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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 97,839 | $4.86M | 0.04% | +55,655+131.9% | Added |
| Allianz Asset Management GmbH | 98,487 | $4.90M | 0.01% | −52,017−34.6% | Reduced |
| Private Advisor Group, LLC | 95,446 | $4.91M | 0.04% | −33,659−26.1% | Reduced |
| Czech National Bank | 98,828 | $4.91M | 0.11% | +556+0.6% | Added |
| Fiduciary Trust Co | 99,692 | $4.96M | 0.09% | −13,344−11.8% | Reduced |
| Hall Laurie J Trustee | 100,705 | $5.01M | 1.99% | +1,485+1.5% | Added |
| Telos Capital Management, Inc. | 101,184 | $5.03M | 0.67% | +659+0.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 101,291 | $5.04M | 0.31% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 102,656 | $5.10M | 0.21% | +102,656 | New |
| Riverview Capital Advisers, LLC | 103,024 | $5.12M | 2.25% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 103,499 | $5.14M | 0.87% | +96,331+1,343.9% | Added |
| Bahl & Gaynor Inc | 104,103 | $5.17M | 0.03% | +490+0.5% | Added |
| Regions Financial Corp | 105,836 | $5.26M | 0.05% | +9,507+9.9% | Added |
| Schroder Investment Management Group | 106,407 | $5.29M | 0.01% | −13,085−11.0% | Reduced |
| Tufton Capital Management | 107,448 | $5.34M | 1.15% | +569+0.5% | Added |
| Lazard Asset Management LLC | 108,303 | $5.38M | 0.01% | −158,532−59.4% | Reduced |
| Connecticut Wealth Management, LLC | 108,463 | $5.39M | 0.37% | −4,545−4.0% | Reduced |
| GPM Growth Investors, Inc. | 112,589 | $5.60M | 2.94% | +2,797+2.5% | Added |
| Stephens Inc | 112,888 | $5.61M | 0.10% | +59,489+111.4% | Added |
| Carlson Capital L P | 114,100 | $5.67M | 0.49% | +114,100 | New |
| D.A. Davidson & Co. | 114,259 | $5.68M | 0.06% | +1,124+1.0% | Added |
| Lincoln Capital LLC | 115,600 | $5.75M | 1.48% | +38,624+50.2% | Added |
| Captrust Financial Advisors | 118,703 | $5.90M | 0.02% | +6,581+5.9% | Added |
| Mutual of America Capital Management LLC | 120,360 | $5.98M | 0.07% | +701+0.6% | Added |
| CIBC Asset Management Inc | 121,871 | $6.06M | 0.02% | −1,226−1.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 122,521 | $6.09M | 0.24% | −431−0.4% | Reduced |
| Van Eck Associates Corp | 124,763 | $6.20M | 0.01% | +17,517+16.3% | Added |
| PGGM Investments | 125,014 | $6.21M | 0.10% | −7,191−5.4% | Reduced |
| Andra AP-fonden | 126,062 | $6.27M | 0.16% | −100,300−44.3% | Reduced |
| Fifth Third Bancorp | 126,137 | $6.27M | 0.03% | −15,110−10.7% | Reduced |
| ProShare Advisors LLC | 126,448 | $6.29M | 0.02% | +3,456+2.8% | Added |
| Philadelphia Trust Co | 129,050 | $6.42M | 0.61% | −20,220−13.5% | Reduced |
| Martin Investment Management, LLC | 129,215 | $6.42M | 1.81% | −1,078−0.8% | Reduced |
| Kanawha Capital Management LLC | 130,345 | $6.48M | 0.60% | −439−0.3% | Reduced |
| New York Life Investment Management LLC | 130,864 | $6.51M | 0.07% | −686−0.5% | Reduced |
| Yousif Capital Management, LLC | 131,322 | $6.53M | 0.08% | −818−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 132,990 | $6.61M | 0.08% | +68,330+105.7% | Added |
| Public Employees Retirement Association of Colorado | 133,103 | $6.62M | 0.03% | −2,164−1.6% | Reduced |
| Capital Management Corp | 134,011 | $6.66M | 1.43% | −7,220−5.1% | Reduced |
| Millennium Management LLC | 134,179 | $6.67M | 0.01% | −335,725−71.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 135,418 | $6.73M | 0.10% | −2,009−1.5% | Reduced |
| Janney Montgomery Scott LLC | 135,662 | $6.74M | 0.02% | −3,352−2.4% | Reduced |
| Xponance, Inc. | 136,324 | $6.78M | 0.09% | −3,038−2.2% | Reduced |
| State of Alaska, Department of Revenue | 139,537 | $6.93M | 0.08% | −9,774−6.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 141,700 | $7.04M | 0.02% | −2,065−1.4% | Reduced |
| Utah Retirement Systems | 142,904 | $7.10M | 0.10% | −5,800−3.9% | Reduced |
| Comerica Securities,inc. | 142,867 | $7.13M | 0.49% | +2,228+1.6% | Added |
| Punch & Associates Investment Management, Inc. | 143,404 | $7.13M | 0.43% | −978−0.7% | Reduced |
| Churchill Management Corp | 143,698 | $7.14M | 0.12% | −1,267−0.9% | Reduced |
| Neuberger Berman Group LLC | 143,993 | $7.16M | 0.01% | +3,554+2.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 145,599 | $7.24M | 0.06% | +4,183+3.0% | Added |
| CIBC Private Wealth Group, LLC | 149,052 | $7.41M | 0.02% | +11,065+8.0% | Added |
| Truist Financial Corp | 150,730 | $7.49M | 0.01% | −2,964−1.9% | Reduced |
| Commerce Bank | 151,912 | $7.55M | 0.06% | −9,353−5.8% | Reduced |
| M. Kraus & Co | 154,099 | $7.66M | 2.57% | +4,345+2.9% | Added |
| Storebrand Asset Management AS | 154,641 | $7.69M | 0.04% | −177,160−53.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 157,055 | $7.81M | 0.01% | +4,445+2.9% | Added |
| Meyer Handelman Co | 158,325 | $7.87M | 0.32% | +2,100+1.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 160,289 | $7.97M | 0.10% | +58,400+57.3% | Added |
| Natixis Advisors, L.P. | 162,396 | $8.07M | 0.02% | −11,767−6.8% | Reduced |
| Cutler Investment Counsel LLC | 161,908 | $8.08M | 1.22% | −463−0.3% | Reduced |
| Achmea Investment Management B.V. | 164,912 | $8.20M | 0.17% | +37,754+29.7% | Added |
| Peapack Gladstone Financial Corp | 165,711 | $8.24M | 0.15% | +6,670+4.2% | Added |
| Segment Wealth Management, LLC | 165,921 | $8.25M | 0.85% | −2,163−1.3% | Reduced |
| MML Investors Services, LLC | 168,827 | $8.39M | 0.05% | +21,763+14.8% | Added |
| Texas Permanent School Fund | 175,058 | $8.70M | 0.08% | +1,144+0.7% | Added |
| Two Sigma Advisers, LP | 176,400 | $8.77M | 0.02% | +103,300+141.3% | Added |
| D. E. Shaw & Co., Inc. | 176,914 | $8.79M | 0.01% | −408,076−69.8% | Reduced |
| Waratah Capital Advisors Ltd. | 177,257 | $8.81M | 0.44% | −378,976−68.1% | Reduced |
| ClariVest Asset Management LLC | 177,301 | $8.81M | 0.44% | −32,600−15.5% | Reduced |
| Olstein Capital Management, L.P. | 180,000 | $8.95M | 1.45% | +17,000+10.4% | Added |
| IFM Investors Pty Ltd | 184,636 | $9.18M | 0.12% | −2,413−1.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 186,123 | $9.25M | 0.37% | −669−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 186,573 | $9.28M | 0.14% | −91,499−32.9% | Reduced |
| Keybank National Association | 188,491 | $9.37M | 0.04% | −900.0% | Reduced |
| Retirement Systems of Alabama | 189,737 | $9.43M | 0.04% | −56,826−23.0% | Reduced |
| Trybe Capital Management LP | 192,058 | $9.55M | 5.54% | +192,058 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 195,764 | $9.73M | 0.03% | −252,458−56.3% | Reduced |
| Canoe Financial LP | 200,050 | $9.95M | 0.21% | +13,900+7.5% | Added |
| Oppenheimer & Co Inc | 202,609 | $10.1M | 0.20% | −3,285−1.6% | Reduced |
| Mariner, LLC | 205,099 | $10.2M | 0.03% | +936+0.5% | Added |
| Socorro Asset Management LP | 206,697 | $10.3M | 4.34% | 00.0% | Unchanged |
| MetLife Investment Management | 211,858 | $10.5M | 0.08% | −3,446−1.6% | Reduced |
| Welch & Forbes LLC | 211,939 | $10.5M | 0.17% | −64,809−23.4% | Reduced |
| Nomura Asset Management Co Ltd | 214,046 | $10.6M | 0.05% | −46,178−17.7% | Reduced |
| Amalgamated Bank | 217,579 | $10.8M | 0.09% | +410+0.2% | Added |
| Verition Fund Management LLC | 218,019 | $10.8M | 0.17% | +40,252+22.6% | Added |
| Franklin Resources Inc | 220,753 | $11.0M | 0.01% | −38,925−15.0% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 222,000 | $11.0M | 0.97% | 00.0% | Unchanged |
| American International Group, Inc. | 226,050 | $11.2M | 0.07% | −403−0.2% | Reduced |
| USS Investment Management Ltd | 226,976 | $11.3M | 0.13% | 00.0% | Unchanged |
| State of Michigan Retirement System | 229,525 | $11.4M | 0.07% | +400+0.2% | Added |
| Susquehanna International Group, LLP | 230,493 | $11.5M | 0.02% | −197,038−46.1% | Reduced |
| Janus Henderson Group PLC | 233,461 | $11.6M | 0.01% | +41,361+21.5% | Added |
| DnB Asset Management AS | 234,521 | $11.7M | 0.07% | −1,886−0.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $11.7M | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 236,900 | $11.8M | 0.03% | +236,900 | New |
| Arizona State Retirement System | 238,667 | $11.9M | 0.10% | +10,332+4.5% | Added |
| Nisa Investment Advisors, LLC | 239,288 | $11.9M | 0.09% | −845−0.4% | Reduced |
| Canada Pension Plan Investment Board | 239,497 | $11.9M | 0.02% | −99,900−29.4% | Reduced |