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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 75,557 | $3.46M | 0.00% | −300−0.4% | Reduced |
| Parsons Capital Management Inc | 75,118 | $3.44M | 0.28% | +692+0.9% | Added |
| GAM Holding AG | 75,106 | $3.44M | 0.24% | +7,559+11.2% | Added |
| Hudson Bay Capital Management LP | 75,000 | $3.43M | 0.04% | +75,000 | New |
| Gilman Hill Asset Management, LLC | 74,797 | $3.42M | 0.70% | +2,865+4.0% | Added |
| British Columbia Investment Management Corp | 74,654 | $3.42M | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 74,531 | $3.41M | 0.04% | −56,471−43.1% | Reduced |
| Jefferies Financial Group Inc. | 73,514 | $3.36M | 0.07% | +59,059+408.6% | Added |
| Two Sigma Advisers, LP | 73,100 | $3.34M | 0.01% | −408,500−84.8% | Reduced |
| MU Investments Co., Ltd. | 72,990 | $3.29M | 4.32% | −3,800−4.9% | Reduced |
| Ingalls & Snyder LLC | 70,663 | $3.23M | 0.17% | −1,760−2.4% | Reduced |
| Huber Capital Management LLC | 70,521 | $3.23M | 0.80% | +25,000+54.9% | Added |
| Cetera Advisor Networks LLC | 70,478 | $3.22M | 0.02% | +170.0% | Added |
| Gabelli Funds LLC | 70,400 | $3.22M | 0.02% | −1,100−1.5% | Reduced |
| Mackenzie Financial Corp | 70,179 | $3.21M | 0.01% | −1,337−1.9% | Reduced |
| Hartford Investment Management Co | 70,139 | $3.21M | 0.11% | +9,611+15.9% | Added |
| Bank of Nova Scotia | 69,024 | $3.16M | 0.01% | −71,358−50.8% | Reduced |
| Securian Asset Management, Inc | 68,906 | $3.15M | 0.08% | +257+0.4% | Added |
| Patten Group, Inc. | 68,744 | $3.15M | 0.94% | −216−0.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 68,250 | $3.12M | 0.29% | +37,297+120.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 68,096 | $3.12M | 0.27% | −87,234−56.2% | Reduced |
| Prudential PLC | 67,856 | $3.10M | 0.04% | −20.0% | Reduced |
| Mercer Global Advisors Inc | 67,696 | $3.10M | 0.01% | +922+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,064 | $3.07M | 0.06% | +780+1.2% | Added |
| Raymond James Trust N.A. | 66,833 | $3.06M | 0.10% | +2,430+3.8% | Added |
| JustInvest LLC | 66,916 | $3.06M | 0.11% | +4,853+7.8% | Added |
| Crossmark Global Holdings, Inc. | 66,598 | $3.05M | 0.07% | −1,922−2.8% | Reduced |
| Maryland State Retirement & Pension System | 66,402 | $3.04M | 0.07% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 65,957 | $3.02M | 0.11% | −210−0.3% | Reduced |
| Wealthfront Advisers LLC | 65,753 | $3.01M | 0.01% | +6,850+11.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 65,393 | $2.99M | 0.16% | +7,606+13.2% | 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 |
| Oregon Public Employees Retirement Fund | 64,660 | $2.96M | 0.04% | +230+0.4% | Added |
| CWM, LLC | 64,634 | $2.96M | 0.02% | +2,701+4.4% | Added |
| Brown Brothers Harriman & Co | 64,083 | $2.93M | 0.02% | +1,408+2.2% | Added |
| Canandaigua National Bank & Trust Co | 64,032 | $2.93M | 0.49% | +64,032 | New |
| Cohen Capital Management, Inc. | 63,834 | $2.92M | 0.59% | −256−0.4% | Reduced |
| Daiwa Securities Group Inc. | 63,621 | $2.91M | 0.02% | +4,798+8.2% | Added |
| Huntington National Bank | 63,087 | $2.89M | 0.03% | −3,710−5.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 62,853 | $2.88M | 0.00% | +3,107+5.2% | Added |
| Blair William & Co | 62,547 | $2.86M | 0.01% | +10,028+19.1% | Added |
| AMG National Trust Bank | 62,452 | $2.86M | 0.10% | −60.0% | Reduced |
| Elo Mutual Pension Insurance Co | 60,170 | $2.75M | 0.09% | −4,979−7.6% | Reduced |
| M Holdings Securities, Inc. | 59,946 | $2.74M | 0.28% | −309−0.5% | Reduced |
| Connectus Wealth, LLC | 59,215 | $2.71M | 0.07% | +9,874+20.0% | Added |
| Cohen Klingenstein LLC | 58,634 | $2.68M | 0.13% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 58,565 | $2.68M | 0.01% | +51,569+737.1% | Added |
| Stratos Wealth Partners, LTD. | 58,494 | $2.68M | 0.07% | +2,010+3.6% | Added |
| Nordea Investment Management AB | 58,599 | $2.67M | 0.00% | −408−0.7% | Reduced |
| Guggenheim Capital LLC | 58,160 | $2.66M | 0.02% | +24,078+70.6% | Added |
| Poehling Capital Management, LLC | 58,032 | $2.65M | 0.89% | −291−0.5% | Reduced |
| Delta Capital Management LLC | 57,945 | $2.65M | 1.87% | −460−0.8% | Reduced |
| Wesbanco Bank Inc | 57,866 | $2.65M | 0.11% | +596+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 57,649 | $2.64M | 0.11% | +843+1.5% | Added |
| Eqis Capital Management, Inc. | 57,481 | $2.63M | 0.30% | −8,561−13.0% | Reduced |
| JB Capital LLC | 56,732 | $2.60M | 0.24% | +68+0.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 56,600 | $2.59M | 0.58% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 56,568 | $2.59M | 0.05% | +252+0.4% | Added |
| United Capital Financial Advisers, LLC | 55,660 | $2.55M | 0.01% | −17,653−24.1% | Reduced |
| Sargent Investment Group, LLC | 55,024 | $2.51M | 0.66% | −1,640−2.9% | Reduced |
| Tower View Investment Management & Research LLC | 54,903 | $2.51M | 1.69% | +1,290+2.4% | Added |
| American Century Companies Inc | 55,425 | $2.51M | 0.00% | +3,961+7.7% | Added |
| Rafferty Asset Management, LLC | 54,446 | $2.49M | 0.02% | +3,006+5.8% | Added |
| Louisiana State Employees Retirement System | 54,200 | $2.48M | 0.06% | +200+0.4% | Added |
| Stephens Inc | 53,399 | $2.44M | 0.05% | +921+1.8% | Added |
| Norinchukin Bank, The | 53,022 | $2.43M | 0.05% | +1,528+3.0% | Added |
| Heritage Investors Management Corp | 52,797 | $2.42M | 0.10% | −2,851−5.1% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.40M | 1.44% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 52,359 | $2.40M | 0.36% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 51,465 | $2.35M | 0.03% | +23,014+80.9% | Added |
| Silvercrest Asset Management Group LLC | 50,861 | $2.33M | 0.02% | −1,666−3.2% | Reduced |
| LSV Asset Management | 50,700 | $2.32M | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 50,621 | $2.32M | 0.09% | −2,075−3.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 48,853 | $2.24M | 0.04% | −51−0.1% | Reduced |
| Argent Trust Co | 46,991 | $2.15M | 0.14% | +890+1.9% | Added |
| Cacti Asset Management LLC | 46,767 | $2.14M | 0.20% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 45,636 | $2.09M | 0.05% | −4,651−9.2% | Reduced |
| YHB Investment Advisors, Inc. | 45,469 | $2.08M | 0.21% | −80−0.2% | Reduced |
| New England Research & Management, Inc. | 45,440 | $2.08M | 1.22% | −710−1.5% | Reduced |
| Assenagon Asset Management S.A. | 45,401 | $2.08M | 0.01% | +15,920+54.0% | Added |
| Whittier Trust Co of Nevada Inc | 45,346 | $2.07M | 0.08% | +344+0.8% | Added |
| Lee Danner & Bass Inc | 45,141 | $2.06M | 0.19% | −18,713−29.3% | Reduced |
| AdvisorShares Investments LLC | 44,935 | $2.06M | 0.64% | +13,705+43.9% | Added |
| Veritable, L.P. | 44,424 | $2.03M | 0.03% | −454−1.0% | Reduced |
| Atria Investments LLC | 44,316 | $2.03M | 0.04% | −1,116−2.5% | Reduced |
| Cetera Advisors LLC | 44,186 | $2.02M | 0.03% | +2,288+5.5% | Added |
| Lighthouse Investment Partners, LLC | 43,500 | $1.99M | 0.17% | +10,500+31.8% | Added |
| Trust Co of Vermont | 42,189 | $1.93M | 0.13% | +602+1.4% | Added |
| CIBC World Markets Corp | 42,184 | $1.93M | 0.03% | −56,131−57.1% | Reduced |
| Monarch Capital Management Inc | 41,329 | $1.89M | 0.58% | −309−0.7% | Reduced |
| South Dakota Investment Council | 40,609 | $1.86M | 0.04% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.83M | 0.55% | 00.0% | Unchanged |
| Nwam LLC | 39,612 | $1.81M | 0.18% | +17,784+81.5% | Added |
| Advisor Partners II, LLC | 39,571 | $1.81M | 0.10% | +2,531+6.8% | Added |
| New Mexico Educational Retirement Board | 38,717 | $1.77M | 0.09% | −1,200−3.0% | Reduced |
| IMA Wealth, Inc. | 38,375 | $1.76M | 0.45% | −278−0.7% | Reduced |
| Cetera Investment Advisers | 38,144 | $1.75M | 0.02% | +8,135+27.1% | Added |
| AIA Group Ltd | 38,076 | $1.74M | 0.09% | +6,057+18.9% | Added |
| Whittier Trust Co | 37,402 | $1.71M | 0.03% | +2,861+8.3% | Added |