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Livermore
ZHEN

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 2022

Institutional positions in Carrier Global Corp as of Dec 31, 2022. 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
1,219
+89 vs. Q3 2022
Shares held
716.9M
−2.72M (−0.4%) vs. Q3 2022
Total value
$29.6B
+$4.02B (+15.7%) vs. Q3 2022
New holders
151
393 more added
Sold out
62
442 more reduced

24 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 1,219 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ4 2022: $29.6B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2022.

Institutions holding CARR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Healthcare of Ontario Pension Plan Trust Fund3$1240.00%00.0%Unchanged
Coastal Capital Group, Inc.4$1460.00%00.0%Unchanged
Bellwether Advisors, LLC4$1650.00%+4New
PSI Advisors, LLC6$2480.00%00.0%Unchanged
Pacifica Partners Inc.13$5450.00%00.0%Unchanged
Syverson Strege & Co16$6600.00%00.0%Unchanged
HighMark Wealth Management LLC20$8250.00%00.0%Unchanged
Tfo-TDC, LLC11$8460.00%+11New
Ogorek Anthony Joseph47$1.00K0.00%00.0%Unchanged
Sierra Capital LLC35$1.00K0.00%00.0%Unchanged
TSFG, LLC18$1.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC25$1.00K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.25$1.01K0.00%+1+4.2%Added
Sanctuary Wealth Management, L.L.C.28$1.16K0.00%+28New
Trifecta Capital Advisors, LLC31$1.28K0.00%+31New
Wolff Wiese Magana LLC32$1.32K0.00%00.0%Unchanged
Investors Research Corp35$1.44K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC37$1.53K0.00%−18−32.7%Reduced
Marquette Asset Management, LLC37$1.53K0.00%+37New
West Paces Advisors Inc.40$1.65K0.00%00.0%Unchanged
TD Capital Management LLC40$1.65K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.40$1.65K0.00%00.0%Unchanged
American National Bank44$2.00K0.00%+6+15.8%Added
PFS Partners, LLC51$2.11K0.00%00.0%Unchanged
Financial Freedom, LLC55$2.25K0.00%+55New
Cribstone Capital Management, LLC65$2.68K0.00%00.0%Unchanged
Atticus Wealth Management, LLC70$2.89K0.00%00.0%Unchanged
EWG Elevate Inc.71$2.93K0.00%+71New
Tyler-Stone Wealth Management84$3.00K0.00%00.0%Unchanged
Sawyer & Company, Inc61$3.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC74$3.05K0.00%00.0%Unchanged
Toth Financial Advisory Corp90$3.71K0.00%00.0%Unchanged
My Personal CFO, LLC93$3.84K0.00%+93New
Western Pacific Wealth Management, LP99$4.08K0.00%+99New
Abound Wealth Management99$4.09K0.00%+58+141.5%Added
High Net Worth Advisory Group LLC100$4.13K0.00%−29−22.5%Reduced
Beaird Harris Wealth Management, LLC100$4.13K0.00%+100New
Providence Capital Advisors, LLC108$4.47K0.00%00.0%Unchanged
SJS Investment Consulting Inc.112$4.62K0.00%+57+103.6%Added
Harel Insurance Investments & Financial Services Ltd.110$5.00K0.00%00.0%Unchanged
Corrado Advisors, LLC122$5.03K0.00%+122New
Fairfield Financial Advisors, LTD126$5.18K0.00%+1+0.8%Added
McElhenny Sheffield Capital Management, LLC127$5.24K0.00%+127New
McIlrath & Eck, LLC135$5.57K0.00%00.0%Unchanged
Creative Financial Designs Inc135$5.58K0.00%−10−6.9%Reduced
Thomas J. Herzfeld Advisors, Inc.142$5.86K0.00%00.0%Unchanged
Live Oak Investment Partners–$6.19K0.01%–New
Mine & Arao Wealth Creation & Management, LLC.150$6.19K0.00%00.0%Unchanged
Affiance Financial, LLC150$6.19K0.00%+150New
Kayne Anderson Rudnick Investment Management LLC158$6.52K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP158$6.52K0.00%+158New
Focused Wealth Management, Inc169$6.97K0.00%00.0%Unchanged
Independence Bank of Kentucky181$7.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC162$7.00K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC173$7.14K0.00%+173New
ICA Group Wealth Management, LLC175$7.37K0.00%+175New
Coppell Advisory Solutions LLC184$7.59K0.00%+184New
Coppell Advisory Solutions Corp.184$7.59K0.00%+184New
First PREMIER Bank200$8.00K0.00%00.0%Unchanged
Phocas Financial Corp.195$8.04K0.00%+195New
WR Wealth Planners, LLC200$8.25K0.01%00.0%Unchanged
First Personal Financial Services200$8.25K0.00%00.0%Unchanged
Johnson Financial Group, Inc.200$8.29K0.00%+131+189.9%Added
St Germain D J Co Inc5,935$8.49K0.00%−693−10.5%Reduced
Schubert & Co210$8.66K0.01%+8+4.0%Added
PrairieView Partners, LLC227$9.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.239$9.00K0.01%+1+0.4%Added
Financial Management Professionals, Inc.209$9.00K0.00%+57+37.5%Added
DecisionPoint Financial, LLC220$9.07K0.01%+220New
Rise Advisors, LLC221$9.10K0.01%00.0%Unchanged
Bogart Wealth, LLC228$9.42K0.00%00.0%Unchanged
Steward Financial Group LLC252$10.0K0.00%+252New
Morton Brown Family Wealth, LLC247$10.2K0.01%00.0%Unchanged
AlphaMark Advisors, LLC255$11.0K0.01%00.0%Unchanged
Freedom Wealth Alliance, LLC273$11.3K0.02%+273New
Norway Savings Bank276$11.4K0.01%+36+15.0%Added
Larson Financial Group LLC287$11.9K0.00%+1+0.3%Added
Endurance Wealth Management, Inc.304$12.0K0.00%+3+1.0%Added
Harvest Fund Management Co., Ltd280$12.0K0.00%+280New
Financial Connections Group, Inc.299$12.0K0.01%+299New
Sittner & Nelson, LLC298$12.3K0.01%−73−19.7%Reduced
CoreFirst Bank & Trust300$12.4K0.01%−100−25.0%Reduced
Annapolis Financial Services, LLC300$12.4K0.00%00.0%Unchanged
Level Financial Advisors, Inc.320$13.0K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.325$13.4K0.01%+100+44.4%Added
Tanglewood Legacy Advisors, LLC335$13.8K0.01%+335New
Tradition Wealth Management, LLC330$14.0K0.00%−27−7.6%Reduced
Westside Investment Management, Inc.352$14.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC344$14.2K0.00%00.0%Unchanged
Disciplined Investments, LLC346$14.3K0.01%−28−7.5%Reduced
Twin Lakes Capital Management, LLC346$14.3K0.01%00.0%Unchanged
Tortoise Investment Management, LLC350$14.4K0.00%00.0%Unchanged
Heritage Wealth Management, LLC354$14.6K0.00%+177+100.0%Added
Capital Advisors, Ltd. LLC1,099$15.0K0.00%+713+184.7%Added
Versant Capital Management, Inc377$15.6K0.01%00.0%Unchanged
Earnest Partners LLC393$16.2K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC399$16.5K0.00%00.0%Unchanged
Core Alternative Capital413$17.1K0.00%−480−53.8%Reduced
SOA Wealth Advisors, LLC.416$17.2K0.00%00.0%Unchanged
Accurate Wealth Management, LLC413$18.2K0.01%+413New