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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors | 15,764 | $783.6K | 0.07% | −3,415−17.8% | Reduced |
| Bank of Hawaii | 15,815 | $786.2K | 0.04% | −45−0.3% | Reduced |
| Wedbush Securities Inc | 15,968 | $794.0K | 0.04% | +342+2.2% | Added |
| Intellectus Partners, LLC | 16,042 | $800.4K | 0.24% | +16,042 | New |
| Trust Co of Toledo NA | 16,123 | $801.5K | 0.14% | +60+0.4% | Added |
| Wedmont Private Capital | 14,891 | $801.7K | 0.09% | −1,255−7.8% | Reduced |
| Baldwin Investment Management, LLC | 16,227 | $806.6K | 0.13% | +1,300+8.7% | Added |
| Parallel Advisors, LLC | 16,347 | $812.7K | 0.03% | −544−3.2% | Reduced |
| Advisory Services Network, LLC | 16,404 | $815.5K | 0.02% | +270+1.7% | Added |
| Westhampton Capital, LLC | 16,457 | $818.1K | 0.53% | −50−0.3% | Reduced |
| Meeder Advisory Services, Inc. | 16,468 | $818.6K | 0.09% | +820+5.2% | Added |
| Flputnam Investment Management Co | 16,495 | $820.0K | 0.02% | +7,410+81.6% | Added |
| Fractal Investments LLC | 16,501 | $820.3K | 0.18% | −4,395−21.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,529 | $821.7K | 0.01% | +72+0.4% | Added |
| Marble Harbor Investment Counsel, LLC | 16,643 | $827.3K | 0.10% | −250−1.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 16,790 | $831.0K | 0.03% | −422−2.5% | Reduced |
| City Holding Co | 16,800 | $834.9K | 0.14% | −1,411−7.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,831 | $836.7K | 0.05% | +723+4.5% | Added |
| Moody National Bank Trust Division | 16,901 | $840.1K | 0.06% | +174+1.0% | Added |
| Valley Brook Capital Group | 16,993 | $844.7K | 0.78% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 17,007 | $845.4K | 0.30% | −217−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 17,050 | $847.6K | 0.03% | +3,445+25.3% | Added |
| Mach-1 Financial Group, Inc. | 17,274 | $858.7K | 0.34% | +17,274 | New |
| Vestmark Advisory Solutions, Inc. | 17,434 | $866.6K | 0.03% | +7,428+74.2% | Added |
| Caldwell Trust Co | 17,640 | $876.9K | 0.11% | −164−0.9% | Reduced |
| Modera Wealth Management, LLC | 17,669 | $878.3K | 0.02% | +17,669 | New |
| Morningstar Investment Services LLC | 17,807 | $881.0K | 0.01% | +1,368+8.3% | Added |
| RSM US Wealth Management LLC | 17,761 | $882.9K | 0.03% | −424−2.3% | Reduced |
| True Wealth Design, LLC | 17,873 | $888.5K | 0.32% | −418−2.3% | Reduced |
| Wendell David Associates Inc | 17,920 | $891.0K | 0.10% | −100−0.6% | Reduced |
| San Luis Wealth Advisors LLC | 18,063 | $898.0K | 0.32% | +18,063 | New |
| Park Avenue Securities LLC | 18,374 | $913.0K | 0.01% | +3,135+20.6% | Added |
| Caxton Associates LP | 18,457 | $917.5K | 0.14% | +18,457 | New |
| Qtron Investments LLC | 18,533 | $921.3K | 0.17% | −2,581−12.2% | Reduced |
| First Hawaiian Bank | 18,638 | $926.5K | 0.03% | −13−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 18,653 | $927.2K | 0.03% | +5,593+42.8% | Added |
| Everence Capital Management Inc | 22,720 | $929.0K | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,698 | $929.5K | 0.00% | +14,666+363.7% | Added |
| La Banque Postale Asset Management SA | 18,767 | $932.9K | 0.02% | −124,400−86.9% | Reduced |
| Buffington Mohr McNeal | 18,845 | $936.8K | 0.20% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 18,895 | $939.3K | 0.03% | −48−0.3% | Reduced |
| Patten & Patten Inc | 18,934 | $941.2K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 78,693 | $944.3K | 0.05% | −10,850−12.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $944.5K | 0.23% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 17,301 | $945.8K | 0.45% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 19,057 | $947.3K | 0.01% | +19,057 | New |
| Lipe & Dalton | 19,076 | $948.0K | 0.54% | −740−3.7% | Reduced |
| United Services Automobile Association | 19,120 | $950.5K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 19,276 | $958.0K | 0.03% | +101+0.5% | Added |
| Segall Bryant & Hamill, LLC | 19,322 | $960.5K | 0.01% | −6,470−25.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,366 | $962.7K | 0.10% | +6,204+47.1% | Added |
| Boston Private Wealth LLC | 19,446 | $966.7K | 0.02% | −9,368−32.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 19,488 | $968.7K | 0.00% | +19,485+649,500.0% | Added |
| Resources Investment Advisors, LLC. | 19,567 | $972.7K | 0.02% | −277−1.4% | Reduced |
| Roberts Glore & Co Inc | 19,660 | $977.3K | 0.31% | −255−1.3% | Reduced |
| Clearstead Advisors, LLC | 19,666 | $977.6K | 0.06% | +2,701+15.9% | Added |
| Sigma Planning Corp | 19,670 | $977.8K | 0.04% | +369+1.9% | Added |
| Ahl Investment Management, Inc. | 19,675 | $978.0K | 0.87% | −635−3.1% | Reduced |
| Vestcor Inc | 19,816 | $985.0K | 0.04% | −57−0.3% | Reduced |
| Kraematon Investment Advisors, Inc | 19,937 | $991.1K | 1.09% | −273−1.4% | Reduced |
| Choate Investment Advisors | 19,941 | $991.3K | 0.04% | −60−0.3% | Reduced |
| Kinneret Advisory, LLC | 19,889 | $992.4K | 0.12% | 00.0% | Unchanged |
| Colony Group LLC | 20,001 | $994.0K | 0.01% | +32+0.2% | Added |
| Abbrea Capital, LLC | 20,006 | $998.0K | 0.15% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 20,158 | $1.00M | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 20,252 | $1.01M | 0.07% | −418−2.0% | Reduced |
| InTrack Investment Management Inc | 20,530 | $1.02M | 0.83% | +13,222+180.9% | Added |
| Bayesian Capital Management, LP | 20,600 | $1.02M | 0.11% | +20,600 | New |
| O'Shaughnessy Asset Management, LLC | 20,920 | $1.04M | 0.02% | −9,745−31.8% | Reduced |
| Liberty Capital Management, Inc. | 20,952 | $1.04M | 0.31% | +125+0.6% | Added |
| Quantum Private Wealth, LLC | 21,071 | $1.05M | 0.48% | +140+0.7% | Added |
| Wetherby Asset Management Inc | 21,372 | $1.06M | 0.06% | −249−1.2% | Reduced |
| Greenleaf Trust | 21,486 | $1.07M | 0.01% | −364−1.7% | Reduced |
| HB Wealth Management, LLC | 21,685 | $1.08M | 0.02% | −87−0.4% | Reduced |
| Sawgrass Asset Management LLC | 21,722 | $1.08M | 0.13% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 21,912 | $1.09M | 0.23% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 21,971 | $1.09M | 0.16% | +9,109+70.8% | Added |
| Hunter Associates Investment Management LLC | 22,022 | $1.10M | 0.21% | −400−1.8% | Reduced |
| Alpha DNA Investment Management LLC | 22,157 | $1.10M | 0.62% | +22,157 | New |
| Ontario Teachers Pension Plan Board | 22,160 | $1.10M | 0.01% | +22,160 | New |
| Banque Cantonale Vaudoise | 22,232 | $1.10M | 0.05% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 22,275 | $1.11M | 0.80% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 22,440 | $1.12M | 0.04% | −526−2.3% | Reduced |
| Birch Hill Investment Advisors LLC | 22,695 | $1.13M | 0.06% | −340−1.5% | Reduced |
| Lake Street Advisors Group, LLC | 22,716 | $1.13M | 0.06% | +219+1.0% | Added |
| Integrated Wealth Concepts LLC | 22,790 | $1.13M | 0.02% | +360+1.6% | Added |
| Lakewood Asset Management LLC | 22,861 | $1.14M | 0.89% | −10,193−30.8% | Reduced |
| Hohimer Wealth Management, LLC | 22,956 | $1.14M | 0.32% | −827−3.5% | Reduced |
| Van Hulzen Asset Management, LLC | 23,025 | $1.15M | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 23,083 | $1.15M | 0.03% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 23,210 | $1.15M | 0.04% | −475−2.0% | Reduced |
| Echo Street Capital Management LLC | 23,217 | $1.15M | 0.01% | +18,167+359.7% | Added |
| Sciencast Management LP | 23,274 | $1.16M | 0.94% | +7,079+43.7% | Added |
| Curbstone Financial Management Corp | 23,268 | $1.16M | 0.28% | −250−1.1% | Reduced |
| Brinker Capital Investments, LLC | 23,355 | $1.16M | 0.01% | −41,960−64.2% | Reduced |
| Orion Portfolio Solutions, LLC | 23,355 | $1.16M | 0.01% | −41,960−64.2% | Reduced |
| Neville Rodie & Shaw Inc | 23,504 | $1.17M | 0.10% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 23,735 | $1.18M | 0.29% | +81+0.3% | Added |
| Seven Eight Capital, LP | 24,038 | $1.19M | 0.20% | +24,038 | New |
| Principle Wealth Partners LLC | 24,970 | $1.24M | 0.12% | −225−0.9% | Reduced |