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 |
|---|---|---|---|---|---|
| Ahl Investment Management, Inc. | 19,675 | $978.0K | 0.87% | −635−3.1% | Reduced |
| Sigma Planning Corp | 19,670 | $977.8K | 0.04% | +369+1.9% | Added |
| Clearstead Advisors, LLC | 19,666 | $977.6K | 0.06% | +2,701+15.9% | Added |
| Roberts Glore & Co Inc | 19,660 | $977.3K | 0.31% | −255−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 19,567 | $972.7K | 0.02% | −277−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 19,488 | $968.7K | 0.00% | +19,485+649,500.0% | Added |
| Boston Private Wealth LLC | 19,446 | $966.7K | 0.02% | −9,368−32.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,366 | $962.7K | 0.10% | +6,204+47.1% | Added |
| Segall Bryant & Hamill, LLC | 19,322 | $960.5K | 0.01% | −6,470−25.1% | Reduced |
| Bollard Group LLC | 19,276 | $958.0K | 0.03% | +101+0.5% | Added |
| United Services Automobile Association | 19,120 | $950.5K | 0.03% | 00.0% | Unchanged |
| Lipe & Dalton | 19,076 | $948.0K | 0.54% | −740−3.7% | Reduced |
| Banque Pictet & Cie SA | 19,057 | $947.3K | 0.01% | +19,057 | New |
| Davis Investment Partners, LLC | 17,301 | $945.8K | 0.45% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $944.5K | 0.23% | 00.0% | Unchanged |
| IFP Advisors, Inc | 78,693 | $944.3K | 0.05% | −10,850−12.1% | Reduced |
| Patten & Patten Inc | 18,934 | $941.2K | 0.08% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 18,895 | $939.3K | 0.03% | −48−0.3% | Reduced |
| Buffington Mohr McNeal | 18,845 | $936.8K | 0.20% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 18,767 | $932.9K | 0.02% | −124,400−86.9% | Reduced |
| Citadel Advisors LLC | 18,698 | $929.5K | 0.00% | +14,666+363.7% | Added |
| Everence Capital Management Inc | 22,720 | $929.0K | 0.08% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 18,653 | $927.2K | 0.03% | +5,593+42.8% | Added |
| First Hawaiian Bank | 18,638 | $926.5K | 0.03% | −13−0.1% | Reduced |
| Qtron Investments LLC | 18,533 | $921.3K | 0.17% | −2,581−12.2% | Reduced |
| Caxton Associates LP | 18,457 | $917.5K | 0.14% | +18,457 | New |
| Park Avenue Securities LLC | 18,374 | $913.0K | 0.01% | +3,135+20.6% | Added |
| San Luis Wealth Advisors LLC | 18,063 | $898.0K | 0.32% | +18,063 | New |
| Wendell David Associates Inc | 17,920 | $891.0K | 0.10% | −100−0.6% | Reduced |
| True Wealth Design, LLC | 17,873 | $888.5K | 0.32% | −418−2.3% | Reduced |
| RSM US Wealth Management LLC | 17,761 | $882.9K | 0.03% | −424−2.3% | Reduced |
| Morningstar Investment Services LLC | 17,807 | $881.0K | 0.01% | +1,368+8.3% | Added |
| Modera Wealth Management, LLC | 17,669 | $878.3K | 0.02% | +17,669 | New |
| Caldwell Trust Co | 17,640 | $876.9K | 0.11% | −164−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 17,434 | $866.6K | 0.03% | +7,428+74.2% | Added |
| Mach-1 Financial Group, Inc. | 17,274 | $858.7K | 0.34% | +17,274 | New |
| Kestra Private Wealth Services, LLC | 17,050 | $847.6K | 0.03% | +3,445+25.3% | Added |
| Home Federal Bank of Tennessee | 17,007 | $845.4K | 0.30% | −217−1.3% | Reduced |
| Valley Brook Capital Group | 16,993 | $844.7K | 0.78% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 16,901 | $840.1K | 0.06% | +174+1.0% | Added |
| Tokio Marine Asset Management Co Ltd | 16,831 | $836.7K | 0.05% | +723+4.5% | Added |
| City Holding Co | 16,800 | $834.9K | 0.14% | −1,411−7.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 16,790 | $831.0K | 0.03% | −422−2.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 16,643 | $827.3K | 0.10% | −250−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,529 | $821.7K | 0.01% | +72+0.4% | Added |
| Fractal Investments LLC | 16,501 | $820.3K | 0.18% | −4,395−21.0% | Reduced |
| Flputnam Investment Management Co | 16,495 | $820.0K | 0.02% | +7,410+81.6% | Added |
| Meeder Advisory Services, Inc. | 16,468 | $818.6K | 0.09% | +820+5.2% | Added |
| Westhampton Capital, LLC | 16,457 | $818.1K | 0.53% | −50−0.3% | Reduced |
| Advisory Services Network, LLC | 16,404 | $815.5K | 0.02% | +270+1.7% | Added |
| Parallel Advisors, LLC | 16,347 | $812.7K | 0.03% | −544−3.2% | Reduced |
| Baldwin Investment Management, LLC | 16,227 | $806.6K | 0.13% | +1,300+8.7% | Added |
| Wedmont Private Capital | 14,891 | $801.7K | 0.09% | −1,255−7.8% | Reduced |
| Trust Co of Toledo NA | 16,123 | $801.5K | 0.14% | +60+0.4% | Added |
| Intellectus Partners, LLC | 16,042 | $800.4K | 0.24% | +16,042 | New |
| Wedbush Securities Inc | 15,968 | $794.0K | 0.04% | +342+2.2% | Added |
| Bank of Hawaii | 15,815 | $786.2K | 0.04% | −45−0.3% | Reduced |
| Tower Bridge Advisors | 15,764 | $783.6K | 0.07% | −3,415−17.8% | Reduced |
| Prospera Financial Services Inc | 15,694 | $780.4K | 0.03% | +308+2.0% | Added |
| Trellis Wealth Advisors LLC | 15,492 | $770.1K | 0.51% | +1,051+7.3% | Added |
| Cascade Investment Advisors, Inc. | 15,458 | $768.4K | 0.57% | +15,045+3,642.9% | Added |
| Penserra Capital Management LLC | 15,478 | $767.0K | 0.02% | +5,525+55.5% | Added |
| Prelude Capital Management, LLC | 15,423 | $766.7K | 0.06% | +15,423 | New |
| Alberta Investment Management Corp | 15,400 | $765.5K | 0.01% | −1,637−9.6% | Reduced |
| Scotia Capital Inc. | 15,309 | $761.0K | 0.01% | +146+1.0% | Added |
| Umb Bank N A | 15,209 | $756.0K | 0.01% | −495−3.2% | Reduced |
| TrinityPoint Wealth, LLC | 15,155 | $753.4K | 0.15% | +321+2.2% | Added |
| Estabrook Capital Management | 15,155 | $753.4K | 0.13% | −35−0.2% | Reduced |
| Montag A & Associates Inc | 15,095 | $753.2K | 0.05% | +90+0.6% | Added |
| Pring Turner Capital Group Inc | 15,150 | $753.1K | 0.69% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,054 | $750.5K | 0.02% | −4,429−22.7% | Reduced |
| Compass Wealth Management LLC | 14,826 | $737.0K | 0.22% | −610−4.0% | Reduced |
| ELCO Management Co., LLC | 14,811 | $736.3K | 0.53% | −335−2.2% | Reduced |
| Symphony Financial, Ltd. Co. | 14,851 | $734.9K | 0.18% | +1,379+10.2% | Added |
| Security National Bank of So Dak | 14,780 | $734.7K | 0.52% | +14,780 | New |
| Pitcairn Co | 14,761 | $733.8K | 0.06% | +140+1.0% | Added |
| Curated Wealth Partners LLC | 14,727 | $732.1K | 0.14% | −105−0.7% | Reduced |
| Foster & Motley Inc | 14,532 | $722.0K | 0.06% | +200+1.4% | Added |
| Daymark Wealth Partners, LLC | 14,499 | $720.7K | 0.05% | +7,245+99.9% | Added |
| Bryn Mawr Trust Co | 14,472 | $719.0K | 0.03% | −807−5.3% | Reduced |
| Ar Asset Management Inc | 14,400 | $716.0K | 0.19% | 00.0% | Unchanged |
| Veriti Management LLC | 14,208 | $706.3K | 0.08% | +2,712+23.6% | Added |
| Brendel Financial Advisors LLC | 14,078 | $700.0K | 1.05% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 13,835 | $687.7K | 0.42% | +13,835 | New |
| Amussen Hunsaker Associates LLC | 13,732 | $686.7K | 0.15% | −17−0.1% | Reduced |
| ICW Investment Advisors LLC | 13,789 | $685.4K | 0.37% | +915+7.1% | Added |
| Rossmore Private Capital | 13,776 | $684.8K | 0.10% | 00.0% | Unchanged |
| Lincoln National Corp | 13,773 | $684.7K | 0.01% | −553−3.9% | Reduced |
| Signaturefd, LLC | 13,721 | $682.1K | 0.02% | −749−5.2% | Reduced |
| First City Capital Management, Inc. | 13,701 | $681.1K | 0.40% | −800−5.5% | Reduced |
| N.E.W. Advisory Services LLC | 13,502 | $671.2K | 0.09% | +103+0.8% | Added |
| Bragg Financial Advisors, Inc | 13,486 | $670.4K | 0.04% | −51−0.4% | Reduced |
| Compagnie Lombard Odier SCmA | 13,431 | $667.7K | 0.02% | +530+4.1% | Added |
| Waterford Advisors, LLC | 13,381 | $665.0K | 0.32% | 00.0% | Unchanged |
| Transform Wealth, LLC | 13,164 | $656.8K | 0.06% | −89−0.7% | Reduced |
| Cambridge Trust Co | 13,188 | $655.6K | 0.03% | −292−2.2% | Reduced |
| Holderness Investments Co | 13,162 | $654.3K | 0.24% | +163+1.3% | Added |
| Miller Investment Management, LP | 12,990 | $645.7K | 0.10% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 12,915 | $642.0K | 0.52% | 00.0% | Unchanged |
| Chicago Capital, LLC | 12,906 | $641.6K | 0.03% | +168+1.3% | Added |