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Livermore
ZHEN

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, Q2 2023

Institutional positions in Carrier Global Corp as of Jun 30, 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
1,261
+27 vs. Q1 2023
Shares held
771.1M
+38.0M (+5.2%) vs. Q1 2023
Total value
$38.3B
+$4.76B (+14.2%) vs. Q1 2023
New holders
114
388 more added
Sold out
87
508 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,261 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ2 2023: $38.3B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2023.

Institutions holding CARR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth12$00.00%−1−7.7%Reduced
Highline Wealth Partners LLC3$1500.00%00.0%Unchanged
Coastal Capital Group, Inc.4$2060.00%00.0%Unchanged
PSI Advisors, LLC6$2990.00%00.0%Unchanged
Pacifica Partners Inc.13$6400.00%00.0%Unchanged
Rise Advisors, LLC16$7740.00%00.0%Unchanged
Venturi Wealth Management, LLC16$7960.00%+16New
Tfo-TDC, LLC18$8950.00%00.0%Unchanged
HighMark Wealth Management LLC20$9940.00%00.0%Unchanged
HBC Financial Services, PLLC25$1.00K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.25$1.23K0.00%00.0%Unchanged
Bogart Wealth, LLC28$1.39K0.00%−58−67.4%Reduced
Arlington Partners LLC28$1.39K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.28$1.39K0.00%+28New
Insight Financial Services31$1.54K0.00%+31New
Trifecta Capital Advisors, LLC31$1.54K0.00%00.0%Unchanged
Wolff Wiese Magana LLC32$1.59K0.00%00.0%Unchanged
Park Place Capital Corp34$1.69K0.00%00.0%Unchanged
Investors Research Corp35$1.74K0.00%00.0%Unchanged
Marquette Asset Management, LLC37$1.84K0.00%00.0%Unchanged
TD Capital Management LLC40$1.99K0.00%00.0%Unchanged
West Paces Advisors Inc.40$1.99K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.40$1.99K0.00%00.0%Unchanged
Ogorek Anthony Joseph47$2.00K0.00%00.0%Unchanged
Northwest Capital Management Inc47$2.34K0.00%+47New
Pacific Center for Financial Services50$2.49K0.00%00.0%Unchanged
PFS Partners, LLC51$2.56K0.00%00.0%Unchanged
Financial Freedom, LLC55$2.73K0.00%00.0%Unchanged
Sawyer & Company, Inc61$3.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC70$3.48K0.00%00.0%Unchanged
Global Financial Private Client, LLC74$3.70K0.00%00.0%Unchanged
Tyler-Stone Wealth Management84$4.00K0.00%+84New
Toth Financial Advisory Corp90$4.47K0.00%00.0%Unchanged
McIlrath & Eck, LLC90$4.47K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP99$4.92K0.00%00.0%Unchanged
Loomis Sayles & Co L P108$5.00K0.00%−165−60.4%Reduced
Harel Insurance Investments & Financial Services Ltd.110$5.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC108$5.37K0.00%00.0%Unchanged
SJS Investment Consulting Inc.121$6.02K0.00%−10−7.6%Reduced
Fairfield Financial Advisors, LTD127$6.30K0.00%+1+0.8%Added
Thomas J. Herzfeld Advisors, Inc.127$6.31K0.00%−15−10.6%Reduced
Glass Jacobson Investment Advisors llc133$6.61K0.00%+133New
Thompson Investment Management, Inc.134$6.66K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC136$6.76K0.00%−6−4.2%Reduced
Byrne Asset Management LLC147$7.00K0.00%+80+119.4%Added
ORG Partners LLC150$7.00K0.00%+150New
Live Oak Investment Partners–$7.46K0.01%––
Mine & Arao Wealth Creation & Management, LLC.150$7.46K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC158$7.85K0.00%00.0%Unchanged
Focused Wealth Management, Inc170$8.43K0.00%+1+0.6%Added
Richard W. Paul & Associates, LLC172$8.55K0.00%00.0%Unchanged
Abound Wealth Management179$8.90K0.00%+80+80.8%Added
Independence Bank of Kentucky181$9.00K0.00%00.0%Unchanged
Creative Financial Designs Inc197$9.81K0.00%00.0%Unchanged
WR Wealth Planners, LLC200$9.94K0.00%−13−6.1%Reduced
First Personal Financial Services200$9.94K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC200$9.94K0.00%00.0%Unchanged
Albion Financial Group200$9.94K0.00%+200New
Raffa Wealth Management, LLC201$9.99K0.00%−2,300−92.0%Reduced
First PREMIER Bank200$10.0K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.195$10.8K0.00%+46+30.9%Added
DecisionPoint Financial, LLC220$10.9K0.01%00.0%Unchanged
PrairieView Partners, LLC227$11.0K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.233$11.0K0.01%−7−2.9%Reduced
Sittner & Nelson, LLC237$11.8K0.01%−61−20.5%Reduced
GW&K Investment Management, LLC242$12.0K0.00%+242New
Nalls Sherbakoff Group, LLC300$12.3K0.01%00.0%Unchanged
Magellan Asset Management Ltd247$12.3K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC247$12.3K0.01%00.0%Unchanged
Macroview Investment Management LLC248$12.3K0.02%+248New
AlphaMark Advisors, LLC255$13.0K0.01%00.0%Unchanged
IAG Wealth Partners, LLC272$13.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.287$14.0K0.00%−2−0.7%Reduced
Harvest Fund Management Co., Ltd280$14.0K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC288$14.3K0.01%00.0%Unchanged
Larson Financial Group LLC290$14.4K0.00%+1+0.3%Added
Westside Investment Management, Inc.300$14.9K0.00%−52−14.8%Reduced
CoreFirst Bank & Trust300$14.9K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.301$15.0K0.00%00.0%Unchanged
TSFG, LLC310$15.0K0.01%+310New
Tompkins Financial Corp307$15.3K0.00%00.0%Unchanged
Annapolis Financial Services, LLC318$15.8K0.00%00.0%Unchanged
Level Financial Advisors, Inc.320$15.9K0.01%00.0%Unchanged
Natixis320$15.9K0.00%−88,994−99.6%Reduced
Brown, Lisle/Cummings, Inc.325$16.2K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC335$16.7K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP337$16.8K0.00%+24+7.7%Added
Fairfield, Bush & Co.342$17.0K0.00%+342New
Cedar Mountain Advisors, LLC345$17.1K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC347$17.2K0.01%+1+0.3%Added
Tortoise Investment Management, LLC350$17.4K0.00%00.0%Unchanged
American National Bank358$17.8K0.00%00.0%Unchanged
Disciplined Investments, LLC370$18.4K0.01%−857−69.8%Reduced
Versant Capital Management, Inc377$18.7K0.01%00.0%Unchanged
CGC Financial Services, LLC380$18.9K0.01%+380New
Earnest Partners LLC393$19.5K0.00%00.0%Unchanged
Steward Financial Group LLC442$21.0K0.01%−37−7.7%Reduced
TD Ameritrade Investment Management, LLC441$22.0K0.00%−132−23.0%Reduced
Operose Advisors LLC450$22.4K0.01%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC460$22.9K0.02%00.0%Unchanged