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 |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 1,757 | $87.3K | 0.04% | +5+0.3% | Added |
| Cassady Schiller Wealth Management, LLC | 1,765 | $87.7K | 0.05% | +66+3.9% | Added |
| Dividend Assets Capital, LLC | 1,800 | $89.0K | 0.02% | −7,910−81.5% | Reduced |
| Old Second National Bank of Aurora | 1,800 | $89.5K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,823 | $90.6K | 0.05% | +858+88.9% | Added |
| Oakworth Capital, Inc. | 1,831 | $91.0K | 0.01% | +200+12.3% | Added |
| Center for Financial Planning, Inc. | 1,833 | $91.1K | 0.02% | −45−2.4% | Reduced |
| Carolinas Wealth Consulting LLC | 5,263 | $93.9K | 0.02% | −79−1.5% | Reduced |
| Creative Capital Management Investments LLC | 1,895 | $94.2K | 0.07% | +1,153+155.4% | Added |
| Glassman Wealth Services | 1,930 | $95.9K | 0.02% | −2,391−55.3% | Reduced |
| CKW Financial Group | 1,951 | $97.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $98.2K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1,979 | $98.4K | 0.01% | +976+97.3% | Added |
| Wellington Shields & Co., LLC | 2,000 | $99.4K | 0.02% | −1,285−39.1% | Reduced |
| Covestor Ltd | 2,031 | $101.0K | 0.08% | +580+40.0% | Added |
| Blue Chip Partners, Inc. | 2,034 | $101.1K | 0.01% | +2,034 | New |
| Crewe Advisors LLC | 2,050 | $101.9K | 0.01% | −261−11.3% | Reduced |
| Centaurus Financial, Inc. | 2,042 | $102.0K | 0.01% | −1,732−45.9% | Reduced |
| Duncker Streett & Co Inc | 2,062 | $102.5K | 0.02% | −12−0.6% | Reduced |
| AllSquare Wealth Management LLC | 2,463 | $102.8K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,114 | $105.1K | 0.05% | −5−0.2% | Reduced |
| MV Capital Management, Inc. | 2,117 | $105.2K | 0.01% | −303−12.5% | Reduced |
| Chesapeake Asset Management LLC | 2,150 | $106.9K | 0.10% | −713−24.9% | Reduced |
| Ulland Investment Advisors, LLC | 2,144 | $107.0K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,166 | $107.7K | 0.06% | −254−10.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,657 | $109.6K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 2,238 | $111.3K | 0.01% | −273−10.9% | Reduced |
| First Command Financial Services, Inc. | 2,238 | $111.3K | 0.01% | −273−10.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,258 | $112.0K | 0.02% | +1,984+724.1% | Added |
| Clean Yield Group | 2,259 | $112.3K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,265 | $112.6K | 0.00% | −14,633−86.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,269 | $113.0K | 0.08% | +284+14.3% | Added |
| Paladin Advisory Group, LLC | 2,290 | $113.9K | 0.09% | +4+0.2% | Added |
| Foster Dykema Cabot & Co Inc | 2,327 | $116.0K | 0.01% | +290+14.2% | Added |
| Gables Capital Management Inc. | 2,350 | $116.8K | 0.08% | 00.0% | Unchanged |
| Credit Agricole S A | 2,400 | $119.3K | 0.00% | +2,400 | New |
| Hanson & Doremus Investment Management | 2,422 | $120.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 2,432 | $121.0K | 0.07% | −18−0.7% | Reduced |
| Baldwin Brothers Inc | 2,489 | $123.7K | 0.01% | −58−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,489 | $123.7K | 0.02% | +205+9.0% | Added |
| Citizens National Bank Trust Department | 2,500 | $124.3K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,523 | $125.4K | 0.07% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,528 | $125.7K | 0.07% | +1,500+145.9% | Added |
| Evermay Wealth Management LLC | 2,545 | $126.8K | 0.02% | −3−0.1% | Reduced |
| State of Wyoming | 2,570 | $127.8K | 0.04% | −6,739−72.4% | Reduced |
| Strengthening Families & Communities, LLC | 2,570 | $128.0K | 0.06% | +2,548+11,581.8% | Added |
| Alta Advisers Ltd | 2,600 | $129.2K | 0.07% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,704 | $134.4K | 0.01% | −5,300−66.2% | Reduced |
| Horan Securities, Inc. | 2,716 | $135.0K | 0.06% | +800+41.8% | Added |
| Atlas Capital Advisors LLC | 2,728 | $135.6K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,781 | $138.2K | 0.01% | +189+7.3% | Added |
| Global Retirement Partners, LLC | 2,845 | $141.4K | 0.01% | −36−1.2% | Reduced |
| Bangor Savings Bank | 2,881 | $143.2K | 0.02% | −8−0.3% | Reduced |
| Parkside Financial Bank & Trust | 2,933 | $145.8K | 0.03% | +266+10.0% | Added |
| Bank of New Hampshire | 2,962 | $147.2K | 0.04% | 00.0% | Unchanged |
| Prostatis Group LLC | 149,727 | $149.7K | 0.07% | +149,727 | New |
| Caldwell Sutter Capital, Inc. | 3,041 | $151.2K | 0.08% | +2,991+5,982.0% | Added |
| Quent Capital, LLC | 3,076 | $152.9K | 0.02% | −8−0.3% | Reduced |
| Massmutual Trust Co FSB | 3,088 | $153.5K | 0.01% | +498+19.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,384 | $168.2K | 0.01% | −12,285−78.4% | Reduced |
| Financial Perspectives, Inc | 3,461 | $172.0K | 0.08% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,525 | $175.2K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,534 | $176.0K | 0.11% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,713 | $184.6K | 0.01% | −78−2.1% | Reduced |
| Grove Bank & Trust | 3,773 | $187.6K | 0.04% | −16−0.4% | Reduced |
| Smithfield Trust Co | 3,809 | $189.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,810 | $189.4K | 0.21% | +250+7.0% | Added |
| Cedar Wealth Management, LLC | 3,900 | $193.9K | 0.07% | +3,900 | New |
| Canton Hathaway, LLC | 4,000 | $199.0K | 0.06% | +4,000 | New |
| Independent Wealth Network Inc. | 4,033 | $200.5K | 0.12% | +4,033 | New |
| Liberty Wealth Management LLC | 3,118 | $200.7K | 0.05% | +3,118 | New |
| Acropolis Investment Management, LLC | 4,051 | $201.4K | 0.02% | −3−0.1% | Reduced |
| Jones Financial Companies LLLP | 4,100 | $203.8K | 0.00% | −344−7.7% | Reduced |
| Colonial Trust Co | 4,101 | $203.9K | 0.05% | +240+6.2% | Added |
| Intrua Financial, LLC | 4,116 | $204.6K | 0.04% | +4,116 | New |
| North Star Investment Management Corp. | 4,134 | $205.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4,337 | $205.8K | 0.07% | −96−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 4,142 | $205.9K | 0.02% | +4,142 | New |
| Carmichael Hill & Associates, Inc. | 4,168 | $207.2K | 0.10% | +10.0% | Added |
| Hall Capital Management Co Inc | 4,200 | $208.8K | 0.12% | +4,200 | New |
| Formidable Asset Management, LLC | 4,220 | $210.0K | 0.05% | +4,220 | New |
| L2 Asset Management, LLC | 3,811 | $210.1K | 0.10% | +3,811 | New |
| Charter Oak Capital Management, LLC | 4,227 | $210.1K | 0.03% | +4,227 | New |
| US Financial Advisors, LLC | 4,228 | $210.2K | 0.09% | +4,228 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,248 | $211.2K | 0.03% | +4,248 | New |
| Kidder Stephen W | 4,250 | $211.3K | 0.07% | +4,250 | New |
| Fernwood Investment Management, LLC | 4,250 | $211.3K | 0.07% | +4,250 | New |
| Brookstone Capital Management | 4,292 | $211.7K | 0.00% | +4,292 | New |
| Pavion Blue Capital, LLC | 4,316 | $214.5K | 0.13% | −200−4.4% | Reduced |
| TFC Financial Management | 4,318 | $214.6K | 0.05% | −81−1.8% | Reduced |
| GSB Wealth Management, LLC | 4,320 | $214.7K | 0.07% | +4,320 | New |
| MPS Loria Financial Planners, LLC | 4,326 | $215.0K | 0.08% | −66−1.5% | Reduced |
| Townsend & Associates, Inc | 4,003 | $215.8K | 0.06% | +4,003 | New |
| Grandfield & Dodd, LLC | 4,356 | $216.5K | 0.02% | −19−0.4% | Reduced |
| Pure Financial Advisors, Inc. | 4,375 | $217.5K | 0.01% | −42−1.0% | Reduced |
| First Bank & Trust | 4,392 | $218.3K | 0.06% | −518−10.5% | Reduced |
| Aberdeen Wealth Management LLC | 4,400 | $218.7K | 0.16% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,408 | $219.1K | 0.04% | +4,408 | New |
| Brighton Jones LLC | 4,428 | $220.1K | 0.01% | +4,428 | New |
| Tilt Investment Management Holdings, PBC | 4,444 | $221.7K | 0.15% | +4,444 | New |