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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 8,836,399 | $513.7M | 1.50% | −408,498−4.4% | Reduced |
| Nuveen Asset Management, LLC | 13,440,646 | $781.3M | 0.23% | +758,965+6.0% | Added |
| Fisher Asset Management, LLC | 13,680,380 | $795.2M | 0.37% | +373,149+2.8% | Added |
| Morgan Stanley | 13,729,809 | $798.1M | 0.06% | +4,133,781+43.1% | Added |
| Dodge & Cox | 14,381,701 | $836.0M | 0.48% | −43,055−0.3% | Reduced |
| Geode Capital Management, LLC | 18,973,840 | $1.10B | 0.10% | +511,113+2.8% | Added |
| JPMorgan Chase & Co | 23,098,687 | $1.34B | 0.12% | +17,021,768+280.1% | Added |
| State Street Corp | 33,289,052 | $1.94B | 0.09% | −48,039−0.1% | Reduced |
| Capital World Investors | 56,458,087 | $3.28B | 0.54% | −7,674,061−12.0% | Reduced |
| BlackRock Inc. | 57,308,830 | $3.33B | 0.08% | −3,421,239−5.6% | Reduced |
| Capital International Investors | 84,827,130 | $4.93B | 1.00% | +3,763,666+4.6% | Added |
| Capital Research Global Investors | 92,329,822 | $5.37B | 1.21% | −500,085−0.5% | Reduced |
| Vanguard Group Inc | 94,289,980 | $5.48B | 0.11% | +466,829+0.5% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,540,468−100.0% | Sold out |
| Trybe Capital Management LP | 0 | $0 | 0.00% | −270,844−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −207,170−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −186,258−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −87,389−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −82,048−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −69,300−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −68,210−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −64,562−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −58,502−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −51,065−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −45,318−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −31,145−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −30,252−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −28,870−100.0% | Sold out |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −26,718−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −22,857−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −21,573−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −20,846−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −19,297−100.0% | Sold out |
| Trellis Wealth Advisors LLC | 0 | $0 | 0.00% | −15,576−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −13,965−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −11,249−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −10,295−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,628−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −8,523−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,493−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −8,019−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −7,761−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −7,420−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −7,162−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −6,983−100.0% | Sold out |
| Papp L Roy & Associates | 0 | $0 | 0.00% | −6,940−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −6,789−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,626−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −6,454−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −6,616−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −6,399−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −6,220−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −6,159−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −5,941−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −5,845−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,392−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,342−100.0% | Sold out |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| Legacy Trust | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −4,567−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −4,448−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −4,344−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −4,178−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −4,146−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| PBMares Wealth Management LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Baxter Bros Inc | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,213−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,104−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −1,867−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Advantage Trust Co | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −170−100.0% | Sold out |