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 |
|---|---|---|---|---|---|
| Waratah Capital Advisors Ltd. | 530,572 | $36.2M | 2.03% | +103,029+24.1% | Added |
| Mackenzie Financial Corp | 527,146 | $36.0M | 0.05% | −61,850−10.5% | Reduced |
| STRS Ohio | 524,923 | $35.8M | 0.14% | +126,646+31.8% | Added |
| APG Asset Management N.V. | 529,897 | $34.9M | 0.10% | +529,897 | New |
| Delta Asset Management LLC | 510,524 | $34.8M | 3.12% | −9,503−1.8% | Reduced |
| Korea Investment CORP | 498,385 | $34.0M | 0.08% | +151,770+43.8% | Added |
| Mawer Investment Management Ltd. | 497,405 | $34.0M | 0.15% | −61,293−11.0% | Reduced |
| Manufacturers Life Insurance Company, The | 495,207 | $33.8M | 0.03% | −7,108−1.4% | Reduced |
| Capital International Ltd | 487,996 | $33.3M | 1.36% | −34,310−6.6% | Reduced |
| iA Global Asset Management Inc. | 485,998 | $33.2M | 0.58% | −48,000−9.0% | Reduced |
| Asset Management One Co.,Ltd. | 475,850 | $32.8M | 0.11% | +8,746+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 477,158 | $32.6M | 0.06% | +1,798+0.4% | Added |
| State of Wisconsin Investment Board | 470,171 | $32.1M | 0.08% | −47,415−9.2% | Reduced |
| CI Private Wealth, LLC | 474,834 | $32.0M | 0.05% | +12,899+2.8% | Added |
| Prudential Financial Inc | 451,785 | $30.8M | 0.04% | −74,293−14.1% | Reduced |
| Creative Planning | 450,016 | $30.7M | 0.03% | −15,210−3.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 447,708 | $30.6M | 0.06% | +447,708 | New |
| Meitav Dash Investments Ltd | 444,820 | $30.4M | 0.51% | +137,535+44.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 441,956 | $30.2M | 0.09% | −12,295−2.7% | Reduced |
| J. Safra Sarasin Holding AG | 407,412 | $27.8M | 0.47% | +40,002+10.9% | Added |
| Swedbank AB | 403,798 | $27.6M | 0.03% | −5,300−1.3% | Reduced |
| Danske Bank A/S | 401,008 | $27.4M | 0.08% | +74,033+22.6% | Added |
| Becker Capital Management Inc | 396,246 | $27.1M | 0.89% | −18,831−4.5% | Reduced |
| Baird Financial Group, Inc. | 390,873 | $26.7M | 0.05% | −19,804−4.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 389,472 | $26.6M | 0.08% | +7,370+1.9% | Added |
| National Bank of Canada | 382,583 | $26.1M | 0.03% | −163,283−29.9% | Reduced |
| Royal London Asset Management Ltd | 373,079 | $25.5M | 0.06% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 369,016 | $25.2M | 0.10% | −6,930−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 364,326 | $24.9M | 0.09% | −16,529−4.3% | Reduced |
| Stifel Financial Corp | 363,027 | $24.8M | 0.03% | −12,484−3.3% | Reduced |
| Gateway Investment Advisers LLC | 361,570 | $24.7M | 0.27% | −400−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 358,678 | $24.5M | 0.06% | −15,302−4.1% | Reduced |
| TD Asset Management Inc | 348,993 | $23.8M | 0.02% | +10,883+3.2% | Added |
| Tocqueville Asset Management L.P. | 340,840 | $23.3M | 0.36% | +30,550+9.8% | Added |
| State of Tennessee, Treasury Department | 339,208 | $23.2M | 0.08% | −14,375−4.1% | Reduced |
| Storebrand Asset Management AS | 335,227 | $22.9M | 0.07% | +244,743+270.5% | Added |
| US Bancorp | 332,319 | $22.7M | 0.03% | +2,064+0.6% | Added |
| Commonwealth Equity Services, LLC | 332,043 | $22.7M | 0.03% | −1,673−0.5% | Reduced |
| Assetmark, Inc | 330,537 | $22.6M | 0.06% | +32,871+11.0% | Added |
| Northwest & Ethical Investments L.P. | 328,877 | $22.4M | 0.61% | −27,430−7.7% | Reduced |
| Hemenway Trust Co LLC | 328,789 | $22.4M | 1.82% | +40,766+14.2% | Added |
| Susquehanna International Group, LLP | 325,964 | $22.3M | 0.03% | +99,775+44.1% | Added |
| Adams Diversified Equity Fund, Inc. | 325,200 | $22.2M | 0.84% | +150,700+86.4% | Added |
| Comerica Bank | 324,813 | $22.2M | 0.09% | −33,899−9.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 317,700 | $21.7M | 0.15% | +6,100+2.0% | Added |
| Gabelli Funds LLC | 315,046 | $21.5M | 0.16% | −1,700−0.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 312,987 | $21.4M | 0.26% | +10,496+3.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 311,269 | $21.2M | 0.05% | +15,051+5.1% | Added |
| Credit Agricole S A | 310,559 | $21.2M | 0.07% | +193,197+164.6% | Added |
| Gillespie Robinson & Grimm Inc | 307,003 | $21.0M | 1.64% | +66,204+27.5% | Added |
| Bradley Foster & Sargent Inc | 306,286 | $20.9M | 0.35% | +30.0% | Added |
| Boston Common Asset Management, LLC | 306,196 | $20.9M | 0.61% | +1,022+0.3% | Added |
| M&T Bank Corp | 306,051 | $20.9M | 0.07% | −5,402−1.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 305,715 | $20.9M | 2.36% | −4,364−1.4% | Reduced |
| Man Group plc | 302,136 | $20.6M | 0.06% | +226,314+298.5% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 300,018 | $20.5M | 1.62% | +89,689+42.6% | Added |
| Swiss Life Asset Management Ltd | 299,197 | $20.4M | 0.15% | +91,467+44.0% | Added |
| Professional Advisory Services Inc | 295,627 | $20.2M | 2.79% | +11,585+4.1% | Added |
| State of New Jersey Common Pension Fund D | 295,560 | $20.2M | 0.08% | 00.0% | Unchanged |
| Toronto Dominion Bank | 290,671 | $19.8M | 0.04% | +683+0.2% | Added |
| KLP Kapitalforvaltning AS | 288,285 | $19.7M | 0.09% | +288,285 | New |
| Neuberger Berman Group LLC | 288,988 | $19.7M | 0.02% | −361,257−55.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 285,598 | $19.5M | 0.03% | −384,998−57.4% | Reduced |
| Calamos Advisors LLC | 283,707 | $19.4M | 0.09% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 279,577 | $19.1M | 0.20% | +132,749+90.4% | Added |
| Prospector Partners LLC | 275,470 | $18.8M | 2.13% | +675+0.2% | Added |
| Baker Chad R | 271,485 | $18.5M | 3.63% | −225−0.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 270,719 | $18.5M | 0.10% | +270,719 | New |
| Squarepoint Ops LLC | 269,141 | $18.4M | 0.05% | +246,538+1,090.7% | Added |
| Raub Brock Capital Management LP | 262,124 | $17.9M | 3.80% | −24,269−8.5% | Reduced |
| Natixis Advisors, L.P. | 245,598 | $16.8M | 0.03% | −34,548−12.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 243,828 | $16.7M | 0.10% | −11,486−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 242,675 | $16.6M | 0.06% | +1,222+0.5% | Added |
| Segall Bryant & Hamill, LLC | 241,805 | $16.5M | 0.23% | −5,426−2.2% | Reduced |
| Nomura Asset Management Co Ltd | 239,956 | $16.4M | 0.05% | +968+0.4% | Added |
| AdviceOne Advisory Services, LLC | 236,818 | $16.2M | 14.34% | +236,818 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $16.0M | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 246,590 | $16.0M | 0.04% | +211+0.1% | Added |
| Arizona State Retirement System | 233,204 | $15.9M | 0.10% | +696+0.3% | Added |
| Mariner, LLC | 231,741 | $15.8M | 0.03% | +763+0.3% | Added |
| State of Michigan Retirement System | 226,425 | $15.5M | 0.08% | −2,200−1.0% | Reduced |
| Highland Capital Management, LLC | 226,340 | $15.4M | 0.88% | −10,108−4.3% | Reduced |
| Vident Advisory, LLC | 224,637 | $15.3M | 0.27% | +211,033+1,551.3% | Added |
| Franklin Resources Inc | 222,634 | $15.2M | 0.00% | −1,689−0.8% | Reduced |
| Strategic Wealth Designers | 85,650 | $15.2M | 0.97% | +85,650 | New |
| MetLife Investment Management | 220,933 | $15.1M | 0.08% | +2,637+1.2% | Added |
| DnB Asset Management AS | 212,678 | $14.5M | 0.06% | +3,951+1.9% | Added |
| AMF Pensionsforsakring AB | 211,753 | $14.5M | 0.10% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 209,785 | $14.3M | 0.05% | −58,600−21.8% | Reduced |
| M&G Plc | 209,323 | $14.2M | 0.09% | +209,323 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 205,646 | $14.0M | 0.38% | +7,103+3.6% | Added |
| Corebridge Financial, Inc. | 198,445 | $13.5M | 0.07% | −6,374−3.1% | Reduced |
| Canoe Financial LP | 198,103 | $13.5M | 0.22% | −3,247−1.6% | Reduced |
| Varma Mutual Pension Insurance Co | 195,209 | $13.3M | 0.10% | −23,900−10.9% | Reduced |
| Engineers Gate Manager LP | 188,254 | $12.9M | 0.22% | +176,940+1,563.9% | Added |
| UBS Oconnor LLC | 187,000 | $12.8M | 0.32% | +187,000 | New |
| Segment Wealth Management, LLC | 184,021 | $12.6M | 0.86% | +365+0.2% | Added |
| Wellington Management Group LLP | 181,661 | $12.4M | 0.00% | +136,597+303.1% | Added |
| Czech National Bank | 180,919 | $12.3M | 0.11% | +9,892+5.8% | Added |
| Retirement Systems of Alabama | 180,660 | $12.3M | 0.05% | −4,121−2.2% | Reduced |