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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 17,804 | $814.5K | 0.11% | −486−2.7% | Reduced |
| Wendell David Associates Inc | 18,020 | $824.0K | 0.10% | −550−3.0% | Reduced |
| Cresset Asset Management, LLC | 18,070 | $826.8K | 0.02% | −74,148−80.4% | Reduced |
| RSM US Wealth Management LLC | 18,185 | $832.0K | 0.03% | +12,440+216.5% | Added |
| City Holding Co | 18,211 | $833.1K | 0.15% | −530−2.8% | Reduced |
| True Wealth Design, LLC | 18,291 | $836.8K | 0.35% | −542−2.9% | Reduced |
| First Hawaiian Bank | 18,651 | $853.3K | 0.03% | −3,456−15.6% | Reduced |
| Buffington Mohr McNeal | 18,845 | $862.2K | 0.20% | −146−0.8% | Reduced |
| Vontobel Holding Ltd. | 18,920 | $865.6K | 0.01% | −3,082−14.0% | Reduced |
| Patten & Patten Inc | 18,934 | $866.2K | 0.08% | −15−0.1% | Reduced |
| Bridges Investment Management Inc | 18,943 | $866.6K | 0.03% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $869.3K | 0.23% | 00.0% | Unchanged |
| United Services Automobile Association | 19,120 | $874.7K | 0.03% | −12,203−39.0% | Reduced |
| Bollard Group LLC | 19,175 | $877.0K | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 19,179 | $877.4K | 0.07% | −355−1.8% | Reduced |
| Sigma Planning Corp | 19,301 | $883.0K | 0.03% | −655−3.3% | Reduced |
| National Asset Management, Inc. | 19,483 | $891.3K | 0.02% | −6,668−25.5% | Reduced |
| Pinnacle Associates Ltd | 19,540 | $893.9K | 0.02% | +1,581+8.8% | Added |
| Lazard Freres Gestion S.A.S. | 23,685 | $903.0K | 0.03% | −400−1.7% | Reduced |
| Lipe & Dalton | 19,816 | $907.0K | 0.52% | −484−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 19,844 | $907.9K | 0.02% | +770+4.0% | Added |
| Vestcor Inc | 19,873 | $909.0K | 0.03% | −92−0.5% | Reduced |
| Kinneret Advisory, LLC | 19,889 | $909.9K | 0.12% | −1,068−5.1% | Reduced |
| Roberts Glore & Co Inc | 19,915 | $911.1K | 0.30% | −750−3.6% | Reduced |
| Colony Group LLC | 19,969 | $914.0K | 0.01% | −6,367−24.2% | Reduced |
| Abbrea Capital, LLC | 20,006 | $915.0K | 0.16% | −55−0.3% | Reduced |
| Concentric Capital Strategies, LP | 20,000 | $915.0K | 0.31% | +20,000 | New |
| Choate Investment Advisors | 20,001 | $915.0K | 0.04% | −3,906−16.3% | Reduced |
| Panagora Asset Management Inc | 20,158 | $922.2K | 0.01% | −14,792−42.3% | Reduced |
| Kraematon Investment Advisors, Inc | 20,210 | $924.6K | 1.07% | −2,148−9.6% | Reduced |
| Ahl Investment Management, Inc. | 20,310 | $929.2K | 0.86% | −650−3.1% | Reduced |
| CAPROCK Group, Inc. | 20,670 | $945.7K | 0.07% | +1,720+9.1% | Added |
| Liberty Capital Management, Inc. | 20,827 | $952.8K | 0.31% | −219−1.0% | Reduced |
| Fractal Investments LLC | 20,896 | $956.0K | 0.22% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,931 | $957.6K | 0.52% | 00.0% | Unchanged |
| Qtron Investments LLC | 21,114 | $966.0K | 0.20% | +11,141+111.7% | Added |
| Wetherby Asset Management Inc | 21,621 | $989.2K | 0.06% | +2,075+10.6% | Added |
| Walleye Trading LLC | 21,658 | $990.9K | 0.04% | +21,658 | New |
| Sawgrass Asset Management LLC | 21,722 | $993.8K | 0.13% | −385−1.7% | Reduced |
| HB Wealth Management, LLC | 21,772 | $996.1K | 0.02% | +291+1.4% | Added |
| Greenleaf Trust | 21,850 | $999.6K | 0.01% | +1,244+6.0% | Added |
| Schnieders Capital Management LLC | 21,912 | $1.00M | 0.22% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 22,232 | $1.02M | 0.05% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 22,275 | $1.02M | 0.76% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 22,430 | $1.03M | 0.02% | +4,281+23.6% | Added |
| Hunter Associates Investment Management LLC | 22,422 | $1.03M | 0.22% | +2,100+10.3% | Added |
| Lake Street Advisors Group, LLC | 22,497 | $1.03M | 0.06% | +151+0.7% | Added |
| TownSquare Capital, LLC | 22,495 | $1.03M | 0.02% | −14−0.1% | Reduced |
| AE Wealth Management LLC | 22,614 | $1.03M | 0.01% | −850−3.6% | Reduced |
| Everence Capital Management Inc | 22,720 | $1.04M | 0.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 22,928 | $1.05M | 0.01% | +710+3.2% | Added |
| Salem Investment Counselors Inc | 22,966 | $1.05M | 0.04% | +7,971+53.2% | Added |
| Van Hulzen Asset Management, LLC | 23,025 | $1.05M | 0.10% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 23,035 | $1.05M | 0.07% | −1,685−6.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 23,083 | $1.06M | 0.02% | +610+2.7% | Added |
| Empirical Finance, LLC | 23,097 | $1.06M | 0.10% | +1,073+4.9% | Added |
| C2C Wealth Management, LLC | 24,400 | $1.07M | 0.17% | +24,400 | New |
| IFP Advisors, Inc | 89,543 | $1.07M | 0.05% | −31,730−26.2% | Reduced |
| Neville Rodie & Shaw Inc | 23,504 | $1.07M | 0.10% | −1,095−4.5% | Reduced |
| Curbstone Financial Management Corp | 23,518 | $1.08M | 0.26% | +200+0.9% | Added |
| Hartford Financial Management Inc. | 23,654 | $1.08M | 0.28% | −352−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 23,783 | $1.09M | 0.32% | +1,689+7.6% | Added |
| Benjamin Edwards Inc | 24,195 | $1.11M | 0.27% | +447+1.9% | Added |
| Investment Management of Virginia LLC | 24,590 | $1.12M | 0.21% | +190+0.8% | Added |
| Vident Investment Advisory, LLC | 24,737 | $1.13M | 0.04% | −9,318−27.4% | Reduced |
| First Manhattan Co | 24,762 | $1.13M | 0.00% | +595+2.5% | Added |
| CIBC World Markets Inc. | 24,923 | $1.14M | 0.00% | +1,410+6.0% | Added |
| AXS Investments LLC | 25,142 | $1.15M | 0.38% | −474−1.9% | Reduced |
| Principle Wealth Partners LLC | 25,195 | $1.15M | 0.12% | +393+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,447 | $1.16M | 0.01% | +4,577+21.9% | Added |
| Erste Asset Management GmbH | 25,700 | $1.17M | 0.02% | +11,200+77.2% | Added |
| Segall Bryant & Hamill, LLC | 25,792 | $1.18M | 0.01% | −258−1.0% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.18M | 0.06% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.19M | 0.18% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 26,000 | $1.19M | 0.03% | +2,193+9.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,222 | $1.20M | 0.03% | +120.0% | Added |
| Woodstock Corp | 26,516 | $1.21M | 0.15% | −5,822−18.0% | Reduced |
| Tower Research Capital LLC (TRC) | 26,550 | $1.22M | 0.04% | +14,000+111.6% | Added |
| Bleakley Financial Group, LLC | 26,904 | $1.23M | 0.04% | +4,273+18.9% | Added |
| Summit Global Investments | 26,905 | $1.23M | 0.10% | +26,905 | New |
| Sawtooth Solutions, LLC | 26,923 | $1.23M | 0.03% | +17,478+185.1% | Added |
| Vinva Investment Management Ltd | 27,344 | $1.23M | 0.10% | +27,344 | New |
| Central Trust Co | 27,004 | $1.24M | 0.04% | −195−0.7% | Reduced |
| FineMark National Bank & Trust | 27,304 | $1.25M | 0.05% | +204+0.8% | Added |
| Perigon Wealth Management, LLC | 27,363 | $1.25M | 0.07% | +227+0.8% | Added |
| Goelzer Investment Management, Inc. | 27,968 | $1.28M | 0.11% | +268+1.0% | Added |
| Merit Financial Group, LLC | 28,203 | $1.29M | 0.05% | +553+2.0% | Added |
| Bartlett & Co. LLC | 28,337 | $1.29M | 0.03% | −1,732−5.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28,337 | $1.30M | 0.03% | −1,732−5.8% | Reduced |
| Pacific Global Investment Management CO | 28,347 | $1.30M | 0.28% | −5,639−16.6% | Reduced |
| KCM Investment Advisors LLC | 28,549 | $1.31M | 0.05% | −1,223−4.1% | Reduced |
| Selway Asset Management | 28,700 | $1.31M | 0.63% | +200+0.7% | Added |
| Romano Brothers and Company | 28,922 | $1.31M | 0.20% | −1,119−3.7% | Reduced |
| Boston Private Wealth LLC | 28,814 | $1.32M | 0.02% | −8,805−23.4% | Reduced |
| Assetmark, Inc | 28,956 | $1.32M | 0.01% | +1,694+6.2% | Added |
| Estate Counselors, LLC | 28,990 | $1.33M | 0.18% | +28,990 | New |
| Y-Intercept (Hong Kong) Ltd | 29,008 | $1.33M | 0.15% | +5,933+25.7% | Added |
| Financial Advocates Investment Management | 29,125 | $1.33M | 0.10% | −434−1.5% | Reduced |
| Delta Financial Advisors LLC | 29,349 | $1.34M | 0.65% | +40.0% | Added |
| Moors & Cabot, Inc. | 29,457 | $1.35M | 0.09% | −8,091−21.5% | Reduced |