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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, 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
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ1 2023: $33.5B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$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
InstitutionSharesValue% of portfolioChange in sharesAction
Affiance Financial, LLC0$00.00%−150−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−127−100.0%Sold out
Corrado Advisors, LLC0$00.00%−122−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−100−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−100−100.0%Sold out
My Personal CFO, LLC0$00.00%−93−100.0%Sold out
EWG Elevate Inc.0$00.00%−71−100.0%Sold out
Sierra Capital LLC0$00.00%−35−100.0%Sold out
TSFG, LLC0$00.00%−18−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−4−100.0%Sold out
Comerica Bank––––Not filed
Canandaigua National Corp––––Not filed
Seeyond––––Not filed
Allstate Investment Management Co––––Not filed
Gofen & Glossberg LLC––––Not filed
Neo Ivy Capital Management––––Not filed
Security National Bank of So Dak––––Not filed
Ascension Asset Management LLC––––Not filed
CFO4Life, L.P.––––Not filed
Security National Bank of Sioux City Iowa––––Not filed
Boenning & Scattergood, Inc.––––Not filed
New England Guild Wealth Advisors, Inc.––––Not filed
YorkBridge Wealth Partners, LLC––––Not filed
Bennicas & Associates, Inc.––––Not filed
Bank of the West––––Not filed
Regent Investment Management LLC––––Not filed
Burleson & Company, LLC––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Pendal Group Limited––––Not filed
Aevitas Wealth Management, Inc.––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed
Trustcore Financial Services, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
St Germain D J Co Inc––––Not filed
Tyler-Stone Wealth Management––––Not filed
Cribstone Capital Management, LLC––––Not filed
Sanctuary Wealth Management, L.L.C.––––Not filed