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 |
|---|---|---|---|---|---|
| Cohen Capital Management, Inc. | 63,834 | $2.92M | 0.59% | −256−0.4% | Reduced |
| Canandaigua National Bank & Trust Co | 64,032 | $2.93M | 0.49% | +64,032 | New |
| Brown Brothers Harriman & Co | 64,083 | $2.93M | 0.02% | +1,408+2.2% | Added |
| CWM, LLC | 64,634 | $2.96M | 0.02% | +2,701+4.4% | Added |
| Oregon Public Employees Retirement Fund | 64,660 | $2.96M | 0.04% | +230+0.4% | Added |
| Brinker Capital Investments, LLC | 65,315 | $2.99M | 0.04% | +7,894+13.7% | Added |
| Orion Portfolio Solutions, LLC | 65,315 | $2.99M | 0.04% | +54,474+502.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 65,393 | $2.99M | 0.16% | +7,606+13.2% | Added |
| Wealthfront Advisers LLC | 65,753 | $3.01M | 0.01% | +6,850+11.6% | Added |
| Kentucky Retirement Systems | 65,957 | $3.02M | 0.11% | −210−0.3% | Reduced |
| Maryland State Retirement & Pension System | 66,402 | $3.04M | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 66,598 | $3.05M | 0.07% | −1,922−2.8% | Reduced |
| JustInvest LLC | 66,916 | $3.06M | 0.11% | +4,853+7.8% | Added |
| Raymond James Trust N.A. | 66,833 | $3.06M | 0.10% | +2,430+3.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,064 | $3.07M | 0.06% | +780+1.2% | Added |
| Mercer Global Advisors Inc | 67,696 | $3.10M | 0.01% | +922+1.4% | Added |
| Prudential PLC | 67,856 | $3.10M | 0.04% | −20.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 68,096 | $3.12M | 0.27% | −87,234−56.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 68,250 | $3.12M | 0.29% | +37,297+120.5% | Added |
| Patten Group, Inc. | 68,744 | $3.15M | 0.94% | −216−0.3% | Reduced |
| Securian Asset Management, Inc | 68,906 | $3.15M | 0.08% | +257+0.4% | Added |
| Bank of Nova Scotia | 69,024 | $3.16M | 0.01% | −71,358−50.8% | Reduced |
| Hartford Investment Management Co | 70,139 | $3.21M | 0.11% | +9,611+15.9% | Added |
| Mackenzie Financial Corp | 70,179 | $3.21M | 0.01% | −1,337−1.9% | Reduced |
| Gabelli Funds LLC | 70,400 | $3.22M | 0.02% | −1,100−1.5% | Reduced |
| Cetera Advisor Networks LLC | 70,478 | $3.22M | 0.02% | +170.0% | Added |
| Huber Capital Management LLC | 70,521 | $3.23M | 0.80% | +25,000+54.9% | Added |
| Ingalls & Snyder LLC | 70,663 | $3.23M | 0.17% | −1,760−2.4% | Reduced |
| MU Investments Co., Ltd. | 72,990 | $3.29M | 4.32% | −3,800−4.9% | Reduced |
| Two Sigma Advisers, LP | 73,100 | $3.34M | 0.01% | −408,500−84.8% | Reduced |
| Jefferies Financial Group Inc. | 73,514 | $3.36M | 0.07% | +59,059+408.6% | Added |
| Kestra Advisory Services, LLC | 74,531 | $3.41M | 0.04% | −56,471−43.1% | Reduced |
| British Columbia Investment Management Corp | 74,654 | $3.42M | 0.04% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 74,797 | $3.42M | 0.70% | +2,865+4.0% | Added |
| Hudson Bay Capital Management LP | 75,000 | $3.43M | 0.04% | +75,000 | New |
| GAM Holding AG | 75,106 | $3.44M | 0.24% | +7,559+11.2% | Added |
| Parsons Capital Management Inc | 75,118 | $3.44M | 0.28% | +692+0.9% | Added |
| Clearbridge Investments, LLC | 75,557 | $3.46M | 0.00% | −300−0.4% | Reduced |
| Snowden Capital Advisors LLC | 76,084 | $3.48M | 0.14% | −1,935−2.5% | Reduced |
| Farmers & Merchants Investments Inc | 76,342 | $3.49M | 0.14% | +828+1.1% | Added |
| Pegasus Asset Management, Inc. | 76,364 | $3.49M | 1.73% | +611+0.8% | Added |
| Lincoln Capital LLC | 76,976 | $3.52M | 0.97% | +1,141+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 78,054 | $3.57M | 0.04% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 79,199 | $3.62M | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 80,751 | $3.69M | 0.34% | +817+1.0% | Added |
| Acadian Asset Management LLC | 81,115 | $3.71M | 0.02% | −194,917−70.6% | Reduced |
| SG Americas Securities, LLC | 82,505 | $3.77M | 0.05% | +60,220+270.2% | Added |
| Ethic Inc. | 83,110 | $3.80M | 0.15% | +21,871+35.7% | Added |
| Bradley Foster & Sargent Inc | 84,334 | $3.86M | 0.09% | −1,198−1.4% | Reduced |
| Family Capital Trust Co | 85,013 | $3.89M | 1.51% | −403−0.5% | Reduced |
| Cerity Partners LLC | 70,870 | $3.89M | 0.02% | +11,632+19.6% | Added |
| Putnam Investments LLC | 86,428 | $3.95M | 0.01% | −8,662−9.1% | Reduced |
| Souders Financial Advisors | 88,577 | $4.05M | 0.86% | +912+1.0% | Added |
| Natixis | 89,314 | $4.09M | 0.04% | +12,694+16.6% | Added |
| Synovus Financial Corp | 89,664 | $4.10M | 0.05% | −9,693−9.8% | Reduced |
| Nissay Asset Management Corp | 90,204 | $4.13M | 0.04% | −3,819−4.1% | Reduced |
| Northwest Investment Counselors, LLC | 90,864 | $4.16M | 1.16% | −2,146−2.3% | Reduced |
| FIL Ltd | 91,357 | $4.18M | 0.00% | +13,339+17.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 91,468 | $4.18M | 0.02% | −1,893−2.0% | Reduced |
| Public Sector Pension Investment Board | 91,742 | $4.20M | 0.03% | −12,600−12.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 95,937 | $4.39M | 0.11% | −11,838−11.0% | Reduced |
| Wesleyan Assurance Society | 96,200 | $4.40M | 0.51% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 105,925 | $4.41M | 0.16% | −1,128−1.1% | Reduced |
| Regions Financial Corp | 96,329 | $4.41M | 0.04% | +260+0.3% | Added |
| CapWealth Advisors, LLC | 96,426 | $4.41M | 0.55% | −7,655−7.4% | Reduced |
| Gamco Investors, Inc. Et Al | 97,389 | $4.46M | 0.05% | −7,600−7.2% | Reduced |
| Intech Investment Management LLC | 98,086 | $4.49M | 0.04% | −42,119−30.0% | Reduced |
| HM Payson & Co | 98,093 | $4.49M | 0.11% | −2,362−2.4% | Reduced |
| Close Asset Management Ltd | 98,244 | $4.49M | 0.22% | −290−0.3% | Reduced |
| Czech National Bank | 98,272 | $4.50M | 0.11% | +387+0.4% | Added |
| Hall Laurie J Trustee | 99,220 | $4.54M | 1.94% | +5,425+5.8% | Added |
| Telos Capital Management, Inc. | 100,525 | $4.60M | 0.64% | −11,499−10.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 101,291 | $4.63M | 0.30% | +63,696+169.4% | Added |
| Davenport & Co LLC | 101,409 | $4.64M | 0.04% | −420.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 101,889 | $4.66M | 0.06% | −60,900−37.4% | Reduced |
| Riverview Capital Advisers, LLC | 103,024 | $4.71M | 2.03% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 103,613 | $4.74M | 0.03% | +2,314+2.3% | Added |
| Tufton Capital Management | 106,879 | $4.89M | 1.06% | +481+0.5% | Added |
| Qube Research & Technologies Ltd | 106,902 | $4.89M | 0.03% | −538,994−83.4% | Reduced |
| Toroso Investments, LLC | 106,904 | $4.89M | 0.16% | −7,775−6.8% | Reduced |
| Twin Tree Management, LP | 106,965 | $4.89M | 0.14% | +106,965 | New |
| Van Eck Associates Corp | 107,246 | $4.91M | 0.01% | +426+0.4% | Added |
| Gulf International Bank (UK) Ltd | 109,538 | $5.01M | 0.10% | −21,817−16.6% | Reduced |
| GPM Growth Investors, Inc. | 109,792 | $5.02M | 2.91% | −172−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 119,974 | $5.05M | 0.04% | −5,171−4.1% | Reduced |
| Captrust Financial Advisors | 112,122 | $5.13M | 0.02% | −613−0.5% | Reduced |
| Connecticut Wealth Management, LLC | 113,008 | $5.17M | 0.39% | +5,209+4.8% | Added |
| Fiduciary Trust Co | 113,036 | $5.17M | 0.10% | −5,576−4.7% | Reduced |
| D.A. Davidson & Co. | 113,135 | $5.17M | 0.06% | −5,742−4.8% | Reduced |
| Fayez Sarofim & Co | 117,895 | $5.39M | 0.02% | −8,175−6.5% | Reduced |
| Schroder Investment Management Group | 119,492 | $5.47M | 0.01% | −4,052−3.3% | Reduced |
| Mutual of America Capital Management LLC | 119,659 | $5.47M | 0.07% | −97−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 122,952 | $5.63M | 0.23% | +83,306+210.1% | Added |
| ProShare Advisors LLC | 122,992 | $5.63M | 0.02% | +19,328+18.6% | Added |
| CIBC Asset Management Inc | 123,097 | $5.63M | 0.02% | +1,796+1.5% | Added |
| Achmea Investment Management B.V. | 127,158 | $5.82M | 0.17% | +4,048+3.3% | Added |
| Private Advisor Group, LLC | 129,105 | $5.91M | 0.06% | +1,026+0.8% | Added |
| Martin Investment Management, LLC | 130,293 | $5.96M | 1.72% | +173+0.1% | Added |
| Kanawha Capital Management LLC | 130,784 | $5.98M | 0.57% | −5,092−3.7% | Reduced |
| New York Life Investment Management LLC | 131,550 | $6.02M | 0.07% | −357−0.3% | Reduced |