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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 76,917 | $4.47M | 0.03% | −12,827−14.3% | Reduced |
| Stephens Inc | 76,841 | $4.47M | 0.07% | +1,162+1.5% | Added |
| Magnetar Financial LLC | 76,433 | $4.44M | 0.10% | +76,433 | New |
| Family Capital Trust Co | 76,014 | $4.42M | 1.52% | −4,812−6.0% | Reduced |
| IFP Advisors, Inc | 75,880 | $4.41M | 0.19% | +486+0.6% | Added |
| Clearbridge Investments, LLC | 75,282 | $4.38M | 0.00% | −200−0.3% | Reduced |
| Crescent Grove Advisors, LLC | 74,771 | $4.35M | 0.45% | +74,771 | New |
| Farmers & Merchants Investments Inc | 74,762 | $4.35M | 0.15% | +997+1.4% | Added |
| Toroso Investments, LLC | 74,616 | $4.34M | 0.07% | −22,474−23.1% | Reduced |
| Parsons Capital Management Inc | 74,311 | $4.32M | 0.30% | −1,215−1.6% | Reduced |
| Elo Mutual Pension Insurance Co | 73,819 | $4.29M | 0.10% | +689+0.9% | Added |
| AQR Capital Management LLC | 73,814 | $4.25M | 0.01% | −115,712−61.1% | Reduced |
| Olstein Capital Management, L.P. | 73,000 | $4.24M | 0.69% | −1,000−1.4% | Reduced |
| ING Groep NV | 72,886 | $4.24M | 0.03% | +63,618+686.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 72,640 | $4.22M | 0.18% | −234−0.3% | Reduced |
| Polar Capital Holdings Plc | 72,000 | $4.19M | 0.03% | +15,000+26.3% | Added |
| Oregon Public Employees Retirement Fund | 71,388 | $4.15M | 0.08% | −26,583−27.1% | Reduced |
| Snowden Capital Advisors LLC | 70,427 | $4.09M | 0.13% | +1,127+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 71,071 | $4.09M | 0.05% | +43,623+158.9% | Added |
| Rafferty Asset Management, LLC | 69,477 | $4.04M | 0.02% | −894−1.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 69,438 | $4.04M | 0.30% | −5,518−7.4% | Reduced |
| Gulf International Bank (UK) Ltd | 69,001 | $4.01M | 0.10% | +440+0.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 68,684 | $3.99M | 0.69% | +12,379+22.0% | Added |
| Legacy CG, LLC | 68,649 | $3.99M | 1.45% | +68,649 | New |
| Teachers Retirement System of the State of Kentucky | 68,518 | $3.98M | 0.04% | −3,671−5.1% | Reduced |
| Stratos Wealth Partners, LTD. | 66,966 | $3.89M | 0.06% | −39−0.1% | Reduced |
| Patten Group, Inc. | 66,859 | $3.89M | 0.96% | −398−0.6% | Reduced |
| Edgestream Partners, L.P. | 66,842 | $3.89M | 0.19% | +23,021+52.5% | Added |
| Richard Bernstein Advisors LLC | 66,032 | $3.84M | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 65,573 | $3.81M | 0.07% | −17,355−20.9% | Reduced |
| Circle Wealth Management, LLC | 65,569 | $3.81M | 0.09% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 64,265 | $3.74M | 0.03% | +1,286+2.0% | Added |
| USS Investment Management Ltd | 63,982 | $3.72M | 0.03% | −151,478−70.3% | Reduced |
| CWM, LLC | 63,950 | $3.72M | 0.02% | +2,759+4.5% | Added |
| Cohen Capital Management, Inc. | 63,834 | $3.71M | 0.65% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 63,449 | $3.69M | 0.11% | −3,684−5.5% | Reduced |
| Banque Cantonale Vaudoise | 63,412 | $3.69M | 0.14% | +30,320+91.6% | Added |
| Canandaigua National Bank & Trust Co | 62,389 | $3.63M | 0.53% | −212−0.3% | Reduced |
| Assenagon Asset Management S.A. | 62,247 | $3.62M | 0.01% | −3,789−5.7% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 61,725 | $3.59M | 3.17% | +25,508+70.4% | Added |
| Gotham Asset Management, LLC | 60,977 | $3.54M | 0.05% | −64,218−51.3% | Reduced |
| Harmony Asset Management LLC | 60,757 | $3.53M | 1.46% | +4,960+8.9% | Added |
| Brookfield Asset Management Inc. | 60,410 | $3.51M | 0.02% | +60,410 | New |
| Maryland State Retirement & Pension System | 64,833 | $3.49M | 0.07% | 00.0% | Unchanged |
| Nomura Holdings Inc | 59,939 | $3.48M | 0.03% | +43,007+254.0% | Added |
| American Century Companies Inc | 59,779 | $3.47M | 0.00% | +5,149+9.4% | Added |
| Cresset Asset Management, LLC | 59,553 | $3.46M | 0.02% | +3,568+6.4% | Added |
| Synovus Financial Corp | 59,416 | $3.45M | 0.04% | +230+0.4% | Added |
| Tower View Investment Management & Research LLC | 59,278 | $3.45M | 2.02% | +670+1.1% | Added |
| Pacer Advisors, Inc. | 59,263 | $3.44M | 0.01% | −13,600−18.7% | Reduced |
| JB Capital LLC | 58,692 | $3.41M | 0.23% | −515−0.9% | Reduced |
| Atria Investments LLC | 58,686 | $3.41M | 0.05% | +17,238+41.6% | Added |
| QRG Capital Management, Inc. | 58,291 | $3.39M | 0.04% | +3,295+6.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 57,824 | $3.36M | 0.08% | 00.0% | Unchanged |
| LRI Investments, LLC | 57,409 | $3.34M | 0.84% | +57,409 | New |
| Cohen Klingenstein LLC | 57,282 | $3.33M | 0.12% | −698−1.2% | Reduced |
| Brown Brothers Harriman & Co | 57,127 | $3.32M | 0.03% | −1,345−2.3% | Reduced |
| LSV Asset Management | 56,800 | $3.30M | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 56,767 | $3.30M | 0.03% | +438+0.8% | Added |
| NBT Bank N A | 56,511 | $3.28M | 0.24% | −2,102−3.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 55,988 | $3.25M | 0.07% | +571+1.0% | Added |
| Delta Capital Management LLC | 55,985 | $3.25M | 2.15% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 54,815 | $3.19M | 0.05% | −3,006−5.2% | Reduced |
| Storebrand Asset Management AS | 54,344 | $3.16M | 0.01% | −3,846−6.6% | Reduced |
| Hartford Investment Management Co | 53,940 | $3.14M | 0.11% | −2,540−4.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53,816 | $3.13M | 0.00% | −26,071−32.6% | Reduced |
| AMG National Trust Bank | 53,625 | $3.12M | 0.09% | −8,835−14.1% | Reduced |
| FIL Ltd | 52,698 | $3.06M | 0.00% | +3,695+7.5% | Added |
| Westport Asset Management Inc | 52,400 | $3.05M | 1.52% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 49,782 | $2.89M | 0.10% | −40−0.1% | Reduced |
| Somerville Kurt F | 49,580 | $2.88M | 0.49% | +49,580 | New |
| Credit Agricole S A | 53,734 | $2.87M | 0.05% | +27,595+105.6% | Added |
| Securian Asset Management, Inc | 49,209 | $2.86M | 0.08% | −3,928−7.4% | Reduced |
| Cacti Asset Management LLC | 43,490 | $2.86M | 0.23% | −3,102−6.7% | Reduced |
| Bleakley Financial Group, LLC | 49,069 | $2.85M | 0.08% | +3,820+8.4% | Added |
| Simplicity Wealth,LLC | 48,972 | $2.85M | 0.07% | +48,972 | New |
| Louisiana State Employees Retirement System | 48,600 | $2.83M | 0.05% | −2,100−4.1% | Reduced |
| Beacon Pointe Advisors, LLC | 47,968 | $2.79M | 0.03% | +1,571+3.4% | Added |
| Silvercrest Asset Management Group LLC | 47,792 | $2.78M | 0.02% | +1,761+3.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 48,749 | $2.77M | 0.01% | −28,591−37.0% | Reduced |
| Prio Wealth Limited Partnership | 47,406 | $2.76M | 0.08% | −4,528−8.7% | Reduced |
| Siemens Fonds Invest GmbH | 47,159 | $2.74M | 0.21% | −469−1.0% | Reduced |
| Argent Trust Co | 46,744 | $2.72M | 0.12% | +289+0.6% | Added |
| YHB Investment Advisors, Inc. | 46,628 | $2.71M | 0.24% | +1,015+2.2% | Added |
| North Star Investment Management Corp. | 46,300 | $2.69M | 0.19% | +1,985+4.5% | Added |
| Wesbanco Bank Inc | 45,995 | $2.67M | 0.10% | −46−0.1% | Reduced |
| Empowered Funds, LLC | 45,760 | $2.66M | 0.05% | +3,100+7.3% | Added |
| Connectus Wealth, LLC | 45,300 | $2.64M | 0.07% | −12,516−21.6% | Reduced |
| Venture Visionary Partners LLC | 45,173 | $2.63M | 0.12% | +33,458+285.6% | Added |
| Sargent Investment Group, LLC | 44,189 | $2.57M | 0.56% | −1,600−3.5% | Reduced |
| Brasada Capital Management, LP | 43,876 | $2.55M | 0.46% | −4,899−10.0% | Reduced |
| Mandatum Life Insurance Co Ltd | 43,425 | $2.52M | 0.84% | −748−1.7% | Reduced |
| Change Path, LLC | 42,955 | $2.50M | 0.10% | +7,240+20.3% | Added |
| Ieq Capital, LLC | 42,891 | $2.49M | 0.04% | +3,672+9.4% | Added |
| Andra AP-fonden | 42,562 | $2.47M | 0.04% | −69,600−62.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,531 | $2.47M | 0.03% | +7,422+21.1% | Added |
| New Mexico Educational Retirement Board | 42,317 | $2.46M | 0.09% | −1,100−2.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 42,234 | $2.46M | 0.07% | −567−1.3% | Reduced |
| Bensler, LLC | 41,376 | $2.41M | 0.35% | −389−0.9% | Reduced |
| ClariVest Asset Management LLC | 41,244 | $2.40M | 0.25% | −96,970−70.2% | Reduced |