Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

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, Q1 2023

Institutional positions in Carrier Global Corp as of Mar 31, 2023. 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: 1,240; +51 vs. Q4 2022
Shares held: 733.1M; +16.8M (+2.3%) vs. Q4 2022
Total value: $33.5B; +$3.99B (+13.5%) vs. Q4 2022
New holders: 121; 405 more added
Sold out: 70; 466 more reduced

30 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 1,240 institutions

Value heldQ1 2023: $33.5B

Institutions holding CARR and their total value by quarter
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, Q1 2023

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2022.

Institutions holding CARR in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Avion Wealth	13	$0	0.00%	+13	New
Summit Wealth Group, LLC	19,947	$0	0.00%	+19,947	New
Healthcare of Ontario Pension Plan Trust Fund	3	$137	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	3	$137	0.00%	+3	New
Coastal Capital Group, Inc.	4	$189	0.00%	00.0%	Unchanged
PSI Advisors, LLC	6	$275	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	13	$541	0.00%	00.0%	Unchanged
Rise Advisors, LLC	16	$709	0.00%	−205−92.8%	Reduced
Tfo-TDC, LLC	18	$824	0.00%	+7+63.6%	Added
HighMark Wealth Management LLC	20	$915	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	25	$1.00K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	22	$1.00K	0.00%	+22	New
Guardian Wealth Management, Inc.	25	$1.13K	0.00%	00.0%	Unchanged
Arlington Partners LLC	28	$1.28K	0.00%	+28	New
Trifecta Capital Advisors, LLC	31	$1.42K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	32	$1.46K	0.00%	00.0%	Unchanged
Park Place Capital Corp	34	$1.56K	0.00%	+34	New
Investors Research Corp	35	$1.60K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	37	$1.69K	0.00%	00.0%	Unchanged
Adirondack Retirement Specialists, Inc.	40	$1.72K	0.00%	00.0%	Unchanged
TD Capital Management LLC	40	$1.83K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	40	$1.83K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	47	$2.00K	0.00%	00.0%	Unchanged
Syverson Strege & Co	49	$2.24K	0.00%	+33+206.3%	Added
Caldwell Sutter Capital, Inc.	50	$2.29K	0.00%	+50	New
Pacific Center for Financial Services	50	$2.29K	0.00%	+50	New
PFS Partners, LLC	51	$2.35K	0.00%	00.0%	Unchanged
ING Groep NV	52	$2.38K	0.00%	−142,133−100.0%	Reduced
Financial Freedom, LLC	55	$2.51K	0.00%	00.0%	Unchanged
Sawyer & Company, Inc	61	$3.00K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	67	$3.00K	0.00%	+67	New
Atticus Wealth Management, LLC	70	$3.20K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	74	$3.38K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	84	$3.84K	0.00%	+47+127.0%	Added
Bogart Wealth, LLC	86	$3.94K	0.00%	−142−62.3%	Reduced
McIlrath & Eck, LLC	90	$4.12K	0.00%	−45−33.3%	Reduced
Toth Financial Advisory Corp	90	$4.12K	0.00%	00.0%	Unchanged
Western Pacific Wealth Management, LP	99	$4.53K	0.00%	00.0%	Unchanged
Abound Wealth Management	99	$4.53K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	46	$4.85K	0.21%	+5+12.2%	Added
Providence Capital Advisors, LLC	108	$4.94K	0.00%	00.0%	Unchanged
Harel Insurance Investments & Financial Services Ltd.	110	$5.00K	0.00%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	126	$5.69K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	131	$5.99K	0.00%	+19+17.0%	Added
Thompson Investment Management, Inc.	134	$6.13K	0.00%	+134	New
ICA Group Wealth Management, LLC	142	$6.50K	0.00%	−33−18.9%	Reduced
Thomas J. Herzfeld Advisors, Inc.	142	$6.50K	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	149	$6.82K	0.00%	+149	New
Live Oak Investment Partners	–	$6.86K	0.01%	–	–
Mine & Arao Wealth Creation & Management, LLC.	150	$6.86K	0.00%	00.0%	Unchanged
MBM Wealth Consultants, LLC	162	$7.00K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	158	$7.23K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	169	$7.75K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	172	$7.87K	0.00%	−1−0.6%	Reduced
Independence Bank of Kentucky	181	$8.28K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	197	$9.00K	0.00%	+62+45.9%	Added
First PREMIER Bank	200	$9.00K	0.00%	00.0%	Unchanged
Johnson Financial Group, Inc.	200	$9.15K	0.00%	00.0%	Unchanged
First Personal Financial Services	200	$9.15K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	200	$9.15K	0.00%	+200	New
WR Wealth Planners, LLC	213	$9.74K	0.00%	+13+6.5%	Added
PrairieView Partners, LLC	227	$10.0K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	240	$10.0K	0.01%	+1+0.4%	Added
DecisionPoint Financial, LLC	220	$10.1K	0.01%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	233	$10.6K	0.00%	+233	New
Morton Brown Family Wealth, LLC	247	$11.3K	0.01%	00.0%	Unchanged
Magellan Asset Management Ltd	247	$11.3K	0.00%	+247	New
AlphaMark Advisors, LLC	255	$12.0K	0.01%	00.0%	Unchanged
Loomis Sayles & Co L P	273	$12.0K	0.00%	+273	New
IAG Wealth Partners, LLC	272	$12.4K	0.00%	+272	New
Schubert & Co	276	$12.6K	0.01%	+66+31.4%	Added
Capital Advisors, Ltd. LLC	274	$13.0K	0.00%	−825−75.1%	Reduced
Endurance Wealth Management, Inc.	301	$13.0K	0.00%	−3−1.0%	Reduced
Harvest Fund Management Co., Ltd	280	$13.0K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	299	$13.0K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	289	$13.0K	0.00%	+80+38.3%	Added
FSC Wealth Advisors, LLC	288	$13.2K	0.02%	+288	New
Larson Financial Group LLC	289	$13.2K	0.00%	+2+0.7%	Added
Nalls Sherbakoff Group, LLC	300	$13.5K	0.01%	+300	New
Sittner & Nelson, LLC	298	$13.6K	0.01%	00.0%	Unchanged
CoreFirst Bank & Trust	300	$13.7K	0.01%	00.0%	Unchanged
Tompkins Financial Corp	307	$14.0K	0.00%	−600−66.2%	Reduced
Baker Avenue Asset Management, LP	313	$14.3K	0.00%	+155+98.1%	Added
Annapolis Financial Services, LLC	318	$14.5K	0.00%	+18+6.0%	Added
Level Financial Advisors, Inc.	320	$14.6K	0.01%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	325	$14.9K	0.01%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	335	$15.3K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	345	$15.8K	0.00%	+1+0.3%	Added
Twin Lakes Capital Management, LLC	346	$15.8K	0.01%	00.0%	Unchanged
Tortoise Investment Management, LLC	350	$16.0K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	352	$16.1K	0.00%	00.0%	Unchanged
American National Bank	358	$16.4K	0.00%	+314+713.6%	Added
Milestone Investment Advisors LLC	370	$16.9K	0.01%	+370	New
Versant Capital Management, Inc	377	$17.2K	0.01%	00.0%	Unchanged
Earnest Partners LLC	393	$18.0K	0.00%	00.0%	Unchanged
Cascade Investment Advisors, Inc.	413	$18.9K	0.01%	+413	New
DT Investment Partners, LLC	461	$19.0K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	416	$19.0K	0.01%	+416	New
Graves-Light Private Wealth Management, Inc.	426	$19.5K	0.00%	+426	New
Operose Advisors LLC	450	$20.6K	0.01%	00.0%	Unchanged