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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 12,879 | $640.2K | 0.03% | −63−0.5% | Reduced |
| Montecito Bank & Trust | 12,868 | $639.7K | 0.15% | 00.0% | Unchanged |
| Excalibur Management Corp | 12,868 | $639.7K | 0.33% | −125−1.0% | Reduced |
| Benedict Financial Advisors Inc | 12,831 | $637.8K | 0.18% | +51+0.4% | Added |
| Means Investment Co., Inc. | 12,803 | $636.4K | 0.10% | +20.0% | Added |
| Auto-Owners Insurance Co | 12,787 | $635.6K | 0.02% | 00.0% | Unchanged |
| Forte Capital LLC | 12,501 | $621.4K | 0.09% | −410−3.2% | Reduced |
| Busey Wealth Management | 12,495 | $621.1K | 0.03% | −140−1.1% | Reduced |
| Courier Capital LLC | 12,495 | $621.1K | 0.05% | −150−1.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 12,442 | $618.5K | 0.10% | −620−4.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 12,400 | $616.4K | 0.11% | −3,100−20.0% | Reduced |
| Symmetry Partners, LLC | 12,366 | $615.0K | 0.03% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 12,355 | $614.2K | 0.00% | +1,472+13.5% | Added |
| Webster Bank, N. A. | 12,330 | $612.9K | 0.08% | −612−4.7% | Reduced |
| Apollon Wealth Management, LLC | 12,314 | $612.1K | 0.03% | +1,043+9.3% | Added |
| Allred Capital Management, LLC | 12,312 | $612.0K | 0.30% | −98−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 12,258 | $609.3K | 0.03% | −673−5.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 12,234 | $608.2K | 0.02% | +501+4.3% | Added |
| GYL Financial Synergies, LLC | 12,214 | $607.2K | 0.06% | +231+1.9% | Added |
| Horizon Investments, LLC | 12,141 | $603.5K | 0.02% | −1,818−13.0% | Reduced |
| Meridian Management Co | 12,085 | $600.7K | 0.19% | −12−0.1% | Reduced |
| Crestwood Advisors Group LLC | 12,076 | $600.3K | 0.02% | −355−2.9% | Reduced |
| Columbia Asset Management | 12,003 | $597.0K | 0.13% | −340−2.8% | Reduced |
| Burns J W & Co Inc | 11,997 | $596.0K | 0.10% | −466−3.7% | Reduced |
| Wahed Invest LLC | 11,981 | $595.6K | 0.21% | +1,075+9.9% | Added |
| Barnett & Company, Inc. | 11,800 | $586.6K | 0.44% | +11,800 | New |
| Freestone Capital Holdings, LLC | 11,785 | $585.8K | 0.02% | +205+1.8% | Added |
| Personal Cfo Solutions, LLC | 11,728 | $583.0K | 0.12% | +32+0.3% | Added |
| Venture Visionary Partners LLC | 11,714 | $582.4K | 0.03% | −1,477−11.2% | Reduced |
| Avestar Capital, LLC | 11,679 | $580.6K | 0.10% | −201−1.7% | Reduced |
| Soltis Investment Advisors LLC | 11,536 | $573.5K | 0.07% | +30.0% | Added |
| Simmons Bank | 11,452 | $569.3K | 0.05% | +112+1.0% | Added |
| Shayne & Co., LLC | 11,310 | $562.2K | 0.29% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 11,249 | $559.2K | 0.42% | +11,249 | New |
| Ledyard National Bank | 11,198 | $556.7K | 0.06% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 11,157 | $554.6K | 0.23% | +10.0% | Added |
| Stock Yards Bank & Trust Co | 11,117 | $552.6K | 0.02% | −50.0% | Reduced |
| Laurel Wealth Advisors LLC | 11,107 | $552.1K | 0.11% | −150−1.3% | Reduced |
| Dover Advisors, LLC | 11,062 | $551.9K | 0.49% | +12+0.1% | Added |
| Capital City Trust Co | 11,090 | $551.3K | 0.17% | −39−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,008 | $547.0K | 0.06% | −352−3.1% | Reduced |
| Waters Parkerson & Co., LLC | 10,967 | $545.0K | 0.03% | −1,000−8.4% | Reduced |
| Boston Trust Walden Corp | 10,937 | $543.7K | 0.00% | 00.0% | Unchanged |
| Wexford Capital LP | 10,909 | $542.3K | 0.11% | +10,909 | New |
| Fishman Jay A Ltd | 10,900 | $541.8K | 0.07% | −1,700−13.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,872 | $540.4K | 0.10% | +756+7.5% | Added |
| Aull & Monroe Investment Management Corp | 10,856 | $539.7K | 0.27% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10,836 | $538.7K | 0.06% | −206−1.9% | Reduced |
| Community Bank, N.A. | 10,825 | $538.0K | 0.07% | −600−5.3% | Reduced |
| True North Advisors, LLC | 10,812 | $537.5K | 0.15% | −4,667−30.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,799 | $536.8K | 0.03% | −264−2.4% | Reduced |
| River Wealth Advisors LLC | 10,796 | $536.7K | 0.09% | −399−3.6% | Reduced |
| CFO4Life Group, LLC | 10,791 | $536.4K | 0.12% | −733−6.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,767 | $535.2K | 0.01% | +10,767 | New |
| Quadrant Capital Group LLC | 10,739 | $533.9K | 0.05% | −1,039−8.8% | Reduced |
| Jacobi Capital Management LLC | 10,739 | $533.8K | 0.06% | +446+4.3% | Added |
| Grimes & Company, Inc. | 10,689 | $531.3K | 0.02% | +43+0.4% | Added |
| Independent Advisor Alliance | 10,679 | $530.9K | 0.02% | +299+2.9% | Added |
| Lido Advisors, LLC | 10,655 | $529.7K | 0.01% | +10,655 | New |
| TD Waterhouse Canada Inc. | 10,364 | $524.0K | 0.01% | −355−3.3% | Reduced |
| Brookfield Asset Management Inc. | 10,470 | $520.5K | 0.00% | −181,704−94.6% | Reduced |
| Bull Street Advisors, LLC | 10,347 | $514.0K | 0.26% | −35−0.3% | Reduced |
| Trust Co of Virginia | 10,241 | $509.1K | 0.05% | −695−6.4% | Reduced |
| Carret Asset Management, LLC | 10,086 | $501.4K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 31,677 | $501.1K | 0.07% | −218−0.7% | Reduced |
| Mather Group, LLC. | 10,058 | $500.0K | 0.01% | +894+9.8% | Added |
| Boyd Watterson Asset Management LLC | 10,018 | $498.0K | 0.20% | +7+0.1% | Added |
| Valeo Financial Advisors, LLC | 10,002 | $497.2K | 0.02% | −2,218−18.2% | Reduced |
| Carmignac Gestion | 10,000 | $497.1K | 0.01% | +5,000+100.0% | Added |
| Cigna Investments Inc | 10,017 | $497.0K | 0.09% | 00.0% | Unchanged |
| Canal Insurance CO | 10,000 | $497.0K | 0.14% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $497.0K | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,997 | $497.0K | 0.01% | +231+2.4% | Added |
| Quantinno Capital Management LP | 9,977 | $496.0K | 0.03% | +2,655+36.3% | Added |
| J.W. Cole Advisors, Inc. | 9,960 | $495.1K | 0.04% | −2,516−20.2% | Reduced |
| Groesbeck Investment Management Corp | 9,936 | $494.0K | 0.75% | −2,468−19.9% | Reduced |
| Silver Oak Securities, Inc | 9,947 | $494.0K | 0.08% | +9,947 | New |
| Denali Advisors LLC | 9,926 | $493.4K | 0.17% | −200−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 9,902 | $492.2K | 0.02% | −455−4.4% | Reduced |
| Verdence Capital Advisors LLC | 9,832 | $488.8K | 0.06% | −40−0.4% | Reduced |
| Diversified Trust Co | 9,824 | $488.4K | 0.02% | −3,280−25.0% | Reduced |
| Twin Capital Management Inc | 9,762 | $485.3K | 0.06% | −237−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,735 | $483.9K | 0.04% | +955+10.9% | Added |
| Profund Advisors LLC | 9,712 | $482.8K | 0.03% | +804+9.0% | Added |
| Fiduciary Group LLC | 9,701 | $482.2K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,631 | $478.9K | 0.02% | −171−1.7% | Reduced |
| Washington Capital Management Inc | 9,600 | $477.2K | 0.41% | +9,600 | New |
| DFPG Investments, LLC | 8,629 | $476.6K | 0.04% | +708+8.9% | Added |
| Gotham Asset Management, LLC | 9,538 | $474.1K | 0.01% | −36,098−79.1% | Reduced |
| 1st Source Bank | 9,511 | $472.8K | 0.03% | −25−0.3% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $471.6K | 0.04% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 9,485 | $471.5K | 0.03% | −298−3.0% | Reduced |
| Beck Capital Management, LLC | 9,394 | $467.0K | 0.18% | +9,394 | New |
| Charter Trust Co | 9,344 | $464.5K | 0.04% | −450−4.6% | Reduced |
| National Wealth Management Group, LLC | 8,081 | $463.8K | 0.48% | +8,081 | New |
| Ci Investments Inc. | 9,308 | $463.0K | 0.00% | +201+2.2% | Added |
| Exencial Wealth Advisors, LLC | 9,277 | $461.2K | 0.02% | +202+2.2% | Added |
| Riverwater Partners LLC | 9,254 | $460.0K | 0.41% | +9,254 | New |
| Graypoint LLC | 9,235 | $459.1K | 0.05% | −1,644−15.1% | Reduced |
| Tucker Asset Management LLC | 9,219 | $458.3K | 0.13% | 00.0% | Unchanged |