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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 1,752 | $80.2K | 0.04% | +24+1.4% | Added |
| M&R Capital Management Inc | 1,760 | $80.5K | 0.02% | −125−6.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,790 | $81.9K | 0.01% | +10+0.6% | Added |
| Old Second National Bank of Aurora | 1,800 | $82.3K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,878 | $85.9K | 0.02% | −655−25.9% | Reduced |
| Horan Securities, Inc. | 1,916 | $87.7K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 1,951 | $89.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,342 | $90.3K | 0.02% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $90.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,985 | $91.0K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $91.5K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 2,037 | $93.0K | 0.01% | +2,037 | New |
| Riverview Trust Co | 2,057 | $94.1K | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,074 | $94.9K | 0.02% | +5+0.2% | Added |
| Ameritas Advisory Services, LLC | 2,182 | $95.9K | 0.00% | +2,182 | New |
| Cutler Group LP | 2,100 | $96.0K | 0.02% | +2,100 | New |
| Zions Bancorporation, N.A. | 2,100 | $96.1K | 0.01% | −79−3.6% | Reduced |
| Addison Advisors LLC | 2,119 | $96.9K | 0.05% | +42+2.0% | Added |
| Ulland Investment Advisors, LLC | 2,144 | $98.0K | 0.12% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,179 | $99.7K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 2,259 | $103.3K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,284 | $104.5K | 0.02% | −1,627−41.6% | Reduced |
| Paladin Advisory Group, LLC | 2,286 | $104.6K | 0.09% | +2,286 | New |
| Crewe Advisors LLC | 2,311 | $105.7K | 0.02% | −70−2.9% | Reduced |
| Gables Capital Management Inc. | 2,350 | $107.5K | 0.08% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,657 | $109.6K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,396 | $109.6K | 0.00% | +545+29.4% | Added |
| MV Capital Management, Inc. | 2,420 | $110.7K | 0.02% | +39+1.6% | Added |
| Eagle Bay Advisors LLC | 2,420 | $110.7K | 0.06% | +32+1.3% | Added |
| Hanson & Doremus Investment Management | 2,422 | $111.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 2,437 | $111.5K | 0.26% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 2,442 | $111.7K | 0.06% | 00.0% | Unchanged |
| City State Bank | 2,450 | $112.0K | 0.06% | −153−5.9% | Reduced |
| AllSquare Wealth Management LLC | 2,463 | $112.7K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,500 | $114.4K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,501 | $114.4K | 0.04% | 00.0% | Unchanged |
| Sun Life Financial INC | 2,514 | $114.7K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 2,511 | $114.9K | 0.01% | −1,393−35.7% | Reduced |
| First Command Financial Services, Inc. | 2,511 | $114.9K | 0.01% | −1,393−35.7% | Reduced |
| Stephenson National Bank & Trust | 2,523 | $115.4K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,547 | $116.5K | 0.01% | +10+0.4% | Added |
| Evermay Wealth Management LLC | 2,548 | $116.6K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,549 | $116.6K | 0.01% | +49+2.0% | Added |
| Global Retirement Partners, LLC | 2,881 | $118.4K | 0.01% | +96+3.4% | Added |
| Massmutual Trust Co FSB | 2,590 | $118.5K | 0.00% | +211+8.9% | Added |
| Geneos Wealth Management Inc. | 2,592 | $118.6K | 0.01% | −118−4.4% | Reduced |
| Alta Advisers Ltd | 2,600 | $119.0K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,667 | $122.0K | 0.03% | −466−14.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,691 | $123.1K | 0.02% | +73+2.8% | Added |
| Atlas Capital Advisors LLC | 2,728 | $124.8K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3,094 | $129.4K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,845 | $130.2K | 0.01% | +383+15.6% | Added |
| Chesapeake Asset Management LLC | 2,863 | $131.0K | 0.12% | +2,863 | New |
| Bangor Savings Bank | 2,889 | $132.2K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2,891 | $132.3K | 0.07% | +2,891 | New |
| Bank of New Hampshire | 2,962 | $135.5K | 0.04% | −32−1.1% | Reduced |
| Quent Capital, LLC | 3,084 | $141.1K | 0.02% | +2+0.1% | Added |
| Ronald Blue Trust, Inc. | 3,631 | $150.0K | 0.00% | −1,224−25.2% | Reduced |
| Wellington Shields & Co., LLC | 3,285 | $150.3K | 0.03% | +685+26.3% | Added |
| Financial Perspectives, Inc | 3,461 | $158.3K | 0.08% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,525 | $161.3K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,534 | $162.0K | 0.11% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,560 | $162.9K | 0.19% | −1,000−21.9% | Reduced |
| Costello Asset Management, INC | 3,739 | $171.1K | 0.18% | +1,175+45.8% | Added |
| Centaurus Financial, Inc. | 3,774 | $173.0K | 0.01% | −512−11.9% | Reduced |
| Grove Bank & Trust | 3,789 | $173.3K | 0.04% | −70−1.8% | Reduced |
| Pittenger & Anderson Inc | 3,791 | $173.4K | 0.01% | −35−0.9% | Reduced |
| Smithfield Trust Co | 3,809 | $174.0K | 0.01% | −32−0.8% | Reduced |
| Colonial Trust Co | 3,861 | $176.6K | 0.04% | −550−12.5% | Reduced |
| Harbour Investments, Inc. | 3,983 | $182.2K | 0.01% | +324+8.9% | Added |
| Citadel Advisors LLC | 4,032 | $184.5K | 0.00% | −255,646−98.4% | Reduced |
| Acropolis Investment Management, LLC | 4,054 | $185.5K | 0.02% | −37−0.9% | Reduced |
| Manchester Capital Management LLC | 4,092 | $187.2K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,134 | $189.1K | 0.02% | −42−1.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,167 | $190.7K | 0.10% | −625−13.0% | Reduced |
| Glassman Wealth Services | 4,321 | $197.7K | 0.03% | +81+1.9% | Added |
| Grandfield & Dodd, LLC | 4,375 | $200.2K | 0.01% | +4,375 | New |
| MPS Loria Financial Planners, LLC | 4,392 | $200.9K | 0.08% | +4,392 | New |
| Boothbay Fund Management, LLC | 4,398 | $201.2K | 0.01% | −2,306−34.4% | Reduced |
| TFC Financial Management | 4,399 | $201.3K | 0.05% | +264+6.4% | Added |
| Aberdeen Wealth Management LLC | 4,400 | $201.3K | 0.15% | +4,400 | New |
| Pure Financial Advisors, Inc. | 4,417 | $202.1K | 0.01% | +4,417 | New |
| Atlantic Trust, LLC | 4,433 | $202.8K | 0.06% | +5+0.1% | Added |
| We Are One Seven, LLC | 4,435 | $202.9K | 0.01% | +4,435 | New |
| Jones Financial Companies LLLP | 4,444 | $203.3K | 0.00% | −248−5.3% | Reduced |
| Strategic Advisors LLC | 4,453 | $203.7K | 0.04% | +4,453 | New |
| Pettyjohn, Wood & White, Inc | 4,455 | $203.8K | 0.05% | +4,455 | New |
| Allstate Corp | 4,494 | $205.6K | 0.02% | −36,331−89.0% | Reduced |
| Founders Financial Alliance, LLC | 4,584 | $206.3K | 0.10% | −942−17.0% | Reduced |
| Pavion Blue Capital, LLC | 4,516 | $206.6K | 0.13% | +4,516 | New |
| Montis Financial, LLC | 4,531 | $207.3K | 0.16% | +4,531 | New |
| Robertson Stephens Wealth Management, LLC | 4,532 | $207.3K | 0.02% | +4,532 | New |
| Advisory Alpha, LLC | 4,542 | $207.8K | 0.01% | +4,542 | New |
| Optimum Investment Advisors | 4,550 | $208.2K | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,559 | $208.6K | 0.01% | +4,559 | New |
| Radnor Capital Management, LLC | 4,622 | $211.0K | 0.06% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 4,628 | $211.7K | 0.04% | +4,628 | New |
| Ted Buchan & Co | 4,660 | $213.2K | 0.18% | +4,660 | New |
| Rathbone Brothers plc | 4,680 | $214.1K | 0.00% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,695 | $214.8K | 0.07% | +4,695 | New |