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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 5,280 | $262.5K | 0.10% | +696+15.2% | Added |
| Naples Global Advisors, LLC | 5,261 | $262.2K | 0.03% | +326+6.6% | Added |
| Franklin Street Advisors Inc | 5,271 | $262.0K | 0.02% | +5,271 | New |
| Dynamic Advisor Solutions LLC | 5,247 | $260.8K | 0.01% | +371+7.6% | Added |
| Kovack Advisors, Inc. | 5,246 | $260.8K | 0.03% | −624−10.6% | Reduced |
| Rathbone Brothers plc | 5,230 | $260.0K | 0.00% | +550+11.8% | Added |
| MSH Capital Advisors LLC | 5,230 | $260.0K | 0.10% | +5,230 | New |
| V-Square Quantitative Management LLC | 5,207 | $258.8K | 0.19% | −1,519−22.6% | Reduced |
| Aveo Capital Partners, LLC | 5,190 | $258.0K | 0.03% | +80+1.6% | Added |
| Gateway Wealth Partners, LLC | 5,177 | $257.3K | 0.05% | +5,177 | New |
| Pinnacle Financial Partners Inc | 5,169 | $257.0K | 0.01% | +4,424+593.8% | Added |
| Davidson Trust Co | 5,164 | $256.7K | 0.19% | −232−4.3% | Reduced |
| Level Four Advisory Services, LLC | 5,137 | $255.4K | 0.02% | −289−5.3% | Reduced |
| Peddock Capital Advisors, LLC | 5,130 | $255.0K | 0.08% | +300+6.2% | Added |
| Conning Inc. | 5,129 | $255.0K | 0.01% | −630−10.9% | Reduced |
| Equitable Holdings, Inc. | 5,073 | $252.2K | 0.00% | +336+7.1% | Added |
| Tiedemann Advisors, LLC | 5,052 | $252.1K | 0.01% | +5,052 | New |
| Ted Buchan & Co | 5,070 | $252.0K | 0.19% | +410+8.8% | Added |
| Thomasville National Bank | 5,057 | $251.4K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5,056 | $251.3K | 0.14% | +2,877+132.0% | Added |
| Virtus Investment Advisers, Inc. | 5,052 | $251.1K | 0.17% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 5,050 | $251.0K | 0.24% | +5,050 | New |
| Invenio Wealth Partners LLC | 5,026 | $249.8K | 0.28% | +5,026 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 5,025 | $249.8K | 0.03% | −193−3.7% | Reduced |
| Core Wealth Partners LLC | 5,012 | $249.2K | 0.23% | +6+0.1% | Added |
| LGT Group Foundation | 5,000 | $248.6K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 5,000 | $248.6K | 0.09% | +5,000 | New |
| Regal Wealth Group, Inc. | 5,038 | $248.5K | 0.16% | +16+0.3% | Added |
| First Financial Corp | 4,998 | $248.4K | 0.16% | −13−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 4,955 | $246.3K | 0.06% | +500+11.2% | Added |
| West Oak Capital, LLC | 4,935 | $245.3K | 0.12% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 4,931 | $245.0K | 0.06% | +42+0.9% | Added |
| Redhawk Wealth Advisors, Inc. | 4,922 | $244.7K | 0.07% | +4,922 | New |
| Wescott Financial Advisory Group, LLC | 4,903 | $243.7K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 4,881 | $242.6K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,838 | $240.5K | 0.03% | +50+1.0% | Added |
| EverSource Wealth Advisors, LLC | 4,834 | $240.3K | 0.03% | +2,143+79.6% | Added |
| Atlas Private Wealth Management | 4,832 | $240.2K | 0.13% | 00.0% | Unchanged |
| Legacy Trust | 4,828 | $240.0K | 0.07% | +36+0.8% | Added |
| Great Diamond Partners, LLC | 4,790 | $238.1K | 0.06% | −323−6.3% | Reduced |
| Sentry LLC | 4,770 | $237.1K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,738 | $235.5K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,731 | $235.2K | 0.03% | +4,731 | New |
| IHT Wealth Management, LLC | 4,715 | $234.4K | 0.01% | +156+3.4% | Added |
| Signature Wealth Management Partners, LLC | 4,700 | $233.6K | 0.22% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,696 | $233.4K | 0.07% | +10.0% | Added |
| Radnor Capital Management, LLC | 4,622 | $230.0K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,612 | $229.3K | 0.01% | +70+1.5% | Added |
| Tennessee Valley Asset Management Partners | 4,579 | $227.6K | 0.07% | +4,579 | New |
| Cassaday & Co Wealth Management LLC | 4,577 | $227.5K | 0.01% | −160−3.4% | Reduced |
| Gratus Capital LLC | 4,564 | $226.9K | 0.02% | −545−10.7% | Reduced |
| Silicon Valley Capital Partners | 4,545 | $225.9K | 0.04% | −351−7.2% | Reduced |
| Montis Financial, LLC | 4,531 | $225.2K | 0.15% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,491 | $224.1K | 0.04% | −1,030−18.7% | Reduced |
| RFG Advisory, LLC | 4,499 | $223.6K | 0.01% | +4,499 | New |
| Allstate Corp | 4,494 | $223.4K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,479 | $222.9K | 0.02% | +4,479 | New |
| Strategic Advisors LLC | 4,468 | $222.1K | 0.04% | +15+0.3% | Added |
| Tilt Investment Management Holdings, PBC | 4,444 | $221.7K | 0.15% | +4,444 | New |
| Brighton Jones LLC | 4,428 | $220.1K | 0.01% | +4,428 | New |
| Ropes Wealth Advisors LLC | 4,408 | $219.1K | 0.04% | +4,408 | New |
| Aberdeen Wealth Management LLC | 4,400 | $218.7K | 0.16% | 00.0% | Unchanged |
| First Bank & Trust | 4,392 | $218.3K | 0.06% | −518−10.5% | Reduced |
| Pure Financial Advisors, Inc. | 4,375 | $217.5K | 0.01% | −42−1.0% | Reduced |
| Grandfield & Dodd, LLC | 4,356 | $216.5K | 0.02% | −19−0.4% | Reduced |
| Townsend & Associates, Inc | 4,003 | $215.8K | 0.06% | +4,003 | New |
| MPS Loria Financial Planners, LLC | 4,326 | $215.0K | 0.08% | −66−1.5% | Reduced |
| GSB Wealth Management, LLC | 4,320 | $214.7K | 0.07% | +4,320 | New |
| TFC Financial Management | 4,318 | $214.6K | 0.05% | −81−1.8% | Reduced |
| Pavion Blue Capital, LLC | 4,316 | $214.5K | 0.13% | −200−4.4% | Reduced |
| Brookstone Capital Management | 4,292 | $211.7K | 0.00% | +4,292 | New |
| Fernwood Investment Management, LLC | 4,250 | $211.3K | 0.07% | +4,250 | New |
| Kidder Stephen W | 4,250 | $211.3K | 0.07% | +4,250 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,248 | $211.2K | 0.03% | +4,248 | New |
| US Financial Advisors, LLC | 4,228 | $210.2K | 0.09% | +4,228 | New |
| Charter Oak Capital Management, LLC | 4,227 | $210.1K | 0.03% | +4,227 | New |
| L2 Asset Management, LLC | 3,811 | $210.1K | 0.10% | +3,811 | New |
| Formidable Asset Management, LLC | 4,220 | $210.0K | 0.05% | +4,220 | New |
| Hall Capital Management Co Inc | 4,200 | $208.8K | 0.12% | +4,200 | New |
| Carmichael Hill & Associates, Inc. | 4,168 | $207.2K | 0.10% | +10.0% | Added |
| Atlantic Union Bankshares Corp | 4,142 | $205.9K | 0.02% | +4,142 | New |
| Atlantic Trust, LLC | 4,337 | $205.8K | 0.07% | −96−2.2% | Reduced |
| North Star Investment Management Corp. | 4,134 | $205.5K | 0.02% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,116 | $204.6K | 0.04% | +4,116 | New |
| Colonial Trust Co | 4,101 | $203.9K | 0.05% | +240+6.2% | Added |
| Jones Financial Companies LLLP | 4,100 | $203.8K | 0.00% | −344−7.7% | Reduced |
| Acropolis Investment Management, LLC | 4,051 | $201.4K | 0.02% | −3−0.1% | Reduced |
| Liberty Wealth Management LLC | 3,118 | $200.7K | 0.05% | +3,118 | New |
| Independent Wealth Network Inc. | 4,033 | $200.5K | 0.12% | +4,033 | New |
| Canton Hathaway, LLC | 4,000 | $199.0K | 0.06% | +4,000 | New |
| Cedar Wealth Management, LLC | 3,900 | $193.9K | 0.07% | +3,900 | New |
| Cypress Capital Management LLC (WY) | 3,810 | $189.4K | 0.21% | +250+7.0% | Added |
| Smithfield Trust Co | 3,809 | $189.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,773 | $187.6K | 0.04% | −16−0.4% | Reduced |
| Pittenger & Anderson Inc | 3,713 | $184.6K | 0.01% | −78−2.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,534 | $176.0K | 0.11% | 00.0% | Unchanged |
| Monetary Management Group Inc | 3,525 | $175.2K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3,461 | $172.0K | 0.08% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,384 | $168.2K | 0.01% | −12,285−78.4% | Reduced |
| Massmutual Trust Co FSB | 3,088 | $153.5K | 0.01% | +498+19.2% | Added |