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 |
|---|---|---|---|---|---|
| CNB Bank | 473 | $23.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 475 | $23.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 486 | $24.2K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 497 | $24.8K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 500 | $24.9K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 500 | $24.9K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 500 | $24.9K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 500 | $24.9K | 0.01% | +500 | New |
| Sound Income Strategies, LLC | 502 | $25.0K | 0.00% | −128−20.3% | Reduced |
| Front Row Advisors LLC | 508 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 518 | $25.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 519 | $25.8K | 0.01% | −30−5.5% | Reduced |
| Kelly Financial Services LLC | 527 | $26.2K | 0.01% | +2+0.4% | Added |
| Archer Investment Corp | 533 | $26.5K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 542 | $26.9K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 545 | $27.1K | 0.00% | +545 | New |
| DT Investment Partners, LLC | 461 | $27.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 557 | $27.7K | 0.01% | −33−5.6% | Reduced |
| Nemes Rush Group LLC | 583 | $29.0K | 0.01% | +583 | New |
| Hantz Financial Services, Inc. | 581 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 587 | $29.2K | 0.01% | +2+0.3% | Added |
| West Branch Capital LLC | 590 | $29.3K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 600 | $29.8K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 631 | $31.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 636 | $31.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 647 | $32.3K | 0.01% | −2−0.3% | Reduced |
| Lumature Wealth Partners, LLC | 654 | $32.5K | 0.02% | +42+6.9% | Added |
| JJJ Advisors Inc. | 653 | $32.5K | 0.01% | −31−4.5% | Reduced |
| Column Capital Advisors, LLC | 682 | $33.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 696 | $34.6K | 0.00% | −83−10.7% | Reduced |
| Ossiam | 699 | $34.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 700 | $34.8K | 0.00% | −25−3.4% | Reduced |
| Bray Capital Advisors | 700 | $34.8K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 716 | $36.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 711 | $36.0K | 0.01% | +25+3.6% | Added |
| Motco | 735 | $36.5K | 0.00% | +3+0.4% | Added |
| Antonetti Capital Management LLC | 748 | $37.2K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 767 | $38.0K | 0.00% | +27+3.6% | Added |
| Cornerstone Planning Group LLC | 768 | $38.2K | 0.02% | +768 | New |
| Concord Wealth Partners | 782 | $38.9K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 800 | $39.0K | 0.01% | −1,300−61.9% | Reduced |
| Sutton Wealth Advisors Inc. | 787 | $39.1K | 0.02% | +101+14.7% | Added |
| Plante Moran Financial Advisors, LLC | 791 | $39.3K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 799 | $39.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $39.8K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 822 | $40.9K | 0.00% | +100+13.9% | Added |
| Norwood Financial Corp | 829 | $41.2K | 0.06% | −71−7.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 833 | $41.4K | 0.03% | +1+0.1% | Added |
| Portland Hill Asset Management Ltd | 874 | $43.0K | 0.10% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 872 | $43.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 896 | $44.5K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 939 | $46.7K | 0.00% | −174−15.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 940 | $46.7K | 0.03% | +940 | New |
| Newbridge Financial Services Group, Inc. | 958 | $47.6K | 0.02% | +501+109.6% | Added |
| Union Savings Bank | 824 | $49.1K | 0.03% | +824 | New |
| Arcadia Investment Management Corp | 1,000 | $49.7K | 0.01% | −8−0.8% | Reduced |
| Firsthand Capital Management, Inc. | 1,000 | $49.7K | 0.06% | +1,000 | New |
| Options Solutions, LLC | 1,000 | $49.7K | 0.05% | +1,000 | New |
| PCA Investment Advisory Services Inc. | 1,002 | $49.8K | 0.03% | +1,002 | New |
| Truvestments Capital LLC | 1,010 | $50.2K | 0.02% | +204+25.3% | Added |
| Edmond de Rothschild Holding S.A. | 1,045 | $51.9K | 0.00% | −1,351−56.4% | Reduced |
| Riverview Trust Co | 1,057 | $52.5K | 0.05% | −1,000−48.6% | Reduced |
| Clear Street Markets LLC | 1,091 | $54.0K | 0.02% | −545−33.3% | Reduced |
| Highlander Capital Management, LLC | 1,080 | $54.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,119 | $55.6K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,184 | $58.6K | 0.02% | +1,184 | New |
| Farther Finance Advisors, LLC | 1,204 | $59.9K | 0.01% | −67−5.3% | Reduced |
| Baystate Wealth Management LLC | 1,211 | $60.2K | 0.00% | +149+14.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,212 | $60.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,226 | $60.9K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,232 | $61.2K | 0.03% | +47+4.0% | Added |
| Beacon Capital Management, LLC | 1,238 | $61.5K | 0.02% | −80−6.1% | Reduced |
| JNBA Financial Advisors | 1,246 | $61.9K | 0.01% | +552+79.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,250 | $62.1K | 0.02% | +1,250 | New |
| NVWM, LLC | 1,260 | $62.6K | 0.02% | −323−20.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,282 | $63.7K | 0.01% | −46−3.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,283 | $63.8K | 0.06% | −26−2.0% | Reduced |
| First Community Trust NA | 1,365 | $67.9K | 0.08% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,380 | $68.6K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 1,390 | $69.1K | 0.04% | +1,390 | New |
| Princeton Global Asset Management LLC | 1,401 | $69.6K | 0.02% | +1,401 | New |
| Bellevue Asset Management, LLC | 1,432 | $71.2K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,433 | $71.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,443 | $71.7K | 0.01% | −657−31.3% | Reduced |
| Oakmont Corp | 1,446 | $71.9K | 0.01% | −93−6.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,592 | $73.0K | 0.00% | −2,039−56.2% | Reduced |
| Field & Main Bank | 1,500 | $74.5K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,500 | $74.6K | 0.04% | +1,500 | New |
| Cherry Tree Wealth Management, LLC | 1,576 | $78.3K | 0.02% | +1,576 | New |
| RFP Financial Group LLC | 1,600 | $79.5K | 0.03% | +1,600 | New |
| M&R Capital Management Inc | 1,605 | $79.8K | 0.02% | −155−8.8% | Reduced |
| Register Financial Advisors LLC | 1,619 | $80.5K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,627 | $81.0K | 0.00% | +12+0.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $82.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,655 | $82.3K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,660 | $82.5K | 0.07% | −2,079−55.6% | Reduced |
| Acima Private Wealth, LLC | 1,669 | $83.0K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,452 | $83.3K | 0.03% | −1,642−53.1% | Reduced |
| CVA Family Office, LLC | 1,687 | $83.9K | 0.02% | −20−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,745 | $86.8K | 0.01% | −45−2.5% | Reduced |