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 |
|---|---|---|---|---|---|
| CX Institutional | 8,442 | $385.8K | 0.02% | +1,503+21.7% | Added |
| Cornerstone Wealth Management, LLC | 8,438 | $386.1K | 0.04% | +8,438 | New |
| First Western Trust Bank | 8,444 | $386.3K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 8,448 | $386.5K | 0.04% | −269−3.1% | Reduced |
| Coldstream Capital Management Inc | 8,528 | $390.2K | 0.01% | +439+5.4% | Added |
| Papp L Roy & Associates | 8,551 | $391.2K | 0.05% | −882−9.4% | Reduced |
| Drexel Morgan & Co. | 8,578 | $392.4K | 0.10% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $393.4K | 0.15% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,606 | $393.7K | 0.03% | +8,606 | New |
| Colonial Trust Advisors | 8,653 | $395.9K | 0.05% | 00.0% | Unchanged |
| Everett Harris & Co | 8,655 | $396.0K | 0.01% | −366−4.1% | Reduced |
| Checchi Capital Advisers, LLC | 8,661 | $396.2K | 0.04% | +42+0.5% | Added |
| Oppenheimer Asset Management Inc. | 8,667 | $396.5K | 0.01% | −140−1.6% | Reduced |
| Dividend Assets Capital, LLC | 9,710 | $401.0K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 8,775 | $401.5K | 0.05% | −152−1.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,780 | $401.7K | 0.04% | +143+1.7% | Added |
| Country Club Bank | 8,915 | $402.0K | 0.03% | −169−1.9% | Reduced |
| FDx Advisors, Inc. | 9,767 | $403.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9,012 | $406.3K | 0.07% | +990+12.3% | Added |
| Profund Advisors LLC | 8,908 | $407.5K | 0.03% | −394−4.2% | Reduced |
| Flagship Harbor Advisors, LLC | 8,909 | $407.6K | 0.04% | −435−4.7% | Reduced |
| Beck Mack & Oliver LLC | 9,024 | $412.8K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 9,075 | $415.2K | 0.02% | −5−0.1% | Reduced |
| Waldron Private Wealth LLC | 9,083 | $415.6K | 0.02% | +2,367+35.2% | Added |
| Flputnam Investment Management Co | 9,085 | $415.7K | 0.01% | +592+7.0% | Added |
| Sky Investment Group LLC | 9,087 | $415.7K | 0.09% | −110−1.2% | Reduced |
| Wealthspire Advisors, LLC | 9,096 | $416.1K | 0.01% | −5,552−37.9% | Reduced |
| Bard Financial Services, Inc. | 9,110 | $416.8K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 9,114 | $417.0K | 0.02% | +911+11.1% | Added |
| Ci Investments Inc. | 9,107 | $417.0K | 0.00% | −357−3.8% | Reduced |
| Mather Group, LLC. | 9,164 | $419.3K | 0.01% | +450+5.2% | Added |
| Tucker Asset Management LLC | 9,219 | $421.8K | 0.13% | 00.0% | Unchanged |
| Csenge Advisory Group | 9,307 | $425.8K | 0.03% | −861−8.5% | Reduced |
| State of Wyoming | 9,309 | $425.9K | 0.14% | +1,722+22.7% | Added |
| Chicago Trust Co NA | 9,405 | $430.3K | 0.11% | +2,827+43.0% | Added |
| Boston Financial Mangement LLC | 9,445 | $432.1K | 0.02% | −1,233−11.5% | Reduced |
| Two Sigma Securities, LLC | 9,446 | $432.2K | 0.04% | +2,307+32.3% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $434.1K | 0.04% | 00.0% | Unchanged |
| 1st Source Bank | 9,536 | $436.3K | 0.03% | −25−0.3% | Reduced |
| Osborne Partners Capital Management, LLC | 9,582 | $438.4K | 0.03% | −212−2.2% | Reduced |
| Fiduciary Group LLC | 9,701 | $443.8K | 0.06% | −76−0.8% | Reduced |
| Blue Square Asset Management, LLC | 9,711 | $444.3K | 0.29% | +9,711 | New |
| Washington Trust Co | 9,714 | $444.4K | 0.02% | −201−2.0% | Reduced |
| Agf Management Ltd | 9,750 | $446.1K | 0.00% | +9,750 | New |
| Sequoia Financial Advisors, LLC | 9,766 | $446.8K | 0.01% | +899+10.1% | Added |
| Mountain Pacific Investment Advisers Inc | 9,783 | $447.6K | 0.03% | −200−2.0% | Reduced |
| Charter Trust Co | 9,794 | $448.1K | 0.04% | −1,320−11.9% | Reduced |
| HBK Sorce Advisory LLC | 9,802 | $448.4K | 0.02% | −9,170−48.3% | Reduced |
| Verdence Capital Advisors LLC | 9,872 | $451.6K | 0.05% | +136+1.4% | Added |
| Penserra Capital Management LLC | 9,953 | $454.0K | 0.01% | −139−1.4% | Reduced |
| Alterity Financial Group, LLC | 9,942 | $454.8K | 0.67% | +1,190+13.6% | Added |
| Monterey Private Wealth, Inc. | 9,973 | $456.2K | 0.23% | +20.0% | Added |
| Twin Capital Management Inc | 9,999 | $457.5K | 0.06% | +9,999 | New |
| Vestmark Advisory Solutions, Inc. | 10,006 | $457.8K | 0.02% | −1,882−15.8% | Reduced |
| Cigna Investments Inc | 10,017 | $458.0K | 0.09% | −302−2.9% | Reduced |
| Canal Insurance CO | 10,000 | $458.0K | 0.12% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $458.0K | 0.12% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 10,011 | $458.0K | 0.19% | −7,302−42.2% | Reduced |
| Carret Asset Management, LLC | 10,086 | $461.0K | 0.06% | −39−0.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,116 | $462.8K | 0.09% | +910+9.9% | Added |
| Denali Advisors LLC | 10,126 | $463.3K | 0.19% | +26+0.3% | Added |
| Jacobi Capital Management LLC | 10,293 | $470.9K | 0.06% | −150−1.4% | Reduced |
| Donaldson Capital Management, LLC | 10,304 | $471.4K | 0.02% | −245−2.3% | Reduced |
| International Assets Investment Management, LLC | 31,895 | $473.1K | 0.07% | −4,167−11.6% | Reduced |
| Ameritas Investment Partners, Inc. | 10,357 | $473.8K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,380 | $474.9K | 0.02% | −2,801−21.3% | Reduced |
| Bull Street Advisors, LLC | 10,382 | $475.0K | 0.25% | −20−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,402 | $475.9K | 0.01% | −841−7.5% | Reduced |
| Callan Family Office, LLC | 10,454 | $478.3K | 0.12% | +10,454 | New |
| Grimes & Company, Inc. | 10,646 | $487.0K | 0.02% | +50.0% | Added |
| TD Waterhouse Canada Inc. | 10,719 | $494.1K | 0.01% | −1,011−8.6% | Reduced |
| Aull & Monroe Investment Management Corp | 10,856 | $496.7K | 0.25% | −100−0.9% | Reduced |
| Eagle Asset Management Inc | 10,883 | $497.0K | 0.00% | +1,816+20.0% | Added |
| Graypoint LLC | 10,879 | $497.7K | 0.05% | −3,494−24.3% | Reduced |
| Wahed Invest LLC | 10,906 | $498.9K | 0.22% | +134+1.2% | Added |
| Trust Co of Virginia | 10,936 | $500.3K | 0.06% | −38−0.3% | Reduced |
| Boston Trust Walden Corp | 10,937 | $500.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11,042 | $505.2K | 0.06% | −361−3.2% | Reduced |
| Dover Advisors, LLC | 11,050 | $505.5K | 0.49% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 11,056 | $505.8K | 0.06% | −582−5.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,063 | $506.1K | 0.04% | +916+9.0% | Added |
| Stock Yards Bank & Trust Co | 11,122 | $509.0K | 0.02% | −401−3.5% | Reduced |
| Capital City Trust Co | 11,129 | $509.2K | 0.16% | −37−0.3% | Reduced |
| Investment Advisory Services Inc | 11,156 | $510.4K | 0.25% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 11,195 | $512.2K | 0.09% | −3,637−24.5% | Reduced |
| Ledyard National Bank | 11,198 | $512.3K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11,257 | $515.0K | 0.11% | −7−0.1% | Reduced |
| Apollon Wealth Management, LLC | 11,271 | $515.7K | 0.03% | +145+1.3% | Added |
| Shayne & Co., LLC | 11,310 | $517.4K | 0.28% | 00.0% | Unchanged |
| Simmons Bank | 11,340 | $518.8K | 0.04% | −1,403−11.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,360 | $520.0K | 0.06% | −600−5.0% | Reduced |
| Community Bank, N.A. | 11,425 | $522.7K | 0.07% | −90−0.8% | Reduced |
| Veriti Management LLC | 11,496 | $525.9K | 0.06% | +1,393+13.8% | Added |
| CFO4Life Group, LLC | 11,524 | $527.2K | 0.12% | +88+0.8% | Added |
| Soltis Investment Advisors LLC | 11,533 | $527.6K | 0.07% | +30.0% | Added |
| Freestone Capital Holdings, LLC | 11,580 | $529.8K | 0.02% | −45−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 11,696 | $535.1K | 0.11% | −20.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 11,733 | $536.8K | 0.02% | −998−7.8% | Reduced |
| Quadrant Capital Group LLC | 11,778 | $538.8K | 0.06% | +102+0.9% | Added |
| Avestar Capital, LLC | 11,880 | $543.5K | 0.11% | −1,989−14.3% | Reduced |