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, Q1 2024
Institutional positions in Carrier Global Corp as of Mar 31, 2024. 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
- 1,414
- +33 vs. Q4 2023
- Shares held
- 756.9M
- −1.97M (−0.3%) vs. Q4 2023
- Total value
- $44.0B
- +$376.8M (+0.9%) vs. Q4 2023
- New holders
- 131
- 458 more added
- Sold out
- 98
- 539 more reduced
17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 38,911 | $2.26M | 0.07% | +38,911 | New |
| Poehling Capital Management, LLC | 39,009 | $2.27M | 0.61% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 39,311 | $2.29M | 0.24% | +9,398+31.4% | Added |
| Pinnacle Associates Ltd | 39,349 | $2.29M | 0.04% | −1,304−3.2% | Reduced |
| Monarch Capital Management Inc | 39,374 | $2.29M | 0.65% | −910−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 39,412 | $2.29M | 0.00% | +757+2.0% | Added |
| Marshall Wace, LLP | 39,700 | $2.31M | 0.00% | +39,700 | New |
| Essex Financial Services, Inc. | 39,747 | $2.31M | 0.21% | +91+0.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.33M | 0.55% | 00.0% | Unchanged |
| Aurora Investment Counsel | 40,483 | $2.35M | 1.35% | +798+2.0% | Added |
| Allianz SE | 40,694 | $2.37M | 0.07% | +40,694 | New |
| Brinker Capital Investments, LLC | 41,008 | $2.38M | 0.03% | +2,792+7.3% | Added |
| Orion Portfolio Solutions, LLC | 41,008 | $2.38M | 0.03% | +2,792+7.3% | Added |
| ClariVest Asset Management LLC | 41,244 | $2.40M | 0.25% | −96,970−70.2% | Reduced |
| Bensler, LLC | 41,376 | $2.41M | 0.35% | −389−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 42,234 | $2.46M | 0.07% | −567−1.3% | Reduced |
| New Mexico Educational Retirement Board | 42,317 | $2.46M | 0.09% | −1,100−2.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,531 | $2.47M | 0.03% | +7,422+21.1% | Added |
| Andra AP-fonden | 42,562 | $2.47M | 0.04% | −69,600−62.1% | Reduced |
| Ieq Capital, LLC | 42,891 | $2.49M | 0.04% | +3,672+9.4% | Added |
| Change Path, LLC | 42,955 | $2.50M | 0.10% | +7,240+20.3% | Added |
| Mandatum Life Insurance Co Ltd | 43,425 | $2.52M | 0.84% | −748−1.7% | Reduced |
| Brasada Capital Management, LP | 43,876 | $2.55M | 0.46% | −4,899−10.0% | Reduced |
| Sargent Investment Group, LLC | 44,189 | $2.57M | 0.56% | −1,600−3.5% | Reduced |
| Venture Visionary Partners LLC | 45,173 | $2.63M | 0.12% | +33,458+285.6% | Added |
| Connectus Wealth, LLC | 45,300 | $2.64M | 0.07% | −12,516−21.6% | Reduced |
| Empowered Funds, LLC | 45,760 | $2.66M | 0.05% | +3,100+7.3% | Added |
| Wesbanco Bank Inc | 45,995 | $2.67M | 0.10% | −46−0.1% | Reduced |
| North Star Investment Management Corp. | 46,300 | $2.69M | 0.19% | +1,985+4.5% | Added |
| YHB Investment Advisors, Inc. | 46,628 | $2.71M | 0.24% | +1,015+2.2% | Added |
| Argent Trust Co | 46,744 | $2.72M | 0.12% | +289+0.6% | Added |
| Siemens Fonds Invest GmbH | 47,159 | $2.74M | 0.21% | −469−1.0% | Reduced |
| Prio Wealth Limited Partnership | 47,406 | $2.76M | 0.08% | −4,528−8.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 48,749 | $2.77M | 0.01% | −28,591−37.0% | Reduced |
| Silvercrest Asset Management Group LLC | 47,792 | $2.78M | 0.02% | +1,761+3.8% | Added |
| Beacon Pointe Advisors, LLC | 47,968 | $2.79M | 0.03% | +1,571+3.4% | Added |
| Louisiana State Employees Retirement System | 48,600 | $2.83M | 0.05% | −2,100−4.1% | Reduced |
| Simplicity Wealth,LLC | 48,972 | $2.85M | 0.07% | +48,972 | New |
| Bleakley Financial Group, LLC | 49,069 | $2.85M | 0.08% | +3,820+8.4% | Added |
| Cacti Asset Management LLC | 43,490 | $2.86M | 0.23% | −3,102−6.7% | Reduced |
| Securian Asset Management, Inc | 49,209 | $2.86M | 0.08% | −3,928−7.4% | Reduced |
| Credit Agricole S A | 53,734 | $2.87M | 0.05% | +27,595+105.6% | Added |
| Somerville Kurt F | 49,580 | $2.88M | 0.49% | +49,580 | New |
| Heritage Investors Management Corp | 49,782 | $2.89M | 0.10% | −40−0.1% | Reduced |
| Westport Asset Management Inc | 52,400 | $3.05M | 1.52% | 00.0% | Unchanged |
| FIL Ltd | 52,698 | $3.06M | 0.00% | +3,695+7.5% | Added |
| AMG National Trust Bank | 53,625 | $3.12M | 0.09% | −8,835−14.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53,816 | $3.13M | 0.00% | −26,071−32.6% | Reduced |
| Hartford Investment Management Co | 53,940 | $3.14M | 0.11% | −2,540−4.5% | Reduced |
| Storebrand Asset Management AS | 54,344 | $3.16M | 0.01% | −3,846−6.6% | Reduced |
| Evercore Wealth Management, LLC | 54,815 | $3.19M | 0.05% | −3,006−5.2% | Reduced |
| Delta Capital Management LLC | 55,985 | $3.25M | 2.15% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 55,988 | $3.25M | 0.07% | +571+1.0% | Added |
| NBT Bank N A | 56,511 | $3.28M | 0.24% | −2,102−3.6% | Reduced |
| Huntington National Bank | 56,767 | $3.30M | 0.03% | +438+0.8% | Added |
| LSV Asset Management | 56,800 | $3.30M | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 57,127 | $3.32M | 0.03% | −1,345−2.3% | Reduced |
| Cohen Klingenstein LLC | 57,282 | $3.33M | 0.12% | −698−1.2% | Reduced |
| LRI Investments, LLC | 57,409 | $3.34M | 0.84% | +57,409 | New |
| Dai-Ichi Life Insurance Company, Ltd | 57,824 | $3.36M | 0.08% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 58,291 | $3.39M | 0.04% | +3,295+6.0% | Added |
| Atria Investments LLC | 58,686 | $3.41M | 0.05% | +17,238+41.6% | Added |
| JB Capital LLC | 58,692 | $3.41M | 0.23% | −515−0.9% | Reduced |
| Pacer Advisors, Inc. | 59,263 | $3.44M | 0.01% | −13,600−18.7% | Reduced |
| Tower View Investment Management & Research LLC | 59,278 | $3.45M | 2.02% | +670+1.1% | Added |
| Synovus Financial Corp | 59,416 | $3.45M | 0.04% | +230+0.4% | Added |
| Cresset Asset Management, LLC | 59,553 | $3.46M | 0.02% | +3,568+6.4% | Added |
| American Century Companies Inc | 59,779 | $3.47M | 0.00% | +5,149+9.4% | Added |
| Nomura Holdings Inc | 59,939 | $3.48M | 0.03% | +43,007+254.0% | Added |
| Maryland State Retirement & Pension System | 64,833 | $3.49M | 0.07% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 60,410 | $3.51M | 0.02% | +60,410 | New |
| Harmony Asset Management LLC | 60,757 | $3.53M | 1.46% | +4,960+8.9% | Added |
| Gotham Asset Management, LLC | 60,977 | $3.54M | 0.05% | −64,218−51.3% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 61,725 | $3.59M | 3.17% | +25,508+70.4% | Added |
| Assenagon Asset Management S.A. | 62,247 | $3.62M | 0.01% | −3,789−5.7% | Reduced |
| Canandaigua National Bank & Trust Co | 62,389 | $3.63M | 0.53% | −212−0.3% | Reduced |
| Banque Cantonale Vaudoise | 63,412 | $3.69M | 0.14% | +30,320+91.6% | Added |
| Kentucky Retirement Systems | 63,449 | $3.69M | 0.11% | −3,684−5.5% | Reduced |
| Cohen Capital Management, Inc. | 63,834 | $3.71M | 0.65% | 00.0% | Unchanged |
| CWM, LLC | 63,950 | $3.72M | 0.02% | +2,759+4.5% | Added |
| USS Investment Management Ltd | 63,982 | $3.72M | 0.03% | −151,478−70.3% | Reduced |
| Avantax Advisory Services, Inc. | 64,265 | $3.74M | 0.03% | +1,286+2.0% | Added |
| Circle Wealth Management, LLC | 65,569 | $3.81M | 0.09% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 65,573 | $3.81M | 0.07% | −17,355−20.9% | Reduced |
| Richard Bernstein Advisors LLC | 66,032 | $3.84M | 0.08% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 66,842 | $3.89M | 0.19% | +23,021+52.5% | Added |
| Patten Group, Inc. | 66,859 | $3.89M | 0.96% | −398−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 66,966 | $3.89M | 0.06% | −39−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 68,518 | $3.98M | 0.04% | −3,671−5.1% | Reduced |
| Legacy CG, LLC | 68,649 | $3.99M | 1.45% | +68,649 | New |
| J.P. Marvel Investment Advisors, LLC | 68,684 | $3.99M | 0.69% | +12,379+22.0% | Added |
| Gulf International Bank (UK) Ltd | 69,001 | $4.01M | 0.10% | +440+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 69,438 | $4.04M | 0.30% | −5,518−7.4% | Reduced |
| Rafferty Asset Management, LLC | 69,477 | $4.04M | 0.02% | −894−1.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 71,071 | $4.09M | 0.05% | +43,623+158.9% | Added |
| Snowden Capital Advisors LLC | 70,427 | $4.09M | 0.13% | +1,127+1.6% | Added |
| Oregon Public Employees Retirement Fund | 71,388 | $4.15M | 0.08% | −26,583−27.1% | Reduced |
| Polar Capital Holdings Plc | 72,000 | $4.19M | 0.03% | +15,000+26.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 72,640 | $4.22M | 0.18% | −234−0.3% | Reduced |
| ING Groep NV | 72,886 | $4.24M | 0.03% | +63,618+686.4% | Added |