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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 6,850 | $283.0K | 0.01% | −59−0.9% | Reduced |
| CX Institutional | 6,939 | $286.3K | 0.02% | +6,939 | New |
| SeaCrest Wealth Management, LLC | 6,960 | $287.1K | 0.04% | −94−1.3% | Reduced |
| S.A. Mason LLC | 6,972 | $287.6K | 0.22% | +10.0% | Added |
| Pacer Advisors, Inc. | 6,996 | $288.6K | 0.00% | +5,280+307.7% | Added |
| Bell Investment Advisors, Inc | 6,999 | $288.7K | 0.07% | +6,253+838.2% | Added |
| Sovereign Financial Group, Inc. | 7,054 | $291.0K | 0.11% | −39−0.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $294.2K | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,139 | $294.5K | 0.04% | +7,139 | New |
| Daymark Wealth Partners, LLC | 7,160 | $295.4K | 0.05% | +7,160 | New |
| Proficio Capital Partners LLC | 7,169 | $295.7K | 0.06% | +7,169 | New |
| TCTC Holdings, LLC | 7,222 | $297.9K | 0.01% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 7,228 | $298.2K | 0.07% | −150−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 7,237 | $298.5K | 0.03% | −1,085−13.0% | Reduced |
| Enterprise Financial Services Corp | 7,239 | $298.6K | 0.21% | −6−0.1% | Reduced |
| First Horizon Advisors, Inc. | 7,285 | $300.5K | 0.01% | −197−2.6% | Reduced |
| Steel Peak Wealth Management LLC | 7,262 | $300.9K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,812 | $302.4K | 0.02% | +216+3.3% | Added |
| Burleson & Company, LLC | 7,346 | $303.0K | 0.08% | −19−0.3% | Reduced |
| Atwood & Palmer Inc | 7,350 | $303.2K | 0.03% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 7,369 | $304.0K | 0.03% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 7,385 | $304.6K | 0.18% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,402 | $305.3K | 0.02% | +1,250+20.3% | Added |
| Rockland Trust Co | 7,421 | $306.0K | 0.02% | +1,492+25.2% | Added |
| Court Place Advisors, LLC | 7,460 | $307.7K | 0.11% | −120−1.6% | Reduced |
| Regent Investment Management LLC | 7,477 | $308.0K | 0.08% | −120−1.6% | Reduced |
| Fruth Investment Management | 7,481 | $308.0K | 0.09% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,450 | $308.7K | 0.03% | +7,450 | New |
| Forum Financial Management, LP | 7,490 | $309.0K | 0.01% | +200+2.7% | Added |
| Jump Financial, LLC | 7,497 | $309.3K | 0.02% | +7,497 | New |
| Strata Wealth Advisors, LLC | 7,517 | $310.1K | 0.17% | +7,517 | New |
| Oak Thistle LLC | 7,524 | $310.4K | 0.67% | +7,524 | New |
| McDonald Partners LLC | 7,537 | $310.9K | 0.11% | −142−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 7,537 | $310.9K | 0.03% | +7,537 | New |
| Resonant Capital Advisors, LLC | 7,512 | $311.0K | 0.04% | +942+14.3% | Added |
| Berkshire Bank | 7,553 | $311.6K | 0.10% | −2,020−21.1% | Reduced |
| Moneta Group Investment Advisors LLC | 6,862 | $312.4K | 0.01% | −3,177−31.6% | Reduced |
| Institute for Wealth Management, LLC. | 7,579 | $312.6K | 0.07% | −333−4.2% | Reduced |
| State of Wyoming | 7,587 | $313.0K | 0.10% | +5,190+216.5% | Added |
| Heritage Trust Co | 7,587 | $313.0K | 0.05% | +17+0.2% | Added |
| Meridian Investment Counsel Inc. | 7,595 | $313.0K | 0.12% | 00.0% | Unchanged |
| Bank of the West | 7,603 | $313.6K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,604 | $313.7K | 0.03% | −145−1.9% | Reduced |
| Proffitt & Goodson Inc | 7,623 | $314.4K | 0.07% | +272+3.7% | Added |
| Investment House LLC | 7,629 | $314.7K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,631 | $314.8K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,675 | $316.6K | 0.15% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 7,718 | $318.4K | 0.06% | −165−2.1% | Reduced |
| Azimuth Capital Investment Management LLC | 7,739 | $319.2K | 0.02% | −321−4.0% | Reduced |
| SRS Capital Advisors, Inc. | 7,758 | $320.0K | 0.04% | +124+1.6% | Added |
| Bennicas & Associates, Inc. | 7,791 | $321.4K | 0.19% | −100−1.3% | Reduced |
| Bailard, Inc. | 7,830 | $323.0K | 0.01% | +1,832+30.5% | Added |
| Douglass Winthrop Advisors, LLC | 8,011 | $330.0K | 0.01% | −780−8.9% | Reduced |
| Logan Capital Management Inc | 8,004 | $330.2K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,011 | $330.4K | 0.01% | −3,013−27.3% | Reduced |
| Sunbelt Securities, Inc. | 8,022 | $330.9K | 0.06% | −161−2.0% | Reduced |
| Farmers Trust Co | 8,022 | $331.0K | 0.07% | 00.0% | Unchanged |
| Bank of Hawaii | 8,070 | $332.9K | 0.02% | +2,215+37.8% | Added |
| Coldstream Capital Management Inc | 8,089 | $333.7K | 0.01% | +8,089 | New |
| Resources Management Corp | 8,130 | $335.0K | 0.05% | −3,499−30.1% | Reduced |
| Clear Street Markets LLC | 8,126 | $335.0K | 0.07% | +316+4.0% | Added |
| Marco Investment Management LLC | 8,178 | $337.3K | 0.04% | −2,200−21.2% | Reduced |
| Avidian Wealth Solutions, LLC | 8,203 | $338.4K | 0.02% | +8,203 | New |
| Pointe Capital Management LLC | 8,223 | $339.0K | 0.26% | −684−7.7% | Reduced |
| Piscataqua Savings Bank | 8,252 | $340.4K | 0.29% | −30−0.4% | Reduced |
| Wade G W & Inc | 8,264 | $341.0K | 0.01% | −11−0.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $341.8K | 0.13% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 8,333 | $343.7K | 0.09% | −100−1.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 8,410 | $346.9K | 0.07% | +20.0% | Added |
| Old National Bancorp | 8,407 | $347.0K | 0.01% | −713−7.8% | Reduced |
| NTV Asset Management LLC | 8,430 | $347.7K | 0.07% | +20.0% | Added |
| First Western Trust Bank | 8,444 | $348.3K | 0.02% | −53−0.6% | Reduced |
| Flputnam Investment Management Co | 8,493 | $350.4K | 0.01% | +476+5.9% | Added |
| Drexel Morgan & Co. | 8,578 | $353.8K | 0.07% | 00.0% | Unchanged |
| Financial Counselors Inc | 8,570 | $354.0K | 0.01% | −1,668−16.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $354.8K | 0.15% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,619 | $355.5K | 0.04% | −478−5.3% | Reduced |
| Money Concepts Capital Corp | 8,630 | $356.0K | 0.02% | +5,838+209.1% | Added |
| Dorsey & Whitney Trust CO LLC | 8,637 | $356.3K | 0.03% | +662+8.3% | Added |
| Colonial Trust Advisors | 8,653 | $356.9K | 0.04% | −1,342−13.4% | Reduced |
| Clarius Group, LLC | 8,673 | $358.0K | 0.03% | −63−0.7% | Reduced |
| New England Guild Wealth Advisors, Inc. | 8,674 | $358.0K | 0.19% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,709 | $359.2K | 0.04% | −45−0.5% | Reduced |
| Mather Group, LLC. | 8,714 | $359.5K | 0.01% | +8,714 | New |
| South State Corp. | 8,717 | $359.6K | 0.03% | −556−6.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,750 | $360.9K | 0.03% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 8,752 | $361.0K | 0.59% | −443−4.8% | Reduced |
| Spire Wealth Management | 8,810 | $363.0K | 0.02% | +321+3.8% | Added |
| Oppenheimer Asset Management Inc. | 8,807 | $363.3K | 0.01% | +80+0.9% | Added |
| Scissortail Wealth Management, LLC | 8,111 | $364.0K | 0.21% | +8,111 | New |
| Patriot Financial Group Insurance Agency, LLC | 8,852 | $365.2K | 0.08% | −233−2.6% | Reduced |
| Sequoia Financial Advisors, LLC | 8,867 | $365.8K | 0.01% | +1,583+21.7% | Added |
| Chemung Canal Trust Co | 8,858 | $366.0K | 0.08% | −455−4.9% | Reduced |
| Triangle Securities Wealth Management | 8,880 | $366.3K | 0.13% | −3,670−29.2% | Reduced |
| Private Trust Co NA | 8,927 | $368.0K | 0.05% | −1,083−10.8% | Reduced |
| Financial Advisory Group | 8,937 | $369.0K | 0.08% | 00.0% | Unchanged |
| Everett Harris & Co | 9,021 | $372.0K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 9,024 | $372.2K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 9,080 | $374.6K | 0.02% | +355+4.1% | Added |
| Country Club Bank | 9,084 | $374.7K | 0.03% | 00.0% | Unchanged |