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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 457 | $20.9K | 0.01% | −100−18.0% | Reduced |
| Steward Financial Group LLC | 479 | $21.0K | 0.01% | +227+90.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 460 | $21.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 473 | $21.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 475 | $21.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 486 | $22.2K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 500 | $22.5K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 497 | $22.7K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 500 | $22.9K | 0.00% | −200−28.6% | Reduced |
| Legend Financial Advisors, Inc. | 500 | $22.9K | 0.02% | −69−12.1% | Reduced |
| Front Row Advisors LLC | 508 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 518 | $23.7K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 525 | $24.0K | 0.01% | +2+0.4% | Added |
| Archer Investment Corp | 533 | $24.4K | 0.01% | −17−3.1% | Reduced |
| Red Tortoise LLC | 542 | $24.8K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 549 | $25.1K | 0.01% | −5−0.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 573 | $26.0K | 0.00% | −77−11.8% | Reduced |
| Rosenberg Matthew Hamilton | 585 | $26.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 590 | $27.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 590 | $27.0K | 0.01% | +10+1.7% | Added |
| Hantz Financial Services, Inc. | 581 | $27.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 600 | $27.4K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 612 | $28.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 630 | $28.8K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 631 | $28.9K | 0.00% | +631 | New |
| Valley National Advisers Inc | 686 | $29.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 636 | $29.1K | 0.01% | +220+52.9% | Added |
| Prestige Wealth Management Group LLC | 649 | $29.7K | 0.01% | −175−21.2% | Reduced |
| JJJ Advisors Inc. | 684 | $30.3K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 670 | $30.7K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 682 | $31.2K | 0.00% | +216+46.4% | Added |
| Sutton Wealth Advisors Inc. | 686 | $31.4K | 0.02% | −1,760−72.0% | Reduced |
| JNBA Financial Advisors | 694 | $31.8K | 0.00% | 00.0% | Unchanged |
| Ossiam | 699 | $32.0K | 0.00% | −5,134−88.0% | Reduced |
| Bray Capital Advisors | 700 | $32.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 716 | $33.0K | 0.00% | −665−48.2% | Reduced |
| Gradient Investments LLC | 722 | $33.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 725 | $33.2K | 0.00% | 00.0% | Unchanged |
| Motco | 732 | $33.5K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 742 | $33.9K | 0.02% | −4−0.5% | Reduced |
| Tradition Wealth Management, LLC | 740 | $34.0K | 0.00% | +410+124.2% | Added |
| Pinnacle Financial Partners Inc | 745 | $34.1K | 0.00% | −91−10.9% | Reduced |
| Antonetti Capital Management LLC | 748 | $34.2K | 0.05% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $34.3K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 779 | $35.6K | 0.00% | +380+95.2% | Added |
| Concord Wealth Partners | 782 | $35.8K | 0.01% | −31−3.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 791 | $36.2K | 0.00% | −279−26.1% | Reduced |
| Centennial Bank | 799 | $36.6K | 0.02% | −40−4.8% | Reduced |
| Pinnacle Bancorp, Inc. | 800 | $36.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 806 | $36.9K | 0.02% | +3+0.4% | Added |
| Portland Hill Asset Management Ltd | 874 | $37.0K | 0.09% | 00.0% | Unchanged |
| Point72 Middle East FZE | 821 | $37.6K | 0.00% | −4,333−84.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 832 | $38.1K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 872 | $39.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 886 | $40.5K | 0.01% | −63−6.6% | Reduced |
| Armstrong Advisory Group, Inc | 896 | $41.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 900 | $41.2K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 965 | $44.1K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 1,003 | $45.9K | 0.01% | +590+142.9% | Added |
| Arcadia Investment Management Corp | 1,008 | $46.1K | 0.01% | +8+0.8% | Added |
| Ridgewood Investments LLC | 1,028 | $47.0K | 0.03% | +1,028 | New |
| Fortis Capital Advisors, LLC | 1,053 | $48.2K | 0.03% | +1,053 | New |
| Baystate Wealth Management LLC | 1,062 | $48.6K | 0.00% | −28−2.6% | Reduced |
| Sageworth Trust Co | 1,067 | $48.8K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,080 | $49.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,113 | $50.9K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 655 | $51.0K | 0.01% | −7,475−91.9% | Reduced |
| Aspire Private Capital, LLC | 1,119 | $51.2K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,128 | $52.0K | 0.04% | −5−0.4% | Reduced |
| Cape Investment Advisory, Inc. | 1,185 | $54.2K | 0.03% | +1,185 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,212 | $55.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,226 | $56.1K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,227 | $56.1K | 0.02% | +881+254.6% | Added |
| Farther Finance Advisors, LLC | 1,271 | $58.1K | 0.02% | +547+75.6% | Added |
| James Investment Research Inc | 1,287 | $59.0K | 0.01% | +1,287 | New |
| Tilia Fiduciary Partners, Inc. | 1,309 | $59.9K | 0.06% | +22+1.7% | Added |
| Beacon Capital Management, LLC | 1,318 | $60.3K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,328 | $60.8K | 0.01% | −5−0.4% | Reduced |
| First Community Trust NA | 1,365 | $62.4K | 0.07% | −20−1.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,367 | $62.5K | 0.00% | +1,367 | New |
| 1832 Asset Management L.P. | 1,380 | $63.1K | 0.00% | −40−2.8% | Reduced |
| Bellevue Asset Management, LLC | 1,432 | $65.5K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,433 | $65.6K | 0.00% | +1,433 | New |
| Covestor Ltd | 1,451 | $66.0K | 0.06% | −68−4.5% | Reduced |
| Field & Main Bank | 1,500 | $68.6K | 0.04% | 00.0% | Unchanged |
| Oakmont Corp | 1,539 | $70.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,542 | $71.0K | 0.03% | −180−10.5% | Reduced |
| Capstone Investment Advisors, LLC | 1,568 | $71.7K | 0.00% | −43,156−96.5% | Reduced |
| NVWM, LLC | 1,583 | $72.4K | 0.02% | −126−7.4% | Reduced |
| Capital Analysts, LLC | 1,615 | $74.0K | 0.00% | −152−8.6% | Reduced |
| Register Financial Advisors LLC | 1,619 | $74.1K | 0.06% | +200+14.1% | Added |
| Oakworth Capital, Inc. | 1,631 | $74.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,636 | $75.0K | 0.02% | −6,490−79.9% | Reduced |
| Stonebridge Capital Advisors LLC | 1,655 | $75.7K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $76.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,669 | $76.4K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 1,691 | $77.4K | 0.03% | +2+0.1% | Added |
| Cassady Schiller Wealth Management, LLC | 1,699 | $77.7K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,702 | $77.9K | 0.01% | +458+36.8% | Added |
| CVA Family Office, LLC | 1,707 | $78.1K | 0.02% | −10−0.6% | Reduced |