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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 161,562 | $8.92M | 0.53% | +35,500+28.2% | Added |
| Windward Capital Management Co | 161,253 | $8.90M | 0.87% | +161,253 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 159,589 | $8.81M | 0.12% | −700−0.4% | Reduced |
| Meyer Handelman Co | 158,325 | $8.74M | 0.35% | 00.0% | Unchanged |
| MML Investors Services, LLC | 157,949 | $8.72M | 0.05% | −10,878−6.4% | Reduced |
| M. Kraus & Co | 153,189 | $8.46M | 3.00% | −910−0.6% | Reduced |
| Commerce Bank | 148,380 | $8.19M | 0.06% | −3,532−2.3% | Reduced |
| Neuberger Berman Group LLC | 146,893 | $8.11M | 0.01% | +2,900+2.0% | Added |
| Czech National Bank | 146,401 | $8.08M | 0.13% | +47,573+48.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 145,391 | $8.03M | 0.02% | +3,691+2.6% | Added |
| Janney Montgomery Scott LLC | 145,335 | $8.02M | 0.03% | +9,673+7.1% | Added |
| Churchill Management Corp | 144,854 | $8.00M | 0.14% | +1,156+0.8% | Added |
| Utah Retirement Systems | 143,304 | $7.91M | 0.11% | +400+0.3% | Added |
| Punch & Associates Investment Management, Inc. | 142,709 | $7.88M | 0.50% | −695−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 141,968 | $7.84M | 0.14% | +88,330+164.7% | Added |
| Storebrand Asset Management AS | 139,447 | $7.70M | 0.04% | −15,194−9.8% | Reduced |
| Comerica Securities,inc. | 137,271 | $7.58M | 0.63% | −5,596−3.9% | Reduced |
| Socorro Asset Management LP | 136,556 | $7.54M | 3.52% | −70,141−33.9% | Reduced |
| Achmea Investment Management B.V. | 135,688 | $7.49M | 0.16% | −29,224−17.7% | Reduced |
| State of Alaska, Department of Revenue | 135,647 | $7.49M | 0.09% | −3,890−2.8% | Reduced |
| Xponance, Inc. | 133,721 | $7.38M | 0.10% | −2,603−1.9% | Reduced |
| New York Life Investment Management LLC | 130,419 | $7.20M | 0.08% | −445−0.3% | Reduced |
| Kanawha Capital Management LLC | 129,493 | $7.15M | 0.69% | −852−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 129,144 | $7.13M | 0.08% | +34,514+36.5% | Added |
| Van Eck Associates Corp | 129,063 | $7.12M | 0.02% | +4,300+3.4% | Added |
| Public Employees Retirement Association of Colorado | 128,094 | $7.07M | 0.04% | −5,009−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 128,034 | $7.07M | 0.02% | −21,018−14.1% | Reduced |
| Yousif Capital Management, LLC | 125,763 | $6.94M | 0.09% | −5,559−4.2% | Reduced |
| PGGM Investments | 125,045 | $6.90M | 0.12% | +310.0% | Added |
| Fifth Third Bancorp | 124,276 | $6.86M | 0.03% | −1,861−1.5% | Reduced |
| Westchester Capital Management, LLC | 123,000 | $6.79M | 0.23% | +123,000 | New |
| Capital Management Corp | 122,341 | $6.75M | 1.53% | −11,670−8.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 121,316 | $6.70M | 0.47% | −122,667−50.3% | Reduced |
| ProShare Advisors LLC | 120,833 | $6.67M | 0.02% | −5,615−4.4% | Reduced |
| Captrust Financial Advisors | 120,580 | $6.66M | 0.03% | +1,877+1.6% | Added |
| CIBC Asset Management Inc | 120,157 | $6.63M | 0.03% | −1,714−1.4% | Reduced |
| Two Sigma Advisers, LP | 118,000 | $6.51M | 0.02% | −58,400−33.1% | Reduced |
| Mutual of America Capital Management LLC | 117,479 | $6.48M | 0.08% | −2,881−2.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 115,676 | $6.39M | 0.26% | −6,845−5.6% | Reduced |
| Lincoln Capital LLC | 115,575 | $6.38M | 1.67% | −250.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 115,335 | $6.37M | 0.25% | +12,679+12.4% | Added |
| Steward Partners Investment Advisory, LLC | 114,786 | $6.34M | 0.10% | −20,632−15.2% | Reduced |
| Schroder Investment Management Group | 114,124 | $6.30M | 0.01% | +7,717+7.3% | Added |
| Oregon Public Employees Retirement Fund | 111,472 | $6.15M | 0.09% | −21,518−16.2% | Reduced |
| GPM Growth Investors, Inc. | 111,217 | $6.14M | 3.21% | −1,372−1.2% | Reduced |
| Martin Investment Management, LLC | 110,747 | $6.11M | 1.83% | −18,468−14.3% | Reduced |
| D.A. Davidson & Co. | 110,338 | $6.09M | 0.07% | −3,921−3.4% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 110,000 | $6.07M | 0.52% | −112,000−50.5% | Reduced |
| Connecticut Wealth Management, LLC | 108,834 | $6.01M | 0.41% | +371+0.3% | Added |
| Stephens Inc | 108,705 | $6.00M | 0.12% | −4,183−3.7% | Reduced |
| Tufton Capital Management | 108,014 | $5.96M | 1.33% | +566+0.5% | Added |
| Baker Ellis Asset Management LLC | 104,788 | $5.78M | 1.04% | +1,289+1.2% | Added |
| Assetmark, Inc | 104,704 | $5.78M | 0.02% | +9,283+9.7% | Added |
| Riverview Capital Advisers, LLC | 103,079 | $5.69M | 2.52% | +55+0.1% | Added |
| Regions Financial Corp | 101,464 | $5.60M | 0.05% | −4,372−4.1% | Reduced |
| Bahl & Gaynor Inc | 101,287 | $5.59M | 0.04% | −2,816−2.7% | Reduced |
| Hall Laurie J Trustee | 100,730 | $5.56M | 2.37% | +250.0% | Added |
| CapWealth Advisors, LLC | 98,549 | $5.44M | 0.70% | +1,725+1.8% | Added |
| Close Asset Management Ltd | 97,646 | $5.39M | 0.28% | +167+0.2% | Added |
| Telos Capital Management, Inc. | 97,058 | $5.36M | 0.74% | −4,126−4.1% | Reduced |
| Wesleyan Assurance Society | 96,200 | $5.31M | 0.59% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 95,598 | $5.28M | 0.19% | +430.0% | Added |
| Lazard Asset Management LLC | 95,202 | $5.25M | 0.01% | −13,101−12.1% | Reduced |
| Ethic Inc. | 95,089 | $5.25M | 0.18% | +6,762+7.7% | Added |
| Nissay Asset Management Corp | 94,367 | $5.21M | 0.05% | +2,796+3.1% | Added |
| Granite Bay Wealth Management, LLC | 94,510 | $5.21M | 0.05% | +94,510 | New |
| Cambridge Investment Research Advisors, Inc. | 94,209 | $5.20M | 0.02% | −798−0.8% | Reduced |
| Toroso Investments, LLC | 93,930 | $5.18M | 0.16% | +4,676+5.2% | Added |
| HM Payson & Co | 93,267 | $5.15M | 0.12% | −1,119−1.2% | Reduced |
| Gotham Asset Management, LLC | 92,778 | $5.12M | 0.11% | +83,240+872.7% | Added |
| Northwest Investment Counselors, LLC | 91,282 | $5.04M | 1.41% | −230.0% | Reduced |
| Private Advisor Group, LLC | 91,267 | $5.04M | 0.05% | −4,179−4.4% | Reduced |
| Davenport & Co LLC | 91,264 | $5.04M | 0.04% | −5,242−5.4% | Reduced |
| Fiduciary Trust Co | 91,086 | $5.03M | 0.09% | −8,606−8.6% | Reduced |
| Public Sector Pension Investment Board | 89,725 | $4.95M | 0.04% | +9,981+12.5% | Added |
| Bank of Nova Scotia | 89,007 | $4.91M | 0.01% | +10,114+12.8% | Added |
| AdvisorNet Financial, Inc | 87,978 | $4.86M | 0.44% | +2,340+2.7% | Added |
| Fayez Sarofim & Co | 87,603 | $4.84M | 0.02% | −1,980−2.2% | Reduced |
| AIA Group Ltd | 84,956 | $4.69M | 0.23% | 00.0% | Unchanged |
| Laffer Tengler Investments | 84,801 | $4.68M | 1.38% | +35,120+70.7% | Added |
| Olstein Capital Management, L.P. | 81,808 | $4.52M | 0.77% | −98,192−54.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 81,701 | $4.51M | 0.11% | −5,248−6.0% | Reduced |
| Family Capital Trust Co | 80,954 | $4.47M | 1.58% | −2,279−2.7% | Reduced |
| Nwam LLC | 80,463 | $4.44M | 0.45% | −16,275−16.8% | Reduced |
| Waratah Capital Advisors Ltd. | 80,138 | $4.42M | 0.20% | −97,119−54.8% | Reduced |
| Kestra Advisory Services, LLC | 79,662 | $4.40M | 0.04% | +7,146+9.9% | Added |
| IFP Advisors, Inc | 78,704 | $4.34M | 0.20% | +110.0% | Added |
| Pegasus Asset Management, Inc. | 78,336 | $4.32M | 2.01% | +427+0.5% | Added |
| Pathstone Family Office, LLC | 77,147 | $4.30M | 0.03% | +46,568+152.3% | Added |
| Crossmark Global Holdings, Inc. | 77,315 | $4.28M | 0.10% | +23,662+44.1% | Added |
| Gulf International Bank (UK) Ltd | 77,088 | $4.25M | 0.12% | −6,683−8.0% | Reduced |
| Gilman Hill Asset Management, LLC | 76,965 | $4.25M | 0.84% | −110−0.1% | Reduced |
| Parsons Capital Management Inc | 76,054 | $4.20M | 0.33% | +260+0.3% | Added |
| British Columbia Investment Management Corp | 75,938 | $4.19M | 0.04% | +657+0.9% | Added |
| Souders Financial Advisors | 75,930 | $4.19M | 0.80% | −8,324−9.9% | Reduced |
| Candriam Luxembourg S.C.A. | 75,521 | $4.17M | 0.03% | −689−0.9% | Reduced |
| Clearbridge Investments, LLC | 75,482 | $4.17M | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75,340 | $4.16M | 0.16% | −215−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 75,327 | $4.16M | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 75,184 | $4.15M | 0.05% | −10,370−12.1% | Reduced |