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, Q1 2023
Institutional positions in Carrier Global Corp as of Mar 31, 2023. 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
- 1,240
- +51 vs. Q4 2022
- Shares held
- 733.1M
- +16.8M (+2.3%) vs. Q4 2022
- Total value
- $33.5B
- +$3.99B (+13.5%) vs. Q4 2022
- New holders
- 121
- 405 more added
- Sold out
- 70
- 466 more reduced
30 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 94,572,596 | $4.33B | 0.11% | +1,552,310+1.7% | Added |
| Capital Research Global Investors | 77,075,769 | $3.53B | 1.01% | −1,092,171−1.4% | Reduced |
| Capital World Investors | 72,760,311 | $3.33B | 0.69% | −8,228,896−10.2% | Reduced |
| BlackRock Inc. | 58,542,844 | $2.68B | 0.08% | −54,210−0.1% | Reduced |
| Capital International Investors | 56,606,998 | $2.59B | 0.67% | −2840.0% | Reduced |
| State Street Corp | 33,147,448 | $1.52B | 0.09% | +206,839+0.6% | Added |
| Price T Rowe Associates Inc | 17,482,866 | $799.8M | 0.12% | +15,330,140+712.1% | Added |
| Geode Capital Management, LLC | 17,377,066 | $793.2M | 0.10% | +342,215+2.0% | Added |
| Dodge & Cox | 14,893,181 | $681.4M | 0.46% | −1,490,975−9.1% | Reduced |
| Nuveen Asset Management, LLC | 13,720,602 | $627.7M | 0.23% | −2,762,555−16.8% | Reduced |
| Fiera Capital Corp | 11,967,770 | $547.5M | 1.64% | −220,686−1.8% | Reduced |
| Fisher Asset Management, LLC | 11,494,682 | $525.9M | 0.32% | +6,297,026+121.2% | Added |
| Northern Trust Corp | 9,779,351 | $447.4M | 0.09% | +134,375+1.4% | Added |
| Morgan Stanley | 9,068,240 | $414.9M | 0.04% | −345,990−3.7% | Reduced |
| Norges Bank | 8,558,390 | $391.5M | 0.09% | +1,344,307+18.6% | Added |
| Dimensional Fund Advisors LP | 7,058,031 | $322.9M | 0.11% | −404,729−5.4% | Reduced |
| Bank of New York Mellon Corp | 7,049,152 | $322.5M | 0.07% | −145,918−2.0% | Reduced |
| Balyasny Asset Management LLC | 6,659,207 | $304.7M | 1.00% | +6,544,955+5,728.5% | Added |
| Victory Capital Management Inc | 5,592,616 | $255.9M | 0.29% | +1,454,499+35.1% | Added |
| Legal & General Group Plc | 5,591,406 | $255.8M | 0.09% | +47,546+0.9% | Added |
| Invesco Ltd. | 5,332,104 | $243.9M | 0.07% | +54,406+1.0% | Added |
| UBS Asset Management Americas Inc | 5,023,034 | $229.8M | 0.11% | +232,049+4.8% | Added |
| Burgundy Asset Management Ltd. | 5,007,028 | $229.1M | 2.83% | −37,246−0.7% | Reduced |
| Primecap Management Co | 4,878,562 | $223.2M | 0.19% | +29,290+0.6% | Added |
| Charles Schwab Investment Management Inc | 4,585,673 | $209.8M | 0.06% | +10,979+0.2% | Added |
| FMR LLC | 4,573,099 | $209.2M | 0.02% | −1,836,262−28.6% | Reduced |
| Bank of America Corp | 4,554,342 | $208.4M | 0.02% | +199,669+4.6% | Added |
| Diamond Hill Capital Management Inc | 4,352,612 | $199.1M | 0.93% | −184,965−4.1% | Reduced |
| Gates Capital Management, Inc. | 3,592,324 | $164.3M | 5.63% | −147,403−3.9% | Reduced |
| Swiss National Bank | 3,318,885 | $151.8M | 0.10% | −101,600−3.0% | Reduced |
| Credit Suisse AG | 3,206,661 | $146.7M | 0.15% | −152,105−4.5% | Reduced |
| Goldman Sachs Group Inc | 3,064,161 | $140.2M | 0.04% | +66,386+2.2% | Added |
| Amundi | 3,021,407 | $127.2M | 0.07% | +617,159+25.7% | Added |
| Brown Advisory Inc | 2,705,403 | $123.8M | 0.21% | −4,171−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 2,540,084 | $116.2M | 0.50% | +319,170+14.4% | Added |
| StonePine Asset Management Inc. | 2,532,199 | $115.8M | 2.80% | +2,198,601+659.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,482,186 | $113.6M | 0.08% | −126,658−4.9% | Reduced |
| Deutsche Bank AG | 2,251,704 | $103.0M | 0.06% | +46,615+2.1% | Added |
| JPMorgan Chase & Co | 2,151,210 | $98.4M | 0.01% | −998,779−31.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,890,539 | $86.5M | 0.19% | +19,648+1.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,822,016 | $83.4M | 0.53% | +34,992+2.0% | Added |
| Royal Bank of Canada | 1,734,472 | $79.4M | 0.02% | +19,608+1.1% | Added |
| Massachusetts Financial Services Co | 1,707,951 | $78.1M | 0.03% | −164,405−8.8% | Reduced |
| Mawer Investment Management Ltd. | 1,653,565 | $75.7M | 0.41% | +1,788+0.1% | Added |
| Los Angeles Capital Management LLC | 1,646,397 | $75.3M | 0.33% | +1,158,608+237.5% | Added |
| Raymond James & Associates | 1,633,155 | $74.7M | 0.06% | +56,590+3.6% | Added |
| Rhumbline Advisers | 1,629,845 | $74.6M | 0.09% | +44,798+2.8% | Added |
| Russell Investments Group, Ltd. | 1,598,595 | $72.9M | 0.14% | +294,761+22.6% | Added |
| Renaissance Technologies LLC | 1,575,431 | $72.1M | 0.10% | −1,877,800−54.4% | Reduced |
| National Pension Service | 1,590,969 | $71.7M | 0.13% | +47,195+3.1% | Added |
| California Public Employees Retirement System | 1,548,946 | $70.9M | 0.06% | −275,693−15.1% | Reduced |
| Pictet Asset Management SA | 1,514,555 | $69.3M | 0.09% | −47,188−3.0% | Reduced |
| Barclays PLC | 1,467,650 | $67.1M | 0.07% | +466,992+46.7% | Added |
| Ameriprise Financial Inc | 1,446,170 | $66.2M | 0.02% | +310,119+27.3% | Added |
| California State Teachers Retirement System | 1,394,191 | $63.8M | 0.09% | −21,769−1.5% | Reduced |
| Causeway Capital Management LLC | 1,387,599 | $63.5M | 1.52% | −58,204−4.0% | Reduced |
| Clean Energy Transition LLP | 1,358,614 | $62.2M | 8.44% | +127,560+10.4% | Added |
| Wells Fargo & Company | 1,357,792 | $62.1M | 0.02% | −32,608−2.3% | Reduced |
| First Trust Advisors LP | 1,352,003 | $61.9M | 0.07% | +630,485+87.4% | Added |
| APG Asset Management N.V. | 1,423,319 | $59.9M | 0.13% | −142,324−9.1% | Reduced |
| Alliancebernstein L.P. | 1,278,775 | $58.5M | 0.03% | +73,888+6.1% | Added |
| Envestnet Asset Management Inc | 1,270,455 | $58.1M | 0.03% | +116,695+10.1% | Added |
| Great West Life Assurance Co | 1,222,980 | $56.0M | 0.14% | −9,627−0.8% | Reduced |
| Prudential Financial Inc | 1,429,359 | $54.0M | 0.08% | +208,615+17.1% | Added |
| The PNC Financial Services Group, Inc. | 1,175,572 | $53.8M | 0.05% | −47,208−3.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,145,091 | $52.4M | 0.03% | −33,690−2.9% | Reduced |
| Capital Group Private Client Services, Inc. | 1,143,210 | $52.3M | 0.65% | +96,583+9.2% | Added |
| HighTower Advisors, LLC | 1,115,680 | $51.0M | 0.11% | +6,057+0.5% | Added |
| Principal Financial Group Inc | 1,082,034 | $49.5M | 0.04% | +17,945+1.7% | Added |
| UBS Group AG | 1,061,250 | $48.6M | 0.02% | −71,478−6.3% | Reduced |
| Clark Capital Management Group, Inc. | 1,052,572 | $48.2M | 0.54% | +31,430+3.1% | Added |
| HSBC Holdings PLC | 1,051,500 | $48.1M | 0.06% | +11,818+1.1% | Added |
| First Republic Investment Management, Inc. | 1,036,931 | $47.4M | 0.10% | −366,939−26.1% | Reduced |
| New York State Common Retirement Fund | 1,036,894 | $47.4M | 0.06% | −31,345−2.9% | Reduced |
| Baird Financial Group, Inc. | 1,005,700 | $46.0M | 0.11% | −31,367−3.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 983,384 | $45.0M | 0.23% | −155,162−13.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 959,063 | $43.9M | 3.02% | −5,850−0.6% | Reduced |
| New York State Teachers Retirement System | 957,312 | $43.8M | 0.10% | −18,324−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 939,408 | $43.0M | 0.10% | 00.0% | Unchanged |
| Scout Investments, Inc. | 912,069 | $41.7M | 0.85% | −290,057−24.1% | Reduced |
| State of Tennessee, Treasury Department | 890,220 | $40.7M | 0.18% | +673,847+311.4% | Added |
| Boston Common Asset Management, LLC | 883,062 | $40.4M | 0.84% | −6,141−0.7% | Reduced |
| Man Group plc | – | $39.3M | 0.14% | – | – |
| Dearborn Partners LLC | 842,213 | $38.5M | 1.52% | +13,980+1.7% | Added |
| Capital International Inc | 832,167 | $38.1M | 0.76% | +46,155+5.9% | Added |
| Meitav Dash Investments Ltd | 819,755 | $36.9M | 0.64% | +193,100+30.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 798,046 | $36.5M | 0.18% | +30,571+4.0% | Added |
| Arrowstreet Capital, Limited Partnership | 782,971 | $35.8M | 0.05% | +635,662+431.5% | Added |
| Virginia Retirement Systems Et Al | 704,906 | $32.2M | 0.33% | +632,806+877.7% | Added |
| Great Lakes Advisors, LLC | 704,560 | $32.2M | 0.29% | +697,763+10,265.7% | Added |
| CI Private Wealth, LLC | 680,555 | $31.1M | 0.08% | +77,855+12.9% | Added |
| AXA S.A. | 666,986 | $30.5M | 0.10% | −149,817−18.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 645,973 | $29.6M | 0.07% | +54,974+9.3% | Added |
| Davis Selected Advisers | 624,306 | $28.6M | 0.19% | +1,832+0.3% | Added |
| AQR Capital Management LLC | 621,548 | $28.3M | 0.06% | −79,166−11.3% | Reduced |
| Glenmede Trust Co NA | 615,514 | $28.2M | 0.16% | −11,453−1.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 593,605 | $27.2M | 0.76% | −219,925−27.0% | Reduced |
| D. E. Shaw & Co., Inc. | 584,990 | $26.8M | 0.04% | −413,506−41.4% | Reduced |
| ExodusPoint Capital Management, LP | 556,670 | $25.5M | 0.29% | +556,670 | New |
| Waratah Capital Advisors Ltd. | 556,233 | $25.4M | 1.26% | −49,396−8.2% | Reduced |