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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 158,325 | $7.87M | 0.32% | +2,100+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 157,055 | $7.81M | 0.01% | +4,445+2.9% | Added |
| Storebrand Asset Management AS | 154,641 | $7.69M | 0.04% | −177,160−53.4% | Reduced |
| M. Kraus & Co | 154,099 | $7.66M | 2.57% | +4,345+2.9% | Added |
| Commerce Bank | 151,912 | $7.55M | 0.06% | −9,353−5.8% | Reduced |
| Truist Financial Corp | 150,730 | $7.49M | 0.01% | −2,964−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 149,052 | $7.41M | 0.02% | +11,065+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 145,599 | $7.24M | 0.06% | +4,183+3.0% | Added |
| Neuberger Berman Group LLC | 143,993 | $7.16M | 0.01% | +3,554+2.5% | Added |
| Churchill Management Corp | 143,698 | $7.14M | 0.12% | −1,267−0.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 143,404 | $7.13M | 0.43% | −978−0.7% | Reduced |
| Comerica Securities,inc. | 142,867 | $7.13M | 0.49% | +2,228+1.6% | Added |
| Utah Retirement Systems | 142,904 | $7.10M | 0.10% | −5,800−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 141,700 | $7.04M | 0.02% | −2,065−1.4% | Reduced |
| State of Alaska, Department of Revenue | 139,537 | $6.93M | 0.08% | −9,774−6.5% | Reduced |
| Xponance, Inc. | 136,324 | $6.78M | 0.09% | −3,038−2.2% | Reduced |
| Janney Montgomery Scott LLC | 135,662 | $6.74M | 0.02% | −3,352−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 135,418 | $6.73M | 0.10% | −2,009−1.5% | Reduced |
| Millennium Management LLC | 134,179 | $6.67M | 0.01% | −335,725−71.4% | Reduced |
| Capital Management Corp | 134,011 | $6.66M | 1.43% | −7,220−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 133,103 | $6.62M | 0.03% | −2,164−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 132,990 | $6.61M | 0.08% | +68,330+105.7% | Added |
| Yousif Capital Management, LLC | 131,322 | $6.53M | 0.08% | −818−0.6% | Reduced |
| New York Life Investment Management LLC | 130,864 | $6.51M | 0.07% | −686−0.5% | Reduced |
| Kanawha Capital Management LLC | 130,345 | $6.48M | 0.60% | −439−0.3% | Reduced |
| Martin Investment Management, LLC | 129,215 | $6.42M | 1.81% | −1,078−0.8% | Reduced |
| Philadelphia Trust Co | 129,050 | $6.42M | 0.61% | −20,220−13.5% | Reduced |
| ProShare Advisors LLC | 126,448 | $6.29M | 0.02% | +3,456+2.8% | Added |
| Fifth Third Bancorp | 126,137 | $6.27M | 0.03% | −15,110−10.7% | Reduced |
| Andra AP-fonden | 126,062 | $6.27M | 0.16% | −100,300−44.3% | Reduced |
| PGGM Investments | 125,014 | $6.21M | 0.10% | −7,191−5.4% | Reduced |
| Van Eck Associates Corp | 124,763 | $6.20M | 0.01% | +17,517+16.3% | Added |
| NorthCrest Asset Manangement, LLC | 122,521 | $6.09M | 0.24% | −431−0.4% | Reduced |
| CIBC Asset Management Inc | 121,871 | $6.06M | 0.02% | −1,226−1.0% | Reduced |
| Mutual of America Capital Management LLC | 120,360 | $5.98M | 0.07% | +701+0.6% | Added |
| Captrust Financial Advisors | 118,703 | $5.90M | 0.02% | +6,581+5.9% | Added |
| Lincoln Capital LLC | 115,600 | $5.75M | 1.48% | +38,624+50.2% | Added |
| D.A. Davidson & Co. | 114,259 | $5.68M | 0.06% | +1,124+1.0% | Added |
| Carlson Capital L P | 114,100 | $5.67M | 0.49% | +114,100 | New |
| Stephens Inc | 112,888 | $5.61M | 0.10% | +59,489+111.4% | Added |
| GPM Growth Investors, Inc. | 112,589 | $5.60M | 2.94% | +2,797+2.5% | Added |
| Connecticut Wealth Management, LLC | 108,463 | $5.39M | 0.37% | −4,545−4.0% | Reduced |
| Lazard Asset Management LLC | 108,303 | $5.38M | 0.01% | −158,532−59.4% | Reduced |
| Tufton Capital Management | 107,448 | $5.34M | 1.15% | +569+0.5% | Added |
| Schroder Investment Management Group | 106,407 | $5.29M | 0.01% | −13,085−11.0% | Reduced |
| Regions Financial Corp | 105,836 | $5.26M | 0.05% | +9,507+9.9% | Added |
| Bahl & Gaynor Inc | 104,103 | $5.17M | 0.03% | +490+0.5% | Added |
| Baker Ellis Asset Management LLC | 103,499 | $5.14M | 0.87% | +96,331+1,343.9% | Added |
| Riverview Capital Advisers, LLC | 103,024 | $5.12M | 2.25% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 102,656 | $5.10M | 0.21% | +102,656 | New |
| Kiwi Wealth Investments Limited Partnership | 101,291 | $5.04M | 0.31% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 101,184 | $5.03M | 0.67% | +659+0.7% | Added |
| Hall Laurie J Trustee | 100,705 | $5.01M | 1.99% | +1,485+1.5% | Added |
| Fiduciary Trust Co | 99,692 | $4.96M | 0.09% | −13,344−11.8% | Reduced |
| Czech National Bank | 98,828 | $4.91M | 0.11% | +556+0.6% | Added |
| Private Advisor Group, LLC | 95,446 | $4.91M | 0.04% | −33,659−26.1% | Reduced |
| Allianz Asset Management GmbH | 98,487 | $4.90M | 0.01% | −52,017−34.6% | Reduced |
| CIBC World Markets Corp | 97,839 | $4.86M | 0.04% | +55,655+131.9% | Added |
| Close Asset Management Ltd | 97,479 | $4.85M | 0.23% | −765−0.8% | Reduced |
| CapWealth Advisors, LLC | 96,824 | $4.81M | 0.59% | +398+0.4% | Added |
| Nwam LLC | 96,738 | $4.81M | 0.40% | +57,126+144.2% | Added |
| Davenport & Co LLC | 96,506 | $4.80M | 0.04% | −4,903−4.8% | Reduced |
| Wesleyan Assurance Society | 96,200 | $4.78M | 0.51% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 95,555 | $4.77M | 0.17% | −10,370−9.8% | Reduced |
| Assetmark, Inc | 95,421 | $4.74M | 0.02% | +66,465+229.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 95,007 | $4.72M | 0.02% | +3,539+3.9% | Added |
| Gamco Investors, Inc. Et Al | 94,630 | $4.70M | 0.05% | −2,759−2.8% | Reduced |
| HM Payson & Co | 94,386 | $4.69M | 0.11% | −3,707−3.8% | Reduced |
| Nissay Asset Management Corp | 91,571 | $4.55M | 0.04% | +1,367+1.5% | Added |
| Northwest Investment Counselors, LLC | 91,305 | $4.54M | 1.21% | +441+0.5% | Added |
| Fayez Sarofim & Co | 89,583 | $4.45M | 0.02% | −28,312−24.0% | Reduced |
| Toroso Investments, LLC | 89,254 | $4.44M | 0.13% | −17,650−16.5% | Reduced |
| Ethic Inc. | 88,327 | $4.39M | 0.16% | +5,217+6.3% | Added |
| Ferguson Wellman Capital Management, Inc | 86,949 | $4.32M | 0.10% | −8,988−9.4% | Reduced |
| AdvisorNet Financial, Inc | 85,638 | $4.26M | 0.36% | +4,887+6.1% | Added |
| Synovus Financial Corp | 85,554 | $4.25M | 0.05% | −4,110−4.6% | Reduced |
| AIA Group Ltd | 84,956 | $4.22M | 0.20% | +46,880+123.1% | Added |
| Souders Financial Advisors | 84,254 | $4.19M | 0.80% | −4,323−4.9% | Reduced |
| Gulf International Bank (UK) Ltd | 83,771 | $4.16M | 0.10% | −25,767−23.5% | Reduced |
| Family Capital Trust Co | 83,233 | $4.14M | 1.44% | −1,780−2.1% | Reduced |
| FIL Ltd | 81,986 | $4.08M | 0.00% | −9,371−10.3% | Reduced |
| Public Sector Pension Investment Board | 79,744 | $3.96M | 0.03% | −11,998−13.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 79,199 | $3.94M | 0.08% | 00.0% | Unchanged |
| Bank of Nova Scotia | 78,893 | $3.92M | 0.01% | +9,869+14.3% | Added |
| Pegasus Asset Management, Inc. | 77,909 | $3.87M | 1.72% | +1,545+2.0% | Added |
| Gilman Hill Asset Management, LLC | 77,075 | $3.83M | 0.71% | +2,278+3.0% | Added |
| Candriam Luxembourg S.C.A. | 76,210 | $3.79M | 0.03% | −43,764−36.5% | Reduced |
| Parsons Capital Management Inc | 75,794 | $3.77M | 0.29% | +676+0.9% | Added |
| Snowden Capital Advisors LLC | 75,651 | $3.76M | 0.13% | −433−0.6% | Reduced |
| Farmers & Merchants Investments Inc | 75,555 | $3.76M | 0.14% | −787−1.0% | Reduced |
| Clearbridge Investments, LLC | 75,482 | $3.75M | 0.00% | −75−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 75,327 | $3.74M | 0.04% | −2,727−3.5% | Reduced |
| British Columbia Investment Management Corp | 75,281 | $3.74M | 0.04% | +627+0.8% | Added |
| GAM Holding AG | 74,731 | $3.71M | 0.26% | −375−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 74,445 | $3.70M | 0.39% | +45,437+156.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,217 | $3.64M | 0.06% | +6,153+9.2% | Added |
| Kestra Advisory Services, LLC | 72,516 | $3.60M | 0.04% | −2,015−2.7% | Reduced |
| MU Investments Co., Ltd. | 72,490 | $3.59M | 4.54% | −500−0.7% | Reduced |
| Prudential PLC | 71,205 | $3.54M | 0.04% | +3,349+4.9% | Added |
| Cerity Partners LLC | 70,976 | $3.53M | 0.01% | +106+0.1% | Added |