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 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 7,262 | $300.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,285 | $300.5K | 0.01% | −197−2.6% | Reduced |
| Enterprise Financial Services Corp | 7,239 | $298.6K | 0.21% | −6−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 7,237 | $298.5K | 0.03% | −1,085−13.0% | Reduced |
| SlateStone Wealth, LLC | 7,228 | $298.2K | 0.07% | −150−2.0% | Reduced |
| TCTC Holdings, LLC | 7,222 | $297.9K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 7,169 | $295.7K | 0.06% | +7,169 | New |
| Daymark Wealth Partners, LLC | 7,160 | $295.4K | 0.05% | +7,160 | New |
| Two Sigma Securities, LLC | 7,139 | $294.5K | 0.04% | +7,139 | New |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $294.2K | 0.08% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 7,054 | $291.0K | 0.11% | −39−0.5% | Reduced |
| Bell Investment Advisors, Inc | 6,999 | $288.7K | 0.07% | +6,253+838.2% | Added |
| Pacer Advisors, Inc. | 6,996 | $288.6K | 0.00% | +5,280+307.7% | Added |
| S.A. Mason LLC | 6,972 | $287.6K | 0.22% | +10.0% | Added |
| SeaCrest Wealth Management, LLC | 6,960 | $287.1K | 0.04% | −94−1.3% | Reduced |
| CX Institutional | 6,939 | $286.3K | 0.02% | +6,939 | New |
| Ancora Advisors, LLC | 6,850 | $283.0K | 0.01% | −59−0.9% | Reduced |
| Great Lakes Advisors, LLC | 6,797 | $280.4K | 0.02% | −2,842−29.5% | Reduced |
| Basepoint Wealth LLC | 6,794 | $280.3K | 0.25% | +6+0.1% | Added |
| Farmers National Bank | 6,790 | $280.1K | 0.10% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 6,777 | $279.6K | 0.04% | +599+9.7% | Added |
| Ballentine Partners, LLC | 6,751 | $278.5K | 0.01% | +490+7.8% | Added |
| Cable Hill Partners, LLC | 6,691 | $277.2K | 0.05% | +385+6.1% | Added |
| Athena Investment Management | 6,718 | $277.1K | 0.20% | +78+1.2% | Added |
| Centiva Capital, LP | 6,718 | $277.1K | 0.02% | +6,718 | New |
| Boothbay Fund Management, LLC | 6,704 | $276.5K | 0.01% | −5,574−45.4% | Reduced |
| Woodmont Investment Counsel LLC | 6,680 | $275.6K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 6,670 | $275.1K | 0.07% | +6,670 | New |
| Argent Capital Management LLC | 6,660 | $274.7K | 0.01% | 00.0% | Unchanged |
| World Equity Group, Inc. | 6,656 | $274.6K | 0.07% | +10.0% | Added |
| Western Wealth Management, LLC | 6,624 | $273.3K | 0.03% | −7,383−52.7% | Reduced |
| Bayesian Capital Management, LP | 6,623 | $273.2K | 0.04% | −7,900−54.4% | Reduced |
| Allworth Financial LP | 6,614 | $272.8K | 0.00% | +1,692+34.4% | Added |
| BSW Wealth Partners | 6,580 | $271.0K | 0.06% | −29−0.4% | Reduced |
| Chicago Trust Co NA | 6,578 | $271.0K | 0.07% | +140+2.2% | Added |
| Belpointe Asset Management LLC | 6,545 | $270.0K | 0.02% | +2,370+56.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,536 | $269.6K | 0.00% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,494 | $267.9K | 0.14% | +80+1.2% | Added |
| First National Trust Co | 6,472 | $267.0K | 0.01% | −138−2.1% | Reduced |
| Security National Bank | 6,454 | $266.2K | 0.07% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,451 | $266.1K | 0.01% | +465+7.8% | Added |
| Bath Savings Trust Co | 6,425 | $265.0K | 0.03% | −5,856−47.7% | Reduced |
| Forbes J M & Co LLP | 6,425 | $265.0K | 0.04% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $264.0K | 0.09% | +90+1.4% | Added |
| Mutual Advisors, LLC | 6,395 | $263.8K | 0.01% | −1,193−15.7% | Reduced |
| LMCG Investments, LLC | 6,374 | $262.9K | 0.02% | −4−0.1% | Reduced |
| Tiemann Investment Advisors, LLC | 6,371 | $262.8K | 0.15% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6,370 | $262.7K | 0.04% | +10.0% | Added |
| Meridian Wealth Management, LLC | 6,370 | $262.7K | 0.03% | −154−2.4% | Reduced |
| NorthRock Partners, LLC | 6,322 | $260.8K | 0.03% | +6,322 | New |
| Mitchell & Pahl Private Wealth, LLC | 6,313 | $260.4K | 0.17% | −404−6.0% | Reduced |
| LCM Capital Management Inc | 6,283 | $259.2K | 0.25% | −16−0.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,172 | $254.6K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment Corp | 6,169 | $254.0K | 0.02% | +10+0.2% | Added |
| Center For Asset Management LLC | 6,145 | $253.5K | 0.24% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 6,141 | $253.4K | 0.15% | +6,141 | New |
| Balentine LLC | 6,114 | $252.2K | 0.01% | +110+1.8% | Added |
| Asset Dedication, LLC | 6,092 | $250.0K | 0.03% | +9+0.1% | Added |
| Legacy Bridge, LLC | 6,058 | $249.9K | 0.18% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,009 | $247.9K | 0.04% | −466−7.2% | Reduced |
| Cambridge Advisors Inc. | 6,001 | $247.5K | 0.07% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $247.5K | 0.05% | −2,635−30.5% | Reduced |
| Systematic Financial Management LP | 6,000 | $247.5K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $247.5K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 6,000 | $247.5K | 0.23% | +6,000 | New |
| Howland Capital Management LLC | 5,958 | $246.9K | 0.02% | +25+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 5,975 | $246.5K | 0.12% | +5,975 | New |
| Anchor Investment Management, LLC | 5,955 | $245.6K | 0.04% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 5,731 | $244.5K | 0.30% | +5,731 | New |
| Essex Savings Bank | 5,926 | $244.4K | 0.09% | −300−4.8% | Reduced |
| Covenant Asset Management, LLC | 5,900 | $243.4K | 0.09% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,897 | $243.0K | 0.01% | −70−1.2% | Reduced |
| Northwest Bancshares, Inc. | 5,884 | $242.7K | 0.05% | +65+1.1% | Added |
| Calamos Wealth Management LLC | 5,880 | $242.6K | 0.02% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 5,867 | $242.0K | 0.09% | +15+0.3% | Added |
| Ossiam | 5,833 | $240.6K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 5,832 | $240.6K | 0.01% | −26−0.4% | Reduced |
| Arrow Financial Corp | 5,812 | $240.0K | 0.03% | −65−1.1% | Reduced |
| InTrack Investment Management Inc | 5,808 | $239.6K | 0.24% | −163−2.7% | Reduced |
| LVW Advisors, LLC | 5,794 | $239.0K | 0.05% | +6+0.1% | Added |
| Waldron Private Wealth LLC | 6,716 | $238.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,770 | $238.0K | 0.02% | +5,770 | New |
| RSM US Wealth Management LLC | 5,745 | $237.0K | 0.01% | +5,745 | New |
| Freedom Day Solutions, LLC | 5,744 | $236.9K | 0.12% | +5,744 | New |
| Buckingham Strategic Wealth, LLC | 5,721 | $236.0K | 0.00% | −36−0.6% | Reduced |
| FRG Family Wealth Advisors LLC | 5,701 | $235.2K | 0.06% | −500−8.1% | Reduced |
| Hancock Whitney Corp | 5,702 | $235.0K | 0.01% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,673 | $234.0K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,669 | $233.8K | 0.05% | −183−3.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 5,658 | $233.0K | 0.07% | 00.0% | Unchanged |
| Pendal Group Limited | 5,638 | $232.6K | 0.00% | +5,638 | New |
| New England Capital Financial Advisors LLC | 5,458 | $232.4K | 0.16% | +5,458 | New |
| Wellington Shields Capital Management, LLC | 5,625 | $232.0K | 0.03% | 00.0% | Unchanged |
| First Bank & Trust | 5,622 | $232.0K | 0.06% | +5,622 | New |
| Sentry Investment Management LLC | 5,602 | $231.0K | 0.10% | −253−4.3% | Reduced |
| Guardian Wealth Advisors, LLC | 5,560 | $230.4K | 0.04% | −302−5.2% | Reduced |
| Aldebaran Financial Inc. | 5,575 | $230.0K | 0.26% | −300−5.1% | Reduced |
| Northeast Investment Management | 5,563 | $229.0K | 0.01% | +5,563 | New |
| Congress Wealth Management LLC | 5,547 | $228.8K | 0.01% | −140−2.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,531 | $228.0K | 0.26% | +5,531 | New |