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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 2,251,704 | $103.0M | 0.06% | +46,615+2.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,482,186 | $113.6M | 0.08% | −126,658−4.9% | Reduced |
| StonePine Asset Management Inc. | 2,532,199 | $115.8M | 2.80% | +2,198,601+659.1% | Added |
| Rockefeller Capital Management L.P. | 2,540,084 | $116.2M | 0.50% | +319,170+14.4% | Added |
| Brown Advisory Inc | 2,705,403 | $123.8M | 0.21% | −4,171−0.2% | Reduced |
| Amundi | 3,021,407 | $127.2M | 0.07% | +617,159+25.7% | Added |
| Goldman Sachs Group Inc | 3,064,161 | $140.2M | 0.04% | +66,386+2.2% | Added |
| Credit Suisse AG | 3,206,661 | $146.7M | 0.15% | −152,105−4.5% | Reduced |
| Swiss National Bank | 3,318,885 | $151.8M | 0.10% | −101,600−3.0% | Reduced |
| Gates Capital Management, Inc. | 3,592,324 | $164.3M | 5.63% | −147,403−3.9% | Reduced |
| Diamond Hill Capital Management Inc | 4,352,612 | $199.1M | 0.93% | −184,965−4.1% | Reduced |
| Bank of America Corp | 4,554,342 | $208.4M | 0.02% | +199,669+4.6% | Added |
| FMR LLC | 4,573,099 | $209.2M | 0.02% | −1,836,262−28.6% | Reduced |
| Charles Schwab Investment Management Inc | 4,585,673 | $209.8M | 0.06% | +10,979+0.2% | Added |
| Primecap Management Co | 4,878,562 | $223.2M | 0.19% | +29,290+0.6% | Added |
| Burgundy Asset Management Ltd. | 5,007,028 | $229.1M | 2.83% | −37,246−0.7% | Reduced |
| UBS Asset Management Americas Inc | 5,023,034 | $229.8M | 0.11% | +232,049+4.8% | Added |
| Invesco Ltd. | 5,332,104 | $243.9M | 0.07% | +54,406+1.0% | Added |
| Legal & General Group Plc | 5,591,406 | $255.8M | 0.09% | +47,546+0.9% | Added |
| Victory Capital Management Inc | 5,592,616 | $255.9M | 0.29% | +1,454,499+35.1% | Added |
| Balyasny Asset Management LLC | 6,659,207 | $304.7M | 1.00% | +6,544,955+5,728.5% | Added |
| Bank of New York Mellon Corp | 7,049,152 | $322.5M | 0.07% | −145,918−2.0% | Reduced |
| Dimensional Fund Advisors LP | 7,058,031 | $322.9M | 0.11% | −404,729−5.4% | Reduced |
| Norges Bank | 8,558,390 | $391.5M | 0.09% | +1,344,307+18.6% | Added |
| Morgan Stanley | 9,068,240 | $414.9M | 0.04% | −345,990−3.7% | Reduced |
| Northern Trust Corp | 9,779,351 | $447.4M | 0.09% | +134,375+1.4% | Added |
| Fisher Asset Management, LLC | 11,494,682 | $525.9M | 0.32% | +6,297,026+121.2% | Added |
| Fiera Capital Corp | 11,967,770 | $547.5M | 1.64% | −220,686−1.8% | Reduced |
| Nuveen Asset Management, LLC | 13,720,602 | $627.7M | 0.23% | −2,762,555−16.8% | Reduced |
| Dodge & Cox | 14,893,181 | $681.4M | 0.46% | −1,490,975−9.1% | Reduced |
| Geode Capital Management, LLC | 17,377,066 | $793.2M | 0.10% | +342,215+2.0% | Added |
| Price T Rowe Associates Inc | 17,482,866 | $799.8M | 0.12% | +15,330,140+712.1% | Added |
| State Street Corp | 33,147,448 | $1.52B | 0.09% | +206,839+0.6% | Added |
| Capital International Investors | 56,606,998 | $2.59B | 0.67% | −2840.0% | Reduced |
| BlackRock Inc. | 58,542,844 | $2.68B | 0.08% | −54,210−0.1% | Reduced |
| Capital World Investors | 72,760,311 | $3.33B | 0.69% | −8,228,896−10.2% | Reduced |
| Capital Research Global Investors | 77,075,769 | $3.53B | 1.01% | −1,092,171−1.4% | Reduced |
| Vanguard Group Inc | 94,572,596 | $4.33B | 0.11% | +1,552,310+1.7% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Quilter Plc | 1,405 | – | – | +1,405 | New |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −362,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −349,594−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −299,819−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −194,389−100.0% | Sold out |
| Nordwand Advisors, LLC | 0 | $0 | 0.00% | −110,565−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −109,891−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −85,636−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −74,868−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −71,218−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −55,917−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −45,904−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −39,785−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −38,398−100.0% | Sold out |
| Sather Financial Group Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,942−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −28,415−100.0% | Sold out |
| Southport Management, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −23,044−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −19,802−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −18,898−100.0% | Sold out |
| EagleClaw Capital Managment, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,880−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −10,392−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −8,111−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,524−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,497−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −7,262−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −7,228−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −6,691−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,718−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,623−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −6,172−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −5,359−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| Twelve Points Wealth Management LLC | 0 | $0 | 0.00% | −4,864−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −184−100.0% | Sold out |