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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 7,780 | $386.7K | 0.07% | +21+0.3% | Added |
| Renaissance Technologies LLC | 7,805 | $388.0K | 0.00% | −1,567,626−99.5% | Reduced |
| NTV Asset Management LLC | 7,949 | $395.1K | 0.07% | −483−5.7% | Reduced |
| Triangle Securities Wealth Management | 7,970 | $396.2K | 0.14% | −300−3.6% | Reduced |
| Farmers Trust Co | 7,972 | $396.3K | 0.08% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,984 | $396.9K | 0.05% | −115−1.4% | Reduced |
| Sunbelt Securities, Inc. | 7,997 | $397.5K | 0.06% | −1,015−11.3% | Reduced |
| Boulder Hill Capital Management LP | 8,000 | $397.7K | 0.77% | +8,000 | New |
| Moneta Group Investment Advisors LLC | 8,012 | $398.3K | 0.01% | −37−0.5% | Reduced |
| Angeles Investment Advisors, LLC | 8,020 | $400.1K | 0.03% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 8,064 | $400.9K | 0.03% | −1,518−15.8% | Reduced |
| Aspen Investment Management Inc | 8,075 | $401.0K | 0.24% | +8,075 | New |
| Waldron Private Wealth LLC | 8,071 | $401.2K | 0.02% | −1,012−11.1% | Reduced |
| Versor Investments LP | 8,085 | $401.9K | 0.07% | +2,785+52.5% | Added |
| Rockland Trust Co | 8,096 | $402.5K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 8,170 | $406.0K | 0.06% | +7,515+1,147.3% | Added |
| Coldstream Capital Management Inc | 8,185 | $406.9K | 0.01% | −343−4.0% | Reduced |
| Piscataqua Savings Bank | 8,200 | $407.5K | 0.33% | −52−0.6% | Reduced |
| Financial Counselors Inc | 8,215 | $408.0K | 0.01% | −166−2.0% | Reduced |
| Pointe Capital Management LLC | 8,223 | $408.8K | 0.31% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,231 | $409.2K | 0.01% | −436−5.0% | Reduced |
| South State Corp. | 8,241 | $409.7K | 0.04% | −207−2.5% | Reduced |
| Sherbrooke Park Advisers LLC | 8,254 | $410.3K | 0.22% | +8,254 | New |
| Shakespeare Wealth Management, Inc. | 8,285 | $411.8K | 0.14% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 8,340 | $414.6K | 0.07% | −35−0.4% | Reduced |
| First Western Trust Bank | 8,360 | $415.6K | 0.02% | −84−1.0% | Reduced |
| Chicago Partners Investment Group LLC | 7,049 | $415.7K | 0.02% | +204+3.0% | Added |
| Clarius Group, LLC | 8,371 | $416.1K | 0.03% | −18−0.2% | Reduced |
| CX Institutional | 8,421 | $418.6K | 0.02% | −21−0.2% | Reduced |
| Colonial Trust Advisors | 8,422 | $418.7K | 0.05% | −231−2.7% | Reduced |
| Advisor OS, LLC | 8,474 | $421.2K | 0.07% | +8,474 | New |
| Invesco, LLC | 8,478 | $421.4K | 0.21% | +8,478 | New |
| Sound View Wealth Advisors Group, LLC | 8,481 | $421.6K | 0.06% | +335+4.1% | Added |
| David Loasby | 8,594 | $421.7K | 0.05% | −8,387−49.4% | Reduced |
| Leonteq Securities AG | 8,489 | $422.0K | 0.04% | +3,743+78.9% | Added |
| Forum Financial Management, LP | 8,523 | $423.7K | 0.01% | +1,031+13.8% | Added |
| Drexel Morgan & Co. | 8,578 | $426.4K | 0.11% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $427.5K | 0.15% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,613 | $428.2K | 0.04% | +7+0.1% | Added |
| Everett Harris & Co | 8,655 | $430.2K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,675 | $431.2K | 0.01% | −421−4.6% | Reduced |
| LMR Partners LLP | 8,683 | $431.6K | 0.01% | +8,683 | New |
| Sky Investment Group LLC | 8,762 | $435.6K | 0.09% | −325−3.6% | Reduced |
| Private Trust Co NA | 8,775 | $436.2K | 0.06% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 8,786 | $436.7K | 0.21% | +1,001+12.9% | Added |
| Checchi Capital Advisers, LLC | 8,791 | $437.0K | 0.04% | +130+1.5% | Added |
| TD Private Client Wealth LLC | 8,828 | $438.8K | 0.02% | +1,377+18.5% | Added |
| Bard Financial Services, Inc. | 8,860 | $440.4K | 0.03% | −250−2.7% | Reduced |
| EP Wealth Advisors, LLC | 7,586 | $444.6K | 0.01% | −1,923−20.2% | Reduced |
| Geller Advisors LLC | 8,920 | $445.0K | 0.06% | +8,920 | New |
| Washington Trust Co | 9,005 | $447.6K | 0.02% | −709−7.3% | Reduced |
| Beck Mack & Oliver LLC | 9,024 | $448.6K | 0.01% | 00.0% | Unchanged |
| Chicago Trust Co NA | 9,086 | $451.7K | 0.11% | −319−3.4% | Reduced |
| Country Club Bank | 9,146 | $452.6K | 0.04% | +231+2.6% | Added |
| Alterity Financial Group, LLC | 9,142 | $454.4K | 0.66% | −800−8.0% | Reduced |
| Monterey Private Wealth, Inc. | 9,147 | $454.7K | 0.22% | −826−8.3% | Reduced |
| Donaldson Capital Management, LLC | 9,179 | $456.3K | 0.02% | −1,125−10.9% | Reduced |
| Boston Financial Mangement LLC | 9,198 | $457.2K | 0.02% | −247−2.6% | Reduced |
| Tucker Asset Management LLC | 9,219 | $458.3K | 0.13% | 00.0% | Unchanged |
| Graypoint LLC | 9,235 | $459.1K | 0.05% | −1,644−15.1% | Reduced |
| Riverwater Partners LLC | 9,254 | $460.0K | 0.41% | +9,254 | New |
| Exencial Wealth Advisors, LLC | 9,277 | $461.2K | 0.02% | +202+2.2% | Added |
| Ci Investments Inc. | 9,308 | $463.0K | 0.00% | +201+2.2% | Added |
| National Wealth Management Group, LLC | 8,081 | $463.8K | 0.48% | +8,081 | New |
| Charter Trust Co | 9,344 | $464.5K | 0.04% | −450−4.6% | Reduced |
| Beck Capital Management, LLC | 9,394 | $467.0K | 0.18% | +9,394 | New |
| Mountain Pacific Investment Advisers Inc | 9,485 | $471.5K | 0.03% | −298−3.0% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $471.6K | 0.04% | 00.0% | Unchanged |
| 1st Source Bank | 9,511 | $472.8K | 0.03% | −25−0.3% | Reduced |
| Gotham Asset Management, LLC | 9,538 | $474.1K | 0.01% | −36,098−79.1% | Reduced |
| DFPG Investments, LLC | 8,629 | $476.6K | 0.04% | +708+8.9% | Added |
| Washington Capital Management Inc | 9,600 | $477.2K | 0.41% | +9,600 | New |
| HBK Sorce Advisory LLC | 9,631 | $478.9K | 0.02% | −171−1.7% | Reduced |
| Fiduciary Group LLC | 9,701 | $482.2K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,712 | $482.8K | 0.03% | +804+9.0% | Added |
| Dorsey & Whitney Trust CO LLC | 9,735 | $483.9K | 0.04% | +955+10.9% | Added |
| Twin Capital Management Inc | 9,762 | $485.3K | 0.06% | −237−2.4% | Reduced |
| Diversified Trust Co | 9,824 | $488.4K | 0.02% | −3,280−25.0% | Reduced |
| Verdence Capital Advisors LLC | 9,832 | $488.8K | 0.06% | −40−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,902 | $492.2K | 0.02% | −455−4.4% | Reduced |
| Denali Advisors LLC | 9,926 | $493.4K | 0.17% | −200−2.0% | Reduced |
| Groesbeck Investment Management Corp | 9,936 | $494.0K | 0.75% | −2,468−19.9% | Reduced |
| Silver Oak Securities, Inc | 9,947 | $494.0K | 0.08% | +9,947 | New |
| J.W. Cole Advisors, Inc. | 9,960 | $495.1K | 0.04% | −2,516−20.2% | Reduced |
| Quantinno Capital Management LP | 9,977 | $496.0K | 0.03% | +2,655+36.3% | Added |
| Sequoia Financial Advisors, LLC | 9,997 | $497.0K | 0.01% | +231+2.4% | Added |
| Cigna Investments Inc | 10,017 | $497.0K | 0.09% | 00.0% | Unchanged |
| Canal Insurance CO | 10,000 | $497.0K | 0.14% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $497.0K | 0.12% | 00.0% | Unchanged |
| Carmignac Gestion | 10,000 | $497.1K | 0.01% | +5,000+100.0% | Added |
| Valeo Financial Advisors, LLC | 10,002 | $497.2K | 0.02% | −2,218−18.2% | Reduced |
| Boyd Watterson Asset Management LLC | 10,018 | $498.0K | 0.20% | +7+0.1% | Added |
| Mather Group, LLC. | 10,058 | $500.0K | 0.01% | +894+9.8% | Added |
| International Assets Investment Management, LLC | 31,677 | $501.1K | 0.07% | −218−0.7% | Reduced |
| Carret Asset Management, LLC | 10,086 | $501.4K | 0.07% | 00.0% | Unchanged |
| Trust Co of Virginia | 10,241 | $509.1K | 0.05% | −695−6.4% | Reduced |
| Bull Street Advisors, LLC | 10,347 | $514.0K | 0.26% | −35−0.3% | Reduced |
| Brookfield Asset Management Inc. | 10,470 | $520.5K | 0.00% | −181,704−94.6% | Reduced |
| TD Waterhouse Canada Inc. | 10,364 | $524.0K | 0.01% | −355−3.3% | Reduced |
| Lido Advisors, LLC | 10,655 | $529.7K | 0.01% | +10,655 | New |