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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 5,957 | $296.1K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,975 | $297.0K | 0.01% | +1,014+20.4% | Added |
| Systematic Financial Management LP | 6,000 | $298.3K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $298.3K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $298.3K | 0.06% | 00.0% | Unchanged |
| General Partner, Inc. | 6,000 | $298.3K | 0.25% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 6,000 | $298.3K | 0.00% | +6,000 | New |
| New Hampshire Trust | 6,016 | $299.1K | 0.08% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,025 | $299.5K | 0.06% | +22+0.4% | Added |
| 9258 Wealth Management, LLC | 6,123 | $304.4K | 0.06% | +454+8.0% | Added |
| Flagship Harbor Advisors, LLC | 6,123 | $304.4K | 0.03% | −2,786−31.3% | Reduced |
| Center For Asset Management LLC | 6,145 | $305.5K | 0.29% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 6,183 | $307.4K | 0.14% | +47+0.8% | Added |
| Journey Advisory Group, LLC | 6,190 | $307.7K | 0.05% | −1,180−16.0% | Reduced |
| Meridian Wealth Management, LLC | 6,220 | $309.2K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,236 | $310.0K | 0.00% | +200+3.3% | Added |
| Stratos Wealth Advisors, LLC | 6,261 | $311.3K | 0.02% | +1,053+20.2% | Added |
| LCM Capital Management Inc | 6,263 | $311.3K | 0.25% | −20−0.3% | Reduced |
| Spire Wealth Management | 6,294 | $312.9K | 0.01% | −2,138−25.4% | Reduced |
| Clear Harbor Asset Management, LLC | 6,299 | $313.1K | 0.03% | +1,100+21.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,317 | $314.0K | 0.01% | +6,317 | New |
| MEMBERS Trust Co | 6,332 | $314.8K | 0.01% | +6,332 | New |
| Tiemann Investment Advisors, LLC | 6,333 | $314.8K | 0.16% | −38−0.6% | Reduced |
| BSW Wealth Partners | 6,340 | $315.2K | 0.07% | −81−1.3% | Reduced |
| Allworth Financial LP | 6,340 | $315.2K | 0.00% | −410−6.1% | Reduced |
| Vident Investment Advisory, LLC | 6,348 | $315.6K | 0.01% | −18,389−74.3% | Reduced |
| Institutional & Family Asset Management, LLC | 6,359 | $316.1K | 0.05% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,380 | $317.0K | 0.04% | −5−0.1% | Reduced |
| Western Wealth Management, LLC | 6,393 | $317.8K | 0.03% | −54−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $318.1K | 0.09% | 00.0% | Unchanged |
| Berkshire Bank | 6,420 | $319.1K | 0.09% | −1,133−15.0% | Reduced |
| Proficio Capital Partners LLC | 6,424 | $319.3K | 0.04% | −985−13.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,429 | $319.6K | 0.00% | +708+12.4% | Added |
| Foundations Investment Advisors, LLC | 6,448 | $320.5K | 0.01% | +1,286+24.9% | Added |
| Security National Bank | 6,454 | $320.8K | 0.08% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,461 | $321.2K | 0.02% | −243−3.6% | Reduced |
| Affinity Investment Advisors, LLC | 6,520 | $324.1K | 0.19% | +6,520 | New |
| Basepoint Wealth LLC | 6,522 | $324.2K | 0.27% | −300−4.4% | Reduced |
| Balentine LLC | 6,573 | $326.7K | 0.01% | −671−9.3% | Reduced |
| Sandy Spring Bank | 6,651 | $330.6K | 0.02% | −1,266−16.0% | Reduced |
| Argent Capital Management LLC | 6,660 | $331.1K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 6,663 | $331.2K | 0.01% | −978−12.8% | Reduced |
| Ancora Advisors, LLC | 6,679 | $332.0K | 0.01% | −172−2.5% | Reduced |
| Papp L Roy & Associates | 6,716 | $333.9K | 0.04% | −1,835−21.5% | Reduced |
| Athena Investment Management | 6,718 | $334.0K | 0.23% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,730 | $334.5K | 0.05% | +6,730 | New |
| Woodmont Investment Counsel LLC | 6,760 | $336.0K | 0.03% | +80+1.2% | Added |
| Avantax Planning Partners, Inc. | 6,815 | $338.8K | 0.01% | +204+3.1% | Added |
| Evergreen Capital Management LLC | 6,806 | $339.3K | 0.01% | +1,152+20.4% | Added |
| Court Place Advisors, LLC | 6,827 | $339.4K | 0.12% | −587−7.9% | Reduced |
| TFG Advisers LLC | 6,835 | $339.8K | 0.15% | +420+6.5% | Added |
| Wade G W & Inc | 6,836 | $340.0K | 0.01% | −577−7.8% | Reduced |
| Farmers National Bank | 6,842 | $340.1K | 0.12% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6,891 | $342.6K | 0.08% | −70−1.0% | Reduced |
| Mutual Advisors, LLC | 6,916 | $343.8K | 0.01% | +1,822+35.8% | Added |
| Wellington Shields Capital Management, LLC | 6,925 | $344.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,926 | $344.3K | 0.03% | −1,512−17.9% | Reduced |
| Fidelis Capital Partners, LLC | 7,003 | $348.1K | 0.13% | −35−0.5% | Reduced |
| Ballentine Partners, LLC | 7,020 | $349.0K | 0.01% | +332+5.0% | Added |
| McDonald Partners LLC | 7,024 | $349.2K | 0.11% | −570−7.5% | Reduced |
| SeaCrest Wealth Management, LLC | 7,033 | $349.6K | 0.04% | −282−3.9% | Reduced |
| Bailard, Inc. | 7,036 | $349.7K | 0.01% | −1,027−12.7% | Reduced |
| Siemens Fonds Invest GmbH | 7,080 | $350.2K | 0.03% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 7,057 | $350.8K | 0.26% | +7,057 | New |
| SYSTM Wealth Solutions LLC | 7,057 | $350.8K | 0.05% | −865−10.9% | Reduced |
| Rothschild Investment Corp | 7,052 | $351.0K | 0.03% | +873+14.1% | Added |
| Marco Investment Management LLC | 7,081 | $352.0K | 0.04% | −997−12.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,111 | $353.5K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7,118 | $353.8K | 0.12% | −1,150−13.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,098 | $354.2K | 0.03% | −19−0.3% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $354.5K | 0.09% | 00.0% | Unchanged |
| First National Trust Co | 7,132 | $354.5K | 0.02% | +619+9.5% | Added |
| Capstone Investment Advisors, LLC | 7,203 | $358.1K | 0.01% | +5,635+359.4% | Added |
| First Horizon Advisors, Inc. | 7,221 | $359.0K | 0.01% | −58−0.8% | Reduced |
| TCTC Holdings, LLC | 7,222 | $359.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 7,235 | $359.7K | 0.23% | −10−0.1% | Reduced |
| NorthRock Partners, LLC | 7,254 | $360.6K | 0.04% | −33−0.5% | Reduced |
| Azimuth Capital Investment Management LLC | 7,315 | $363.6K | 0.02% | −50−0.7% | Reduced |
| Harbour Investments, Inc. | 7,345 | $365.1K | 0.02% | +3,362+84.4% | Added |
| SRS Capital Advisors, Inc. | 7,355 | $365.6K | 0.05% | −836−10.2% | Reduced |
| Meridian Investment Counsel Inc. | 7,383 | $367.0K | 0.13% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 7,388 | $368.6K | 0.04% | −95−1.3% | Reduced |
| Fruth Investment Management | 7,481 | $371.0K | 0.11% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,517 | $373.7K | 0.07% | −30−0.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,587 | $377.1K | 0.04% | −29−0.4% | Reduced |
| Peoples Financial Services Corp. | 7,600 | $377.7K | 0.17% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7,530 | $378.0K | 0.03% | −46−0.6% | Reduced |
| Investment House LLC | 7,629 | $379.2K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 7,629 | $379.2K | 0.12% | +575+8.2% | Added |
| Washington Trust Advisors, Inc. | 7,631 | $379.3K | 0.04% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 7,647 | $380.1K | 0.04% | −531−6.5% | Reduced |
| Proffitt & Goodson Inc | 7,653 | $380.4K | 0.08% | +76+1.0% | Added |
| Financial Advisory Group | 7,695 | $382.5K | 0.08% | −300−3.8% | Reduced |
| Chemung Canal Trust Co | 7,695 | $382.5K | 0.08% | −175−2.2% | Reduced |
| FDx Advisors, Inc. | 7,743 | $385.0K | 0.02% | −2,024−20.7% | Reduced |
| Old National Bancorp | 7,746 | $385.1K | 0.01% | −386−4.7% | Reduced |
| Bokf, NA | 7,749 | $385.2K | 0.01% | −46−0.6% | Reduced |
| Atwood & Palmer Inc | 7,750 | $385.3K | 0.03% | +400+5.4% | Added |
| Exchange Traded Concepts, LLC | 7,757 | $385.6K | 0.01% | −5,943−43.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 7,771 | $386.3K | 0.01% | 00.0% | Unchanged |