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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 7,003 | $348.1K | 0.13% | −35−0.5% | Reduced |
| Cornerstone Wealth Management, LLC | 6,926 | $344.3K | 0.03% | −1,512−17.9% | Reduced |
| Wellington Shields Capital Management, LLC | 6,925 | $344.2K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,916 | $343.8K | 0.01% | +1,822+35.8% | Added |
| Bell Investment Advisors, Inc | 6,891 | $342.6K | 0.08% | −70−1.0% | Reduced |
| Farmers National Bank | 6,842 | $340.1K | 0.12% | 00.0% | Unchanged |
| Wade G W & Inc | 6,836 | $340.0K | 0.01% | −577−7.8% | Reduced |
| TFG Advisers LLC | 6,835 | $339.8K | 0.15% | +420+6.5% | Added |
| Court Place Advisors, LLC | 6,827 | $339.4K | 0.12% | −587−7.9% | Reduced |
| Evergreen Capital Management LLC | 6,806 | $339.3K | 0.01% | +1,152+20.4% | Added |
| Avantax Planning Partners, Inc. | 6,815 | $338.8K | 0.01% | +204+3.1% | Added |
| Woodmont Investment Counsel LLC | 6,760 | $336.0K | 0.03% | +80+1.2% | Added |
| AlphaCore Capital LLC | 6,730 | $334.5K | 0.05% | +6,730 | New |
| Athena Investment Management | 6,718 | $334.0K | 0.23% | 00.0% | Unchanged |
| Papp L Roy & Associates | 6,716 | $333.9K | 0.04% | −1,835−21.5% | Reduced |
| Ancora Advisors, LLC | 6,679 | $332.0K | 0.01% | −172−2.5% | Reduced |
| Aptus Capital Advisors, LLC | 6,663 | $331.2K | 0.01% | −978−12.8% | Reduced |
| Argent Capital Management LLC | 6,660 | $331.1K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 6,651 | $330.6K | 0.02% | −1,266−16.0% | Reduced |
| Balentine LLC | 6,573 | $326.7K | 0.01% | −671−9.3% | Reduced |
| Basepoint Wealth LLC | 6,522 | $324.2K | 0.27% | −300−4.4% | Reduced |
| Affinity Investment Advisors, LLC | 6,520 | $324.1K | 0.19% | +6,520 | New |
| Berkshire Asset Management LLC | 6,461 | $321.2K | 0.02% | −243−3.6% | Reduced |
| Security National Bank | 6,454 | $320.8K | 0.08% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,448 | $320.5K | 0.01% | +1,286+24.9% | Added |
| Buckingham Strategic Wealth, LLC | 6,429 | $319.6K | 0.00% | +708+12.4% | Added |
| Proficio Capital Partners LLC | 6,424 | $319.3K | 0.04% | −985−13.3% | Reduced |
| Berkshire Bank | 6,420 | $319.1K | 0.09% | −1,133−15.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $318.1K | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,393 | $317.8K | 0.03% | −54−0.8% | Reduced |
| Forbes J M & Co LLP | 6,380 | $317.0K | 0.04% | −5−0.1% | Reduced |
| Institutional & Family Asset Management, LLC | 6,359 | $316.1K | 0.05% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 6,348 | $315.6K | 0.01% | −18,389−74.3% | Reduced |
| Allworth Financial LP | 6,340 | $315.2K | 0.00% | −410−6.1% | Reduced |
| BSW Wealth Partners | 6,340 | $315.2K | 0.07% | −81−1.3% | Reduced |
| Tiemann Investment Advisors, LLC | 6,333 | $314.8K | 0.16% | −38−0.6% | Reduced |
| MEMBERS Trust Co | 6,332 | $314.8K | 0.01% | +6,332 | New |
| U.S. Capital Wealth Advisors, LLC | 6,317 | $314.0K | 0.01% | +6,317 | New |
| Clear Harbor Asset Management, LLC | 6,299 | $313.1K | 0.03% | +1,100+21.2% | Added |
| Spire Wealth Management | 6,294 | $312.9K | 0.01% | −2,138−25.4% | Reduced |
| LCM Capital Management Inc | 6,263 | $311.3K | 0.25% | −20−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 6,261 | $311.3K | 0.02% | +1,053+20.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,236 | $310.0K | 0.00% | +200+3.3% | Added |
| Meridian Wealth Management, LLC | 6,220 | $309.2K | 0.03% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 6,190 | $307.7K | 0.05% | −1,180−16.0% | Reduced |
| Garden State Investment Advisory Services LLC | 6,183 | $307.4K | 0.14% | +47+0.8% | Added |
| Center For Asset Management LLC | 6,145 | $305.5K | 0.29% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,123 | $304.4K | 0.03% | −2,786−31.3% | Reduced |
| 9258 Wealth Management, LLC | 6,123 | $304.4K | 0.06% | +454+8.0% | Added |
| LVW Advisors, LLC | 6,025 | $299.5K | 0.06% | +22+0.4% | Added |
| New Hampshire Trust | 6,016 | $299.1K | 0.08% | 00.0% | Unchanged |
| Systematic Financial Management LP | 6,000 | $298.3K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $298.3K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $298.3K | 0.06% | 00.0% | Unchanged |
| General Partner, Inc. | 6,000 | $298.3K | 0.25% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 6,000 | $298.3K | 0.00% | +6,000 | New |
| Prime Capital Investment Advisors, LLC | 5,975 | $297.0K | 0.01% | +1,014+20.4% | Added |
| Calamos Wealth Management LLC | 5,957 | $296.1K | 0.02% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 5,942 | $295.3K | 0.13% | +178+3.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,909 | $293.7K | 0.01% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,900 | $293.3K | 0.09% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 5,894 | $293.0K | 0.05% | +1,266+27.4% | Added |
| Howland Capital Management LLC | 5,853 | $292.0K | 0.02% | −105−1.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 5,869 | $291.7K | 0.03% | −1,500−20.4% | Reduced |
| Bath Savings Trust Co | 5,853 | $291.0K | 0.03% | −197−3.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,812 | $288.9K | 0.17% | −281−4.6% | Reduced |
| Adirondack Trust Co | 4,853 | $288.9K | 0.14% | −316−6.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,802 | $288.0K | 0.09% | −115−1.9% | Reduced |
| St Germain D J Co Inc | 5,785 | $287.6K | 0.02% | +5,785 | New |
| LMCG Investments, LLC | 5,782 | $287.4K | 0.02% | −8−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 5,744 | $285.5K | 0.01% | +328+6.1% | Added |
| Caisse de Depot Et Placement du Quebec | 5,737 | $285.2K | 0.00% | −245,399−97.7% | Reduced |
| First Citizens Bank & Trust Co | 5,732 | $284.9K | 0.01% | −80−1.4% | Reduced |
| Northwest Bancshares, Inc. | 5,714 | $284.0K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,672 | $282.0K | 0.03% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,713 | $281.3K | 0.05% | −758−11.7% | Reduced |
| Cobblestone Capital Advisors LLC | 5,652 | $281.0K | 0.02% | −150−2.6% | Reduced |
| S.A. Mason LLC | 6,124 | $280.2K | 0.20% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 5,631 | $279.9K | 0.02% | −662−10.5% | Reduced |
| Endowment Wealth Management, Inc. | 5,627 | $279.7K | 0.26% | +397+7.6% | Added |
| Hancock Whitney Corp | 5,618 | $279.0K | 0.01% | −32−0.6% | Reduced |
| Essex Savings Bank | 5,593 | $278.0K | 0.09% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,588 | $277.8K | 0.00% | −85−1.5% | Reduced |
| Congress Wealth Management LLC | 5,582 | $277.5K | 0.01% | +133+2.4% | Added |
| Northeast Investment Management | 5,563 | $276.5K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 5,551 | $275.9K | 0.01% | −93−1.6% | Reduced |
| Sentry Investment Management LLC | 5,535 | $275.0K | 0.10% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,531 | $275.0K | 0.27% | 00.0% | Unchanged |
| Shelton Capital Management | 5,521 | $274.4K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,500 | $273.4K | 0.13% | +950+20.9% | Added |
| Leavell Investment Management, Inc. | 5,457 | $272.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5,458 | $271.3K | 0.18% | −600−9.9% | Reduced |
| Anchor Investment Management, LLC | 5,455 | $271.2K | 0.03% | +50+0.9% | Added |
| Heritage Trust Co | 5,447 | $270.8K | 0.04% | −17−0.3% | Reduced |
| FRG Family Wealth Advisors LLC | 5,426 | $269.7K | 0.06% | −275−4.8% | Reduced |
| New England Capital Financial Advisors LLC | 5,399 | $268.4K | 0.18% | −73−1.3% | Reduced |
| Axxcess Wealth Management, LLC | 5,398 | $268.3K | 0.02% | +5,398 | New |
| Integrated Advisors Network LLC | 5,380 | $267.5K | 0.02% | +219+4.2% | Added |
| Claro Advisors LLC | 5,319 | $264.4K | 0.07% | +19+0.4% | Added |
| Cambridge Advisors Inc. | 5,301 | $263.5K | 0.07% | −700−11.7% | Reduced |