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 |
|---|---|---|---|---|---|
| Olstein Capital Management, L.P. | 73,000 | $4.24M | 0.69% | −1,000−1.4% | Reduced |
| AQR Capital Management LLC | 73,814 | $4.25M | 0.01% | −115,712−61.1% | Reduced |
| Elo Mutual Pension Insurance Co | 73,819 | $4.29M | 0.10% | +689+0.9% | Added |
| Parsons Capital Management Inc | 74,311 | $4.32M | 0.30% | −1,215−1.6% | Reduced |
| Toroso Investments, LLC | 74,616 | $4.34M | 0.07% | −22,474−23.1% | Reduced |
| Farmers & Merchants Investments Inc | 74,762 | $4.35M | 0.15% | +997+1.4% | Added |
| Crescent Grove Advisors, LLC | 74,771 | $4.35M | 0.45% | +74,771 | New |
| Clearbridge Investments, LLC | 75,282 | $4.38M | 0.00% | −200−0.3% | Reduced |
| IFP Advisors, Inc | 75,880 | $4.41M | 0.19% | +486+0.6% | Added |
| Family Capital Trust Co | 76,014 | $4.42M | 1.52% | −4,812−6.0% | Reduced |
| Magnetar Financial LLC | 76,433 | $4.44M | 0.10% | +76,433 | New |
| Stephens Inc | 76,841 | $4.47M | 0.07% | +1,162+1.5% | Added |
| Private Advisor Group, LLC | 76,917 | $4.47M | 0.03% | −12,827−14.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 77,175 | $4.49M | 0.00% | +77,175 | New |
| Gilman Hill Asset Management, LLC | 77,216 | $4.49M | 0.80% | +961+1.3% | Added |
| Candriam Luxembourg S.C.A. | 77,311 | $4.49M | 0.03% | −1,057−1.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 77,517 | $4.51M | 0.09% | −1,028−1.3% | Reduced |
| JustInvest LLC | 78,129 | $4.54M | 0.10% | +6,555+9.2% | Added |
| Souders Financial Advisors | 79,069 | $4.60M | 0.73% | +2,257+2.9% | Added |
| Welch Group, LLC | 79,358 | $4.61M | 0.23% | +11,376+16.7% | Added |
| Pegasus Asset Management, Inc. | 80,065 | $4.65M | 1.80% | +735+0.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 80,391 | $4.67M | 0.06% | +5,994+8.1% | Added |
| Daiwa Securities Group Inc. | 80,816 | $4.70M | 0.03% | +5,619+7.5% | Added |
| Lecap Asset Management Ltd | 82,349 | $4.79M | 1.00% | +63,613+339.5% | Added |
| CIBC World Markets Corp | 82,673 | $4.81M | 0.03% | −25,292−23.4% | Reduced |
| Wealthfront Advisers LLC | 82,863 | $4.82M | 0.02% | −4,009−4.6% | Reduced |
| Kestra Advisory Services, LLC | 83,418 | $4.85M | 0.03% | +2,573+3.2% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 84,716 | $4.92M | 0.11% | +84,716 | New |
| Mercer Global Advisors Inc | 82,009 | $5.01M | 0.01% | −1,041−1.3% | Reduced |
| Davenport & Co LLC | 87,492 | $5.09M | 0.03% | −637−0.7% | Reduced |
| Two Sigma Advisers, LP | 88,000 | $5.12M | 0.01% | −129,300−59.5% | Reduced |
| Northwest Investment Counselors, LLC | 88,200 | $5.13M | 1.25% | −2,328−2.6% | Reduced |
| Hilton Capital Management, LLC | 89,240 | $5.19M | 0.46% | +89,240 | New |
| AdvisorNet Financial, Inc | 89,249 | $5.19M | 0.50% | −1,192−1.3% | Reduced |
| Fiduciary Trust Co | 89,378 | $5.20M | 0.08% | +1,521+1.7% | Added |
| HM Payson & Co | 91,035 | $5.29M | 0.10% | −1,121−1.2% | Reduced |
| Regions Financial Corp | 92,301 | $5.37M | 0.04% | +494+0.5% | Added |
| Bank of Nova Scotia | 92,408 | $5.37M | 0.01% | −9,529−9.3% | Reduced |
| HITE Hedge Asset Management LLC | 92,473 | $5.38M | 0.54% | +92,473 | New |
| Cambridge Investment Research Advisors, Inc. | 94,347 | $5.48M | 0.02% | +1,669+1.8% | Added |
| Squarepoint Ops LLC | 94,412 | $5.49M | 0.02% | +71,676+315.3% | Added |
| Captrust Financial Advisors | 94,870 | $5.51M | 0.02% | −23,271−19.7% | Reduced |
| Evoke Wealth, LLC | 95,154 | $5.53M | 0.16% | +95,154 | New |
| Nissay Asset Management Corp | 95,217 | $5.53M | 0.04% | −1,374−1.4% | Reduced |
| Wesleyan Assurance Society | 96,200 | $5.59M | 0.50% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 96,514 | $5.61M | 0.04% | +86+0.1% | Added |
| Achmea Investment Management B.V. | 96,671 | $5.62M | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 96,727 | $5.62M | 0.03% | +42,693+79.0% | Added |
| Clifford Swan Investment Counsel LLC | 96,962 | $5.64M | 0.21% | −4,062−4.0% | Reduced |
| Close Asset Management Ltd | 97,371 | $5.66M | 0.21% | −675−0.7% | Reduced |
| Laffer Tengler Investments | 98,299 | $5.71M | 1.48% | +9,573+10.8% | Added |
| Baker Ellis Asset Management LLC | 98,338 | $5.72M | 0.85% | −1,890−1.9% | Reduced |
| CapWealth Advisors, LLC | 98,987 | $5.75M | 0.65% | −330.0% | Reduced |
| Ethic Inc. | 99,097 | $5.76M | 0.15% | +11,313+12.9% | Added |
| Hall Laurie J Trustee | 99,465 | $5.78M | 2.04% | −980−1.0% | Reduced |
| Fayez Sarofim & Co | 100,217 | $5.83M | 0.02% | +14,205+16.5% | Added |
| Tufton Capital Management | 101,440 | $5.90M | 1.16% | −1,309−1.3% | Reduced |
| Letson Investment Management, Inc. | 102,554 | $5.96M | 2.52% | +2,825+2.8% | Added |
| Riverview Capital Advisers, LLC | 103,119 | $5.99M | 2.06% | +390.0% | Added |
| Bahl & Gaynor Inc | 103,363 | $6.01M | 0.03% | +2,181+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 103,608 | $6.02M | 0.01% | +30,009+40.8% | Added |
| Cumberland Partners Ltd | 104,140 | $6.05M | 0.44% | +3,850+3.8% | Added |
| Cerity Partners LLC | 106,041 | $6.17M | 0.02% | +30,207+39.8% | Added |
| ProShare Advisors LLC | 106,361 | $6.18M | 0.02% | −4,147−3.8% | Reduced |
| Fifth Third Bancorp | 107,250 | $6.23M | 0.02% | −1,678−1.5% | Reduced |
| Hemenway Trust Co LLC | 108,170 | $6.29M | 0.54% | +108,170 | New |
| Abn Amro Investment Solutions | 108,302 | $6.30M | 0.11% | −32,248−22.9% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 109,541 | $6.37M | 0.55% | −53,190−32.7% | Reduced |
| Mutual of America Capital Management LLC | 109,575 | $6.37M | 0.07% | −2,968−2.6% | Reduced |
| Connecticut Wealth Management, LLC | 110,433 | $6.42M | 0.34% | +1,084+1.0% | Added |
| D.A. Davidson & Co. | 110,625 | $6.43M | 0.06% | −1,392−1.2% | Reduced |
| Telos Capital Management, Inc. | 111,118 | $6.46M | 0.73% | +15,315+16.0% | Added |
| Xponance, Inc. | 112,221 | $6.52M | 0.07% | +4,808+4.5% | Added |
| Yousif Capital Management, LLC | 113,497 | $6.60M | 0.07% | −5,080−4.3% | Reduced |
| CIBC Private Wealth Group, LLC | 116,239 | $6.67M | 0.01% | −5,950−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 115,051 | $6.69M | 0.03% | −9,756−7.8% | Reduced |
| PGGM Investments | 116,519 | $6.77M | 0.10% | +1,359+1.2% | Added |
| Lincoln Capital LLC | 116,558 | $6.78M | 1.51% | +1,511+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 117,762 | $6.85M | 0.01% | −39,796−25.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 117,855 | $6.85M | 0.08% | +4,376+3.9% | Added |
| Two Sigma Investments, LP | 118,300 | $6.88M | 0.02% | +85,000+255.3% | Added |
| CIBC Asset Management Inc | 118,406 | $6.88M | 0.02% | +3,255+2.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,189 | $6.93M | 0.08% | +7,300+6.5% | Added |
| Capital Management Corp | 119,511 | $6.95M | 1.32% | −2,490−2.0% | Reduced |
| Pathstone Holdings, LLC | 119,842 | $6.97M | 0.03% | +7,974+7.1% | Added |
| NorthCrest Asset Manangement, LLC | 120,023 | $6.98M | 0.24% | +1,647+1.4% | Added |
| New York Life Investment Management LLC | 125,880 | $7.32M | 0.07% | −4,872−3.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 119,200 | $7.33M | 1.46% | +68,121+133.4% | Added |
| Intech Investment Management LLC | 126,248 | $7.34M | 0.10% | +20,204+19.1% | Added |
| Meyer Handelman Co | 127,115 | $7.39M | 0.26% | −31,110−19.7% | Reduced |
| Schroder Investment Management Group | 128,377 | $7.46M | 0.01% | +16,868+15.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 149,931 | $7.52M | 0.02% | −1,414−0.9% | Reduced |
| State of Alaska, Department of Revenue | 130,602 | $7.59M | 0.09% | −5,030−3.7% | Reduced |
| Kanawha Capital Management LLC | 131,720 | $7.66M | 0.61% | +767+0.6% | Added |
| Contravisory Investment Management, Inc. | 132,694 | $7.71M | 1.71% | +124,957+1,615.1% | Added |
| Truist Financial Corp | 133,310 | $7.75M | 0.01% | −74,894−36.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 135,027 | $7.85M | 0.12% | −91−0.1% | Reduced |
| AIA Group Ltd | 135,222 | $7.86M | 0.26% | +36,263+36.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 136,335 | $7.93M | 1.42% | −66,310−32.7% | Reduced |
| Alyeska Investment Group, L.P. | 136,615 | $7.94M | 0.05% | +102,601+301.6% | Added |