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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 71,516 | $2.95M | 0.00% | +5,884+9.0% | Added |
| Gabelli Funds LLC | 71,500 | $2.95M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 71,218 | $2.94M | 0.02% | +24,097+51.1% | Added |
| Cetera Advisor Networks LLC | 70,461 | $2.91M | 0.02% | +32,312+84.7% | Added |
| Lazard Asset Management LLC | 69,855 | $2.88M | 0.00% | +74+0.1% | Added |
| Patten Group, Inc. | 68,960 | $2.84M | 0.89% | +2,331+3.5% | Added |
| Securian Asset Management, Inc | 68,649 | $2.83M | 0.08% | +223+0.3% | Added |
| Crossmark Global Holdings, Inc. | 68,520 | $2.83M | 0.07% | +2,344+3.5% | Added |
| Prudential PLC | 67,858 | $2.80M | 0.04% | +23,777+53.9% | Added |
| GAM Holding AG | 67,547 | $2.79M | 0.22% | −104−0.2% | Reduced |
| Huntington National Bank | 66,797 | $2.76M | 0.03% | −8,538−11.3% | Reduced |
| Mercer Global Advisors Inc | 66,774 | $2.75M | 0.01% | −18,248−21.5% | Reduced |
| Maryland State Retirement & Pension System | 66,402 | $2.74M | 0.08% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 66,284 | $2.73M | 0.06% | +5,396+8.9% | Added |
| Kentucky Retirement Systems | 66,167 | $2.73M | 0.11% | +290+0.4% | Added |
| Eqis Capital Management, Inc. | 66,042 | $2.72M | 0.31% | −4,273−6.1% | Reduced |
| Cerity Partners LLC | 59,238 | $2.69M | 0.02% | +9,104+18.2% | Added |
| Elo Mutual Pension Insurance Co | 65,149 | $2.69M | 0.09% | +1,441+2.3% | Added |
| Oregon Public Employees Retirement Fund | 64,430 | $2.66M | 0.03% | +127+0.2% | Added |
| Raymond James Trust N.A. | 64,403 | $2.66M | 0.09% | −1,229−1.9% | Reduced |
| Cohen Capital Management, Inc. | 64,090 | $2.64M | 0.54% | 00.0% | Unchanged |
| 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 |
| CIBC Private Wealth Group, LLC | 138,787 | $2.59M | 0.01% | −7,851−5.4% | Reduced |
| Brown Brothers Harriman & Co | 62,675 | $2.59M | 0.02% | −1,095−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 62,666 | $2.58M | 0.00% | −19,788−24.0% | Reduced |
| AMG National Trust Bank | 62,458 | $2.58M | 0.09% | +192+0.3% | Added |
| JustInvest LLC | 62,063 | $2.56M | 0.11% | +2,174+3.6% | Added |
| CWM, LLC | 61,933 | $2.56M | 0.02% | +3,653+6.3% | Added |
| Ethic Inc. | 61,239 | $2.52M | 0.14% | −5,694−8.5% | Reduced |
| Hartford Investment Management Co | 60,528 | $2.50M | 0.08% | −19,075−24.0% | Reduced |
| M Holdings Securities, Inc. | 60,255 | $2.49M | 0.26% | −130−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 59,746 | $2.46M | 0.00% | +2,707+4.7% | Added |
| Nordea Investment Management AB | 59,007 | $2.44M | 0.00% | −14,181−19.4% | Reduced |
| Wealthfront Advisers LLC | 58,903 | $2.43M | 0.01% | −50,505−46.2% | Reduced |
| Daiwa Securities Group Inc. | 58,823 | $2.43M | 0.02% | +2,670+4.8% | Added |
| Cohen Klingenstein LLC | 58,634 | $2.42M | 0.12% | −430−0.7% | Reduced |
| Delta Capital Management LLC | 58,405 | $2.41M | 1.76% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 58,323 | $2.41M | 0.90% | +2,050+3.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 57,787 | $2.38M | 0.12% | −53−0.1% | Reduced |
| Brinker Capital Investments, LLC | 57,421 | $2.37M | 0.05% | −4,660−7.5% | Reduced |
| Wesbanco Bank Inc | 57,270 | $2.36M | 0.11% | +2,992+5.5% | Added |
| Seeyond | 57,017 | $2.35M | 0.23% | −904−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 56,806 | $2.34M | 0.11% | +2,101+3.8% | Added |
| Sargent Investment Group, LLC | 56,664 | $2.34M | 0.73% | −11,331−16.7% | Reduced |
| JB Capital LLC | 56,664 | $2.34M | 0.23% | +872+1.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 56,600 | $2.33M | 0.55% | −2,180−3.7% | Reduced |
| Stratos Wealth Partners, LTD. | 56,484 | $2.33M | 0.06% | +1,745+3.2% | Added |
| Evercore Wealth Management, LLC | 56,316 | $2.32M | 0.05% | −1,170−2.0% | Reduced |
| Teza Capital Management LLC | 55,917 | $2.31M | 0.44% | +55,917 | New |
| Transform Wealth, LLC | 55,784 | $2.30M | 0.26% | +42,822+330.4% | Added |
| Heritage Investors Management Corp | 55,648 | $2.29M | 0.10% | +2,235+4.2% | Added |
| Louisiana State Employees Retirement System | 54,000 | $2.23M | 0.06% | +100+0.2% | Added |
| Tower View Investment Management & Research LLC | 53,613 | $2.21M | 1.55% | −142−0.3% | Reduced |
| Prio Wealth Limited Partnership | 52,696 | $2.17M | 0.09% | −230−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 52,527 | $2.17M | 0.02% | −2,165−4.0% | Reduced |
| Blair William & Co | 52,519 | $2.17M | 0.01% | −4,521−7.9% | Reduced |
| Stephens Inc | 52,478 | $2.16M | 0.04% | −6,022−10.3% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.16M | 1.38% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 52,359 | $2.16M | 0.31% | −85,125−61.9% | Reduced |
| Macquarie Group Ltd | 51,818 | $2.14M | 0.00% | −5,757−10.0% | Reduced |
| Norinchukin Bank, The | 51,494 | $2.12M | 0.05% | −12,154−19.1% | Reduced |
| American Century Companies Inc | 51,464 | $2.12M | 0.00% | +13,979+37.3% | Added |
| Rafferty Asset Management, LLC | 51,440 | $2.12M | 0.02% | +24,635+91.9% | Added |
| LSV Asset Management | 50,700 | $2.09M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 50,287 | $2.07M | 0.06% | −86,365−63.2% | Reduced |
| Connectus Wealth, LLC | 49,341 | $2.04M | 0.05% | +35,463+255.5% | Added |
| Williams Jones Wealth Management, LLC. | 48,904 | $2.02M | 0.03% | −228−0.5% | Reduced |
| Metropolitan Life Insurance Co | 48,368 | $2.00M | 0.09% | −1,735−3.5% | Reduced |
| Cacti Asset Management LLC | 46,767 | $1.93M | 0.19% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 46,150 | $1.90M | 1.09% | 00.0% | Unchanged |
| Argent Trust Co | 46,101 | $1.90M | 0.13% | −521−1.1% | Reduced |
| ETF Managers Group, LLC | 45,904 | $1.89M | 0.09% | +45,904 | New |
| YHB Investment Advisors, Inc. | 45,549 | $1.88M | 0.20% | −970−2.1% | Reduced |
| Huber Capital Management LLC | 45,521 | $1.88M | 0.47% | +10,000+28.2% | Added |
| Atria Investments LLC | 45,432 | $1.87M | 0.04% | +1,284+2.9% | Added |
| Whittier Trust Co of Nevada Inc | 45,002 | $1.86M | 0.07% | −2,506−5.3% | Reduced |
| Veritable, L.P. | 44,878 | $1.85M | 0.03% | −1,321−2.9% | Reduced |
| Capstone Investment Advisors, LLC | 44,724 | $1.84M | 0.05% | −25,875−36.7% | Reduced |
| Cetera Advisors LLC | 41,898 | $1.73M | 0.03% | +9,154+28.0% | Added |
| Monarch Capital Management Inc | 41,638 | $1.73M | 0.53% | −1,523−3.5% | Reduced |
| Trust Co of Vermont | 41,587 | $1.72M | 0.13% | −2,967−6.7% | Reduced |
| 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 |
| South Dakota Investment Council | 40,609 | $1.68M | 0.04% | +1,600+4.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.65M | 0.52% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 39,917 | $1.65M | 0.09% | −3,500−8.1% | Reduced |
| Cipher Capital LP | 39,785 | $1.64M | 0.31% | +39,785 | New |
| NorthCrest Asset Manangement, LLC | 39,646 | $1.64M | 0.09% | −5,925−13.0% | Reduced |
| IFP Advisors, Inc | 121,273 | $1.62M | 0.05% | +12,801+11.8% | Added |
| IMA Wealth, Inc. | 38,653 | $1.59M | 0.42% | +58+0.2% | Added |
| Twinbeech Capital LP | 38,398 | $1.58M | 0.03% | −229,868−85.7% | Reduced |
| Boston Private Wealth LLC | 37,619 | $1.55M | 0.02% | −3,519−8.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 37,595 | $1.55M | 0.10% | +37,595 | New |
| Moors & Cabot, Inc. | 37,548 | $1.55M | 0.11% | −1,196−3.1% | Reduced |
| Thrivent Financial for Lutherans | 37,360 | $1.54M | 0.00% | −102−0.3% | Reduced |
| Advisor Partners II, LLC | 37,040 | $1.53M | 0.09% | +1,029+2.9% | Added |
| McMillion Capital Management Inc | 36,548 | $1.51M | 1.36% | −515−1.4% | Reduced |
| Bessemer Group Inc | 36,275 | $1.50M | 0.00% | +7,565+26.3% | Added |
| E. Ohman J:or Asset Management AB | 36,200 | $1.49M | 0.07% | 00.0% | Unchanged |