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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 9,110 | $376.0K | 0.03% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 9,067 | $377.0K | 0.00% | +725+8.7% | Added |
| Sky Investment Group LLC | 9,197 | $379.0K | 0.09% | −290−3.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,206 | $379.7K | 0.09% | +1,115+13.8% | Added |
| Aptus Capital Advisors, LLC | 9,240 | $381.1K | 0.01% | −12,040−56.6% | Reduced |
| Profund Advisors LLC | 9,302 | $383.7K | 0.02% | +1,887+25.4% | Added |
| Flagship Harbor Advisors, LLC | 9,344 | $385.4K | 0.04% | +5+0.1% | Added |
| Tucker Asset Management LLC | 9,219 | $385.8K | 0.12% | 00.0% | Unchanged |
| Papp L Roy & Associates | 9,433 | $389.1K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 9,445 | $389.6K | 0.05% | +2,060+27.9% | Added |
| Ci Investments Inc. | 9,464 | $390.0K | 0.00% | +8,330+734.6% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $391.4K | 0.04% | 00.0% | Unchanged |
| 1st Source Bank | 9,561 | $394.4K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 128,079 | $401.0K | 0.02% | −2,485−1.9% | Reduced |
| Dividend Assets Capital, LLC | 9,710 | $401.0K | 0.09% | −400−4.0% | Reduced |
| Verdence Capital Advisors LLC | 9,736 | $401.6K | 0.05% | +7+0.1% | Added |
| FDx Advisors, Inc. | 9,767 | $403.0K | 0.02% | −657−6.3% | Reduced |
| Fiduciary Group LLC | 9,777 | $403.3K | 0.05% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 9,794 | $404.0K | 0.03% | −100−1.0% | Reduced |
| Boenning & Scattergood, Inc. | 8,822 | $405.0K | 0.07% | −1,236−12.3% | Reduced |
| Valeo Financial Advisors, LLC | 9,860 | $406.7K | 0.02% | +2,143+27.8% | Added |
| Washington Trust Co | 9,915 | $409.0K | 0.02% | +935+10.4% | Added |
| Monterey Private Wealth, Inc. | 9,971 | $411.3K | 0.22% | +839+9.2% | Added |
| Qtron Investments LLC | 9,973 | $411.4K | 0.09% | +9,973 | New |
| Mountain Pacific Investment Advisers Inc | 9,983 | $411.8K | 0.03% | −667−6.3% | Reduced |
| Gifford Fong Associates | 10,000 | $413.0K | 0.09% | 00.0% | Unchanged |
| Canal Insurance CO | 10,000 | $413.0K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 10,092 | $414.0K | 0.01% | −1,535−13.2% | Reduced |
| Denali Advisors LLC | 10,100 | $416.6K | 0.17% | +9,300+1,162.5% | Added |
| Qsemble Capital Management, LP | 10,100 | $416.6K | 0.29% | +10,100 | New |
| Veriti Management LLC | 10,103 | $416.8K | 0.06% | +878+9.5% | Added |
| Carret Asset Management, LLC | 10,125 | $418.0K | 0.06% | −50−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,147 | $418.5K | 0.03% | +226+2.3% | Added |
| Csenge Advisory Group | 10,168 | $419.4K | 0.03% | +10,168 | New |
| Journey Advisory Group, LLC | 10,175 | $419.7K | 0.10% | −2,538−20.0% | Reduced |
| Burns J W & Co Inc | 10,238 | $422.0K | 0.08% | −549−5.1% | Reduced |
| Cigna Investments Inc | 10,319 | $426.0K | 0.09% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,402 | $429.0K | 0.22% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,443 | $430.8K | 0.05% | 00.0% | Unchanged |
| One River Asset Management, LLC | 10,392 | $434.9K | 0.30% | +10,392 | New |
| Donaldson Capital Management, LLC | 10,549 | $435.1K | 0.02% | −125−1.2% | Reduced |
| Grimes & Company, Inc. | 10,641 | $438.9K | 0.02% | −349−3.2% | Reduced |
| Boston Financial Mangement LLC | 10,678 | $440.5K | 0.02% | +154+1.5% | Added |
| Security National Bank of Sioux City Iowa | 10,709 | $442.0K | 0.34% | −50.0% | Reduced |
| Wahed Invest LLC | 10,772 | $444.3K | 0.23% | +1,265+13.3% | Added |
| Orion Portfolio Solutions, LLC | 10,841 | $447.2K | 0.02% | +2,323+27.3% | Added |
| Ameritas Investment Partners, Inc. | 10,357 | $448.3K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 10,937 | $451.2K | 0.00% | −614−5.3% | Reduced |
| Aull & Monroe Investment Management Corp | 10,956 | $451.9K | 0.22% | −1,400−11.3% | Reduced |
| Trust Co of Virginia | 10,974 | $452.7K | 0.05% | −55−0.5% | Reduced |
| Dover Advisors, LLC | 11,050 | $457.9K | 0.49% | +11,050 | New |
| Charter Trust Co | 11,114 | $458.5K | 0.04% | −200−1.8% | Reduced |
| Apollon Wealth Management, LLC | 11,126 | $458.9K | 0.03% | +4,356+64.3% | Added |
| Investment Advisory Services Inc | 11,156 | $460.2K | 0.24% | +10.0% | Added |
| Capital City Trust Co | 11,166 | $460.6K | 0.15% | −3,359−23.1% | Reduced |
| Ledyard National Bank | 11,198 | $461.9K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,243 | $463.8K | 0.01% | −180−1.6% | Reduced |
| Laurel Wealth Advisors LLC | 11,264 | $464.6K | 0.11% | −79−0.7% | Reduced |
| Shayne & Co., LLC | 11,310 | $466.5K | 0.26% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11,403 | $470.4K | 0.06% | +690+6.4% | Added |
| CFO4Life Group, LLC | 11,436 | $471.7K | 0.10% | +258+2.3% | Added |
| CFO4Life, L.P. | 11,436 | $471.7K | 0.10% | +11,436 | New |
| Community Bank, N.A. | 11,515 | $475.0K | 0.07% | −390−3.3% | Reduced |
| Soltis Investment Advisors LLC | 11,530 | $475.6K | 0.06% | −25−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 11,523 | $476.0K | 0.02% | −1,435−11.1% | Reduced |
| Freestone Capital Holdings, LLC | 11,625 | $479.5K | 0.02% | +119+1.0% | Added |
| Keeley-Teton Advisors, LLC | 11,638 | $480.1K | 0.06% | −190−1.6% | Reduced |
| Quadrant Capital Group LLC | 11,676 | $481.7K | 0.05% | +3,070+35.7% | Added |
| Personal Cfo Solutions, LLC | 11,698 | $482.5K | 0.10% | +9+0.1% | Added |
| GYL Financial Synergies, LLC | 11,855 | $489.0K | 0.11% | −135−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,888 | $490.4K | 0.02% | −294−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,900 | $490.9K | 0.00% | −68,690−85.2% | Reduced |
| TD Waterhouse Canada Inc. | 11,730 | $492.6K | 0.01% | −550−4.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,960 | $493.0K | 0.06% | 00.0% | Unchanged |
| Meridian Management Co | 12,040 | $496.6K | 0.18% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 12,122 | $500.1K | 0.30% | +156+1.3% | Added |
| Groesbeck Investment Management Corp | 12,304 | $508.0K | 0.85% | +480+4.1% | Added |
| Columbia Asset Management | 12,343 | $509.0K | 0.13% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 12,366 | $510.0K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,484 | $515.0K | 0.04% | −658−5.0% | Reduced |
| Allred Capital Management, LLC | 12,500 | $515.6K | 0.28% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,550 | $518.0K | 0.02% | −64,579−83.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,561 | $518.1K | 0.06% | +80+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 9,032 | $518.9K | 0.06% | +2,473+37.7% | Added |
| SYSTM Wealth Solutions LLC | 12,595 | $519.6K | 0.06% | +12,595 | New |
| Waters Parkerson & Co., LLC | 12,617 | $520.0K | 0.03% | −5,933−32.0% | Reduced |
| Crestwood Advisors Group LLC | 12,713 | $524.4K | 0.02% | −1,049−7.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,731 | $525.2K | 0.02% | +1,350+11.9% | Added |
| Chicago Capital, LLC | 12,738 | $525.4K | 0.03% | −1,265−9.0% | Reduced |
| Simmons Bank | 12,743 | $525.7K | 0.05% | −970−7.1% | Reduced |
| Benedict Financial Advisors Inc | 12,757 | $526.2K | 0.16% | −877−6.4% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $527.5K | 0.02% | +12,787 | New |
| Means Investment Co., Inc. | 12,799 | $528.0K | 0.11% | −28−0.2% | Reduced |
| Werlinich Asset Management, LLC | 12,915 | $532.7K | 0.49% | 00.0% | Unchanged |
| Forte Capital LLC | 12,987 | $535.7K | 0.09% | +51+0.4% | Added |
| Miller Investment Management, LP | 12,990 | $535.8K | 0.09% | −4,510−25.8% | Reduced |
| Holderness Investments Co | 12,999 | $536.2K | 0.23% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,048 | $538.2K | 0.28% | +15+0.1% | Added |
| Independent Advisor Alliance | 13,181 | $544.0K | 0.07% | +3,885+41.8% | Added |
| Penobscot Investment Management Company, Inc. | 13,232 | $545.8K | 0.10% | 00.0% | Unchanged |