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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1,780 | $73.4K | 0.01% | +929+109.2% | Added |
| Old Second National Bank of Aurora | 1,800 | $74.3K | 0.02% | +800+80.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,851 | $76.4K | 0.00% | −150−7.5% | Reduced |
| M&R Capital Management Inc | 1,885 | $77.8K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,916 | $79.0K | 0.04% | −17−0.9% | Reduced |
| CKW Financial Group | 1,951 | $80.0K | 0.01% | −199−9.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $81.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,342 | $81.7K | 0.02% | +10.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,985 | $82.0K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $82.5K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 2,057 | $85.0K | 0.08% | +1,057+105.7% | Added |
| Duncker Streett & Co Inc | 2,069 | $85.3K | 0.02% | +4+0.2% | Added |
| Addison Advisors LLC | 2,077 | $85.7K | 0.05% | −316−13.2% | Reduced |
| DuPont Capital Management Corp | 2,126 | $87.7K | 0.00% | −205−8.8% | Reduced |
| Ulland Investment Advisors, LLC | 2,144 | $88.0K | 0.11% | +45+2.1% | Added |
| Zions Bancorporation, N.A. | 2,179 | $89.9K | 0.01% | −235−9.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,179 | $89.9K | 0.05% | +103+5.0% | Added |
| Trustcore Financial Services, LLC | 2,230 | $92.0K | 0.01% | +10.0% | Added |
| Clean Yield Group | 2,259 | $93.2K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,314 | $95.5K | 0.01% | +2,314 | New |
| Gables Capital Management Inc. | 2,350 | $96.9K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,379 | $98.0K | 0.00% | −35−1.4% | Reduced |
| MV Capital Management, Inc. | 2,381 | $98.2K | 0.02% | +146+6.5% | Added |
| Crewe Advisors LLC | 2,381 | $98.2K | 0.02% | +272+12.9% | Added |
| Eagle Bay Advisors LLC | 2,388 | $98.5K | 0.06% | +56+2.4% | Added |
| Hanson & Doremus Investment Management | 2,422 | $100.0K | 0.02% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 2,442 | $100.7K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,446 | $100.9K | 0.04% | −3−0.1% | Reduced |
| Sageworth Trust Co of South Dakota | 2,437 | $101.0K | 0.23% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,462 | $101.6K | 0.01% | −627−20.3% | Reduced |
| AllSquare Wealth Management LLC | 2,463 | $101.6K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,500 | $103.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,501 | $103.2K | 0.04% | +94+3.9% | Added |
| BOK Financial Private Wealth, Inc. | 2,500 | $103.6K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,523 | $104.0K | 0.07% | 00.0% | Unchanged |
| Sun Life Financial INC | 2,514 | $104.3K | 0.01% | −236−8.6% | Reduced |
| Center for Financial Planning, Inc. | 2,533 | $104.5K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,537 | $104.7K | 0.01% | +1,823+255.3% | Added |
| Evermay Wealth Management LLC | 2,548 | $105.4K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,564 | $105.8K | 0.10% | +75+3.0% | Added |
| City State Bank | 2,603 | $107.0K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,600 | $107.0K | 0.06% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,610 | $107.0K | 0.02% | +265+11.3% | Added |
| Wellington Shields & Co., LLC | 2,600 | $107.3K | 0.02% | −685−20.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,618 | $108.0K | 0.02% | −205−7.3% | Reduced |
| FinTrust Capital Advisors, LLC | 2,657 | $109.6K | 0.03% | −12−0.4% | Reduced |
| Geneos Wealth Management Inc. | 2,710 | $111.8K | 0.01% | −79−2.8% | Reduced |
| TD Private Client Wealth LLC | 2,728 | $112.5K | 0.01% | −106−3.7% | Reduced |
| Atlas Capital Advisors LLC | 2,728 | $112.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,785 | $114.9K | 0.01% | +281+11.2% | Added |
| PEAK6 Investments LLC | 2,867 | $118.3K | 0.01% | +314+12.3% | Added |
| Bangor Savings Bank | 2,889 | $119.0K | 0.01% | −377−11.5% | Reduced |
| Bank of New Hampshire | 2,994 | $124.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,082 | $127.1K | 0.02% | +75+2.5% | Added |
| Mascoma Wealth Management LLC | 3,094 | $127.6K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,133 | $129.2K | 0.04% | +217+7.4% | Added |
| Financial Perspectives, Inc | 3,461 | $142.8K | 0.07% | +2,563+285.4% | Added |
| Monetary Management Group Inc | 3,525 | $145.4K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,534 | $146.0K | 0.10% | −70−1.9% | Reduced |
| Harbour Investments, Inc. | 3,659 | $151.0K | 0.01% | −479−11.6% | Reduced |
| Smithfield Trust Co | 3,841 | $157.0K | 0.01% | −58−1.5% | Reduced |
| Pittenger & Anderson Inc | 3,826 | $157.8K | 0.01% | −102−2.6% | Reduced |
| Grove Bank & Trust | 3,859 | $159.0K | 0.04% | +3,859 | New |
| First Command Bank | 3,904 | $161.0K | 0.02% | −893−18.6% | Reduced |
| First Command Financial Services, Inc. | 3,904 | $161.0K | 0.02% | −893−18.6% | Reduced |
| Harbor Investment Advisory, LLC | 3,911 | $161.3K | 0.03% | −3−0.1% | Reduced |
| West Oak Capital, LLC | 4,075 | $168.0K | 0.09% | −710−14.8% | Reduced |
| Acropolis Investment Management, LLC | 4,091 | $168.8K | 0.02% | −390−8.7% | Reduced |
| Manchester Capital Management LLC | 4,092 | $168.8K | 0.02% | +25+0.6% | Added |
| TFC Financial Management | 4,135 | $170.6K | 0.05% | +14+0.3% | Added |
| Ronald Blue Trust, Inc. | 4,855 | $172.0K | 0.00% | +2,269+87.7% | Added |
| North Star Investment Management Corp. | 4,176 | $172.3K | 0.02% | +34+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,202 | $173.3K | 0.01% | +4,202 | New |
| Glassman Wealth Services | 4,240 | $174.9K | 0.03% | −114−2.6% | Reduced |
| Centaurus Financial, Inc. | 4,286 | $177.0K | 0.02% | −484−10.1% | Reduced |
| Colonial Trust Co | 4,411 | $182.0K | 0.05% | −1,400−24.1% | Reduced |
| Atlantic Trust, LLC | 4,428 | $183.0K | 0.06% | −90−2.0% | Reduced |
| Silicon Valley Capital Partners | 4,545 | $187.5K | 0.04% | +4,545 | New |
| Optimum Investment Advisors | 4,550 | $187.7K | 0.10% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 4,560 | $188.1K | 0.23% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,692 | $193.0K | 0.00% | −464−9.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,792 | $197.7K | 0.11% | −155−3.1% | Reduced |
| Evergreen Capital Management LLC | 4,840 | $200.5K | 0.01% | +4,840 | New |
| Twelve Points Wealth Management LLC | 4,864 | $200.6K | 0.14% | +4,864 | New |
| Kingfisher Capital LLC | 4,878 | $201.0K | 0.05% | +4,878 | New |
| Founders Capital Management, LLC | 4,881 | $201.3K | 0.05% | +4,881 | New |
| Fidelis Capital Partners, LLC | 4,678 | $203.5K | 0.24% | +4,678 | New |
| Rathbone Brothers plc | 4,680 | $203.6K | 0.00% | +4,680 | New |
| Transcend Wealth Collective, LLC | 4,964 | $204.8K | 0.02% | +4,964 | New |
| Radnor Capital Management, LLC | 4,622 | $205.0K | 0.05% | +4,622 | New |
| BDO Wealth Advisors, LLC | 4,989 | $205.8K | 0.03% | 00.0% | Unchanged |
| Custos Family Office, LLC | 5,000 | $206.3K | 0.16% | +5,000 | New |
| LGT Group Foundation | 5,000 | $206.3K | 0.01% | +5,000 | New |
| First Financial Corp | 5,011 | $206.7K | 0.13% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,025 | $207.3K | 0.02% | +5,025 | New |
| Thomasville National Bank | 5,057 | $209.0K | 0.02% | +5,057 | New |
| Regal Wealth Group, Inc. | 5,082 | $209.6K | 0.15% | +5,082 | New |
| Aveo Capital Partners, LLC | 5,110 | $210.8K | 0.03% | +5,110 | New |
| Laurel Wealth Advisors, Inc. | 5,109 | $211.0K | 0.02% | +5,109 | New |
| Point72 Middle East FZE | 5,154 | $212.6K | 0.02% | +5,154 | New |