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 |
|---|---|---|---|---|---|
| First Manhattan Co | 24,990 | $1.24M | 0.00% | +228+0.9% | Added |
| TownSquare Capital, LLC | 25,325 | $1.26M | 0.02% | +2,830+12.6% | Added |
| Johnson Investment Counsel Inc | 25,494 | $1.27M | 0.02% | +2,566+11.2% | Added |
| Erste Asset Management GmbH | 25,700 | $1.27M | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 25,654 | $1.27M | 0.30% | +1,459+6.0% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.28M | 0.06% | 00.0% | Unchanged |
| Empirical Finance, LLC | 25,999 | $1.29M | 0.10% | +2,902+12.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,000 | $1.29M | 0.02% | +553+2.2% | Added |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.29M | 0.19% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 26,130 | $1.30M | 0.00% | +1,207+4.8% | Added |
| Central Trust Co | 26,199 | $1.30M | 0.04% | −805−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,335 | $1.31M | 0.03% | +113+0.4% | Added |
| Westpac Banking Corp | 26,349 | $1.31M | 0.09% | −126,506−82.8% | Reduced |
| Woodstock Corp | 26,371 | $1.31M | 0.15% | −145−0.5% | Reduced |
| KCM Investment Advisors LLC | 26,398 | $1.31M | 0.05% | −2,151−7.5% | Reduced |
| Beacon Pointe Advisors, LLC | 26,827 | $1.33M | 0.02% | −6,767−20.1% | Reduced |
| C2C Wealth Management, LLC | 24,425 | $1.33M | 0.18% | +25+0.1% | Added |
| MAI Capital Management | 27,256 | $1.35M | 0.02% | −2,533−8.5% | Reduced |
| Romano Brothers and Company | 27,422 | $1.36M | 0.20% | −1,500−5.2% | Reduced |
| Jefferies Financial Group Inc. | 27,649 | $1.37M | 0.03% | −45,865−62.4% | Reduced |
| Goelzer Investment Management, Inc. | 27,968 | $1.39M | 0.12% | 00.0% | Unchanged |
| Glenview Trust Co | 27,981 | $1.39M | 0.04% | −2,646−8.6% | Reduced |
| Sawtooth Solutions, LLC | 28,039 | $1.39M | 0.04% | +1,116+4.1% | Added |
| Bleakley Financial Group, LLC | 28,042 | $1.39M | 0.04% | +1,138+4.2% | Added |
| AXS Investments LLC | 28,265 | $1.41M | 0.38% | +3,123+12.4% | Added |
| Barden Capital Management, Inc. | 28,484 | $1.42M | 1.56% | −3,834−11.9% | Reduced |
| Burney Co | 28,511 | $1.42M | 0.06% | −2,090−6.8% | Reduced |
| Merit Financial Group, LLC | 28,756 | $1.43M | 0.05% | +553+2.0% | Added |
| FineMark National Bank & Trust | 28,782 | $1.43M | 0.06% | +1,478+5.4% | Added |
| Estate Counselors, LLC | 28,990 | $1.44M | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 29,079 | $1.45M | 0.11% | −46−0.2% | Reduced |
| Moors & Cabot, Inc. | 29,925 | $1.49M | 0.10% | +468+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 29,969 | $1.49M | 0.11% | +287+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,202 | $1.50M | 0.04% | +4,202+16.2% | Added |
| Assenagon Asset Management S.A. | 30,260 | $1.50M | 0.01% | −15,141−33.3% | Reduced |
| New England Research & Management, Inc. | 30,647 | $1.52M | 0.88% | −14,793−32.6% | Reduced |
| Delta Financial Advisors LLC | 30,701 | $1.53M | 0.67% | +1,352+4.6% | Added |
| Summit Global Investments | 31,130 | $1.55M | 0.10% | +4,225+15.7% | Added |
| Pathstone Family Office, LLC | 30,579 | $1.55M | 0.02% | −2,130−6.5% | Reduced |
| Aureus Asset Management, LLC | 31,619 | $1.57M | 0.12% | −135−0.4% | Reduced |
| Cullinan Associates Inc | 31,661 | $1.57M | 0.09% | 00.0% | Unchanged |
| Sabal Trust CO | 31,713 | $1.58M | 0.10% | +31,713 | New |
| Cunning Capital Partners, LP | 0 | $1.58M | 1.00% | −31,795−100.0% | Reduced |
| Pacific Global Investment Management CO | 31,828 | $1.58M | 0.33% | +3,481+12.3% | Added |
| Tower Research Capital LLC (TRC) | 32,010 | $1.59M | 0.05% | +5,460+20.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,080 | $1.59M | 0.02% | −979−3.0% | Reduced |
| Metis Global Partners, LLC | 32,361 | $1.61M | 0.09% | −203−0.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,471 | $1.61M | 0.29% | +32,471 | New |
| Squarepoint Ops LLC | 32,518 | $1.62M | 0.01% | +32,518 | New |
| M Holdings Securities, Inc. | 32,593 | $1.62M | 0.33% | −27,353−45.6% | Reduced |
| NBT Bank N A | 32,702 | $1.63M | 0.23% | −706−2.1% | Reduced |
| Blue Square Asset Management, LLC | 33,024 | $1.64M | 1.17% | +23,313+240.1% | Added |
| McMillion Capital Management Inc | 33,209 | $1.65M | 1.47% | −840−2.5% | Reduced |
| Selway Asset Management | 33,475 | $1.66M | 0.73% | +4,775+16.6% | Added |
| GWM Advisors LLC | 34,016 | $1.69M | 0.02% | +2,280+7.2% | Added |
| Guggenheim Capital LLC | 34,518 | $1.72M | 0.01% | −23,642−40.6% | Reduced |
| Impax Asset Management Group plc | 34,615 | $1.72M | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 34,869 | $1.73M | 0.05% | −31,964−47.8% | Reduced |
| Tiaa, FSB | 35,047 | $1.74M | 0.01% | +1,785+5.4% | Added |
| SG Americas Securities, LLC | 35,406 | $1.76M | 0.01% | −47,099−57.1% | Reduced |
| Zurich Insurance Group Ltd | 35,500 | $1.76M | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 35,501 | $1.76M | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 35,568 | $1.77M | 0.03% | +7,231+25.5% | Added |
| Bartlett & Co. LLC | 35,568 | $1.77M | 0.03% | +7,231+25.5% | Added |
| Perigon Wealth Management, LLC | 35,989 | $1.79M | 0.07% | +8,626+31.5% | Added |
| Ieq Capital, LLC | 36,121 | $1.80M | 0.04% | −287−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,239 | $1.80M | 0.00% | +455+1.3% | Added |
| Avantax Advisory Services, Inc. | 36,338 | $1.81M | 0.02% | +3,016+9.1% | Added |
| Metropolitan Life Insurance Co | 36,381 | $1.81M | 0.09% | −930−2.5% | Reduced |
| Atria Wealth Solutions, Inc. | 36,661 | $1.82M | 0.02% | +4,950+15.6% | Added |
| Headinvest, LLC | 32,861 | $1.83M | 0.39% | −1,372−4.0% | Reduced |
| Whittier Trust Co | 36,758 | $1.83M | 0.03% | −644−1.7% | Reduced |
| Savant Capital, LLC | 36,931 | $1.84M | 0.03% | +499+1.4% | Added |
| Proequities, Inc. | 36,822 | $1.84M | 0.14% | +4,496+13.9% | Added |
| Thrivent Financial for Lutherans | 37,086 | $1.84M | 0.00% | −270−0.7% | Reduced |
| Empowered Funds, LLC | 37,673 | $1.87M | 0.07% | +6,449+20.7% | Added |
| EA Series Trust | 37,673 | $1.87M | 0.07% | +37,673 | New |
| Bessemer Group Inc | 37,686 | $1.87M | 0.00% | +705+1.9% | Added |
| Pinebridge Investments, L.P. | 37,984 | $1.89M | 0.02% | −13,481−26.2% | Reduced |
| Cetera Investment Advisers | 38,732 | $1.93M | 0.02% | +588+1.5% | Added |
| E. Ohman J:or Asset Management AB | 39,200 | $1.95M | 0.07% | +3,000+8.3% | Added |
| Essex Financial Services, Inc. | 39,410 | $1.96M | 0.22% | +5,934+17.7% | Added |
| IMA Wealth, Inc. | 39,452 | $1.96M | 0.50% | +1,077+2.8% | Added |
| Williams Jones Wealth Management, LLC. | 39,583 | $1.97M | 0.03% | −9,270−19.0% | Reduced |
| Advisor Partners II, LLC | 39,593 | $1.97M | 0.09% | +22+0.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.99M | 0.55% | 00.0% | Unchanged |
| AE Wealth Management LLC | 40,191 | $2.00M | 0.01% | +17,577+77.7% | Added |
| New Mexico Educational Retirement Board | 40,517 | $2.01M | 0.09% | +1,800+4.6% | Added |
| South Dakota Investment Council | 40,966 | $2.04M | 0.04% | +357+0.9% | Added |
| Trust Co of Vermont | 41,112 | $2.04M | 0.13% | −1,077−2.6% | Reduced |
| Pinnacle Associates Ltd | 41,201 | $2.05M | 0.04% | +21,661+110.9% | Added |
| Cetera Advisors LLC | 41,349 | $2.06M | 0.03% | −2,837−6.4% | Reduced |
| Monarch Capital Management Inc | 41,559 | $2.07M | 0.63% | +230+0.6% | Added |
| Atria Investments LLC | 42,779 | $2.13M | 0.04% | −1,537−3.5% | Reduced |
| Lee Danner & Bass Inc | 44,977 | $2.24M | 0.19% | −164−0.4% | Reduced |
| Veritable, L.P. | 45,060 | $2.24M | 0.04% | +636+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 45,154 | $2.24M | 0.08% | −192−0.4% | Reduced |
| Shell Asset Management Co | 45,283 | $2.25M | 0.09% | +14,089+45.2% | Added |
| Mandatum Life Insurance Co Ltd | 45,358 | $2.25M | 0.93% | +40,000+746.5% | Added |
| YHB Investment Advisors, Inc. | 45,994 | $2.29M | 0.21% | +525+1.2% | Added |