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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 143,304 | $7.91M | 0.11% | +400+0.3% | Added |
| Churchill Management Corp | 144,854 | $8.00M | 0.14% | +1,156+0.8% | Added |
| Janney Montgomery Scott LLC | 145,335 | $8.02M | 0.03% | +9,673+7.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 145,391 | $8.03M | 0.02% | +3,691+2.6% | Added |
| Czech National Bank | 146,401 | $8.08M | 0.13% | +47,573+48.1% | Added |
| Neuberger Berman Group LLC | 146,893 | $8.11M | 0.01% | +2,900+2.0% | Added |
| Commerce Bank | 148,380 | $8.19M | 0.06% | −3,532−2.3% | Reduced |
| M. Kraus & Co | 153,189 | $8.46M | 3.00% | −910−0.6% | Reduced |
| MML Investors Services, LLC | 157,949 | $8.72M | 0.05% | −10,878−6.4% | Reduced |
| Meyer Handelman Co | 158,325 | $8.74M | 0.35% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 159,589 | $8.81M | 0.12% | −700−0.4% | Reduced |
| Windward Capital Management Co | 161,253 | $8.90M | 0.87% | +161,253 | New |
| Andra AP-fonden | 161,562 | $8.92M | 0.53% | +35,500+28.2% | Added |
| Cutler Investment Counsel LLC | 162,255 | $8.96M | 1.41% | +347+0.2% | Added |
| Private Capital Advisors, Inc. | 188,128 | $8.97M | 1.38% | +188,128 | New |
| Raymond James Financial Services Advisors, Inc. | 163,655 | $9.03M | 0.02% | +6,600+4.2% | Added |
| Peapack Gladstone Financial Corp | 165,330 | $9.13M | 0.17% | −381−0.2% | Reduced |
| ClariVest Asset Management LLC | 165,800 | $9.15M | 0.50% | −11,501−6.5% | Reduced |
| Segment Wealth Management, LLC | 167,339 | $9.24M | 0.94% | +1,418+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 168,420 | $9.30M | 0.08% | +22,821+15.7% | Added |
| Jane Street Group, LLC | 170,195 | $9.39M | 0.01% | −109,411−39.1% | Reduced |
| Texas Permanent School Fund | 173,074 | $9.55M | 0.09% | −1,984−1.1% | Reduced |
| KBC Group NV | 173,748 | $9.59M | 0.04% | −76,782−30.6% | Reduced |
| Janus Henderson Group PLC | 175,591 | $9.70M | 0.01% | −57,870−24.8% | Reduced |
| Keybank National Association | 177,951 | $9.82M | 0.05% | −10,540−5.6% | Reduced |
| Graham Capital Management, L.P. | 179,378 | $9.90M | 0.30% | −66,603−27.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 182,673 | $10.1M | 0.42% | −3,450−1.9% | Reduced |
| Carlson Capital L P | 183,100 | $10.1M | 0.79% | +69,000+60.5% | Added |
| Abn Amro Investment Solutions | 186,450 | $10.3M | 0.20% | −77,307−29.3% | Reduced |
| Northwest & Ethical Investments L.P. | 188,605 | $10.4M | 0.35% | +188,605 | New |
| Retirement Systems of Alabama | 189,395 | $10.5M | 0.05% | −342−0.2% | Reduced |
| IFM Investors Pty Ltd | 191,287 | $10.6M | 0.14% | +6,651+3.6% | Added |
| Oppenheimer & Co Inc | 192,344 | $10.6M | 0.22% | −10,265−5.1% | Reduced |
| D. E. Shaw & Co., Inc. | 192,677 | $10.6M | 0.02% | +15,763+8.9% | Added |
| Welch & Forbes LLC | 197,150 | $10.9M | 0.18% | −14,789−7.0% | Reduced |
| Sagefield Capital LP | 199,256 | $11.0M | 1.55% | +199,256 | New |
| Natixis Advisors, L.P. | 201,904 | $11.1M | 0.03% | +39,508+24.3% | Added |
| MetLife Investment Management | 207,090 | $11.4M | 0.09% | −4,768−2.3% | Reduced |
| Nomura Asset Management Co Ltd | 211,826 | $11.7M | 0.05% | −2,220−1.0% | Reduced |
| Mariner, LLC | 213,963 | $11.8M | 0.03% | +8,864+4.3% | Added |
| DnB Asset Management AS | 220,885 | $12.2M | 0.07% | −13,636−5.8% | Reduced |
| American International Group, Inc. | 221,606 | $12.2M | 0.08% | −4,444−2.0% | Reduced |
| Franklin Resources Inc | 222,608 | $12.3M | 0.01% | +1,855+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 223,896 | $12.4M | 0.04% | +28,132+14.4% | Added |
| Millennium Management LLC | 224,796 | $12.4M | 0.01% | +90,617+67.5% | Added |
| State of Michigan Retirement System | 229,625 | $12.7M | 0.08% | +1000.0% | Added |
| Amalgamated Bank | 229,653 | $12.7M | 0.11% | +12,074+5.5% | Added |
| USS Investment Management Ltd | 231,367 | $12.8M | 0.14% | +4,391+1.9% | Added |
| Truist Financial Corp | 234,414 | $12.9M | 0.02% | +83,684+55.5% | Added |
| Gabelli Funds LLC | 234,790 | $13.0M | 0.11% | +165,890+240.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $13.0M | 0.16% | 00.0% | Unchanged |
| Arizona State Retirement System | 236,303 | $13.0M | 0.11% | −2,364−1.0% | Reduced |
| SEI Investments Co | 241,163 | $13.3M | 0.02% | −2,411−1.0% | Reduced |
| Highland Capital Management, LLC | 245,889 | $13.6M | 0.93% | −10,362−4.0% | Reduced |
| Wellington Management Group LLP | 247,638 | $13.7M | 0.00% | −86,063−25.8% | Reduced |
| Nisa Investment Advisors, LLC | 252,376 | $13.9M | 0.11% | +13,088+5.5% | Added |
| Man Group plc | – | $14.3M | 0.04% | – | – |
| AQR Capital Management LLC | 258,829 | $14.3M | 0.03% | −68,048−20.8% | Reduced |
| Macquarie Group Ltd | 264,126 | $14.6M | 0.02% | +1,809+0.7% | Added |
| Prospector Partners LLC | 267,825 | $14.8M | 2.07% | +850+0.3% | Added |
| Trybe Capital Management LP | 270,844 | $15.0M | 8.35% | +78,786+41.0% | Added |
| Baker Chad R | 276,500 | $15.3M | 3.85% | +860+0.3% | Added |
| STRS Ohio | 280,221 | $15.5M | 0.07% | +5,801+2.1% | Added |
| Swiss Life Asset Management Ltd | 288,510 | $15.9M | 0.25% | +101,937+54.6% | Added |
| Bradley Foster & Sargent Inc | 321,749 | $16.0M | 0.34% | 00.0% | Unchanged |
| TD Asset Management Inc | 292,909 | $16.2M | 0.02% | −4,020−1.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 294,344 | $16.2M | 2.48% | +3,243+1.1% | Added |
| Susquehanna International Group, LLP | 301,896 | $16.7M | 0.03% | +71,403+31.0% | Added |
| Forsta Ap-Fonden | 305,400 | $16.9M | 0.19% | −38,000−11.1% | Reduced |
| Canada Pension Plan Investment Board | 305,497 | $16.9M | 0.02% | +66,000+27.6% | Added |
| Korea Investment CORP | 310,661 | $17.1M | 0.05% | +43,749+16.4% | Added |
| Calamos Advisors LLC | 312,891 | $17.3M | 0.09% | 00.0% | Unchanged |
| M&T Bank Corp | 317,149 | $17.5M | 0.07% | −7,993−2.5% | Reduced |
| Payden & Rygel | 319,170 | $17.6M | 1.38% | −1,500−0.5% | Reduced |
| Payden & Rygel Investment Group | 319,170 | $17.6M | 1.38% | +319,170 | New |
| US Bancorp | 320,736 | $17.7M | 0.03% | +14,084+4.6% | Added |
| Royal London Asset Management Ltd | 329,828 | $18.2M | 0.06% | +8,385+2.6% | Added |
| Toronto Dominion Bank | 331,334 | $18.3M | 0.03% | −37,556−10.2% | Reduced |
| Tredje AP-fonden | 333,007 | $18.4M | 0.27% | 00.0% | Unchanged |
| Voya Investment Management LLC | 334,310 | $18.5M | 0.02% | −94,568−22.1% | Reduced |
| Tocqueville Asset Management L.P. | 335,760 | $18.5M | 0.35% | +3,430+1.0% | Added |
| Nordea Investment Management AB | 332,761 | $18.6M | 0.03% | −174,529−34.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 343,575 | $19.0M | 0.99% | −251,740−42.3% | Reduced |
| Professional Advisory Services Inc | 345,374 | $19.1M | 3.14% | −40,026−10.4% | Reduced |
| Public Employees Retirement System of Ohio | 350,671 | $19.4M | 0.09% | −40,937−10.5% | Reduced |
| Commonwealth Equity Services, LLC | 355,006 | $19.6M | 0.04% | −2,720−0.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 355,020 | $19.6M | 1.28% | −82,239−18.8% | Reduced |
| Gateway Investment Advisers LLC | 362,988 | $20.0M | 0.25% | −1,042−0.3% | Reduced |
| Treasurer of the State of North Carolina | 377,869 | $20.9M | 0.11% | +1,900+0.5% | Added |
| Comerica Bank | 382,381 | $21.1M | 0.11% | +382,381 | New |
| LPL Financial LLC | 386,244 | $21.3M | 0.01% | +77,141+25.0% | Added |
| Mn Services Vermogensbeheer B.V. | 408,400 | $22.5M | 0.22% | +10,700+2.7% | Added |
| Raub Brock Capital Management LP | 411,057 | $22.7M | 4.51% | −25,284−5.8% | Reduced |
| Creative Planning | 425,870 | $23.5M | 0.03% | −37,706−8.1% | Reduced |
| National Bank of Canada | 435,840 | $23.6M | 0.04% | −56,996−11.6% | Reduced |
| Swedbank AB | 429,798 | $23.7M | 0.04% | −22,398−5.0% | Reduced |
| Asset Management One Co.,Ltd. | 430,095 | $23.7M | 0.11% | +7,984+1.9% | Added |
| Adams Diversified Equity Fund, Inc. | 436,020 | $24.1M | 1.03% | 00.0% | Unchanged |
| Becker Capital Management Inc | 437,752 | $24.2M | 0.96% | −4,402−1.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 444,150 | $24.5M | 0.12% | −487,996−52.4% | Reduced |