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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 148,457 | $8.53M | 0.01% | −15,198−9.3% | Reduced |
| Czech National Bank | 146,953 | $8.44M | 0.12% | +552+0.4% | Added |
| Commerce Bank | 145,611 | $8.37M | 0.06% | −2,769−1.9% | Reduced |
| Utah Retirement Systems | 144,504 | $8.30M | 0.11% | +1,200+0.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 144,034 | $8.27M | 0.28% | +28,699+24.9% | Added |
| Punch & Associates Investment Management, Inc. | 143,388 | $8.24M | 0.48% | +679+0.5% | Added |
| Abn Amro Investment Solutions | 140,550 | $8.07M | 0.14% | −45,900−24.6% | Reduced |
| Churchill Management Corp | 140,536 | $8.07M | 0.12% | −4,318−3.0% | Reduced |
| Socorro Asset Management LP | 138,657 | $7.97M | 3.52% | +2,101+1.5% | Added |
| ClariVest Asset Management LLC | 138,214 | $7.94M | 0.44% | −27,586−16.6% | Reduced |
| State of Alaska, Department of Revenue | 135,632 | $7.79M | 0.09% | −150.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 135,118 | $7.76M | 0.12% | −6,850−4.8% | Reduced |
| Degroof Petercam Asset Management | 134,798 | $7.74M | 0.10% | +134,798 | New |
| Waratah Capital Advisors Ltd. | 133,124 | $7.65M | 0.44% | +52,986+66.1% | Added |
| Kanawha Capital Management LLC | 130,953 | $7.52M | 0.69% | +1,460+1.1% | Added |
| New York Life Investment Management LLC | 130,752 | $7.51M | 0.08% | +333+0.3% | Added |
| Gotham Asset Management, LLC | 125,195 | $7.19M | 0.13% | +32,417+34.9% | Added |
| Public Employees Retirement Association of Colorado | 124,807 | $7.17M | 0.03% | −3,287−2.6% | Reduced |
| CIBC Private Wealth Group, LLC | 122,189 | $7.02M | 0.01% | −5,845−4.6% | Reduced |
| Capital Management Corp | 122,001 | $7.01M | 1.38% | −340−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 121,363 | $6.97M | 0.07% | −7,781−6.0% | Reduced |
| Yousif Capital Management, LLC | 118,577 | $6.81M | 0.08% | −7,186−5.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 118,376 | $6.80M | 0.26% | +2,700+2.3% | Added |
| Captrust Financial Advisors | 118,141 | $6.79M | 0.02% | −2,439−2.0% | Reduced |
| PGGM Investments | 115,160 | $6.62M | 0.10% | −9,885−7.9% | Reduced |
| CIBC Asset Management Inc | 115,151 | $6.62M | 0.02% | −5,006−4.2% | Reduced |
| Lincoln Capital LLC | 115,047 | $6.61M | 1.61% | −528−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 113,479 | $6.52M | 0.09% | −1,307−1.1% | Reduced |
| CIBC World Markets Inc. | 112,671 | $6.47M | 0.02% | +86,073+323.6% | Added |
| Pathstone Holdings, LLC | 111,868 | $6.47M | 0.04% | +111,868 | New |
| Mutual of America Capital Management LLC | 112,543 | $6.47M | 0.07% | −4,936−4.2% | Reduced |
| Andra AP-fonden | 112,162 | $6.44M | 0.34% | −49,400−30.6% | Reduced |
| D.A. Davidson & Co. | 112,017 | $6.44M | 0.06% | +1,679+1.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 111,889 | $6.43M | 0.08% | −47,700−29.9% | Reduced |
| Schroder Investment Management Group | 111,509 | $6.41M | 0.01% | −2,615−2.3% | Reduced |
| ProShare Advisors LLC | 110,508 | $6.35M | 0.02% | −10,325−8.5% | Reduced |
| Tower Research Capital LLC (TRC) | 110,229 | $6.33M | 0.08% | +48,015+77.2% | Added |
| Blair William & Co | 110,019 | $6.32M | 0.02% | +39,613+56.3% | Added |
| GPM Growth Investors, Inc. | 110,014 | $6.32M | 2.98% | −1,203−1.1% | Reduced |
| Connecticut Wealth Management, LLC | 109,349 | $6.28M | 0.36% | +515+0.5% | Added |
| Fifth Third Bancorp | 108,928 | $6.26M | 0.03% | −15,348−12.3% | Reduced |
| CIBC World Markets Corp | 107,965 | $6.20M | 0.03% | +61,733+133.5% | Added |
| Xponance, Inc. | 107,413 | $6.17M | 0.07% | −26,308−19.7% | Reduced |
| Intech Investment Management LLC | 106,044 | $6.09M | 0.09% | +42,921+68.0% | Added |
| Riverview Capital Advisers, LLC | 103,080 | $5.92M | 2.27% | +10.0% | Added |
| Tufton Capital Management | 102,749 | $5.90M | 1.24% | −5,265−4.9% | Reduced |
| Bank of Nova Scotia | 101,937 | $5.86M | 0.01% | +12,930+14.5% | Added |
| Bahl & Gaynor Inc | 101,182 | $5.81M | 0.03% | −105−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 101,024 | $5.80M | 0.23% | −81,649−44.7% | Reduced |
| Hall Laurie J Trustee | 100,445 | $5.77M | 2.21% | −285−0.3% | Reduced |
| Cumberland Partners Ltd | 100,290 | $5.76M | 0.53% | +100,290 | New |
| Baker Ellis Asset Management LLC | 100,228 | $5.76M | 0.92% | −4,560−4.4% | Reduced |
| Letson Investment Management, Inc. | 99,729 | $5.73M | 2.66% | +99,729 | New |
| CapWealth Advisors, LLC | 99,020 | $5.69M | 0.69% | +471+0.5% | Added |
| AIA Group Ltd | 98,959 | $5.69M | 0.23% | +14,003+16.5% | Added |
| Sagefield Capital LP | 98,586 | $5.66M | 0.73% | −100,670−50.5% | Reduced |
| Close Asset Management Ltd | 98,046 | $5.63M | 0.24% | +400+0.4% | Added |
| Oregon Public Employees Retirement Fund | 97,971 | $5.63M | 0.10% | −13,501−12.1% | Reduced |
| Toroso Investments, LLC | 97,090 | $5.58M | 0.13% | +3,160+3.4% | Added |
| Achmea Investment Management B.V. | 96,671 | $5.55M | 0.11% | −39,017−28.8% | Reduced |
| Nissay Asset Management Corp | 96,591 | $5.55M | 0.04% | +2,224+2.4% | Added |
| British Columbia Investment Management Corp | 96,428 | $5.54M | 0.05% | +20,490+27.0% | Added |
| Wesleyan Assurance Society | 96,200 | $5.53M | 0.55% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 95,803 | $5.50M | 0.67% | −1,255−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 92,678 | $5.32M | 0.02% | −1,531−1.6% | Reduced |
| HM Payson & Co | 92,156 | $5.29M | 0.11% | −1,111−1.2% | Reduced |
| Regions Financial Corp | 91,807 | $5.27M | 0.04% | −9,657−9.5% | Reduced |
| Northwest Investment Counselors, LLC | 90,528 | $5.20M | 1.39% | −754−0.8% | Reduced |
| AdvisorNet Financial, Inc | 90,441 | $5.20M | 0.48% | +2,463+2.8% | Added |
| Private Advisor Group, LLC | 89,744 | $5.16M | 0.04% | −1,523−1.7% | Reduced |
| Laffer Tengler Investments | 88,726 | $5.10M | 1.36% | +3,925+4.6% | Added |
| Davenport & Co LLC | 88,129 | $5.06M | 0.04% | −3,135−3.4% | Reduced |
| Fiduciary Trust Co | 87,857 | $5.05M | 0.08% | −3,229−3.5% | Reduced |
| Ethic Inc. | 87,784 | $5.04M | 0.15% | −7,305−7.7% | Reduced |
| Lazard Asset Management LLC | 87,389 | $5.02M | 0.01% | −7,813−8.2% | Reduced |
| Wealthfront Advisers LLC | 86,872 | $4.99M | 0.02% | +25,995+42.7% | Added |
| Varma Mutual Pension Insurance Co | 85,014 | $4.88M | 0.05% | +85,014 | New |
| Fayez Sarofim & Co | 86,012 | $4.82M | 0.01% | −1,591−1.8% | Reduced |
| Mercer Global Advisors Inc | 83,050 | $4.77M | 0.01% | +11,363+15.9% | Added |
| Crossmark Global Holdings, Inc. | 82,928 | $4.76M | 0.10% | +5,613+7.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 82,048 | $4.71M | 0.02% | +82,048 | New |
| Kestra Advisory Services, LLC | 80,845 | $4.64M | 0.04% | +1,183+1.5% | Added |
| Family Capital Trust Co | 80,826 | $4.64M | 1.46% | −128−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,887 | $4.59M | 0.01% | +19,179+31.6% | Added |
| Pegasus Asset Management, Inc. | 79,330 | $4.56M | 1.95% | +994+1.3% | Added |
| Ferguson Wellman Capital Management, Inc | 78,545 | $4.51M | 0.10% | −3,156−3.9% | Reduced |
| Candriam Luxembourg S.C.A. | 78,368 | $4.50M | 0.03% | +2,847+3.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 77,340 | $4.44M | 0.02% | −1,126,499−93.6% | Reduced |
| Souders Financial Advisors | 76,812 | $4.41M | 0.76% | +882+1.2% | Added |
| Gilman Hill Asset Management, LLC | 76,255 | $4.38M | 0.82% | −710−0.9% | Reduced |
| Cerity Partners LLC | 75,834 | $4.36M | 0.01% | +23,346+44.5% | Added |
| Stephens Inc | 75,679 | $4.35M | 0.07% | −33,026−30.4% | Reduced |
| Parsons Capital Management Inc | 75,526 | $4.34M | 0.31% | −528−0.7% | Reduced |
| Clearbridge Investments, LLC | 75,482 | $4.34M | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75,394 | $4.33M | 0.20% | −3,310−4.2% | Reduced |
| Daiwa Securities Group Inc. | 75,197 | $4.32M | 0.03% | +4,512+6.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 74,956 | $4.31M | 0.40% | +65,678+707.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,397 | $4.27M | 0.06% | +1,031+1.4% | Added |
| Olstein Capital Management, L.P. | 74,000 | $4.25M | 0.72% | −7,808−9.5% | Reduced |
| Farmers & Merchants Investments Inc | 73,765 | $4.24M | 0.15% | −1,575−2.1% | Reduced |