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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 13,277 | $547.6K | 0.09% | +13,277 | New |
| Signaturefd, LLC | 13,356 | $550.9K | 0.02% | −91−0.7% | Reduced |
| Waterford Advisors, LLC | 13,381 | $552.0K | 0.32% | +13,381 | New |
| Tokio Marine Asset Management Co Ltd | 13,526 | $557.9K | 0.04% | +1,066+8.6% | Added |
| Cambridge Trust Co | 13,570 | $560.0K | 0.03% | −111−0.8% | Reduced |
| Advisory Services Network, LLC | 13,701 | $565.2K | 0.02% | −2,406−14.9% | Reduced |
| Federated Hermes, Inc. | 13,716 | $565.8K | 0.00% | −40,293−74.6% | Reduced |
| Kingsview Wealth Management, LLC | 13,762 | $567.7K | 0.02% | −550−3.8% | Reduced |
| Rossmore Private Capital | 13,776 | $568.3K | 0.09% | −8,286−37.6% | Reduced |
| Venture Visionary Partners LLC | 13,834 | $570.6K | 0.04% | −641−4.4% | Reduced |
| Kestra Private Wealth Services, LLC | 13,853 | $571.4K | 0.03% | +3,775+37.5% | Added |
| Avestar Capital, LLC | 13,869 | $572.1K | 0.12% | +454+3.4% | Added |
| Bragg Financial Advisors, Inc | 13,912 | $573.9K | 0.03% | +850+6.5% | Added |
| BKD Wealth Advisors, LLC | 13,960 | $575.9K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 14,030 | $578.7K | 0.03% | +113+0.8% | Added |
| Ascension Asset Management LLC | 14,035 | $578.9K | 0.42% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 14,078 | $581.0K | 1.16% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,097 | $581.6K | 0.03% | +82+0.6% | Added |
| Montecito Bank & Trust | 14,109 | $582.0K | 0.14% | 00.0% | Unchanged |
| Webster Bank, N. A. | 14,354 | $592.0K | 0.08% | −180−1.2% | Reduced |
| Graypoint LLC | 14,373 | $592.9K | 0.07% | −433−2.9% | Reduced |
| Lincoln National Corp | 14,374 | $592.9K | 0.01% | +588+4.3% | Added |
| Trellis Wealth Advisors LLC | 14,395 | $593.8K | 0.51% | +14,395 | New |
| Erste Asset Management GmbH | 14,500 | $593.9K | 0.01% | +14,500 | New |
| Ar Asset Management Inc | 14,400 | $594.0K | 0.17% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 14,455 | $596.3K | 0.01% | +14,455 | New |
| Park Avenue Securities LLC | 14,475 | $597.0K | 0.01% | +2,631+22.2% | Added |
| Pitcairn Co | 14,484 | $597.5K | 0.06% | +130+0.9% | Added |
| International Assets Investment Management, LLC | 36,062 | $599.9K | 0.06% | +24,195+203.9% | Added |
| First City Capital Management, Inc. | 14,546 | $600.0K | 0.36% | −1,025−6.6% | Reduced |
| Foster & Motley Inc | 14,617 | $603.0K | 0.05% | −452−3.0% | Reduced |
| Wealthspire Advisors, LLC | 14,648 | $604.2K | 0.01% | +1,639+12.6% | Added |
| TrinityPoint Wealth, LLC | 14,684 | $605.7K | 0.14% | +3,234+28.2% | Added |
| Meeder Advisory Services, Inc. | 14,763 | $609.0K | 0.08% | +14,763 | New |
| River Wealth Advisors LLC | 14,832 | $611.8K | 0.12% | −595−3.9% | Reduced |
| Parsec Financial Management, Inc. | 14,845 | $612.4K | 0.03% | −353−2.3% | Reduced |
| Baldwin Investment Management, LLC | 14,927 | $615.7K | 0.11% | −75−0.5% | Reduced |
| Horizon Investments, LLC | 14,961 | $617.0K | 0.02% | +5,464+57.5% | Added |
| ELCO Management Co., LLC | 15,016 | $619.4K | 0.47% | +205+1.4% | Added |
| Mayflower Financial Advisors, LLC | 15,029 | $620.0K | 0.09% | +1,718+12.9% | Added |
| Salem Investment Counselors Inc | 14,995 | $621.4K | 0.03% | −943−5.9% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $624.9K | 0.68% | 00.0% | Unchanged |
| Courier Capital LLC | 15,219 | $627.8K | 0.07% | −92−0.6% | Reduced |
| Prospera Financial Services Inc | 15,278 | $630.2K | 0.03% | +7,207+89.3% | Added |
| Wedmont Private Capital | 14,615 | $630.3K | 0.09% | +7,609+108.6% | Added |
| Amussen Hunsaker Associates LLC | 13,776 | $634.3K | 0.18% | −209−1.5% | Reduced |
| Morningstar Investment Services LLC | 15,177 | $635.0K | 0.01% | +10+0.1% | Added |
| Estabrook Capital Management | 15,410 | $635.7K | 0.11% | −1,485−8.8% | Reduced |
| Compass Wealth Management LLC | 15,436 | $636.7K | 0.21% | +15,436 | New |
| Curated Wealth Partners LLC | 15,445 | $637.1K | 0.15% | 00.0% | Unchanged |
| True North Advisors, LLC | 15,500 | $639.4K | 0.22% | +1,021+7.1% | Added |
| Bryn Mawr Trust Co | 15,709 | $648.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 15,760 | $650.1K | 0.01% | +1,781+12.7% | Added |
| Fox Run Management, L.L.C. | 15,880 | $655.0K | 0.26% | +15,880 | New |
| Symphony Financial, Ltd. Co. | 15,499 | $656.8K | 0.17% | −11,305−42.2% | Reduced |
| Verition Fund Management LLC | 15,968 | $658.7K | 0.01% | −21,641−57.5% | Reduced |
| Montag A & Associates Inc | 15,905 | $659.0K | 0.04% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 16,207 | $668.5K | 0.45% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 16,233 | $669.0K | 0.13% | −795−4.7% | Reduced |
| Busey Wealth Management | 16,256 | $670.6K | 0.03% | −784−4.6% | Reduced |
| Valley Brook Capital Group | 16,263 | $670.9K | 0.64% | +401+2.5% | Added |
| Clearstead Advisors, LLC | 16,267 | $671.0K | 0.05% | +307+1.9% | Added |
| Fishman Jay A Ltd | 16,267 | $671.0K | 0.09% | −600−3.6% | Reduced |
| Exchange Traded Concepts, LLC | 16,300 | $672.4K | 0.02% | +4,923+43.3% | Added |
| Umb Bank N A | 16,386 | $676.0K | 0.01% | −382−2.3% | Reduced |
| Moody National Bank Trust Division | 16,769 | $692.0K | 0.06% | −3,303−16.5% | Reduced |
| Parallel Advisors, LLC | 16,777 | $692.1K | 0.03% | −478−2.8% | Reduced |
| GWM Advisors LLC | 22,045 | $694.9K | 0.02% | +8,503+62.8% | Added |
| Marble Harbor Investment Counsel, LLC | 16,893 | $696.8K | 0.09% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 17,074 | $704.3K | 0.27% | +300+1.8% | Added |
| Security National Bank of So Dak | 17,264 | $712.0K | 0.52% | +3,214+22.9% | Added |
| Wedbush Securities Inc | 17,312 | $714.0K | 0.04% | +52+0.3% | Added |
| Boyd Watterson Asset Management LLC | 17,313 | $714.2K | 0.29% | −625−3.5% | Reduced |
| Compagnie Lombard Odier SCmA | 17,651 | $728.0K | 0.02% | +7,459+73.2% | Added |
| Pinnacle Associates Ltd | 17,959 | $740.8K | 0.02% | −1,287−6.7% | Reduced |
| Scotia Capital Inc. | 17,974 | $741.5K | 0.01% | −64−0.4% | Reduced |
| EagleClaw Capital Managment, LLC | 18,000 | $742.5K | 0.18% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 18,149 | $749.0K | 0.02% | +2,072+12.9% | Added |
| Caldwell Trust Co | 18,290 | $754.5K | 0.11% | −14−0.1% | Reduced |
| David Loasby | 16,760 | $757.4K | 0.10% | +94+0.6% | Added |
| Wendell David Associates Inc | 18,570 | $766.0K | 0.09% | −150−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,621 | $768.1K | 0.01% | −607−3.2% | Reduced |
| City Holding Co | 18,741 | $773.0K | 0.14% | −1,102−5.6% | Reduced |
| Bokf, NA | 18,831 | $776.8K | 0.01% | +139+0.7% | Added |
| True Wealth Design, LLC | 18,833 | $776.9K | 0.36% | +18,833 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 18,583 | $777.6K | 0.06% | −1,047−5.3% | Reduced |
| FORA Capital, LLC | 18,898 | $779.5K | 0.13% | +18,898 | New |
| Bridges Investment Management Inc | 18,943 | $781.4K | 0.03% | −100−0.5% | Reduced |
| Patten & Patten Inc | 18,949 | $782.0K | 0.07% | +310+1.7% | Added |
| HBK Sorce Advisory LLC | 18,972 | $783.0K | 0.02% | +10,450+122.6% | Added |
| Buffington Mohr McNeal | 18,991 | $783.4K | 0.18% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $783.8K | 0.21% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 18,950 | $785.2K | 0.07% | +538+2.9% | Added |
| Davis Investment Partners, LLC | 17,301 | $786.2K | 0.40% | +17,301 | New |
| Resources Investment Advisors, LLC. | 19,074 | $786.8K | 0.02% | +335+1.8% | Added |
| Bollard Group LLC | 19,175 | $791.0K | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 19,534 | $805.8K | 0.07% | +150+0.8% | Added |
| Wetherby Asset Management Inc | 19,546 | $806.3K | 0.05% | +840+4.5% | Added |
| Chimera Capital Management LLC | 19,802 | $816.8K | 0.23% | +19,802 | New |
| Sigma Planning Corp | 19,956 | $823.2K | 0.03% | −1,553−7.2% | Reduced |