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, Q3 2023
Institutional positions in Carrier Global Corp as of Sep 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
- 1,316
- +70 vs. Q2 2023
- Shares held
- 777.3M
- +9.54M (+1.2%) vs. Q2 2023
- Total value
- $42.9B
- +$4.77B (+12.5%) vs. Q2 2023
- New holders
- 138
- 411 more added
- Sold out
- 68
- 503 more reduced
15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 93,778,971 | $5.18B | 0.13% | −423,282−0.4% | Reduced |
| Capital Research Global Investors | 89,867,984 | $4.96B | 1.37% | +6,687,768+8.0% | Added |
| Capital International Investors | 80,619,896 | $4.45B | 1.13% | +2,483,689+3.2% | Added |
| Capital World Investors | 80,540,930 | $4.45B | 0.88% | −216,322−0.3% | Reduced |
| BlackRock Inc. | 59,769,652 | $3.30B | 0.10% | −1,055,512−1.7% | Reduced |
| State Street Corp | 32,670,288 | $1.80B | 0.10% | −864,128−2.6% | Reduced |
| Geode Capital Management, LLC | 18,167,301 | $1.00B | 0.12% | +391,362+2.2% | Added |
| Price T Rowe Associates Inc | 15,817,692 | $873.1M | 0.13% | −2,809,488−15.1% | Reduced |
| Nuveen Asset Management, LLC | 15,240,258 | $841.3M | 0.30% | −677,460−4.3% | Reduced |
| Dodge & Cox | 14,505,956 | $800.7M | 0.54% | −157,225−1.1% | Reduced |
| Fisher Asset Management, LLC | 12,996,778 | $717.4M | 0.41% | +447,212+3.6% | Added |
| Fiera Capital Corp | 10,258,528 | $566.3M | 1.81% | −1,092,071−9.6% | Reduced |
| Morgan Stanley | 9,245,266 | $510.3M | 0.05% | −157,900−1.7% | Reduced |
| Northern Trust Corp | 8,941,301 | $493.6M | 0.10% | +289,973+3.4% | Added |
| Norges Bank | 7,331,157 | $404.7M | 0.08% | −199,529−2.6% | Reduced |
| Bank of New York Mellon Corp | 6,719,813 | $370.9M | 0.08% | −148,213−2.2% | Reduced |
| FMR LLC | 6,666,775 | $368.0M | 0.03% | +1,033,484+18.3% | Added |
| Dimensional Fund Advisors LP | 5,742,124 | $317.0M | 0.10% | −1,185,133−17.1% | Reduced |
| Legal & General Group Plc | 5,619,154 | $310.2M | 0.11% | −233,074−4.0% | Reduced |
| UBS Asset Management Americas Inc | 5,344,165 | $295.0M | 0.13% | +321,131+6.4% | Added |
| Bank of America Corp | 4,973,001 | $274.5M | 0.03% | +170,137+3.5% | Added |
| Primecap Management Co | 4,816,362 | $265.9M | 0.22% | −40,900−0.8% | Reduced |
| C WorldWide Group Holding A/S | 4,723,934 | $260.8M | 3.56% | +4,723,934 | New |
| JPMorgan Chase & Co | 4,681,849 | $258.4M | 0.03% | +521,189+12.5% | Added |
| Victory Capital Management Inc | 4,673,257 | $258.0M | 0.30% | −1,776,585−27.5% | Reduced |
| Pictet Asset Management Holding SA | 4,603,940 | $254.1M | 0.31% | +4,603,940 | New |
| Charles Schwab Investment Management Inc | 4,576,177 | $252.6M | 0.07% | +26,425+0.6% | Added |
| Fiduciary Management Inc | 4,239,456 | $234.0M | 2.38% | −166,578−3.8% | Reduced |
| Invesco Ltd. | 3,974,927 | $219.4M | 0.06% | −145,431−3.5% | Reduced |
| StonePine Asset Management Inc. | 3,906,928 | $215.7M | 3.11% | +2,790,892+250.1% | Added |
| Burgundy Asset Management Ltd. | 3,867,226 | $213.5M | 2.62% | −919,987−19.2% | Reduced |
| Goldman Sachs Group Inc | 3,729,223 | $205.9M | 0.05% | +151,677+4.2% | Added |
| Gates Capital Management, Inc. | 3,536,405 | $195.2M | 6.32% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 3,446,362 | $190.2M | 0.92% | −903,243−20.8% | Reduced |
| Amundi | 2,947,278 | $154.9M | 0.08% | +674,978+29.7% | Added |
| Principal Financial Group Inc | 2,790,108 | $154.0M | 0.11% | +37,868+1.4% | Added |
| Swiss National Bank | 2,685,185 | $148.2M | 0.12% | −330,400−11.0% | Reduced |
| Envestnet Asset Management Inc | 2,600,774 | $143.6M | 0.07% | +1,320,621+103.2% | Added |
| Brown Advisory Inc | 2,600,560 | $143.6M | 0.24% | −41,834−1.6% | Reduced |
| Barclays PLC | 2,589,216 | $142.9M | 0.09% | +10,354+0.4% | Added |
| Impax Asset Management Group plc | 2,236,841 | $123.5M | 0.55% | +2,202,226+6,362.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,227,539 | $123.0M | 0.10% | −65,048−2.8% | Reduced |
| Deutsche Bank AG | 2,064,803 | $114.0M | 0.07% | −229,885−10.0% | Reduced |
| Rockefeller Capital Management L.P. | 2,056,432 | $113.5M | 0.44% | −537,650−20.7% | Reduced |
| Credit Suisse AG | 1,997,894 | $110.3M | 0.12% | −23,147−1.1% | Reduced |
| Royal Bank of Canada | 1,951,112 | $107.7M | 0.03% | −560,617−22.3% | Reduced |
| Raymond James & Associates | 1,887,818 | $104.2M | 0.09% | +224,788+13.5% | Added |
| Citadel Advisors LLC | 1,829,394 | $101.0M | 0.11% | +1,810,696+9,683.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,675,301 | $92.5M | 0.41% | +46,685+2.9% | Added |
| National Pension Service | 1,698,683 | $89.6M | 0.14% | +19,054+1.1% | Added |
| Rhumbline Advisers | 1,584,838 | $87.5M | 0.10% | −40,184−2.5% | Reduced |
| California Public Employees Retirement System | 1,577,643 | $87.1M | 0.07% | +73,570+4.9% | Added |
| Russell Investments Group, Ltd. | 1,472,736 | $81.5M | 0.16% | −6,408−0.4% | Reduced |
| Capital Group Private Client Services, Inc. | 1,459,161 | $80.5M | 0.98% | +54,353+3.9% | Added |
| Massachusetts Financial Services Co | 1,415,211 | $78.1M | 0.03% | −198,373−12.3% | Reduced |
| Wells Fargo & Company | 1,350,578 | $74.6M | 0.02% | −207,131−13.3% | Reduced |
| APG Asset Management N.V. | 1,327,730 | $73.3M | 0.15% | −69,909−5.0% | Reduced |
| Ameriprise Financial Inc | 1,320,040 | $72.9M | 0.02% | −117,355−8.2% | Reduced |
| California State Teachers Retirement System | 1,317,041 | $72.7M | 0.11% | −47,116−3.5% | Reduced |
| First Trust Advisors LP | 1,278,724 | $70.6M | 0.08% | −294,890−18.7% | Reduced |
| Mawer Investment Management Ltd. | 1,248,552 | $68.9M | 0.37% | −133,726−9.7% | Reduced |
| Alliancebernstein L.P. | 1,224,474 | $67.6M | 0.03% | +37,826+3.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,203,839 | $66.5M | 0.39% | −609,213−33.6% | Reduced |
| Los Angeles Capital Management LLC | 1,200,684 | $66.3M | 0.28% | +52,520+4.6% | Added |
| HighTower Advisors, LLC | 1,188,460 | $65.6M | 0.12% | +57,425+5.1% | Added |
| The PNC Financial Services Group, Inc. | 1,139,712 | $62.9M | 0.05% | −23,535−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,116,555 | $61.6M | 0.04% | +3,450+0.3% | Added |
| Ensign Peak Advisors, Inc | 1,054,680 | $58.2M | 0.12% | −47,368−4.3% | Reduced |
| AMF Pensionsforsakring AB | 1,048,443 | $57.9M | 0.56% | +346,227+49.3% | Added |
| HSBC Holdings PLC | 1,018,460 | $56.2M | 0.06% | +28,758+2.9% | Added |
| Great West Life Assurance Co | 1,000,700 | $55.2M | 0.13% | −22,002−2.2% | Reduced |
| New York State Common Retirement Fund | 957,486 | $52.9M | 0.08% | −138,761−12.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 952,376 | $52.6M | 3.61% | −5,004−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 931,081 | $51.4M | 0.12% | +3,581+0.4% | Added |
| Capital International Inc | 911,644 | $50.3M | 0.96% | +997+0.1% | Added |
| Handelsbanken Fonder AB | 895,700 | $49.4M | 0.28% | −145,115−13.9% | Reduced |
| DekaBank Deutsche Girozentrale | 880,682 | $49.3M | 0.11% | −201,178−18.6% | Reduced |
| First Republic Investment Management, Inc. | 882,883 | $48.7M | 0.14% | +882,883 | New |
| UBS Group AG | 844,194 | $46.6M | 0.02% | −3,795−0.4% | Reduced |
| Dearborn Partners LLC | 835,564 | $46.1M | 1.81% | −5,251−0.6% | Reduced |
| Vontobel Holding Ltd. | 823,218 | $45.4M | 0.42% | +32,649+4.1% | Added |
| New York State Teachers Retirement System | 822,098 | $45.4M | 0.11% | −99,190−10.8% | Reduced |
| Great Lakes Advisors, LLC | 776,901 | $42.9M | 0.39% | −66,702−7.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 769,012 | $42.4M | 0.09% | +61,476+8.7% | Added |
| Prudential Financial Inc | 741,884 | $41.0M | 0.06% | −799,406−51.9% | Reduced |
| Bank of Montreal | 648,801 | $38.3M | 0.02% | +62,520+10.7% | Added |
| Aviva PLC | 676,265 | $37.3M | 0.16% | −17,926−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 658,689 | $36.4M | 0.06% | −106,884−14.0% | Reduced |
| Citigroup Inc | 644,945 | $35.6M | 0.05% | +76,400+13.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 638,532 | $35.2M | 0.12% | +638,532 | New |
| CI Private Wealth, LLC | 624,477 | $34.5M | 0.08% | −59,076−8.6% | Reduced |
| Baird Financial Group, Inc. | 606,280 | $33.5M | 0.09% | −183,194−23.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 596,029 | $32.9M | 0.22% | −18,228−3.0% | Reduced |
| Meitav Dash Investments Ltd | 579,650 | $32.7M | 0.53% | −1,064,580−64.7% | Reduced |
| AXA S.A. | 578,943 | $32.0M | 0.11% | +70,169+13.8% | Added |
| Capital International Sarl | 576,584 | $31.8M | 1.46% | +18,508+3.3% | Added |
| Delta Asset Management LLC | 548,496 | $30.3M | 3.16% | −882−0.2% | Reduced |
| Boston Common Asset Management, LLC | 546,642 | $30.2M | 0.72% | −337,237−38.2% | Reduced |
| Allianz Asset Management GmbH | 544,951 | $30.1M | 0.06% | +446,464+453.3% | Added |
| Mackenzie Financial Corp | 560,944 | $30.0M | 0.05% | −46,858−7.7% | Reduced |