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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,366 | $4.05M | 0.06% | +149+0.2% | Added |
| JustInvest LLC | 73,309 | $4.05M | 0.12% | +4,866+7.1% | Added |
| MU Investments Co., Ltd. | 71,890 | $4.02M | 5.38% | −600−0.8% | Reduced |
| Mercer Global Advisors Inc | 71,687 | $3.96M | 0.02% | +6,347+9.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 70,862 | $3.91M | 0.18% | +5,998+9.2% | Added |
| Daiwa Securities Group Inc. | 70,685 | $3.90M | 0.03% | +5,477+8.4% | Added |
| Snowden Capital Advisors LLC | 70,639 | $3.90M | 0.17% | −5,012−6.6% | Reduced |
| Blair William & Co | 70,406 | $3.89M | 0.01% | +1,761+2.6% | Added |
| Elo Mutual Pension Insurance Co | 69,873 | $3.86M | 0.12% | +1,163+1.7% | Added |
| Kentucky Retirement Systems | 69,759 | $3.85M | 0.13% | +2,636+3.9% | Added |
| Patten Group, Inc. | 68,172 | $3.76M | 1.12% | −83−0.1% | Reduced |
| CWM, LLC | 67,730 | $3.74M | 0.02% | +755+1.1% | Added |
| Cetera Advisor Networks LLC | 67,493 | $3.73M | 0.02% | −1,641−2.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 66,668 | $3.68M | 0.59% | −251−0.4% | Reduced |
| Rafferty Asset Management, LLC | 66,615 | $3.68M | 0.02% | +6,312+10.5% | Added |
| Stratos Wealth Partners, LTD. | 66,227 | $3.66M | 0.08% | +5,119+8.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 66,212 | $3.65M | 0.59% | −1,492−2.2% | Reduced |
| Richard Bernstein Advisors LLC | 65,977 | $3.64M | 0.08% | +65,977 | New |
| WBI Investments | 65,611 | $3.62M | 0.73% | +65,611 | New |
| Circle Wealth Management, LLC | 65,594 | $3.62M | 0.09% | +65,594 | New |
| Robeco Institutional Asset Management B.V. | 64,714 | $3.57M | 0.01% | −3,122−4.6% | Reduced |
| Teacher Retirement System of Texas | 64,691 | $3.57M | 0.02% | +1,551+2.5% | Added |
| Brown Brothers Harriman & Co | 64,098 | $3.54M | 0.03% | +273+0.4% | Added |
| Cohen Capital Management, Inc. | 63,834 | $3.52M | 0.72% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 63,620 | $3.51M | 0.08% | 00.0% | Unchanged |
| Welch Group, LLC | 63,525 | $3.51M | 0.21% | +63,525 | New |
| Canandaigua National Bank & Trust Co | 63,289 | $3.49M | 0.57% | −253−0.4% | Reduced |
| AdvisorShares Investments LLC | 63,243 | $3.49M | 0.93% | +3,664+6.1% | Added |
| Intech Investment Management LLC | 63,123 | $3.48M | 0.05% | +1,067+1.7% | Added |
| Avantax Advisory Services, Inc. | 62,894 | $3.47M | 0.04% | +26,556+73.1% | Added |
| AMG National Trust Bank | 62,278 | $3.44M | 0.12% | −884−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 62,214 | $3.43M | 0.11% | +30,204+94.4% | Added |
| Wealthfront Advisers LLC | 60,877 | $3.36M | 0.01% | +4,417+7.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 60,708 | $3.35M | 0.00% | −407,107−87.0% | Reduced |
| Securian Asset Management, Inc | 60,108 | $3.32M | 0.10% | −7,999−11.7% | Reduced |
| American Century Companies Inc | 60,063 | $3.32M | 0.00% | +6,174+11.5% | Added |
| JB Capital LLC | 59,198 | $3.27M | 0.28% | +621+1.1% | Added |
| Douglass Winthrop Advisors, LLC | 58,778 | $3.24M | 0.08% | +51,007+656.4% | Added |
| Connectus Wealth, LLC | 58,330 | $3.22M | 0.07% | −781−1.3% | Reduced |
| Evercore Wealth Management, LLC | 58,291 | $3.22M | 0.06% | +855+1.5% | Added |
| Cohen Klingenstein LLC | 57,980 | $3.20M | 0.14% | −654−1.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 57,927 | $3.20M | 0.12% | −2,483−4.1% | Reduced |
| NBT Bank N A | 57,616 | $3.18M | 0.31% | +24,914+76.2% | Added |
| Huntington National Bank | 57,595 | $3.18M | 0.03% | −3,862−6.3% | Reduced |
| Hartford Investment Management Co | 57,067 | $3.15M | 0.13% | −1,425−2.4% | Reduced |
| LSV Asset Management | 56,800 | $3.13M | 0.01% | −3,500−5.8% | Reduced |
| Cresset Asset Management, LLC | 56,581 | $3.12M | 0.02% | +5,618+11.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 56,515 | $3.12M | 0.67% | +270+0.5% | Added |
| Delta Capital Management LLC | 56,055 | $3.09M | 2.32% | −1,410−2.5% | Reduced |
| Tower View Investment Management & Research LLC | 55,839 | $3.08M | 2.16% | +749+1.4% | Added |
| Pacer Advisors, Inc. | 54,274 | $3.00M | 0.01% | +1,211+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 52,938 | $2.92M | 0.07% | +22,736+75.3% | Added |
| Cerity Partners LLC | 52,488 | $2.90M | 0.01% | −18,488−26.0% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.89M | 1.71% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 51,900 | $2.86M | 0.07% | +300+0.6% | Added |
| Marsico Capital Management LLC | 51,855 | $2.86M | 0.12% | +51,855 | New |
| QRG Capital Management, Inc. | 50,829 | $2.81M | 0.05% | +50,829 | New |
| Silvercrest Asset Management Group LLC | 50,211 | $2.77M | 0.02% | −134−0.3% | Reduced |
| Heritage Investors Management Corp | 50,042 | $2.76M | 0.12% | −2,042−3.9% | Reduced |
| Portolan Capital Management, LLC | 49,709 | $2.74M | 0.26% | +49,709 | New |
| PEAK6 Investments LLC | 49,696 | $2.74M | 0.13% | +49,696 | New |
| Advisors Capital Management, LLC | 49,603 | $2.74M | 0.07% | +49,603 | New |
| Prio Wealth Limited Partnership | 48,488 | $2.68M | 0.10% | −658−1.3% | Reduced |
| Wesbanco Bank Inc | 48,412 | $2.67M | 0.12% | −3,262−6.3% | Reduced |
| Sargent Investment Group, LLC | 47,769 | $2.64M | 0.64% | −2,650−5.3% | Reduced |
| Cacti Asset Management LLC | 46,767 | $2.60M | 0.25% | 00.0% | Unchanged |
| Argent Trust Co | 46,865 | $2.59M | 0.14% | +336+0.7% | Added |
| Essex Financial Services, Inc. | 46,361 | $2.56M | 0.30% | +6,951+17.6% | Added |
| CIBC World Markets Corp | 46,232 | $2.55M | 0.03% | −51,607−52.7% | Reduced |
| YHB Investment Advisors, Inc. | 45,708 | $2.52M | 0.23% | −286−0.6% | Reduced |
| Mandatum Life Insurance Co Ltd | 45,528 | $2.51M | 1.05% | +170+0.4% | Added |
| FIL Ltd | 45,363 | $2.50M | 0.00% | −36,623−44.7% | Reduced |
| Atria Investments LLC | 44,852 | $2.48M | 0.04% | +2,073+4.8% | Added |
| Whittier Trust Co of Nevada Inc | 44,723 | $2.47M | 0.09% | −431−1.0% | Reduced |
| L & S Advisors Inc | 43,692 | $2.41M | 0.35% | +43,692 | New |
| New Mexico Educational Retirement Board | 43,417 | $2.40M | 0.10% | +2,900+7.2% | Added |
| Beacon Pointe Advisors, LLC | 43,401 | $2.40M | 0.03% | +16,574+61.8% | Added |
| Advisor Partners II, LLC | 43,346 | $2.39M | 0.10% | +3,753+9.5% | Added |
| Lee Danner & Bass Inc | 43,241 | $2.39M | 0.22% | −1,736−3.9% | Reduced |
| GAM Holding AG | 42,790 | $2.36M | 0.17% | −31,941−42.7% | Reduced |
| Monarch Capital Management Inc | 41,509 | $2.29M | 0.74% | −50−0.1% | Reduced |
| Shell Asset Management Co | 41,344 | $2.28M | 0.09% | −3,939−8.7% | Reduced |
| Pinnacle Associates Ltd | 40,868 | $2.26M | 0.04% | −333−0.8% | Reduced |
| Trust Co of Vermont | 40,609 | $2.24M | 0.15% | −503−1.2% | Reduced |
| National Asset Management, Inc. | 40,429 | $2.23M | 0.06% | +25,375+168.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.21M | 0.63% | 00.0% | Unchanged |
| Empowered Funds, LLC | 39,610 | $2.19M | 0.06% | +1,937+5.1% | Added |
| Cetera Advisors LLC | 39,433 | $2.18M | 0.03% | −1,916−4.6% | Reduced |
| Poehling Capital Management, LLC | 39,326 | $2.17M | 0.76% | −17,488−30.8% | Reduced |
| Prudential PLC | 39,149 | $2.16M | 0.03% | −32,056−45.0% | Reduced |
| South Dakota Investment Council | 38,766 | $2.14M | 0.05% | −2,200−5.4% | Reduced |
| Bessemer Group Inc | 38,783 | $2.14M | 0.00% | +1,097+2.9% | Added |
| IMA Wealth, Inc. | 38,535 | $2.13M | 0.55% | −917−2.3% | Reduced |
| Metis Global Partners, LLC | 38,335 | $2.12M | 0.10% | +5,974+18.5% | Added |
| GWM Advisors LLC | 38,242 | $2.11M | 0.02% | +4,226+12.4% | Added |
| AE Wealth Management LLC | 37,958 | $2.10M | 0.01% | −2,233−5.6% | Reduced |
| Brasada Capital Management, LP | 37,700 | $2.07M | 0.48% | +37,700 | New |
| E. Ohman J:or Asset Management AB | 37,500 | $2.07M | 0.08% | −1,700−4.3% | Reduced |
| Formuepleje A/S | 37,390 | $2.06M | 0.19% | +37,390 | New |
| Ieq Capital, LLC | 37,367 | $2.06M | 0.04% | +1,246+3.4% | Added |