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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 22,187 | $1.27M | 0.05% | −4,116−15.6% | Reduced |
| Neville Rodie & Shaw Inc | 22,304 | $1.28M | 0.10% | −750−3.3% | Reduced |
| Wetherby Asset Management Inc | 22,417 | $1.29M | 0.07% | +898+4.2% | Added |
| Squarepoint Ops LLC | 22,736 | $1.31M | 0.01% | −20.0% | Reduced |
| Birch Hill Investment Advisors LLC | 22,800 | $1.31M | 0.07% | 00.0% | Unchanged |
| Twin Tree Management, LP | 22,857 | $1.31M | 0.02% | +22,857 | New |
| Curbstone Financial Management Corp | 23,068 | $1.33M | 0.30% | −200−0.9% | Reduced |
| Trueblood Wealth Management, LLC | 23,157 | $1.33M | 0.83% | +23,157 | New |
| Hartford Financial Management Inc. | 23,260 | $1.34M | 0.30% | −340−1.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 23,210 | $1.34M | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 23,583 | $1.35M | 0.02% | +3,299+16.3% | Added |
| HB Wealth Management, LLC | 23,803 | $1.37M | 0.02% | −123−0.5% | Reduced |
| AXS Investments LLC | 24,041 | $1.38M | 0.33% | +2,354+10.9% | Added |
| Aigen Investment Management, LP | 24,207 | $1.39M | 0.25% | +24,207 | New |
| First Manhattan Co | 24,212 | $1.39M | 0.00% | −833−3.3% | Reduced |
| Woodstock Corp | 24,447 | $1.40M | 0.16% | −855−3.4% | Reduced |
| Panagora Asset Management Inc | 24,768 | $1.42M | 0.01% | −234−0.9% | Reduced |
| Burney Co | 24,793 | $1.42M | 0.06% | −2,337−8.6% | Reduced |
| GWM Advisors LLC | 25,431 | $1.44M | 0.01% | −12,811−33.5% | Reduced |
| Johnson Investment Counsel Inc | 25,151 | $1.44M | 0.02% | −1,916−7.1% | Reduced |
| Value Partners Investments Inc. | 25,119 | $1.45M | 0.12% | +25,119 | New |
| Envestnet Portfolio Solutions, Inc. | 25,252 | $1.45M | 0.01% | +2,576+11.4% | Added |
| Romano Brothers and Company | 25,482 | $1.46M | 0.22% | −495−1.9% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.48M | 0.07% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 25,807 | $1.48M | 0.05% | +25,807 | New |
| Benjamin Edwards Inc | 25,841 | $1.49M | 0.32% | +596+2.4% | Added |
| Everence Capital Management Inc | 25,890 | $1.49M | 0.11% | −3,530−12.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.49M | 0.21% | 00.0% | Unchanged |
| Credit Agricole S A | 26,139 | $1.50M | 0.03% | +18,262+231.8% | Added |
| Central Trust Co | 26,165 | $1.50M | 0.04% | −36−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,559 | $1.53M | 0.04% | +120+0.5% | Added |
| Smith, Salley & Associates | 26,718 | $1.53M | 0.10% | +26,718 | New |
| United Services Automobile Association | 26,758 | $1.54M | 0.03% | +2,244+9.2% | Added |
| Principle Wealth Partners LLC | 26,816 | $1.54M | 0.13% | +60+0.2% | Added |
| Moors & Cabot, Inc. | 27,033 | $1.55M | 0.10% | −962−3.4% | Reduced |
| Van Hulzen Asset Management, LLC | 27,325 | $1.57M | 0.11% | +4,300+18.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,448 | $1.58M | 0.02% | +975+3.7% | Added |
| Guggenheim Capital LLC | 27,690 | $1.59M | 0.01% | +2,434+9.6% | Added |
| Goelzer Investment Management, Inc. | 27,700 | $1.59M | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 28,603 | $1.64M | 0.12% | +28,603 | New |
| Estate Counselors, LLC | 28,870 | $1.66M | 0.20% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 28,951 | $1.66M | 0.11% | −144−0.5% | Reduced |
| FineMark National Bank & Trust | 28,976 | $1.66M | 0.07% | +161+0.6% | Added |
| Empirical Finance, LLC | 29,186 | $1.68M | 0.12% | +218+0.8% | Added |
| MAI Capital Management | 29,411 | $1.69M | 0.02% | +2,096+7.7% | Added |
| Norinchukin Bank, The | 29,451 | $1.69M | 0.04% | −2,797−8.7% | Reduced |
| Cornerstone Advisors, LLC | 29,600 | $1.70M | 0.07% | −3,200−9.8% | Reduced |
| Holderness Investments Co | 29,652 | $1.70M | 0.47% | +16,457+124.7% | Added |
| Glenview Trust Co | 29,777 | $1.71M | 0.04% | −529−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 29,892 | $1.72M | 0.12% | −1,253−4.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 29,913 | $1.72M | 0.18% | +29,913 | New |
| Meiji Yasuda Life Insurance Co | 30,183 | $1.73M | 0.04% | +7,100+30.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 30,252 | $1.74M | 0.07% | +27,553+1,020.9% | Added |
| Trust Co of Vermont | 31,016 | $1.78M | 0.12% | −9,593−23.6% | Reduced |
| Savant Capital, LLC | 31,102 | $1.79M | 0.02% | −4,728−13.2% | Reduced |
| BNP Paribas Arbitrage, SA | 31,145 | $1.79M | 0.00% | +31,145 | New |
| Pacific Global Investment Management CO | 31,179 | $1.79M | 0.37% | +40.0% | Added |
| Aureus Asset Management, LLC | 31,555 | $1.81M | 0.13% | −64−0.2% | Reduced |
| Merit Financial Group, LLC | 31,669 | $1.82M | 0.06% | −5,085−13.8% | Reduced |
| Cunning Capital Partners, LP | 31,795 | $1.83M | 1.14% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 31,900 | $1.83M | 0.07% | −5,600−14.9% | Reduced |
| Jefferies Financial Group Inc. | 31,947 | $1.84M | 0.03% | +4,866+18.0% | Added |
| Headinvest, LLC | 32,139 | $1.85M | 0.38% | −1,022−3.1% | Reduced |
| Delta Financial Advisors LLC | 32,397 | $1.86M | 0.81% | +1,682+5.5% | Added |
| TD Waterhouse Canada Inc. | 30,688 | $1.87M | 0.02% | +18,644+154.8% | Added |
| Hoylecohen, LLC | 32,723 | $1.88M | 0.15% | +803+2.5% | Added |
| Banque Cantonale Vaudoise | 33,092 | $1.90M | 0.08% | +11,155+50.9% | Added |
| Shell Asset Management Co | 33,157 | $1.91M | 0.09% | −8,187−19.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,968 | $1.91M | 0.03% | −1,337−3.9% | Reduced |
| Bartlett & Co. LLC | 32,968 | $1.91M | 0.03% | −1,337−3.9% | Reduced |
| Two Sigma Investments, LP | 33,300 | $1.91M | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 33,384 | $1.92M | 0.05% | −3,872−10.4% | Reduced |
| IMA Wealth, Inc. | 33,462 | $1.92M | 0.96% | −5,073−13.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 33,509 | $1.93M | 0.03% | −919−2.7% | Reduced |
| United Capital Financial Advisers, LLC | 33,960 | $1.95M | 0.02% | −2,230−6.2% | Reduced |
| Temasek Holdings (Private) Ltd | 33,972 | $1.95M | 0.01% | +33,972 | New |
| Alyeska Investment Group, L.P. | 34,014 | $1.95M | 0.01% | +34,014 | New |
| Metropolitan Life Insurance Co | 34,153 | $1.96M | 0.09% | −502−1.4% | Reduced |
| Wellington Management Group LLP | 34,460 | $1.98M | 0.00% | −213,178−86.1% | Reduced |
| Blue Square Asset Management, LLC | 34,661 | $1.99M | 1.33% | −408−1.2% | Reduced |
| Metis Global Partners, LLC | 34,694 | $1.99M | 0.08% | −3,641−9.5% | Reduced |
| Ingalls & Snyder LLC | 34,847 | $2.00M | 0.09% | −1,001−2.8% | Reduced |
| Selway Asset Management | 34,877 | $2.00M | 0.84% | +1,082+3.2% | Added |
| Atria Wealth Solutions, Inc. | 34,874 | $2.01M | 0.03% | −932−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,109 | $2.02M | 0.03% | +4,470+14.6% | Added |
| South Dakota Investment Council | 35,141 | $2.02M | 0.04% | −3,625−9.4% | Reduced |
| Aurora Investment Counsel | 39,685 | $2.03M | 1.32% | +39,685 | New |
| Barden Capital Management, Inc. | 36,876 | $2.04M | 1.66% | +4,752+14.8% | Added |
| Illinois Municipal Retirement Fund | 35,501 | $2.04M | 0.03% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 35,614 | $2.05M | 0.18% | −7,627−17.6% | Reduced |
| Whittier Trust Co | 35,660 | $2.05M | 0.03% | −1,283−3.5% | Reduced |
| Change Path, LLC | 35,715 | $2.05M | 0.13% | +35,715 | New |
| Tiaa Trust, National Association | 36,148 | $2.08M | 0.01% | +901+2.6% | Added |
| Andrew Hill Investment Advisors, Inc. | 36,217 | $2.08M | 2.17% | +36,217 | New |
| B. Metzler seel. Sohn & Co. AG | 36,394 | $2.09M | 0.03% | −928−2.5% | Reduced |
| Thrivent Financial for Lutherans | 36,431 | $2.09M | 0.00% | −324−0.9% | Reduced |
| Perigon Wealth Management, LLC | 36,482 | $2.10M | 0.07% | +985+2.8% | Added |
| Aquatic Capital Management LLC | 36,500 | $2.10M | 0.05% | +36,500 | New |
| Brinker Capital Investments, LLC | 38,216 | $2.16M | 0.03% | +12,112+46.4% | Added |
| Orion Portfolio Solutions, LLC | 38,216 | $2.16M | 0.03% | +12,112+46.4% | Added |