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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 3,076 | $152.9K | 0.02% | −8−0.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,041 | $151.2K | 0.08% | +2,991+5,982.0% | Added |
| Prostatis Group LLC | 149,727 | $149.7K | 0.07% | +149,727 | New |
| Bank of New Hampshire | 2,962 | $147.2K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,933 | $145.8K | 0.03% | +266+10.0% | Added |
| Bangor Savings Bank | 2,881 | $143.2K | 0.02% | −8−0.3% | Reduced |
| Global Retirement Partners, LLC | 2,845 | $141.4K | 0.01% | −36−1.2% | Reduced |
| Geneos Wealth Management Inc. | 2,781 | $138.2K | 0.01% | +189+7.3% | Added |
| Atlas Capital Advisors LLC | 2,728 | $135.6K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,716 | $135.0K | 0.06% | +800+41.8% | Added |
| Logan Capital Management Inc | 2,704 | $134.4K | 0.01% | −5,300−66.2% | Reduced |
| Alta Advisers Ltd | 2,600 | $129.2K | 0.07% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2,570 | $128.0K | 0.06% | +2,548+11,581.8% | Added |
| State of Wyoming | 2,570 | $127.8K | 0.04% | −6,739−72.4% | Reduced |
| Evermay Wealth Management LLC | 2,545 | $126.8K | 0.02% | −3−0.1% | Reduced |
| Ridgewood Investments LLC | 2,528 | $125.7K | 0.07% | +1,500+145.9% | Added |
| Stephenson National Bank & Trust | 2,523 | $125.4K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,500 | $124.3K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,489 | $123.7K | 0.01% | −58−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,489 | $123.7K | 0.02% | +205+9.0% | Added |
| City State Bank | 2,432 | $121.0K | 0.07% | −18−0.7% | Reduced |
| Hanson & Doremus Investment Management | 2,422 | $120.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 2,400 | $119.3K | 0.00% | +2,400 | New |
| Gables Capital Management Inc. | 2,350 | $116.8K | 0.08% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 2,327 | $116.0K | 0.01% | +290+14.2% | Added |
| Paladin Advisory Group, LLC | 2,290 | $113.9K | 0.09% | +4+0.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,269 | $113.0K | 0.08% | +284+14.3% | Added |
| Federated Hermes, Inc. | 2,265 | $112.6K | 0.00% | −14,633−86.6% | Reduced |
| Clean Yield Group | 2,259 | $112.3K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,258 | $112.0K | 0.02% | +1,984+724.1% | Added |
| First Command Bank | 2,238 | $111.3K | 0.01% | −273−10.9% | Reduced |
| First Command Financial Services, Inc. | 2,238 | $111.3K | 0.01% | −273−10.9% | Reduced |
| FinTrust Capital Advisors, LLC | 2,657 | $109.6K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,166 | $107.7K | 0.06% | −254−10.5% | Reduced |
| Ulland Investment Advisors, LLC | 2,144 | $107.0K | 0.11% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,150 | $106.9K | 0.10% | −713−24.9% | Reduced |
| MV Capital Management, Inc. | 2,117 | $105.2K | 0.01% | −303−12.5% | Reduced |
| Addison Advisors LLC | 2,114 | $105.1K | 0.05% | −5−0.2% | Reduced |
| AllSquare Wealth Management LLC | 2,463 | $102.8K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,062 | $102.5K | 0.02% | −12−0.6% | Reduced |
| Centaurus Financial, Inc. | 2,042 | $102.0K | 0.01% | −1,732−45.9% | Reduced |
| Crewe Advisors LLC | 2,050 | $101.9K | 0.01% | −261−11.3% | Reduced |
| Blue Chip Partners, Inc. | 2,034 | $101.1K | 0.01% | +2,034 | New |
| Covestor Ltd | 2,031 | $101.0K | 0.08% | +580+40.0% | Added |
| Wellington Shields & Co., LLC | 2,000 | $99.4K | 0.02% | −1,285−39.1% | Reduced |
| Core Alternative Capital | 1,979 | $98.4K | 0.01% | +976+97.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $98.2K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,951 | $97.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,930 | $95.9K | 0.02% | −2,391−55.3% | Reduced |
| Creative Capital Management Investments LLC | 1,895 | $94.2K | 0.07% | +1,153+155.4% | Added |
| Carolinas Wealth Consulting LLC | 5,263 | $93.9K | 0.02% | −79−1.5% | Reduced |
| Center for Financial Planning, Inc. | 1,833 | $91.1K | 0.02% | −45−2.4% | Reduced |
| Oakworth Capital, Inc. | 1,831 | $91.0K | 0.01% | +200+12.3% | Added |
| Missouri Trust & Investment Co | 1,823 | $90.6K | 0.05% | +858+88.9% | Added |
| Old Second National Bank of Aurora | 1,800 | $89.5K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,800 | $89.0K | 0.02% | −7,910−81.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,765 | $87.7K | 0.05% | +66+3.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,757 | $87.3K | 0.04% | +5+0.3% | Added |
| JFS Wealth Advisors, LLC | 1,745 | $86.8K | 0.01% | −45−2.5% | Reduced |
| CVA Family Office, LLC | 1,687 | $83.9K | 0.02% | −20−1.2% | Reduced |
| Mascoma Wealth Management LLC | 1,452 | $83.3K | 0.03% | −1,642−53.1% | Reduced |
| Acima Private Wealth, LLC | 1,669 | $83.0K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,660 | $82.5K | 0.07% | −2,079−55.6% | Reduced |
| Stonebridge Capital Advisors LLC | 1,655 | $82.3K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,645 | $82.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,627 | $81.0K | 0.00% | +12+0.7% | Added |
| Register Financial Advisors LLC | 1,619 | $80.5K | 0.06% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,605 | $79.8K | 0.02% | −155−8.8% | Reduced |
| RFP Financial Group LLC | 1,600 | $79.5K | 0.03% | +1,600 | New |
| Cherry Tree Wealth Management, LLC | 1,576 | $78.3K | 0.02% | +1,576 | New |
| Carmel Capital Partners, LLC | 1,500 | $74.6K | 0.04% | +1,500 | New |
| Field & Main Bank | 1,500 | $74.5K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,592 | $73.0K | 0.00% | −2,039−56.2% | Reduced |
| Oakmont Corp | 1,446 | $71.9K | 0.01% | −93−6.0% | Reduced |
| Zions Bancorporation, N.A. | 1,443 | $71.7K | 0.01% | −657−31.3% | Reduced |
| Chilton Capital Management LLC | 1,433 | $71.2K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $71.2K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,401 | $69.6K | 0.02% | +1,401 | New |
| First Capital Advisors Group, LLC. | 1,390 | $69.1K | 0.04% | +1,390 | New |
| 1832 Asset Management L.P. | 1,380 | $68.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,365 | $67.9K | 0.08% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,283 | $63.8K | 0.06% | −26−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,282 | $63.7K | 0.01% | −46−3.5% | Reduced |
| NVWM, LLC | 1,260 | $62.6K | 0.02% | −323−20.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,250 | $62.1K | 0.02% | +1,250 | New |
| JNBA Financial Advisors | 1,246 | $61.9K | 0.01% | +552+79.5% | Added |
| Beacon Capital Management, LLC | 1,238 | $61.5K | 0.02% | −80−6.1% | Reduced |
| Cape Investment Advisory, Inc. | 1,232 | $61.2K | 0.03% | +47+4.0% | Added |
| Key Financial Inc | 1,226 | $60.9K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,212 | $60.4K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,211 | $60.2K | 0.00% | +149+14.0% | Added |
| Farther Finance Advisors, LLC | 1,204 | $59.9K | 0.01% | −67−5.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,184 | $58.6K | 0.02% | +1,184 | New |
| Aspire Private Capital, LLC | 1,119 | $55.6K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,091 | $54.0K | 0.02% | −545−33.3% | Reduced |
| Highlander Capital Management, LLC | 1,080 | $54.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 1,057 | $52.5K | 0.05% | −1,000−48.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,045 | $51.9K | 0.00% | −1,351−56.4% | Reduced |
| Truvestments Capital LLC | 1,010 | $50.2K | 0.02% | +204+25.3% | Added |
| PCA Investment Advisory Services Inc. | 1,002 | $49.8K | 0.03% | +1,002 | New |