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 |
|---|---|---|---|---|---|
| Vestcor Inc | 19,965 | $824.0K | 0.03% | −41−0.2% | Reduced |
| Abbrea Capital, LLC | 20,061 | $831.2K | 0.15% | +90+0.5% | Added |
| Lipe & Dalton | 20,300 | $837.0K | 0.48% | −814−3.9% | Reduced |
| Hunter Associates Investment Management LLC | 20,322 | $840.0K | 0.20% | +4,150+25.7% | Added |
| Greenleaf Trust | 20,606 | $850.0K | 0.01% | −47,331−69.7% | Reduced |
| Roberts Glore & Co Inc | 20,665 | $852.4K | 0.30% | −375−1.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,870 | $860.9K | 0.01% | −1,191−5.4% | Reduced |
| Fractal Investments LLC | 20,896 | $862.0K | 0.21% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,931 | $863.4K | 0.55% | +5,027+31.6% | Added |
| Ahl Investment Management, Inc. | 20,960 | $864.6K | 0.80% | −650−3.0% | Reduced |
| Liberty Capital Management, Inc. | 21,046 | $868.1K | 0.30% | −68−0.3% | Reduced |
| Kinneret Advisory, LLC | 20,957 | $868.4K | 0.11% | +20,957 | New |
| HB Wealth Management, LLC | 21,481 | $886.1K | 0.02% | −5,409−20.1% | Reduced |
| Nwam LLC | 21,828 | $900.4K | 0.08% | +21,828 | New |
| Vontobel Holding Ltd. | 22,002 | $901.2K | 0.01% | +5,565+33.9% | Added |
| Schnieders Capital Management LLC | 21,912 | $903.9K | 0.21% | +3,858+21.4% | Added |
| Empirical Finance, LLC | 22,024 | $908.5K | 0.09% | +1,800+8.9% | Added |
| Hohimer Wealth Management, LLC | 22,094 | $911.4K | 0.29% | −8,493−27.8% | Reduced |
| Sawgrass Asset Management LLC | 22,107 | $911.9K | 0.12% | −4,305−16.3% | Reduced |
| First Hawaiian Bank | 22,107 | $912.0K | 0.03% | −151−0.7% | Reduced |
| Railway Pension Investments Ltd | 22,200 | $915.8K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 22,218 | $916.5K | 0.01% | −1,573−6.6% | Reduced |
| Banque Cantonale Vaudoise | 22,232 | $917.0K | 0.05% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 22,275 | $918.8K | 0.75% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 22,285 | $919.0K | 0.01% | −170−0.8% | Reduced |
| Lake Street Advisors Group, LLC | 22,346 | $922.0K | 0.06% | +25+0.1% | Added |
| Kraematon Investment Advisors, Inc | 22,358 | $922.3K | 1.00% | −899−3.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 22,473 | $927.0K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 22,509 | $928.5K | 0.02% | +9,156+68.6% | Added |
| Bleakley Financial Group, LLC | 22,631 | $933.5K | 0.03% | +22,631 | New |
| Cubist Systematic Strategies, LLC | 22,652 | $934.4K | 0.01% | −217,292−90.6% | Reduced |
| Everence Capital Management Inc | 22,720 | $937.0K | 0.08% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 23,025 | $950.0K | 0.11% | −300−1.3% | Reduced |
| L & S Advisors Inc | 23,044 | $950.6K | 0.18% | +23,044 | New |
| Y-Intercept (Hong Kong) Ltd | 23,075 | $951.8K | 0.14% | +23,075 | New |
| Curbstone Financial Management Corp | 23,318 | $962.0K | 0.24% | −2,850−10.9% | Reduced |
| AE Wealth Management LLC | 23,464 | $967.9K | 0.01% | +4,745+25.3% | Added |
| Empowered Funds, LLC | 23,481 | $968.6K | 0.06% | +4,813+25.8% | Added |
| CIBC World Markets Inc. | 23,513 | $970.0K | 0.00% | +2,263+10.6% | Added |
| Benjamin Edwards Inc | 23,748 | $980.0K | 0.26% | +372+1.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 23,807 | $982.0K | 0.03% | +12,265+106.3% | Added |
| Choate Investment Advisors | 23,907 | $986.2K | 0.06% | +179+0.8% | Added |
| Hartford Financial Management Inc. | 24,006 | $990.2K | 0.26% | −369−1.5% | Reduced |
| First Manhattan Co | 24,167 | $996.9K | 0.00% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 24,400 | $1.01M | 0.20% | −225−0.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 24,085 | $1.01M | 0.04% | −3,100−11.4% | Reduced |
| Metis Global Partners, LLC | 24,547 | $1.01M | 0.09% | +12,040+96.3% | Added |
| Neville Rodie & Shaw Inc | 24,599 | $1.01M | 0.10% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 24,720 | $1.02M | 0.07% | +325+1.3% | Added |
| Principle Wealth Partners LLC | 24,802 | $1.02M | 0.12% | −900−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 24,982 | $1.03M | 0.02% | +2,296+10.1% | Added |
| Southport Management, L.L.C. | 25,000 | $1.03M | 5.49% | 00.0% | Unchanged |
| AXS Investments LLC | 25,616 | $1.06M | 0.38% | +947+3.8% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.06M | 0.05% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.07M | 0.17% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 26,050 | $1.07M | 0.01% | −2,061−7.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,210 | $1.08M | 0.03% | −5,048−16.1% | Reduced |
| National Asset Management, Inc. | 26,151 | $1.08M | 0.03% | −3,289−11.2% | Reduced |
| Colony Group LLC | 26,336 | $1.09M | 0.02% | +5,656+27.4% | Added |
| MAI Capital Management | 26,382 | $1.09M | 0.02% | −294−1.1% | Reduced |
| FineMark National Bank & Trust | 27,100 | $1.12M | 0.05% | −2,019−6.9% | Reduced |
| Perigon Wealth Management, LLC | 27,136 | $1.12M | 0.07% | +3,758+16.1% | Added |
| Central Trust Co | 27,199 | $1.12M | 0.03% | −957−3.4% | Reduced |
| Diversified Trust Co | 27,210 | $1.12M | 0.05% | +10,757+65.4% | Added |
| Assetmark, Inc | 27,262 | $1.12M | 0.00% | +971+3.7% | Added |
| Merit Financial Group, LLC | 27,650 | $1.14M | 0.04% | +5,109+22.7% | Added |
| Goelzer Investment Management, Inc. | 27,700 | $1.14M | 0.10% | 00.0% | Unchanged |
| Magnetar Financial LLC | 28,415 | $1.17M | 0.02% | +28,415 | New |
| Pinebridge Investments, L.P. | 28,451 | $1.17M | 0.01% | +3,695+14.9% | Added |
| Selway Asset Management | 28,500 | $1.18M | 0.62% | +1,700+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 29,163 | $1.20M | 0.00% | +3,084+11.8% | Added |
| Neo Ivy Capital Management | 29,238 | $1.21M | 0.82% | +29,238 | New |
| Delta Financial Advisors LLC | 29,345 | $1.21M | 0.59% | +30.0% | Added |
| Assenagon Asset Management S.A. | 29,481 | $1.22M | 0.01% | −2,051−6.5% | Reduced |
| Financial Advocates Investment Management | 29,559 | $1.22M | 0.09% | −261−0.9% | Reduced |
| KCM Investment Advisors LLC | 29,772 | $1.23M | 0.05% | −721−2.4% | Reduced |
| HRT Financial LP | 29,942 | $1.24M | 0.02% | +29,942 | New |
| Sather Financial Group Inc | 30,000 | $1.24M | 0.10% | +30,000 | New |
| Cetera Investment Advisers | 30,009 | $1.24M | 0.01% | +7,419+32.8% | Added |
| Romano Brothers and Company | 30,041 | $1.24M | 0.19% | −433−1.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 30,160 | $1.24M | 0.11% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 30,069 | $1.25M | 0.03% | −1,065−3.4% | Reduced |
| Bartlett & Co. LLC | 30,069 | $1.25M | 0.03% | −1,065−3.4% | Reduced |
| Shell Asset Management Co | 30,960 | $1.28M | 0.06% | −7,311−19.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,953 | $1.28M | 0.13% | +14,323+86.1% | Added |
| Atria Wealth Solutions, Inc. | 30,928 | $1.28M | 0.02% | +7,017+29.3% | Added |
| AdvisorShares Investments LLC | 31,230 | $1.29M | 0.36% | +5,245+20.2% | Added |
| United Services Automobile Association | 31,323 | $1.29M | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 31,470 | $1.30M | 0.02% | −4,701−13.0% | Reduced |
| Burney Co | 31,477 | $1.30M | 0.07% | −1,480−4.5% | Reduced |
| Cullinan Associates Inc | 31,661 | $1.31M | 0.07% | +3,161+11.1% | Added |
| Aureus Asset Management, LLC | 31,754 | $1.31M | 0.11% | +2,764+9.5% | Added |
| Cunning Capital Partners, LP | 31,795 | $1.31M | 0.93% | 00.0% | Unchanged |
| AIA Group Ltd | 32,019 | $1.32M | 0.08% | +2,945+10.1% | Added |
| Barden Capital Management, Inc. | 32,004 | $1.32M | 1.35% | +3,615+12.7% | Added |
| Essex Financial Services, Inc. | 32,232 | $1.33M | 0.14% | −703−2.1% | Reduced |
| Woodstock Corp | 32,338 | $1.33M | 0.18% | −325−1.0% | Reduced |
| Lighthouse Investment Partners, LLC | 33,000 | $1.36M | 0.25% | −38,000−53.5% | Reduced |
| Lakewood Asset Management LLC | 33,019 | $1.36M | 1.10% | +33,019 | New |
| Proequities, Inc. | 33,186 | $1.38M | 0.11% | +381+1.2% | Added |