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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 539,833 | $31.0M | 2.95% | −8,663−1.6% | Reduced |
| Baird Financial Group, Inc. | 547,899 | $31.5M | 0.07% | −58,381−9.6% | Reduced |
| Susquehanna International Group, LLP | 557,156 | $32.0M | 0.05% | +255,260+84.6% | Added |
| Mackenzie Financial Corp | 563,348 | $32.4M | 0.05% | +2,404+0.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 587,738 | $33.8M | 0.20% | −8,291−1.4% | Reduced |
| Capital International Sarl | 606,235 | $34.8M | 1.30% | +29,651+5.1% | Added |
| Prudential Financial Inc | 622,572 | $34.9M | 0.05% | −119,312−16.1% | Reduced |
| CI Private Wealth, LLC | 622,756 | $35.8M | 0.07% | −1,721−0.3% | Reduced |
| iA Global Asset Management Inc. | 640,648 | $36.8M | 0.85% | +148,842+30.3% | Added |
| Great Lakes Advisors, LLC | 681,846 | $39.2M | 0.37% | −95,055−12.2% | Reduced |
| Citigroup Inc | 716,595 | $41.2M | 0.05% | +71,650+11.1% | Added |
| Standard Life Aberdeen plc | 751,661 | $43.2M | 0.09% | +217,144+40.6% | Added |
| Aviva PLC | 755,703 | $43.4M | 0.16% | +79,438+11.7% | Added |
| Nordea Investment Management AB | 779,952 | $45.0M | 0.06% | +447,191+134.4% | Added |
| New York State Teachers Retirement System | 790,316 | $45.4M | 0.10% | −31,782−3.9% | Reduced |
| Vontobel Holding Ltd. | 806,932 | $46.4M | 0.39% | −16,286−2.0% | Reduced |
| Dearborn Partners LLC | 817,874 | $47.0M | 1.71% | −17,690−2.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 892,260 | $49.1M | 0.09% | +123,248+16.0% | Added |
| Handelsbanken Fonder AB | 856,876 | $49.2M | 0.24% | −38,824−4.3% | Reduced |
| Bank of Montreal | 890,400 | $51.5M | 0.03% | +241,599+37.2% | Added |
| New York State Common Retirement Fund | 909,069 | $52.2M | 0.07% | −48,417−5.1% | Reduced |
| Ameriprise Financial Inc | 913,965 | $52.5M | 0.02% | −406,075−30.8% | Reduced |
| State Board of Administration of Florida Retirement System | 922,229 | $53.0M | 0.11% | −8,852−1.0% | Reduced |
| Meitav Dash Investments Ltd | 928,050 | $53.3M | 0.78% | +348,400+60.1% | Added |
| Reynders McVeigh Capital Management, LLC | 936,445 | $53.8M | 3.41% | −15,931−1.7% | Reduced |
| Los Angeles Capital Management LLC | 977,337 | $56.1M | 0.21% | −223,347−18.6% | Reduced |
| Great West Life Assurance Co | 1,002,989 | $57.4M | 0.13% | +2,289+0.2% | Added |
| Capital International Inc | 1,015,784 | $58.4M | 0.91% | +104,140+11.4% | Added |
| Ensign Peak Advisors, Inc | 1,016,806 | $58.4M | 0.12% | −37,874−3.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,048,918 | $59.8M | 0.12% | +168,236+19.1% | Added |
| Mawer Investment Management Ltd. | 1,052,686 | $60.5M | 0.31% | −195,866−15.7% | Reduced |
| Manufacturers Life Insurance Company, The | 1,083,478 | $62.2M | 0.04% | −33,077−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,113,124 | $63.9M | 0.05% | −26,588−2.3% | Reduced |
| HighTower Advisors, LLC | 1,180,368 | $67.8M | 0.11% | −8,092−0.7% | Reduced |
| Wells Fargo & Company | 1,208,001 | $69.4M | 0.02% | −142,577−10.6% | Reduced |
| APG Asset Management N.V. | 1,374,102 | $71.5M | 0.14% | +46,372+3.5% | Added |
| Alliancebernstein L.P. | 1,251,059 | $71.9M | 0.03% | +26,585+2.2% | Added |
| HSBC Holdings PLC | 1,288,385 | $74.0M | 0.07% | +269,925+26.5% | Added |
| California State Teachers Retirement System | 1,322,827 | $76.0M | 0.10% | +5,786+0.4% | Added |
| First Trust Advisors LP | 1,338,920 | $76.9M | 0.08% | +60,196+4.7% | Added |
| Massachusetts Financial Services Co | 1,361,053 | $78.2M | 0.03% | −54,158−3.8% | Reduced |
| Capital Group Private Client Services, Inc. | 1,369,355 | $78.7M | 0.81% | −89,806−6.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,454,111 | $83.5M | 0.32% | −221,190−13.2% | Reduced |
| Russell Investments Group, Ltd. | 1,489,686 | $85.6M | 0.15% | +16,950+1.2% | Added |
| California Public Employees Retirement System | 1,533,589 | $88.1M | 0.07% | −44,054−2.8% | Reduced |
| Rhumbline Advisers | 1,572,518 | $90.3M | 0.09% | −12,320−0.8% | Reduced |
| Bristol Gate Capital Partners Inc. | 1,612,718 | $92.7M | 4.62% | +1,612,718 | New |
| UBS Group AG | 1,618,579 | $93.0M | 0.04% | +774,385+91.7% | Added |
| Brown Advisory Inc | 1,692,967 | $97.3M | 0.14% | −907,593−34.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,701,514 | $97.8M | 0.33% | −354,918−17.3% | Reduced |
| Royal Bank of Canada | 1,712,986 | $98.4M | 0.02% | −238,126−12.2% | Reduced |
| Raymond James & Associates | 1,724,428 | $99.1M | 0.07% | −163,390−8.7% | Reduced |
| National Pension Service | 1,743,296 | $100.2M | 0.14% | +44,613+2.6% | Added |
| Credit Suisse AG | 1,886,348 | $108.4M | 0.11% | −111,546−5.6% | Reduced |
| Qube Research & Technologies Ltd | 1,933,917 | $111.1M | 0.25% | +1,933,917 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,148,407 | $123.4M | 0.09% | −79,132−3.6% | Reduced |
| Barclays PLC | 2,270,518 | $130.4M | 0.07% | −318,698−12.3% | Reduced |
| Deutsche Bank AG | 2,288,232 | $131.5M | 0.07% | +223,429+10.8% | Added |
| Envestnet Asset Management Inc | 2,532,677 | $145.5M | 0.06% | −68,097−2.6% | Reduced |
| Citadel Advisors LLC | 2,540,468 | $145.9M | 0.15% | +711,074+38.9% | Added |
| Swiss National Bank | 2,619,285 | $150.5M | 0.11% | −65,900−2.5% | Reduced |
| Principal Financial Group Inc | 2,673,082 | $153.6M | 0.10% | −117,026−4.2% | Reduced |
| Amundi | 2,799,090 | $159.0M | 0.07% | −148,188−5.0% | Reduced |
| Gates Capital Management, Inc. | 3,061,763 | $175.9M | 5.83% | −474,642−13.4% | Reduced |
| Impax Asset Management Group plc | 3,306,877 | $190.0M | 0.76% | +1,070,036+47.8% | Added |
| Burgundy Asset Management Ltd. | 3,811,233 | $219.0M | 2.43% | −55,993−1.4% | Reduced |
| Fiduciary Management Inc | 3,960,710 | $227.5M | 2.13% | −278,746−6.6% | Reduced |
| Invesco Ltd. | 4,083,264 | $234.6M | 0.06% | +108,337+2.7% | Added |
| Goldman Sachs Group Inc | 4,137,521 | $237.7M | 0.05% | +408,298+10.9% | Added |
| C WorldWide Group Holding A/S | 4,203,900 | $241.5M | 3.24% | −520,034−11.0% | Reduced |
| Primecap Management Co | 4,337,462 | $249.2M | 0.20% | −478,900−9.9% | Reduced |
| Dimensional Fund Advisors LP | 4,556,729 | $261.8M | 0.08% | −1,185,395−20.6% | Reduced |
| Victory Capital Management Inc | 4,581,993 | $263.2M | 0.28% | −91,264−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 4,628,389 | $265.9M | 0.07% | +52,212+1.1% | Added |
| StonePine Asset Management Inc. | 4,752,550 | $273.0M | 2.93% | +845,622+21.6% | Added |
| Pictet Asset Management Holding SA | 4,954,203 | $284.6M | 0.31% | +350,263+7.6% | Added |
| Bank of America Corp | 5,221,312 | $300.0M | 0.03% | +248,311+5.0% | Added |
| UBS Asset Management Americas Inc | 5,291,689 | $304.0M | 0.12% | −52,476−1.0% | Reduced |
| Legal & General Group Plc | 5,400,707 | $310.3M | 0.10% | −218,447−3.9% | Reduced |
| JPMorgan Chase & Co | 6,076,919 | $349.1M | 0.04% | +1,395,070+29.8% | Added |
| Bank of New York Mellon Corp | 6,225,573 | $357.7M | 0.07% | −494,240−7.4% | Reduced |
| FMR LLC | 7,129,596 | $409.6M | 0.03% | +462,821+6.9% | Added |
| Norges Bank | 7,736,932 | $444.5M | 0.08% | +405,775+5.5% | Added |
| Northern Trust Corp | 8,291,669 | $476.4M | 0.09% | −649,632−7.3% | Reduced |
| Fiera Capital Corp | 9,244,897 | $531.1M | 1.63% | −1,013,631−9.9% | Reduced |
| Morgan Stanley | 9,596,028 | $551.3M | 0.05% | +350,762+3.8% | Added |
| Nuveen Asset Management, LLC | 12,681,681 | $728.7M | 0.23% | −2,558,577−16.8% | Reduced |
| Fisher Asset Management, LLC | 13,307,231 | $764.5M | 0.40% | +310,453+2.4% | Added |
| Dodge & Cox | 14,424,756 | $828.7M | 0.53% | −81,200−0.6% | Reduced |
| Price T Rowe Associates Inc | 14,821,282 | $851.5M | 0.11% | −996,410−6.3% | Reduced |
| Geode Capital Management, LLC | 18,462,727 | $1.06B | 0.11% | +295,426+1.6% | Added |
| State Street Corp | 33,337,091 | $1.92B | 0.09% | +666,803+2.0% | Added |
| BlackRock Inc. | 60,730,069 | $3.49B | 0.09% | +960,417+1.6% | Added |
| Capital World Investors | 64,132,148 | $3.68B | 0.66% | −16,408,782−20.4% | Reduced |
| Capital International Investors | 81,063,464 | $4.66B | 1.04% | +443,568+0.6% | Added |
| Capital Research Global Investors | 92,829,907 | $5.33B | 1.31% | +2,961,923+3.3% | Added |
| Vanguard Group Inc | 93,823,151 | $5.39B | 0.12% | +44,1800.0% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| Diamond Hill Capital Management Inc | 0 | $0 | 0.00% | −3,446,362−100.0% | Sold out |