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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 67,493 | $3.73M | 0.02% | −1,641−2.4% | Reduced |
| CWM, LLC | 67,730 | $3.74M | 0.02% | +755+1.1% | Added |
| Patten Group, Inc. | 68,172 | $3.76M | 1.12% | −83−0.1% | Reduced |
| Kentucky Retirement Systems | 69,759 | $3.85M | 0.13% | +2,636+3.9% | Added |
| Elo Mutual Pension Insurance Co | 69,873 | $3.86M | 0.12% | +1,163+1.7% | Added |
| Blair William & Co | 70,406 | $3.89M | 0.01% | +1,761+2.6% | Added |
| Snowden Capital Advisors LLC | 70,639 | $3.90M | 0.17% | −5,012−6.6% | Reduced |
| Daiwa Securities Group Inc. | 70,685 | $3.90M | 0.03% | +5,477+8.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 70,862 | $3.91M | 0.18% | +5,998+9.2% | Added |
| Mercer Global Advisors Inc | 71,687 | $3.96M | 0.02% | +6,347+9.7% | Added |
| MU Investments Co., Ltd. | 71,890 | $4.02M | 5.38% | −600−0.8% | Reduced |
| JustInvest LLC | 73,309 | $4.05M | 0.12% | +4,866+7.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,366 | $4.05M | 0.06% | +149+0.2% | Added |
| Synovus Financial Corp | 75,184 | $4.15M | 0.05% | −10,370−12.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 75,327 | $4.16M | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75,340 | $4.16M | 0.16% | −215−0.3% | Reduced |
| Clearbridge Investments, LLC | 75,482 | $4.17M | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 75,521 | $4.17M | 0.03% | −689−0.9% | Reduced |
| Souders Financial Advisors | 75,930 | $4.19M | 0.80% | −8,324−9.9% | Reduced |
| British Columbia Investment Management Corp | 75,938 | $4.19M | 0.04% | +657+0.9% | Added |
| Parsons Capital Management Inc | 76,054 | $4.20M | 0.33% | +260+0.3% | Added |
| Gilman Hill Asset Management, LLC | 76,965 | $4.25M | 0.84% | −110−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 77,088 | $4.25M | 0.12% | −6,683−8.0% | Reduced |
| Crossmark Global Holdings, Inc. | 77,315 | $4.28M | 0.10% | +23,662+44.1% | Added |
| Pathstone Family Office, LLC | 77,147 | $4.30M | 0.03% | +46,568+152.3% | Added |
| Pegasus Asset Management, Inc. | 78,336 | $4.32M | 2.01% | +427+0.5% | Added |
| IFP Advisors, Inc | 78,704 | $4.34M | 0.20% | +110.0% | Added |
| Kestra Advisory Services, LLC | 79,662 | $4.40M | 0.04% | +7,146+9.9% | Added |
| Waratah Capital Advisors Ltd. | 80,138 | $4.42M | 0.20% | −97,119−54.8% | Reduced |
| Nwam LLC | 80,463 | $4.44M | 0.45% | −16,275−16.8% | Reduced |
| Family Capital Trust Co | 80,954 | $4.47M | 1.58% | −2,279−2.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 81,701 | $4.51M | 0.11% | −5,248−6.0% | Reduced |
| Olstein Capital Management, L.P. | 81,808 | $4.52M | 0.77% | −98,192−54.6% | Reduced |
| Laffer Tengler Investments | 84,801 | $4.68M | 1.38% | +35,120+70.7% | Added |
| AIA Group Ltd | 84,956 | $4.69M | 0.23% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 87,603 | $4.84M | 0.02% | −1,980−2.2% | Reduced |
| AdvisorNet Financial, Inc | 87,978 | $4.86M | 0.44% | +2,340+2.7% | Added |
| Bank of Nova Scotia | 89,007 | $4.91M | 0.01% | +10,114+12.8% | Added |
| Public Sector Pension Investment Board | 89,725 | $4.95M | 0.04% | +9,981+12.5% | Added |
| Fiduciary Trust Co | 91,086 | $5.03M | 0.09% | −8,606−8.6% | Reduced |
| Davenport & Co LLC | 91,264 | $5.04M | 0.04% | −5,242−5.4% | Reduced |
| Private Advisor Group, LLC | 91,267 | $5.04M | 0.05% | −4,179−4.4% | Reduced |
| Northwest Investment Counselors, LLC | 91,282 | $5.04M | 1.41% | −230.0% | Reduced |
| Gotham Asset Management, LLC | 92,778 | $5.12M | 0.11% | +83,240+872.7% | Added |
| HM Payson & Co | 93,267 | $5.15M | 0.12% | −1,119−1.2% | Reduced |
| Toroso Investments, LLC | 93,930 | $5.18M | 0.16% | +4,676+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 94,209 | $5.20M | 0.02% | −798−0.8% | Reduced |
| Granite Bay Wealth Management, LLC | 94,510 | $5.21M | 0.05% | +94,510 | New |
| Nissay Asset Management Corp | 94,367 | $5.21M | 0.05% | +2,796+3.1% | Added |
| Ethic Inc. | 95,089 | $5.25M | 0.18% | +6,762+7.7% | Added |
| Lazard Asset Management LLC | 95,202 | $5.25M | 0.01% | −13,101−12.1% | Reduced |
| Evoke Wealth, LLC | 95,598 | $5.28M | 0.19% | +430.0% | Added |
| Wesleyan Assurance Society | 96,200 | $5.31M | 0.59% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 97,058 | $5.36M | 0.74% | −4,126−4.1% | Reduced |
| Close Asset Management Ltd | 97,646 | $5.39M | 0.28% | +167+0.2% | Added |
| CapWealth Advisors, LLC | 98,549 | $5.44M | 0.70% | +1,725+1.8% | Added |
| Hall Laurie J Trustee | 100,730 | $5.56M | 2.37% | +250.0% | Added |
| Bahl & Gaynor Inc | 101,287 | $5.59M | 0.04% | −2,816−2.7% | Reduced |
| Regions Financial Corp | 101,464 | $5.60M | 0.05% | −4,372−4.1% | Reduced |
| Riverview Capital Advisers, LLC | 103,079 | $5.69M | 2.52% | +55+0.1% | Added |
| Assetmark, Inc | 104,704 | $5.78M | 0.02% | +9,283+9.7% | Added |
| Baker Ellis Asset Management LLC | 104,788 | $5.78M | 1.04% | +1,289+1.2% | Added |
| Tufton Capital Management | 108,014 | $5.96M | 1.33% | +566+0.5% | Added |
| Stephens Inc | 108,705 | $6.00M | 0.12% | −4,183−3.7% | Reduced |
| Connecticut Wealth Management, LLC | 108,834 | $6.01M | 0.41% | +371+0.3% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 110,000 | $6.07M | 0.52% | −112,000−50.5% | Reduced |
| D.A. Davidson & Co. | 110,338 | $6.09M | 0.07% | −3,921−3.4% | Reduced |
| Martin Investment Management, LLC | 110,747 | $6.11M | 1.83% | −18,468−14.3% | Reduced |
| GPM Growth Investors, Inc. | 111,217 | $6.14M | 3.21% | −1,372−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 111,472 | $6.15M | 0.09% | −21,518−16.2% | Reduced |
| Schroder Investment Management Group | 114,124 | $6.30M | 0.01% | +7,717+7.3% | Added |
| Steward Partners Investment Advisory, LLC | 114,786 | $6.34M | 0.10% | −20,632−15.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 115,335 | $6.37M | 0.25% | +12,679+12.4% | Added |
| Lincoln Capital LLC | 115,575 | $6.38M | 1.67% | −250.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 115,676 | $6.39M | 0.26% | −6,845−5.6% | Reduced |
| Mutual of America Capital Management LLC | 117,479 | $6.48M | 0.08% | −2,881−2.4% | Reduced |
| Two Sigma Advisers, LP | 118,000 | $6.51M | 0.02% | −58,400−33.1% | Reduced |
| CIBC Asset Management Inc | 120,157 | $6.63M | 0.03% | −1,714−1.4% | Reduced |
| Captrust Financial Advisors | 120,580 | $6.66M | 0.03% | +1,877+1.6% | Added |
| ProShare Advisors LLC | 120,833 | $6.67M | 0.02% | −5,615−4.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 121,316 | $6.70M | 0.47% | −122,667−50.3% | Reduced |
| Capital Management Corp | 122,341 | $6.75M | 1.53% | −11,670−8.7% | Reduced |
| Westchester Capital Management, LLC | 123,000 | $6.79M | 0.23% | +123,000 | New |
| Fifth Third Bancorp | 124,276 | $6.86M | 0.03% | −1,861−1.5% | Reduced |
| PGGM Investments | 125,045 | $6.90M | 0.12% | +310.0% | Added |
| Yousif Capital Management, LLC | 125,763 | $6.94M | 0.09% | −5,559−4.2% | Reduced |
| CIBC Private Wealth Group, LLC | 128,034 | $7.07M | 0.02% | −21,018−14.1% | Reduced |
| Public Employees Retirement Association of Colorado | 128,094 | $7.07M | 0.04% | −5,009−3.8% | Reduced |
| Van Eck Associates Corp | 129,063 | $7.12M | 0.02% | +4,300+3.4% | Added |
| Gamco Investors, Inc. Et Al | 129,144 | $7.13M | 0.08% | +34,514+36.5% | Added |
| Kanawha Capital Management LLC | 129,493 | $7.15M | 0.69% | −852−0.7% | Reduced |
| New York Life Investment Management LLC | 130,419 | $7.20M | 0.08% | −445−0.3% | Reduced |
| Xponance, Inc. | 133,721 | $7.38M | 0.10% | −2,603−1.9% | Reduced |
| State of Alaska, Department of Revenue | 135,647 | $7.49M | 0.09% | −3,890−2.8% | Reduced |
| Achmea Investment Management B.V. | 135,688 | $7.49M | 0.16% | −29,224−17.7% | Reduced |
| Socorro Asset Management LP | 136,556 | $7.54M | 3.52% | −70,141−33.9% | Reduced |
| Comerica Securities,inc. | 137,271 | $7.58M | 0.63% | −5,596−3.9% | Reduced |
| Storebrand Asset Management AS | 139,447 | $7.70M | 0.04% | −15,194−9.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 141,968 | $7.84M | 0.14% | +88,330+164.7% | Added |
| Punch & Associates Investment Management, Inc. | 142,709 | $7.88M | 0.50% | −695−0.5% | Reduced |