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 |
|---|---|---|---|---|---|
| Sagefield Capital LP | 136,986 | $7.96M | 0.97% | +38,400+39.0% | Added |
| Degroof Petercam Asset Management | 137,398 | $7.99M | 0.10% | +2,600+1.9% | Added |
| Oppenheimer & Co Inc | 137,570 | $8.00M | 0.13% | −49,989−26.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 137,778 | $8.01M | 0.46% | −5,610−3.9% | Reduced |
| Churchill Management Corp | 139,811 | $8.13M | 0.10% | −725−0.5% | Reduced |
| KBC Group NV | 141,194 | $8.21M | 0.03% | −12,317−8.0% | Reduced |
| Socorro Asset Management LP | 141,828 | $8.24M | 3.15% | +3,171+2.3% | Added |
| Commerce Bank | 143,687 | $8.35M | 0.06% | −1,924−1.3% | Reduced |
| Utah Retirement Systems | 144,404 | $8.39M | 0.10% | −100−0.1% | Reduced |
| Czech National Bank | 147,003 | $8.55M | 0.11% | +500.0% | Added |
| Millennium Management LLC | 148,347 | $8.62M | 0.01% | −128,776−46.5% | Reduced |
| Blair William & Co | 149,758 | $8.71M | 0.03% | +39,739+36.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 150,807 | $8.77M | 0.01% | +2,350+1.6% | Added |
| M. Kraus & Co | 154,619 | $8.99M | 2.73% | +523+0.3% | Added |
| Windward Capital Management Co | 157,934 | $9.18M | 0.77% | −2,967−1.8% | Reduced |
| Keybank National Association | 160,569 | $9.33M | 0.04% | −3,374−2.1% | Reduced |
| Janney Montgomery Scott LLC | 161,601 | $9.39M | 0.03% | +6,553+4.2% | Added |
| Welch & Forbes LLC | 161,680 | $9.40M | 0.13% | −21,414−11.7% | Reduced |
| Cetera Investment Advisers | 162,952 | $9.47M | 0.02% | +116,453+250.4% | Added |
| State of Tennessee, Treasury Department | 163,643 | $9.51M | 0.04% | −140,086−46.1% | Reduced |
| Cutler Investment Counsel LLC | 163,973 | $9.53M | 1.28% | +1,465+0.9% | Added |
| Peapack Gladstone Financial Corp | 168,001 | $9.76M | 0.15% | +2,713+1.6% | Added |
| Gamco Investors, Inc. Et Al | 171,045 | $9.94M | 0.10% | +49,682+40.9% | Added |
| Texas Permanent School Fund | 172,701 | $10.0M | 0.08% | −536−0.3% | Reduced |
| Amalgamated Bank | 173,212 | $10.1M | 0.09% | −46,607−21.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 175,592 | $10.2M | 0.32% | +31,558+21.9% | Added |
| Forsta Ap-Fonden | 176,600 | $10.3M | 0.09% | −128,800−42.2% | Reduced |
| Segment Wealth Management, LLC | 181,328 | $10.5M | 0.80% | +8,344+4.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 183,412 | $10.7M | 0.07% | −328−0.2% | Reduced |
| Neuberger Berman Group LLC | 183,586 | $10.7M | 0.01% | −15,077−7.6% | Reduced |
| Retirement Systems of Alabama | 184,401 | $10.7M | 0.04% | −518−0.3% | Reduced |
| MML Investors Services, LLC | 186,560 | $10.8M | 0.04% | +3,373+1.8% | Added |
| Man Group plc | 188,597 | $11.0M | 0.03% | −92,307−32.9% | Reduced |
| IFM Investors Pty Ltd | 189,913 | $11.0M | 0.12% | +348+0.2% | Added |
| Graham Capital Management, L.P. | 190,833 | $11.1M | 0.32% | +126,404+196.2% | Added |
| Swiss Life Asset Management Ltd | 192,281 | $11.2M | 0.16% | −134,632−41.2% | Reduced |
| Allianz Asset Management GmbH | 193,593 | $11.3M | 0.02% | −327,438−62.8% | Reduced |
| MetLife Investment Management | 195,572 | $11.4M | 0.08% | −7,994−3.9% | Reduced |
| Natixis Advisors, L.P. | 197,132 | $11.5M | 0.03% | −11,427−5.5% | Reduced |
| Canoe Financial LP | 201,350 | $11.7M | 0.19% | +201,350 | New |
| Varma Mutual Pension Insurance Co | 213,114 | $12.4M | 0.11% | +128,100+150.7% | Added |
| Nomura Asset Management Co Ltd | 218,425 | $12.7M | 0.05% | −2,125−1.0% | Reduced |
| Twinbeech Capital LP | 218,891 | $12.7M | 0.26% | +167,082+322.5% | Added |
| Franklin Resources Inc | 222,032 | $12.9M | 0.00% | −500−0.2% | Reduced |
| American International Group, Inc. | 222,367 | $12.9M | 0.05% | −2,424−1.1% | Reduced |
| Mariner, LLC | 226,852 | $13.2M | 0.03% | +4,898+2.2% | Added |
| AMF Pensionsforsakring AB | 228,676 | $13.3M | 0.10% | −25,251−9.9% | Reduced |
| State of Michigan Retirement System | 228,925 | $13.3M | 0.07% | −800−0.3% | Reduced |
| Davis Selected Advisers | 229,695 | $13.4M | 0.07% | −284,955−55.4% | Reduced |
| Arizona State Retirement System | 231,974 | $13.5M | 0.09% | −3,689−1.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $13.7M | 0.13% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 235,256 | $13.7M | 0.79% | −1,109−0.5% | Reduced |
| Assetmark, Inc | 235,562 | $13.7M | 0.04% | +42,862+22.2% | Added |
| Nisa Investment Advisors, LLC | 237,813 | $13.8M | 0.09% | +706+0.3% | Added |
| SEI Investments Co | 238,181 | $13.8M | 0.02% | +1,519+0.6% | Added |
| Westchester Capital Management, LLC | 239,700 | $13.9M | 0.59% | −10,000−4.0% | Reduced |
| DnB Asset Management AS | 244,654 | $14.2M | 0.07% | −23,230−8.7% | Reduced |
| Susquehanna International Group, LLP | 251,700 | $14.6M | 0.02% | −305,456−54.8% | Reduced |
| Macquarie Group Ltd | 256,203 | $14.9M | 0.02% | −2,646−1.0% | Reduced |
| Toronto Dominion Bank | 259,525 | $15.1M | 0.02% | −18,566−6.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 268,500 | $15.6M | 0.06% | +268,500 | New |
| Prospector Partners LLC | 271,965 | $15.8M | 1.83% | +4,140+1.5% | Added |
| Resona Asset Management Co.,Ltd. | 273,996 | $15.9M | 0.09% | +273,996 | New |
| Baker Chad R | 275,775 | $16.0M | 3.41% | 00.0% | Unchanged |
| M&T Bank Corp | 291,705 | $17.0M | 0.06% | −7,060−2.4% | Reduced |
| Janus Henderson Group PLC | 294,437 | $17.1M | 0.01% | +65,796+28.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 297,433 | $17.3M | 2.15% | +2,273+0.8% | Added |
| Calamos Advisors LLC | 301,278 | $17.5M | 0.09% | −7,578−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 301,726 | $17.5M | 0.02% | +229,428+317.3% | Added |
| Canada Pension Plan Investment Board | 305,497 | $17.8M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 305,645 | $17.8M | 0.02% | −8,476−2.7% | Reduced |
| Raub Brock Capital Management LP | 313,269 | $18.2M | 3.86% | −17,990−5.4% | Reduced |
| Bradley Foster & Sargent Inc | 316,778 | $18.4M | 0.33% | +437+0.1% | Added |
| Ofi Invest Asset Management | 346,436 | $18.6M | 0.51% | +345,912+66,013.7% | Added |
| TD Asset Management Inc | 326,740 | $19.0M | 0.02% | +2,270+0.7% | Added |
| Mn Services Vermogensbeheer B.V. | 326,800 | $19.0M | 0.14% | −67,600−17.1% | Reduced |
| Public Employees Retirement System of Ohio | 329,996 | $19.2M | 0.08% | −34,302−9.4% | Reduced |
| STRS Ohio | 330,512 | $19.2M | 0.08% | +52,139+18.7% | Added |
| Tocqueville Asset Management L.P. | 333,290 | $19.4M | 0.32% | −1,900−0.6% | Reduced |
| Scout Investments, Inc. | 339,573 | $19.5M | 0.48% | −41,725−10.9% | Reduced |
| Formuepleje A/S | 335,408 | $19.5M | 1.10% | +162,732+94.2% | Added |
| Adage Capital Partners GP, L.L.C. | 344,538 | $20.0M | 0.04% | +344,538 | New |
| Commonwealth Equity Services, LLC | 349,491 | $20.3M | 0.03% | −1,329−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 354,324 | $20.6M | 0.05% | −39,247−10.0% | Reduced |
| Boston Common Asset Management, LLC | 355,588 | $20.7M | 0.49% | −56,851−13.8% | Reduced |
| Gateway Investment Advisers LLC | 362,518 | $21.1M | 0.24% | −190−0.1% | Reduced |
| Comerica Bank | 362,870 | $21.1M | 0.09% | −7,242−2.0% | Reduced |
| Professional Advisory Services Inc | 366,536 | $21.3M | 2.89% | +2,021+0.6% | Added |
| Royal London Asset Management Ltd | 367,976 | $21.4M | 0.05% | +20,580+5.9% | Added |
| Treasurer of the State of North Carolina | 372,299 | $21.6M | 0.09% | +2,550+0.7% | Added |
| Renaissance Technologies LLC | 375,400 | $21.8M | 0.03% | +375,400 | New |
| National Bank of Canada | 341,221 | $22.3M | 0.04% | +3,099+0.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 390,272 | $22.7M | 0.06% | +130,192+50.1% | Added |
| Korea Investment CORP | 392,263 | $22.8M | 0.06% | −35,780−8.4% | Reduced |
| Northwest & Ethical Investments L.P. | 408,357 | $23.7M | 0.68% | +127,247+45.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 409,912 | $23.8M | 0.05% | −43,833−9.7% | Reduced |
| Swedbank AB | 423,198 | $24.6M | 0.03% | −600−0.1% | Reduced |
| Voya Investment Management LLC | 426,874 | $24.8M | 0.02% | +125,559+41.7% | Added |
| Gabelli Funds LLC | 432,652 | $25.2M | 0.19% | +182,232+72.8% | Added |
| Creative Planning | 434,676 | $25.3M | 0.03% | +1,564+0.4% | Added |