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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 37,497 | $1.49M | 0.04% | +5,162+16.0% | Added |
| Impax Asset Management Group plc | 35,859 | $1.48M | 0.01% | −1,410−3.8% | Reduced |
| Wellington Management Group LLP | 35,726 | $1.47M | 0.00% | +21,305+147.7% | Added |
| Zurich Insurance Group Ltd | 35,500 | $1.46M | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 35,501 | $1.46M | 0.03% | 00.0% | Unchanged |
| Tiaa, FSB | 35,244 | $1.45M | 0.01% | −1,557−4.2% | Reduced |
| Headinvest, LLC | 34,962 | $1.44M | 0.32% | −764−2.1% | Reduced |
| Panagora Asset Management Inc | 34,950 | $1.44M | 0.01% | +2,582+8.0% | Added |
| Glenview Trust Co | 34,664 | $1.43M | 0.05% | −1,090−3.0% | Reduced |
| Whittier Trust Co | 34,541 | $1.42M | 0.03% | −307−0.9% | Reduced |
| Ieq Capital, LLC | 34,278 | $1.41M | 0.04% | +5,940+21.0% | Added |
| Avantax Advisory Services, Inc. | 34,098 | $1.41M | 0.02% | −6,057−15.1% | Reduced |
| Guggenheim Capital LLC | 34,082 | $1.41M | 0.01% | −49−0.1% | Reduced |
| Vident Investment Advisory, LLC | 34,055 | $1.40M | 0.05% | +4,215+14.1% | Added |
| Pacific Global Investment Management CO | 33,986 | $1.40M | 0.31% | +443+1.3% | Added |
| Gofen & Glossberg LLC | 33,952 | $1.40M | 0.04% | −243−0.7% | Reduced |
| NBT Bank N A | 33,462 | $1.38M | 0.20% | −1,915−5.4% | Reduced |
| Proequities, Inc. | 33,186 | $1.38M | 0.11% | +381+1.2% | Added |
| Lakewood Asset Management LLC | 33,019 | $1.36M | 1.10% | +33,019 | New |
| Lighthouse Investment Partners, LLC | 33,000 | $1.36M | 0.25% | −38,000−53.5% | Reduced |
| Woodstock Corp | 32,338 | $1.33M | 0.18% | −325−1.0% | Reduced |
| Essex Financial Services, Inc. | 32,232 | $1.33M | 0.14% | −703−2.1% | Reduced |
| Barden Capital Management, Inc. | 32,004 | $1.32M | 1.35% | +3,615+12.7% | Added |
| AIA Group Ltd | 32,019 | $1.32M | 0.08% | +2,945+10.1% | Added |
| Cunning Capital Partners, LP | 31,795 | $1.31M | 0.93% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 31,754 | $1.31M | 0.11% | +2,764+9.5% | Added |
| Cullinan Associates Inc | 31,661 | $1.31M | 0.07% | +3,161+11.1% | Added |
| Burney Co | 31,477 | $1.30M | 0.07% | −1,480−4.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 31,470 | $1.30M | 0.02% | −4,701−13.0% | Reduced |
| United Services Automobile Association | 31,323 | $1.29M | 0.03% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 31,230 | $1.29M | 0.36% | +5,245+20.2% | Added |
| Atria Wealth Solutions, Inc. | 30,928 | $1.28M | 0.02% | +7,017+29.3% | Added |
| Shell Asset Management Co | 30,960 | $1.28M | 0.06% | −7,311−19.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,953 | $1.28M | 0.13% | +14,323+86.1% | Added |
| Bartlett & Co. LLC | 30,069 | $1.25M | 0.03% | −1,065−3.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30,069 | $1.25M | 0.03% | −1,065−3.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 30,160 | $1.24M | 0.11% | 00.0% | Unchanged |
| Romano Brothers and Company | 30,041 | $1.24M | 0.19% | −433−1.4% | Reduced |
| Cetera Investment Advisers | 30,009 | $1.24M | 0.01% | +7,419+32.8% | Added |
| Sather Financial Group Inc | 30,000 | $1.24M | 0.10% | +30,000 | New |
| HRT Financial LP | 29,942 | $1.24M | 0.02% | +29,942 | New |
| KCM Investment Advisors LLC | 29,772 | $1.23M | 0.05% | −721−2.4% | Reduced |
| Financial Advocates Investment Management | 29,559 | $1.22M | 0.09% | −261−0.9% | Reduced |
| Assenagon Asset Management S.A. | 29,481 | $1.22M | 0.01% | −2,051−6.5% | Reduced |
| Delta Financial Advisors LLC | 29,345 | $1.21M | 0.59% | +30.0% | Added |
| Neo Ivy Capital Management | 29,238 | $1.21M | 0.82% | +29,238 | New |
| Northwestern Mutual Wealth Management Co | 29,163 | $1.20M | 0.00% | +3,084+11.8% | Added |
| Selway Asset Management | 28,500 | $1.18M | 0.62% | +1,700+6.3% | Added |
| Pinebridge Investments, L.P. | 28,451 | $1.17M | 0.01% | +3,695+14.9% | Added |
| Magnetar Financial LLC | 28,415 | $1.17M | 0.02% | +28,415 | New |
| Goelzer Investment Management, Inc. | 27,700 | $1.14M | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 27,650 | $1.14M | 0.04% | +5,109+22.7% | Added |
| Assetmark, Inc | 27,262 | $1.12M | 0.00% | +971+3.7% | Added |
| Diversified Trust Co | 27,210 | $1.12M | 0.05% | +10,757+65.4% | Added |
| Central Trust Co | 27,199 | $1.12M | 0.03% | −957−3.4% | Reduced |
| Perigon Wealth Management, LLC | 27,136 | $1.12M | 0.07% | +3,758+16.1% | Added |
| FineMark National Bank & Trust | 27,100 | $1.12M | 0.05% | −2,019−6.9% | Reduced |
| MAI Capital Management | 26,382 | $1.09M | 0.02% | −294−1.1% | Reduced |
| Colony Group LLC | 26,336 | $1.09M | 0.02% | +5,656+27.4% | Added |
| National Asset Management, Inc. | 26,151 | $1.08M | 0.03% | −3,289−11.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,210 | $1.08M | 0.03% | −5,048−16.1% | Reduced |
| Segall Bryant & Hamill, LLC | 26,050 | $1.07M | 0.01% | −2,061−7.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.07M | 0.17% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 25,789 | $1.06M | 0.05% | 00.0% | Unchanged |
| AXS Investments LLC | 25,616 | $1.06M | 0.38% | +947+3.8% | Added |
| Southport Management, L.L.C. | 25,000 | $1.03M | 5.49% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 24,982 | $1.03M | 0.02% | +2,296+10.1% | Added |
| Principle Wealth Partners LLC | 24,802 | $1.02M | 0.12% | −900−3.5% | Reduced |
| Birch Hill Investment Advisors LLC | 24,720 | $1.02M | 0.07% | +325+1.3% | Added |
| Neville Rodie & Shaw Inc | 24,599 | $1.01M | 0.10% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 24,547 | $1.01M | 0.09% | +12,040+96.3% | Added |
| Lazard Freres Gestion S.A.S. | 24,085 | $1.01M | 0.04% | −3,100−11.4% | Reduced |
| Investment Management of Virginia LLC | 24,400 | $1.01M | 0.20% | −225−0.9% | Reduced |
| First Manhattan Co | 24,167 | $996.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 24,006 | $990.2K | 0.26% | −369−1.5% | Reduced |
| Choate Investment Advisors | 23,907 | $986.2K | 0.06% | +179+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 23,807 | $982.0K | 0.03% | +12,265+106.3% | Added |
| Benjamin Edwards Inc | 23,748 | $980.0K | 0.26% | +372+1.6% | Added |
| CIBC World Markets Inc. | 23,513 | $970.0K | 0.00% | +2,263+10.6% | Added |
| Empowered Funds, LLC | 23,481 | $968.6K | 0.06% | +4,813+25.8% | Added |
| AE Wealth Management LLC | 23,464 | $967.9K | 0.01% | +4,745+25.3% | Added |
| Curbstone Financial Management Corp | 23,318 | $962.0K | 0.24% | −2,850−10.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 23,075 | $951.8K | 0.14% | +23,075 | New |
| L & S Advisors Inc | 23,044 | $950.6K | 0.18% | +23,044 | New |
| Van Hulzen Asset Management, LLC | 23,025 | $950.0K | 0.11% | −300−1.3% | Reduced |
| Everence Capital Management Inc | 22,720 | $937.0K | 0.08% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 22,652 | $934.4K | 0.01% | −217,292−90.6% | Reduced |
| Bleakley Financial Group, LLC | 22,631 | $933.5K | 0.03% | +22,631 | New |
| TownSquare Capital, LLC | 22,509 | $928.5K | 0.02% | +9,156+68.6% | Added |
| Meiji Yasuda Life Insurance Co | 22,473 | $927.0K | 0.02% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 22,358 | $922.3K | 1.00% | −899−3.9% | Reduced |
| Lake Street Advisors Group, LLC | 22,346 | $922.0K | 0.06% | +25+0.1% | Added |
| SG Americas Securities, LLC | 22,285 | $919.0K | 0.01% | −170−0.8% | Reduced |
| Garrison Point Advisors, LLC | 22,275 | $918.8K | 0.75% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 22,232 | $917.0K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 22,218 | $916.5K | 0.01% | −1,573−6.6% | Reduced |
| Railway Pension Investments Ltd | 22,200 | $915.8K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 22,107 | $912.0K | 0.03% | −151−0.7% | Reduced |
| Sawgrass Asset Management LLC | 22,107 | $911.9K | 0.12% | −4,305−16.3% | Reduced |
| Hohimer Wealth Management, LLC | 22,094 | $911.4K | 0.29% | −8,493−27.8% | Reduced |