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, Q4 2023
Institutional positions in Carrier Global Corp as of Dec 31, 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
- 1,398
- +98 vs. Q3 2023
- Shares held
- 759.2M
- −16.5M (−2.1%) vs. Q3 2023
- Total value
- $43.6B
- +$786.9M (+1.8%) vs. Q3 2023
- New holders
- 180
- 419 more added
- Sold out
- 82
- 543 more reduced
16 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 93,823,151 | $5.39B | 0.12% | +44,1800.0% | Added |
| Capital Research Global Investors | 92,829,907 | $5.33B | 1.31% | +2,961,923+3.3% | Added |
| Capital International Investors | 81,063,464 | $4.66B | 1.04% | +443,568+0.6% | Added |
| Capital World Investors | 64,132,148 | $3.68B | 0.66% | −16,408,782−20.4% | Reduced |
| BlackRock Inc. | 60,730,069 | $3.49B | 0.09% | +960,417+1.6% | Added |
| State Street Corp | 33,337,091 | $1.92B | 0.09% | +666,803+2.0% | Added |
| Geode Capital Management, LLC | 18,462,727 | $1.06B | 0.11% | +295,426+1.6% | Added |
| Price T Rowe Associates Inc | 14,821,282 | $851.5M | 0.11% | −996,410−6.3% | Reduced |
| Dodge & Cox | 14,424,756 | $828.7M | 0.53% | −81,200−0.6% | Reduced |
| Fisher Asset Management, LLC | 13,307,231 | $764.5M | 0.40% | +310,453+2.4% | Added |
| Nuveen Asset Management, LLC | 12,681,681 | $728.7M | 0.23% | −2,558,577−16.8% | Reduced |
| Morgan Stanley | 9,596,028 | $551.3M | 0.05% | +350,762+3.8% | Added |
| Fiera Capital Corp | 9,244,897 | $531.1M | 1.63% | −1,013,631−9.9% | Reduced |
| Northern Trust Corp | 8,291,669 | $476.4M | 0.09% | −649,632−7.3% | Reduced |
| Norges Bank | 7,736,932 | $444.5M | 0.08% | +405,775+5.5% | Added |
| FMR LLC | 7,129,596 | $409.6M | 0.03% | +462,821+6.9% | Added |
| Bank of New York Mellon Corp | 6,225,573 | $357.7M | 0.07% | −494,240−7.4% | Reduced |
| JPMorgan Chase & Co | 6,076,919 | $349.1M | 0.04% | +1,395,070+29.8% | Added |
| Legal & General Group Plc | 5,400,707 | $310.3M | 0.10% | −218,447−3.9% | Reduced |
| UBS Asset Management Americas Inc | 5,291,689 | $304.0M | 0.12% | −52,476−1.0% | Reduced |
| Bank of America Corp | 5,221,312 | $300.0M | 0.03% | +248,311+5.0% | Added |
| Pictet Asset Management Holding SA | 4,954,203 | $284.6M | 0.31% | +350,263+7.6% | Added |
| StonePine Asset Management Inc. | 4,752,550 | $273.0M | 2.93% | +845,622+21.6% | Added |
| Charles Schwab Investment Management Inc | 4,628,389 | $265.9M | 0.07% | +52,212+1.1% | Added |
| Victory Capital Management Inc | 4,581,993 | $263.2M | 0.28% | −91,264−2.0% | Reduced |
| Dimensional Fund Advisors LP | 4,556,729 | $261.8M | 0.08% | −1,185,395−20.6% | Reduced |
| Primecap Management Co | 4,337,462 | $249.2M | 0.20% | −478,900−9.9% | Reduced |
| C WorldWide Group Holding A/S | 4,203,900 | $241.5M | 3.24% | −520,034−11.0% | Reduced |
| Goldman Sachs Group Inc | 4,137,521 | $237.7M | 0.05% | +408,298+10.9% | Added |
| Invesco Ltd. | 4,083,264 | $234.6M | 0.06% | +108,337+2.7% | Added |
| Fiduciary Management Inc | 3,960,710 | $227.5M | 2.13% | −278,746−6.6% | Reduced |
| Burgundy Asset Management Ltd. | 3,811,233 | $219.0M | 2.43% | −55,993−1.4% | Reduced |
| Impax Asset Management Group plc | 3,306,877 | $190.0M | 0.76% | +1,070,036+47.8% | Added |
| Gates Capital Management, Inc. | 3,061,763 | $175.9M | 5.83% | −474,642−13.4% | Reduced |
| Amundi | 2,799,090 | $159.0M | 0.07% | −148,188−5.0% | Reduced |
| Principal Financial Group Inc | 2,673,082 | $153.6M | 0.10% | −117,026−4.2% | Reduced |
| Swiss National Bank | 2,619,285 | $150.5M | 0.11% | −65,900−2.5% | Reduced |
| Citadel Advisors LLC | 2,540,468 | $145.9M | 0.15% | +711,074+38.9% | Added |
| Envestnet Asset Management Inc | 2,532,677 | $145.5M | 0.06% | −68,097−2.6% | Reduced |
| Deutsche Bank AG | 2,288,232 | $131.5M | 0.07% | +223,429+10.8% | Added |
| Barclays PLC | 2,270,518 | $130.4M | 0.07% | −318,698−12.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,148,407 | $123.4M | 0.09% | −79,132−3.6% | Reduced |
| Qube Research & Technologies Ltd | 1,933,917 | $111.1M | 0.25% | +1,933,917 | New |
| Credit Suisse AG | 1,886,348 | $108.4M | 0.11% | −111,546−5.6% | Reduced |
| National Pension Service | 1,743,296 | $100.2M | 0.14% | +44,613+2.6% | Added |
| Raymond James & Associates | 1,724,428 | $99.1M | 0.07% | −163,390−8.7% | Reduced |
| Royal Bank of Canada | 1,712,986 | $98.4M | 0.02% | −238,126−12.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,701,514 | $97.8M | 0.33% | −354,918−17.3% | Reduced |
| Brown Advisory Inc | 1,692,967 | $97.3M | 0.14% | −907,593−34.9% | Reduced |
| UBS Group AG | 1,618,579 | $93.0M | 0.04% | +774,385+91.7% | Added |
| Bristol Gate Capital Partners Inc. | 1,612,718 | $92.7M | 4.62% | +1,612,718 | New |
| Rhumbline Advisers | 1,572,518 | $90.3M | 0.09% | −12,320−0.8% | Reduced |
| California Public Employees Retirement System | 1,533,589 | $88.1M | 0.07% | −44,054−2.8% | Reduced |
| Russell Investments Group, Ltd. | 1,489,686 | $85.6M | 0.15% | +16,950+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,454,111 | $83.5M | 0.32% | −221,190−13.2% | Reduced |
| Capital Group Private Client Services, Inc. | 1,369,355 | $78.7M | 0.81% | −89,806−6.2% | Reduced |
| Massachusetts Financial Services Co | 1,361,053 | $78.2M | 0.03% | −54,158−3.8% | Reduced |
| First Trust Advisors LP | 1,338,920 | $76.9M | 0.08% | +60,196+4.7% | Added |
| California State Teachers Retirement System | 1,322,827 | $76.0M | 0.10% | +5,786+0.4% | Added |
| HSBC Holdings PLC | 1,288,385 | $74.0M | 0.07% | +269,925+26.5% | Added |
| Alliancebernstein L.P. | 1,251,059 | $71.9M | 0.03% | +26,585+2.2% | Added |
| APG Asset Management N.V. | 1,374,102 | $71.5M | 0.14% | +46,372+3.5% | Added |
| Wells Fargo & Company | 1,208,001 | $69.4M | 0.02% | −142,577−10.6% | Reduced |
| HighTower Advisors, LLC | 1,180,368 | $67.8M | 0.11% | −8,092−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 1,113,124 | $63.9M | 0.05% | −26,588−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,083,478 | $62.2M | 0.04% | −33,077−3.0% | Reduced |
| Mawer Investment Management Ltd. | 1,052,686 | $60.5M | 0.31% | −195,866−15.7% | Reduced |
| DekaBank Deutsche Girozentrale | 1,048,918 | $59.8M | 0.12% | +168,236+19.1% | Added |
| Ensign Peak Advisors, Inc | 1,016,806 | $58.4M | 0.12% | −37,874−3.6% | Reduced |
| Capital International Inc | 1,015,784 | $58.4M | 0.91% | +104,140+11.4% | Added |
| Great West Life Assurance Co | 1,002,989 | $57.4M | 0.13% | +2,289+0.2% | Added |
| Los Angeles Capital Management LLC | 977,337 | $56.1M | 0.21% | −223,347−18.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 936,445 | $53.8M | 3.41% | −15,931−1.7% | Reduced |
| Meitav Dash Investments Ltd | 928,050 | $53.3M | 0.78% | +348,400+60.1% | Added |
| State Board of Administration of Florida Retirement System | 922,229 | $53.0M | 0.11% | −8,852−1.0% | Reduced |
| Ameriprise Financial Inc | 913,965 | $52.5M | 0.02% | −406,075−30.8% | Reduced |
| New York State Common Retirement Fund | 909,069 | $52.2M | 0.07% | −48,417−5.1% | Reduced |
| Bank of Montreal | 890,400 | $51.5M | 0.03% | +241,599+37.2% | Added |
| Handelsbanken Fonder AB | 856,876 | $49.2M | 0.24% | −38,824−4.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 892,260 | $49.1M | 0.09% | +123,248+16.0% | Added |
| Dearborn Partners LLC | 817,874 | $47.0M | 1.71% | −17,690−2.1% | Reduced |
| Vontobel Holding Ltd. | 806,932 | $46.4M | 0.39% | −16,286−2.0% | Reduced |
| New York State Teachers Retirement System | 790,316 | $45.4M | 0.10% | −31,782−3.9% | Reduced |
| Nordea Investment Management AB | 779,952 | $45.0M | 0.06% | +447,191+134.4% | Added |
| Aviva PLC | 755,703 | $43.4M | 0.16% | +79,438+11.7% | Added |
| Standard Life Aberdeen plc | 751,661 | $43.2M | 0.09% | +217,144+40.6% | Added |
| Citigroup Inc | 716,595 | $41.2M | 0.05% | +71,650+11.1% | Added |
| Great Lakes Advisors, LLC | 681,846 | $39.2M | 0.37% | −95,055−12.2% | Reduced |
| iA Global Asset Management Inc. | 640,648 | $36.8M | 0.85% | +148,842+30.3% | Added |
| CI Private Wealth, LLC | 622,756 | $35.8M | 0.07% | −1,721−0.3% | Reduced |
| Prudential Financial Inc | 622,572 | $34.9M | 0.05% | −119,312−16.1% | Reduced |
| Capital International Sarl | 606,235 | $34.8M | 1.30% | +29,651+5.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 587,738 | $33.8M | 0.20% | −8,291−1.4% | Reduced |
| Mackenzie Financial Corp | 563,348 | $32.4M | 0.05% | +2,404+0.4% | Added |
| Susquehanna International Group, LLP | 557,156 | $32.0M | 0.05% | +255,260+84.6% | Added |
| Baird Financial Group, Inc. | 547,899 | $31.5M | 0.07% | −58,381−9.6% | Reduced |
| Delta Asset Management LLC | 539,833 | $31.0M | 2.95% | −8,663−1.6% | Reduced |
| Ceredex Value Advisors LLC | 538,050 | $31.0M | 0.54% | +538,050 | New |
| Allianz Asset Management GmbH | 521,031 | $29.9M | 0.06% | −23,920−4.4% | Reduced |
| Glenmede Trust Co NA | 519,000 | $29.8M | 0.15% | −20,887−3.9% | Reduced |