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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 70,323 | $3.50M | 0.17% | −340−0.5% | Reduced |
| Cetera Advisor Networks LLC | 69,134 | $3.44M | 0.02% | −1,344−1.9% | Reduced |
| Gabelli Funds LLC | 68,900 | $3.43M | 0.03% | −1,500−2.1% | Reduced |
| Elo Mutual Pension Insurance Co | 68,710 | $3.42M | 0.10% | +8,540+14.2% | Added |
| Blair William & Co | 68,645 | $3.41M | 0.01% | +6,098+9.7% | Added |
| JustInvest LLC | 68,443 | $3.40M | 0.10% | +1,527+2.3% | Added |
| Patten Group, Inc. | 68,255 | $3.39M | 0.96% | −489−0.7% | Reduced |
| Securian Asset Management, Inc | 68,107 | $3.39M | 0.09% | −799−1.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 67,836 | $3.37M | 0.01% | −160,003−70.2% | Reduced |
| Norinchukin Bank, The | 67,708 | $3.37M | 0.06% | +14,686+27.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 67,704 | $3.37M | 0.48% | −392−0.6% | Reduced |
| Kentucky Retirement Systems | 67,123 | $3.34M | 0.11% | +1,166+1.8% | Added |
| CWM, LLC | 66,975 | $3.33M | 0.02% | +2,341+3.6% | Added |
| Alpine Woods Capital Investors, LLC | 66,919 | $3.33M | 0.52% | +14,560+27.8% | Added |
| Mercer Global Advisors Inc | 65,340 | $3.25M | 0.01% | −2,356−3.5% | Reduced |
| Daiwa Securities Group Inc. | 65,208 | $3.24M | 0.02% | +1,587+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 64,864 | $3.22M | 0.16% | −529−0.8% | Reduced |
| Cohen Capital Management, Inc. | 63,834 | $3.17M | 0.62% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 63,825 | $3.17M | 0.03% | −258−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 53,653 | $3.17M | 0.07% | −12,945−19.4% | Reduced |
| Maryland State Retirement & Pension System | 63,620 | $3.16M | 0.07% | −2,782−4.2% | Reduced |
| Canandaigua National Bank & Trust Co | 63,542 | $3.16M | 0.51% | −490−0.8% | Reduced |
| AMG National Trust Bank | 63,162 | $3.14M | 0.10% | +710+1.1% | Added |
| Teacher Retirement System of Texas | 63,140 | $3.14M | 0.02% | −252,249−80.0% | Reduced |
| Intech Investment Management LLC | 62,056 | $3.08M | 0.03% | −36,030−36.7% | Reduced |
| Huntington National Bank | 61,457 | $3.06M | 0.03% | −1,630−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 61,108 | $3.04M | 0.07% | +2,614+4.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 60,410 | $3.00M | 0.11% | +2,761+4.8% | Added |
| LSV Asset Management | 60,300 | $3.00M | 0.01% | +9,600+18.9% | Added |
| Rafferty Asset Management, LLC | 60,303 | $3.00M | 0.02% | +5,857+10.8% | Added |
| AdvisorShares Investments LLC | 59,579 | $2.96M | 0.85% | +14,644+32.6% | Added |
| Connectus Wealth, LLC | 59,111 | $2.94M | 0.07% | −104−0.2% | Reduced |
| Cohen Klingenstein LLC | 58,634 | $2.91M | 0.13% | 00.0% | Unchanged |
| JB Capital LLC | 58,577 | $2.91M | 0.25% | +1,845+3.3% | Added |
| Hartford Investment Management Co | 58,492 | $2.91M | 0.11% | −11,647−16.6% | Reduced |
| Delta Capital Management LLC | 57,465 | $2.86M | 1.97% | −480−0.8% | Reduced |
| Evercore Wealth Management, LLC | 57,436 | $2.86M | 0.05% | +868+1.5% | Added |
| Poehling Capital Management, LLC | 56,814 | $2.82M | 0.95% | −1,218−2.1% | Reduced |
| Wealthfront Advisers LLC | 56,460 | $2.81M | 0.01% | −9,293−14.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 56,245 | $2.80M | 0.58% | −355−0.6% | Reduced |
| Tower View Investment Management & Research LLC | 55,090 | $2.74M | 1.86% | +187+0.3% | Added |
| American Century Companies Inc | 53,889 | $2.68M | 0.00% | −1,536−2.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 53,638 | $2.67M | 0.05% | +43,236+415.7% | Added |
| Pacer Advisors, Inc. | 53,063 | $2.64M | 0.01% | −5,502−9.4% | Reduced |
| Westport Asset Management Inc | 52,400 | $2.60M | 1.46% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 52,084 | $2.59M | 0.10% | −713−1.4% | Reduced |
| Wesbanco Bank Inc | 51,674 | $2.57M | 0.11% | −6,192−10.7% | Reduced |
| Louisiana State Employees Retirement System | 51,600 | $2.57M | 0.06% | −2,600−4.8% | Reduced |
| Cresset Asset Management, LLC | 50,963 | $2.54M | 0.02% | +32,893+182.0% | Added |
| Sargent Investment Group, LLC | 50,419 | $2.51M | 0.61% | −4,605−8.4% | Reduced |
| Silvercrest Asset Management Group LLC | 50,345 | $2.50M | 0.02% | −516−1.0% | Reduced |
| Laffer Tengler Investments | 49,681 | $2.47M | 0.66% | +49,011+7,315.1% | Added |
| Eqis Capital Management, Inc. | 49,596 | $2.47M | 0.28% | −7,885−13.7% | Reduced |
| Prio Wealth Limited Partnership | 49,146 | $2.44M | 0.09% | −1,475−2.9% | Reduced |
| United Capital Financial Advisers, LLC | 47,693 | $2.37M | 0.01% | −7,967−14.3% | Reduced |
| Cacti Asset Management LLC | 46,767 | $2.32M | 0.21% | 00.0% | Unchanged |
| Argent Trust Co | 46,529 | $2.31M | 0.13% | −462−1.0% | Reduced |
| Manchester Capital Management LLC | 46,315 | $2.30M | 0.31% | +42,223+1,031.8% | Added |
| YHB Investment Advisors, Inc. | 45,994 | $2.29M | 0.21% | +525+1.2% | Added |
| Mandatum Life Insurance Co Ltd | 45,358 | $2.25M | 0.93% | +40,000+746.5% | Added |
| Shell Asset Management Co | 45,283 | $2.25M | 0.09% | +14,089+45.2% | Added |
| Whittier Trust Co of Nevada Inc | 45,154 | $2.24M | 0.08% | −192−0.4% | Reduced |
| Veritable, L.P. | 45,060 | $2.24M | 0.04% | +636+1.4% | Added |
| Lee Danner & Bass Inc | 44,977 | $2.24M | 0.19% | −164−0.4% | Reduced |
| Atria Investments LLC | 42,779 | $2.13M | 0.04% | −1,537−3.5% | Reduced |
| Monarch Capital Management Inc | 41,559 | $2.07M | 0.63% | +230+0.6% | Added |
| Cetera Advisors LLC | 41,349 | $2.06M | 0.03% | −2,837−6.4% | Reduced |
| Pinnacle Associates Ltd | 41,201 | $2.05M | 0.04% | +21,661+110.9% | Added |
| Trust Co of Vermont | 41,112 | $2.04M | 0.13% | −1,077−2.6% | Reduced |
| South Dakota Investment Council | 40,966 | $2.04M | 0.04% | +357+0.9% | Added |
| New Mexico Educational Retirement Board | 40,517 | $2.01M | 0.09% | +1,800+4.6% | Added |
| AE Wealth Management LLC | 40,191 | $2.00M | 0.01% | +17,577+77.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $1.99M | 0.55% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 39,593 | $1.97M | 0.09% | +22+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 39,583 | $1.97M | 0.03% | −9,270−19.0% | Reduced |
| IMA Wealth, Inc. | 39,452 | $1.96M | 0.50% | +1,077+2.8% | Added |
| Essex Financial Services, Inc. | 39,410 | $1.96M | 0.22% | +5,934+17.7% | Added |
| E. Ohman J:or Asset Management AB | 39,200 | $1.95M | 0.07% | +3,000+8.3% | Added |
| Cetera Investment Advisers | 38,732 | $1.93M | 0.02% | +588+1.5% | Added |
| Pinebridge Investments, L.P. | 37,984 | $1.89M | 0.02% | −13,481−26.2% | Reduced |
| Bessemer Group Inc | 37,686 | $1.87M | 0.00% | +705+1.9% | Added |
| 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 |
| Thrivent Financial for Lutherans | 37,086 | $1.84M | 0.00% | −270−0.7% | Reduced |
| Proequities, Inc. | 36,822 | $1.84M | 0.14% | +4,496+13.9% | Added |
| Savant Capital, LLC | 36,931 | $1.84M | 0.03% | +499+1.4% | Added |
| Whittier Trust Co | 36,758 | $1.83M | 0.03% | −644−1.7% | Reduced |
| Headinvest, LLC | 32,861 | $1.83M | 0.39% | −1,372−4.0% | Reduced |
| Atria Wealth Solutions, Inc. | 36,661 | $1.82M | 0.02% | +4,950+15.6% | Added |
| Metropolitan Life Insurance Co | 36,381 | $1.81M | 0.09% | −930−2.5% | Reduced |
| Avantax Advisory Services, Inc. | 36,338 | $1.81M | 0.02% | +3,016+9.1% | Added |
| Northwestern Mutual Wealth Management Co | 36,239 | $1.80M | 0.00% | +455+1.3% | Added |
| Ieq Capital, LLC | 36,121 | $1.80M | 0.04% | −287−0.8% | Reduced |
| Perigon Wealth Management, LLC | 35,989 | $1.79M | 0.07% | +8,626+31.5% | Added |
| Bartlett & Co. LLC | 35,568 | $1.77M | 0.03% | +7,231+25.5% | Added |
| Bartlett & Co. Wealth Management LLC | 35,568 | $1.77M | 0.03% | +7,231+25.5% | Added |
| Illinois Municipal Retirement Fund | 35,501 | $1.76M | 0.04% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 35,500 | $1.76M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 35,406 | $1.76M | 0.01% | −47,099−57.1% | Reduced |
| Tiaa, FSB | 35,047 | $1.74M | 0.01% | +1,785+5.4% | Added |