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 |
|---|---|---|---|---|---|
| NBT Bank N A | 33,462 | $1.38M | 0.20% | −1,915−5.4% | Reduced |
| Gofen & Glossberg LLC | 33,952 | $1.40M | 0.04% | −243−0.7% | Reduced |
| Pacific Global Investment Management CO | 33,986 | $1.40M | 0.31% | +443+1.3% | Added |
| Vident Investment Advisory, LLC | 34,055 | $1.40M | 0.05% | +4,215+14.1% | Added |
| Guggenheim Capital LLC | 34,082 | $1.41M | 0.01% | −49−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 34,098 | $1.41M | 0.02% | −6,057−15.1% | Reduced |
| Ieq Capital, LLC | 34,278 | $1.41M | 0.04% | +5,940+21.0% | Added |
| Whittier Trust Co | 34,541 | $1.42M | 0.03% | −307−0.9% | Reduced |
| Glenview Trust Co | 34,664 | $1.43M | 0.05% | −1,090−3.0% | Reduced |
| Panagora Asset Management Inc | 34,950 | $1.44M | 0.01% | +2,582+8.0% | Added |
| Headinvest, LLC | 34,962 | $1.44M | 0.32% | −764−2.1% | Reduced |
| Tiaa, FSB | 35,244 | $1.45M | 0.01% | −1,557−4.2% | Reduced |
| Illinois Municipal Retirement Fund | 35,501 | $1.46M | 0.03% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 35,500 | $1.46M | 0.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 35,726 | $1.47M | 0.00% | +21,305+147.7% | Added |
| Impax Asset Management Group plc | 35,859 | $1.48M | 0.01% | −1,410−3.8% | Reduced |
| Savant Capital, LLC | 37,497 | $1.49M | 0.04% | +5,162+16.0% | Added |
| E. Ohman J:or Asset Management AB | 36,200 | $1.49M | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 36,275 | $1.50M | 0.00% | +7,565+26.3% | Added |
| McMillion Capital Management Inc | 36,548 | $1.51M | 1.36% | −515−1.4% | Reduced |
| Advisor Partners II, LLC | 37,040 | $1.53M | 0.09% | +1,029+2.9% | Added |
| Thrivent Financial for Lutherans | 37,360 | $1.54M | 0.00% | −102−0.3% | Reduced |
| Moors & Cabot, Inc. | 37,548 | $1.55M | 0.11% | −1,196−3.1% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 37,595 | $1.55M | 0.10% | +37,595 | New |
| Boston Private Wealth LLC | 37,619 | $1.55M | 0.02% | −3,519−8.6% | Reduced |
| Twinbeech Capital LP | 38,398 | $1.58M | 0.03% | −229,868−85.7% | Reduced |
| IMA Wealth, Inc. | 38,653 | $1.59M | 0.42% | +58+0.2% | Added |
| IFP Advisors, Inc | 121,273 | $1.62M | 0.05% | +12,801+11.8% | Added |
| NorthCrest Asset Manangement, LLC | 39,646 | $1.64M | 0.09% | −5,925−13.0% | Reduced |
| Cipher Capital LP | 39,785 | $1.64M | 0.31% | +39,785 | New |
| New Mexico Educational Retirement Board | 39,917 | $1.65M | 0.09% | −3,500−8.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.65M | 0.52% | 00.0% | Unchanged |
| South Dakota Investment Council | 40,609 | $1.68M | 0.04% | +1,600+4.1% | Added |
| Allstate Corp | 40,825 | $1.68M | 0.05% | +1,516+3.9% | Added |
| Allstate Investment Management Co | 40,825 | $1.68M | 0.05% | +40,825 | New |
| Trust Co of Vermont | 41,587 | $1.72M | 0.13% | −2,967−6.7% | Reduced |
| Monarch Capital Management Inc | 41,638 | $1.73M | 0.53% | −1,523−3.5% | Reduced |
| Cetera Advisors LLC | 41,898 | $1.73M | 0.03% | +9,154+28.0% | Added |
| Capstone Investment Advisors, LLC | 44,724 | $1.84M | 0.05% | −25,875−36.7% | Reduced |
| Veritable, L.P. | 44,878 | $1.85M | 0.03% | −1,321−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 45,002 | $1.86M | 0.07% | −2,506−5.3% | Reduced |
| Atria Investments LLC | 45,432 | $1.87M | 0.04% | +1,284+2.9% | Added |
| Huber Capital Management LLC | 45,521 | $1.88M | 0.47% | +10,000+28.2% | Added |
| YHB Investment Advisors, Inc. | 45,549 | $1.88M | 0.20% | −970−2.1% | Reduced |
| ETF Managers Group, LLC | 45,904 | $1.89M | 0.09% | +45,904 | New |
| Argent Trust Co | 46,101 | $1.90M | 0.13% | −521−1.1% | Reduced |
| New England Research & Management, Inc. | 46,150 | $1.90M | 1.09% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 46,767 | $1.93M | 0.19% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 48,368 | $2.00M | 0.09% | −1,735−3.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 48,904 | $2.02M | 0.03% | −228−0.5% | Reduced |
| Connectus Wealth, LLC | 49,341 | $2.04M | 0.05% | +35,463+255.5% | Added |
| Gotham Asset Management, LLC | 50,287 | $2.07M | 0.06% | −86,365−63.2% | Reduced |
| LSV Asset Management | 50,700 | $2.09M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 51,440 | $2.12M | 0.02% | +24,635+91.9% | Added |
| American Century Companies Inc | 51,464 | $2.12M | 0.00% | +13,979+37.3% | Added |
| Norinchukin Bank, The | 51,494 | $2.12M | 0.05% | −12,154−19.1% | Reduced |
| Macquarie Group Ltd | 51,818 | $2.14M | 0.00% | −5,757−10.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 52,359 | $2.16M | 0.31% | −85,125−61.9% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.16M | 1.38% | 00.0% | Unchanged |
| Stephens Inc | 52,478 | $2.16M | 0.04% | −6,022−10.3% | Reduced |
| Blair William & Co | 52,519 | $2.17M | 0.01% | −4,521−7.9% | Reduced |
| Silvercrest Asset Management Group LLC | 52,527 | $2.17M | 0.02% | −2,165−4.0% | Reduced |
| Prio Wealth Limited Partnership | 52,696 | $2.17M | 0.09% | −230−0.4% | Reduced |
| Tower View Investment Management & Research LLC | 53,613 | $2.21M | 1.55% | −142−0.3% | Reduced |
| Louisiana State Employees Retirement System | 54,000 | $2.23M | 0.06% | +100+0.2% | Added |
| Heritage Investors Management Corp | 55,648 | $2.29M | 0.10% | +2,235+4.2% | Added |
| Transform Wealth, LLC | 55,784 | $2.30M | 0.26% | +42,822+330.4% | Added |
| Teza Capital Management LLC | 55,917 | $2.31M | 0.44% | +55,917 | New |
| Evercore Wealth Management, LLC | 56,316 | $2.32M | 0.05% | −1,170−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 56,484 | $2.33M | 0.06% | +1,745+3.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 56,600 | $2.33M | 0.55% | −2,180−3.7% | Reduced |
| JB Capital LLC | 56,664 | $2.34M | 0.23% | +872+1.6% | Added |
| Sargent Investment Group, LLC | 56,664 | $2.34M | 0.73% | −11,331−16.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 56,806 | $2.34M | 0.11% | +2,101+3.8% | Added |
| Seeyond | 57,017 | $2.35M | 0.23% | −904−1.6% | Reduced |
| Wesbanco Bank Inc | 57,270 | $2.36M | 0.11% | +2,992+5.5% | Added |
| Brinker Capital Investments, LLC | 57,421 | $2.37M | 0.05% | −4,660−7.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 57,787 | $2.38M | 0.12% | −53−0.1% | Reduced |
| Poehling Capital Management, LLC | 58,323 | $2.41M | 0.90% | +2,050+3.6% | Added |
| Delta Capital Management LLC | 58,405 | $2.41M | 1.76% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 58,634 | $2.42M | 0.12% | −430−0.7% | Reduced |
| Daiwa Securities Group Inc. | 58,823 | $2.43M | 0.02% | +2,670+4.8% | Added |
| Wealthfront Advisers LLC | 58,903 | $2.43M | 0.01% | −50,505−46.2% | Reduced |
| Nordea Investment Management AB | 59,007 | $2.44M | 0.00% | −14,181−19.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 59,746 | $2.46M | 0.00% | +2,707+4.7% | Added |
| M Holdings Securities, Inc. | 60,255 | $2.49M | 0.26% | −130−0.2% | Reduced |
| Hartford Investment Management Co | 60,528 | $2.50M | 0.08% | −19,075−24.0% | Reduced |
| Ethic Inc. | 61,239 | $2.52M | 0.14% | −5,694−8.5% | Reduced |
| CWM, LLC | 61,933 | $2.56M | 0.02% | +3,653+6.3% | Added |
| JustInvest LLC | 62,063 | $2.56M | 0.11% | +2,174+3.6% | Added |
| AMG National Trust Bank | 62,458 | $2.58M | 0.09% | +192+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 62,666 | $2.58M | 0.00% | −19,788−24.0% | Reduced |
| Brown Brothers Harriman & Co | 62,675 | $2.59M | 0.02% | −1,095−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 138,787 | $2.59M | 0.01% | −7,851−5.4% | Reduced |
| Lee Danner & Bass Inc | 63,854 | $2.63M | 0.25% | −1,787−2.7% | Reduced |
| Canandaigua National Corp | 63,866 | $2.63M | 0.45% | −496−0.8% | Reduced |
| Cohen Capital Management, Inc. | 64,090 | $2.64M | 0.54% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 64,403 | $2.66M | 0.09% | −1,229−1.9% | Reduced |
| Oregon Public Employees Retirement Fund | 64,430 | $2.66M | 0.03% | +127+0.2% | Added |
| Elo Mutual Pension Insurance Co | 65,149 | $2.69M | 0.09% | +1,441+2.3% | Added |