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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 36,482 | $2.10M | 0.07% | +985+2.8% | Added |
| Thrivent Financial for Lutherans | 36,431 | $2.09M | 0.00% | −324−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,394 | $2.09M | 0.03% | −928−2.5% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 36,217 | $2.08M | 2.17% | +36,217 | New |
| Tiaa Trust, National Association | 36,148 | $2.08M | 0.01% | +901+2.6% | Added |
| Change Path, LLC | 35,715 | $2.05M | 0.13% | +35,715 | New |
| Whittier Trust Co | 35,660 | $2.05M | 0.03% | −1,283−3.5% | Reduced |
| Lee Danner & Bass Inc | 35,614 | $2.05M | 0.18% | −7,627−17.6% | Reduced |
| Illinois Municipal Retirement Fund | 35,501 | $2.04M | 0.03% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 36,876 | $2.04M | 1.66% | +4,752+14.8% | Added |
| Aurora Investment Counsel | 39,685 | $2.03M | 1.32% | +39,685 | New |
| South Dakota Investment Council | 35,141 | $2.02M | 0.04% | −3,625−9.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 35,109 | $2.02M | 0.03% | +4,470+14.6% | Added |
| Atria Wealth Solutions, Inc. | 34,874 | $2.01M | 0.03% | −932−2.6% | Reduced |
| Selway Asset Management | 34,877 | $2.00M | 0.84% | +1,082+3.2% | Added |
| Ingalls & Snyder LLC | 34,847 | $2.00M | 0.09% | −1,001−2.8% | Reduced |
| Metis Global Partners, LLC | 34,694 | $1.99M | 0.08% | −3,641−9.5% | Reduced |
| Blue Square Asset Management, LLC | 34,661 | $1.99M | 1.33% | −408−1.2% | Reduced |
| Wellington Management Group LLP | 34,460 | $1.98M | 0.00% | −213,178−86.1% | Reduced |
| Metropolitan Life Insurance Co | 34,153 | $1.96M | 0.09% | −502−1.4% | Reduced |
| Alyeska Investment Group, L.P. | 34,014 | $1.95M | 0.01% | +34,014 | New |
| Temasek Holdings (Private) Ltd | 33,972 | $1.95M | 0.01% | +33,972 | New |
| United Capital Financial Advisers, LLC | 33,960 | $1.95M | 0.02% | −2,230−6.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 33,509 | $1.93M | 0.03% | −919−2.7% | Reduced |
| IMA Wealth, Inc. | 33,462 | $1.92M | 0.96% | −5,073−13.2% | Reduced |
| Raymond James Trust N.A. | 33,384 | $1.92M | 0.05% | −3,872−10.4% | Reduced |
| Two Sigma Investments, LP | 33,300 | $1.91M | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 32,968 | $1.91M | 0.03% | −1,337−3.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32,968 | $1.91M | 0.03% | −1,337−3.9% | Reduced |
| Shell Asset Management Co | 33,157 | $1.91M | 0.09% | −8,187−19.8% | Reduced |
| Banque Cantonale Vaudoise | 33,092 | $1.90M | 0.08% | +11,155+50.9% | Added |
| Hoylecohen, LLC | 32,723 | $1.88M | 0.15% | +803+2.5% | Added |
| TD Waterhouse Canada Inc. | 30,688 | $1.87M | 0.02% | +18,644+154.8% | Added |
| Delta Financial Advisors LLC | 32,397 | $1.86M | 0.81% | +1,682+5.5% | Added |
| Headinvest, LLC | 32,139 | $1.85M | 0.38% | −1,022−3.1% | Reduced |
| Jefferies Financial Group Inc. | 31,947 | $1.84M | 0.03% | +4,866+18.0% | Added |
| E. Ohman J:or Asset Management AB | 31,900 | $1.83M | 0.07% | −5,600−14.9% | Reduced |
| Cunning Capital Partners, LP | 31,795 | $1.83M | 1.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 31,669 | $1.82M | 0.06% | −5,085−13.8% | Reduced |
| Aureus Asset Management, LLC | 31,555 | $1.81M | 0.13% | −64−0.2% | Reduced |
| Pacific Global Investment Management CO | 31,179 | $1.79M | 0.37% | +40.0% | Added |
| BNP Paribas Arbitrage, SA | 31,145 | $1.79M | 0.00% | +31,145 | New |
| Savant Capital, LLC | 31,102 | $1.79M | 0.02% | −4,728−13.2% | Reduced |
| Trust Co of Vermont | 31,016 | $1.78M | 0.12% | −9,593−23.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 30,252 | $1.74M | 0.07% | +27,553+1,020.9% | Added |
| Meiji Yasuda Life Insurance Co | 30,183 | $1.73M | 0.04% | +7,100+30.8% | Added |
| Dynamic Technology Lab Private Ltd | 29,913 | $1.72M | 0.18% | +29,913 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 29,892 | $1.72M | 0.12% | −1,253−4.0% | Reduced |
| Glenview Trust Co | 29,777 | $1.71M | 0.04% | −529−1.7% | Reduced |
| Holderness Investments Co | 29,652 | $1.70M | 0.47% | +16,457+124.7% | Added |
| Cornerstone Advisors, LLC | 29,600 | $1.70M | 0.07% | −3,200−9.8% | Reduced |
| Norinchukin Bank, The | 29,451 | $1.69M | 0.04% | −2,797−8.7% | Reduced |
| MAI Capital Management | 29,411 | $1.69M | 0.02% | +2,096+7.7% | Added |
| Empirical Finance, LLC | 29,186 | $1.68M | 0.12% | +218+0.8% | Added |
| FineMark National Bank & Trust | 28,976 | $1.66M | 0.07% | +161+0.6% | Added |
| Financial Advocates Investment Management | 28,951 | $1.66M | 0.11% | −144−0.5% | Reduced |
| Estate Counselors, LLC | 28,870 | $1.66M | 0.20% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 28,603 | $1.64M | 0.12% | +28,603 | New |
| Goelzer Investment Management, Inc. | 27,700 | $1.59M | 0.10% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 27,690 | $1.59M | 0.01% | +2,434+9.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,448 | $1.58M | 0.02% | +975+3.7% | Added |
| Van Hulzen Asset Management, LLC | 27,325 | $1.57M | 0.11% | +4,300+18.7% | Added |
| Moors & Cabot, Inc. | 27,033 | $1.55M | 0.10% | −962−3.4% | Reduced |
| Principle Wealth Partners LLC | 26,816 | $1.54M | 0.13% | +60+0.2% | Added |
| United Services Automobile Association | 26,758 | $1.54M | 0.03% | +2,244+9.2% | Added |
| Smith, Salley & Associates | 26,718 | $1.53M | 0.10% | +26,718 | New |
| Northwestern Mutual Investment Management Company, LLC | 26,559 | $1.53M | 0.04% | +120+0.5% | Added |
| Central Trust Co | 26,165 | $1.50M | 0.04% | −36−0.1% | Reduced |
| Credit Agricole S A | 26,139 | $1.50M | 0.03% | +18,262+231.8% | Added |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.49M | 0.21% | 00.0% | Unchanged |
| Everence Capital Management Inc | 25,890 | $1.49M | 0.11% | −3,530−12.0% | Reduced |
| Benjamin Edwards Inc | 25,841 | $1.49M | 0.32% | +596+2.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 25,807 | $1.48M | 0.05% | +25,807 | New |
| Systematic Alpha Investments, LLC | 25,789 | $1.48M | 0.07% | 00.0% | Unchanged |
| Romano Brothers and Company | 25,482 | $1.46M | 0.22% | −495−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 25,252 | $1.45M | 0.01% | +2,576+11.4% | Added |
| Value Partners Investments Inc. | 25,119 | $1.45M | 0.12% | +25,119 | New |
| Johnson Investment Counsel Inc | 25,151 | $1.44M | 0.02% | −1,916−7.1% | Reduced |
| GWM Advisors LLC | 25,431 | $1.44M | 0.01% | −12,811−33.5% | Reduced |
| Burney Co | 24,793 | $1.42M | 0.06% | −2,337−8.6% | Reduced |
| Panagora Asset Management Inc | 24,768 | $1.42M | 0.01% | −234−0.9% | Reduced |
| Woodstock Corp | 24,447 | $1.40M | 0.16% | −855−3.4% | Reduced |
| First Manhattan Co | 24,212 | $1.39M | 0.00% | −833−3.3% | Reduced |
| Aigen Investment Management, LP | 24,207 | $1.39M | 0.25% | +24,207 | New |
| AXS Investments LLC | 24,041 | $1.38M | 0.33% | +2,354+10.9% | Added |
| HB Wealth Management, LLC | 23,803 | $1.37M | 0.02% | −123−0.5% | Reduced |
| Park Avenue Securities LLC | 23,583 | $1.35M | 0.02% | +3,299+16.3% | Added |
| Lazard Freres Gestion S.A.S. | 23,210 | $1.34M | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 23,260 | $1.34M | 0.30% | −340−1.4% | Reduced |
| Trueblood Wealth Management, LLC | 23,157 | $1.33M | 0.83% | +23,157 | New |
| Curbstone Financial Management Corp | 23,068 | $1.33M | 0.30% | −200−0.9% | Reduced |
| Twin Tree Management, LP | 22,857 | $1.31M | 0.02% | +22,857 | New |
| Birch Hill Investment Advisors LLC | 22,800 | $1.31M | 0.07% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 22,736 | $1.31M | 0.01% | −20.0% | Reduced |
| Wetherby Asset Management Inc | 22,417 | $1.29M | 0.07% | +898+4.2% | Added |
| Neville Rodie & Shaw Inc | 22,304 | $1.28M | 0.10% | −750−3.3% | Reduced |
| KCM Investment Advisors LLC | 22,187 | $1.27M | 0.05% | −4,116−15.6% | Reduced |
| Lake Street Advisors Group, LLC | 22,072 | $1.27M | 0.06% | −1,565−6.6% | Reduced |
| Hohimer Wealth Management, LLC | 21,896 | $1.26M | 0.32% | −1,060−4.6% | Reduced |
| Greenleaf Trust | 21,885 | $1.26M | 0.01% | −1,521−6.5% | Reduced |