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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 517,860 | $29.8M | 0.60% | +459,933+794.0% | Added |
| Davis Selected Advisers | 514,650 | $29.6M | 0.17% | +1,232+0.2% | Added |
| LPL Financial LLC | 511,453 | $29.4M | 0.02% | +125,209+32.4% | Added |
| Tredje AP-fonden | 506,957 | $29.1M | 0.36% | +173,950+52.2% | Added |
| State of Wisconsin Investment Board | 493,855 | $28.4M | 0.08% | +2,550+0.5% | Added |
| Asset Management One Co.,Ltd. | 489,403 | $28.2M | 0.11% | +59,308+13.8% | Added |
| Capital International Ltd | 491,021 | $28.2M | 1.45% | −24,691−4.8% | Reduced |
| AXA S.A. | 489,507 | $28.1M | 0.09% | −89,436−15.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 485,556 | $27.9M | 0.08% | −152,976−24.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 472,389 | $27.1M | 0.10% | −2,318−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 465,478 | $26.7M | 0.09% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 453,745 | $26.1M | 0.06% | −77,775−14.6% | Reduced |
| Creative Planning | 433,112 | $24.9M | 0.05% | +7,242+1.7% | Added |
| Becker Capital Management Inc | 426,632 | $24.6M | 0.89% | −11,120−2.5% | Reduced |
| Korea Investment CORP | 428,043 | $24.6M | 0.06% | +117,382+37.8% | Added |
| Swedbank AB | 423,798 | $24.3M | 0.04% | −6,000−1.4% | Reduced |
| Boston Common Asset Management, LLC | 412,439 | $23.7M | 0.54% | −134,203−24.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 394,400 | $22.7M | 0.20% | −14,000−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 393,571 | $22.6M | 0.04% | −96,855−19.7% | Reduced |
| Scout Investments, Inc. | 381,298 | $21.9M | 0.55% | −83,185−17.9% | Reduced |
| Stifel Financial Corp | 380,297 | $21.8M | 0.03% | −109,497−22.4% | Reduced |
| Comerica Bank | 370,112 | $21.3M | 0.10% | −12,269−3.2% | Reduced |
| Treasurer of the State of North Carolina | 369,749 | $21.2M | 0.10% | −8,120−2.1% | Reduced |
| Professional Advisory Services Inc | 364,515 | $20.9M | 2.99% | +19,141+5.5% | Added |
| Public Employees Retirement System of Ohio | 364,298 | $20.9M | 0.08% | +13,627+3.9% | Added |
| Gateway Investment Advisers LLC | 362,708 | $20.8M | 0.24% | −280−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 350,820 | $20.2M | 0.04% | −4,186−1.2% | Reduced |
| Royal London Asset Management Ltd | 347,396 | $20.0M | 0.06% | +17,568+5.3% | Added |
| Tocqueville Asset Management L.P. | 335,190 | $19.3M | 0.35% | −570−0.2% | Reduced |
| National Bank of Canada | 338,122 | $19.1M | 0.03% | −97,718−22.4% | Reduced |
| Raub Brock Capital Management LP | 331,259 | $19.0M | 3.99% | −79,798−19.4% | Reduced |
| Swiss Life Asset Management Ltd | 326,913 | $18.8M | 0.23% | +38,403+13.3% | Added |
| TD Asset Management Inc | 324,470 | $18.6M | 0.02% | +31,561+10.8% | Added |
| Jane Street Group, LLC | 316,856 | $18.2M | 0.02% | +146,661+86.2% | Added |
| Bradley Foster & Sargent Inc | 316,341 | $18.2M | 0.35% | −5,408−1.7% | Reduced |
| US Bancorp | 314,121 | $18.0M | 0.03% | −6,615−2.1% | Reduced |
| Calamos Advisors LLC | 308,856 | $17.7M | 0.09% | −4,035−1.3% | Reduced |
| Canada Pension Plan Investment Board | 305,497 | $17.6M | 0.02% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 305,400 | $17.5M | 0.18% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 303,729 | $17.4M | 0.07% | −155,214−33.8% | Reduced |
| Voya Investment Management LLC | 301,315 | $17.3M | 0.02% | −32,995−9.9% | Reduced |
| M&T Bank Corp | 298,765 | $17.2M | 0.06% | −18,384−5.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 295,160 | $17.0M | 2.29% | +816+0.3% | Added |
| Northwest & Ethical Investments L.P. | 281,110 | $16.1M | 0.50% | +92,505+49.0% | Added |
| Man Group plc | 280,904 | $16.1M | 0.05% | – | – |
| STRS Ohio | 278,373 | $16.0M | 0.07% | −1,848−0.7% | Reduced |
| Toronto Dominion Bank | 278,091 | $16.0M | 0.02% | −53,243−16.1% | Reduced |
| Millennium Management LLC | 277,123 | $15.9M | 0.02% | +52,327+23.3% | Added |
| Baker Chad R | 275,775 | $15.8M | 3.57% | −725−0.3% | Reduced |
| Trybe Capital Management LP | 270,844 | $15.6M | 7.45% | 00.0% | Unchanged |
| DnB Asset Management AS | 267,884 | $15.4M | 0.08% | +46,999+21.3% | Added |
| Prospector Partners LLC | 267,825 | $15.4M | 1.94% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 260,080 | $14.9M | 0.04% | +36,184+16.2% | Added |
| Macquarie Group Ltd | 258,849 | $14.9M | 0.02% | −5,277−2.0% | Reduced |
| AMF Pensionsforsakring AB | 253,927 | $14.6M | 0.12% | −794,516−75.8% | Reduced |
| Gabelli Funds LLC | 250,420 | $14.4M | 0.11% | +15,630+6.7% | Added |
| Westchester Capital Management, LLC | 249,700 | $14.3M | 0.58% | +126,700+103.0% | Added |
| Nisa Investment Advisors, LLC | 237,107 | $13.6M | 0.10% | −15,269−6.1% | Reduced |
| SEI Investments Co | 236,662 | $13.6M | 0.02% | −4,501−1.9% | Reduced |
| Highland Capital Management, LLC | 236,365 | $13.6M | 0.84% | −9,524−3.9% | Reduced |
| Arizona State Retirement System | 235,663 | $13.5M | 0.10% | −640−0.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $13.5M | 0.15% | 00.0% | Unchanged |
| State of Michigan Retirement System | 229,725 | $13.2M | 0.08% | +1000.0% | Added |
| Janus Henderson Group PLC | 228,641 | $13.1M | 0.01% | +53,050+30.2% | Added |
| American International Group, Inc. | 224,791 | $12.9M | 0.05% | +3,185+1.4% | Added |
| Franklin Resources Inc | 222,532 | $12.8M | 0.01% | −760.0% | Reduced |
| Mariner, LLC | 221,954 | $12.8M | 0.03% | +7,991+3.7% | Added |
| Nomura Asset Management Co Ltd | 220,550 | $12.7M | 0.05% | +8,724+4.1% | Added |
| Amalgamated Bank | 219,819 | $12.6M | 0.10% | −9,834−4.3% | Reduced |
| Two Sigma Advisers, LP | 217,300 | $12.5M | 0.03% | +99,300+84.2% | Added |
| USS Investment Management Ltd | 215,460 | $12.4M | 0.11% | −15,907−6.9% | Reduced |
| Natixis Advisors, L.P. | 208,559 | $12.0M | 0.03% | +6,655+3.3% | Added |
| Truist Financial Corp | 208,204 | $12.0M | 0.02% | −26,210−11.2% | Reduced |
| Payden & Rygel | 207,170 | $11.9M | 0.86% | −112,000−35.1% | Reduced |
| MetLife Investment Management | 203,566 | $11.7M | 0.08% | −3,524−1.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 202,645 | $11.6M | 1.22% | −152,375−42.9% | Reduced |
| Neuberger Berman Group LLC | 198,663 | $11.4M | 0.01% | +51,770+35.2% | Added |
| Assetmark, Inc | 192,700 | $11.1M | 0.04% | +87,996+84.0% | Added |
| IFM Investors Pty Ltd | 189,565 | $10.9M | 0.13% | −1,722−0.9% | Reduced |
| AQR Capital Management LLC | 189,526 | $10.9M | 0.02% | −69,303−26.8% | Reduced |
| Oppenheimer & Co Inc | 187,559 | $10.8M | 0.20% | −4,785−2.5% | Reduced |
| Private Capital Advisors, Inc. | 186,258 | $10.7M | 1.63% | −1,870−1.0% | Reduced |
| Retirement Systems of Alabama | 184,919 | $10.6M | 0.05% | −4,476−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 183,740 | $10.6M | 0.08% | +15,320+9.1% | Added |
| MML Investors Services, LLC | 183,187 | $10.5M | 0.05% | +25,238+16.0% | Added |
| Welch & Forbes LLC | 183,094 | $10.5M | 0.16% | −14,056−7.1% | Reduced |
| Texas Permanent School Fund | 173,237 | $9.95M | 0.09% | +163+0.1% | Added |
| Segment Wealth Management, LLC | 172,984 | $9.94M | 0.88% | +5,645+3.4% | Added |
| Formuepleje A/S | 172,676 | $9.92M | 0.70% | +135,286+361.8% | Added |
| Peapack Gladstone Financial Corp | 165,288 | $9.49M | 0.16% | −420.0% | Reduced |
| Keybank National Association | 163,943 | $9.42M | 0.04% | −14,008−7.9% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 162,731 | $9.37M | 0.64% | +162,731 | New |
| Cutler Investment Counsel LLC | 162,508 | $9.37M | 1.34% | +253+0.2% | Added |
| Windward Capital Management Co | 160,901 | $9.24M | 0.80% | −352−0.2% | Reduced |
| Meyer Handelman Co | 158,225 | $9.09M | 0.35% | −100−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 157,558 | $9.05M | 0.02% | −501,131−76.1% | Reduced |
| Janney Montgomery Scott LLC | 155,048 | $8.91M | 0.03% | +9,713+6.7% | Added |
| M. Kraus & Co | 154,096 | $8.85M | 2.88% | +907+0.6% | Added |
| KBC Group NV | 153,511 | $8.82M | 0.03% | −20,237−11.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 151,345 | $8.69M | 0.02% | +5,954+4.1% | Added |