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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 541,250 | $31.5M | 0.14% | −315,626−36.8% | Reduced |
| Delta Asset Management LLC | 537,530 | $31.2M | 2.76% | −2,303−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 534,566 | $31.1M | 0.56% | +16,706+3.2% | Added |
| Baird Financial Group, Inc. | 515,920 | $30.0M | 0.06% | −31,979−5.8% | Reduced |
| iA Global Asset Management Inc. | 500,400 | $29.1M | 0.60% | −140,248−21.9% | Reduced |
| Asset Management One Co.,Ltd. | 495,915 | $28.8M | 0.11% | +6,512+1.3% | Added |
| State of Wisconsin Investment Board | 482,953 | $28.1M | 0.07% | −10,902−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 480,438 | $27.9M | 0.07% | −5,118−1.1% | Reduced |
| Glenmede Trust Co NA | 476,046 | $27.7M | 0.14% | −42,954−8.3% | Reduced |
| Waratah Capital Advisors Ltd. | 467,173 | $27.2M | 1.39% | +334,049+250.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 466,205 | $27.1M | 0.09% | −6,184−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 460,594 | $26.8M | 0.08% | −4,884−1.0% | Reduced |
| Becker Capital Management Inc | 435,104 | $25.3M | 0.87% | +8,472+2.0% | Added |
| Creative Planning | 434,676 | $25.3M | 0.03% | +1,564+0.4% | Added |
| Gabelli Funds LLC | 432,652 | $25.2M | 0.19% | +182,232+72.8% | Added |
| Voya Investment Management LLC | 426,874 | $24.8M | 0.02% | +125,559+41.7% | Added |
| Swedbank AB | 423,198 | $24.6M | 0.03% | −600−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 409,912 | $23.8M | 0.05% | −43,833−9.7% | Reduced |
| Northwest & Ethical Investments L.P. | 408,357 | $23.7M | 0.68% | +127,247+45.3% | Added |
| Korea Investment CORP | 392,263 | $22.8M | 0.06% | −35,780−8.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 390,272 | $22.7M | 0.06% | +130,192+50.1% | Added |
| National Bank of Canada | 341,221 | $22.3M | 0.04% | +3,099+0.9% | Added |
| Renaissance Technologies LLC | 375,400 | $21.8M | 0.03% | +375,400 | New |
| Treasurer of the State of North Carolina | 372,299 | $21.6M | 0.09% | +2,550+0.7% | Added |
| Royal London Asset Management Ltd | 367,976 | $21.4M | 0.05% | +20,580+5.9% | Added |
| Professional Advisory Services Inc | 366,536 | $21.3M | 2.89% | +2,021+0.6% | Added |
| Comerica Bank | 362,870 | $21.1M | 0.09% | −7,242−2.0% | Reduced |
| Gateway Investment Advisers LLC | 362,518 | $21.1M | 0.24% | −190−0.1% | Reduced |
| Boston Common Asset Management, LLC | 355,588 | $20.7M | 0.49% | −56,851−13.8% | Reduced |
| Advisor Group Holdings, Inc. | 354,324 | $20.6M | 0.05% | −39,247−10.0% | Reduced |
| Commonwealth Equity Services, LLC | 349,491 | $20.3M | 0.03% | −1,329−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 344,538 | $20.0M | 0.04% | +344,538 | New |
| Formuepleje A/S | 335,408 | $19.5M | 1.10% | +162,732+94.2% | Added |
| Scout Investments, Inc. | 339,573 | $19.5M | 0.48% | −41,725−10.9% | Reduced |
| Tocqueville Asset Management L.P. | 333,290 | $19.4M | 0.32% | −1,900−0.6% | Reduced |
| STRS Ohio | 330,512 | $19.2M | 0.08% | +52,139+18.7% | Added |
| Public Employees Retirement System of Ohio | 329,996 | $19.2M | 0.08% | −34,302−9.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 326,800 | $19.0M | 0.14% | −67,600−17.1% | Reduced |
| TD Asset Management Inc | 326,740 | $19.0M | 0.02% | +2,270+0.7% | Added |
| Ofi Invest Asset Management | 346,436 | $18.6M | 0.51% | +345,912+66,013.7% | Added |
| Bradley Foster & Sargent Inc | 316,778 | $18.4M | 0.33% | +437+0.1% | Added |
| Raub Brock Capital Management LP | 313,269 | $18.2M | 3.86% | −17,990−5.4% | Reduced |
| US Bancorp | 305,645 | $17.8M | 0.02% | −8,476−2.7% | Reduced |
| Canada Pension Plan Investment Board | 305,497 | $17.8M | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 301,726 | $17.5M | 0.02% | +229,428+317.3% | Added |
| Calamos Advisors LLC | 301,278 | $17.5M | 0.09% | −7,578−2.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 297,433 | $17.3M | 2.15% | +2,273+0.8% | Added |
| Janus Henderson Group PLC | 294,437 | $17.1M | 0.01% | +65,796+28.8% | Added |
| M&T Bank Corp | 291,705 | $17.0M | 0.06% | −7,060−2.4% | Reduced |
| Baker Chad R | 275,775 | $16.0M | 3.41% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 273,996 | $15.9M | 0.09% | +273,996 | New |
| Prospector Partners LLC | 271,965 | $15.8M | 1.83% | +4,140+1.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 268,500 | $15.6M | 0.06% | +268,500 | New |
| Toronto Dominion Bank | 259,525 | $15.1M | 0.02% | −18,566−6.7% | Reduced |
| Macquarie Group Ltd | 256,203 | $14.9M | 0.02% | −2,646−1.0% | Reduced |
| Susquehanna International Group, LLP | 251,700 | $14.6M | 0.02% | −305,456−54.8% | Reduced |
| DnB Asset Management AS | 244,654 | $14.2M | 0.07% | −23,230−8.7% | Reduced |
| Westchester Capital Management, LLC | 239,700 | $13.9M | 0.59% | −10,000−4.0% | Reduced |
| SEI Investments Co | 238,181 | $13.8M | 0.02% | +1,519+0.6% | Added |
| Nisa Investment Advisors, LLC | 237,813 | $13.8M | 0.09% | +706+0.3% | Added |
| Assetmark, Inc | 235,562 | $13.7M | 0.04% | +42,862+22.2% | Added |
| Highland Capital Management, LLC | 235,256 | $13.7M | 0.79% | −1,109−0.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $13.7M | 0.13% | 00.0% | Unchanged |
| Arizona State Retirement System | 231,974 | $13.5M | 0.09% | −3,689−1.6% | Reduced |
| Davis Selected Advisers | 229,695 | $13.4M | 0.07% | −284,955−55.4% | Reduced |
| State of Michigan Retirement System | 228,925 | $13.3M | 0.07% | −800−0.3% | Reduced |
| AMF Pensionsforsakring AB | 228,676 | $13.3M | 0.10% | −25,251−9.9% | Reduced |
| Mariner, LLC | 226,852 | $13.2M | 0.03% | +4,898+2.2% | Added |
| American International Group, Inc. | 222,367 | $12.9M | 0.05% | −2,424−1.1% | Reduced |
| Franklin Resources Inc | 222,032 | $12.9M | 0.00% | −500−0.2% | Reduced |
| Twinbeech Capital LP | 218,891 | $12.7M | 0.26% | +167,082+322.5% | Added |
| Nomura Asset Management Co Ltd | 218,425 | $12.7M | 0.05% | −2,125−1.0% | Reduced |
| Varma Mutual Pension Insurance Co | 213,114 | $12.4M | 0.11% | +128,100+150.7% | Added |
| Canoe Financial LP | 201,350 | $11.7M | 0.19% | +201,350 | New |
| Natixis Advisors, L.P. | 197,132 | $11.5M | 0.03% | −11,427−5.5% | Reduced |
| MetLife Investment Management | 195,572 | $11.4M | 0.08% | −7,994−3.9% | Reduced |
| Allianz Asset Management GmbH | 193,593 | $11.3M | 0.02% | −327,438−62.8% | Reduced |
| Swiss Life Asset Management Ltd | 192,281 | $11.2M | 0.16% | −134,632−41.2% | Reduced |
| Graham Capital Management, L.P. | 190,833 | $11.1M | 0.32% | +126,404+196.2% | Added |
| IFM Investors Pty Ltd | 189,913 | $11.0M | 0.12% | +348+0.2% | Added |
| Man Group plc | 188,597 | $11.0M | 0.03% | −92,307−32.9% | Reduced |
| MML Investors Services, LLC | 186,560 | $10.8M | 0.04% | +3,373+1.8% | Added |
| Retirement Systems of Alabama | 184,401 | $10.7M | 0.04% | −518−0.3% | Reduced |
| Neuberger Berman Group LLC | 183,586 | $10.7M | 0.01% | −15,077−7.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 183,412 | $10.7M | 0.07% | −328−0.2% | Reduced |
| Segment Wealth Management, LLC | 181,328 | $10.5M | 0.80% | +8,344+4.8% | Added |
| Forsta Ap-Fonden | 176,600 | $10.3M | 0.09% | −128,800−42.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 175,592 | $10.2M | 0.32% | +31,558+21.9% | Added |
| Amalgamated Bank | 173,212 | $10.1M | 0.09% | −46,607−21.2% | Reduced |
| Texas Permanent School Fund | 172,701 | $10.0M | 0.08% | −536−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 171,045 | $9.94M | 0.10% | +49,682+40.9% | Added |
| Peapack Gladstone Financial Corp | 168,001 | $9.76M | 0.15% | +2,713+1.6% | Added |
| Cutler Investment Counsel LLC | 163,973 | $9.53M | 1.28% | +1,465+0.9% | Added |
| State of Tennessee, Treasury Department | 163,643 | $9.51M | 0.04% | −140,086−46.1% | Reduced |
| Cetera Investment Advisers | 162,952 | $9.47M | 0.02% | +116,453+250.4% | Added |
| Welch & Forbes LLC | 161,680 | $9.40M | 0.13% | −21,414−11.7% | Reduced |
| Janney Montgomery Scott LLC | 161,601 | $9.39M | 0.03% | +6,553+4.2% | Added |
| Keybank National Association | 160,569 | $9.33M | 0.04% | −3,374−2.1% | Reduced |
| Windward Capital Management Co | 157,934 | $9.18M | 0.77% | −2,967−1.8% | Reduced |
| M. Kraus & Co | 154,619 | $8.99M | 2.73% | +523+0.3% | Added |