LLC | 71,932 | $2.97M | 0.61% | +4,575+6.8% | Added |