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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 10,679 | $530.9K | 0.02% | +299+2.9% | Added |
| Grimes & Company, Inc. | 10,689 | $531.3K | 0.02% | +43+0.4% | Added |
| Jacobi Capital Management LLC | 10,739 | $533.8K | 0.06% | +446+4.3% | Added |
| Quadrant Capital Group LLC | 10,739 | $533.9K | 0.05% | −1,039−8.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,767 | $535.2K | 0.01% | +10,767 | New |
| CFO4Life Group, LLC | 10,791 | $536.4K | 0.12% | −733−6.4% | Reduced |
| River Wealth Advisors LLC | 10,796 | $536.7K | 0.09% | −399−3.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,799 | $536.8K | 0.03% | −264−2.4% | Reduced |
| True North Advisors, LLC | 10,812 | $537.5K | 0.15% | −4,667−30.2% | Reduced |
| Community Bank, N.A. | 10,825 | $538.0K | 0.07% | −600−5.3% | Reduced |
| Lindbrook Capital, LLC | 10,836 | $538.7K | 0.06% | −206−1.9% | Reduced |
| Aull & Monroe Investment Management Corp | 10,856 | $539.7K | 0.27% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 10,872 | $540.4K | 0.10% | +756+7.5% | Added |
| Fishman Jay A Ltd | 10,900 | $541.8K | 0.07% | −1,700−13.5% | Reduced |
| Wexford Capital LP | 10,909 | $542.3K | 0.11% | +10,909 | New |
| Boston Trust Walden Corp | 10,937 | $543.7K | 0.00% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 10,967 | $545.0K | 0.03% | −1,000−8.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,008 | $547.0K | 0.06% | −352−3.1% | Reduced |
| Capital City Trust Co | 11,090 | $551.3K | 0.17% | −39−0.4% | Reduced |
| Dover Advisors, LLC | 11,062 | $551.9K | 0.49% | +12+0.1% | Added |
| Laurel Wealth Advisors LLC | 11,107 | $552.1K | 0.11% | −150−1.3% | Reduced |
| Stock Yards Bank & Trust Co | 11,117 | $552.6K | 0.02% | −50.0% | Reduced |
| Investment Advisory Services Inc | 11,157 | $554.6K | 0.23% | +10.0% | Added |
| Ledyard National Bank | 11,198 | $556.7K | 0.06% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 11,249 | $559.2K | 0.42% | +11,249 | New |
| Shayne & Co., LLC | 11,310 | $562.2K | 0.29% | 00.0% | Unchanged |
| Simmons Bank | 11,452 | $569.3K | 0.05% | +112+1.0% | Added |
| Soltis Investment Advisors LLC | 11,536 | $573.5K | 0.07% | +30.0% | Added |
| Avestar Capital, LLC | 11,679 | $580.6K | 0.10% | −201−1.7% | Reduced |
| Venture Visionary Partners LLC | 11,714 | $582.4K | 0.03% | −1,477−11.2% | Reduced |
| Personal Cfo Solutions, LLC | 11,728 | $583.0K | 0.12% | +32+0.3% | Added |
| Freestone Capital Holdings, LLC | 11,785 | $585.8K | 0.02% | +205+1.8% | Added |
| Barnett & Company, Inc. | 11,800 | $586.6K | 0.44% | +11,800 | New |
| Wahed Invest LLC | 11,981 | $595.6K | 0.21% | +1,075+9.9% | Added |
| Burns J W & Co Inc | 11,997 | $596.0K | 0.10% | −466−3.7% | Reduced |
| Columbia Asset Management | 12,003 | $597.0K | 0.13% | −340−2.8% | Reduced |
| Crestwood Advisors Group LLC | 12,076 | $600.3K | 0.02% | −355−2.9% | Reduced |
| Meridian Management Co | 12,085 | $600.7K | 0.19% | −12−0.1% | Reduced |
| Horizon Investments, LLC | 12,141 | $603.5K | 0.02% | −1,818−13.0% | Reduced |
| GYL Financial Synergies, LLC | 12,214 | $607.2K | 0.06% | +231+1.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,234 | $608.2K | 0.02% | +501+4.3% | Added |
| Great Valley Advisor Group, Inc. | 12,258 | $609.3K | 0.03% | −673−5.2% | Reduced |
| Allred Capital Management, LLC | 12,312 | $612.0K | 0.30% | −98−0.8% | Reduced |
| Apollon Wealth Management, LLC | 12,314 | $612.1K | 0.03% | +1,043+9.3% | Added |
| Webster Bank, N. A. | 12,330 | $612.9K | 0.08% | −612−4.7% | Reduced |
| Eagle Asset Management Inc | 12,355 | $614.2K | 0.00% | +1,472+13.5% | Added |
| Symmetry Partners, LLC | 12,366 | $615.0K | 0.03% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 12,400 | $616.4K | 0.11% | −3,100−20.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 12,442 | $618.5K | 0.10% | −620−4.7% | Reduced |
| Courier Capital LLC | 12,495 | $621.1K | 0.05% | −150−1.2% | Reduced |
| Busey Wealth Management | 12,495 | $621.1K | 0.03% | −140−1.1% | Reduced |
| Forte Capital LLC | 12,501 | $621.4K | 0.09% | −410−3.2% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $635.6K | 0.02% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 12,803 | $636.4K | 0.10% | +20.0% | Added |
| Benedict Financial Advisors Inc | 12,831 | $637.8K | 0.18% | +51+0.4% | Added |
| Excalibur Management Corp | 12,868 | $639.7K | 0.33% | −125−1.0% | Reduced |
| Montecito Bank & Trust | 12,868 | $639.7K | 0.15% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,879 | $640.2K | 0.03% | −63−0.5% | Reduced |
| Chicago Capital, LLC | 12,906 | $641.6K | 0.03% | +168+1.3% | Added |
| Werlinich Asset Management, LLC | 12,915 | $642.0K | 0.52% | 00.0% | Unchanged |
| Miller Investment Management, LP | 12,990 | $645.7K | 0.10% | 00.0% | Unchanged |
| Holderness Investments Co | 13,162 | $654.3K | 0.24% | +163+1.3% | Added |
| Cambridge Trust Co | 13,188 | $655.6K | 0.03% | −292−2.2% | Reduced |
| Transform Wealth, LLC | 13,164 | $656.8K | 0.06% | −89−0.7% | Reduced |
| Waterford Advisors, LLC | 13,381 | $665.0K | 0.32% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 13,431 | $667.7K | 0.02% | +530+4.1% | Added |
| Bragg Financial Advisors, Inc | 13,486 | $670.4K | 0.04% | −51−0.4% | Reduced |
| N.E.W. Advisory Services LLC | 13,502 | $671.2K | 0.09% | +103+0.8% | Added |
| First City Capital Management, Inc. | 13,701 | $681.1K | 0.40% | −800−5.5% | Reduced |
| Signaturefd, LLC | 13,721 | $682.1K | 0.02% | −749−5.2% | Reduced |
| Lincoln National Corp | 13,773 | $684.7K | 0.01% | −553−3.9% | Reduced |
| Rossmore Private Capital | 13,776 | $684.8K | 0.10% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 13,789 | $685.4K | 0.37% | +915+7.1% | Added |
| Amussen Hunsaker Associates LLC | 13,732 | $686.7K | 0.15% | −17−0.1% | Reduced |
| Ascension Asset Management LLC | 13,835 | $687.7K | 0.42% | +13,835 | New |
| Brendel Financial Advisors LLC | 14,078 | $700.0K | 1.05% | 00.0% | Unchanged |
| Veriti Management LLC | 14,208 | $706.3K | 0.08% | +2,712+23.6% | Added |
| Ar Asset Management Inc | 14,400 | $716.0K | 0.19% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 14,472 | $719.0K | 0.03% | −807−5.3% | Reduced |
| Daymark Wealth Partners, LLC | 14,499 | $720.7K | 0.05% | +7,245+99.9% | Added |
| Foster & Motley Inc | 14,532 | $722.0K | 0.06% | +200+1.4% | Added |
| Curated Wealth Partners LLC | 14,727 | $732.1K | 0.14% | −105−0.7% | Reduced |
| Pitcairn Co | 14,761 | $733.8K | 0.06% | +140+1.0% | Added |
| Security National Bank of So Dak | 14,780 | $734.7K | 0.52% | +14,780 | New |
| Symphony Financial, Ltd. Co. | 14,851 | $734.9K | 0.18% | +1,379+10.2% | Added |
| ELCO Management Co., LLC | 14,811 | $736.3K | 0.53% | −335−2.2% | Reduced |
| Compass Wealth Management LLC | 14,826 | $737.0K | 0.22% | −610−4.0% | Reduced |
| National Asset Management, Inc. | 15,054 | $750.5K | 0.02% | −4,429−22.7% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $753.1K | 0.69% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15,095 | $753.2K | 0.05% | +90+0.6% | Added |
| Estabrook Capital Management | 15,155 | $753.4K | 0.13% | −35−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 15,155 | $753.4K | 0.15% | +321+2.2% | Added |
| Umb Bank N A | 15,209 | $756.0K | 0.01% | −495−3.2% | Reduced |
| Scotia Capital Inc. | 15,309 | $761.0K | 0.01% | +146+1.0% | Added |
| Alberta Investment Management Corp | 15,400 | $765.5K | 0.01% | −1,637−9.6% | Reduced |
| Prelude Capital Management, LLC | 15,423 | $766.7K | 0.06% | +15,423 | New |
| Penserra Capital Management LLC | 15,478 | $767.0K | 0.02% | +5,525+55.5% | Added |
| Cascade Investment Advisors, Inc. | 15,458 | $768.4K | 0.57% | +15,045+3,642.9% | Added |
| Trellis Wealth Advisors LLC | 15,492 | $770.1K | 0.51% | +1,051+7.3% | Added |
| Prospera Financial Services Inc | 15,694 | $780.4K | 0.03% | +308+2.0% | Added |