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 |
|---|---|---|---|---|---|
| Boston Financial Mangement LLC | 9,198 | $457.2K | 0.02% | −247−2.6% | Reduced |
| Donaldson Capital Management, LLC | 9,179 | $456.3K | 0.02% | −1,125−10.9% | Reduced |
| Monterey Private Wealth, Inc. | 9,147 | $454.7K | 0.22% | −826−8.3% | Reduced |
| Alterity Financial Group, LLC | 9,142 | $454.4K | 0.66% | −800−8.0% | Reduced |
| Country Club Bank | 9,146 | $452.6K | 0.04% | +231+2.6% | Added |
| Chicago Trust Co NA | 9,086 | $451.7K | 0.11% | −319−3.4% | Reduced |
| Beck Mack & Oliver LLC | 9,024 | $448.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 9,005 | $447.6K | 0.02% | −709−7.3% | Reduced |
| Geller Advisors LLC | 8,920 | $445.0K | 0.06% | +8,920 | New |
| EP Wealth Advisors, LLC | 7,586 | $444.6K | 0.01% | −1,923−20.2% | Reduced |
| Bard Financial Services, Inc. | 8,860 | $440.4K | 0.03% | −250−2.7% | Reduced |
| TD Private Client Wealth LLC | 8,828 | $438.8K | 0.02% | +1,377+18.5% | Added |
| Checchi Capital Advisers, LLC | 8,791 | $437.0K | 0.04% | +130+1.5% | Added |
| KG&L Capital Management,LLC | 8,786 | $436.7K | 0.21% | +1,001+12.9% | Added |
| Private Trust Co NA | 8,775 | $436.2K | 0.06% | 00.0% | Unchanged |
| Sky Investment Group LLC | 8,762 | $435.6K | 0.09% | −325−3.6% | Reduced |
| LMR Partners LLP | 8,683 | $431.6K | 0.01% | +8,683 | New |
| Wealthspire Advisors, LLC | 8,675 | $431.2K | 0.01% | −421−4.6% | Reduced |
| Everett Harris & Co | 8,655 | $430.2K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 8,613 | $428.2K | 0.04% | +7+0.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $427.5K | 0.15% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $426.4K | 0.11% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,523 | $423.7K | 0.01% | +1,031+13.8% | Added |
| Leonteq Securities AG | 8,489 | $422.0K | 0.04% | +3,743+78.9% | Added |
| David Loasby | 8,594 | $421.7K | 0.05% | −8,387−49.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,481 | $421.6K | 0.06% | +335+4.1% | Added |
| Invesco, LLC | 8,478 | $421.4K | 0.21% | +8,478 | New |
| Advisor OS, LLC | 8,474 | $421.2K | 0.07% | +8,474 | New |
| Colonial Trust Advisors | 8,422 | $418.7K | 0.05% | −231−2.7% | Reduced |
| CX Institutional | 8,421 | $418.6K | 0.02% | −21−0.2% | Reduced |
| Clarius Group, LLC | 8,371 | $416.1K | 0.03% | −18−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 7,049 | $415.7K | 0.02% | +204+3.0% | Added |
| First Western Trust Bank | 8,360 | $415.6K | 0.02% | −84−1.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 8,340 | $414.6K | 0.07% | −35−0.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $411.8K | 0.14% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 8,254 | $410.3K | 0.22% | +8,254 | New |
| South State Corp. | 8,241 | $409.7K | 0.04% | −207−2.5% | Reduced |
| Oppenheimer Asset Management Inc. | 8,231 | $409.2K | 0.01% | −436−5.0% | Reduced |
| Pointe Capital Management LLC | 8,223 | $408.8K | 0.31% | 00.0% | Unchanged |
| Financial Counselors Inc | 8,215 | $408.0K | 0.01% | −166−2.0% | Reduced |
| Piscataqua Savings Bank | 8,200 | $407.5K | 0.33% | −52−0.6% | Reduced |
| Coldstream Capital Management Inc | 8,185 | $406.9K | 0.01% | −343−4.0% | Reduced |
| Resources Management Corp | 8,170 | $406.0K | 0.06% | +7,515+1,147.3% | Added |
| Rockland Trust Co | 8,096 | $402.5K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 8,085 | $401.9K | 0.07% | +2,785+52.5% | Added |
| Waldron Private Wealth LLC | 8,071 | $401.2K | 0.02% | −1,012−11.1% | Reduced |
| Aspen Investment Management Inc | 8,075 | $401.0K | 0.24% | +8,075 | New |
| Osborne Partners Capital Management, LLC | 8,064 | $400.9K | 0.03% | −1,518−15.8% | Reduced |
| Angeles Investment Advisors, LLC | 8,020 | $400.1K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,012 | $398.3K | 0.01% | −37−0.5% | Reduced |
| Boulder Hill Capital Management LP | 8,000 | $397.7K | 0.77% | +8,000 | New |
| Sunbelt Securities, Inc. | 7,997 | $397.5K | 0.06% | −1,015−11.3% | Reduced |
| Arkadios Wealth Advisors | 7,984 | $396.9K | 0.05% | −115−1.4% | Reduced |
| Farmers Trust Co | 7,972 | $396.3K | 0.08% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 7,970 | $396.2K | 0.14% | −300−3.6% | Reduced |
| NTV Asset Management LLC | 7,949 | $395.1K | 0.07% | −483−5.7% | Reduced |
| Renaissance Technologies LLC | 7,805 | $388.0K | 0.00% | −1,567,626−99.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,780 | $386.7K | 0.07% | +21+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 7,771 | $386.3K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,757 | $385.6K | 0.01% | −5,943−43.4% | Reduced |
| Atwood & Palmer Inc | 7,750 | $385.3K | 0.03% | +400+5.4% | Added |
| Bokf, NA | 7,749 | $385.2K | 0.01% | −46−0.6% | Reduced |
| Old National Bancorp | 7,746 | $385.1K | 0.01% | −386−4.7% | Reduced |
| FDx Advisors, Inc. | 7,743 | $385.0K | 0.02% | −2,024−20.7% | Reduced |
| Chemung Canal Trust Co | 7,695 | $382.5K | 0.08% | −175−2.2% | Reduced |
| Financial Advisory Group | 7,695 | $382.5K | 0.08% | −300−3.8% | Reduced |
| Proffitt & Goodson Inc | 7,653 | $380.4K | 0.08% | +76+1.0% | Added |
| Desjardins Global Asset Management Inc. | 7,647 | $380.1K | 0.04% | −531−6.5% | Reduced |
| Washington Trust Advisors, Inc. | 7,631 | $379.3K | 0.04% | 00.0% | Unchanged |
| Investment House LLC | 7,629 | $379.2K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 7,629 | $379.2K | 0.12% | +575+8.2% | Added |
| Asset Dedication, LLC | 7,530 | $378.0K | 0.03% | −46−0.6% | Reduced |
| Peoples Financial Services Corp. | 7,600 | $377.7K | 0.17% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 7,587 | $377.1K | 0.04% | −29−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 7,517 | $373.7K | 0.07% | −30−0.4% | Reduced |
| Fruth Investment Management | 7,481 | $371.0K | 0.11% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 7,388 | $368.6K | 0.04% | −95−1.3% | Reduced |
| Meridian Investment Counsel Inc. | 7,383 | $367.0K | 0.13% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,355 | $365.6K | 0.05% | −836−10.2% | Reduced |
| Harbour Investments, Inc. | 7,345 | $365.1K | 0.02% | +3,362+84.4% | Added |
| Azimuth Capital Investment Management LLC | 7,315 | $363.6K | 0.02% | −50−0.7% | Reduced |
| NorthRock Partners, LLC | 7,254 | $360.6K | 0.04% | −33−0.5% | Reduced |
| Enterprise Financial Services Corp | 7,235 | $359.7K | 0.23% | −10−0.1% | Reduced |
| TCTC Holdings, LLC | 7,222 | $359.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,221 | $359.0K | 0.01% | −58−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 7,203 | $358.1K | 0.01% | +5,635+359.4% | Added |
| First National Trust Co | 7,132 | $354.5K | 0.02% | +619+9.5% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $354.5K | 0.09% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,098 | $354.2K | 0.03% | −19−0.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 7,118 | $353.8K | 0.12% | −1,150−13.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,111 | $353.5K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 7,081 | $352.0K | 0.04% | −997−12.3% | Reduced |
| Rothschild Investment Corp | 7,052 | $351.0K | 0.03% | +873+14.1% | Added |
| SYSTM Wealth Solutions LLC | 7,057 | $350.8K | 0.05% | −865−10.9% | Reduced |
| Fortune Financial Advisors, LLC | 7,057 | $350.8K | 0.26% | +7,057 | New |
| Siemens Fonds Invest GmbH | 7,080 | $350.2K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 7,036 | $349.7K | 0.01% | −1,027−12.7% | Reduced |
| SeaCrest Wealth Management, LLC | 7,033 | $349.6K | 0.04% | −282−3.9% | Reduced |
| McDonald Partners LLC | 7,024 | $349.2K | 0.11% | −570−7.5% | Reduced |
| Ballentine Partners, LLC | 7,020 | $349.0K | 0.01% | +332+5.0% | Added |