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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 38,385 | $2.21M | 0.02% | −26,306−40.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 38,655 | $2.22M | 0.00% | +1,790+4.9% | Added |
| Poehling Capital Management, LLC | 39,009 | $2.24M | 0.71% | −317−0.8% | Reduced |
| Prudential PLC | 39,073 | $2.24M | 0.02% | −76−0.2% | Reduced |
| Ieq Capital, LLC | 39,219 | $2.25M | 0.04% | +1,852+5.0% | Added |
| Pinebridge Investments, L.P. | 39,609 | $2.28M | 0.02% | +5,185+15.1% | Added |
| Bessemer Group Inc | 39,639 | $2.28M | 0.00% | +856+2.2% | Added |
| Essex Financial Services, Inc. | 39,656 | $2.28M | 0.24% | −6,705−14.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.30M | 0.59% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 40,284 | $2.32M | 0.70% | −1,225−3.0% | Reduced |
| Pinnacle Associates Ltd | 40,653 | $2.34M | 0.04% | −215−0.5% | Reduced |
| Atria Investments LLC | 41,448 | $2.38M | 0.04% | −3,404−7.6% | Reduced |
| Bensler, LLC | 41,765 | $2.40M | 0.40% | +41,765 | New |
| Ontario Teachers Pension Plan Board | 41,976 | $2.41M | 0.02% | +32,418+339.2% | Added |
| Empowered Funds, LLC | 42,660 | $2.45M | 0.06% | +3,050+7.7% | Added |
| Whittier Trust Co of Nevada Inc | 42,801 | $2.46M | 0.08% | −1,922−4.3% | Reduced |
| New Mexico Educational Retirement Board | 43,417 | $2.49M | 0.10% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 43,821 | $2.52M | 0.18% | +43,821 | New |
| Mandatum Life Insurance Co Ltd | 44,173 | $2.54M | 0.94% | −1,355−3.0% | Reduced |
| North Star Investment Management Corp. | 44,315 | $2.55M | 0.20% | +32,200+265.8% | Added |
| Sawtooth Solutions, LLC | 44,809 | $2.57M | 0.07% | +15,205+51.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 45,033 | $2.59M | 0.05% | −7,905−14.9% | Reduced |
| Bleakley Financial Group, LLC | 45,249 | $2.60M | 0.08% | +15,645+52.8% | Added |
| Cetera Advisors LLC | 45,318 | $2.60M | 0.04% | +5,885+14.9% | Added |
| YHB Investment Advisors, Inc. | 45,613 | $2.62M | 0.25% | −95−0.2% | Reduced |
| Sargent Investment Group, LLC | 45,789 | $2.63M | 0.58% | −1,980−4.1% | Reduced |
| Silvercrest Asset Management Group LLC | 46,031 | $2.64M | 0.02% | −4,180−8.3% | Reduced |
| Wesbanco Bank Inc | 46,041 | $2.65M | 0.15% | −2,371−4.9% | Reduced |
| Beacon Pointe Advisors, LLC | 46,397 | $2.67M | 0.03% | +2,996+6.9% | Added |
| Argent Trust Co | 46,455 | $2.67M | 0.13% | −410−0.9% | Reduced |
| Cetera Investment Advisers | 46,499 | $2.67M | 0.02% | +10,532+29.3% | Added |
| Cacti Asset Management LLC | 46,592 | $2.69M | 0.23% | −175−0.4% | Reduced |
| Granite Bay Wealth Management, LLC | 51,065 | $2.70M | 0.02% | −43,445−46.0% | Reduced |
| Siemens Fonds Invest GmbH | 47,628 | $2.74M | 0.22% | +26,594+126.4% | Added |
| Brasada Capital Management, LP | 48,775 | $2.80M | 0.55% | +11,075+29.4% | Added |
| FIL Ltd | 49,003 | $2.82M | 0.00% | +3,640+8.0% | Added |
| Heritage Investors Management Corp | 49,822 | $2.86M | 0.11% | −220−0.4% | Reduced |
| Louisiana State Employees Retirement System | 50,700 | $2.91M | 0.06% | −1,200−2.3% | Reduced |
| Tudor Investment Corp Et Al | 51,038 | $2.93M | 0.04% | +51,038 | New |
| Alpine Woods Capital Investors, LLC | 51,079 | $2.93M | 0.44% | −15,589−23.4% | Reduced |
| Twinbeech Capital LP | 51,809 | $2.98M | 0.05% | +24,576+90.2% | Added |
| Prio Wealth Limited Partnership | 51,934 | $2.98M | 0.10% | +3,446+7.1% | Added |
| Westport Asset Management Inc | 52,400 | $3.01M | 1.62% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 53,137 | $3.05M | 0.09% | −6,971−11.6% | Reduced |
| SG Americas Securities, LLC | 54,034 | $3.10M | 0.03% | +24,741+84.5% | Added |
| American Century Companies Inc | 54,630 | $3.14M | 0.00% | −5,433−9.0% | Reduced |
| QRG Capital Management, Inc. | 54,996 | $3.16M | 0.05% | +4,167+8.2% | Added |
| Douglass Winthrop Advisors, LLC | 55,417 | $3.18M | 0.07% | −3,361−5.7% | Reduced |
| Harmony Asset Management LLC | 55,797 | $3.21M | 1.36% | +55,797 | New |
| Delta Capital Management LLC | 55,985 | $3.22M | 2.24% | −70−0.1% | Reduced |
| Cresset Asset Management, LLC | 55,985 | $3.23M | 0.02% | −596−1.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 56,305 | $3.23M | 0.64% | −210−0.4% | Reduced |
| Huntington National Bank | 56,329 | $3.24M | 0.03% | −1,266−2.2% | Reduced |
| Hartford Investment Management Co | 56,480 | $3.24M | 0.12% | −587−1.0% | Reduced |
| LSV Asset Management | 56,800 | $3.26M | 0.01% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 56,669 | $3.26M | 0.65% | +56,669 | New |
| Polar Capital Holdings Plc | 57,000 | $3.27M | 0.02% | +57,000 | New |
| Evercore Wealth Management, LLC | 57,821 | $3.32M | 0.06% | −470−0.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 57,824 | $3.32M | 0.07% | +24,625+74.2% | Added |
| Connectus Wealth, LLC | 57,816 | $3.32M | 0.07% | −514−0.9% | Reduced |
| Cohen Klingenstein LLC | 57,980 | $3.33M | 0.14% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 58,190 | $3.34M | 0.01% | −81,257−58.3% | Reduced |
| Brown Brothers Harriman & Co | 58,472 | $3.36M | 0.03% | −5,626−8.8% | Reduced |
| M Holdings Securities, Inc. | 58,502 | $3.36M | 0.38% | +58,502 | New |
| Tower View Investment Management & Research LLC | 58,608 | $3.37M | 2.09% | +2,769+5.0% | Added |
| NBT Bank N A | 58,613 | $3.37M | 0.26% | +997+1.7% | Added |
| Synovus Financial Corp | 59,186 | $3.40M | 0.05% | −15,998−21.3% | Reduced |
| JB Capital LLC | 59,207 | $3.40M | 0.25% | +90.0% | Added |
| Advisors Capital Management, LLC | 60,279 | $3.46M | 0.07% | +10,676+21.5% | Added |
| CWM, LLC | 61,191 | $3.52M | 0.02% | −6,539−9.7% | Reduced |
| AMG National Trust Bank | 62,460 | $3.59M | 0.11% | +182+0.3% | Added |
| Canandaigua National Bank & Trust Co | 62,601 | $3.60M | 0.56% | −688−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 62,979 | $3.62M | 0.04% | +85+0.1% | Added |
| Cohen Capital Management, Inc. | 63,834 | $3.67M | 0.70% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 64,429 | $3.70M | 0.12% | −114,949−64.1% | Reduced |
| Cetera Advisor Networks LLC | 64,562 | $3.71M | 0.02% | −2,931−4.3% | Reduced |
| Maryland State Retirement & Pension System | 64,833 | $3.72M | 0.08% | +1,213+1.9% | Added |
| Circle Wealth Management, LLC | 65,569 | $3.77M | 0.10% | −250.0% | Reduced |
| Richard Bernstein Advisors LLC | 66,032 | $3.79M | 0.08% | +55+0.1% | Added |
| Assenagon Asset Management S.A. | 66,036 | $3.79M | 0.01% | +37,153+128.6% | Added |
| Stratos Wealth Partners, LTD. | 67,005 | $3.85M | 0.07% | +778+1.2% | Added |
| Kentucky Retirement Systems | 67,133 | $3.86M | 0.12% | −2,626−3.8% | Reduced |
| Patten Group, Inc. | 67,257 | $3.86M | 1.05% | −915−1.3% | Reduced |
| Welch Group, LLC | 67,982 | $3.91M | 0.21% | +4,457+7.0% | Added |
| PEAK6 Investments LLC | 68,210 | $3.92M | 0.17% | +18,514+37.3% | Added |
| Gulf International Bank (UK) Ltd | 68,561 | $3.94M | 0.11% | −8,527−11.1% | Reduced |
| UBS Oconnor LLC | 69,300 | $3.98M | 0.13% | +69,300 | New |
| Snowden Capital Advisors LLC | 69,300 | $3.98M | 0.15% | −1,339−1.9% | Reduced |
| Rafferty Asset Management, LLC | 70,371 | $4.04M | 0.02% | +3,756+5.6% | Added |
| Natixis | 71,480 | $4.11M | 0.03% | +71,160+22,237.5% | Added |
| JustInvest LLC | 71,574 | $4.11M | 0.11% | −1,735−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 72,189 | $4.15M | 0.04% | −3,138−4.2% | Reduced |
| D. E. Shaw & Co., Inc. | 72,298 | $4.15M | 0.01% | −120,379−62.5% | Reduced |
| Pacer Advisors, Inc. | 72,863 | $4.19M | 0.01% | +18,589+34.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 72,874 | $4.19M | 0.19% | +2,012+2.8% | Added |
| Elo Mutual Pension Insurance Co | 73,130 | $4.20M | 0.11% | +3,257+4.7% | Added |
| Robeco Institutional Asset Management B.V. | 73,599 | $4.23M | 0.01% | +8,885+13.7% | Added |
| Farmers & Merchants Investments Inc | 73,765 | $4.24M | 0.15% | −1,575−2.1% | Reduced |
| Olstein Capital Management, L.P. | 74,000 | $4.25M | 0.72% | −7,808−9.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,397 | $4.27M | 0.06% | +1,031+1.4% | Added |