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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 168,084 | $7.69M | 0.87% | +5,218+3.2% | Added |
| Olstein Capital Management, L.P. | 163,000 | $7.46M | 1.17% | −22,000−11.9% | Reduced |
| Cutler Investment Counsel LLC | 162,371 | $7.43M | 1.15% | +1,046+0.6% | Added |
| Windward Capital Management Co | 161,975 | $7.41M | 0.68% | +15,505+10.6% | Added |
| Commerce Bank | 161,265 | $7.38M | 0.06% | +1,851+1.2% | Added |
| Appian Way Asset Management LP | 159,100 | $7.28M | 2.50% | +159,100 | New |
| Peapack Gladstone Financial Corp | 159,041 | $7.28M | 0.14% | −2,869−1.8% | Reduced |
| Meyer Handelman Co | 156,225 | $7.15M | 0.30% | −400−0.3% | Reduced |
| Aviva PLC | 153,781 | $7.04M | 0.03% | −106,337−40.9% | Reduced |
| Truist Financial Corp | 153,694 | $7.03M | 0.01% | −4,042−2.6% | Reduced |
| Jane Street Group, LLC | 153,323 | $7.01M | 0.01% | −9,241−5.7% | Reduced |
| Westpac Banking Corp | 152,855 | $6.99M | 0.09% | −5,638−3.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 152,610 | $6.98M | 0.01% | −7,670−4.8% | Reduced |
| Allianz Asset Management GmbH | 150,504 | $6.89M | 0.01% | +47,925+46.7% | Added |
| M. Kraus & Co | 149,754 | $6.85M | 2.42% | −396−0.3% | Reduced |
| State of Alaska, Department of Revenue | 149,311 | $6.83M | 0.08% | −2,143−1.4% | Reduced |
| Philadelphia Trust Co | 149,270 | $6.83M | 0.70% | −3,010−2.0% | Reduced |
| Utah Retirement Systems | 148,704 | $6.80M | 0.10% | +400+0.3% | Added |
| MML Investors Services, LLC | 147,064 | $6.73M | 0.05% | −8,560−5.5% | Reduced |
| Weiss Asset Management LP | 146,058 | $6.68M | 0.52% | +146,058 | New |
| Churchill Management Corp | 144,965 | $6.63M | 0.14% | +1,809+1.3% | Added |
| Punch & Associates Investment Management, Inc. | 144,382 | $6.61M | 0.43% | −1,532−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 143,765 | $6.58M | 0.02% | +5,450+3.9% | Added |
| La Banque Postale Asset Management SA | 143,167 | $6.55M | 0.17% | −6,803−4.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 141,430 | $6.47M | 0.01% | +78,764+125.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 141,416 | $6.47M | 0.06% | +590.0% | Added |
| Fifth Third Bancorp | 141,247 | $6.46M | 0.03% | −18,579−11.6% | Reduced |
| Capital Management Corp | 141,231 | $6.46M | 1.48% | −52,687−27.2% | Reduced |
| Comerica Securities,inc. | 140,639 | $6.43M | 0.47% | +10,611+8.2% | Added |
| Neuberger Berman Group LLC | 140,439 | $6.43M | 0.01% | −247−0.2% | Reduced |
| Xponance, Inc. | 139,362 | $6.38M | 0.09% | +1,944+1.4% | Added |
| Janney Montgomery Scott LLC | 139,014 | $6.36M | 0.03% | +5,236+3.9% | Added |
| CIBC Private Wealth Group, LLC | 137,987 | $6.31M | 0.02% | −800−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 137,427 | $6.29M | 0.10% | −14,269−9.4% | Reduced |
| Public Employees Retirement Association of Colorado | 135,267 | $6.19M | 0.03% | +31,443+30.3% | Added |
| PGGM Investments | 132,205 | $6.05M | 0.10% | +33,943+34.5% | Added |
| Yousif Capital Management, LLC | 132,140 | $6.05M | 0.08% | −7,133−5.1% | Reduced |
| Cinctive Capital Management LP | 132,138 | $6.05M | 0.22% | +132,138 | New |
| New York Life Investment Management LLC | 131,550 | $6.02M | 0.07% | −357−0.3% | Reduced |
| Kanawha Capital Management LLC | 130,784 | $5.98M | 0.57% | −5,092−3.7% | Reduced |
| Martin Investment Management, LLC | 130,293 | $5.96M | 1.72% | +173+0.1% | Added |
| Private Advisor Group, LLC | 129,105 | $5.91M | 0.06% | +1,026+0.8% | Added |
| Achmea Investment Management B.V. | 127,158 | $5.82M | 0.17% | +4,048+3.3% | Added |
| CIBC Asset Management Inc | 123,097 | $5.63M | 0.02% | +1,796+1.5% | Added |
| ProShare Advisors LLC | 122,992 | $5.63M | 0.02% | +19,328+18.6% | Added |
| NorthCrest Asset Manangement, LLC | 122,952 | $5.63M | 0.23% | +83,306+210.1% | Added |
| Mutual of America Capital Management LLC | 119,659 | $5.47M | 0.07% | −97−0.1% | Reduced |
| Schroder Investment Management Group | 119,492 | $5.47M | 0.01% | −4,052−3.3% | Reduced |
| Fayez Sarofim & Co | 117,895 | $5.39M | 0.02% | −8,175−6.5% | Reduced |
| D.A. Davidson & Co. | 113,135 | $5.17M | 0.06% | −5,742−4.8% | Reduced |
| Fiduciary Trust Co | 113,036 | $5.17M | 0.10% | −5,576−4.7% | Reduced |
| Connecticut Wealth Management, LLC | 113,008 | $5.17M | 0.39% | +5,209+4.8% | Added |
| Captrust Financial Advisors | 112,122 | $5.13M | 0.02% | −613−0.5% | Reduced |
| Candriam Luxembourg S.C.A. | 119,974 | $5.05M | 0.04% | −5,171−4.1% | Reduced |
| GPM Growth Investors, Inc. | 109,792 | $5.02M | 2.91% | −172−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 109,538 | $5.01M | 0.10% | −21,817−16.6% | Reduced |
| Van Eck Associates Corp | 107,246 | $4.91M | 0.01% | +426+0.4% | Added |
| Twin Tree Management, LP | 106,965 | $4.89M | 0.14% | +106,965 | New |
| Toroso Investments, LLC | 106,904 | $4.89M | 0.16% | −7,775−6.8% | Reduced |
| Qube Research & Technologies Ltd | 106,902 | $4.89M | 0.03% | −538,994−83.4% | Reduced |
| Tufton Capital Management | 106,879 | $4.89M | 1.06% | +481+0.5% | Added |
| Bahl & Gaynor Inc | 103,613 | $4.74M | 0.03% | +2,314+2.3% | Added |
| Riverview Capital Advisers, LLC | 103,024 | $4.71M | 2.03% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 101,889 | $4.66M | 0.06% | −60,900−37.4% | Reduced |
| Davenport & Co LLC | 101,409 | $4.64M | 0.04% | −420.0% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 101,291 | $4.63M | 0.30% | +63,696+169.4% | Added |
| Telos Capital Management, Inc. | 100,525 | $4.60M | 0.64% | −11,499−10.3% | Reduced |
| Hall Laurie J Trustee | 99,220 | $4.54M | 1.94% | +5,425+5.8% | Added |
| Czech National Bank | 98,272 | $4.50M | 0.11% | +387+0.4% | Added |
| Close Asset Management Ltd | 98,244 | $4.49M | 0.22% | −290−0.3% | Reduced |
| HM Payson & Co | 98,093 | $4.49M | 0.11% | −2,362−2.4% | Reduced |
| Intech Investment Management LLC | 98,086 | $4.49M | 0.04% | −42,119−30.0% | Reduced |
| Gamco Investors, Inc. Et Al | 97,389 | $4.46M | 0.05% | −7,600−7.2% | Reduced |
| CapWealth Advisors, LLC | 96,426 | $4.41M | 0.55% | −7,655−7.4% | Reduced |
| Regions Financial Corp | 96,329 | $4.41M | 0.04% | +260+0.3% | Added |
| Evoke Wealth, LLC | 105,925 | $4.41M | 0.16% | −1,128−1.1% | Reduced |
| Wesleyan Assurance Society | 96,200 | $4.40M | 0.51% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 95,937 | $4.39M | 0.11% | −11,838−11.0% | Reduced |
| Public Sector Pension Investment Board | 91,742 | $4.20M | 0.03% | −12,600−12.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,468 | $4.18M | 0.02% | −1,893−2.0% | Reduced |
| FIL Ltd | 91,357 | $4.18M | 0.00% | +13,339+17.1% | Added |
| Northwest Investment Counselors, LLC | 90,864 | $4.16M | 1.16% | −2,146−2.3% | Reduced |
| Nissay Asset Management Corp | 90,204 | $4.13M | 0.04% | −3,819−4.1% | Reduced |
| Synovus Financial Corp | 89,664 | $4.10M | 0.05% | −9,693−9.8% | Reduced |
| Natixis | 89,314 | $4.09M | 0.04% | +12,694+16.6% | Added |
| Souders Financial Advisors | 88,577 | $4.05M | 0.86% | +912+1.0% | Added |
| Putnam Investments LLC | 86,428 | $3.95M | 0.01% | −8,662−9.1% | Reduced |
| Cerity Partners LLC | 70,870 | $3.89M | 0.02% | +11,632+19.6% | Added |
| Family Capital Trust Co | 85,013 | $3.89M | 1.51% | −403−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 84,334 | $3.86M | 0.09% | −1,198−1.4% | Reduced |
| Ethic Inc. | 83,110 | $3.80M | 0.15% | +21,871+35.7% | Added |
| SG Americas Securities, LLC | 82,505 | $3.77M | 0.05% | +60,220+270.2% | Added |
| Acadian Asset Management LLC | 81,115 | $3.71M | 0.02% | −194,917−70.6% | Reduced |
| AdvisorNet Financial, Inc | 80,751 | $3.69M | 0.34% | +817+1.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 79,199 | $3.62M | 0.08% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 78,054 | $3.57M | 0.04% | 00.0% | Unchanged |
| Lincoln Capital LLC | 76,976 | $3.52M | 0.97% | +1,141+1.5% | Added |
| Pegasus Asset Management, Inc. | 76,364 | $3.49M | 1.73% | +611+0.8% | Added |
| Farmers & Merchants Investments Inc | 76,342 | $3.49M | 0.14% | +828+1.1% | Added |
| Snowden Capital Advisors LLC | 76,084 | $3.48M | 0.14% | −1,935−2.5% | Reduced |