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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 1,364,157 | $67.8M | 0.10% | −30,034−2.2% | Reduced |
| Mawer Investment Management Ltd. | 1,382,278 | $68.7M | 0.36% | −271,287−16.4% | Reduced |
| Capital Group Private Client Services, Inc. | 1,404,808 | $69.8M | 0.82% | +261,598+22.9% | Added |
| Ameriprise Financial Inc | 1,437,395 | $71.5M | 0.02% | −8,775−0.6% | Reduced |
| Russell Investments Group, Ltd. | 1,479,144 | $73.5M | 0.14% | −119,451−7.5% | Reduced |
| California Public Employees Retirement System | 1,504,073 | $74.8M | 0.06% | −44,873−2.9% | Reduced |
| Prudential Financial Inc | 1,541,290 | $76.6M | 0.11% | +111,931+7.8% | Added |
| Wells Fargo & Company | 1,557,709 | $77.4M | 0.02% | +199,917+14.7% | Added |
| First Trust Advisors LP | 1,573,614 | $78.2M | 0.09% | +221,611+16.4% | Added |
| Massachusetts Financial Services Co | 1,613,584 | $80.2M | 0.03% | −94,367−5.5% | Reduced |
| Rhumbline Advisers | 1,625,022 | $80.8M | 0.09% | −4,823−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,628,616 | $81.0M | 0.36% | +830,570+104.1% | Added |
| Meitav Dash Investments Ltd | 1,644,230 | $81.6M | 0.66% | +824,475+100.6% | Added |
| Raymond James & Associates | 1,663,030 | $82.7M | 0.07% | +29,875+1.8% | Added |
| National Pension Service | 1,679,629 | $83.1M | 0.13% | +88,660+5.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,813,052 | $90.1M | 0.54% | −8,964−0.5% | Reduced |
| Credit Suisse AG | 2,021,041 | $100.5M | 0.10% | −1,185,620−37.0% | Reduced |
| Amundi | 2,272,300 | $113.7M | 0.06% | −749,107−24.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,292,587 | $114.0M | 0.09% | −189,599−7.6% | Reduced |
| Deutsche Bank AG | 2,294,688 | $114.1M | 0.06% | +42,984+1.9% | Added |
| Royal Bank of Canada | 2,511,729 | $124.9M | 0.03% | +777,257+44.8% | Added |
| Barclays PLC | 2,578,862 | $128.2M | 0.08% | +1,111,212+75.7% | Added |
| Rockefeller Capital Management L.P. | 2,594,082 | $128.4M | 0.50% | +53,998+2.1% | Added |
| Brown Advisory Inc | 2,642,394 | $131.4M | 0.21% | −63,009−2.3% | Reduced |
| Principal Financial Group Inc | 2,752,240 | $136.8M | 0.09% | +1,670,206+154.4% | Added |
| Swiss National Bank | 3,015,585 | $149.9M | 0.10% | −303,300−9.1% | Reduced |
| Pictet Asset Management SA | 3,179,453 | $158.1M | 0.19% | +1,664,898+109.9% | Added |
| Gates Capital Management, Inc. | 3,536,405 | $175.8M | 5.49% | −55,919−1.6% | Reduced |
| Goldman Sachs Group Inc | 3,577,546 | $177.8M | 0.05% | +513,385+16.8% | Added |
| Invesco Ltd. | 4,120,358 | $204.8M | 0.05% | −1,211,746−22.7% | Reduced |
| JPMorgan Chase & Co | 4,160,660 | $206.8M | 0.02% | +2,009,450+93.4% | Added |
| Diamond Hill Capital Management Inc | 4,349,605 | $216.2M | 0.97% | −3,007−0.1% | Reduced |
| Fiduciary Management Inc | 4,406,034 | $219.0M | 2.21% | +4,406,034 | New |
| Charles Schwab Investment Management Inc | 4,549,752 | $226.2M | 0.06% | −35,921−0.8% | Reduced |
| UBS Asset Management Americas Inc | 5,023,034 | $229.8M | 0.11% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 4,787,213 | $238.0M | 2.80% | −219,815−4.4% | Reduced |
| Bank of America Corp | 4,802,864 | $238.8M | 0.03% | +248,522+5.5% | Added |
| Primecap Management Co | 4,857,262 | $241.5M | 0.20% | −21,300−0.4% | Reduced |
| FMR LLC | 5,633,291 | $280.0M | 0.02% | +1,060,192+23.2% | Added |
| Legal & General Group Plc | 5,852,228 | $290.9M | 0.09% | +260,822+4.7% | Added |
| Victory Capital Management Inc | 6,449,842 | $320.6M | 0.35% | +857,226+15.3% | Added |
| Bank of New York Mellon Corp | 6,868,026 | $341.4M | 0.07% | −181,126−2.6% | Reduced |
| Dimensional Fund Advisors LP | 6,927,257 | $344.4M | 0.11% | −130,774−1.9% | Reduced |
| Norges Bank | 7,530,686 | $374.4M | 0.07% | −1,027,704−12.0% | Reduced |
| Northern Trust Corp | 8,651,328 | $430.1M | 0.08% | −1,128,023−11.5% | Reduced |
| Morgan Stanley | 9,403,166 | $467.4M | 0.05% | +334,926+3.7% | Added |
| Fiera Capital Corp | 11,350,599 | $564.2M | 1.63% | −617,171−5.2% | Reduced |
| Fisher Asset Management, LLC | 12,549,566 | $623.8M | 0.34% | +1,054,884+9.2% | Added |
| Dodge & Cox | 14,663,181 | $728.9M | 0.49% | −230,000−1.5% | Reduced |
| Nuveen Asset Management, LLC | 15,917,718 | $791.3M | 0.28% | +2,197,116+16.0% | Added |
| Geode Capital Management, LLC | 17,775,939 | $881.3M | 0.10% | +398,873+2.3% | Added |
| Price T Rowe Associates Inc | 18,627,180 | $926.0M | 0.13% | +1,144,314+6.5% | Added |
| State Street Corp | 33,534,416 | $1.67B | 0.09% | +386,968+1.2% | Added |
| BlackRock Inc. | 60,825,164 | $3.02B | 0.08% | +2,282,320+3.9% | Added |
| Capital International Investors | 78,136,207 | $3.88B | 0.94% | +21,529,209+38.0% | Added |
| Capital World Investors | 80,757,252 | $4.01B | 0.77% | +7,996,941+11.0% | Added |
| Capital Research Global Investors | 83,180,216 | $4.13B | 1.11% | +6,104,447+7.9% | Added |
| Vanguard Group Inc | 94,202,253 | $4.68B | 0.11% | −370,343−0.4% | Reduced |
| Sofos Investments, Inc. | 50 | – | – | +4+8.7% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Quilter Plc | 1,405 | – | – | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,659,207−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,052,572−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −1,036,931−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −782,971−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −593,605−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −556,670−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −454,331−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −423,470−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −400,214−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −345,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −252,902−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −236,210−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −206,064−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −205,824−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −183,300−100.0% | Sold out |
| Forge First Asset Management Inc. | 0 | $0 | 0.00% | −177,900−100.0% | Sold out |
| Windward Capital Management Co | 0 | $0 | 0.00% | −161,975−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −159,100−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −146,058−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −132,138−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −106,965−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −106,902−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −86,428−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −81,115−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Huber Capital Management LLC | 0 | $0 | 0.00% | −70,521−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −68,250−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −32,791−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −27,344−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −21,658−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −22,192−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,234−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −15,885−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −13,948−100.0% | Sold out |
| Shikiar Asset Management Inc | 0 | $0 | 0.00% | −12,590−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −11,056−100.0% | Sold out |