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 |
|---|---|---|---|---|---|
| Signature Wealth Management Partners, LLC | 4,700 | $215.0K | 0.20% | +4,700 | New |
| Blueshift Asset Management, LLC | 4,705 | $215.3K | 0.09% | −644−12.0% | Reduced |
| Equitable Holdings, Inc. | 4,737 | $216.7K | 0.00% | +4,737 | New |
| Cassaday & Co Wealth Management LLC | 4,737 | $216.7K | 0.01% | +4,737 | New |
| Deseret Mutual Benefit Administrators | 4,738 | $216.8K | 0.09% | −419−8.1% | Reduced |
| Leonteq Securities AG | 4,746 | $217.1K | 0.02% | +3,689+349.0% | Added |
| Valmark Advisers, Inc. | 4,766 | $218.1K | 0.00% | +4,766 | New |
| Sentry LLC | 4,770 | $218.2K | 0.05% | +4,770 | New |
| BDO Wealth Advisors, LLC | 4,788 | $219.1K | 0.03% | −201−4.0% | Reduced |
| Legacy Trust | 4,792 | $219.2K | 0.07% | +4,792 | New |
| Peddock Capital Advisors, LLC | 4,830 | $221.0K | 0.08% | +4,830 | New |
| Atlas Private Wealth Management | 4,832 | $221.1K | 0.13% | +4,832 | New |
| Dynamic Advisor Solutions LLC | 4,876 | $223.1K | 0.01% | +4,876 | New |
| Founders Capital Management, LLC | 4,881 | $223.3K | 0.06% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 4,889 | $223.7K | 0.06% | +11+0.2% | Added |
| Silicon Valley Capital Partners | 4,896 | $224.0K | 0.05% | +351+7.7% | Added |
| Wescott Financial Advisory Group, LLC | 4,903 | $224.3K | 0.05% | +4,903 | New |
| First Bank & Trust | 4,910 | $224.6K | 0.06% | −712−12.7% | Reduced |
| West Oak Capital, LLC | 4,935 | $225.8K | 0.11% | +860+21.1% | Added |
| Naples Global Advisors, LLC | 4,935 | $225.8K | 0.03% | +4,935 | New |
| Regal Wealth Group, Inc. | 5,022 | $225.9K | 0.16% | −60−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,961 | $227.0K | 0.01% | +4,961 | New |
| Custos Family Office, LLC | 5,000 | $228.8K | 0.16% | 00.0% | Unchanged |
| LGT Group Foundation | 5,000 | $228.8K | 0.01% | 00.0% | Unchanged |
| Carmignac Gestion | 5,000 | $228.8K | 0.00% | +5,000 | New |
| Core Wealth Partners LLC | 5,006 | $229.0K | 0.23% | −725−12.7% | Reduced |
| First Financial Corp | 5,011 | $229.2K | 0.14% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,050 | $231.0K | 0.00% | +5,050 | New |
| Virtus Investment Advisers, Inc. | 5,052 | $231.1K | 0.16% | +5,052 | New |
| Thomasville National Bank | 5,057 | $231.4K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,094 | $233.1K | 0.01% | −1,301−20.3% | Reduced |
| Gratus Capital LLC | 5,109 | $233.7K | 0.02% | +84+1.7% | Added |
| Aveo Capital Partners, LLC | 5,110 | $233.8K | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 5,113 | $233.9K | 0.07% | +5,113 | New |
| StoneX Group Inc. | 5,144 | $235.3K | 0.03% | +5,144 | New |
| Buckingham Strategic Wealth, LLC | 5,721 | $236.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 5,160 | $236.0K | 0.03% | −160−3.0% | Reduced |
| Integrated Advisors Network LLC | 5,161 | $236.1K | 0.01% | −107−2.0% | Reduced |
| Foundations Investment Advisors, LLC | 5,162 | $236.2K | 0.01% | +5,162 | New |
| Adirondack Trust Co | 5,169 | $236.5K | 0.12% | −106−2.0% | Reduced |
| Clear Harbor Asset Management, LLC | 5,199 | $237.9K | 0.02% | +4+0.1% | Added |
| Stratos Wealth Advisors, LLC | 5,208 | $238.3K | 0.02% | −2,329−30.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,218 | $238.7K | 0.03% | +5,218 | New |
| Endowment Wealth Management, Inc. | 5,230 | $239.3K | 0.24% | +74+1.4% | Added |
| Versor Investments LP | 5,300 | $242.5K | 0.03% | +5,300 | New |
| Claro Advisors LLC | 5,300 | $242.5K | 0.07% | +78+1.5% | Added |
| Mandatum Life Insurance Co Ltd | 5,358 | $245.1K | 0.07% | −300−5.3% | Reduced |
| Davidson Trust Co | 5,396 | $246.9K | 0.19% | +5,396 | New |
| Anchor Investment Management, LLC | 5,405 | $247.3K | 0.03% | −550−9.2% | Reduced |
| Wealthcare Advisory Partners LLC | 5,416 | $247.8K | 0.01% | +241+4.7% | Added |
| Level Four Advisory Services, LLC | 5,426 | $248.2K | 0.02% | +5,426 | New |
| Congress Wealth Management LLC | 5,449 | $249.3K | 0.01% | −98−1.8% | Reduced |
| Heritage Trust Co | 5,464 | $250.0K | 0.04% | −2,123−28.0% | Reduced |
| Leavell Investment Management, Inc. | 5,457 | $250.0K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,472 | $250.3K | 0.18% | +14+0.3% | Added |
| General Partner, Inc. | 6,000 | $250.8K | 0.22% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,521 | $252.6K | 0.04% | −39−0.7% | Reduced |
| Shelton Capital Management | 5,521 | $252.6K | 0.01% | +200+3.8% | Added |
| Sentry Investment Management LLC | 5,535 | $253.0K | 0.10% | −67−1.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,531 | $253.0K | 0.26% | 00.0% | Unchanged |
| Northeast Investment Management | 5,563 | $254.5K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 5,593 | $255.9K | 0.09% | −333−5.6% | Reduced |
| First Foundation Advisors | 5,644 | $258.2K | 0.01% | +267+5.0% | Added |
| Evergreen Capital Management LLC | 5,654 | $258.7K | 0.01% | +814+16.8% | Added |
| Hancock Whitney Corp | 5,650 | $259.0K | 0.01% | −52−0.9% | Reduced |
| 9258 Wealth Management, LLC | 5,669 | $259.4K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,672 | $259.5K | 0.03% | −140−2.4% | Reduced |
| Cullen Capital Management LLC | 5,673 | $259.5K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,701 | $260.8K | 0.06% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,714 | $261.4K | 0.05% | −170−2.9% | Reduced |
| Virtue Capital Management, LLC | 6,471 | $263.0K | 0.04% | −306−4.5% | Reduced |
| Conning Inc. | 5,759 | $263.5K | 0.01% | −73−1.3% | Reduced |
| Dark Forest Capital Management LP | 5,761 | $263.6K | 0.06% | +5,761 | New |
| Freedom Day Solutions, LLC | 5,764 | $263.7K | 0.12% | +20+0.3% | Added |
| LMCG Investments, LLC | 5,790 | $264.9K | 0.02% | −584−9.2% | Reduced |
| Cobblestone Capital Advisors LLC | 5,802 | $265.4K | 0.02% | −1,600−21.6% | Reduced |
| First Citizens Bank & Trust Co | 5,812 | $265.9K | 0.01% | −85−1.4% | Reduced |
| Kovack Advisors, Inc. | 5,870 | $268.6K | 0.04% | −139−2.3% | Reduced |
| Covenant Asset Management, LLC | 5,900 | $269.9K | 0.09% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 5,909 | $270.3K | 0.01% | +5,909 | New |
| Dumont & Blake Investment Advisors LLC | 5,917 | $271.0K | 0.09% | +50+0.9% | Added |
| Calamos Wealth Management LLC | 5,957 | $272.5K | 0.02% | +77+1.3% | Added |
| Howland Capital Management LLC | 5,958 | $272.6K | 0.02% | 00.0% | Unchanged |
| Systematic Financial Management LP | 6,000 | $274.5K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $274.5K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $274.5K | 0.06% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 6,001 | $274.5K | 0.07% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,003 | $274.6K | 0.06% | +209+3.6% | Added |
| New Hampshire Trust | 6,016 | $275.2K | 0.07% | −654−9.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,036 | $276.1K | 0.00% | −500−7.6% | Reduced |
| Bath Savings Trust Co | 6,050 | $276.8K | 0.03% | −375−5.8% | Reduced |
| Legacy Bridge, LLC | 6,058 | $277.2K | 0.19% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 6,093 | $278.8K | 0.17% | −220−3.5% | Reduced |
| S.A. Mason LLC | 6,124 | $280.2K | 0.20% | −848−12.2% | Reduced |
| Garden State Investment Advisory Services LLC | 6,136 | $280.7K | 0.14% | −5−0.1% | Reduced |
| Center For Asset Management LLC | 6,145 | $281.1K | 0.27% | 00.0% | Unchanged |
| Rothschild Investment Corp | 6,179 | $283.0K | 0.02% | +10+0.2% | Added |
| Meridian Wealth Management, LLC | 6,220 | $284.5K | 0.02% | −150−2.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,845 | $287.0K | 0.02% | +33+0.5% | Added |
| LCM Capital Management Inc | 6,283 | $287.4K | 0.25% | 00.0% | Unchanged |