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, Q2 2023
Institutional positions in Carrier Global Corp as of Jun 30, 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
- 1,261
- +27 vs. Q1 2023
- Shares held
- 771.1M
- +38.0M (+5.2%) vs. Q1 2023
- Total value
- $38.3B
- +$4.76B (+14.2%) vs. Q1 2023
- New holders
- 114
- 388 more added
- Sold out
- 87
- 508 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 94,202,253 | $4.68B | 0.11% | −370,343−0.4% | Reduced |
| Capital Research Global Investors | 83,180,216 | $4.13B | 1.11% | +6,104,447+7.9% | Added |
| Capital World Investors | 80,757,252 | $4.01B | 0.77% | +7,996,941+11.0% | Added |
| Capital International Investors | 78,136,207 | $3.88B | 0.94% | +21,529,209+38.0% | Added |
| BlackRock Inc. | 60,825,164 | $3.02B | 0.08% | +2,282,320+3.9% | Added |
| State Street Corp | 33,534,416 | $1.67B | 0.09% | +386,968+1.2% | Added |
| Price T Rowe Associates Inc | 18,627,180 | $926.0M | 0.13% | +1,144,314+6.5% | Added |
| Geode Capital Management, LLC | 17,775,939 | $881.3M | 0.10% | +398,873+2.3% | Added |
| Nuveen Asset Management, LLC | 15,917,718 | $791.3M | 0.28% | +2,197,116+16.0% | Added |
| Dodge & Cox | 14,663,181 | $728.9M | 0.49% | −230,000−1.5% | Reduced |
| Fisher Asset Management, LLC | 12,549,566 | $623.8M | 0.34% | +1,054,884+9.2% | Added |
| Fiera Capital Corp | 11,350,599 | $564.2M | 1.63% | −617,171−5.2% | Reduced |
| Morgan Stanley | 9,403,166 | $467.4M | 0.05% | +334,926+3.7% | Added |
| Northern Trust Corp | 8,651,328 | $430.1M | 0.08% | −1,128,023−11.5% | Reduced |
| Norges Bank | 7,530,686 | $374.4M | 0.07% | −1,027,704−12.0% | Reduced |
| Dimensional Fund Advisors LP | 6,927,257 | $344.4M | 0.11% | −130,774−1.9% | Reduced |
| Bank of New York Mellon Corp | 6,868,026 | $341.4M | 0.07% | −181,126−2.6% | Reduced |
| Victory Capital Management Inc | 6,449,842 | $320.6M | 0.35% | +857,226+15.3% | Added |
| Legal & General Group Plc | 5,852,228 | $290.9M | 0.09% | +260,822+4.7% | Added |
| FMR LLC | 5,633,291 | $280.0M | 0.02% | +1,060,192+23.2% | Added |
| Primecap Management Co | 4,857,262 | $241.5M | 0.20% | −21,300−0.4% | Reduced |
| Bank of America Corp | 4,802,864 | $238.8M | 0.03% | +248,522+5.5% | Added |
| Burgundy Asset Management Ltd. | 4,787,213 | $238.0M | 2.80% | −219,815−4.4% | Reduced |
| UBS Asset Management Americas Inc | 5,023,034 | $229.8M | 0.11% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 4,549,752 | $226.2M | 0.06% | −35,921−0.8% | Reduced |
| Fiduciary Management Inc | 4,406,034 | $219.0M | 2.21% | +4,406,034 | New |
| Diamond Hill Capital Management Inc | 4,349,605 | $216.2M | 0.97% | −3,007−0.1% | Reduced |
| JPMorgan Chase & Co | 4,160,660 | $206.8M | 0.02% | +2,009,450+93.4% | Added |
| Invesco Ltd. | 4,120,358 | $204.8M | 0.05% | −1,211,746−22.7% | Reduced |
| Goldman Sachs Group Inc | 3,577,546 | $177.8M | 0.05% | +513,385+16.8% | Added |
| Gates Capital Management, Inc. | 3,536,405 | $175.8M | 5.49% | −55,919−1.6% | Reduced |
| Pictet Asset Management SA | 3,179,453 | $158.1M | 0.19% | +1,664,898+109.9% | Added |
| Swiss National Bank | 3,015,585 | $149.9M | 0.10% | −303,300−9.1% | Reduced |
| Principal Financial Group Inc | 2,752,240 | $136.8M | 0.09% | +1,670,206+154.4% | Added |
| Brown Advisory Inc | 2,642,394 | $131.4M | 0.21% | −63,009−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 2,594,082 | $128.4M | 0.50% | +53,998+2.1% | Added |
| Barclays PLC | 2,578,862 | $128.2M | 0.08% | +1,111,212+75.7% | Added |
| Royal Bank of Canada | 2,511,729 | $124.9M | 0.03% | +777,257+44.8% | Added |
| Deutsche Bank AG | 2,294,688 | $114.1M | 0.06% | +42,984+1.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,292,587 | $114.0M | 0.09% | −189,599−7.6% | Reduced |
| Amundi | 2,272,300 | $113.7M | 0.06% | −749,107−24.8% | Reduced |
| Credit Suisse AG | 2,021,041 | $100.5M | 0.10% | −1,185,620−37.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,813,052 | $90.1M | 0.54% | −8,964−0.5% | Reduced |
| National Pension Service | 1,679,629 | $83.1M | 0.13% | +88,660+5.6% | Added |
| Raymond James & Associates | 1,663,030 | $82.7M | 0.07% | +29,875+1.8% | Added |
| Meitav Dash Investments Ltd | 1,644,230 | $81.6M | 0.66% | +824,475+100.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,628,616 | $81.0M | 0.36% | +830,570+104.1% | Added |
| Rhumbline Advisers | 1,625,022 | $80.8M | 0.09% | −4,823−0.3% | Reduced |
| Massachusetts Financial Services Co | 1,613,584 | $80.2M | 0.03% | −94,367−5.5% | Reduced |
| First Trust Advisors LP | 1,573,614 | $78.2M | 0.09% | +221,611+16.4% | Added |
| Wells Fargo & Company | 1,557,709 | $77.4M | 0.02% | +199,917+14.7% | Added |
| Prudential Financial Inc | 1,541,290 | $76.6M | 0.11% | +111,931+7.8% | Added |
| California Public Employees Retirement System | 1,504,073 | $74.8M | 0.06% | −44,873−2.9% | Reduced |
| Russell Investments Group, Ltd. | 1,479,144 | $73.5M | 0.14% | −119,451−7.5% | Reduced |
| Ameriprise Financial Inc | 1,437,395 | $71.5M | 0.02% | −8,775−0.6% | Reduced |
| Capital Group Private Client Services, Inc. | 1,404,808 | $69.8M | 0.82% | +261,598+22.9% | Added |
| Mawer Investment Management Ltd. | 1,382,278 | $68.7M | 0.36% | −271,287−16.4% | Reduced |
| California State Teachers Retirement System | 1,364,157 | $67.8M | 0.10% | −30,034−2.2% | Reduced |
| APG Asset Management N.V. | 1,397,639 | $63.7M | 0.13% | −25,680−1.8% | Reduced |
| Envestnet Asset Management Inc | 1,280,153 | $63.6M | 0.03% | +9,698+0.8% | Added |
| Alliancebernstein L.P. | 1,186,648 | $59.0M | 0.02% | −92,127−7.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,163,247 | $57.8M | 0.05% | −12,325−1.0% | Reduced |
| Los Angeles Capital Management LLC | 1,148,164 | $57.1M | 0.23% | −498,233−30.3% | Reduced |
| HighTower Advisors, LLC | 1,131,035 | $56.1M | 0.11% | +15,355+1.4% | Added |
| StonePine Asset Management Inc. | 1,116,036 | $55.5M | 2.68% | −1,416,163−55.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,113,105 | $55.3M | 0.03% | −31,986−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 1,102,048 | $54.8M | 0.11% | −788,491−41.7% | Reduced |
| New York State Common Retirement Fund | 1,096,247 | $54.5M | 0.07% | +59,353+5.7% | Added |
| DekaBank Deutsche Girozentrale | 1,081,860 | $53.7M | 0.12% | +856,681+380.4% | Added |
| Handelsbanken Fonder AB | 1,040,815 | $51.7M | 0.28% | +774,434+290.7% | Added |
| Great West Life Assurance Co | 1,022,702 | $51.1M | 0.12% | −200,278−16.4% | Reduced |
| Clean Energy Transition LLP | 1,017,452 | $50.6M | 6.91% | −341,162−25.1% | Reduced |
| iA Global Asset Management Inc. | 1,004,418 | $49.9M | 1.32% | +1,004,418 | New |
| HSBC Holdings PLC | 989,702 | $49.2M | 0.05% | −61,798−5.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 957,380 | $47.6M | 3.12% | −1,683−0.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 932,146 | $46.3M | 0.21% | −51,238−5.2% | Reduced |
| State Board of Administration of Florida Retirement System | 927,500 | $46.1M | 0.10% | −11,908−1.3% | Reduced |
| New York State Teachers Retirement System | 921,288 | $45.8M | 0.10% | −36,024−3.8% | Reduced |
| Capital International Inc | 910,647 | $45.3M | 0.82% | +78,480+9.4% | Added |
| Boston Common Asset Management, LLC | 883,879 | $43.9M | 0.94% | +817+0.1% | Added |
| UBS Group AG | 847,989 | $42.2M | 0.02% | −213,261−20.1% | Reduced |
| Great Lakes Advisors, LLC | 843,603 | $41.9M | 0.42% | +139,043+19.7% | Added |
| Dearborn Partners LLC | 840,815 | $41.8M | 1.60% | −1,398−0.2% | Reduced |
| Vontobel Holding Ltd. | 790,569 | $39.3M | 0.34% | +771,649+4,078.5% | Added |
| Baird Financial Group, Inc. | 789,474 | $39.2M | 0.10% | −216,226−21.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 765,573 | $38.1M | 0.06% | +624,143+441.3% | Added |
| Causeway Capital Management LLC | 754,096 | $37.5M | 0.99% | −633,503−45.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 707,536 | $35.2M | 0.07% | +61,563+9.5% | Added |
| AMF Pensionsforsakring AB | 702,216 | $34.9M | 0.32% | +702,216 | New |
| Aviva PLC | 694,191 | $34.5M | 0.14% | +540,410+351.4% | Added |
| CI Private Wealth, LLC | 683,553 | $34.0M | 0.08% | +2,998+0.4% | Added |
| Davis Selected Advisers | 624,528 | $31.0M | 0.19% | +2220.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 614,257 | $30.5M | 0.20% | +331,173+117.0% | Added |
| Mackenzie Financial Corp | 607,802 | $30.4M | 0.05% | +537,623+766.1% | Added |
| State of Tennessee, Treasury Department | 611,340 | $30.4M | 0.13% | −278,880−31.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 595,315 | $29.6M | 1.42% | +595,315 | New |
| Bank of Montreal | 586,281 | $29.2M | 0.02% | +50,184+9.4% | Added |
| Citigroup Inc | 568,545 | $28.3M | 0.04% | +105,485+22.8% | Added |
| Glenmede Trust Co NA | 614,812 | $28.1M | 0.16% | −702−0.1% | Reduced |
| Capital International Sarl | 558,076 | $27.7M | 1.24% | +48,510+9.5% | Added |