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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 22,024 | $908.5K | 0.09% | +1,800+8.9% | Added |
| Schnieders Capital Management LLC | 21,912 | $903.9K | 0.21% | +3,858+21.4% | Added |
| Vontobel Holding Ltd. | 22,002 | $901.2K | 0.01% | +5,565+33.9% | Added |
| Nwam LLC | 21,828 | $900.4K | 0.08% | +21,828 | New |
| HB Wealth Management, LLC | 21,481 | $886.1K | 0.02% | −5,409−20.1% | Reduced |
| Kinneret Advisory, LLC | 20,957 | $868.4K | 0.11% | +20,957 | New |
| Liberty Capital Management, Inc. | 21,046 | $868.1K | 0.30% | −68−0.3% | Reduced |
| Ahl Investment Management, Inc. | 20,960 | $864.6K | 0.80% | −650−3.0% | Reduced |
| Quantum Private Wealth, LLC | 20,931 | $863.4K | 0.55% | +5,027+31.6% | Added |
| Fractal Investments LLC | 20,896 | $862.0K | 0.21% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,870 | $860.9K | 0.01% | −1,191−5.4% | Reduced |
| Roberts Glore & Co Inc | 20,665 | $852.4K | 0.30% | −375−1.8% | Reduced |
| Greenleaf Trust | 20,606 | $850.0K | 0.01% | −47,331−69.7% | Reduced |
| Hunter Associates Investment Management LLC | 20,322 | $840.0K | 0.20% | +4,150+25.7% | Added |
| Lipe & Dalton | 20,300 | $837.0K | 0.48% | −814−3.9% | Reduced |
| Abbrea Capital, LLC | 20,061 | $831.2K | 0.15% | +90+0.5% | Added |
| Vestcor Inc | 19,965 | $824.0K | 0.03% | −41−0.2% | Reduced |
| Sigma Planning Corp | 19,956 | $823.2K | 0.03% | −1,553−7.2% | Reduced |
| Chimera Capital Management LLC | 19,802 | $816.8K | 0.23% | +19,802 | New |
| Wetherby Asset Management Inc | 19,546 | $806.3K | 0.05% | +840+4.5% | Added |
| Tower Bridge Advisors | 19,534 | $805.8K | 0.07% | +150+0.8% | Added |
| Bollard Group LLC | 19,175 | $791.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 19,074 | $786.8K | 0.02% | +335+1.8% | Added |
| Davis Investment Partners, LLC | 17,301 | $786.2K | 0.40% | +17,301 | New |
| CAPROCK Group, Inc. | 18,950 | $785.2K | 0.07% | +538+2.9% | Added |
| Arthur M. Cohen & Associates, LLC | 19,000 | $783.8K | 0.21% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 18,991 | $783.4K | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 18,972 | $783.0K | 0.02% | +10,450+122.6% | Added |
| Patten & Patten Inc | 18,949 | $782.0K | 0.07% | +310+1.7% | Added |
| Bridges Investment Management Inc | 18,943 | $781.4K | 0.03% | −100−0.5% | Reduced |
| FORA Capital, LLC | 18,898 | $779.5K | 0.13% | +18,898 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 18,583 | $777.6K | 0.06% | −1,047−5.3% | Reduced |
| True Wealth Design, LLC | 18,833 | $776.9K | 0.36% | +18,833 | New |
| Bokf, NA | 18,831 | $776.8K | 0.01% | +139+0.7% | Added |
| City Holding Co | 18,741 | $773.0K | 0.14% | −1,102−5.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,621 | $768.1K | 0.01% | −607−3.2% | Reduced |
| Wendell David Associates Inc | 18,570 | $766.0K | 0.09% | −150−0.8% | Reduced |
| David Loasby | 16,760 | $757.4K | 0.10% | +94+0.6% | Added |
| Caldwell Trust Co | 18,290 | $754.5K | 0.11% | −14−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 18,149 | $749.0K | 0.02% | +2,072+12.9% | Added |
| EagleClaw Capital Managment, LLC | 18,000 | $742.5K | 0.18% | 00.0% | Unchanged |
| Scotia Capital Inc. | 17,974 | $741.5K | 0.01% | −64−0.4% | Reduced |
| Pinnacle Associates Ltd | 17,959 | $740.8K | 0.02% | −1,287−6.7% | Reduced |
| Compagnie Lombard Odier SCmA | 17,651 | $728.0K | 0.02% | +7,459+73.2% | Added |
| Boyd Watterson Asset Management LLC | 17,313 | $714.2K | 0.29% | −625−3.5% | Reduced |
| Wedbush Securities Inc | 17,312 | $714.0K | 0.04% | +52+0.3% | Added |
| Security National Bank of So Dak | 17,264 | $712.0K | 0.52% | +3,214+22.9% | Added |
| Home Federal Bank of Tennessee | 17,074 | $704.3K | 0.27% | +300+1.8% | Added |
| Marble Harbor Investment Counsel, LLC | 16,893 | $696.8K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,045 | $694.9K | 0.02% | +8,503+62.8% | Added |
| Parallel Advisors, LLC | 16,777 | $692.1K | 0.03% | −478−2.8% | Reduced |
| Moody National Bank Trust Division | 16,769 | $692.0K | 0.06% | −3,303−16.5% | Reduced |
| Umb Bank N A | 16,386 | $676.0K | 0.01% | −382−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 16,300 | $672.4K | 0.02% | +4,923+43.3% | Added |
| Fishman Jay A Ltd | 16,267 | $671.0K | 0.09% | −600−3.6% | Reduced |
| Clearstead Advisors, LLC | 16,267 | $671.0K | 0.05% | +307+1.9% | Added |
| Valley Brook Capital Group | 16,263 | $670.9K | 0.64% | +401+2.5% | Added |
| Busey Wealth Management | 16,256 | $670.6K | 0.03% | −784−4.6% | Reduced |
| Trust Co of Toledo NA | 16,233 | $669.0K | 0.13% | −795−4.7% | Reduced |
| Westhampton Capital, LLC | 16,207 | $668.5K | 0.45% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15,905 | $659.0K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 15,968 | $658.7K | 0.01% | −21,641−57.5% | Reduced |
| Symphony Financial, Ltd. Co. | 15,499 | $656.8K | 0.17% | −11,305−42.2% | Reduced |
| Fox Run Management, L.L.C. | 15,880 | $655.0K | 0.26% | +15,880 | New |
| O'Shaughnessy Asset Management, LLC | 15,760 | $650.1K | 0.01% | +1,781+12.7% | Added |
| Bryn Mawr Trust Co | 15,709 | $648.0K | 0.03% | 00.0% | Unchanged |
| True North Advisors, LLC | 15,500 | $639.4K | 0.22% | +1,021+7.1% | Added |
| Curated Wealth Partners LLC | 15,445 | $637.1K | 0.15% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 15,436 | $636.7K | 0.21% | +15,436 | New |
| Estabrook Capital Management | 15,410 | $635.7K | 0.11% | −1,485−8.8% | Reduced |
| Morningstar Investment Services LLC | 15,177 | $635.0K | 0.01% | +10+0.1% | Added |
| Amussen Hunsaker Associates LLC | 13,776 | $634.3K | 0.18% | −209−1.5% | Reduced |
| Wedmont Private Capital | 14,615 | $630.3K | 0.09% | +7,609+108.6% | Added |
| Prospera Financial Services Inc | 15,278 | $630.2K | 0.03% | +7,207+89.3% | Added |
| Courier Capital LLC | 15,219 | $627.8K | 0.07% | −92−0.6% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $624.9K | 0.68% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 14,995 | $621.4K | 0.03% | −943−5.9% | Reduced |
| Mayflower Financial Advisors, LLC | 15,029 | $620.0K | 0.09% | +1,718+12.9% | Added |
| ELCO Management Co., LLC | 15,016 | $619.4K | 0.47% | +205+1.4% | Added |
| Horizon Investments, LLC | 14,961 | $617.0K | 0.02% | +5,464+57.5% | Added |
| Baldwin Investment Management, LLC | 14,927 | $615.7K | 0.11% | −75−0.5% | Reduced |
| Parsec Financial Management, Inc. | 14,845 | $612.4K | 0.03% | −353−2.3% | Reduced |
| River Wealth Advisors LLC | 14,832 | $611.8K | 0.12% | −595−3.9% | Reduced |
| Meeder Advisory Services, Inc. | 14,763 | $609.0K | 0.08% | +14,763 | New |
| TrinityPoint Wealth, LLC | 14,684 | $605.7K | 0.14% | +3,234+28.2% | Added |
| Wealthspire Advisors, LLC | 14,648 | $604.2K | 0.01% | +1,639+12.6% | Added |
| Foster & Motley Inc | 14,617 | $603.0K | 0.05% | −452−3.0% | Reduced |
| First City Capital Management, Inc. | 14,546 | $600.0K | 0.36% | −1,025−6.6% | Reduced |
| International Assets Investment Management, LLC | 36,062 | $599.9K | 0.06% | +24,195+203.9% | Added |
| Pitcairn Co | 14,484 | $597.5K | 0.06% | +130+0.9% | Added |
| Park Avenue Securities LLC | 14,475 | $597.0K | 0.01% | +2,631+22.2% | Added |
| Jefferies Financial Group Inc. | 14,455 | $596.3K | 0.01% | +14,455 | New |
| Ar Asset Management Inc | 14,400 | $594.0K | 0.17% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 14,500 | $593.9K | 0.01% | +14,500 | New |
| Trellis Wealth Advisors LLC | 14,395 | $593.8K | 0.51% | +14,395 | New |
| Lincoln National Corp | 14,374 | $592.9K | 0.01% | +588+4.3% | Added |
| Graypoint LLC | 14,373 | $592.9K | 0.07% | −433−2.9% | Reduced |
| Webster Bank, N. A. | 14,354 | $592.0K | 0.08% | −180−1.2% | Reduced |
| Montecito Bank & Trust | 14,109 | $582.0K | 0.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,097 | $581.6K | 0.03% | +82+0.6% | Added |