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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 2,179 | $89.9K | 0.01% | −235−9.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,179 | $89.9K | 0.05% | +103+5.0% | Added |
| Ulland Investment Advisors, LLC | 2,144 | $88.0K | 0.11% | +45+2.1% | Added |
| DuPont Capital Management Corp | 2,126 | $87.7K | 0.00% | −205−8.8% | Reduced |
| Addison Advisors LLC | 2,077 | $85.7K | 0.05% | −316−13.2% | Reduced |
| Duncker Streett & Co Inc | 2,069 | $85.3K | 0.02% | +4+0.2% | Added |
| Riverview Trust Co | 2,057 | $85.0K | 0.08% | +1,057+105.7% | Added |
| Fortis Advisors, LLC | 2,000 | $82.5K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,985 | $82.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,342 | $81.7K | 0.02% | +10.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $81.5K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,951 | $80.0K | 0.01% | −199−9.3% | Reduced |
| Horan Securities, Inc. | 1,916 | $79.0K | 0.04% | −17−0.9% | Reduced |
| M&R Capital Management Inc | 1,885 | $77.8K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,851 | $76.4K | 0.00% | −150−7.5% | Reduced |
| Old Second National Bank of Aurora | 1,800 | $74.3K | 0.02% | +800+80.0% | Added |
| JFS Wealth Advisors, LLC | 1,780 | $73.4K | 0.01% | +929+109.2% | Added |
| Capital Analysts, LLC | 1,767 | $73.0K | 0.00% | +4+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,728 | $71.3K | 0.03% | +4+0.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,722 | $71.0K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,717 | $70.8K | 0.02% | −35−2.0% | Reduced |
| NVWM, LLC | 1,709 | $70.5K | 0.03% | −634−27.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,699 | $70.1K | 0.04% | +1,699 | New |
| Accel Wealth Management | 1,689 | $69.7K | 0.03% | −414−19.7% | Reduced |
| Aua Capital Management, LLC | 1,686 | $69.5K | 0.05% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,669 | $68.8K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,655 | $68.3K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $68.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,631 | $67.3K | 0.01% | −1,000−38.0% | Reduced |
| RFP Financial Group LLC | 1,600 | $66.0K | 0.03% | +1,600 | New |
| Madden Securities Corp | 1,585 | $65.4K | 0.03% | +1,585 | New |
| Oakmont Corp | 1,539 | $63.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,519 | $63.0K | 0.05% | −9−0.6% | Reduced |
| Field & Main Bank | 1,500 | $61.9K | 0.04% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,483 | $61.2K | 0.01% | +259+21.2% | Added |
| Bellevue Asset Management, LLC | 1,432 | $58.6K | 0.05% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,420 | $58.6K | 0.00% | −210−12.9% | Reduced |
| Register Financial Advisors LLC | 1,419 | $58.5K | 0.04% | +1,419 | New |
| Thompson Siegel & Walmsley LLC | 1,381 | $57.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,385 | $57.0K | 0.07% | +373+36.9% | Added |
| Sugarloaf Wealth Management, LLC | 1,333 | $55.0K | 0.01% | +1+0.1% | Added |
| Beacon Capital Management, LLC | 1,318 | $54.4K | 0.02% | −50−3.7% | Reduced |
| Arcus Capital Partners, LLC | 1,313 | $54.1K | 0.02% | +1,313 | New |
| Tilia Fiduciary Partners, Inc. | 1,287 | $53.1K | 0.05% | +1+0.1% | Added |
| TCI Wealth Advisors, Inc. | 1,244 | $51.3K | 0.01% | +21+1.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,212 | $50.2K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,133 | $47.0K | 0.03% | −20−1.7% | Reduced |
| Aspire Private Capital, LLC | 1,119 | $46.2K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,113 | $45.9K | 0.00% | −8−0.7% | Reduced |
| Baystate Wealth Management LLC | 1,090 | $45.0K | 0.00% | +1+0.1% | Added |
| Highlander Capital Management, LLC | 1,080 | $45.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,070 | $44.1K | 0.01% | +267+33.3% | Added |
| Sageworth Trust Co | 1,067 | $44.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,057 | $43.6K | 0.00% | −602−36.3% | Reduced |
| Key Financial Inc | 1,226 | $43.6K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $41.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 965 | $40.0K | 0.02% | −17−1.7% | Reduced |
| Cary Street Partners Asset Management LLC | 949 | $39.1K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 904 | $37.3K | 0.01% | +904 | New |
| Norwood Financial Corp | 900 | $37.1K | 0.06% | −40−4.3% | Reduced |
| Tompkins Financial Corp | 907 | $37.0K | 0.01% | −129−12.5% | Reduced |
| Portland Hill Asset Management Ltd | 874 | $37.0K | 0.10% | +874 | New |
| Armstrong Advisory Group, Inc | 896 | $37.0K | 0.00% | +896 | New |
| Moisand Fitzgerald Tamayo, LLC | 872 | $36.0K | 0.01% | +354+68.3% | Added |
| Pathway Financial Advisers, LLC | 868 | $35.8K | 0.01% | +868 | New |
| Centennial Bank | 839 | $34.6K | 0.02% | +839 | New |
| Pinnacle Financial Partners Inc | 836 | $34.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 824 | $34.1K | 0.01% | +175+27.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 832 | $34.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 813 | $33.6K | 0.01% | +813 | New |
| Truvestments Capital LLC | 803 | $33.1K | 0.02% | −29−3.5% | Reduced |
| Pinnacle Bancorp, Inc. | 800 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 768 | $32.2K | 0.01% | +768 | New |
| JJJ Advisors Inc. | 684 | $31.0K | 0.01% | +218+46.8% | Added |
| Valley National Advisers Inc | 686 | $31.0K | 0.01% | +9+1.3% | Added |
| Creative Capital Management Investments LLC | 746 | $31.0K | 0.03% | +746 | New |
| Orion Capital Management LLC | 750 | $30.9K | 0.02% | −250−25.0% | Reduced |
| Antonetti Capital Management LLC | 748 | $30.9K | 0.04% | 00.0% | Unchanged |
| Motco | 732 | $30.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 725 | $29.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 724 | $29.9K | 0.01% | +724 | New |
| Gradient Investments LLC | 722 | $29.8K | 0.00% | −81−10.1% | Reduced |
| Aquatic Capital Management LLC | 700 | $29.0K | 0.00% | +700 | New |
| Osterweis Capital Management Inc | 700 | $28.9K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $28.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 694 | $28.6K | 0.00% | −215−23.7% | Reduced |
| Laffer Tengler Investments | 670 | $27.6K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 650 | $27.0K | 0.00% | −231−26.2% | Reduced |
| Zullo Investment Group, Inc. | 645 | $26.6K | 0.02% | +37+6.1% | Added |
| MinichMacGregor Wealth Management, LLC | 644 | $26.6K | 0.01% | +644 | New |
| Sound Income Strategies, LLC | 630 | $26.0K | 0.00% | −32−4.8% | Reduced |
| Lumature Wealth Partners, LLC | 612 | $25.2K | 0.01% | −57−8.5% | Reduced |
| First National Bank of South Miami | 600 | $25.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 590 | $24.3K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 585 | $24.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 581 | $24.0K | 0.00% | −75−11.4% | Reduced |
| Hexagon Capital Partners LLC | 580 | $23.9K | 0.01% | −197−25.4% | Reduced |
| Legend Financial Advisors, Inc. | 569 | $23.5K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 557 | $23.0K | 0.01% | −198−26.2% | Reduced |
| Glen Eagle Advisors, LLC | 554 | $22.9K | 0.01% | −27−4.6% | Reduced |