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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 458,943 | $25.3M | 0.10% | −152,397−24.9% | Reduced |
| Scout Investments, Inc. | 464,483 | $25.3M | 0.58% | −40,567−8.0% | Reduced |
| State of New Jersey Common Pension Fund D | 465,478 | $25.7M | 0.09% | −8,831−1.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 474,707 | $26.2M | 0.10% | −9,461−2.0% | Reduced |
| Stifel Financial Corp | 489,794 | $27.0M | 0.04% | +81,353+19.9% | Added |
| Advisor Group Holdings, Inc. | 490,426 | $27.1M | 0.04% | +84,537+20.8% | Added |
| State of Wisconsin Investment Board | 491,305 | $27.1M | 0.08% | +17,658+3.7% | Added |
| iA Global Asset Management Inc. | 491,806 | $27.1M | 0.72% | −512,612−51.0% | Reduced |
| Davis Selected Advisers | 513,418 | $28.3M | 0.18% | −111,110−17.8% | Reduced |
| Capital International Ltd | 515,712 | $28.5M | 1.64% | −3,067−0.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 531,520 | $29.3M | 0.07% | −10,357−1.9% | Reduced |
| Standard Life Aberdeen plc | 534,517 | $29.5M | 0.08% | +22,104+4.3% | Added |
| Glenmede Trust Co NA | 539,887 | $29.8M | 0.17% | −74,925−12.2% | Reduced |
| Mackenzie Financial Corp | 560,944 | $30.0M | 0.05% | −46,858−7.7% | Reduced |
| Allianz Asset Management GmbH | 544,951 | $30.1M | 0.06% | +446,464+453.3% | Added |
| Boston Common Asset Management, LLC | 546,642 | $30.2M | 0.72% | −337,237−38.2% | Reduced |
| Delta Asset Management LLC | 548,496 | $30.3M | 3.16% | −882−0.2% | Reduced |
| Capital International Sarl | 576,584 | $31.8M | 1.46% | +18,508+3.3% | Added |
| AXA S.A. | 578,943 | $32.0M | 0.11% | +70,169+13.8% | Added |
| Meitav Dash Investments Ltd | 579,650 | $32.7M | 0.53% | −1,064,580−64.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 596,029 | $32.9M | 0.22% | −18,228−3.0% | Reduced |
| Baird Financial Group, Inc. | 606,280 | $33.5M | 0.09% | −183,194−23.2% | Reduced |
| CI Private Wealth, LLC | 624,477 | $34.5M | 0.08% | −59,076−8.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 638,532 | $35.2M | 0.12% | +638,532 | New |
| Citigroup Inc | 644,945 | $35.6M | 0.05% | +76,400+13.4% | Added |
| Allspring Global Investments Holdings, LLC | 658,689 | $36.4M | 0.06% | −106,884−14.0% | Reduced |
| Aviva PLC | 676,265 | $37.3M | 0.16% | −17,926−2.6% | Reduced |
| Bank of Montreal | 648,801 | $38.3M | 0.02% | +62,520+10.7% | Added |
| Prudential Financial Inc | 741,884 | $41.0M | 0.06% | −799,406−51.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 769,012 | $42.4M | 0.09% | +61,476+8.7% | Added |
| Great Lakes Advisors, LLC | 776,901 | $42.9M | 0.39% | −66,702−7.9% | Reduced |
| New York State Teachers Retirement System | 822,098 | $45.4M | 0.11% | −99,190−10.8% | Reduced |
| Vontobel Holding Ltd. | 823,218 | $45.4M | 0.42% | +32,649+4.1% | Added |
| Dearborn Partners LLC | 835,564 | $46.1M | 1.81% | −5,251−0.6% | Reduced |
| UBS Group AG | 844,194 | $46.6M | 0.02% | −3,795−0.4% | Reduced |
| First Republic Investment Management, Inc. | 882,883 | $48.7M | 0.14% | +882,883 | New |
| DekaBank Deutsche Girozentrale | 880,682 | $49.3M | 0.11% | −201,178−18.6% | Reduced |
| Handelsbanken Fonder AB | 895,700 | $49.4M | 0.28% | −145,115−13.9% | Reduced |
| Capital International Inc | 911,644 | $50.3M | 0.96% | +997+0.1% | Added |
| State Board of Administration of Florida Retirement System | 931,081 | $51.4M | 0.12% | +3,581+0.4% | Added |
| Reynders McVeigh Capital Management, LLC | 952,376 | $52.6M | 3.61% | −5,004−0.5% | Reduced |
| New York State Common Retirement Fund | 957,486 | $52.9M | 0.08% | −138,761−12.7% | Reduced |
| Great West Life Assurance Co | 1,000,700 | $55.2M | 0.13% | −22,002−2.2% | Reduced |
| HSBC Holdings PLC | 1,018,460 | $56.2M | 0.06% | +28,758+2.9% | Added |
| AMF Pensionsforsakring AB | 1,048,443 | $57.9M | 0.56% | +346,227+49.3% | Added |
| Ensign Peak Advisors, Inc | 1,054,680 | $58.2M | 0.12% | −47,368−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,116,555 | $61.6M | 0.04% | +3,450+0.3% | Added |
| The PNC Financial Services Group, Inc. | 1,139,712 | $62.9M | 0.05% | −23,535−2.0% | Reduced |
| HighTower Advisors, LLC | 1,188,460 | $65.6M | 0.12% | +57,425+5.1% | Added |
| Los Angeles Capital Management LLC | 1,200,684 | $66.3M | 0.28% | +52,520+4.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,203,839 | $66.5M | 0.39% | −609,213−33.6% | Reduced |
| Alliancebernstein L.P. | 1,224,474 | $67.6M | 0.03% | +37,826+3.2% | Added |
| Mawer Investment Management Ltd. | 1,248,552 | $68.9M | 0.37% | −133,726−9.7% | Reduced |
| First Trust Advisors LP | 1,278,724 | $70.6M | 0.08% | −294,890−18.7% | Reduced |
| California State Teachers Retirement System | 1,317,041 | $72.7M | 0.11% | −47,116−3.5% | Reduced |
| Ameriprise Financial Inc | 1,320,040 | $72.9M | 0.02% | −117,355−8.2% | Reduced |
| APG Asset Management N.V. | 1,327,730 | $73.3M | 0.15% | −69,909−5.0% | Reduced |
| Wells Fargo & Company | 1,350,578 | $74.6M | 0.02% | −207,131−13.3% | Reduced |
| Massachusetts Financial Services Co | 1,415,211 | $78.1M | 0.03% | −198,373−12.3% | Reduced |
| Capital Group Private Client Services, Inc. | 1,459,161 | $80.5M | 0.98% | +54,353+3.9% | Added |
| Russell Investments Group, Ltd. | 1,472,736 | $81.5M | 0.16% | −6,408−0.4% | Reduced |
| California Public Employees Retirement System | 1,577,643 | $87.1M | 0.07% | +73,570+4.9% | Added |
| Rhumbline Advisers | 1,584,838 | $87.5M | 0.10% | −40,184−2.5% | Reduced |
| National Pension Service | 1,698,683 | $89.6M | 0.14% | +19,054+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,675,301 | $92.5M | 0.41% | +46,685+2.9% | Added |
| Citadel Advisors LLC | 1,829,394 | $101.0M | 0.11% | +1,810,696+9,683.9% | Added |
| Raymond James & Associates | 1,887,818 | $104.2M | 0.09% | +224,788+13.5% | Added |
| Royal Bank of Canada | 1,951,112 | $107.7M | 0.03% | −560,617−22.3% | Reduced |
| Credit Suisse AG | 1,997,894 | $110.3M | 0.12% | −23,147−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 2,056,432 | $113.5M | 0.44% | −537,650−20.7% | Reduced |
| Deutsche Bank AG | 2,064,803 | $114.0M | 0.07% | −229,885−10.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,227,539 | $123.0M | 0.10% | −65,048−2.8% | Reduced |
| Impax Asset Management Group plc | 2,236,841 | $123.5M | 0.55% | +2,202,226+6,362.1% | Added |
| Barclays PLC | 2,589,216 | $142.9M | 0.09% | +10,354+0.4% | Added |
| Brown Advisory Inc | 2,600,560 | $143.6M | 0.24% | −41,834−1.6% | Reduced |
| Envestnet Asset Management Inc | 2,600,774 | $143.6M | 0.07% | +1,320,621+103.2% | Added |
| Swiss National Bank | 2,685,185 | $148.2M | 0.12% | −330,400−11.0% | Reduced |
| Principal Financial Group Inc | 2,790,108 | $154.0M | 0.11% | +37,868+1.4% | Added |
| Amundi | 2,947,278 | $154.9M | 0.08% | +674,978+29.7% | Added |
| Diamond Hill Capital Management Inc | 3,446,362 | $190.2M | 0.92% | −903,243−20.8% | Reduced |
| Gates Capital Management, Inc. | 3,536,405 | $195.2M | 6.32% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 3,729,223 | $205.9M | 0.05% | +151,677+4.2% | Added |
| Burgundy Asset Management Ltd. | 3,867,226 | $213.5M | 2.62% | −919,987−19.2% | Reduced |
| StonePine Asset Management Inc. | 3,906,928 | $215.7M | 3.11% | +2,790,892+250.1% | Added |
| Invesco Ltd. | 3,974,927 | $219.4M | 0.06% | −145,431−3.5% | Reduced |
| Fiduciary Management Inc | 4,239,456 | $234.0M | 2.38% | −166,578−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 4,576,177 | $252.6M | 0.07% | +26,425+0.6% | Added |
| Pictet Asset Management Holding SA | 4,603,940 | $254.1M | 0.31% | +4,603,940 | New |
| Victory Capital Management Inc | 4,673,257 | $258.0M | 0.30% | −1,776,585−27.5% | Reduced |
| JPMorgan Chase & Co | 4,681,849 | $258.4M | 0.03% | +521,189+12.5% | Added |
| C WorldWide Group Holding A/S | 4,723,934 | $260.8M | 3.56% | +4,723,934 | New |
| Primecap Management Co | 4,816,362 | $265.9M | 0.22% | −40,900−0.8% | Reduced |
| Bank of America Corp | 4,973,001 | $274.5M | 0.03% | +170,137+3.5% | Added |
| UBS Asset Management Americas Inc | 5,344,165 | $295.0M | 0.13% | +321,131+6.4% | Added |
| Legal & General Group Plc | 5,619,154 | $310.2M | 0.11% | −233,074−4.0% | Reduced |
| Dimensional Fund Advisors LP | 5,742,124 | $317.0M | 0.10% | −1,185,133−17.1% | Reduced |
| FMR LLC | 6,666,775 | $368.0M | 0.03% | +1,033,484+18.3% | Added |
| Bank of New York Mellon Corp | 6,719,813 | $370.9M | 0.08% | −148,213−2.2% | Reduced |
| Norges Bank | 7,331,157 | $404.7M | 0.08% | −199,529−2.6% | Reduced |
| Northern Trust Corp | 8,941,301 | $493.6M | 0.10% | +289,973+3.4% | Added |