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 |
|---|---|---|---|---|---|
| Edge Capital Group, LLC | 6,293 | $287.9K | 0.02% | +6,293 | New |
| Institutional & Family Asset Management, LLC | 6,359 | $290.9K | 0.05% | −11−0.2% | Reduced |
| Tiemann Investment Advisors, LLC | 6,371 | $291.5K | 0.16% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,385 | $292.0K | 0.04% | −40−0.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $292.8K | 0.09% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,415 | $293.5K | 0.14% | −79−1.2% | Reduced |
| BSW Wealth Partners | 6,421 | $293.8K | 0.06% | −159−2.4% | Reduced |
| Western Wealth Management, LLC | 6,447 | $295.0K | 0.03% | −177−2.7% | Reduced |
| Security National Bank | 6,454 | $295.3K | 0.08% | 00.0% | Unchanged |
| First National Trust Co | 6,513 | $298.0K | 0.02% | +41+0.6% | Added |
| Fidelis Capital Partners, LLC | 7,038 | $298.3K | 0.13% | +2,360+50.4% | Added |
| Avantax Planning Partners, Inc. | 6,611 | $302.5K | 0.01% | +160+2.5% | Added |
| Argent Capital Management LLC | 6,660 | $304.7K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 6,680 | $305.6K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,688 | $306.0K | 0.01% | −63−0.9% | Reduced |
| Berkshire Asset Management LLC | 6,704 | $306.7K | 0.02% | +6,704 | New |
| Athena Investment Management | 6,718 | $307.3K | 0.22% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,726 | $307.7K | 0.28% | +6,726 | New |
| Allworth Financial LP | 6,750 | $308.8K | 0.00% | +136+2.1% | Added |
| Basepoint Wealth LLC | 6,822 | $312.1K | 0.26% | +28+0.4% | Added |
| Farmers National Bank | 6,842 | $313.0K | 0.11% | +52+0.8% | Added |
| InTrack Investment Management Inc | 7,308 | $313.4K | 0.29% | +1,500+25.8% | Added |
| Ancora Advisors, LLC | 6,851 | $313.4K | 0.01% | +10.0% | Added |
| Wellington Shields Capital Management, LLC | 6,925 | $316.8K | 0.04% | +1,300+23.1% | Added |
| Bell Investment Advisors, Inc | 6,961 | $318.5K | 0.07% | −38−0.5% | Reduced |
| Sovereign Financial Group, Inc. | 7,054 | $322.7K | 0.12% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 7,080 | $323.9K | 0.03% | −157−2.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,111 | $325.3K | 0.03% | −1,639−18.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,117 | $325.6K | 0.03% | +1,919+36.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $326.2K | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,151 | $327.0K | 0.03% | +7,151 | New |
| World Equity Group, Inc. | 23,886 | $327.7K | 0.06% | +17,230+258.9% | Added |
| Baker Ellis Asset Management LLC | 7,168 | $327.9K | 0.06% | −550−7.1% | Reduced |
| TCTC Holdings, LLC | 7,222 | $330.4K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 7,244 | $331.4K | 0.01% | +1,130+18.5% | Added |
| Enterprise Financial Services Corp | 7,245 | $331.5K | 0.22% | +6+0.1% | Added |
| Daymark Wealth Partners, LLC | 7,254 | $331.9K | 0.04% | +94+1.3% | Added |
| First Horizon Advisors, Inc. | 7,279 | $333.0K | 0.01% | −6−0.1% | Reduced |
| NorthRock Partners, LLC | 7,287 | $333.4K | 0.04% | +965+15.3% | Added |
| SeaCrest Wealth Management, LLC | 7,315 | $334.7K | 0.05% | +355+5.1% | Added |
| Quantinno Capital Management LP | 7,322 | $335.0K | 0.02% | +1,552+26.9% | Added |
| Atwood & Palmer Inc | 7,350 | $336.3K | 0.03% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 7,365 | $336.9K | 0.02% | −374−4.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 7,369 | $337.1K | 0.03% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 7,370 | $337.2K | 0.05% | −2,805−27.6% | Reduced |
| Meridian Investment Counsel Inc. | 7,383 | $337.8K | 0.13% | −212−2.8% | Reduced |
| Proficio Capital Partners LLC | 7,409 | $339.0K | 0.05% | +240+3.3% | Added |
| Wade G W & Inc | 7,413 | $339.0K | 0.01% | −851−10.3% | Reduced |
| Court Place Advisors, LLC | 7,414 | $339.2K | 0.12% | −46−0.6% | Reduced |
| TD Private Client Wealth LLC | 7,451 | $340.9K | 0.02% | +4,723+173.1% | Added |
| Fruth Investment Management | 7,481 | $342.0K | 0.10% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 7,483 | $342.3K | 0.04% | −29−0.4% | Reduced |
| Forum Financial Management, LP | 7,492 | $342.8K | 0.01% | +20.0% | Added |
| Institute for Wealth Management, LLC. | 7,547 | $345.3K | 0.07% | −32−0.4% | Reduced |
| Strata Wealth Advisors, LLC | 7,548 | $345.3K | 0.18% | +31+0.4% | Added |
| Berkshire Bank | 7,553 | $345.5K | 0.10% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,577 | $346.6K | 0.07% | −46−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 7,595 | $347.0K | 0.03% | −9−0.1% | Reduced |
| McDonald Partners LLC | 7,594 | $347.4K | 0.11% | +57+0.8% | Added |
| Peoples Financial Services Corp. | 7,600 | $347.7K | 0.16% | −75−1.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,616 | $348.4K | 0.04% | −1,093−12.6% | Reduced |
| Investment House LLC | 7,629 | $349.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,631 | $349.1K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 7,641 | $349.6K | 0.01% | −1,599−17.3% | Reduced |
| Asset Dedication, LLC | 7,576 | $350.0K | 0.03% | +1,484+24.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,759 | $355.0K | 0.07% | −1,093−12.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 7,771 | $356.0K | 0.01% | −240−3.0% | Reduced |
| KG&L Capital Management,LLC | 7,785 | $356.2K | 0.19% | +400+5.4% | Added |
| Bokf, NA | 7,795 | $356.6K | 0.01% | −11,036−58.6% | Reduced |
| EP Wealth Advisors, LLC | 9,509 | $357.1K | 0.01% | +1,498+18.7% | Added |
| Chemung Canal Trust Co | 7,870 | $360.1K | 0.08% | −988−11.2% | Reduced |
| Sandy Spring Bank | 7,917 | $362.2K | 0.02% | −6,113−43.6% | Reduced |
| DFPG Investments, LLC | 7,921 | $362.4K | 0.04% | +7,921 | New |
| SYSTM Wealth Solutions LLC | 7,922 | $362.5K | 0.06% | −4,673−37.1% | Reduced |
| Farmers Trust Co | 7,972 | $364.7K | 0.08% | −50−0.6% | Reduced |
| Financial Advisory Group | 7,995 | $365.8K | 0.07% | −942−10.5% | Reduced |
| Belpointe Asset Management LLC | 7,999 | $365.9K | 0.02% | +1,454+22.2% | Added |
| Logan Capital Management Inc | 8,004 | $366.2K | 0.02% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 8,020 | $366.9K | 0.03% | +570+7.7% | Added |
| Moneta Group Investment Advisors LLC | 8,049 | $368.2K | 0.01% | +1,187+17.3% | Added |
| Bailard, Inc. | 8,063 | $368.9K | 0.01% | +233+3.0% | Added |
| Marco Investment Management LLC | 8,078 | $369.6K | 0.04% | −100−1.2% | Reduced |
| Rockland Trust Co | 8,096 | $370.4K | 0.02% | +675+9.1% | Added |
| Arkadios Wealth Advisors | 8,099 | $370.5K | 0.04% | +8,099 | New |
| Old National Bancorp | 8,132 | $372.0K | 0.01% | −275−3.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,146 | $372.7K | 0.05% | −886−9.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,160 | $373.3K | 0.12% | +8,160 | New |
| Desjardins Global Asset Management Inc. | 8,178 | $374.0K | 0.05% | +5,568+213.3% | Added |
| SRS Capital Advisors, Inc. | 8,191 | $374.7K | 0.05% | +433+5.6% | Added |
| Pointe Capital Management LLC | 8,223 | $376.2K | 0.27% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 8,252 | $377.5K | 0.32% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8,268 | $378.3K | 0.15% | +7,719+1,406.0% | Added |
| Triangle Securities Wealth Management | 8,270 | $378.4K | 0.14% | −610−6.9% | Reduced |
| Tudor Investment Corp Et Al | 8,282 | $379.0K | 0.01% | +8,282 | New |
| Shakespeare Wealth Management, Inc. | 8,285 | $379.0K | 0.13% | 00.0% | Unchanged |
| Financial Counselors Inc | 8,381 | $383.0K | 0.01% | −189−2.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 8,375 | $383.1K | 0.07% | −35−0.4% | Reduced |
| Clarius Group, LLC | 8,389 | $383.8K | 0.03% | −284−3.3% | Reduced |
| NTV Asset Management LLC | 8,432 | $385.8K | 0.07% | +20.0% | Added |
| Spire Wealth Management | 8,432 | $385.8K | 0.02% | −378−4.3% | Reduced |