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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 46,315 | $2.30M | 0.31% | +42,223+1,031.8% | Added |
| Argent Trust Co | 46,529 | $2.31M | 0.13% | −462−1.0% | Reduced |
| Cacti Asset Management LLC | 46,767 | $2.32M | 0.21% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 47,693 | $2.37M | 0.01% | −7,967−14.3% | Reduced |
| Prio Wealth Limited Partnership | 49,146 | $2.44M | 0.09% | −1,475−2.9% | Reduced |
| Eqis Capital Management, Inc. | 49,596 | $2.47M | 0.28% | −7,885−13.7% | Reduced |
| Laffer Tengler Investments | 49,681 | $2.47M | 0.66% | +49,011+7,315.1% | Added |
| Silvercrest Asset Management Group LLC | 50,345 | $2.50M | 0.02% | −516−1.0% | Reduced |
| Sargent Investment Group, LLC | 50,419 | $2.51M | 0.61% | −4,605−8.4% | Reduced |
| Cresset Asset Management, LLC | 50,963 | $2.54M | 0.02% | +32,893+182.0% | Added |
| Louisiana State Employees Retirement System | 51,600 | $2.57M | 0.06% | −2,600−4.8% | Reduced |
| Wesbanco Bank Inc | 51,674 | $2.57M | 0.11% | −6,192−10.7% | Reduced |
| Heritage Investors Management Corp | 52,084 | $2.59M | 0.10% | −713−1.4% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.60M | 1.46% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 53,063 | $2.64M | 0.01% | −5,502−9.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 53,638 | $2.67M | 0.05% | +43,236+415.7% | Added |
| American Century Companies Inc | 53,889 | $2.68M | 0.00% | −1,536−2.8% | Reduced |
| Tower View Investment Management & Research LLC | 55,090 | $2.74M | 1.86% | +187+0.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 56,245 | $2.80M | 0.58% | −355−0.6% | Reduced |
| Wealthfront Advisers LLC | 56,460 | $2.81M | 0.01% | −9,293−14.1% | Reduced |
| Poehling Capital Management, LLC | 56,814 | $2.82M | 0.95% | −1,218−2.1% | Reduced |
| Evercore Wealth Management, LLC | 57,436 | $2.86M | 0.05% | +868+1.5% | Added |
| Delta Capital Management LLC | 57,465 | $2.86M | 1.97% | −480−0.8% | Reduced |
| Hartford Investment Management Co | 58,492 | $2.91M | 0.11% | −11,647−16.6% | Reduced |
| JB Capital LLC | 58,577 | $2.91M | 0.25% | +1,845+3.3% | Added |
| Cohen Klingenstein LLC | 58,634 | $2.91M | 0.13% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 59,111 | $2.94M | 0.07% | −104−0.2% | Reduced |
| AdvisorShares Investments LLC | 59,579 | $2.96M | 0.85% | +14,644+32.6% | Added |
| Rafferty Asset Management, LLC | 60,303 | $3.00M | 0.02% | +5,857+10.8% | Added |
| LSV Asset Management | 60,300 | $3.00M | 0.01% | +9,600+18.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 60,410 | $3.00M | 0.11% | +2,761+4.8% | Added |
| Stratos Wealth Partners, LTD. | 61,108 | $3.04M | 0.07% | +2,614+4.5% | Added |
| Huntington National Bank | 61,457 | $3.06M | 0.03% | −1,630−2.6% | Reduced |
| Intech Investment Management LLC | 62,056 | $3.08M | 0.03% | −36,030−36.7% | Reduced |
| Teacher Retirement System of Texas | 63,140 | $3.14M | 0.02% | −252,249−80.0% | Reduced |
| AMG National Trust Bank | 63,162 | $3.14M | 0.10% | +710+1.1% | Added |
| Canandaigua National Bank & Trust Co | 63,542 | $3.16M | 0.51% | −490−0.8% | Reduced |
| Maryland State Retirement & Pension System | 63,620 | $3.16M | 0.07% | −2,782−4.2% | Reduced |
| Crossmark Global Holdings, Inc. | 53,653 | $3.17M | 0.07% | −12,945−19.4% | Reduced |
| Brown Brothers Harriman & Co | 63,825 | $3.17M | 0.03% | −258−0.4% | Reduced |
| Cohen Capital Management, Inc. | 63,834 | $3.17M | 0.62% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 64,864 | $3.22M | 0.16% | −529−0.8% | Reduced |
| Daiwa Securities Group Inc. | 65,208 | $3.24M | 0.02% | +1,587+2.5% | Added |
| Mercer Global Advisors Inc | 65,340 | $3.25M | 0.01% | −2,356−3.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 66,919 | $3.33M | 0.52% | +14,560+27.8% | Added |
| CWM, LLC | 66,975 | $3.33M | 0.02% | +2,341+3.6% | Added |
| Kentucky Retirement Systems | 67,123 | $3.34M | 0.11% | +1,166+1.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 67,704 | $3.37M | 0.48% | −392−0.6% | Reduced |
| Norinchukin Bank, The | 67,708 | $3.37M | 0.06% | +14,686+27.7% | Added |
| Robeco Institutional Asset Management B.V. | 67,836 | $3.37M | 0.01% | −160,003−70.2% | Reduced |
| Securian Asset Management, Inc | 68,107 | $3.39M | 0.09% | −799−1.2% | Reduced |
| Patten Group, Inc. | 68,255 | $3.39M | 0.96% | −489−0.7% | Reduced |
| JustInvest LLC | 68,443 | $3.40M | 0.10% | +1,527+2.3% | Added |
| Blair William & Co | 68,645 | $3.41M | 0.01% | +6,098+9.7% | Added |
| Elo Mutual Pension Insurance Co | 68,710 | $3.42M | 0.10% | +8,540+14.2% | Added |
| Gabelli Funds LLC | 68,900 | $3.43M | 0.03% | −1,500−2.1% | Reduced |
| Cetera Advisor Networks LLC | 69,134 | $3.44M | 0.02% | −1,344−1.9% | Reduced |
| Ingalls & Snyder LLC | 70,323 | $3.50M | 0.17% | −340−0.5% | Reduced |
| Cerity Partners LLC | 70,976 | $3.53M | 0.01% | +106+0.1% | Added |
| Prudential PLC | 71,205 | $3.54M | 0.04% | +3,349+4.9% | Added |
| MU Investments Co., Ltd. | 72,490 | $3.59M | 4.54% | −500−0.7% | Reduced |
| Kestra Advisory Services, LLC | 72,516 | $3.60M | 0.04% | −2,015−2.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,217 | $3.64M | 0.06% | +6,153+9.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 74,445 | $3.70M | 0.39% | +45,437+156.6% | Added |
| GAM Holding AG | 74,731 | $3.71M | 0.26% | −375−0.5% | Reduced |
| British Columbia Investment Management Corp | 75,281 | $3.74M | 0.04% | +627+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 75,327 | $3.74M | 0.04% | −2,727−3.5% | Reduced |
| Clearbridge Investments, LLC | 75,482 | $3.75M | 0.00% | −75−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 75,555 | $3.76M | 0.14% | −787−1.0% | Reduced |
| Snowden Capital Advisors LLC | 75,651 | $3.76M | 0.13% | −433−0.6% | Reduced |
| Parsons Capital Management Inc | 75,794 | $3.77M | 0.29% | +676+0.9% | Added |
| Candriam Luxembourg S.C.A. | 76,210 | $3.79M | 0.03% | −43,764−36.5% | Reduced |
| Gilman Hill Asset Management, LLC | 77,075 | $3.83M | 0.71% | +2,278+3.0% | Added |
| Pegasus Asset Management, Inc. | 77,909 | $3.87M | 1.72% | +1,545+2.0% | Added |
| Bank of Nova Scotia | 78,893 | $3.92M | 0.01% | +9,869+14.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 79,199 | $3.94M | 0.08% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 79,744 | $3.96M | 0.03% | −11,998−13.1% | Reduced |
| FIL Ltd | 81,986 | $4.08M | 0.00% | −9,371−10.3% | Reduced |
| Family Capital Trust Co | 83,233 | $4.14M | 1.44% | −1,780−2.1% | Reduced |
| Gulf International Bank (UK) Ltd | 83,771 | $4.16M | 0.10% | −25,767−23.5% | Reduced |
| Souders Financial Advisors | 84,254 | $4.19M | 0.80% | −4,323−4.9% | Reduced |
| AIA Group Ltd | 84,956 | $4.22M | 0.20% | +46,880+123.1% | Added |
| Synovus Financial Corp | 85,554 | $4.25M | 0.05% | −4,110−4.6% | Reduced |
| AdvisorNet Financial, Inc | 85,638 | $4.26M | 0.36% | +4,887+6.1% | Added |
| Ferguson Wellman Capital Management, Inc | 86,949 | $4.32M | 0.10% | −8,988−9.4% | Reduced |
| Ethic Inc. | 88,327 | $4.39M | 0.16% | +5,217+6.3% | Added |
| Toroso Investments, LLC | 89,254 | $4.44M | 0.13% | −17,650−16.5% | Reduced |
| Fayez Sarofim & Co | 89,583 | $4.45M | 0.02% | −28,312−24.0% | Reduced |
| Northwest Investment Counselors, LLC | 91,305 | $4.54M | 1.21% | +441+0.5% | Added |
| Nissay Asset Management Corp | 91,571 | $4.55M | 0.04% | +1,367+1.5% | Added |
| HM Payson & Co | 94,386 | $4.69M | 0.11% | −3,707−3.8% | Reduced |
| Gamco Investors, Inc. Et Al | 94,630 | $4.70M | 0.05% | −2,759−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 95,007 | $4.72M | 0.02% | +3,539+3.9% | Added |
| Assetmark, Inc | 95,421 | $4.74M | 0.02% | +66,465+229.5% | Added |
| Evoke Wealth, LLC | 95,555 | $4.77M | 0.17% | −10,370−9.8% | Reduced |
| Wesleyan Assurance Society | 96,200 | $4.78M | 0.51% | 00.0% | Unchanged |
| Davenport & Co LLC | 96,506 | $4.80M | 0.04% | −4,903−4.8% | Reduced |
| Nwam LLC | 96,738 | $4.81M | 0.40% | +57,126+144.2% | Added |
| CapWealth Advisors, LLC | 96,824 | $4.81M | 0.59% | +398+0.4% | Added |
| Close Asset Management Ltd | 97,479 | $4.85M | 0.23% | −765−0.8% | Reduced |