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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 435,104 | $25.3M | 0.87% | +8,472+2.0% | Added |
| State of New Jersey Common Pension Fund D | 460,594 | $26.8M | 0.08% | −4,884−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 466,205 | $27.1M | 0.09% | −6,184−1.3% | Reduced |
| Waratah Capital Advisors Ltd. | 467,173 | $27.2M | 1.39% | +334,049+250.9% | Added |
| Glenmede Trust Co NA | 476,046 | $27.7M | 0.14% | −42,954−8.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 480,438 | $27.9M | 0.07% | −5,118−1.1% | Reduced |
| State of Wisconsin Investment Board | 482,953 | $28.1M | 0.07% | −10,902−2.2% | Reduced |
| Asset Management One Co.,Ltd. | 495,915 | $28.8M | 0.11% | +6,512+1.3% | Added |
| iA Global Asset Management Inc. | 500,400 | $29.1M | 0.60% | −140,248−21.9% | Reduced |
| Baird Financial Group, Inc. | 515,920 | $30.0M | 0.06% | −31,979−5.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 534,566 | $31.1M | 0.56% | +16,706+3.2% | Added |
| Delta Asset Management LLC | 537,530 | $31.2M | 2.76% | −2,303−0.4% | Reduced |
| Handelsbanken Fonder AB | 541,250 | $31.5M | 0.14% | −315,626−36.8% | Reduced |
| Tredje AP-fonden | 553,000 | $32.1M | 0.33% | +46,043+9.1% | Added |
| LPL Financial LLC | 555,941 | $32.3M | 0.02% | +44,488+8.7% | Added |
| Capital International Ltd | 559,608 | $32.5M | 1.56% | +68,587+14.0% | Added |
| Stifel Financial Corp | 563,396 | $32.8M | 0.04% | +183,099+48.1% | Added |
| Aviva PLC | 594,032 | $34.5M | 0.11% | −161,671−21.4% | Reduced |
| Citigroup Inc | 612,985 | $35.6M | 0.04% | −103,610−14.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 617,733 | $35.9M | 0.18% | +29,995+5.1% | Added |
| Vontobel Holding Ltd. | 618,465 | $36.0M | 0.29% | −188,467−23.4% | Reduced |
| Dearborn Partners LLC | 624,724 | $36.3M | 1.56% | −193,150−23.6% | Reduced |
| Summitry LLC | 629,059 | $36.6M | 1.92% | +629,059 | New |
| CI Private Wealth, LLC | 631,142 | $36.6M | 0.07% | +8,386+1.3% | Added |
| AXA S.A. | 654,360 | $38.0M | 0.11% | +164,853+33.7% | Added |
| Mackenzie Financial Corp | 675,750 | $39.3M | 0.06% | +112,402+20.0% | Added |
| Capital International Sarl | 686,671 | $39.9M | 1.32% | +80,436+13.3% | Added |
| Great Lakes Advisors, LLC | 688,567 | $40.0M | 0.34% | +6,721+1.0% | Added |
| Prudential Financial Inc | 702,581 | $40.8M | 0.06% | +80,009+12.9% | Added |
| First Trust Advisors LP | 727,958 | $42.3M | 0.04% | −610,962−45.6% | Reduced |
| Standard Life Aberdeen plc | 734,473 | $42.7M | 0.08% | −17,188−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 939,408 | $43.0M | 0.10% | +17,179+1.9% | Added |
| New York State Teachers Retirement System | 744,571 | $43.3M | 0.09% | −45,745−5.8% | Reduced |
| Mawer Investment Management Ltd. | 816,211 | $47.4M | 0.22% | −236,475−22.5% | Reduced |
| Nordea Investment Management AB | 822,954 | $47.6M | 0.06% | +43,002+5.5% | Added |
| Meitav Dash Investments Ltd | 856,290 | $49.8M | 0.98% | −71,760−7.7% | Reduced |
| Ceredex Value Advisors LLC | 859,200 | $49.9M | 0.87% | +321,150+59.7% | Added |
| Bank of Montreal | 864,560 | $50.1M | 0.03% | −25,840−2.9% | Reduced |
| Great West Life Assurance Co | 903,399 | $52.6M | 0.11% | −99,590−9.9% | Reduced |
| New York State Common Retirement Fund | 906,347 | $52.7M | 0.07% | −2,722−0.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 947,097 | $55.1M | 3.17% | +10,652+1.1% | Added |
| Capital Group Private Client Services, Inc. | 953,115 | $55.4M | 0.57% | −416,240−30.4% | Reduced |
| Ameriprise Financial Inc | 975,575 | $56.7M | 0.02% | +61,610+6.7% | Added |
| Manufacturers Life Insurance Company, The | 1,010,041 | $58.7M | 0.05% | −73,437−6.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,014,514 | $59.0M | 0.21% | −439,597−30.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,016,827 | $59.1M | 0.08% | +124,567+14.0% | Added |
| Ensign Peak Advisors, Inc | 1,017,610 | $59.2M | 0.11% | +804+0.1% | Added |
| Capital International Inc | 1,082,659 | $62.9M | 0.85% | +66,875+6.6% | Added |
| The PNC Financial Services Group, Inc. | 1,082,989 | $63.0M | 0.04% | −30,135−2.7% | Reduced |
| Alliancebernstein L.P. | 1,141,531 | $66.4M | 0.02% | −109,528−8.8% | Reduced |
| HSBC Holdings PLC | 1,142,357 | $66.4M | 0.05% | −146,028−11.3% | Reduced |
| HighTower Advisors, LLC | 1,175,578 | $68.3M | 0.11% | −4,790−0.4% | Reduced |
| APG Asset Management N.V. | 1,335,924 | $71.9M | 0.13% | −38,178−2.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,256,533 | $72.3M | 0.13% | +207,615+19.8% | Added |
| Massachusetts Financial Services Co | 1,278,003 | $74.3M | 0.02% | −83,050−6.1% | Reduced |
| Jane Street Group, LLC | 1,284,260 | $74.7M | 0.10% | +967,404+305.3% | Added |
| Wells Fargo & Company | 1,285,836 | $74.7M | 0.02% | +77,835+6.4% | Added |
| California State Teachers Retirement System | 1,294,672 | $75.3M | 0.10% | −28,155−2.1% | Reduced |
| Credit Suisse AG | 1,346,467 | $78.1M | 0.08% | −539,881−28.6% | Reduced |
| Danske Bank A/S | 1,377,260 | $80.1M | 0.25% | +1,377,260 | New |
| California Public Employees Retirement System | 1,498,463 | $87.1M | 0.06% | −35,126−2.3% | Reduced |
| Russell Investments Group, Ltd. | 1,527,839 | $88.7M | 0.14% | +38,153+2.6% | Added |
| Rhumbline Advisers | 1,550,122 | $90.1M | 0.09% | −22,396−1.4% | Reduced |
| Los Angeles Capital Management LLC | 1,586,408 | $92.2M | 0.31% | +609,071+62.3% | Added |
| Rockefeller Capital Management L.P. | 1,603,089 | $93.2M | 0.27% | −98,425−5.8% | Reduced |
| Bristol Gate Capital Partners Inc. | 1,611,698 | $93.7M | 4.40% | −1,020−0.1% | Reduced |
| Brown Advisory Inc | 1,670,068 | $97.1M | 0.13% | −22,899−1.4% | Reduced |
| Royal Bank of Canada | 1,689,400 | $98.2M | 0.02% | −23,586−1.4% | Reduced |
| National Pension Service | 1,774,733 | $103.2M | 0.12% | +31,437+1.8% | Added |
| Raymond James & Associates | 1,786,931 | $103.9M | 0.07% | +62,503+3.6% | Added |
| UBS Group AG | 1,889,067 | $109.8M | 0.04% | +270,488+16.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,096,938 | $121.9M | 0.08% | −51,469−2.4% | Reduced |
| Deutsche Bank AG | 2,152,395 | $125.1M | 0.06% | −135,837−5.9% | Reduced |
| Barclays PLC | 2,276,972 | $132.4M | 0.06% | +6,454+0.3% | Added |
| Swiss National Bank | 2,420,885 | $140.7M | 0.10% | −198,400−7.6% | Reduced |
| Amundi | 2,720,952 | $145.2M | 0.06% | −78,138−2.8% | Reduced |
| Envestnet Asset Management Inc | 2,558,760 | $148.7M | 0.06% | +26,083+1.0% | Added |
| Qube Research & Technologies Ltd | 2,571,577 | $149.5M | 0.27% | +637,660+33.0% | Added |
| Principal Financial Group Inc | 2,657,414 | $154.5M | 0.09% | −15,668−0.6% | Reduced |
| StonePine Asset Management Inc. | 2,677,677 | $155.7M | 2.48% | −2,074,873−43.7% | Reduced |
| Primecap Management Co | 3,063,142 | $178.1M | 0.13% | −1,274,320−29.4% | Reduced |
| Gates Capital Management, Inc. | 3,121,763 | $181.5M | 5.34% | +60,000+2.0% | Added |
| Invesco Ltd. | 3,491,535 | $203.0M | 0.04% | −591,729−14.5% | Reduced |
| Fiduciary Management Inc | 3,698,967 | $215.0M | 1.91% | −261,743−6.6% | Reduced |
| Burgundy Asset Management Ltd. | 3,785,963 | $220.1M | 2.27% | −25,270−0.7% | Reduced |
| Price T Rowe Associates Inc | 4,033,941 | $234.5M | 0.03% | −10,787,341−72.8% | Reduced |
| Goldman Sachs Group Inc | 4,048,586 | $235.3M | 0.05% | −88,935−2.1% | Reduced |
| Dimensional Fund Advisors LP | 4,151,155 | $241.3M | 0.07% | −405,574−8.9% | Reduced |
| C WorldWide Group Holding A/S | 4,174,269 | $242.7M | 2.77% | −29,631−0.7% | Reduced |
| Victory Capital Management Inc | 4,366,326 | $253.8M | 0.25% | −215,667−4.7% | Reduced |
| Impax Asset Management Group plc | 4,410,205 | $256.4M | 0.98% | +1,103,328+33.4% | Added |
| Bank of America Corp | 4,638,526 | $269.6M | 0.03% | −582,786−11.2% | Reduced |
| Charles Schwab Investment Management Inc | 4,693,859 | $272.8M | 0.06% | +65,470+1.4% | Added |
| Legal & General Group Plc | 5,180,869 | $301.1M | 0.09% | −219,838−4.1% | Reduced |
| UBS Asset Management Americas Inc | 5,232,710 | $304.2M | 0.11% | −58,979−1.1% | Reduced |
| FMR LLC | 5,280,644 | $307.0M | 0.02% | −1,848,952−25.9% | Reduced |
| Pictet Asset Management Holding SA | 5,643,433 | $328.1M | 0.36% | +689,230+13.9% | Added |
| Bank of New York Mellon Corp | 5,963,533 | $346.7M | 0.07% | −262,040−4.2% | Reduced |
| Norges Bank | 7,347,306 | $427.1M | 0.07% | −389,626−5.0% | Reduced |
| Northern Trust Corp | 7,906,279 | $459.6M | 0.08% | −385,390−4.6% | Reduced |