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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 539,887 | $29.8M | 0.17% | −74,925−12.2% | Reduced |
| Standard Life Aberdeen plc | 534,517 | $29.5M | 0.08% | +22,104+4.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 531,520 | $29.3M | 0.07% | −10,357−1.9% | Reduced |
| Capital International Ltd | 515,712 | $28.5M | 1.64% | −3,067−0.6% | Reduced |
| Davis Selected Advisers | 513,418 | $28.3M | 0.18% | −111,110−17.8% | Reduced |
| iA Global Asset Management Inc. | 491,806 | $27.1M | 0.72% | −512,612−51.0% | Reduced |
| State of Wisconsin Investment Board | 491,305 | $27.1M | 0.08% | +17,658+3.7% | Added |
| Advisor Group Holdings, Inc. | 490,426 | $27.1M | 0.04% | +84,537+20.8% | Added |
| Stifel Financial Corp | 489,794 | $27.0M | 0.04% | +81,353+19.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 474,707 | $26.2M | 0.10% | −9,461−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 465,478 | $25.7M | 0.09% | −8,831−1.9% | Reduced |
| Scout Investments, Inc. | 464,483 | $25.3M | 0.58% | −40,567−8.0% | Reduced |
| State of Tennessee, Treasury Department | 458,943 | $25.3M | 0.10% | −152,397−24.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 444,150 | $24.5M | 0.12% | −487,996−52.4% | Reduced |
| Becker Capital Management Inc | 437,752 | $24.2M | 0.96% | −4,402−1.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 436,020 | $24.1M | 1.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 430,095 | $23.7M | 0.11% | +7,984+1.9% | Added |
| Swedbank AB | 429,798 | $23.7M | 0.04% | −22,398−5.0% | Reduced |
| National Bank of Canada | 435,840 | $23.6M | 0.04% | −56,996−11.6% | Reduced |
| Creative Planning | 425,870 | $23.5M | 0.03% | −37,706−8.1% | Reduced |
| Raub Brock Capital Management LP | 411,057 | $22.7M | 4.51% | −25,284−5.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 408,400 | $22.5M | 0.22% | +10,700+2.7% | Added |
| LPL Financial LLC | 386,244 | $21.3M | 0.01% | +77,141+25.0% | Added |
| Comerica Bank | 382,381 | $21.1M | 0.11% | +382,381 | New |
| Treasurer of the State of North Carolina | 377,869 | $20.9M | 0.11% | +1,900+0.5% | Added |
| Gateway Investment Advisers LLC | 362,988 | $20.0M | 0.25% | −1,042−0.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 355,020 | $19.6M | 1.28% | −82,239−18.8% | Reduced |
| Commonwealth Equity Services, LLC | 355,006 | $19.6M | 0.04% | −2,720−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 350,671 | $19.4M | 0.09% | −40,937−10.5% | Reduced |
| Professional Advisory Services Inc | 345,374 | $19.1M | 3.14% | −40,026−10.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 343,575 | $19.0M | 0.99% | −251,740−42.3% | Reduced |
| Nordea Investment Management AB | 332,761 | $18.6M | 0.03% | −174,529−34.4% | Reduced |
| Tocqueville Asset Management L.P. | 335,760 | $18.5M | 0.35% | +3,430+1.0% | Added |
| Voya Investment Management LLC | 334,310 | $18.5M | 0.02% | −94,568−22.1% | Reduced |
| Tredje AP-fonden | 333,007 | $18.4M | 0.27% | 00.0% | Unchanged |
| Toronto Dominion Bank | 331,334 | $18.3M | 0.03% | −37,556−10.2% | Reduced |
| Royal London Asset Management Ltd | 329,828 | $18.2M | 0.06% | +8,385+2.6% | Added |
| US Bancorp | 320,736 | $17.7M | 0.03% | +14,084+4.6% | Added |
| 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 |
| M&T Bank Corp | 317,149 | $17.5M | 0.07% | −7,993−2.5% | Reduced |
| Calamos Advisors LLC | 312,891 | $17.3M | 0.09% | 00.0% | Unchanged |
| Korea Investment CORP | 310,661 | $17.1M | 0.05% | +43,749+16.4% | Added |
| Canada Pension Plan Investment Board | 305,497 | $16.9M | 0.02% | +66,000+27.6% | Added |
| Forsta Ap-Fonden | 305,400 | $16.9M | 0.19% | −38,000−11.1% | Reduced |
| Susquehanna International Group, LLP | 301,896 | $16.7M | 0.03% | +71,403+31.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 294,344 | $16.2M | 2.48% | +3,243+1.1% | Added |
| TD Asset Management Inc | 292,909 | $16.2M | 0.02% | −4,020−1.4% | Reduced |
| Bradley Foster & Sargent Inc | 321,749 | $16.0M | 0.34% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 288,510 | $15.9M | 0.25% | +101,937+54.6% | Added |
| STRS Ohio | 280,221 | $15.5M | 0.07% | +5,801+2.1% | Added |
| Baker Chad R | 276,500 | $15.3M | 3.85% | +860+0.3% | Added |
| Trybe Capital Management LP | 270,844 | $15.0M | 8.35% | +78,786+41.0% | Added |
| Prospector Partners LLC | 267,825 | $14.8M | 2.07% | +850+0.3% | Added |
| Macquarie Group Ltd | 264,126 | $14.6M | 0.02% | +1,809+0.7% | Added |
| AQR Capital Management LLC | 258,829 | $14.3M | 0.03% | −68,048−20.8% | Reduced |
| Man Group plc | – | $14.3M | 0.04% | – | – |
| Nisa Investment Advisors, LLC | 252,376 | $13.9M | 0.11% | +13,088+5.5% | Added |
| Wellington Management Group LLP | 247,638 | $13.7M | 0.00% | −86,063−25.8% | Reduced |
| Highland Capital Management, LLC | 245,889 | $13.6M | 0.93% | −10,362−4.0% | Reduced |
| SEI Investments Co | 241,163 | $13.3M | 0.02% | −2,411−1.0% | Reduced |
| Arizona State Retirement System | 236,303 | $13.0M | 0.11% | −2,364−1.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $13.0M | 0.16% | 00.0% | Unchanged |
| Gabelli Funds LLC | 234,790 | $13.0M | 0.11% | +165,890+240.8% | Added |
| Truist Financial Corp | 234,414 | $12.9M | 0.02% | +83,684+55.5% | Added |
| USS Investment Management Ltd | 231,367 | $12.8M | 0.14% | +4,391+1.9% | Added |
| Amalgamated Bank | 229,653 | $12.7M | 0.11% | +12,074+5.5% | Added |
| State of Michigan Retirement System | 229,625 | $12.7M | 0.08% | +1000.0% | Added |
| Millennium Management LLC | 224,796 | $12.4M | 0.01% | +90,617+67.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 223,896 | $12.4M | 0.04% | +28,132+14.4% | Added |
| Franklin Resources Inc | 222,608 | $12.3M | 0.01% | +1,855+0.8% | Added |
| American International Group, Inc. | 221,606 | $12.2M | 0.08% | −4,444−2.0% | Reduced |
| DnB Asset Management AS | 220,885 | $12.2M | 0.07% | −13,636−5.8% | Reduced |
| Mariner, LLC | 213,963 | $11.8M | 0.03% | +8,864+4.3% | Added |
| Nomura Asset Management Co Ltd | 211,826 | $11.7M | 0.05% | −2,220−1.0% | Reduced |
| MetLife Investment Management | 207,090 | $11.4M | 0.09% | −4,768−2.3% | Reduced |
| Natixis Advisors, L.P. | 201,904 | $11.1M | 0.03% | +39,508+24.3% | Added |
| Sagefield Capital LP | 199,256 | $11.0M | 1.55% | +199,256 | New |
| Welch & Forbes LLC | 197,150 | $10.9M | 0.18% | −14,789−7.0% | Reduced |
| D. E. Shaw & Co., Inc. | 192,677 | $10.6M | 0.02% | +15,763+8.9% | Added |
| Oppenheimer & Co Inc | 192,344 | $10.6M | 0.22% | −10,265−5.1% | Reduced |
| IFM Investors Pty Ltd | 191,287 | $10.6M | 0.14% | +6,651+3.6% | Added |
| Retirement Systems of Alabama | 189,395 | $10.5M | 0.05% | −342−0.2% | Reduced |
| Northwest & Ethical Investments L.P. | 188,605 | $10.4M | 0.35% | +188,605 | New |
| Abn Amro Investment Solutions | 186,450 | $10.3M | 0.20% | −77,307−29.3% | Reduced |
| Carlson Capital L P | 183,100 | $10.1M | 0.79% | +69,000+60.5% | Added |
| Clifford Swan Investment Counsel LLC | 182,673 | $10.1M | 0.42% | −3,450−1.9% | Reduced |
| Graham Capital Management, L.P. | 179,378 | $9.90M | 0.30% | −66,603−27.1% | Reduced |
| Keybank National Association | 177,951 | $9.82M | 0.05% | −10,540−5.6% | Reduced |
| Janus Henderson Group PLC | 175,591 | $9.70M | 0.01% | −57,870−24.8% | Reduced |
| KBC Group NV | 173,748 | $9.59M | 0.04% | −76,782−30.6% | Reduced |
| Texas Permanent School Fund | 173,074 | $9.55M | 0.09% | −1,984−1.1% | Reduced |
| Jane Street Group, LLC | 170,195 | $9.39M | 0.01% | −109,411−39.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 168,420 | $9.30M | 0.08% | +22,821+15.7% | Added |
| Segment Wealth Management, LLC | 167,339 | $9.24M | 0.94% | +1,418+0.9% | Added |
| ClariVest Asset Management LLC | 165,800 | $9.15M | 0.50% | −11,501−6.5% | Reduced |
| Peapack Gladstone Financial Corp | 165,330 | $9.13M | 0.17% | −381−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 163,655 | $9.03M | 0.02% | +6,600+4.2% | Added |
| Private Capital Advisors, Inc. | 188,128 | $8.97M | 1.38% | +188,128 | New |
| Cutler Investment Counsel LLC | 162,255 | $8.96M | 1.41% | +347+0.2% | Added |