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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 4,468 | $222.1K | 0.04% | +15+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 4,479 | $222.9K | 0.02% | +4,479 | New |
| Allstate Corp | 4,494 | $223.4K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,499 | $223.6K | 0.01% | +4,499 | New |
| Guardian Wealth Advisors, LLC | 4,491 | $224.1K | 0.04% | −1,030−18.7% | Reduced |
| Montis Financial, LLC | 4,531 | $225.2K | 0.15% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4,545 | $225.9K | 0.04% | −351−7.2% | Reduced |
| Gratus Capital LLC | 4,564 | $226.9K | 0.02% | −545−10.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,577 | $227.5K | 0.01% | −160−3.4% | Reduced |
| Tennessee Valley Asset Management Partners | 4,579 | $227.6K | 0.07% | +4,579 | New |
| Advisory Alpha, LLC | 4,612 | $229.3K | 0.01% | +70+1.5% | Added |
| Radnor Capital Management, LLC | 4,622 | $230.0K | 0.10% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,696 | $233.4K | 0.07% | +10.0% | Added |
| Signature Wealth Management Partners, LLC | 4,700 | $233.6K | 0.22% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,715 | $234.4K | 0.01% | +156+3.4% | Added |
| Hilltop Holdings Inc. | 4,731 | $235.2K | 0.03% | +4,731 | New |
| Deseret Mutual Benefit Administrators | 4,738 | $235.5K | 0.09% | 00.0% | Unchanged |
| Sentry LLC | 4,770 | $237.1K | 0.05% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,790 | $238.1K | 0.06% | −323−6.3% | Reduced |
| Legacy Trust | 4,828 | $240.0K | 0.07% | +36+0.8% | Added |
| Atlas Private Wealth Management | 4,832 | $240.2K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,834 | $240.3K | 0.03% | +2,143+79.6% | Added |
| BDO Wealth Advisors, LLC | 4,838 | $240.5K | 0.03% | +50+1.0% | Added |
| Founders Capital Management, LLC | 4,881 | $242.6K | 0.05% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 4,903 | $243.7K | 0.04% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,922 | $244.7K | 0.07% | +4,922 | New |
| Kingfisher Capital LLC | 4,931 | $245.0K | 0.06% | +42+0.9% | Added |
| West Oak Capital, LLC | 4,935 | $245.3K | 0.12% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 4,955 | $246.3K | 0.06% | +500+11.2% | Added |
| First Financial Corp | 4,998 | $248.4K | 0.16% | −13−0.3% | Reduced |
| Regal Wealth Group, Inc. | 5,038 | $248.5K | 0.16% | +16+0.3% | Added |
| LGT Group Foundation | 5,000 | $248.6K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 5,000 | $248.6K | 0.09% | +5,000 | New |
| Core Wealth Partners LLC | 5,012 | $249.2K | 0.23% | +6+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,025 | $249.8K | 0.03% | −193−3.7% | Reduced |
| Invenio Wealth Partners LLC | 5,026 | $249.8K | 0.28% | +5,026 | New |
| Steinberg Asset Management LLC | 5,050 | $251.0K | 0.24% | +5,050 | New |
| Virtus Investment Advisers, Inc. | 5,052 | $251.1K | 0.17% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,056 | $251.3K | 0.14% | +2,877+132.0% | Added |
| Thomasville National Bank | 5,057 | $251.4K | 0.02% | 00.0% | Unchanged |
| Ted Buchan & Co | 5,070 | $252.0K | 0.19% | +410+8.8% | Added |
| Tiedemann Advisors, LLC | 5,052 | $252.1K | 0.01% | +5,052 | New |
| Equitable Holdings, Inc. | 5,073 | $252.2K | 0.00% | +336+7.1% | Added |
| Conning Inc. | 5,129 | $255.0K | 0.01% | −630−10.9% | Reduced |
| Peddock Capital Advisors, LLC | 5,130 | $255.0K | 0.08% | +300+6.2% | Added |
| Level Four Advisory Services, LLC | 5,137 | $255.4K | 0.02% | −289−5.3% | Reduced |
| Davidson Trust Co | 5,164 | $256.7K | 0.19% | −232−4.3% | Reduced |
| Pinnacle Financial Partners Inc | 5,169 | $257.0K | 0.01% | +4,424+593.8% | Added |
| Gateway Wealth Partners, LLC | 5,177 | $257.3K | 0.05% | +5,177 | New |
| Aveo Capital Partners, LLC | 5,190 | $258.0K | 0.03% | +80+1.6% | Added |
| V-Square Quantitative Management LLC | 5,207 | $258.8K | 0.19% | −1,519−22.6% | Reduced |
| Rathbone Brothers plc | 5,230 | $260.0K | 0.00% | +550+11.8% | Added |
| MSH Capital Advisors LLC | 5,230 | $260.0K | 0.10% | +5,230 | New |
| Kovack Advisors, Inc. | 5,246 | $260.8K | 0.03% | −624−10.6% | Reduced |
| Dynamic Advisor Solutions LLC | 5,247 | $260.8K | 0.01% | +371+7.6% | Added |
| Franklin Street Advisors Inc | 5,271 | $262.0K | 0.02% | +5,271 | New |
| Naples Global Advisors, LLC | 5,261 | $262.2K | 0.03% | +326+6.6% | Added |
| Founders Financial Alliance, LLC | 5,280 | $262.5K | 0.10% | +696+15.2% | Added |
| Cambridge Advisors Inc. | 5,301 | $263.5K | 0.07% | −700−11.7% | Reduced |
| Claro Advisors LLC | 5,319 | $264.4K | 0.07% | +19+0.4% | Added |
| Integrated Advisors Network LLC | 5,380 | $267.5K | 0.02% | +219+4.2% | Added |
| Axxcess Wealth Management, LLC | 5,398 | $268.3K | 0.02% | +5,398 | New |
| New England Capital Financial Advisors LLC | 5,399 | $268.4K | 0.18% | −73−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 5,426 | $269.7K | 0.06% | −275−4.8% | Reduced |
| Heritage Trust Co | 5,447 | $270.8K | 0.04% | −17−0.3% | Reduced |
| Anchor Investment Management, LLC | 5,455 | $271.2K | 0.03% | +50+0.9% | Added |
| Legacy Bridge, LLC | 5,458 | $271.3K | 0.18% | −600−9.9% | Reduced |
| Leavell Investment Management, Inc. | 5,457 | $272.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,500 | $273.4K | 0.13% | +950+20.9% | Added |
| Shelton Capital Management | 5,521 | $274.4K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,535 | $275.0K | 0.10% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,531 | $275.0K | 0.27% | 00.0% | Unchanged |
| First Foundation Advisors | 5,551 | $275.9K | 0.01% | −93−1.6% | Reduced |
| Northeast Investment Management | 5,563 | $276.5K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,582 | $277.5K | 0.01% | +133+2.4% | Added |
| Cullen Capital Management LLC | 5,588 | $277.8K | 0.00% | −85−1.5% | Reduced |
| Essex Savings Bank | 5,593 | $278.0K | 0.09% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,618 | $279.0K | 0.01% | −32−0.6% | Reduced |
| Endowment Wealth Management, Inc. | 5,627 | $279.7K | 0.26% | +397+7.6% | Added |
| Edge Capital Group, LLC | 5,631 | $279.9K | 0.02% | −662−10.5% | Reduced |
| S.A. Mason LLC | 6,124 | $280.2K | 0.20% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 5,652 | $281.0K | 0.02% | −150−2.6% | Reduced |
| Virtue Capital Management, LLC | 5,713 | $281.3K | 0.05% | −758−11.7% | Reduced |
| Arrow Financial Corp | 5,672 | $282.0K | 0.03% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 5,714 | $284.0K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,732 | $284.9K | 0.01% | −80−1.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,737 | $285.2K | 0.00% | −245,399−97.7% | Reduced |
| Wealthcare Advisory Partners LLC | 5,744 | $285.5K | 0.01% | +328+6.1% | Added |
| LMCG Investments, LLC | 5,782 | $287.4K | 0.02% | −8−0.1% | Reduced |
| St Germain D J Co Inc | 5,785 | $287.6K | 0.02% | +5,785 | New |
| Dumont & Blake Investment Advisors LLC | 5,802 | $288.0K | 0.09% | −115−1.9% | Reduced |
| Adirondack Trust Co | 4,853 | $288.9K | 0.14% | −316−6.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,812 | $288.9K | 0.17% | −281−4.6% | Reduced |
| Bath Savings Trust Co | 5,853 | $291.0K | 0.03% | −197−3.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 5,869 | $291.7K | 0.03% | −1,500−20.4% | Reduced |
| Howland Capital Management LLC | 5,853 | $292.0K | 0.02% | −105−1.8% | Reduced |
| Rodgers Brothers Inc. | 5,894 | $293.0K | 0.05% | +1,266+27.4% | Added |
| Covenant Asset Management, LLC | 5,900 | $293.3K | 0.09% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 5,909 | $293.7K | 0.01% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 5,942 | $295.3K | 0.13% | +178+3.1% | Added |