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 |
|---|---|---|---|---|---|
| Endowment Wealth Management, Inc. | 5,156 | $212.7K | 0.23% | +5,156 | New |
| Deseret Mutual Benefit Administrators | 5,157 | $212.7K | 0.09% | −961−15.7% | Reduced |
| Wealthcare Advisory Partners LLC | 5,175 | $213.5K | 0.01% | +5,175 | New |
| Clear Harbor Asset Management, LLC | 5,195 | $214.3K | 0.03% | +5,195 | New |
| Lowe Brockenbrough & Co Inc | 5,198 | $215.4K | 0.02% | −2,000−27.8% | Reduced |
| Claro Advisors LLC | 5,222 | $215.4K | 0.07% | +5,222 | New |
| Integrated Advisors Network LLC | 5,268 | $217.3K | 0.01% | +5,268 | New |
| Adirondack Trust Co | 5,275 | $217.6K | 0.11% | −88−1.6% | Reduced |
| Wintrust Investments LLC | 5,320 | $219.0K | 0.03% | −340−6.0% | Reduced |
| Shelton Capital Management | 5,321 | $219.5K | 0.02% | +5,321 | New |
| Blueshift Asset Management, LLC | 5,349 | $220.6K | 0.10% | +5,349 | New |
| Brighton Jones LLC | 5,359 | $221.0K | 0.01% | +5,359 | New |
| Aevitas Wealth Management, Inc. | 5,365 | $221.3K | 0.13% | +5,365 | New |
| First Foundation Advisors | 5,377 | $221.8K | 0.01% | −1,121−17.3% | Reduced |
| Engineers Gate Manager LP | 5,429 | $223.9K | 0.01% | −53,474−90.8% | Reduced |
| Leavell Investment Management, Inc. | 5,457 | $226.0K | 0.02% | +5,457 | New |
| Founders Financial Alliance, LLC | 5,526 | $227.9K | 0.10% | +5,526 | New |
| Kerntke Otto McGlone Wealth Management Group | 5,531 | $228.0K | 0.26% | +5,531 | New |
| Congress Wealth Management LLC | 5,547 | $228.8K | 0.01% | −140−2.5% | Reduced |
| Northeast Investment Management | 5,563 | $229.0K | 0.01% | +5,563 | New |
| Aldebaran Financial Inc. | 5,575 | $230.0K | 0.26% | −300−5.1% | Reduced |
| Guardian Wealth Advisors, LLC | 5,560 | $230.4K | 0.04% | −302−5.2% | Reduced |
| Sentry Investment Management LLC | 5,602 | $231.0K | 0.10% | −253−4.3% | Reduced |
| First Bank & Trust | 5,622 | $232.0K | 0.06% | +5,622 | New |
| Wellington Shields Capital Management, LLC | 5,625 | $232.0K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,458 | $232.4K | 0.16% | +5,458 | New |
| Pendal Group Limited | 5,638 | $232.6K | 0.00% | +5,638 | New |
| Mandatum Life Insurance Co Ltd | 5,658 | $233.0K | 0.07% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,669 | $233.8K | 0.05% | −183−3.1% | Reduced |
| Cullen Capital Management LLC | 5,673 | $234.0K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,702 | $235.0K | 0.01% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,701 | $235.2K | 0.06% | −500−8.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,721 | $236.0K | 0.00% | −36−0.6% | Reduced |
| Freedom Day Solutions, LLC | 5,744 | $236.9K | 0.12% | +5,744 | New |
| RSM US Wealth Management LLC | 5,745 | $237.0K | 0.01% | +5,745 | New |
| Waldron Private Wealth LLC | 6,716 | $238.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,770 | $238.0K | 0.02% | +5,770 | New |
| LVW Advisors, LLC | 5,794 | $239.0K | 0.05% | +6+0.1% | Added |
| InTrack Investment Management Inc | 5,808 | $239.6K | 0.24% | −163−2.7% | Reduced |
| Arrow Financial Corp | 5,812 | $240.0K | 0.03% | −65−1.1% | Reduced |
| Conning Inc. | 5,832 | $240.6K | 0.01% | −26−0.4% | Reduced |
| Ossiam | 5,833 | $240.6K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 5,867 | $242.0K | 0.09% | +15+0.3% | Added |
| Calamos Wealth Management LLC | 5,880 | $242.6K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,884 | $242.7K | 0.05% | +65+1.1% | Added |
| First Citizens Bank & Trust Co | 5,897 | $243.0K | 0.01% | −70−1.2% | Reduced |
| Covenant Asset Management, LLC | 5,900 | $243.4K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 5,926 | $244.4K | 0.09% | −300−4.8% | Reduced |
| Core Wealth Partners LLC | 5,731 | $244.5K | 0.30% | +5,731 | New |
| Anchor Investment Management, LLC | 5,955 | $245.6K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,975 | $246.5K | 0.12% | +5,975 | New |
| Howland Capital Management LLC | 5,958 | $246.9K | 0.02% | +25+0.4% | Added |
| St. Louis Trust Co | 6,000 | $247.5K | 0.05% | −2,635−30.5% | Reduced |
| Systematic Financial Management LP | 6,000 | $247.5K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $247.5K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 6,000 | $247.5K | 0.23% | +6,000 | New |
| Cambridge Advisors Inc. | 6,001 | $247.5K | 0.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,009 | $247.9K | 0.04% | −466−7.2% | Reduced |
| Legacy Bridge, LLC | 6,058 | $249.9K | 0.18% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,092 | $250.0K | 0.03% | +9+0.1% | Added |
| Balentine LLC | 6,114 | $252.2K | 0.01% | +110+1.8% | Added |
| Garden State Investment Advisory Services LLC | 6,141 | $253.4K | 0.15% | +6,141 | New |
| Center For Asset Management LLC | 6,145 | $253.5K | 0.24% | 00.0% | Unchanged |
| Rothschild Investment Corp | 6,169 | $254.0K | 0.02% | +10+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $254.6K | 0.02% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,283 | $259.2K | 0.25% | −16−0.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,313 | $260.4K | 0.17% | −404−6.0% | Reduced |
| NorthRock Partners, LLC | 6,322 | $260.8K | 0.03% | +6,322 | New |
| Meridian Wealth Management, LLC | 6,370 | $262.7K | 0.03% | −154−2.4% | Reduced |
| Institutional & Family Asset Management, LLC | 6,370 | $262.7K | 0.04% | +10.0% | Added |
| Tiemann Investment Advisors, LLC | 6,371 | $262.8K | 0.15% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,374 | $262.9K | 0.02% | −4−0.1% | Reduced |
| Mutual Advisors, LLC | 6,395 | $263.8K | 0.01% | −1,193−15.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $264.0K | 0.09% | +90+1.4% | Added |
| Bath Savings Trust Co | 6,425 | $265.0K | 0.03% | −5,856−47.7% | Reduced |
| Forbes J M & Co LLP | 6,425 | $265.0K | 0.04% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,451 | $266.1K | 0.01% | +465+7.8% | Added |
| Security National Bank | 6,454 | $266.2K | 0.07% | 00.0% | Unchanged |
| First National Trust Co | 6,472 | $267.0K | 0.01% | −138−2.1% | Reduced |
| TFG Advisers LLC | 6,494 | $267.9K | 0.14% | +80+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,536 | $269.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,545 | $270.0K | 0.02% | +2,370+56.8% | Added |
| BSW Wealth Partners | 6,580 | $271.0K | 0.06% | −29−0.4% | Reduced |
| Chicago Trust Co NA | 6,578 | $271.0K | 0.07% | +140+2.2% | Added |
| Allworth Financial LP | 6,614 | $272.8K | 0.00% | +1,692+34.4% | Added |
| Bayesian Capital Management, LP | 6,623 | $273.2K | 0.04% | −7,900−54.4% | Reduced |
| Western Wealth Management, LLC | 6,624 | $273.3K | 0.03% | −7,383−52.7% | Reduced |
| World Equity Group, Inc. | 6,656 | $274.6K | 0.07% | +10.0% | Added |
| Argent Capital Management LLC | 6,660 | $274.7K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 6,670 | $275.1K | 0.07% | +6,670 | New |
| Woodmont Investment Counsel LLC | 6,680 | $275.6K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,704 | $276.5K | 0.01% | −5,574−45.4% | Reduced |
| Athena Investment Management | 6,718 | $277.1K | 0.20% | +78+1.2% | Added |
| Centiva Capital, LP | 6,718 | $277.1K | 0.02% | +6,718 | New |
| Cable Hill Partners, LLC | 6,691 | $277.2K | 0.05% | +385+6.1% | Added |
| Ballentine Partners, LLC | 6,751 | $278.5K | 0.01% | +490+7.8% | Added |
| Virtue Capital Management, LLC | 6,777 | $279.6K | 0.04% | +599+9.7% | Added |
| Farmers National Bank | 6,790 | $280.1K | 0.10% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 6,794 | $280.3K | 0.25% | +6+0.1% | Added |
| Great Lakes Advisors, LLC | 6,797 | $280.4K | 0.02% | −2,842−29.5% | Reduced |