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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 21,658 | $990.9K | 0.04% | +21,658 | New |
| Wetherby Asset Management Inc | 21,621 | $989.2K | 0.06% | +2,075+10.6% | Added |
| Qtron Investments LLC | 21,114 | $966.0K | 0.20% | +11,141+111.7% | Added |
| Quantum Private Wealth, LLC | 20,931 | $957.6K | 0.52% | 00.0% | Unchanged |
| Fractal Investments LLC | 20,896 | $956.0K | 0.22% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 20,827 | $952.8K | 0.31% | −219−1.0% | Reduced |
| CAPROCK Group, Inc. | 20,670 | $945.7K | 0.07% | +1,720+9.1% | Added |
| Ahl Investment Management, Inc. | 20,310 | $929.2K | 0.86% | −650−3.1% | Reduced |
| Kraematon Investment Advisors, Inc | 20,210 | $924.6K | 1.07% | −2,148−9.6% | Reduced |
| Panagora Asset Management Inc | 20,158 | $922.2K | 0.01% | −14,792−42.3% | Reduced |
| Choate Investment Advisors | 20,001 | $915.0K | 0.04% | −3,906−16.3% | 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 |
| Colony Group LLC | 19,969 | $914.0K | 0.01% | −6,367−24.2% | Reduced |
| Roberts Glore & Co Inc | 19,915 | $911.1K | 0.30% | −750−3.6% | Reduced |
| Kinneret Advisory, LLC | 19,889 | $909.9K | 0.12% | −1,068−5.1% | Reduced |
| Vestcor Inc | 19,873 | $909.0K | 0.03% | −92−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 19,844 | $907.9K | 0.02% | +770+4.0% | Added |
| Lipe & Dalton | 19,816 | $907.0K | 0.52% | −484−2.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 23,685 | $903.0K | 0.03% | −400−1.7% | Reduced |
| Pinnacle Associates Ltd | 19,540 | $893.9K | 0.02% | +1,581+8.8% | Added |
| National Asset Management, Inc. | 19,483 | $891.3K | 0.02% | −6,668−25.5% | Reduced |
| Sigma Planning Corp | 19,301 | $883.0K | 0.03% | −655−3.3% | Reduced |
| Tower Bridge Advisors | 19,179 | $877.4K | 0.07% | −355−1.8% | Reduced |
| Bollard Group LLC | 19,175 | $877.0K | 0.03% | 00.0% | Unchanged |
| United Services Automobile Association | 19,120 | $874.7K | 0.03% | −12,203−39.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $869.3K | 0.23% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 18,943 | $866.6K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 18,934 | $866.2K | 0.08% | −15−0.1% | Reduced |
| Vontobel Holding Ltd. | 18,920 | $865.6K | 0.01% | −3,082−14.0% | Reduced |
| Buffington Mohr McNeal | 18,845 | $862.2K | 0.20% | −146−0.8% | Reduced |
| First Hawaiian Bank | 18,651 | $853.3K | 0.03% | −3,456−15.6% | Reduced |
| True Wealth Design, LLC | 18,291 | $836.8K | 0.35% | −542−2.9% | Reduced |
| City Holding Co | 18,211 | $833.1K | 0.15% | −530−2.8% | Reduced |
| RSM US Wealth Management LLC | 18,185 | $832.0K | 0.03% | +12,440+216.5% | Added |
| Cresset Asset Management, LLC | 18,070 | $826.8K | 0.02% | −74,148−80.4% | Reduced |
| Wendell David Associates Inc | 18,020 | $824.0K | 0.10% | −550−3.0% | Reduced |
| Caldwell Trust Co | 17,804 | $814.5K | 0.11% | −486−2.7% | Reduced |
| Baader Bank INC | 22,192 | $791.9K | 0.06% | +22,192 | New |
| Home Federal Bank of Tennessee | 17,224 | $788.0K | 0.29% | +150+0.9% | Added |
| Alberta Investment Management Corp | 17,037 | $779.4K | 0.01% | +17,037 | New |
| Valley Brook Capital Group | 16,993 | $777.4K | 0.72% | +730+4.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 17,212 | $776.3K | 0.05% | −1,371−7.4% | Reduced |
| Clearstead Advisors, LLC | 16,965 | $776.2K | 0.06% | +698+4.3% | Added |
| Federated Hermes, Inc. | 16,898 | $773.1K | 0.00% | +3,182+23.2% | Added |
| Marble Harbor Investment Counsel, LLC | 16,893 | $772.9K | 0.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,891 | $772.8K | 0.03% | +114+0.7% | Added |
| Moody National Bank Trust Division | 16,727 | $765.3K | 0.07% | −42−0.3% | Reduced |
| Westhampton Capital, LLC | 16,507 | $755.2K | 0.48% | +300+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 16,457 | $752.9K | 0.01% | −2,164−11.6% | Reduced |
| Morningstar Investment Services LLC | 16,439 | $743.0K | 0.01% | +1,262+8.3% | Added |
| Davis Investment Partners, LLC | 17,301 | $742.0K | 0.39% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 16,134 | $738.1K | 0.02% | +2,433+17.8% | Added |
| Tokio Marine Asset Management Co Ltd | 16,108 | $736.9K | 0.05% | +2,582+19.1% | Added |
| Trust Co of Toledo NA | 16,063 | $734.9K | 0.13% | −170−1.0% | Reduced |
| Bank of Hawaii | 15,860 | $725.6K | 0.04% | +7,790+96.5% | Added |
| Umb Bank N A | 15,704 | $718.5K | 0.01% | −682−4.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15,669 | $716.9K | 0.03% | +15,669 | New |
| Meeder Advisory Services, Inc. | 15,648 | $715.9K | 0.08% | +885+6.0% | Added |
| Wedbush Securities Inc | 15,626 | $715.0K | 0.04% | −1,686−9.7% | Reduced |
| David Loasby | 16,981 | $709.8K | 0.08% | +221+1.3% | Added |
| Hussman Strategic Advisors, Inc. | 15,500 | $709.1K | 0.11% | +15,500 | New |
| True North Advisors, LLC | 15,479 | $708.2K | 0.21% | −21−0.1% | Reduced |
| Compass Wealth Management LLC | 15,436 | $706.2K | 0.22% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,386 | $704.2K | 0.03% | +108+0.7% | Added |
| Bryn Mawr Trust Co | 15,279 | $699.0K | 0.03% | −430−2.7% | Reduced |
| Park Avenue Securities LLC | 15,239 | $697.0K | 0.01% | +764+5.3% | Added |
| Estabrook Capital Management | 15,190 | $694.9K | 0.12% | −220−1.4% | Reduced |
| Scotia Capital Inc. | 15,163 | $693.7K | 0.01% | −2,811−15.6% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $693.1K | 0.69% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 15,146 | $692.9K | 0.50% | +130+0.9% | Added |
| Montag A & Associates Inc | 15,005 | $686.5K | 0.04% | −900−5.7% | Reduced |
| Wedmont Private Capital | 16,146 | $683.0K | 0.09% | +1,531+10.5% | Added |
| Baldwin Investment Management, LLC | 14,927 | $682.9K | 0.12% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 14,834 | $678.7K | 0.15% | +150+1.0% | Added |
| Curated Wealth Partners LLC | 14,832 | $678.6K | 0.15% | −613−4.0% | Reduced |
| Sciencast Management LP | 16,195 | $677.9K | 0.90% | +16,195 | New |
| Pitcairn Co | 14,621 | $668.9K | 0.06% | +137+0.9% | Added |
| Signaturefd, LLC | 14,470 | $662.0K | 0.02% | +1,114+8.3% | Added |
| Trellis Wealth Advisors LLC | 14,441 | $660.7K | 0.49% | +46+0.3% | Added |
| Ar Asset Management Inc | 14,400 | $659.0K | 0.18% | 00.0% | Unchanged |
| Foster & Motley Inc | 14,332 | $656.0K | 0.05% | −285−1.9% | Reduced |
| Lincoln National Corp | 14,326 | $655.4K | 0.01% | −48−0.3% | Reduced |
| Axq Capital, LP | 14,300 | $654.2K | 0.26% | +14,300 | New |
| Parsec Financial Management, Inc. | 14,275 | $653.1K | 0.03% | −570−3.8% | Reduced |
| Cubist Systematic Strategies, LLC | 14,234 | $651.2K | 0.01% | −8,418−37.2% | Reduced |
| CM Wealth Advisors LLC | 15,885 | $646.0K | 0.12% | +15,885 | New |
| Brendel Financial Advisors LLC | 14,078 | $644.0K | 0.48% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 13,948 | $638.1K | 0.08% | −1,081−7.2% | Reduced |
| Horizon Investments, LLC | 13,959 | $635.7K | 0.02% | −1,002−6.7% | Reduced |
| Rossmore Private Capital | 13,776 | $630.3K | 0.10% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 13,749 | $629.0K | 0.16% | −27−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 13,700 | $626.8K | 0.02% | −2,600−16.0% | Reduced |
| Kestra Private Wealth Services, LLC | 13,605 | $622.4K | 0.02% | −248−1.8% | Reduced |
| Bragg Financial Advisors, Inc | 13,537 | $619.3K | 0.04% | −375−2.7% | Reduced |
| Cambridge Trust Co | 13,480 | $616.7K | 0.03% | −90−0.7% | Reduced |
| N.E.W. Advisory Services LLC | 13,399 | $613.0K | 0.09% | +122+0.9% | Added |
| Waterford Advisors, LLC | 13,381 | $612.0K | 0.33% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 14,501 | $606.4K | 0.35% | −45−0.3% | Reduced |
| Transform Wealth, LLC | 13,253 | $606.3K | 0.06% | −42,531−76.2% | Reduced |