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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, 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.

Institutional holdersQ1 2023: 1,240 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 heldQ1 2023: $33.5B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2022.

Institutions holding CARR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cinctive Capital Management LP132,138$6.05M0.22%+132,138New
Yousif Capital Management, LLC132,140$6.05M0.08%−7,133−5.1%Reduced
PGGM Investments132,205$6.05M0.10%+33,943+34.5%Added
Public Employees Retirement Association of Colorado135,267$6.19M0.03%+31,443+30.3%Added
Steward Partners Investment Advisory, LLC137,427$6.29M0.10%−14,269−9.4%Reduced
CIBC Private Wealth Group, LLC137,987$6.31M0.02%−800−0.6%Reduced
Janney Montgomery Scott LLC139,014$6.36M0.03%+5,236+3.9%Added
Xponance, Inc.139,362$6.38M0.09%+1,944+1.4%Added
Neuberger Berman Group LLC140,439$6.43M0.01%−247−0.2%Reduced
Comerica Securities,inc.140,639$6.43M0.47%+10,611+8.2%Added
Capital Management Corp141,231$6.46M1.48%−52,687−27.2%Reduced
Fifth Third Bancorp141,247$6.46M0.03%−18,579−11.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys141,416$6.47M0.06%+590.0%Added
Allspring Global Investments Holdings, LLC141,430$6.47M0.01%+78,764+125.7%Added
La Banque Postale Asset Management SA143,167$6.55M0.17%−6,803−4.5%Reduced
Mirae Asset Global Investments Co., Ltd.143,765$6.58M0.02%+5,450+3.9%Added
Punch & Associates Investment Management, Inc.144,382$6.61M0.43%−1,532−1.0%Reduced
Churchill Management Corp144,965$6.63M0.14%+1,809+1.3%Added
Weiss Asset Management LP146,058$6.68M0.52%+146,058New
MML Investors Services, LLC147,064$6.73M0.05%−8,560−5.5%Reduced
Utah Retirement Systems148,704$6.80M0.10%+400+0.3%Added
Philadelphia Trust Co149,270$6.83M0.70%−3,010−2.0%Reduced
State of Alaska, Department of Revenue149,311$6.83M0.08%−2,143−1.4%Reduced
M. Kraus & Co149,754$6.85M2.42%−396−0.3%Reduced
Allianz Asset Management GmbH150,504$6.89M0.01%+47,925+46.7%Added
Raymond James Financial Services Advisors, Inc.152,610$6.98M0.01%−7,670−4.8%Reduced
Westpac Banking Corp152,855$6.99M0.09%−5,638−3.6%Reduced
Jane Street Group, LLC153,323$7.01M0.01%−9,241−5.7%Reduced
Truist Financial Corp153,694$7.03M0.01%−4,042−2.6%Reduced
Aviva PLC153,781$7.04M0.03%−106,337−40.9%Reduced
Meyer Handelman Co156,225$7.15M0.30%−400−0.3%Reduced
Peapack Gladstone Financial Corp159,041$7.28M0.14%−2,869−1.8%Reduced
Appian Way Asset Management LP159,100$7.28M2.50%+159,100New
Commerce Bank161,265$7.38M0.06%+1,851+1.2%Added
Windward Capital Management Co161,975$7.41M0.68%+15,505+10.6%Added
Cutler Investment Counsel LLC162,371$7.43M1.15%+1,046+0.6%Added
Olstein Capital Management, L.P.163,000$7.46M1.17%−22,000−11.9%Reduced
Segment Wealth Management, LLC168,084$7.69M0.87%+5,218+3.2%Added
Texas Permanent School Fund173,914$7.96M0.08%+55,098+46.4%Added
Natixis Advisors, L.P.174,163$7.97M0.03%+42,879+32.7%Added
Verition Fund Management LLC177,767$8.13M0.13%+161,799+1,013.3%Added
Forge First Asset Management Inc.177,900$8.14M3.67%+177,900New
Weiss Multi-Strategy Advisers LLC183,300$8.39M0.21%+183,300New
Canoe Financial LP186,150$8.52M0.12%+186,150New
Clifford Swan Investment Counsel LLC186,792$8.55M0.36%+332+0.2%Added
IFM Investors Pty Ltd187,049$8.56M0.13%+1,827+1.0%Added
Keybank National Association188,581$8.63M0.04%−8,669−4.4%Reduced
Janus Henderson Group PLC192,100$8.79M0.01%+25,649+15.4%Added
Brookfield Asset Management Inc.192,174$8.79M0.03%+192,174New
Mariner, LLC204,163$9.34M0.03%+7,884+4.0%Added
Voloridge Investment Management, LLC205,824$9.42M0.05%−785,724−79.2%Reduced
Oppenheimer & Co Inc205,894$9.42M0.20%+628+0.3%Added
Schonfeld Strategic Advisors LLC206,064$9.43M0.09%+194,164+1,631.6%Added
Socorro Asset Management LP206,697$9.46M4.17%+64,811+45.7%Added
ClariVest Asset Management LLC209,901$9.60M0.43%−6,800−3.1%Reduced
MetLife Investment Management215,304$9.85M0.07%−3,079−1.4%Reduced
Amalgamated Bank217,169$9.94M0.08%−1,543−0.7%Reduced
DekaBank Deutsche Girozentrale225,179$10.1M0.03%+5,089+2.3%Added
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)222,000$10.2M0.63%00.0%Unchanged
Andra AP-fonden226,362$10.4M0.27%+90,362+66.4%Added
American International Group, Inc.226,453$10.4M0.07%+870.0%Added
USS Investment Management Ltd226,976$10.4M0.14%00.0%Unchanged
Robeco Institutional Asset Management B.V.227,839$10.4M0.03%−141,695−38.3%Reduced
Arizona State Retirement System228,335$10.4M0.09%−9,882−4.1%Reduced
State of Michigan Retirement System229,125$10.5M0.07%+1,800+0.8%Added
Adams Diversified Equity Fund, Inc.230,814$10.6M0.47%+230,814New
Forsta Ap-Fonden230,900$10.6M0.12%+21,900+10.5%Added
SEI Investments Co231,286$10.6M0.02%+43,783+23.4%Added
Abn Amro Investment Solutions232,372$10.6M0.22%+232,372New
Markel Group Inc.SuperinvestorMarkel Group235,000$10.8M0.14%00.0%Unchanged
Artisan Partners Limited Partnership236,210$10.8M0.02%+48,188+25.6%Added
DnB Asset Management AS236,407$10.8M0.07%+2,555+1.1%Added
Nisa Investment Advisors, LLC240,133$11.0M0.09%+980+0.4%Added
NFJ Investment Group, LLC244,020$11.2M0.30%−2,644−1.1%Reduced
Retirement Systems of Alabama246,563$11.3M0.05%−21,342−8.0%Reduced
Caisse de Depot Et Placement du Quebec251,136$11.5M0.03%−29,564−10.5%Reduced
Marshall Wace, LLP252,902$11.6M0.03%−17,498−6.5%Reduced
Highland Capital Management, LLC255,349$11.7M0.87%−9,375−3.5%Reduced
Franklin Resources Inc259,678$11.9M0.01%+5,928+2.3%Added
Nomura Asset Management Co Ltd260,224$11.9M0.06%−11,154−4.1%Reduced
Macquarie Group Ltd263,146$12.0M0.01%+211,328+407.8%Added
Prospector Partners LLC265,325$12.1M1.76%+7,800+3.0%Added
Handelsbanken Fonder AB266,381$12.2M0.07%+18,087+7.3%Added
Lazard Asset Management LLC266,835$12.2M0.02%+196,980+282.0%Added
Baker Chad R274,625$12.6M3.19%+7,280+2.7%Added
Welch & Forbes LLC276,748$12.7M0.21%−1,510−0.5%Reduced
Swiss Life Asset Management Ltd278,072$12.7M0.19%+25,789+10.2%Added
Skandinaviska Enskilda Banken AB (publ)283,084$13.0M0.09%+29,457+11.6%Added
Fullerton Fund Management Co Ltd.284,772$13.0M0.99%+284,772New
Steigerwald, Gordon & Koch Inc.286,264$13.1M1.96%+7,865+2.8%Added
Royal London Asset Management Ltd295,184$13.5M0.05%+3,116+1.1%Added
KBC Group NV298,195$13.6M0.06%−135,138−31.2%Reduced
LPL Financial LLC299,973$13.7M0.01%+17,427+6.2%Added
TD Asset Management Inc308,747$14.1M0.02%+1,165+0.4%Added
US Bancorp311,565$14.3M0.02%−20,067−6.1%Reduced
Calamos Advisors LLC312,891$14.3M0.07%−39,116−11.1%Reduced
Teacher Retirement System of Texas315,389$14.4M0.10%+3,185+1.0%Added
Graham Capital Management, L.P.316,505$14.5M0.51%−79,126−20.0%Reduced
Storebrand Asset Management AS331,801$15.2M0.08%+33,653+11.3%Added
Tocqueville Asset Management L.P.332,330$15.2M0.29%−400.0%Reduced