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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.

Q3 2023 vs. Q2 2023

How the institutions holding Carrier Global Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of CARR: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,261151,316+70
Shares771.1M3.32M777.3M+9.54M (+1.2%)
Value$38.3B$165.1M$42.9B+$4.77B (+12.5%)

15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (138)

Institutions that held Carrier Global Corp at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 138 by value.

Institutions new to CARR in Q3 2023
InstitutionSharesValue% of portfolio
C WorldWide Group Holding A/S4,723,934$260.8M3.56%
Pictet Asset Management Holding SA4,603,940$254.1M0.31%
First Republic Investment Management, Inc.882,883$48.7M0.14%
Wealth Enhancement Advisory Services, LLC638,532$35.2M0.12%
Comerica Bank382,381$21.1M0.11%
Payden & Rygel Investment Group319,170$17.6M1.38%
Sagefield Capital LP199,256$11.0M1.55%
Northwest & Ethical Investments L.P.188,605$10.4M0.35%
Private Capital Advisors, Inc.188,128$8.97M1.38%
Windward Capital Management Co161,253$8.90M0.87%
Westchester Capital Management, LLC123,000$6.79M0.23%
Granite Bay Wealth Management, LLC94,510$5.21M0.05%
Richard Bernstein Advisors LLC65,977$3.64M0.08%
WBI Investments65,611$3.62M0.73%
Circle Wealth Management, LLC65,594$3.62M0.09%
Welch Group, LLC63,525$3.51M0.21%
Marsico Capital Management LLC51,855$2.86M0.12%
QRG Capital Management, Inc.50,829$2.81M0.05%
Portolan Capital Management, LLC49,709$2.74M0.26%
PEAK6 Investments LLC49,696$2.74M0.13%
Advisors Capital Management, LLC49,603$2.74M0.07%
L & S Advisors Inc43,692$2.41M0.35%
Brasada Capital Management, LP37,700$2.07M0.48%
Formuepleje A/S37,390$2.06M0.19%
Tiaa Trust, National Association35,247$1.95M0.01%
Cornerstone Advisors, LLC32,800$1.81M0.08%
IMC-Chicago, LLC32,724$1.81M0.12%
Hoylecohen, LLC31,920$1.76M0.16%
Twinbeech Capital LP27,233$1.50M0.03%
Envestnet Portfolio Solutions, Inc.22,676$1.25M0.01%
Meeder Asset Management Inc17,924$989.4K0.08%
Knowledge Leaders Capital, LLC17,551$968.8K1.43%
Artemis Investment Management LLP16,505$910.8K0.01%
Friedenthal Financial13,884$766.4K0.52%
Little House Capital LLC11,638$642.4K0.26%
Vident Advisory, LLC10,813$596.9K0.02%
Provenance Wealth Advisors, LLC9,924$547.8K0.09%
GTS Securities LLC8,935$493.2K0.01%
NEOS Investment Management LLC8,935$493.2K0.06%
Stevens Capital Management LP7,941$438.0K0.13%
Harbor Advisors LLC7,411$409.1K0.09%
Boothbay Fund Management, LLC6,925$382.3K0.01%
Americana Partners, LLC6,701$369.9K0.04%
CWM Advisors, LLC6,632$366.1K0.05%
Banco Santander, S.A.6,478$357.6K0.01%
Balyasny Asset Management LLC6,354$350.7K0.00%
Precision Wealth Strategies, LLC6,319$348.8K0.38%
Schonfeld Strategic Advisors LLC6,024$332.5K0.00%
Childress Capital Advisors, LLC5,999$331.1K0.11%
Mission Wealth Management, LP5,902$325.8K0.01%
Procyon Private Wealth Partners, LLC5,808$320.6K0.03%
Citizens Financial Group Inc5,805$320.4K0.01%
Douglas Lane & Associates, LLC5,745$317.1K0.01%
Alps Advisors Inc5,720$315.7K0.00%
Founders Financial Securities LLC5,408$298.5K0.04%
Twelve Points Wealth Management LLC5,381$297.0K0.15%
Syon Capital LLC5,338$294.6K0.04%
KRS Capital Management, LLC5,272$291.0K0.31%
Cidel Asset Management Inc5,176$285.7K0.01%
Holistic Financial Partners4,952$273.4K0.18%
Engineers Gate Manager LP4,839$267.1K0.01%
Cedar Brook Financial Partners, LLC4,697$259.3K0.07%
Trust Investment Advisors4,692$259.0K0.22%
Schechter Investment Advisors, LLC4,464$246.4K0.02%
Hartline Investment Corp4,406$243.2K0.04%
Thoroughbred Financial Services, LLC4,387$242.0K0.02%
Walleye Trading LLC4,332$239.1K0.01%
Massachusetts Wealth Management4,325$238.7K0.22%
Wintrust Investments LLC4,165$230.0K0.02%
Mitchell Sinkler & Starr4,133$228.1K0.07%
Fulton Bank, N.A.4,094$226.0K0.01%
Robertson Stephens Wealth Management, LLC4,034$222.7K0.02%
W.G. Shaheen & Associates DBA Whitney & Co4,013$221.5K0.03%
Mayflower Financial Advisors, LLC3,980$219.7K0.03%
Miracle Mile Advisors, LLC3,971$219.2K0.01%
Mairs & Power Inc3,960$218.6K0.00%
Cypress Capital Group3,927$216.8K0.03%
HCR Wealth Advisors3,913$216.0K0.05%
Keel Point, LLC3,896$215.1K0.03%
Warren Averett Asset Management, LLC3,888$214.6K0.01%
Eudaimonia Partners, LLC3,847$212.4K0.05%
Aries Wealth Management3,985$211.8K0.08%
Teza Capital Management LLC3,830$211.4K0.03%
Angeles Wealth Management, LLC3,815$210.6K0.03%
D'Orazio & Associates, Inc.3,814$210.5K0.05%
Northstar Asset Management LLC3,807$210.1K0.06%
Northeast Financial Consultants Inc3,801$209.8K0.01%
Sheets Smith Wealth Management3,792$209.3K0.03%
PBMares Wealth Management LLC3,787$209.0K0.08%
Todd Asset Management LLC3,785$208.9K0.00%
Baxter Bros Inc3,778$208.6K0.03%
Transcend Wealth Collective, LLC3,754$207.2K0.02%
Marathon Capital Management3,753$207.2K0.05%
Ironwood Investment Counsel, LLC3,744$206.7K0.05%
CPA Asset Management LLC3,740$206.4K0.14%
Worth Financial Advisory Group, LLC3,719$205.3K0.19%
PDS Planning, Inc3,712$204.9K0.03%
First Affirmative Financial Network3,708$204.7K0.20%
Madison Wealth Partners, Inc3,707$204.6K0.10%
Parcion Private Wealth LLC3,700$204.2K0.02%

Sold out (68)

Institutions that held Carrier Global Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of CARR in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Clean Energy Transition LLP1,017,452$50.6M
Causeway Capital Management LLC754,096$37.5M
Virginia Retirement Systems Et Al419,106$20.8M
NFJ Investment Group, LLC243,692$12.1M
Canoe Financial LP200,050$9.95M
Kiwi Wealth Investments Limited Partnership101,291$5.04M
Veritable, L.P.45,060$2.24M
Zurich Insurance Group Ltd35,500$1.76M
M Holdings Securities, Inc.32,593$1.62M
Summit Global Investments31,130$1.55M
Seven Eight Capital, LP24,038$1.19M
Sciencast Management LP23,274$1.16M
Echo Street Capital Management LLC23,217$1.15M
Aigen Investment Management, LP21,971$1.09M
Bayesian Capital Management, LP20,600$1.02M
Healthcare of Ontario Pension Plan Trust Fund19,488$968.7K
Davis Investment Partners, LLC17,301$945.8K
Caxton Associates LP18,457$917.5K
San Luis Wealth Advisors LLC18,063$898.0K
Morningstar Investment Services LLC17,807$881.0K
Vestmark Advisory Solutions, Inc.17,434$866.6K
Intellectus Partners, LLC16,042$800.4K
Symphony Financial, Ltd. Co.14,851$734.9K
Hussman Strategic Advisors, Inc.12,400$616.4K
Wexford Capital LP10,909$542.3K
Brookfield Asset Management Inc.10,470$520.5K
Carmignac Gestion10,000$497.1K
Washington Capital Management Inc9,600$477.2K
National Wealth Management Group, LLC8,081$463.8K
LMR Partners LLP8,683$431.6K
Sherbrooke Park Advisers LLC8,254$410.3K
Versor Investments LP8,085$401.9K
Boulder Hill Capital Management LP8,000$397.7K
Renaissance Technologies LLC7,805$388.0K
Vident Investment Advisory, LLC6,348$315.6K
Howland Capital Management LLC5,853$292.0K
Edge Capital Group, LLC5,631$279.9K
Shay Capital LLC5,000$248.6K
Silicon Valley Capital Partners4,545$225.9K
Townsend & Associates, Inc4,003$215.8K
Intrua Financial, LLC4,116$204.6K
Liberty Wealth Management LLC3,118$200.7K
Prostatis Group LLC149,727$149.7K
Horan Securities, Inc.2,716$135.0K
State of Wyoming2,570$127.8K
Ridgewood Investments LLC2,528$125.7K
Crewe Advisors LLC2,050$101.9K
CVA Family Office, LLC1,687$83.9K
Carmel Capital Partners, LLC1,500$74.6K
Tilia Fiduciary Partners, Inc.1,283$63.8K
Clear Street Markets LLC1,091$54.0K
PCA Investment Advisory Services Inc.1,002$49.8K
Firsthand Capital Management, Inc.1,000$49.7K
Options Solutions, LLC1,000$49.7K
WealthPLAN Partners, LLC631$31.4K
Avalon Trust Co545$27.1K
TD Ameritrade Investment Management, LLC441$22.0K
Disciplined Investments, LLC370$18.4K
Fairfield, Bush & Co.342$17.0K
AlphaMark Advisors, LLC255$13.0K
Albion Financial Group200$9.94K
ICA Group Wealth Management, LLC136$6.76K
Adirondack Retirement Specialists, Inc.40$1.99K
Marquette Asset Management, LLC37$1.84K
Investors Research Corp35$1.74K
Insight Financial Services31$1.54K
Arlington Partners LLC28$1.39K
Sanctuary Wealth Management, L.L.C.28$1.39K

Not filed for Q3 2023 yet (15)

Institutions that held Carrier Global Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CARR in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA3,179,453$158.1M
EA Series Trust37,673$1.87M
Tiaa, FSB35,047$1.74M
McMillion Capital Management Inc33,209$1.65M
Ascension Asset Management LLC13,835$687.7K
Kistler-Tiffany Companies, LLC8,340$414.6K
BDO Wealth Advisors, LLC4,838$240.5K
First Command Bank2,238$111.3K
First Command Financial Services, Inc.2,238$111.3K
First Capital Advisors Group, LLC.1,390$69.1K
BerganKDV Wealth Management, LLC939$46.7K
Lumature Wealth Partners, LLC654$32.5K
First National Bank of South Miami600$29.8K
Endurance Wealth Management, Inc.301$15.0K
Coastal Capital Group, Inc.4$206