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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 13,472 | $606.1K | 0.16% | −2,027−13.1% | Reduced |
| Venture Visionary Partners LLC | 13,191 | $603.5K | 0.04% | −643−4.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,162 | $602.2K | 0.07% | +601+4.8% | Added |
| Diversified Trust Co | 13,104 | $599.5K | 0.02% | −14,106−51.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 13,062 | $597.6K | 0.10% | −170−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 13,060 | $597.5K | 0.02% | −900−6.4% | Reduced |
| Holderness Investments Co | 12,999 | $594.7K | 0.24% | 00.0% | Unchanged |
| Excalibur Management Corp | 12,993 | $594.4K | 0.31% | −55−0.4% | Reduced |
| Miller Investment Management, LP | 12,990 | $594.3K | 0.10% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12,942 | $592.1K | 0.08% | −1,412−9.8% | Reduced |
| Kingsview Wealth Management, LLC | 12,942 | $592.1K | 0.02% | −820−6.0% | Reduced |
| Great Valley Advisor Group, Inc. | 12,931 | $591.4K | 0.03% | −1,166−8.3% | Reduced |
| Werlinich Asset Management, LLC | 12,915 | $590.9K | 0.52% | 00.0% | Unchanged |
| Forte Capital LLC | 12,911 | $590.7K | 0.09% | −76−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 12,901 | $590.2K | 0.01% | −4,750−26.9% | Reduced |
| ICW Investment Advisors LLC | 12,874 | $589.0K | 0.33% | +752+6.2% | Added |
| Montecito Bank & Trust | 12,868 | $588.7K | 0.14% | −1,241−8.8% | Reduced |
| Aigen Investment Management, LP | 12,862 | $588.4K | 0.08% | +12,862 | New |
| Means Investment Co., Inc. | 12,801 | $585.6K | 0.10% | +20.0% | Added |
| Auto-Owners Insurance Co | 12,787 | $585.0K | 0.02% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 12,780 | $584.7K | 0.16% | +23+0.2% | Added |
| Chicago Capital, LLC | 12,738 | $582.8K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 12,645 | $578.5K | 0.06% | −2,574−16.9% | Reduced |
| Busey Wealth Management | 12,635 | $578.1K | 0.02% | −3,621−22.3% | Reduced |
| Fishman Jay A Ltd | 12,600 | $576.5K | 0.07% | −3,667−22.5% | Reduced |
| Shikiar Asset Management Inc | 12,590 | $576.0K | 0.20% | +12,590 | New |
| J.W. Cole Advisors, Inc. | 12,476 | $570.8K | 0.04% | −8−0.1% | Reduced |
| Burns J W & Co Inc | 12,463 | $570.0K | 0.10% | +2,225+21.7% | Added |
| Crestwood Advisors Group LLC | 12,431 | $568.7K | 0.02% | −282−2.2% | Reduced |
| Allred Capital Management, LLC | 12,410 | $567.7K | 0.30% | −90−0.7% | Reduced |
| Groesbeck Investment Management Corp | 12,404 | $567.0K | 0.85% | +100+0.8% | Added |
| Symmetry Partners, LLC | 12,366 | $566.0K | 0.03% | 00.0% | Unchanged |
| Columbia Asset Management | 12,343 | $565.0K | 0.13% | 00.0% | Unchanged |
| Wellington Management Group LLP | 12,250 | $560.4K | 0.00% | −23,476−65.7% | Reduced |
| Valeo Financial Advisors, LLC | 12,220 | $559.1K | 0.03% | +2,360+23.9% | Added |
| Meridian Management Co | 12,097 | $553.4K | 0.18% | +57+0.5% | Added |
| GYL Financial Synergies, LLC | 11,983 | $548.2K | 0.07% | +128+1.1% | Added |
| Waters Parkerson & Co., LLC | 11,967 | $547.0K | 0.03% | −650−5.2% | Reduced |
| Avestar Capital, LLC | 11,880 | $543.5K | 0.11% | −1,989−14.3% | Reduced |
| Quadrant Capital Group LLC | 11,778 | $538.8K | 0.06% | +102+0.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 11,733 | $536.8K | 0.02% | −998−7.8% | Reduced |
| Personal Cfo Solutions, LLC | 11,696 | $535.1K | 0.11% | −20.0% | Reduced |
| Freestone Capital Holdings, LLC | 11,580 | $529.8K | 0.02% | −45−0.4% | Reduced |
| Soltis Investment Advisors LLC | 11,533 | $527.6K | 0.07% | +30.0% | Added |
| CFO4Life Group, LLC | 11,524 | $527.2K | 0.12% | +88+0.8% | Added |
| Veriti Management LLC | 11,496 | $525.9K | 0.06% | +1,393+13.8% | Added |
| Community Bank, N.A. | 11,425 | $522.7K | 0.07% | −90−0.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,360 | $520.0K | 0.06% | −600−5.0% | Reduced |
| Simmons Bank | 11,340 | $518.8K | 0.04% | −1,403−11.0% | Reduced |
| Shayne & Co., LLC | 11,310 | $517.4K | 0.28% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,271 | $515.7K | 0.03% | +145+1.3% | Added |
| Laurel Wealth Advisors LLC | 11,257 | $515.0K | 0.11% | −7−0.1% | Reduced |
| Ledyard National Bank | 11,198 | $512.3K | 0.06% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 11,195 | $512.2K | 0.09% | −3,637−24.5% | Reduced |
| Investment Advisory Services Inc | 11,156 | $510.4K | 0.25% | 00.0% | Unchanged |
| Capital City Trust Co | 11,129 | $509.2K | 0.16% | −37−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 11,122 | $509.0K | 0.02% | −401−3.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,063 | $506.1K | 0.04% | +916+9.0% | Added |
| Keeley-Teton Advisors, LLC | 11,056 | $505.8K | 0.06% | −582−5.0% | Reduced |
| Dover Advisors, LLC | 11,050 | $505.5K | 0.49% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11,042 | $505.2K | 0.06% | −361−3.2% | Reduced |
| Boston Trust Walden Corp | 10,937 | $500.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Virginia | 10,936 | $500.3K | 0.06% | −38−0.3% | Reduced |
| Wahed Invest LLC | 10,906 | $498.9K | 0.22% | +134+1.2% | Added |
| Graypoint LLC | 10,879 | $497.7K | 0.05% | −3,494−24.3% | Reduced |
| Eagle Asset Management Inc | 10,883 | $497.0K | 0.00% | +1,816+20.0% | Added |
| Aull & Monroe Investment Management Corp | 10,856 | $496.7K | 0.25% | −100−0.9% | Reduced |
| TD Waterhouse Canada Inc. | 10,719 | $494.1K | 0.01% | −1,011−8.6% | Reduced |
| Grimes & Company, Inc. | 10,646 | $487.0K | 0.02% | +50.0% | Added |
| Callan Family Office, LLC | 10,454 | $478.3K | 0.12% | +10,454 | New |
| Cullen/Frost Bankers, Inc. | 10,402 | $475.9K | 0.01% | −841−7.5% | Reduced |
| Bull Street Advisors, LLC | 10,382 | $475.0K | 0.25% | −20−0.2% | Reduced |
| Independent Advisor Alliance | 10,380 | $474.9K | 0.02% | −2,801−21.3% | Reduced |
| Ameritas Investment Partners, Inc. | 10,357 | $473.8K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 31,895 | $473.1K | 0.07% | −4,167−11.6% | Reduced |
| Donaldson Capital Management, LLC | 10,304 | $471.4K | 0.02% | −245−2.3% | Reduced |
| Jacobi Capital Management LLC | 10,293 | $470.9K | 0.06% | −150−1.4% | Reduced |
| Denali Advisors LLC | 10,126 | $463.3K | 0.19% | +26+0.3% | Added |
| Fund Management at Engine No. 1 LLC | 10,116 | $462.8K | 0.09% | +910+9.9% | Added |
| Carret Asset Management, LLC | 10,086 | $461.0K | 0.06% | −39−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 10,011 | $458.0K | 0.19% | −7,302−42.2% | 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 |
| Vestmark Advisory Solutions, Inc. | 10,006 | $457.8K | 0.02% | −1,882−15.8% | Reduced |
| Twin Capital Management Inc | 9,999 | $457.5K | 0.06% | +9,999 | New |
| Monterey Private Wealth, Inc. | 9,973 | $456.2K | 0.23% | +20.0% | Added |
| Alterity Financial Group, LLC | 9,942 | $454.8K | 0.67% | +1,190+13.6% | Added |
| Penserra Capital Management LLC | 9,953 | $454.0K | 0.01% | −139−1.4% | Reduced |
| Verdence Capital Advisors LLC | 9,872 | $451.6K | 0.05% | +136+1.4% | Added |
| HBK Sorce Advisory LLC | 9,802 | $448.4K | 0.02% | −9,170−48.3% | Reduced |
| Charter Trust Co | 9,794 | $448.1K | 0.04% | −1,320−11.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 9,783 | $447.6K | 0.03% | −200−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 9,766 | $446.8K | 0.01% | +899+10.1% | Added |
| Agf Management Ltd | 9,750 | $446.1K | 0.00% | +9,750 | New |
| Washington Trust Co | 9,714 | $444.4K | 0.02% | −201−2.0% | Reduced |
| Blue Square Asset Management, LLC | 9,711 | $444.3K | 0.29% | +9,711 | New |
| Fiduciary Group LLC | 9,701 | $443.8K | 0.06% | −76−0.8% | Reduced |
| Osborne Partners Capital Management, LLC | 9,582 | $438.4K | 0.03% | −212−2.2% | Reduced |
| 1st Source Bank | 9,536 | $436.3K | 0.03% | −25−0.3% | Reduced |