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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 155,048 | $8.91M | 0.03% | +9,713+6.7% | Added |
| Allspring Global Investments Holdings, LLC | 157,558 | $9.05M | 0.02% | −501,131−76.1% | Reduced |
| Meyer Handelman Co | 158,225 | $9.09M | 0.35% | −100−0.1% | Reduced |
| Windward Capital Management Co | 160,901 | $9.24M | 0.80% | −352−0.2% | Reduced |
| Cutler Investment Counsel LLC | 162,508 | $9.37M | 1.34% | +253+0.2% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 162,731 | $9.37M | 0.64% | +162,731 | New |
| Keybank National Association | 163,943 | $9.42M | 0.04% | −14,008−7.9% | Reduced |
| Peapack Gladstone Financial Corp | 165,288 | $9.49M | 0.16% | −420.0% | Reduced |
| Formuepleje A/S | 172,676 | $9.92M | 0.70% | +135,286+361.8% | Added |
| Segment Wealth Management, LLC | 172,984 | $9.94M | 0.88% | +5,645+3.4% | Added |
| Texas Permanent School Fund | 173,237 | $9.95M | 0.09% | +163+0.1% | Added |
| Welch & Forbes LLC | 183,094 | $10.5M | 0.16% | −14,056−7.1% | Reduced |
| MML Investors Services, LLC | 183,187 | $10.5M | 0.05% | +25,238+16.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 183,740 | $10.6M | 0.08% | +15,320+9.1% | Added |
| Retirement Systems of Alabama | 184,919 | $10.6M | 0.05% | −4,476−2.4% | Reduced |
| Private Capital Advisors, Inc. | 186,258 | $10.7M | 1.63% | −1,870−1.0% | Reduced |
| Oppenheimer & Co Inc | 187,559 | $10.8M | 0.20% | −4,785−2.5% | Reduced |
| AQR Capital Management LLC | 189,526 | $10.9M | 0.02% | −69,303−26.8% | Reduced |
| IFM Investors Pty Ltd | 189,565 | $10.9M | 0.13% | −1,722−0.9% | Reduced |
| Assetmark, Inc | 192,700 | $11.1M | 0.04% | +87,996+84.0% | Added |
| Neuberger Berman Group LLC | 198,663 | $11.4M | 0.01% | +51,770+35.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 202,645 | $11.6M | 1.22% | −152,375−42.9% | Reduced |
| MetLife Investment Management | 203,566 | $11.7M | 0.08% | −3,524−1.7% | Reduced |
| Payden & Rygel | 207,170 | $11.9M | 0.86% | −112,000−35.1% | Reduced |
| Truist Financial Corp | 208,204 | $12.0M | 0.02% | −26,210−11.2% | Reduced |
| Natixis Advisors, L.P. | 208,559 | $12.0M | 0.03% | +6,655+3.3% | Added |
| USS Investment Management Ltd | 215,460 | $12.4M | 0.11% | −15,907−6.9% | Reduced |
| Two Sigma Advisers, LP | 217,300 | $12.5M | 0.03% | +99,300+84.2% | Added |
| Amalgamated Bank | 219,819 | $12.6M | 0.10% | −9,834−4.3% | Reduced |
| Nomura Asset Management Co Ltd | 220,550 | $12.7M | 0.05% | +8,724+4.1% | Added |
| Mariner, LLC | 221,954 | $12.8M | 0.03% | +7,991+3.7% | Added |
| Franklin Resources Inc | 222,532 | $12.8M | 0.01% | −760.0% | Reduced |
| American International Group, Inc. | 224,791 | $12.9M | 0.05% | +3,185+1.4% | Added |
| Janus Henderson Group PLC | 228,641 | $13.1M | 0.01% | +53,050+30.2% | Added |
| State of Michigan Retirement System | 229,725 | $13.2M | 0.08% | +1000.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $13.5M | 0.15% | 00.0% | Unchanged |
| Arizona State Retirement System | 235,663 | $13.5M | 0.10% | −640−0.3% | Reduced |
| Highland Capital Management, LLC | 236,365 | $13.6M | 0.84% | −9,524−3.9% | Reduced |
| SEI Investments Co | 236,662 | $13.6M | 0.02% | −4,501−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 237,107 | $13.6M | 0.10% | −15,269−6.1% | Reduced |
| Westchester Capital Management, LLC | 249,700 | $14.3M | 0.58% | +126,700+103.0% | Added |
| Gabelli Funds LLC | 250,420 | $14.4M | 0.11% | +15,630+6.7% | Added |
| AMF Pensionsforsakring AB | 253,927 | $14.6M | 0.12% | −794,516−75.8% | Reduced |
| Macquarie Group Ltd | 258,849 | $14.9M | 0.02% | −5,277−2.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 260,080 | $14.9M | 0.04% | +36,184+16.2% | Added |
| Prospector Partners LLC | 267,825 | $15.4M | 1.94% | 00.0% | Unchanged |
| DnB Asset Management AS | 267,884 | $15.4M | 0.08% | +46,999+21.3% | Added |
| Trybe Capital Management LP | 270,844 | $15.6M | 7.45% | 00.0% | Unchanged |
| Baker Chad R | 275,775 | $15.8M | 3.57% | −725−0.3% | Reduced |
| Millennium Management LLC | 277,123 | $15.9M | 0.02% | +52,327+23.3% | Added |
| Toronto Dominion Bank | 278,091 | $16.0M | 0.02% | −53,243−16.1% | Reduced |
| STRS Ohio | 278,373 | $16.0M | 0.07% | −1,848−0.7% | Reduced |
| Man Group plc | 280,904 | $16.1M | 0.05% | – | – |
| Northwest & Ethical Investments L.P. | 281,110 | $16.1M | 0.50% | +92,505+49.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 295,160 | $17.0M | 2.29% | +816+0.3% | Added |
| M&T Bank Corp | 298,765 | $17.2M | 0.06% | −18,384−5.8% | Reduced |
| Voya Investment Management LLC | 301,315 | $17.3M | 0.02% | −32,995−9.9% | Reduced |
| State of Tennessee, Treasury Department | 303,729 | $17.4M | 0.07% | −155,214−33.8% | Reduced |
| Forsta Ap-Fonden | 305,400 | $17.5M | 0.18% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 305,497 | $17.6M | 0.02% | 00.0% | Unchanged |
| Calamos Advisors LLC | 308,856 | $17.7M | 0.09% | −4,035−1.3% | Reduced |
| US Bancorp | 314,121 | $18.0M | 0.03% | −6,615−2.1% | Reduced |
| Bradley Foster & Sargent Inc | 316,341 | $18.2M | 0.35% | −5,408−1.7% | Reduced |
| Jane Street Group, LLC | 316,856 | $18.2M | 0.02% | +146,661+86.2% | Added |
| TD Asset Management Inc | 324,470 | $18.6M | 0.02% | +31,561+10.8% | Added |
| Swiss Life Asset Management Ltd | 326,913 | $18.8M | 0.23% | +38,403+13.3% | Added |
| Raub Brock Capital Management LP | 331,259 | $19.0M | 3.99% | −79,798−19.4% | Reduced |
| National Bank of Canada | 338,122 | $19.1M | 0.03% | −97,718−22.4% | Reduced |
| Tocqueville Asset Management L.P. | 335,190 | $19.3M | 0.35% | −570−0.2% | Reduced |
| Royal London Asset Management Ltd | 347,396 | $20.0M | 0.06% | +17,568+5.3% | Added |
| Commonwealth Equity Services, LLC | 350,820 | $20.2M | 0.04% | −4,186−1.2% | Reduced |
| Gateway Investment Advisers LLC | 362,708 | $20.8M | 0.24% | −280−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 364,298 | $20.9M | 0.08% | +13,627+3.9% | Added |
| Professional Advisory Services Inc | 364,515 | $20.9M | 2.99% | +19,141+5.5% | Added |
| Treasurer of the State of North Carolina | 369,749 | $21.2M | 0.10% | −8,120−2.1% | Reduced |
| Comerica Bank | 370,112 | $21.3M | 0.10% | −12,269−3.2% | Reduced |
| Stifel Financial Corp | 380,297 | $21.8M | 0.03% | −109,497−22.4% | Reduced |
| Scout Investments, Inc. | 381,298 | $21.9M | 0.55% | −83,185−17.9% | Reduced |
| Advisor Group Holdings, Inc. | 393,571 | $22.6M | 0.04% | −96,855−19.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 394,400 | $22.7M | 0.20% | −14,000−3.4% | Reduced |
| Boston Common Asset Management, LLC | 412,439 | $23.7M | 0.54% | −134,203−24.6% | Reduced |
| Swedbank AB | 423,798 | $24.3M | 0.04% | −6,000−1.4% | Reduced |
| Korea Investment CORP | 428,043 | $24.6M | 0.06% | +117,382+37.8% | Added |
| Becker Capital Management Inc | 426,632 | $24.6M | 0.89% | −11,120−2.5% | Reduced |
| Creative Planning | 433,112 | $24.9M | 0.05% | +7,242+1.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 453,745 | $26.1M | 0.06% | −77,775−14.6% | Reduced |
| State of New Jersey Common Pension Fund D | 465,478 | $26.7M | 0.09% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 472,389 | $27.1M | 0.10% | −2,318−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 485,556 | $27.9M | 0.08% | −152,976−24.0% | Reduced |
| AXA S.A. | 489,507 | $28.1M | 0.09% | −89,436−15.4% | Reduced |
| Capital International Ltd | 491,021 | $28.2M | 1.45% | −24,691−4.8% | Reduced |
| Asset Management One Co.,Ltd. | 489,403 | $28.2M | 0.11% | +59,308+13.8% | Added |
| State of Wisconsin Investment Board | 493,855 | $28.4M | 0.08% | +2,550+0.5% | Added |
| Tredje AP-fonden | 506,957 | $29.1M | 0.36% | +173,950+52.2% | Added |
| LPL Financial LLC | 511,453 | $29.4M | 0.02% | +125,209+32.4% | Added |
| Davis Selected Advisers | 514,650 | $29.6M | 0.17% | +1,232+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 517,860 | $29.8M | 0.60% | +459,933+794.0% | Added |
| Glenmede Trust Co NA | 519,000 | $29.8M | 0.15% | −20,887−3.9% | Reduced |
| Allianz Asset Management GmbH | 521,031 | $29.9M | 0.06% | −23,920−4.4% | Reduced |
| Ceredex Value Advisors LLC | 538,050 | $31.0M | 0.54% | +538,050 | New |