Skip to main content

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
Callan Family Office, LLC0$00.00%−10,454−100.0%Sold out
Agf Management Ltd0$00.00%−9,750−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−9,446−100.0%Sold out
Csenge Advisory Group0$00.00%−9,307−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−9,114−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−8,282−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−8,160−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−7,999−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−7,595−100.0%Sold out
World Equity Group, Inc.0$00.00%−23,886−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−7,151−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−5,761−100.0%Sold out
Wintrust Investments LLC0$00.00%−5,160−100.0%Sold out
StoneX Group Inc.0$00.00%−5,144−100.0%Sold out
Custos Family Office, LLC0$00.00%−5,000−100.0%Sold out
Valmark Advisers, Inc.0$00.00%−4,766−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−4,705−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−4,532−100.0%Sold out
We Are One Seven, LLC0$00.00%−4,435−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,398−100.0%Sold out
Ellevest, Inc.0$00.00%−2,845−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−2,549−100.0%Sold out
Sun Life Financial INC0$00.00%−2,514−100.0%Sold out
Sageworth Trust Co of South Dakota0$00.00%−2,437−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−2,182−100.0%Sold out
Fortis Advisors, LLC0$00.00%−2,000−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−1,702−100.0%Sold out
Accel Wealth Management0$00.00%−1,691−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−1,367−100.0%Sold out
James Investment Research Inc0$00.00%−1,287−100.0%Sold out
Old North State Trust, LLC0$00.00%−1,128−100.0%Sold out
Sageworth Trust Co0$00.00%−1,067−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−1,053−100.0%Sold out
Cary Street Partners Asset Management LLC0$00.00%−886−100.0%Sold out
Point72 Middle East FZE0$00.00%−821−100.0%Sold out
Orion Capital Management LLC0$00.00%−750−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−426−100.0%Sold out
Perkins Coie Trust Co0$00.00%−416−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−370−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−299−100.0%Sold out
Schubert & Co0$00.00%−276−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−233−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−200−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−162−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−84−100.0%Sold out
ING Groep NV0$00.00%−52−100.0%Sold out
Syverson Strege & Co0$00.00%−49−100.0%Sold out
Summit Wealth Group, LLC0$00.00%−19,947−100.0%Sold out
Investment Management of Virginia LLC––––Not filed
Parsec Financial Management, Inc.––––Not filed
Strata Wealth Advisors, LLC––––Not filed
Ahrens Investment Partners LLC––––Not filed
Clear Perspectives Financial Planning, LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed