Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2022: 1,219 institutions

Value heldQ4 2022: $29.6B

Institutions holding CARR and their total value by quarter
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.

Institutions holding CARR in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Archer Investment Corp	550	$22.7K	0.01%	−125−18.5%	Reduced
Riggs Asset Managment Co. Inc.	549	$22.6K	0.01%	00.0%	Unchanged
Red Tortoise LLC	542	$22.4K	0.02%	+542	New
One Wealth Advisors, LLC	532	$21.9K	0.01%	+532	New
Kelly Financial Services LLC	523	$21.6K	0.01%	+2+0.4%	Added
Pflug Koory, LLC	518	$21.0K	0.01%	−150−22.5%	Reduced
Front Row Advisors LLC	508	$21.0K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	500	$20.6K	0.00%	00.0%	Unchanged
Boit C F David	500	$20.6K	0.01%	00.0%	Unchanged
Intelligent Financial Strategies	497	$20.6K	0.02%	00.0%	Unchanged
Hollencrest Capital Management	486	$20.0K	0.00%	+486	New
MCF Advisors LLC	475	$19.7K	0.00%	00.0%	Unchanged
CNB Bank	473	$19.5K	0.01%	00.0%	Unchanged
Column Capital Advisors, LLC	466	$19.2K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	461	$19.0K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	460	$19.0K	0.02%	00.0%	Unchanged
Operose Advisors LLC	450	$18.6K	0.01%	+150+50.0%	Added
Accurate Wealth Management, LLC	413	$18.2K	0.01%	+413	New
SOA Wealth Advisors, LLC.	416	$17.2K	0.00%	00.0%	Unchanged
Core Alternative Capital	413	$17.1K	0.00%	−480−53.8%	Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	399	$16.5K	0.00%	00.0%	Unchanged
Earnest Partners LLC	393	$16.2K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	377	$15.6K	0.01%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	1,099	$15.0K	0.00%	+713+184.7%	Added
Heritage Wealth Management, LLC	354	$14.6K	0.00%	+177+100.0%	Added
Tortoise Investment Management, LLC	350	$14.4K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	346	$14.3K	0.01%	00.0%	Unchanged
Disciplined Investments, LLC	346	$14.3K	0.01%	−28−7.5%	Reduced
Cedar Mountain Advisors, LLC	344	$14.2K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	330	$14.0K	0.00%	−27−7.6%	Reduced
Westside Investment Management, Inc.	352	$14.0K	0.00%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	335	$13.8K	0.01%	+335	New
Brown, Lisle/Cummings, Inc.	325	$13.4K	0.01%	+100+44.4%	Added
Level Financial Advisors, Inc.	320	$13.0K	0.01%	00.0%	Unchanged
CoreFirst Bank & Trust	300	$12.4K	0.01%	−100−25.0%	Reduced
Annapolis Financial Services, LLC	300	$12.4K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	298	$12.3K	0.01%	−73−19.7%	Reduced
Endurance Wealth Management, Inc.	304	$12.0K	0.00%	+3+1.0%	Added
Harvest Fund Management Co., Ltd	280	$12.0K	0.00%	+280	New
Financial Connections Group, Inc.	299	$12.0K	0.01%	+299	New
Larson Financial Group LLC	287	$11.9K	0.00%	+1+0.3%	Added
Norway Savings Bank	276	$11.4K	0.01%	+36+15.0%	Added
Freedom Wealth Alliance, LLC	273	$11.3K	0.02%	+273	New
AlphaMark Advisors, LLC	255	$11.0K	0.01%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	247	$10.2K	0.01%	00.0%	Unchanged
Steward Financial Group LLC	252	$10.0K	0.00%	+252	New
Bogart Wealth, LLC	228	$9.42K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	221	$9.10K	0.01%	00.0%	Unchanged
DecisionPoint Financial, LLC	220	$9.07K	0.01%	+220	New
PrairieView Partners, LLC	227	$9.00K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	239	$9.00K	0.01%	+1+0.4%	Added
Financial Management Professionals, Inc.	209	$9.00K	0.00%	+57+37.5%	Added
Schubert & Co	210	$8.66K	0.01%	+8+4.0%	Added
St Germain D J Co Inc	5,935	$8.49K	0.00%	−693−10.5%	Reduced
Johnson Financial Group, Inc.	200	$8.29K	0.00%	+131+189.9%	Added
WR Wealth Planners, LLC	200	$8.25K	0.01%	00.0%	Unchanged
First Personal Financial Services	200	$8.25K	0.00%	00.0%	Unchanged
Phocas Financial Corp.	195	$8.04K	0.00%	+195	New
First PREMIER Bank	200	$8.00K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	184	$7.59K	0.00%	+184	New
Coppell Advisory Solutions Corp.	184	$7.59K	0.00%	+184	New
ICA Group Wealth Management, LLC	175	$7.37K	0.00%	+175	New
Richard W. Paul & Associates, LLC	173	$7.14K	0.00%	+173	New
Independence Bank of Kentucky	181	$7.00K	0.00%	00.0%	Unchanged
MBM Wealth Consultants, LLC	162	$7.00K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	169	$6.97K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	158	$6.52K	0.00%	00.0%	Unchanged
Baker Avenue Asset Management, LP	158	$6.52K	0.00%	+158	New
Mine & Arao Wealth Creation & Management, LLC.	150	$6.19K	0.00%	00.0%	Unchanged
Affiance Financial, LLC	150	$6.19K	0.00%	+150	New
Live Oak Investment Partners	–	$6.19K	0.01%	–	New
Thomas J. Herzfeld Advisors, Inc.	142	$5.86K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	135	$5.58K	0.00%	−10−6.9%	Reduced
McIlrath & Eck, LLC	135	$5.57K	0.00%	00.0%	Unchanged
McElhenny Sheffield Capital Management, LLC	127	$5.24K	0.00%	+127	New
Fairfield Financial Advisors, LTD	126	$5.18K	0.00%	+1+0.8%	Added
Corrado Advisors, LLC	122	$5.03K	0.00%	+122	New
Harel Insurance Investments & Financial Services Ltd.	110	$5.00K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	112	$4.62K	0.00%	+57+103.6%	Added
Providence Capital Advisors, LLC	108	$4.47K	0.00%	00.0%	Unchanged
High Net Worth Advisory Group LLC	100	$4.13K	0.00%	−29−22.5%	Reduced
Beaird Harris Wealth Management, LLC	100	$4.13K	0.00%	+100	New
Abound Wealth Management	99	$4.09K	0.00%	+58+141.5%	Added
Western Pacific Wealth Management, LP	99	$4.08K	0.00%	+99	New
My Personal CFO, LLC	93	$3.84K	0.00%	+93	New
Toth Financial Advisory Corp	90	$3.71K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	74	$3.05K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	84	$3.00K	0.00%	00.0%	Unchanged
Sawyer & Company, Inc	61	$3.00K	0.00%	00.0%	Unchanged
EWG Elevate Inc.	71	$2.93K	0.00%	+71	New
Atticus Wealth Management, LLC	70	$2.89K	0.00%	00.0%	Unchanged
Cribstone Capital Management, LLC	65	$2.68K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	55	$2.25K	0.00%	+55	New
PFS Partners, LLC	51	$2.11K	0.00%	00.0%	Unchanged
American National Bank	44	$2.00K	0.00%	+6+15.8%	Added
West Paces Advisors Inc.	40	$1.65K	0.00%	00.0%	Unchanged
TD Capital Management LLC	40	$1.65K	0.00%	00.0%	Unchanged
Adirondack Retirement Specialists, Inc.	40	$1.65K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	37	$1.53K	0.00%	−18−32.7%	Reduced
Marquette Asset Management, LLC	37	$1.53K	0.00%	+37	New