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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 37,356 | $1.71M | 0.00% | −40.0% | Reduced |
| Metropolitan Life Insurance Co | 37,311 | $1.71M | 0.09% | −11,057−22.9% | Reduced |
| Bessemer Group Inc | 36,981 | $1.69M | 0.00% | +706+1.9% | Added |
| Savant Capital, LLC | 36,432 | $1.67M | 0.03% | −1,065−2.8% | Reduced |
| Ieq Capital, LLC | 36,408 | $1.67M | 0.04% | +2,130+6.2% | Added |
| E. Ohman J:or Asset Management AB | 36,200 | $1.66M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 35,784 | $1.64M | 0.00% | +6,621+22.7% | Added |
| Zurich Insurance Group Ltd | 35,500 | $1.62M | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 35,501 | $1.62M | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 32,709 | $1.59M | 0.03% | −11,985−26.8% | Reduced |
| Impax Asset Management Group plc | 34,615 | $1.58M | 0.01% | −1,244−3.5% | Reduced |
| Headinvest, LLC | 34,233 | $1.57M | 0.34% | −729−2.1% | Reduced |
| McMillion Capital Management Inc | 34,049 | $1.56M | 1.47% | −2,499−6.8% | Reduced |
| Beacon Pointe Advisors, LLC | 33,594 | $1.54M | 0.03% | +8,612+34.5% | Added |
| Essex Financial Services, Inc. | 33,476 | $1.53M | 0.16% | +1,244+3.9% | Added |
| NBT Bank N A | 33,408 | $1.53M | 0.22% | −54−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 33,322 | $1.52M | 0.02% | −776−2.3% | Reduced |
| Tiaa, FSB | 33,262 | $1.52M | 0.01% | −1,982−5.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 33,059 | $1.51M | 0.02% | +1,589+5.0% | Added |
| Lakewood Asset Management LLC | 33,054 | $1.51M | 1.26% | +35+0.1% | Added |
| Tredje AP-fonden | 33,007 | $1.51M | 0.02% | −170,131−83.8% | Reduced |
| Woodline Partners LP | 32,791 | $1.50M | 0.02% | −824,436−96.2% | Reduced |
| Metis Global Partners, LLC | 32,564 | $1.49M | 0.10% | +8,017+32.7% | Added |
| STRS Ohio | 32,411 | $1.48M | 0.01% | +32,411 | New |
| Proequities, Inc. | 32,326 | $1.48M | 0.11% | −860−2.6% | Reduced |
| Barden Capital Management, Inc. | 32,318 | $1.48M | 1.41% | +314+1.0% | Added |
| Cunning Capital Partners, LP | 31,795 | $1.46M | 0.99% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 31,754 | $1.45M | 0.11% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 31,711 | $1.45M | 0.02% | +783+2.5% | Added |
| Cullinan Associates Inc | 31,661 | $1.45M | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 31,224 | $1.43M | 0.08% | +7,743+33.0% | Added |
| Shell Asset Management Co | 31,194 | $1.43M | 0.06% | +234+0.8% | Added |
| GWM Advisors LLC | 31,736 | $1.42M | 0.02% | +9,691+44.0% | Added |
| O'Shaughnessy Asset Management, LLC | 30,665 | $1.40M | 0.02% | +14,905+94.6% | Added |
| Glenview Trust Co | 30,627 | $1.40M | 0.04% | −4,037−11.6% | Reduced |
| Burney Co | 30,601 | $1.40M | 0.07% | −876−2.8% | Reduced |
| MAI Capital Management | 29,789 | $1.36M | 0.02% | +3,407+12.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 29,682 | $1.36M | 0.11% | −478−1.6% | Reduced |
| Moors & Cabot, Inc. | 29,457 | $1.35M | 0.09% | −8,091−21.5% | Reduced |
| Delta Financial Advisors LLC | 29,349 | $1.34M | 0.65% | +40.0% | Added |
| Financial Advocates Investment Management | 29,125 | $1.33M | 0.10% | −434−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,008 | $1.33M | 0.15% | +5,933+25.7% | Added |
| Estate Counselors, LLC | 28,990 | $1.33M | 0.18% | +28,990 | New |
| Assetmark, Inc | 28,956 | $1.32M | 0.01% | +1,694+6.2% | Added |
| Boston Private Wealth LLC | 28,814 | $1.32M | 0.02% | −8,805−23.4% | Reduced |
| Romano Brothers and Company | 28,922 | $1.31M | 0.20% | −1,119−3.7% | Reduced |
| Selway Asset Management | 28,700 | $1.31M | 0.63% | +200+0.7% | Added |
| KCM Investment Advisors LLC | 28,549 | $1.31M | 0.05% | −1,223−4.1% | Reduced |
| Pacific Global Investment Management CO | 28,347 | $1.30M | 0.28% | −5,639−16.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28,337 | $1.30M | 0.03% | −1,732−5.8% | Reduced |
| Bartlett & Co. LLC | 28,337 | $1.29M | 0.03% | −1,732−5.8% | Reduced |
| Merit Financial Group, LLC | 28,203 | $1.29M | 0.05% | +553+2.0% | Added |
| Goelzer Investment Management, Inc. | 27,968 | $1.28M | 0.11% | +268+1.0% | Added |
| Perigon Wealth Management, LLC | 27,363 | $1.25M | 0.07% | +227+0.8% | Added |
| FineMark National Bank & Trust | 27,304 | $1.25M | 0.05% | +204+0.8% | Added |
| Central Trust Co | 27,004 | $1.24M | 0.04% | −195−0.7% | Reduced |
| Vinva Investment Management Ltd | 27,344 | $1.23M | 0.10% | +27,344 | New |
| Sawtooth Solutions, LLC | 26,923 | $1.23M | 0.03% | +17,478+185.1% | Added |
| Summit Global Investments | 26,905 | $1.23M | 0.10% | +26,905 | New |
| Bleakley Financial Group, LLC | 26,904 | $1.23M | 0.04% | +4,273+18.9% | Added |
| Tower Research Capital LLC (TRC) | 26,550 | $1.22M | 0.04% | +14,000+111.6% | Added |
| Woodstock Corp | 26,516 | $1.21M | 0.15% | −5,822−18.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,222 | $1.20M | 0.03% | +120.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 26,000 | $1.19M | 0.03% | +2,193+9.2% | Added |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.19M | 0.18% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 25,789 | $1.18M | 0.06% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 25,792 | $1.18M | 0.01% | −258−1.0% | Reduced |
| Erste Asset Management GmbH | 25,700 | $1.17M | 0.02% | +11,200+77.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,447 | $1.16M | 0.01% | +4,577+21.9% | Added |
| Principle Wealth Partners LLC | 25,195 | $1.15M | 0.12% | +393+1.6% | Added |
| AXS Investments LLC | 25,142 | $1.15M | 0.38% | −474−1.9% | Reduced |
| CIBC World Markets Inc. | 24,923 | $1.14M | 0.00% | +1,410+6.0% | Added |
| First Manhattan Co | 24,762 | $1.13M | 0.00% | +595+2.5% | Added |
| Vident Investment Advisory, LLC | 24,737 | $1.13M | 0.04% | −9,318−27.4% | Reduced |
| Investment Management of Virginia LLC | 24,590 | $1.12M | 0.21% | +190+0.8% | Added |
| Benjamin Edwards Inc | 24,195 | $1.11M | 0.27% | +447+1.9% | Added |
| Hohimer Wealth Management, LLC | 23,783 | $1.09M | 0.32% | +1,689+7.6% | Added |
| Hartford Financial Management Inc. | 23,654 | $1.08M | 0.28% | −352−1.5% | Reduced |
| Curbstone Financial Management Corp | 23,518 | $1.08M | 0.26% | +200+0.9% | Added |
| Neville Rodie & Shaw Inc | 23,504 | $1.07M | 0.10% | −1,095−4.5% | Reduced |
| IFP Advisors, Inc | 89,543 | $1.07M | 0.05% | −31,730−26.2% | Reduced |
| C2C Wealth Management, LLC | 24,400 | $1.07M | 0.17% | +24,400 | New |
| Empirical Finance, LLC | 23,097 | $1.06M | 0.10% | +1,073+4.9% | Added |
| Meiji Yasuda Life Insurance Co | 23,083 | $1.06M | 0.02% | +610+2.7% | Added |
| Birch Hill Investment Advisors LLC | 23,035 | $1.05M | 0.07% | −1,685−6.8% | Reduced |
| Van Hulzen Asset Management, LLC | 23,025 | $1.05M | 0.10% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 22,966 | $1.05M | 0.04% | +7,971+53.2% | Added |
| Johnson Investment Counsel Inc | 22,928 | $1.05M | 0.01% | +710+3.2% | Added |
| Everence Capital Management Inc | 22,720 | $1.04M | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,614 | $1.03M | 0.01% | −850−3.6% | Reduced |
| TownSquare Capital, LLC | 22,495 | $1.03M | 0.02% | −14−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 22,497 | $1.03M | 0.06% | +151+0.7% | Added |
| Hunter Associates Investment Management LLC | 22,422 | $1.03M | 0.22% | +2,100+10.3% | Added |
| Integrated Wealth Concepts LLC | 22,430 | $1.03M | 0.02% | +4,281+23.6% | Added |
| Garrison Point Advisors, LLC | 22,275 | $1.02M | 0.76% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 22,232 | $1.02M | 0.05% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 21,912 | $1.00M | 0.22% | 00.0% | Unchanged |
| Greenleaf Trust | 21,850 | $999.6K | 0.01% | +1,244+6.0% | Added |
| HB Wealth Management, LLC | 21,772 | $996.1K | 0.02% | +291+1.4% | Added |
| Sawgrass Asset Management LLC | 21,722 | $993.8K | 0.13% | −385−1.7% | Reduced |