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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 9,767 | $403.0K | 0.02% | −657−6.3% | Reduced |
| Verdence Capital Advisors LLC | 9,736 | $401.6K | 0.05% | +7+0.1% | Added |
| Dividend Assets Capital, LLC | 9,710 | $401.0K | 0.09% | −400−4.0% | Reduced |
| Private Advisor Group, LLC | 128,079 | $401.0K | 0.02% | −2,485−1.9% | Reduced |
| 1st Source Bank | 9,561 | $394.4K | 0.03% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 9,488 | $391.4K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 9,464 | $390.0K | 0.00% | +8,330+734.6% | Added |
| Sawtooth Solutions, LLC | 9,445 | $389.6K | 0.05% | +2,060+27.9% | Added |
| Papp L Roy & Associates | 9,433 | $389.1K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9,219 | $385.8K | 0.12% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 9,344 | $385.4K | 0.04% | +5+0.1% | Added |
| Profund Advisors LLC | 9,302 | $383.7K | 0.02% | +1,887+25.4% | Added |
| Aptus Capital Advisors, LLC | 9,240 | $381.1K | 0.01% | −12,040−56.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,206 | $379.7K | 0.09% | +1,115+13.8% | Added |
| Sky Investment Group LLC | 9,197 | $379.0K | 0.09% | −290−3.1% | Reduced |
| Eagle Asset Management Inc | 9,067 | $377.0K | 0.00% | +725+8.7% | Added |
| Bard Financial Services, Inc. | 9,110 | $376.0K | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 9,084 | $374.7K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 9,080 | $374.6K | 0.02% | +355+4.1% | Added |
| Beck Mack & Oliver LLC | 9,024 | $372.2K | 0.01% | 00.0% | Unchanged |
| Everett Harris & Co | 9,021 | $372.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Group | 8,937 | $369.0K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 8,927 | $368.0K | 0.05% | −1,083−10.8% | Reduced |
| Triangle Securities Wealth Management | 8,880 | $366.3K | 0.13% | −3,670−29.2% | Reduced |
| Chemung Canal Trust Co | 8,858 | $366.0K | 0.08% | −455−4.9% | Reduced |
| Sequoia Financial Advisors, LLC | 8,867 | $365.8K | 0.01% | +1,583+21.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,852 | $365.2K | 0.08% | −233−2.6% | Reduced |
| Scissortail Wealth Management, LLC | 8,111 | $364.0K | 0.21% | +8,111 | New |
| Oppenheimer Asset Management Inc. | 8,807 | $363.3K | 0.01% | +80+0.9% | Added |
| Spire Wealth Management | 8,810 | $363.0K | 0.02% | +321+3.8% | Added |
| Alterity Financial Group, LLC | 8,752 | $361.0K | 0.59% | −443−4.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,750 | $360.9K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 8,717 | $359.6K | 0.03% | −556−6.0% | Reduced |
| Mather Group, LLC. | 8,714 | $359.5K | 0.01% | +8,714 | New |
| Cape Cod Five Cents Savings Bank | 8,709 | $359.2K | 0.04% | −45−0.5% | Reduced |
| Clarius Group, LLC | 8,673 | $358.0K | 0.03% | −63−0.7% | Reduced |
| New England Guild Wealth Advisors, Inc. | 8,674 | $358.0K | 0.19% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8,653 | $356.9K | 0.04% | −1,342−13.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,637 | $356.3K | 0.03% | +662+8.3% | Added |
| Money Concepts Capital Corp | 8,630 | $356.0K | 0.02% | +5,838+209.1% | Added |
| Checchi Capital Advisers, LLC | 8,619 | $355.5K | 0.04% | −478−5.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $354.8K | 0.15% | 00.0% | Unchanged |
| Financial Counselors Inc | 8,570 | $354.0K | 0.01% | −1,668−16.3% | Reduced |
| Drexel Morgan & Co. | 8,578 | $353.8K | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 8,493 | $350.4K | 0.01% | +476+5.9% | Added |
| First Western Trust Bank | 8,444 | $348.3K | 0.02% | −53−0.6% | Reduced |
| NTV Asset Management LLC | 8,430 | $347.7K | 0.07% | +20.0% | Added |
| Old National Bancorp | 8,407 | $347.0K | 0.01% | −713−7.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 8,410 | $346.9K | 0.07% | +20.0% | Added |
| YorkBridge Wealth Partners, LLC | 8,333 | $343.7K | 0.09% | −100−1.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $341.8K | 0.13% | 00.0% | Unchanged |
| Wade G W & Inc | 8,264 | $341.0K | 0.01% | −11−0.1% | Reduced |
| Piscataqua Savings Bank | 8,252 | $340.4K | 0.29% | −30−0.4% | Reduced |
| Pointe Capital Management LLC | 8,223 | $339.0K | 0.26% | −684−7.7% | Reduced |
| Avidian Wealth Solutions, LLC | 8,203 | $338.4K | 0.02% | +8,203 | New |
| Marco Investment Management LLC | 8,178 | $337.3K | 0.04% | −2,200−21.2% | Reduced |
| Resources Management Corp | 8,130 | $335.0K | 0.05% | −3,499−30.1% | Reduced |
| Clear Street Markets LLC | 8,126 | $335.0K | 0.07% | +316+4.0% | Added |
| Coldstream Capital Management Inc | 8,089 | $333.7K | 0.01% | +8,089 | New |
| Bank of Hawaii | 8,070 | $332.9K | 0.02% | +2,215+37.8% | Added |
| Farmers Trust Co | 8,022 | $331.0K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,022 | $330.9K | 0.06% | −161−2.0% | Reduced |
| EP Wealth Advisors, LLC | 8,011 | $330.4K | 0.01% | −3,013−27.3% | Reduced |
| Logan Capital Management Inc | 8,004 | $330.2K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 8,011 | $330.0K | 0.01% | −780−8.9% | Reduced |
| Bailard, Inc. | 7,830 | $323.0K | 0.01% | +1,832+30.5% | Added |
| Bennicas & Associates, Inc. | 7,791 | $321.4K | 0.19% | −100−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 7,758 | $320.0K | 0.04% | +124+1.6% | Added |
| Azimuth Capital Investment Management LLC | 7,739 | $319.2K | 0.02% | −321−4.0% | Reduced |
| Baker Ellis Asset Management LLC | 7,718 | $318.4K | 0.06% | −165−2.1% | Reduced |
| Peoples Financial Services Corp. | 7,675 | $316.6K | 0.15% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,631 | $314.8K | 0.03% | 00.0% | Unchanged |
| Investment House LLC | 7,629 | $314.7K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,623 | $314.4K | 0.07% | +272+3.7% | Added |
| Arete Wealth Advisors, LLC | 7,604 | $313.7K | 0.03% | −145−1.9% | Reduced |
| Bank of the West | 7,603 | $313.6K | 0.04% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 7,595 | $313.0K | 0.12% | 00.0% | Unchanged |
| Heritage Trust Co | 7,587 | $313.0K | 0.05% | +17+0.2% | Added |
| State of Wyoming | 7,587 | $313.0K | 0.10% | +5,190+216.5% | Added |
| Institute for Wealth Management, LLC. | 7,579 | $312.6K | 0.07% | −333−4.2% | Reduced |
| Moneta Group Investment Advisors LLC | 6,862 | $312.4K | 0.01% | −3,177−31.6% | Reduced |
| Berkshire Bank | 7,553 | $311.6K | 0.10% | −2,020−21.1% | Reduced |
| Resonant Capital Advisors, LLC | 7,512 | $311.0K | 0.04% | +942+14.3% | Added |
| Stratos Wealth Advisors, LLC | 7,537 | $310.9K | 0.03% | +7,537 | New |
| McDonald Partners LLC | 7,537 | $310.9K | 0.11% | −142−1.8% | Reduced |
| Oak Thistle LLC | 7,524 | $310.4K | 0.67% | +7,524 | New |
| Strata Wealth Advisors, LLC | 7,517 | $310.1K | 0.17% | +7,517 | New |
| Jump Financial, LLC | 7,497 | $309.3K | 0.02% | +7,497 | New |
| Forum Financial Management, LP | 7,490 | $309.0K | 0.01% | +200+2.7% | Added |
| Angeles Investment Advisors, LLC | 7,450 | $308.7K | 0.03% | +7,450 | New |
| Regent Investment Management LLC | 7,477 | $308.0K | 0.08% | −120−1.6% | Reduced |
| Fruth Investment Management | 7,481 | $308.0K | 0.09% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,460 | $307.7K | 0.11% | −120−1.6% | Reduced |
| Rockland Trust Co | 7,421 | $306.0K | 0.02% | +1,492+25.2% | Added |
| Cobblestone Capital Advisors LLC | 7,402 | $305.3K | 0.02% | +1,250+20.3% | Added |
| KG&L Capital Management,LLC | 7,385 | $304.6K | 0.18% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 7,369 | $304.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7,350 | $303.2K | 0.03% | 00.0% | Unchanged |
| Burleson & Company, LLC | 7,346 | $303.0K | 0.08% | −19−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 6,812 | $302.4K | 0.02% | +216+3.3% | Added |