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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 29,682 | $1.36M | 0.11% | −478−1.6% | Reduced |
| MAI Capital Management | 29,789 | $1.36M | 0.02% | +3,407+12.9% | Added |
| Burney Co | 30,601 | $1.40M | 0.07% | −876−2.8% | Reduced |
| Glenview Trust Co | 30,627 | $1.40M | 0.04% | −4,037−11.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,665 | $1.40M | 0.02% | +14,905+94.6% | Added |
| GWM Advisors LLC | 31,736 | $1.42M | 0.02% | +9,691+44.0% | Added |
| Shell Asset Management Co | 31,194 | $1.43M | 0.06% | +234+0.8% | Added |
| Empowered Funds, LLC | 31,224 | $1.43M | 0.08% | +7,743+33.0% | Added |
| Cullinan Associates Inc | 31,661 | $1.45M | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 31,711 | $1.45M | 0.02% | +783+2.5% | Added |
| Aureus Asset Management, LLC | 31,754 | $1.45M | 0.11% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 31,795 | $1.46M | 0.99% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 32,318 | $1.48M | 1.41% | +314+1.0% | Added |
| Proequities, Inc. | 32,326 | $1.48M | 0.11% | −860−2.6% | Reduced |
| STRS Ohio | 32,411 | $1.48M | 0.01% | +32,411 | New |
| Metis Global Partners, LLC | 32,564 | $1.49M | 0.10% | +8,017+32.7% | Added |
| Woodline Partners LP | 32,791 | $1.50M | 0.02% | −824,436−96.2% | Reduced |
| Tredje AP-fonden | 33,007 | $1.51M | 0.02% | −170,131−83.8% | Reduced |
| Lakewood Asset Management LLC | 33,054 | $1.51M | 1.26% | +35+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 33,059 | $1.51M | 0.02% | +1,589+5.0% | Added |
| Tiaa, FSB | 33,262 | $1.52M | 0.01% | −1,982−5.6% | Reduced |
| Avantax Advisory Services, Inc. | 33,322 | $1.52M | 0.02% | −776−2.3% | Reduced |
| NBT Bank N A | 33,408 | $1.53M | 0.22% | −54−0.2% | Reduced |
| Essex Financial Services, Inc. | 33,476 | $1.53M | 0.16% | +1,244+3.9% | Added |
| Beacon Pointe Advisors, LLC | 33,594 | $1.54M | 0.03% | +8,612+34.5% | Added |
| McMillion Capital Management Inc | 34,049 | $1.56M | 1.47% | −2,499−6.8% | Reduced |
| Headinvest, LLC | 34,233 | $1.57M | 0.34% | −729−2.1% | Reduced |
| Impax Asset Management Group plc | 34,615 | $1.58M | 0.01% | −1,244−3.5% | Reduced |
| Pathstone Family Office, LLC | 32,709 | $1.59M | 0.03% | −11,985−26.8% | Reduced |
| Illinois Municipal Retirement Fund | 35,501 | $1.62M | 0.03% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 35,500 | $1.62M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 35,784 | $1.64M | 0.00% | +6,621+22.7% | Added |
| E. Ohman J:or Asset Management AB | 36,200 | $1.66M | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 36,408 | $1.67M | 0.04% | +2,130+6.2% | Added |
| Savant Capital, LLC | 36,432 | $1.67M | 0.03% | −1,065−2.8% | Reduced |
| Bessemer Group Inc | 36,981 | $1.69M | 0.00% | +706+1.9% | Added |
| Metropolitan Life Insurance Co | 37,311 | $1.71M | 0.09% | −11,057−22.9% | Reduced |
| Thrivent Financial for Lutherans | 37,356 | $1.71M | 0.00% | −40.0% | Reduced |
| Whittier Trust Co | 37,402 | $1.71M | 0.03% | +2,861+8.3% | Added |
| AIA Group Ltd | 38,076 | $1.74M | 0.09% | +6,057+18.9% | Added |
| Cetera Investment Advisers | 38,144 | $1.75M | 0.02% | +8,135+27.1% | Added |
| IMA Wealth, Inc. | 38,375 | $1.76M | 0.45% | −278−0.7% | Reduced |
| New Mexico Educational Retirement Board | 38,717 | $1.77M | 0.09% | −1,200−3.0% | Reduced |
| Advisor Partners II, LLC | 39,571 | $1.81M | 0.10% | +2,531+6.8% | Added |
| Nwam LLC | 39,612 | $1.81M | 0.18% | +17,784+81.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.83M | 0.55% | 00.0% | Unchanged |
| South Dakota Investment Council | 40,609 | $1.86M | 0.04% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 41,329 | $1.89M | 0.58% | −309−0.7% | Reduced |
| CIBC World Markets Corp | 42,184 | $1.93M | 0.03% | −56,131−57.1% | Reduced |
| Trust Co of Vermont | 42,189 | $1.93M | 0.13% | +602+1.4% | Added |
| Lighthouse Investment Partners, LLC | 43,500 | $1.99M | 0.17% | +10,500+31.8% | Added |
| Cetera Advisors LLC | 44,186 | $2.02M | 0.03% | +2,288+5.5% | Added |
| Atria Investments LLC | 44,316 | $2.03M | 0.04% | −1,116−2.5% | Reduced |
| Veritable, L.P. | 44,424 | $2.03M | 0.03% | −454−1.0% | Reduced |
| AdvisorShares Investments LLC | 44,935 | $2.06M | 0.64% | +13,705+43.9% | Added |
| Lee Danner & Bass Inc | 45,141 | $2.06M | 0.19% | −18,713−29.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 45,346 | $2.07M | 0.08% | +344+0.8% | Added |
| Assenagon Asset Management S.A. | 45,401 | $2.08M | 0.01% | +15,920+54.0% | Added |
| New England Research & Management, Inc. | 45,440 | $2.08M | 1.22% | −710−1.5% | Reduced |
| YHB Investment Advisors, Inc. | 45,469 | $2.08M | 0.21% | −80−0.2% | Reduced |
| Gotham Asset Management, LLC | 45,636 | $2.09M | 0.05% | −4,651−9.2% | Reduced |
| Cacti Asset Management LLC | 46,767 | $2.14M | 0.20% | 00.0% | Unchanged |
| Argent Trust Co | 46,991 | $2.15M | 0.14% | +890+1.9% | Added |
| Williams Jones Wealth Management, LLC. | 48,853 | $2.24M | 0.04% | −51−0.1% | Reduced |
| Prio Wealth Limited Partnership | 50,621 | $2.32M | 0.09% | −2,075−3.9% | Reduced |
| LSV Asset Management | 50,700 | $2.32M | 0.01% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 50,861 | $2.33M | 0.02% | −1,666−3.2% | Reduced |
| Pinebridge Investments, L.P. | 51,465 | $2.35M | 0.03% | +23,014+80.9% | Added |
| Alpine Woods Capital Investors, LLC | 52,359 | $2.40M | 0.36% | 00.0% | Unchanged |
| Westport Asset Management Inc | 52,400 | $2.40M | 1.44% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 52,797 | $2.42M | 0.10% | −2,851−5.1% | Reduced |
| Norinchukin Bank, The | 53,022 | $2.43M | 0.05% | +1,528+3.0% | Added |
| Stephens Inc | 53,399 | $2.44M | 0.05% | +921+1.8% | Added |
| Louisiana State Employees Retirement System | 54,200 | $2.48M | 0.06% | +200+0.4% | Added |
| Rafferty Asset Management, LLC | 54,446 | $2.49M | 0.02% | +3,006+5.8% | Added |
| American Century Companies Inc | 55,425 | $2.51M | 0.00% | +3,961+7.7% | Added |
| Tower View Investment Management & Research LLC | 54,903 | $2.51M | 1.69% | +1,290+2.4% | Added |
| Sargent Investment Group, LLC | 55,024 | $2.51M | 0.66% | −1,640−2.9% | Reduced |
| United Capital Financial Advisers, LLC | 55,660 | $2.55M | 0.01% | −17,653−24.1% | Reduced |
| Evercore Wealth Management, LLC | 56,568 | $2.59M | 0.05% | +252+0.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 56,600 | $2.59M | 0.58% | 00.0% | Unchanged |
| JB Capital LLC | 56,732 | $2.60M | 0.24% | +68+0.1% | Added |
| Eqis Capital Management, Inc. | 57,481 | $2.63M | 0.30% | −8,561−13.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 57,649 | $2.64M | 0.11% | +843+1.5% | Added |
| Wesbanco Bank Inc | 57,866 | $2.65M | 0.11% | +596+1.0% | Added |
| Delta Capital Management LLC | 57,945 | $2.65M | 1.87% | −460−0.8% | Reduced |
| Poehling Capital Management, LLC | 58,032 | $2.65M | 0.89% | −291−0.5% | Reduced |
| Guggenheim Capital LLC | 58,160 | $2.66M | 0.02% | +24,078+70.6% | Added |
| Nordea Investment Management AB | 58,599 | $2.67M | 0.00% | −408−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 58,494 | $2.68M | 0.07% | +2,010+3.6% | Added |
| Pacer Advisors, Inc. | 58,565 | $2.68M | 0.01% | +51,569+737.1% | Added |
| Cohen Klingenstein LLC | 58,634 | $2.68M | 0.13% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 59,215 | $2.71M | 0.07% | +9,874+20.0% | Added |
| M Holdings Securities, Inc. | 59,946 | $2.74M | 0.28% | −309−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 60,170 | $2.75M | 0.09% | −4,979−7.6% | Reduced |
| AMG National Trust Bank | 62,452 | $2.86M | 0.10% | −60.0% | Reduced |
| Blair William & Co | 62,547 | $2.86M | 0.01% | +10,028+19.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 62,853 | $2.88M | 0.00% | +3,107+5.2% | Added |
| Huntington National Bank | 63,087 | $2.89M | 0.03% | −3,710−5.6% | Reduced |
| Daiwa Securities Group Inc. | 63,621 | $2.91M | 0.02% | +4,798+8.2% | Added |