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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 34,869 | $1.73M | 0.05% | −31,964−47.8% | Reduced |
| Impax Asset Management Group plc | 34,615 | $1.72M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 34,518 | $1.72M | 0.01% | −23,642−40.6% | Reduced |
| GWM Advisors LLC | 34,016 | $1.69M | 0.02% | +2,280+7.2% | Added |
| Selway Asset Management | 33,475 | $1.66M | 0.73% | +4,775+16.6% | Added |
| McMillion Capital Management Inc | 33,209 | $1.65M | 1.47% | −840−2.5% | Reduced |
| Blue Square Asset Management, LLC | 33,024 | $1.64M | 1.17% | +23,313+240.1% | Added |
| NBT Bank N A | 32,702 | $1.63M | 0.23% | −706−2.1% | Reduced |
| M Holdings Securities, Inc. | 32,593 | $1.62M | 0.33% | −27,353−45.6% | Reduced |
| Squarepoint Ops LLC | 32,518 | $1.62M | 0.01% | +32,518 | New |
| Campbell & CO Investment Adviser LLC | 32,471 | $1.61M | 0.29% | +32,471 | New |
| Metis Global Partners, LLC | 32,361 | $1.61M | 0.09% | −203−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 32,080 | $1.59M | 0.02% | −979−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 32,010 | $1.59M | 0.05% | +5,460+20.6% | Added |
| Pacific Global Investment Management CO | 31,828 | $1.58M | 0.33% | +3,481+12.3% | Added |
| Cunning Capital Partners, LP | 0 | $1.58M | 1.00% | −31,795−100.0% | Reduced |
| Sabal Trust CO | 31,713 | $1.58M | 0.10% | +31,713 | New |
| Cullinan Associates Inc | 31,661 | $1.57M | 0.09% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 31,619 | $1.57M | 0.12% | −135−0.4% | Reduced |
| Pathstone Family Office, LLC | 30,579 | $1.55M | 0.02% | −2,130−6.5% | Reduced |
| Summit Global Investments | 31,130 | $1.55M | 0.10% | +4,225+15.7% | Added |
| Delta Financial Advisors LLC | 30,701 | $1.53M | 0.67% | +1,352+4.6% | Added |
| New England Research & Management, Inc. | 30,647 | $1.52M | 0.88% | −14,793−32.6% | Reduced |
| Assenagon Asset Management S.A. | 30,260 | $1.50M | 0.01% | −15,141−33.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 30,202 | $1.50M | 0.04% | +4,202+16.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 29,969 | $1.49M | 0.11% | +287+1.0% | Added |
| Moors & Cabot, Inc. | 29,925 | $1.49M | 0.10% | +468+1.6% | Added |
| Financial Advocates Investment Management | 29,079 | $1.45M | 0.11% | −46−0.2% | Reduced |
| Estate Counselors, LLC | 28,990 | $1.44M | 0.18% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 28,782 | $1.43M | 0.06% | +1,478+5.4% | Added |
| Merit Financial Group, LLC | 28,756 | $1.43M | 0.05% | +553+2.0% | Added |
| Burney Co | 28,511 | $1.42M | 0.06% | −2,090−6.8% | Reduced |
| Barden Capital Management, Inc. | 28,484 | $1.42M | 1.56% | −3,834−11.9% | Reduced |
| AXS Investments LLC | 28,265 | $1.41M | 0.38% | +3,123+12.4% | Added |
| Bleakley Financial Group, LLC | 28,042 | $1.39M | 0.04% | +1,138+4.2% | Added |
| Sawtooth Solutions, LLC | 28,039 | $1.39M | 0.04% | +1,116+4.1% | Added |
| Glenview Trust Co | 27,981 | $1.39M | 0.04% | −2,646−8.6% | Reduced |
| Goelzer Investment Management, Inc. | 27,968 | $1.39M | 0.12% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 27,649 | $1.37M | 0.03% | −45,865−62.4% | Reduced |
| Romano Brothers and Company | 27,422 | $1.36M | 0.20% | −1,500−5.2% | Reduced |
| MAI Capital Management | 27,256 | $1.35M | 0.02% | −2,533−8.5% | Reduced |
| C2C Wealth Management, LLC | 24,425 | $1.33M | 0.18% | +25+0.1% | Added |
| Beacon Pointe Advisors, LLC | 26,827 | $1.33M | 0.02% | −6,767−20.1% | Reduced |
| KCM Investment Advisors LLC | 26,398 | $1.31M | 0.05% | −2,151−7.5% | Reduced |
| Woodstock Corp | 26,371 | $1.31M | 0.15% | −145−0.5% | Reduced |
| Westpac Banking Corp | 26,349 | $1.31M | 0.09% | −126,506−82.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,335 | $1.31M | 0.03% | +113+0.4% | Added |
| Central Trust Co | 26,199 | $1.30M | 0.04% | −805−3.0% | Reduced |
| CIBC World Markets Inc. | 26,130 | $1.30M | 0.00% | +1,207+4.8% | Added |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.29M | 0.19% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,000 | $1.29M | 0.02% | +553+2.2% | Added |
| Empirical Finance, LLC | 25,999 | $1.29M | 0.10% | +2,902+12.6% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.28M | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 25,654 | $1.27M | 0.30% | +1,459+6.0% | Added |
| Erste Asset Management GmbH | 25,700 | $1.27M | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 25,494 | $1.27M | 0.02% | +2,566+11.2% | Added |
| TownSquare Capital, LLC | 25,325 | $1.26M | 0.02% | +2,830+12.6% | Added |
| First Manhattan Co | 24,990 | $1.24M | 0.00% | +228+0.9% | Added |
| Principle Wealth Partners LLC | 24,970 | $1.24M | 0.12% | −225−0.9% | Reduced |
| Seven Eight Capital, LP | 24,038 | $1.19M | 0.20% | +24,038 | New |
| Hartford Financial Management Inc. | 23,735 | $1.18M | 0.29% | +81+0.3% | Added |
| Neville Rodie & Shaw Inc | 23,504 | $1.17M | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 23,355 | $1.16M | 0.01% | −41,960−64.2% | Reduced |
| Orion Portfolio Solutions, LLC | 23,355 | $1.16M | 0.01% | −41,960−64.2% | Reduced |
| Curbstone Financial Management Corp | 23,268 | $1.16M | 0.28% | −250−1.1% | Reduced |
| Sciencast Management LP | 23,274 | $1.16M | 0.94% | +7,079+43.7% | Added |
| Echo Street Capital Management LLC | 23,217 | $1.15M | 0.01% | +18,167+359.7% | Added |
| Lazard Freres Gestion S.A.S. | 23,210 | $1.15M | 0.04% | −475−2.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 23,083 | $1.15M | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 23,025 | $1.15M | 0.10% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 22,956 | $1.14M | 0.32% | −827−3.5% | Reduced |
| Lakewood Asset Management LLC | 22,861 | $1.14M | 0.89% | −10,193−30.8% | Reduced |
| Integrated Wealth Concepts LLC | 22,790 | $1.13M | 0.02% | +360+1.6% | Added |
| Lake Street Advisors Group, LLC | 22,716 | $1.13M | 0.06% | +219+1.0% | Added |
| Birch Hill Investment Advisors LLC | 22,695 | $1.13M | 0.06% | −340−1.5% | Reduced |
| Salem Investment Counselors Inc | 22,440 | $1.12M | 0.04% | −526−2.3% | Reduced |
| Garrison Point Advisors, LLC | 22,275 | $1.11M | 0.80% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 22,232 | $1.10M | 0.05% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 22,160 | $1.10M | 0.01% | +22,160 | New |
| Alpha DNA Investment Management LLC | 22,157 | $1.10M | 0.62% | +22,157 | New |
| Hunter Associates Investment Management LLC | 22,022 | $1.10M | 0.21% | −400−1.8% | Reduced |
| Aigen Investment Management, LP | 21,971 | $1.09M | 0.16% | +9,109+70.8% | Added |
| Schnieders Capital Management LLC | 21,912 | $1.09M | 0.23% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 21,722 | $1.08M | 0.13% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 21,685 | $1.08M | 0.02% | −87−0.4% | Reduced |
| Greenleaf Trust | 21,486 | $1.07M | 0.01% | −364−1.7% | Reduced |
| Wetherby Asset Management Inc | 21,372 | $1.06M | 0.06% | −249−1.2% | Reduced |
| Quantum Private Wealth, LLC | 21,071 | $1.05M | 0.48% | +140+0.7% | Added |
| Liberty Capital Management, Inc. | 20,952 | $1.04M | 0.31% | +125+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 20,920 | $1.04M | 0.02% | −9,745−31.8% | Reduced |
| Bayesian Capital Management, LP | 20,600 | $1.02M | 0.11% | +20,600 | New |
| InTrack Investment Management Inc | 20,530 | $1.02M | 0.83% | +13,222+180.9% | Added |
| CAPROCK Group, Inc. | 20,252 | $1.01M | 0.07% | −418−2.0% | Reduced |
| Panagora Asset Management Inc | 20,158 | $1.00M | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 20,006 | $998.0K | 0.15% | 00.0% | Unchanged |
| Colony Group LLC | 20,001 | $994.0K | 0.01% | +32+0.2% | Added |
| Kinneret Advisory, LLC | 19,889 | $992.4K | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 19,941 | $991.3K | 0.04% | −60−0.3% | Reduced |
| Kraematon Investment Advisors, Inc | 19,937 | $991.1K | 1.09% | −273−1.4% | Reduced |
| Vestcor Inc | 19,816 | $985.0K | 0.04% | −57−0.3% | Reduced |