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, Q4 2024
Institutional positions in Carrier Global Corp as of Dec 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
- 1,560
- +33 vs. Q3 2024
- Shares held
- 735.2M
- −13.3M (−1.8%) vs. Q3 2024
- Total value
- $50.2B
- −$9.97B (−16.6%) vs. Q3 2024
- New holders
- 184
- 521 more added
- Sold out
- 151
- 541 more reduced
26 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 1,258,392 | $85.9M | 0.10% | −39,427−3.0% | Reduced |
| Voya Investment Management LLC | 1,260,505 | $86.0M | 0.09% | −1,250,349−49.8% | Reduced |
| California Public Employees Retirement System | 1,307,728 | $89.3M | 0.06% | −102,403−7.3% | Reduced |
| Ensign Peak Advisors, Inc | 1,314,180 | $89.7M | 0.16% | +285,803+27.8% | Added |
| DekaBank Deutsche Girozentrale | 1,336,403 | $94.3M | 0.17% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,366,157 | $94.6M | 0.09% | +127,914+10.3% | Added |
| Barclays PLC | 1,387,696 | $94.7M | 0.05% | −310,652−18.3% | Reduced |
| HSBC Holdings PLC | 1,395,400 | $95.3M | 0.06% | −61,998−4.3% | Reduced |
| New York State Common Retirement Fund | 1,453,508 | $99.2M | 0.13% | +75,949+5.5% | Added |
| Rhumbline Advisers | 1,480,988 | $101.1M | 0.09% | −23,076−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,520,575 | $103.8M | 0.08% | +1,520,575 | New |
| Raymond James Financial Inc | 1,588,528 | $108.4M | 0.04% | +1,588,528 | New |
| Russell Investments Group, Ltd. | 1,748,963 | $119.4M | 0.16% | +280,843+19.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,879,036 | $128.3M | 0.09% | +16,993+0.9% | Added |
| Burgundy Asset Management Ltd. | 1,948,155 | $133.0M | 1.34% | −611,705−23.9% | Reduced |
| National Pension Service | 2,171,233 | $148.2M | 0.14% | +272,494+14.4% | Added |
| Swiss National Bank | 2,295,185 | $156.7M | 0.10% | −111,800−4.6% | Reduced |
| Envestnet Asset Management Inc | 2,346,428 | $160.2M | 0.05% | +126,318+5.7% | Added |
| Primecap Management Co | 2,374,582 | $162.1M | 0.13% | +291,350+14.0% | Added |
| Deutsche Bank AG | 2,400,584 | $163.9M | 0.06% | +280,077+13.2% | Added |
| Artisan Partners Limited Partnership | 2,432,778 | $166.1M | 0.26% | +2,432,778 | New |
| Alliancebernstein L.P. | 2,666,933 | $182.0M | 0.06% | −68,094−2.5% | Reduced |
| Principal Financial Group Inc | 2,667,872 | $182.1M | 0.10% | +105,995+4.1% | Added |
| Gates Capital Management, Inc. | 2,933,063 | $200.2M | 5.89% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,941,345 | $200.8M | 0.04% | +405,976+16.0% | Added |
| Price T Rowe Associates Inc | 3,066,802 | $209.3M | 0.02% | −1,753,219−36.4% | Reduced |
| Schroder Investment Management Group | 3,133,762 | $213.9M | 0.20% | −537,514−14.6% | Reduced |
| Fiduciary Management Inc | 3,223,256 | $220.0M | 2.05% | −182,039−5.3% | Reduced |
| UBS Group AG | 3,463,065 | $236.4M | 0.05% | +1,501,408+76.5% | Added |
| Impax Asset Management Group plc | 3,501,376 | $239.0M | 1.08% | −300,570−7.9% | Reduced |
| Victory Capital Management Inc | 3,655,080 | $249.5M | 0.25% | −442,846−10.8% | Reduced |
| Amundi | 3,711,265 | $254.0M | 0.09% | +43,748+1.2% | Added |
| C WorldWide Group Holding A/S | 3,782,246 | $258.2M | 3.15% | −312,851−7.6% | Reduced |
| Bank of America Corp | 4,192,240 | $286.2M | 0.03% | −401,664−8.7% | Reduced |
| StonePine Asset Management Inc. | 4,205,847 | $287.1M | 2.69% | +98,751+2.4% | Added |
| Legal & General Group Plc | 4,656,587 | $317.9M | 0.08% | −203,263−4.2% | Reduced |
| Dimensional Fund Advisors LP | 4,736,148 | $323.3M | 0.08% | +382,670+8.8% | Added |
| Charles Schwab Investment Management Inc | 4,837,382 | $330.2M | 0.06% | +92,975+2.0% | Added |
| Invesco Ltd. | 5,057,148 | $345.2M | 0.06% | +1,453,247+40.3% | Added |
| Brown Advisory Inc | 5,296,577 | $361.5M | 0.46% | +3,080,984+139.1% | Added |
| Goldman Sachs Group Inc | 5,429,194 | $370.6M | 0.07% | +1,064,253+24.4% | Added |
| Bank of New York Mellon Corp | 5,615,952 | $383.3M | 0.07% | −68,710−1.2% | Reduced |
| Pictet Asset Management Holding SA | 6,080,842 | $415.1M | 0.45% | +126,174+2.1% | Added |
| UBS Asset Management Americas Inc | 6,930,061 | $473.0M | 0.11% | +936,892+15.6% | Added |
| Fiera Capital Corp | 7,227,508 | $493.3M | 1.55% | −350,404−4.6% | Reduced |
| FMR LLC | 7,884,392 | $538.2M | 0.03% | −844,681−9.7% | Reduced |
| Norges Bank | 8,614,554 | $588.0M | 0.08% | +385,619+4.7% | Added |
| Northern Trust Corp | 8,847,377 | $603.9M | 0.09% | +1,266,137+16.7% | Added |
| Nuveen Asset Management, LLC | 9,824,367 | $670.6M | 0.19% | −1,862,561−15.9% | Reduced |
| Morgan Stanley | 13,285,645 | $906.9M | 0.06% | +2,522,360+23.4% | Added |
| Dodge & Cox | 14,305,840 | $976.5M | 0.57% | −40,659−0.3% | Reduced |
| Fisher Asset Management, LLC | 14,313,331 | $977.0M | 0.39% | +46,222+0.3% | Added |
| Geode Capital Management, LLC | 17,357,770 | $1.18B | 0.09% | +420,081+2.5% | Added |
| JPMorgan Chase & Co | 26,457,940 | $1.81B | 0.14% | −2,375,456−8.2% | Reduced |
| State Street Corp | 33,964,309 | $2.33B | 0.09% | +298,804+0.9% | Added |
| Capital World Investors | 44,813,522 | $3.06B | 0.46% | −2,696,104−5.7% | Reduced |
| BlackRock, Inc. | 55,325,066 | $3.78B | 0.08% | +2,215,343+4.2% | Added |
| Capital International Investors | 74,815,929 | $5.11B | 0.96% | −9,913,189−11.7% | Reduced |
| Capital Research Global Investors | 75,499,505 | $5.15B | 1.06% | −19,710,212−20.7% | Reduced |
| Vanguard Group Inc | 95,312,994 | $6.51B | 0.11% | +108,017+0.1% | Added |
| JDM Financial Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −125,251−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −119,153−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −114,834−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −93,749−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −61,834−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −45,577−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −42,048−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −40,459−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −33,032−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −27,376−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −27,300−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −24,857−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −21,836−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −21,420−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −20,870−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Canal Insurance CO | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,858−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,259−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,047−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −7,372−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,802−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,441−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −6,044−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −5,952−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −5,638−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −5,498−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,580−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,440−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −4,215−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −4,126−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |