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 |
|---|---|---|---|---|---|
| Brendel Financial Advisors LLC | 14,078 | $581.0K | 1.16% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 14,035 | $578.9K | 0.42% | 00.0% | Unchanged |
| Sandy Spring Bank | 14,030 | $578.7K | 0.03% | +113+0.8% | Added |
| BKD Wealth Advisors, LLC | 13,960 | $575.9K | 0.02% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 13,912 | $573.9K | 0.03% | +850+6.5% | Added |
| Avestar Capital, LLC | 13,869 | $572.1K | 0.12% | +454+3.4% | Added |
| Kestra Private Wealth Services, LLC | 13,853 | $571.4K | 0.03% | +3,775+37.5% | Added |
| Venture Visionary Partners LLC | 13,834 | $570.6K | 0.04% | −641−4.4% | Reduced |
| Rossmore Private Capital | 13,776 | $568.3K | 0.09% | −8,286−37.6% | Reduced |
| Kingsview Wealth Management, LLC | 13,762 | $567.7K | 0.02% | −550−3.8% | Reduced |
| Federated Hermes, Inc. | 13,716 | $565.8K | 0.00% | −40,293−74.6% | Reduced |
| Advisory Services Network, LLC | 13,701 | $565.2K | 0.02% | −2,406−14.9% | Reduced |
| Cambridge Trust Co | 13,570 | $560.0K | 0.03% | −111−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,526 | $557.9K | 0.04% | +1,066+8.6% | Added |
| Waterford Advisors, LLC | 13,381 | $552.0K | 0.32% | +13,381 | New |
| Signaturefd, LLC | 13,356 | $550.9K | 0.02% | −91−0.7% | Reduced |
| N.E.W. Advisory Services LLC | 13,277 | $547.6K | 0.09% | +13,277 | New |
| Penobscot Investment Management Company, Inc. | 13,232 | $545.8K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 13,181 | $544.0K | 0.07% | +3,885+41.8% | Added |
| Excalibur Management Corp | 13,048 | $538.2K | 0.28% | +15+0.1% | Added |
| Holderness Investments Co | 12,999 | $536.2K | 0.23% | 00.0% | Unchanged |
| Miller Investment Management, LP | 12,990 | $535.8K | 0.09% | −4,510−25.8% | Reduced |
| Forte Capital LLC | 12,987 | $535.7K | 0.09% | +51+0.4% | Added |
| Werlinich Asset Management, LLC | 12,915 | $532.7K | 0.49% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 12,799 | $528.0K | 0.11% | −28−0.2% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $527.5K | 0.02% | +12,787 | New |
| Benedict Financial Advisors Inc | 12,757 | $526.2K | 0.16% | −877−6.4% | Reduced |
| Simmons Bank | 12,743 | $525.7K | 0.05% | −970−7.1% | Reduced |
| Chicago Capital, LLC | 12,738 | $525.4K | 0.03% | −1,265−9.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,731 | $525.2K | 0.02% | +1,350+11.9% | Added |
| Crestwood Advisors Group LLC | 12,713 | $524.4K | 0.02% | −1,049−7.6% | Reduced |
| Waters Parkerson & Co., LLC | 12,617 | $520.0K | 0.03% | −5,933−32.0% | Reduced |
| SYSTM Wealth Solutions LLC | 12,595 | $519.6K | 0.06% | +12,595 | New |
| Sound View Wealth Advisors Group, LLC | 9,032 | $518.9K | 0.06% | +2,473+37.7% | Added |
| Beese Fulmer Investment Management, Inc. | 12,561 | $518.1K | 0.06% | +80+0.6% | Added |
| Tower Research Capital LLC (TRC) | 12,550 | $518.0K | 0.02% | −64,579−83.7% | Reduced |
| Allred Capital Management, LLC | 12,500 | $515.6K | 0.28% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,484 | $515.0K | 0.04% | −658−5.0% | Reduced |
| Symmetry Partners, LLC | 12,366 | $510.0K | 0.03% | 00.0% | Unchanged |
| Columbia Asset Management | 12,343 | $509.0K | 0.13% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 12,304 | $508.0K | 0.85% | +480+4.1% | Added |
| ICW Investment Advisors LLC | 12,122 | $500.1K | 0.30% | +156+1.3% | Added |
| Meridian Management Co | 12,040 | $496.6K | 0.18% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,960 | $493.0K | 0.06% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11,730 | $492.6K | 0.01% | −550−4.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,900 | $490.9K | 0.00% | −68,690−85.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,888 | $490.4K | 0.02% | −294−2.4% | Reduced |
| GYL Financial Synergies, LLC | 11,855 | $489.0K | 0.11% | −135−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 11,698 | $482.5K | 0.10% | +9+0.1% | Added |
| Quadrant Capital Group LLC | 11,676 | $481.7K | 0.05% | +3,070+35.7% | Added |
| Keeley-Teton Advisors, LLC | 11,638 | $480.1K | 0.06% | −190−1.6% | Reduced |
| Freestone Capital Holdings, LLC | 11,625 | $479.5K | 0.02% | +119+1.0% | Added |
| Stock Yards Bank & Trust Co | 11,523 | $476.0K | 0.02% | −1,435−11.1% | Reduced |
| Soltis Investment Advisors LLC | 11,530 | $475.6K | 0.06% | −25−0.2% | Reduced |
| Community Bank, N.A. | 11,515 | $475.0K | 0.07% | −390−3.3% | Reduced |
| CFO4Life Group, LLC | 11,436 | $471.7K | 0.10% | +258+2.3% | Added |
| CFO4Life, L.P. | 11,436 | $471.7K | 0.10% | +11,436 | New |
| Lindbrook Capital, LLC | 11,403 | $470.4K | 0.06% | +690+6.4% | Added |
| Shayne & Co., LLC | 11,310 | $466.5K | 0.26% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11,264 | $464.6K | 0.11% | −79−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 11,243 | $463.8K | 0.01% | −180−1.6% | Reduced |
| Ledyard National Bank | 11,198 | $461.9K | 0.05% | 00.0% | Unchanged |
| Capital City Trust Co | 11,166 | $460.6K | 0.15% | −3,359−23.1% | Reduced |
| Investment Advisory Services Inc | 11,156 | $460.2K | 0.24% | +10.0% | Added |
| Apollon Wealth Management, LLC | 11,126 | $458.9K | 0.03% | +4,356+64.3% | Added |
| Charter Trust Co | 11,114 | $458.5K | 0.04% | −200−1.8% | Reduced |
| Dover Advisors, LLC | 11,050 | $457.9K | 0.49% | +11,050 | New |
| Trust Co of Virginia | 10,974 | $452.7K | 0.05% | −55−0.5% | Reduced |
| Aull & Monroe Investment Management Corp | 10,956 | $451.9K | 0.22% | −1,400−11.3% | Reduced |
| Boston Trust Walden Corp | 10,937 | $451.2K | 0.00% | −614−5.3% | Reduced |
| Ameritas Investment Partners, Inc. | 10,357 | $448.3K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 10,841 | $447.2K | 0.02% | +2,323+27.3% | Added |
| Wahed Invest LLC | 10,772 | $444.3K | 0.23% | +1,265+13.3% | Added |
| Security National Bank of Sioux City Iowa | 10,709 | $442.0K | 0.34% | −50.0% | Reduced |
| Boston Financial Mangement LLC | 10,678 | $440.5K | 0.02% | +154+1.5% | Added |
| Grimes & Company, Inc. | 10,641 | $438.9K | 0.02% | −349−3.2% | Reduced |
| Donaldson Capital Management, LLC | 10,549 | $435.1K | 0.02% | −125−1.2% | Reduced |
| One River Asset Management, LLC | 10,392 | $434.9K | 0.30% | +10,392 | New |
| Jacobi Capital Management LLC | 10,443 | $430.8K | 0.05% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,402 | $429.0K | 0.22% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,319 | $426.0K | 0.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 10,238 | $422.0K | 0.08% | −549−5.1% | Reduced |
| Journey Advisory Group, LLC | 10,175 | $419.7K | 0.10% | −2,538−20.0% | Reduced |
| Csenge Advisory Group | 10,168 | $419.4K | 0.03% | +10,168 | New |
| Cary Street Partner Investment Advisory LLC | 10,147 | $418.5K | 0.03% | +226+2.3% | Added |
| Carret Asset Management, LLC | 10,125 | $418.0K | 0.06% | −50−0.5% | Reduced |
| Veriti Management LLC | 10,103 | $416.8K | 0.06% | +878+9.5% | Added |
| Denali Advisors LLC | 10,100 | $416.6K | 0.17% | +9,300+1,162.5% | Added |
| Qsemble Capital Management, LP | 10,100 | $416.6K | 0.29% | +10,100 | New |
| Penserra Capital Management LLC | 10,092 | $414.0K | 0.01% | −1,535−13.2% | Reduced |
| Gifford Fong Associates | 10,000 | $413.0K | 0.09% | 00.0% | Unchanged |
| Canal Insurance CO | 10,000 | $413.0K | 0.11% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 9,983 | $411.8K | 0.03% | −667−6.3% | Reduced |
| Qtron Investments LLC | 9,973 | $411.4K | 0.09% | +9,973 | New |
| Monterey Private Wealth, Inc. | 9,971 | $411.3K | 0.22% | +839+9.2% | Added |
| Washington Trust Co | 9,915 | $409.0K | 0.02% | +935+10.4% | Added |
| Valeo Financial Advisors, LLC | 9,860 | $406.7K | 0.02% | +2,143+27.8% | Added |
| Boenning & Scattergood, Inc. | 8,822 | $405.0K | 0.07% | −1,236−12.3% | Reduced |
| Osborne Partners Capital Management, LLC | 9,794 | $404.0K | 0.03% | −100−1.0% | Reduced |
| Fiduciary Group LLC | 9,777 | $403.3K | 0.05% | 00.0% | Unchanged |