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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 73,599 | $4.23M | 0.01% | +8,885+13.7% | Added |
| Elo Mutual Pension Insurance Co | 73,130 | $4.20M | 0.11% | +3,257+4.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 72,874 | $4.19M | 0.19% | +2,012+2.8% | Added |
| Pacer Advisors, Inc. | 72,863 | $4.19M | 0.01% | +18,589+34.3% | Added |
| D. E. Shaw & Co., Inc. | 72,298 | $4.15M | 0.01% | −120,379−62.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 72,189 | $4.15M | 0.04% | −3,138−4.2% | Reduced |
| JustInvest LLC | 71,574 | $4.11M | 0.11% | −1,735−2.4% | Reduced |
| Natixis | 71,480 | $4.11M | 0.03% | +71,160+22,237.5% | Added |
| Rafferty Asset Management, LLC | 70,371 | $4.04M | 0.02% | +3,756+5.6% | Added |
| Snowden Capital Advisors LLC | 69,300 | $3.98M | 0.15% | −1,339−1.9% | Reduced |
| UBS Oconnor LLC | 69,300 | $3.98M | 0.13% | +69,300 | New |
| Gulf International Bank (UK) Ltd | 68,561 | $3.94M | 0.11% | −8,527−11.1% | Reduced |
| PEAK6 Investments LLC | 68,210 | $3.92M | 0.17% | +18,514+37.3% | Added |
| Welch Group, LLC | 67,982 | $3.91M | 0.21% | +4,457+7.0% | Added |
| Patten Group, Inc. | 67,257 | $3.86M | 1.05% | −915−1.3% | Reduced |
| Kentucky Retirement Systems | 67,133 | $3.86M | 0.12% | −2,626−3.8% | Reduced |
| Stratos Wealth Partners, LTD. | 67,005 | $3.85M | 0.07% | +778+1.2% | Added |
| Assenagon Asset Management S.A. | 66,036 | $3.79M | 0.01% | +37,153+128.6% | Added |
| Richard Bernstein Advisors LLC | 66,032 | $3.79M | 0.08% | +55+0.1% | Added |
| Circle Wealth Management, LLC | 65,569 | $3.77M | 0.10% | −250.0% | Reduced |
| Maryland State Retirement & Pension System | 64,833 | $3.72M | 0.08% | +1,213+1.9% | Added |
| Cetera Advisor Networks LLC | 64,562 | $3.71M | 0.02% | −2,931−4.3% | Reduced |
| Graham Capital Management, L.P. | 64,429 | $3.70M | 0.12% | −114,949−64.1% | Reduced |
| Cohen Capital Management, Inc. | 63,834 | $3.67M | 0.70% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 62,979 | $3.62M | 0.04% | +85+0.1% | Added |
| Canandaigua National Bank & Trust Co | 62,601 | $3.60M | 0.56% | −688−1.1% | Reduced |
| AMG National Trust Bank | 62,460 | $3.59M | 0.11% | +182+0.3% | Added |
| CWM, LLC | 61,191 | $3.52M | 0.02% | −6,539−9.7% | Reduced |
| Advisors Capital Management, LLC | 60,279 | $3.46M | 0.07% | +10,676+21.5% | Added |
| JB Capital LLC | 59,207 | $3.40M | 0.25% | +90.0% | Added |
| Synovus Financial Corp | 59,186 | $3.40M | 0.05% | −15,998−21.3% | Reduced |
| NBT Bank N A | 58,613 | $3.37M | 0.26% | +997+1.7% | Added |
| Tower View Investment Management & Research LLC | 58,608 | $3.37M | 2.09% | +2,769+5.0% | Added |
| M Holdings Securities, Inc. | 58,502 | $3.36M | 0.38% | +58,502 | New |
| Brown Brothers Harriman & Co | 58,472 | $3.36M | 0.03% | −5,626−8.8% | Reduced |
| Storebrand Asset Management AS | 58,190 | $3.34M | 0.01% | −81,257−58.3% | Reduced |
| Cohen Klingenstein LLC | 57,980 | $3.33M | 0.14% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 57,816 | $3.32M | 0.07% | −514−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 57,824 | $3.32M | 0.07% | +24,625+74.2% | Added |
| Evercore Wealth Management, LLC | 57,821 | $3.32M | 0.06% | −470−0.8% | Reduced |
| Polar Capital Holdings Plc | 57,000 | $3.27M | 0.02% | +57,000 | New |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 56,669 | $3.26M | 0.65% | +56,669 | New |
| LSV Asset Management | 56,800 | $3.26M | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 56,480 | $3.24M | 0.12% | −587−1.0% | Reduced |
| Huntington National Bank | 56,329 | $3.24M | 0.03% | −1,266−2.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 56,305 | $3.23M | 0.64% | −210−0.4% | Reduced |
| Cresset Asset Management, LLC | 55,985 | $3.23M | 0.02% | −596−1.1% | Reduced |
| Delta Capital Management LLC | 55,985 | $3.22M | 2.24% | −70−0.1% | Reduced |
| Harmony Asset Management LLC | 55,797 | $3.21M | 1.36% | +55,797 | New |
| Douglass Winthrop Advisors, LLC | 55,417 | $3.18M | 0.07% | −3,361−5.7% | Reduced |
| QRG Capital Management, Inc. | 54,996 | $3.16M | 0.05% | +4,167+8.2% | Added |
| American Century Companies Inc | 54,630 | $3.14M | 0.00% | −5,433−9.0% | Reduced |
| SG Americas Securities, LLC | 54,034 | $3.10M | 0.03% | +24,741+84.5% | Added |
| Securian Asset Management, Inc | 53,137 | $3.05M | 0.09% | −6,971−11.6% | Reduced |
| Westport Asset Management Inc | 52,400 | $3.01M | 1.62% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 51,934 | $2.98M | 0.10% | +3,446+7.1% | Added |
| Twinbeech Capital LP | 51,809 | $2.98M | 0.05% | +24,576+90.2% | Added |
| Alpine Woods Capital Investors, LLC | 51,079 | $2.93M | 0.44% | −15,589−23.4% | Reduced |
| Tudor Investment Corp Et Al | 51,038 | $2.93M | 0.04% | +51,038 | New |
| Louisiana State Employees Retirement System | 50,700 | $2.91M | 0.06% | −1,200−2.3% | Reduced |
| Heritage Investors Management Corp | 49,822 | $2.86M | 0.11% | −220−0.4% | Reduced |
| FIL Ltd | 49,003 | $2.82M | 0.00% | +3,640+8.0% | Added |
| Brasada Capital Management, LP | 48,775 | $2.80M | 0.55% | +11,075+29.4% | Added |
| Siemens Fonds Invest GmbH | 47,628 | $2.74M | 0.22% | +26,594+126.4% | Added |
| Granite Bay Wealth Management, LLC | 51,065 | $2.70M | 0.02% | −43,445−46.0% | Reduced |
| Cacti Asset Management LLC | 46,592 | $2.69M | 0.23% | −175−0.4% | Reduced |
| Cetera Investment Advisers | 46,499 | $2.67M | 0.02% | +10,532+29.3% | Added |
| Argent Trust Co | 46,455 | $2.67M | 0.13% | −410−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 46,397 | $2.67M | 0.03% | +2,996+6.9% | Added |
| Wesbanco Bank Inc | 46,041 | $2.65M | 0.15% | −2,371−4.9% | Reduced |
| Silvercrest Asset Management Group LLC | 46,031 | $2.64M | 0.02% | −4,180−8.3% | Reduced |
| Sargent Investment Group, LLC | 45,789 | $2.63M | 0.58% | −1,980−4.1% | Reduced |
| YHB Investment Advisors, Inc. | 45,613 | $2.62M | 0.25% | −95−0.2% | Reduced |
| Cetera Advisors LLC | 45,318 | $2.60M | 0.04% | +5,885+14.9% | Added |
| Bleakley Financial Group, LLC | 45,249 | $2.60M | 0.08% | +15,645+52.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 45,033 | $2.59M | 0.05% | −7,905−14.9% | Reduced |
| Sawtooth Solutions, LLC | 44,809 | $2.57M | 0.07% | +15,205+51.4% | Added |
| North Star Investment Management Corp. | 44,315 | $2.55M | 0.20% | +32,200+265.8% | Added |
| Mandatum Life Insurance Co Ltd | 44,173 | $2.54M | 0.94% | −1,355−3.0% | Reduced |
| Edgestream Partners, L.P. | 43,821 | $2.52M | 0.18% | +43,821 | New |
| New Mexico Educational Retirement Board | 43,417 | $2.49M | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 42,801 | $2.46M | 0.08% | −1,922−4.3% | Reduced |
| Empowered Funds, LLC | 42,660 | $2.45M | 0.06% | +3,050+7.7% | Added |
| Ontario Teachers Pension Plan Board | 41,976 | $2.41M | 0.02% | +32,418+339.2% | Added |
| Bensler, LLC | 41,765 | $2.40M | 0.40% | +41,765 | New |
| Atria Investments LLC | 41,448 | $2.38M | 0.04% | −3,404−7.6% | Reduced |
| Pinnacle Associates Ltd | 40,653 | $2.34M | 0.04% | −215−0.5% | Reduced |
| Monarch Capital Management Inc | 40,284 | $2.32M | 0.70% | −1,225−3.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.30M | 0.59% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 39,656 | $2.28M | 0.24% | −6,705−14.5% | Reduced |
| Bessemer Group Inc | 39,639 | $2.28M | 0.00% | +856+2.2% | Added |
| Pinebridge Investments, L.P. | 39,609 | $2.28M | 0.02% | +5,185+15.1% | Added |
| Ieq Capital, LLC | 39,219 | $2.25M | 0.04% | +1,852+5.0% | Added |
| Prudential PLC | 39,073 | $2.24M | 0.02% | −76−0.2% | Reduced |
| Poehling Capital Management, LLC | 39,009 | $2.24M | 0.71% | −317−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 38,655 | $2.22M | 0.00% | +1,790+4.9% | Added |
| Teacher Retirement System of Texas | 38,385 | $2.21M | 0.02% | −26,306−40.7% | Reduced |
| Brinker Capital Investments, LLC | 38,216 | $2.16M | 0.03% | +12,112+46.4% | Added |
| Orion Portfolio Solutions, LLC | 38,216 | $2.16M | 0.03% | +12,112+46.4% | Added |
| Aquatic Capital Management LLC | 36,500 | $2.10M | 0.05% | +36,500 | New |