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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 5,526 | $227.9K | 0.10% | +5,526 | New |
| Leavell Investment Management, Inc. | 5,457 | $226.0K | 0.02% | +5,457 | New |
| Engineers Gate Manager LP | 5,429 | $223.9K | 0.01% | −53,474−90.8% | Reduced |
| First Foundation Advisors | 5,377 | $221.8K | 0.01% | −1,121−17.3% | Reduced |
| Aevitas Wealth Management, Inc. | 5,365 | $221.3K | 0.13% | +5,365 | New |
| Brighton Jones LLC | 5,359 | $221.0K | 0.01% | +5,359 | New |
| Blueshift Asset Management, LLC | 5,349 | $220.6K | 0.10% | +5,349 | New |
| Shelton Capital Management | 5,321 | $219.5K | 0.02% | +5,321 | New |
| Wintrust Investments LLC | 5,320 | $219.0K | 0.03% | −340−6.0% | Reduced |
| Adirondack Trust Co | 5,275 | $217.6K | 0.11% | −88−1.6% | Reduced |
| Integrated Advisors Network LLC | 5,268 | $217.3K | 0.01% | +5,268 | New |
| Claro Advisors LLC | 5,222 | $215.4K | 0.07% | +5,222 | New |
| Lowe Brockenbrough & Co Inc | 5,198 | $215.4K | 0.02% | −2,000−27.8% | Reduced |
| Clear Harbor Asset Management, LLC | 5,195 | $214.3K | 0.03% | +5,195 | New |
| Wealthcare Advisory Partners LLC | 5,175 | $213.5K | 0.01% | +5,175 | New |
| Deseret Mutual Benefit Administrators | 5,157 | $212.7K | 0.09% | −961−15.7% | Reduced |
| Endowment Wealth Management, Inc. | 5,156 | $212.7K | 0.23% | +5,156 | New |
| Point72 Middle East FZE | 5,154 | $212.6K | 0.02% | +5,154 | New |
| Laurel Wealth Advisors, Inc. | 5,109 | $211.0K | 0.02% | +5,109 | New |
| Aveo Capital Partners, LLC | 5,110 | $210.8K | 0.03% | +5,110 | New |
| Regal Wealth Group, Inc. | 5,082 | $209.6K | 0.15% | +5,082 | New |
| Thomasville National Bank | 5,057 | $209.0K | 0.02% | +5,057 | New |
| Gratus Capital LLC | 5,025 | $207.3K | 0.02% | +5,025 | New |
| First Financial Corp | 5,011 | $206.7K | 0.13% | 00.0% | Unchanged |
| Custos Family Office, LLC | 5,000 | $206.3K | 0.16% | +5,000 | New |
| LGT Group Foundation | 5,000 | $206.3K | 0.01% | +5,000 | New |
| BDO Wealth Advisors, LLC | 4,989 | $205.8K | 0.03% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,622 | $205.0K | 0.05% | +4,622 | New |
| Transcend Wealth Collective, LLC | 4,964 | $204.8K | 0.02% | +4,964 | New |
| Rathbone Brothers plc | 4,680 | $203.6K | 0.00% | +4,680 | New |
| Fidelis Capital Partners, LLC | 4,678 | $203.5K | 0.24% | +4,678 | New |
| Founders Capital Management, LLC | 4,881 | $201.3K | 0.05% | +4,881 | New |
| Kingfisher Capital LLC | 4,878 | $201.0K | 0.05% | +4,878 | New |
| Twelve Points Wealth Management LLC | 4,864 | $200.6K | 0.14% | +4,864 | New |
| Evergreen Capital Management LLC | 4,840 | $200.5K | 0.01% | +4,840 | New |
| Carmichael Hill & Associates, Inc. | 4,792 | $197.7K | 0.11% | −155−3.1% | Reduced |
| Jones Financial Companies LLLP | 4,692 | $193.0K | 0.00% | −464−9.0% | Reduced |
| Cypress Capital Management LLC (WY) | 4,560 | $188.1K | 0.23% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,550 | $187.7K | 0.10% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4,545 | $187.5K | 0.04% | +4,545 | New |
| Atlantic Trust, LLC | 4,428 | $183.0K | 0.06% | −90−2.0% | Reduced |
| Colonial Trust Co | 4,411 | $182.0K | 0.05% | −1,400−24.1% | Reduced |
| Centaurus Financial, Inc. | 4,286 | $177.0K | 0.02% | −484−10.1% | Reduced |
| Glassman Wealth Services | 4,240 | $174.9K | 0.03% | −114−2.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,202 | $173.3K | 0.01% | +4,202 | New |
| North Star Investment Management Corp. | 4,176 | $172.3K | 0.02% | +34+0.8% | Added |
| Ronald Blue Trust, Inc. | 4,855 | $172.0K | 0.00% | +2,269+87.7% | Added |
| TFC Financial Management | 4,135 | $170.6K | 0.05% | +14+0.3% | Added |
| Manchester Capital Management LLC | 4,092 | $168.8K | 0.02% | +25+0.6% | Added |
| Acropolis Investment Management, LLC | 4,091 | $168.8K | 0.02% | −390−8.7% | Reduced |
| West Oak Capital, LLC | 4,075 | $168.0K | 0.09% | −710−14.8% | Reduced |
| Harbor Investment Advisory, LLC | 3,911 | $161.3K | 0.03% | −3−0.1% | Reduced |
| First Command Bank | 3,904 | $161.0K | 0.02% | −893−18.6% | Reduced |
| First Command Financial Services, Inc. | 3,904 | $161.0K | 0.02% | −893−18.6% | Reduced |
| Grove Bank & Trust | 3,859 | $159.0K | 0.04% | +3,859 | New |
| Pittenger & Anderson Inc | 3,826 | $157.8K | 0.01% | −102−2.6% | Reduced |
| Smithfield Trust Co | 3,841 | $157.0K | 0.01% | −58−1.5% | Reduced |
| Harbour Investments, Inc. | 3,659 | $151.0K | 0.01% | −479−11.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,534 | $146.0K | 0.10% | −70−1.9% | Reduced |
| Monetary Management Group Inc | 3,525 | $145.4K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3,461 | $142.8K | 0.07% | +2,563+285.4% | Added |
| Parkside Financial Bank & Trust | 3,133 | $129.2K | 0.04% | +217+7.4% | Added |
| Mascoma Wealth Management LLC | 3,094 | $127.6K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,082 | $127.1K | 0.02% | +75+2.5% | Added |
| Bank of New Hampshire | 2,994 | $124.0K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,889 | $119.0K | 0.01% | −377−11.5% | Reduced |
| PEAK6 Investments LLC | 2,867 | $118.3K | 0.01% | +314+12.3% | Added |
| Global Retirement Partners, LLC | 2,785 | $114.9K | 0.01% | +281+11.2% | Added |
| TD Private Client Wealth LLC | 2,728 | $112.5K | 0.01% | −106−3.7% | Reduced |
| Atlas Capital Advisors LLC | 2,728 | $112.5K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,710 | $111.8K | 0.01% | −79−2.8% | Reduced |
| FinTrust Capital Advisors, LLC | 2,657 | $109.6K | 0.03% | −12−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,618 | $108.0K | 0.02% | −205−7.3% | Reduced |
| Wellington Shields & Co., LLC | 2,600 | $107.3K | 0.02% | −685−20.9% | Reduced |
| City State Bank | 2,603 | $107.0K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,600 | $107.0K | 0.06% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,610 | $107.0K | 0.02% | +265+11.3% | Added |
| Costello Asset Management, INC | 2,564 | $105.8K | 0.10% | +75+3.0% | Added |
| Evermay Wealth Management LLC | 2,548 | $105.4K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,537 | $104.7K | 0.01% | +1,823+255.3% | Added |
| Center for Financial Planning, Inc. | 2,533 | $104.5K | 0.03% | 00.0% | Unchanged |
| Sun Life Financial INC | 2,514 | $104.3K | 0.01% | −236−8.6% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $104.0K | 0.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,500 | $103.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,501 | $103.2K | 0.04% | +94+3.9% | Added |
| Citizens National Bank Trust Department | 2,500 | $103.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,463 | $101.6K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,462 | $101.6K | 0.01% | −627−20.3% | Reduced |
| Sageworth Trust Co of South Dakota | 2,437 | $101.0K | 0.23% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,446 | $100.9K | 0.04% | −3−0.1% | Reduced |
| Clear Perspectives Financial Planning, LLC | 2,442 | $100.7K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,422 | $100.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,388 | $98.5K | 0.06% | +56+2.4% | Added |
| MV Capital Management, Inc. | 2,381 | $98.2K | 0.02% | +146+6.5% | Added |
| Crewe Advisors LLC | 2,381 | $98.2K | 0.02% | +272+12.9% | Added |
| Massmutual Trust Co FSB | 2,379 | $98.0K | 0.00% | −35−1.4% | Reduced |
| Gables Capital Management Inc. | 2,350 | $96.9K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,314 | $95.5K | 0.01% | +2,314 | New |
| Clean Yield Group | 2,259 | $93.2K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,230 | $92.0K | 0.01% | +10.0% | Added |