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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 74,956 | $4.31M | 0.40% | +65,678+707.9% | Added |
| Daiwa Securities Group Inc. | 75,197 | $4.32M | 0.03% | +4,512+6.4% | Added |
| IFP Advisors, Inc | 75,394 | $4.33M | 0.20% | −3,310−4.2% | Reduced |
| Clearbridge Investments, LLC | 75,482 | $4.34M | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 75,526 | $4.34M | 0.31% | −528−0.7% | Reduced |
| Stephens Inc | 75,679 | $4.35M | 0.07% | −33,026−30.4% | Reduced |
| Cerity Partners LLC | 75,834 | $4.36M | 0.01% | +23,346+44.5% | Added |
| Gilman Hill Asset Management, LLC | 76,255 | $4.38M | 0.82% | −710−0.9% | Reduced |
| Souders Financial Advisors | 76,812 | $4.41M | 0.76% | +882+1.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 77,340 | $4.44M | 0.02% | −1,126,499−93.6% | Reduced |
| Candriam Luxembourg S.C.A. | 78,368 | $4.50M | 0.03% | +2,847+3.8% | Added |
| Ferguson Wellman Capital Management, Inc | 78,545 | $4.51M | 0.10% | −3,156−3.9% | Reduced |
| Pegasus Asset Management, Inc. | 79,330 | $4.56M | 1.95% | +994+1.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,887 | $4.59M | 0.01% | +19,179+31.6% | Added |
| Family Capital Trust Co | 80,826 | $4.64M | 1.46% | −128−0.2% | Reduced |
| Kestra Advisory Services, LLC | 80,845 | $4.64M | 0.04% | +1,183+1.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 82,048 | $4.71M | 0.02% | +82,048 | New |
| Crossmark Global Holdings, Inc. | 82,928 | $4.76M | 0.10% | +5,613+7.3% | Added |
| Mercer Global Advisors Inc | 83,050 | $4.77M | 0.01% | +11,363+15.9% | Added |
| Fayez Sarofim & Co | 86,012 | $4.82M | 0.01% | −1,591−1.8% | Reduced |
| Varma Mutual Pension Insurance Co | 85,014 | $4.88M | 0.05% | +85,014 | New |
| Wealthfront Advisers LLC | 86,872 | $4.99M | 0.02% | +25,995+42.7% | Added |
| Lazard Asset Management LLC | 87,389 | $5.02M | 0.01% | −7,813−8.2% | Reduced |
| Ethic Inc. | 87,784 | $5.04M | 0.15% | −7,305−7.7% | Reduced |
| Fiduciary Trust Co | 87,857 | $5.05M | 0.08% | −3,229−3.5% | Reduced |
| Davenport & Co LLC | 88,129 | $5.06M | 0.04% | −3,135−3.4% | Reduced |
| Laffer Tengler Investments | 88,726 | $5.10M | 1.36% | +3,925+4.6% | Added |
| Private Advisor Group, LLC | 89,744 | $5.16M | 0.04% | −1,523−1.7% | Reduced |
| AdvisorNet Financial, Inc | 90,441 | $5.20M | 0.48% | +2,463+2.8% | Added |
| Northwest Investment Counselors, LLC | 90,528 | $5.20M | 1.39% | −754−0.8% | Reduced |
| Regions Financial Corp | 91,807 | $5.27M | 0.04% | −9,657−9.5% | Reduced |
| HM Payson & Co | 92,156 | $5.29M | 0.11% | −1,111−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,678 | $5.32M | 0.02% | −1,531−1.6% | Reduced |
| Telos Capital Management, Inc. | 95,803 | $5.50M | 0.67% | −1,255−1.3% | Reduced |
| Wesleyan Assurance Society | 96,200 | $5.53M | 0.55% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 96,428 | $5.54M | 0.05% | +20,490+27.0% | Added |
| Nissay Asset Management Corp | 96,591 | $5.55M | 0.04% | +2,224+2.4% | Added |
| Achmea Investment Management B.V. | 96,671 | $5.55M | 0.11% | −39,017−28.8% | Reduced |
| Toroso Investments, LLC | 97,090 | $5.58M | 0.13% | +3,160+3.4% | Added |
| Oregon Public Employees Retirement Fund | 97,971 | $5.63M | 0.10% | −13,501−12.1% | Reduced |
| Close Asset Management Ltd | 98,046 | $5.63M | 0.24% | +400+0.4% | Added |
| Sagefield Capital LP | 98,586 | $5.66M | 0.73% | −100,670−50.5% | Reduced |
| AIA Group Ltd | 98,959 | $5.69M | 0.23% | +14,003+16.5% | Added |
| CapWealth Advisors, LLC | 99,020 | $5.69M | 0.69% | +471+0.5% | Added |
| Letson Investment Management, Inc. | 99,729 | $5.73M | 2.66% | +99,729 | New |
| Baker Ellis Asset Management LLC | 100,228 | $5.76M | 0.92% | −4,560−4.4% | Reduced |
| Cumberland Partners Ltd | 100,290 | $5.76M | 0.53% | +100,290 | New |
| Hall Laurie J Trustee | 100,445 | $5.77M | 2.21% | −285−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 101,024 | $5.80M | 0.23% | −81,649−44.7% | Reduced |
| Bahl & Gaynor Inc | 101,182 | $5.81M | 0.03% | −105−0.1% | Reduced |
| Bank of Nova Scotia | 101,937 | $5.86M | 0.01% | +12,930+14.5% | Added |
| Tufton Capital Management | 102,749 | $5.90M | 1.24% | −5,265−4.9% | Reduced |
| Riverview Capital Advisers, LLC | 103,080 | $5.92M | 2.27% | +10.0% | Added |
| Intech Investment Management LLC | 106,044 | $6.09M | 0.09% | +42,921+68.0% | Added |
| Xponance, Inc. | 107,413 | $6.17M | 0.07% | −26,308−19.7% | Reduced |
| CIBC World Markets Corp | 107,965 | $6.20M | 0.03% | +61,733+133.5% | Added |
| Fifth Third Bancorp | 108,928 | $6.26M | 0.03% | −15,348−12.3% | Reduced |
| Connecticut Wealth Management, LLC | 109,349 | $6.28M | 0.36% | +515+0.5% | Added |
| GPM Growth Investors, Inc. | 110,014 | $6.32M | 2.98% | −1,203−1.1% | Reduced |
| Blair William & Co | 110,019 | $6.32M | 0.02% | +39,613+56.3% | Added |
| Tower Research Capital LLC (TRC) | 110,229 | $6.33M | 0.08% | +48,015+77.2% | Added |
| ProShare Advisors LLC | 110,508 | $6.35M | 0.02% | −10,325−8.5% | Reduced |
| Schroder Investment Management Group | 111,509 | $6.41M | 0.01% | −2,615−2.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 111,889 | $6.43M | 0.08% | −47,700−29.9% | Reduced |
| D.A. Davidson & Co. | 112,017 | $6.44M | 0.06% | +1,679+1.5% | Added |
| Andra AP-fonden | 112,162 | $6.44M | 0.34% | −49,400−30.6% | Reduced |
| Mutual of America Capital Management LLC | 112,543 | $6.47M | 0.07% | −4,936−4.2% | Reduced |
| Pathstone Holdings, LLC | 111,868 | $6.47M | 0.04% | +111,868 | New |
| CIBC World Markets Inc. | 112,671 | $6.47M | 0.02% | +86,073+323.6% | Added |
| Steward Partners Investment Advisory, LLC | 113,479 | $6.52M | 0.09% | −1,307−1.1% | Reduced |
| Lincoln Capital LLC | 115,047 | $6.61M | 1.61% | −528−0.5% | Reduced |
| CIBC Asset Management Inc | 115,151 | $6.62M | 0.02% | −5,006−4.2% | Reduced |
| PGGM Investments | 115,160 | $6.62M | 0.10% | −9,885−7.9% | Reduced |
| Captrust Financial Advisors | 118,141 | $6.79M | 0.02% | −2,439−2.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 118,376 | $6.80M | 0.26% | +2,700+2.3% | Added |
| Yousif Capital Management, LLC | 118,577 | $6.81M | 0.08% | −7,186−5.7% | Reduced |
| Gamco Investors, Inc. Et Al | 121,363 | $6.97M | 0.07% | −7,781−6.0% | Reduced |
| Capital Management Corp | 122,001 | $7.01M | 1.38% | −340−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 122,189 | $7.02M | 0.01% | −5,845−4.6% | Reduced |
| Public Employees Retirement Association of Colorado | 124,807 | $7.17M | 0.03% | −3,287−2.6% | Reduced |
| Gotham Asset Management, LLC | 125,195 | $7.19M | 0.13% | +32,417+34.9% | Added |
| New York Life Investment Management LLC | 130,752 | $7.51M | 0.08% | +333+0.3% | Added |
| Kanawha Capital Management LLC | 130,953 | $7.52M | 0.69% | +1,460+1.1% | Added |
| Waratah Capital Advisors Ltd. | 133,124 | $7.65M | 0.44% | +52,986+66.1% | Added |
| Degroof Petercam Asset Management | 134,798 | $7.74M | 0.10% | +134,798 | New |
| Cullen/Frost Bankers, Inc. | 135,118 | $7.76M | 0.12% | −6,850−4.8% | Reduced |
| State of Alaska, Department of Revenue | 135,632 | $7.79M | 0.09% | −150.0% | Reduced |
| ClariVest Asset Management LLC | 138,214 | $7.94M | 0.44% | −27,586−16.6% | Reduced |
| Socorro Asset Management LP | 138,657 | $7.97M | 3.52% | +2,101+1.5% | Added |
| Churchill Management Corp | 140,536 | $8.07M | 0.12% | −4,318−3.0% | Reduced |
| Abn Amro Investment Solutions | 140,550 | $8.07M | 0.14% | −45,900−24.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 143,388 | $8.24M | 0.48% | +679+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 144,034 | $8.27M | 0.28% | +28,699+24.9% | Added |
| Utah Retirement Systems | 144,504 | $8.30M | 0.11% | +1,200+0.8% | Added |
| Commerce Bank | 145,611 | $8.37M | 0.06% | −2,769−1.9% | Reduced |
| Czech National Bank | 146,953 | $8.44M | 0.12% | +552+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 148,457 | $8.53M | 0.01% | −15,198−9.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 151,345 | $8.69M | 0.02% | +5,954+4.1% | Added |
| KBC Group NV | 153,511 | $8.82M | 0.03% | −20,237−11.6% | Reduced |
| M. Kraus & Co | 154,096 | $8.85M | 2.88% | +907+0.6% | Added |