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 |
|---|---|---|---|---|---|
| Morgan Stanley | 9,245,266 | $510.3M | 0.05% | −157,900−1.7% | Reduced |
| Fiera Capital Corp | 10,258,528 | $566.3M | 1.81% | −1,092,071−9.6% | Reduced |
| Fisher Asset Management, LLC | 12,996,778 | $717.4M | 0.41% | +447,212+3.6% | Added |
| Dodge & Cox | 14,505,956 | $800.7M | 0.54% | −157,225−1.1% | Reduced |
| Nuveen Asset Management, LLC | 15,240,258 | $841.3M | 0.30% | −677,460−4.3% | Reduced |
| Price T Rowe Associates Inc | 15,817,692 | $873.1M | 0.13% | −2,809,488−15.1% | Reduced |
| Geode Capital Management, LLC | 18,167,301 | $1.00B | 0.12% | +391,362+2.2% | Added |
| State Street Corp | 32,670,288 | $1.80B | 0.10% | −864,128−2.6% | Reduced |
| BlackRock Inc. | 59,769,652 | $3.30B | 0.10% | −1,055,512−1.7% | Reduced |
| Capital World Investors | 80,540,930 | $4.45B | 0.88% | −216,322−0.3% | Reduced |
| Capital International Investors | 80,619,896 | $4.45B | 1.13% | +2,483,689+3.2% | Added |
| Capital Research Global Investors | 89,867,984 | $4.96B | 1.37% | +6,687,768+8.0% | Added |
| Vanguard Group Inc | 93,778,971 | $5.18B | 0.13% | −423,282−0.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 685 | – | – | +635+1,270.0% | Added |
| Quilter Plc | 1,405 | – | – | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Clean Energy Transition LLP | 0 | $0 | 0.00% | −1,017,452−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −754,096−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −419,106−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −243,692−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −200,050−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −101,291−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −45,060−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −32,593−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −31,130−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −24,038−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −23,274−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −23,217−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,971−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −19,488−100.0% | Sold out |
| Davis Investment Partners, LLC | 0 | $0 | 0.00% | −17,301−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,457−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −18,063−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −17,807−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −17,434−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −16,042−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −14,851−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −10,909−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −10,470−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −8,081−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −8,683−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,254−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,085−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −7,805−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −6,348−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −5,631−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −4,003−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −3,118−100.0% | Sold out |
| Prostatis Group LLC | 0 | $0 | 0.00% | −149,727−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −2,716−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −2,528−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −1,687−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Firsthand Capital Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Adirondack Retirement Specialists, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Insight Financial Services | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Sanctuary Wealth Management, L.L.C. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| McMillion Capital Management Inc | – | – | – | – | Not filed |
| Ascension Asset Management LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Command Bank | – | – | – | – | Not filed |
| First Command Financial Services, Inc. | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| First National Bank of South Miami | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |