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.
| 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 2022
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Operose Advisors LLC | 450 | $18.6K | 0.01% | +150+50.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 460 | $19.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $19.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 466 | $19.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 473 | $19.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 475 | $19.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 486 | $20.0K | 0.00% | +486 | New |
| Intelligent Financial Strategies | 497 | $20.6K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 500 | $20.6K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 500 | $20.6K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 518 | $21.0K | 0.01% | −150−22.5% | Reduced |
| Front Row Advisors LLC | 508 | $21.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 523 | $21.6K | 0.01% | +2+0.4% | Added |
| One Wealth Advisors, LLC | 532 | $21.9K | 0.01% | +532 | New |
| Red Tortoise LLC | 542 | $22.4K | 0.02% | +542 | New |
| Riggs Asset Managment Co. Inc. | 549 | $22.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 550 | $22.7K | 0.01% | −125−18.5% | Reduced |
| Glen Eagle Advisors, LLC | 554 | $22.9K | 0.01% | −27−4.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 557 | $23.0K | 0.01% | −198−26.2% | Reduced |
| Legend Financial Advisors, Inc. | 569 | $23.5K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 580 | $23.9K | 0.01% | −197−25.4% | Reduced |
| Hantz Financial Services, Inc. | 581 | $24.0K | 0.00% | −75−11.4% | Reduced |
| Rosenberg Matthew Hamilton | 585 | $24.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 590 | $24.3K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 600 | $25.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 612 | $25.2K | 0.01% | −57−8.5% | Reduced |
| Sound Income Strategies, LLC | 630 | $26.0K | 0.00% | −32−4.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 644 | $26.6K | 0.01% | +644 | New |
| Zullo Investment Group, Inc. | 645 | $26.6K | 0.02% | +37+6.1% | Added |
| TD Ameritrade Investment Management, LLC | 650 | $27.0K | 0.00% | −231−26.2% | Reduced |
| Laffer Tengler Investments | 670 | $27.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 694 | $28.6K | 0.00% | −215−23.7% | Reduced |
| Osterweis Capital Management Inc | 700 | $28.9K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $28.9K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 700 | $29.0K | 0.00% | +700 | New |
| Gradient Investments LLC | 722 | $29.8K | 0.00% | −81−10.1% | Reduced |
| Farther Finance Advisors, LLC | 724 | $29.9K | 0.01% | +724 | New |
| Heritage Wealth Advisors | 725 | $29.9K | 0.00% | 00.0% | Unchanged |
| Motco | 732 | $30.2K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 748 | $30.9K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $30.9K | 0.02% | −250−25.0% | Reduced |
| Valley National Advisers Inc | 686 | $31.0K | 0.01% | +9+1.3% | Added |
| Creative Capital Management Investments LLC | 746 | $31.0K | 0.03% | +746 | New |
| JJJ Advisors Inc. | 684 | $31.0K | 0.01% | +218+46.8% | Added |
| Cornerstone Planning Group LLC | 768 | $32.2K | 0.01% | +768 | New |
| Pinnacle Bancorp, Inc. | 800 | $33.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 803 | $33.1K | 0.02% | −29−3.5% | Reduced |
| Concord Wealth Partners | 813 | $33.6K | 0.01% | +813 | New |
| CarsonAllaria Wealth Management, Ltd. | 832 | $34.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 824 | $34.1K | 0.01% | +175+27.0% | Added |
| Pinnacle Financial Partners Inc | 836 | $34.5K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 839 | $34.6K | 0.02% | +839 | New |
| Pathway Financial Advisers, LLC | 868 | $35.8K | 0.01% | +868 | New |
| Moisand Fitzgerald Tamayo, LLC | 872 | $36.0K | 0.01% | +354+68.3% | Added |
| Armstrong Advisory Group, Inc | 896 | $37.0K | 0.00% | +896 | New |
| Tompkins Financial Corp | 907 | $37.0K | 0.01% | −129−12.5% | Reduced |
| Portland Hill Asset Management Ltd | 874 | $37.0K | 0.10% | +874 | New |
| Norwood Financial Corp | 900 | $37.1K | 0.06% | −40−4.3% | Reduced |
| Elequin Capital LP | 904 | $37.3K | 0.01% | +904 | New |
| Cary Street Partners Asset Management LLC | 949 | $39.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 965 | $40.0K | 0.02% | −17−1.7% | Reduced |
| Arcadia Investment Management Corp | 1,000 | $41.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,226 | $43.6K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,057 | $43.6K | 0.00% | −602−36.3% | Reduced |
| Sageworth Trust Co | 1,067 | $44.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,070 | $44.1K | 0.01% | +267+33.3% | Added |
| Baystate Wealth Management LLC | 1,090 | $45.0K | 0.00% | +1+0.1% | Added |
| Highlander Capital Management, LLC | 1,080 | $45.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,113 | $45.9K | 0.00% | −8−0.7% | Reduced |
| Aspire Private Capital, LLC | 1,119 | $46.2K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,133 | $47.0K | 0.03% | −20−1.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,212 | $50.2K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,244 | $51.3K | 0.01% | +21+1.7% | Added |
| Tilia Fiduciary Partners, Inc. | 1,287 | $53.1K | 0.05% | +1+0.1% | Added |
| Arcus Capital Partners, LLC | 1,313 | $54.1K | 0.02% | +1,313 | New |
| Beacon Capital Management, LLC | 1,318 | $54.4K | 0.02% | −50−3.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,333 | $55.0K | 0.01% | +1+0.1% | Added |
| Thompson Siegel & Walmsley LLC | 1,381 | $57.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,385 | $57.0K | 0.07% | +373+36.9% | Added |
| Register Financial Advisors LLC | 1,419 | $58.5K | 0.04% | +1,419 | New |
| 1832 Asset Management L.P. | 1,420 | $58.6K | 0.00% | −210−12.9% | Reduced |
| Bellevue Asset Management, LLC | 1,432 | $58.6K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,483 | $61.2K | 0.01% | +259+21.2% | Added |
| Field & Main Bank | 1,500 | $61.9K | 0.04% | 00.0% | Unchanged |
| Oakmont Corp | 1,539 | $63.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,519 | $63.0K | 0.05% | −9−0.6% | Reduced |
| Madden Securities Corp | 1,585 | $65.4K | 0.03% | +1,585 | New |
| RFP Financial Group LLC | 1,600 | $66.0K | 0.03% | +1,600 | New |
| Oakworth Capital, Inc. | 1,631 | $67.3K | 0.01% | −1,000−38.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $68.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,655 | $68.3K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,669 | $68.8K | 0.04% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,686 | $69.5K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 1,689 | $69.7K | 0.03% | −414−19.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,699 | $70.1K | 0.04% | +1,699 | New |
| NVWM, LLC | 1,709 | $70.5K | 0.03% | −634−27.1% | Reduced |
| CVA Family Office, LLC | 1,717 | $70.8K | 0.02% | −35−2.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,722 | $71.0K | 0.11% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,728 | $71.3K | 0.03% | +4+0.2% | Added |
| Capital Analysts, LLC | 1,767 | $73.0K | 0.00% | +4+0.2% | Added |