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, Q3 2023
Institutional positions in Carrier Global Corp as of Sep 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
- 1,316
- +70 vs. Q2 2023
- Shares held
- 777.3M
- +9.54M (+1.2%) vs. Q2 2023
- Total value
- $42.9B
- +$4.77B (+12.5%) vs. Q2 2023
- New holders
- 138
- 411 more added
- Sold out
- 68
- 503 more reduced
15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 35,497 | $1.96M | 0.08% | −492−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 35,501 | $1.96M | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 35,806 | $1.98M | 0.03% | −855−2.3% | Reduced |
| Savant Capital, LLC | 35,830 | $1.98M | 0.03% | −1,101−3.0% | Reduced |
| Ingalls & Snyder LLC | 35,848 | $1.98M | 0.10% | −34,475−49.0% | Reduced |
| Cetera Investment Advisers | 35,967 | $1.99M | 0.02% | −2,765−7.1% | Reduced |
| United Capital Financial Advisers, LLC | 36,190 | $2.00M | 0.01% | −11,503−24.1% | Reduced |
| Merit Financial Group, LLC | 36,754 | $2.03M | 0.07% | +7,998+27.8% | Added |
| Thrivent Financial for Lutherans | 36,755 | $2.03M | 0.00% | −331−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,865 | $2.03M | 0.00% | +626+1.7% | Added |
| Whittier Trust Co | 36,943 | $2.04M | 0.04% | +185+0.5% | Added |
| Raymond James Trust N.A. | 37,256 | $2.06M | 0.06% | +2,387+6.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 37,322 | $2.06M | 0.03% | +5,242+16.3% | Added |
| Ieq Capital, LLC | 37,367 | $2.06M | 0.04% | +1,246+3.4% | Added |
| Formuepleje A/S | 37,390 | $2.06M | 0.19% | +37,390 | New |
| E. Ohman J:or Asset Management AB | 37,500 | $2.07M | 0.08% | −1,700−4.3% | Reduced |
| Brasada Capital Management, LP | 37,700 | $2.07M | 0.48% | +37,700 | New |
| AE Wealth Management LLC | 37,958 | $2.10M | 0.01% | −2,233−5.6% | Reduced |
| GWM Advisors LLC | 38,242 | $2.11M | 0.02% | +4,226+12.4% | Added |
| Metis Global Partners, LLC | 38,335 | $2.12M | 0.10% | +5,974+18.5% | Added |
| IMA Wealth, Inc. | 38,535 | $2.13M | 0.55% | −917−2.3% | Reduced |
| South Dakota Investment Council | 38,766 | $2.14M | 0.05% | −2,200−5.4% | Reduced |
| Bessemer Group Inc | 38,783 | $2.14M | 0.00% | +1,097+2.9% | Added |
| Prudential PLC | 39,149 | $2.16M | 0.03% | −32,056−45.0% | Reduced |
| Poehling Capital Management, LLC | 39,326 | $2.17M | 0.76% | −17,488−30.8% | Reduced |
| Cetera Advisors LLC | 39,433 | $2.18M | 0.03% | −1,916−4.6% | Reduced |
| Empowered Funds, LLC | 39,610 | $2.19M | 0.06% | +1,937+5.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.21M | 0.63% | 00.0% | Unchanged |
| National Asset Management, Inc. | 40,429 | $2.23M | 0.06% | +25,375+168.6% | Added |
| Trust Co of Vermont | 40,609 | $2.24M | 0.15% | −503−1.2% | Reduced |
| Pinnacle Associates Ltd | 40,868 | $2.26M | 0.04% | −333−0.8% | Reduced |
| Shell Asset Management Co | 41,344 | $2.28M | 0.09% | −3,939−8.7% | Reduced |
| Monarch Capital Management Inc | 41,509 | $2.29M | 0.74% | −50−0.1% | Reduced |
| GAM Holding AG | 42,790 | $2.36M | 0.17% | −31,941−42.7% | Reduced |
| Lee Danner & Bass Inc | 43,241 | $2.39M | 0.22% | −1,736−3.9% | Reduced |
| Advisor Partners II, LLC | 43,346 | $2.39M | 0.10% | +3,753+9.5% | Added |
| Beacon Pointe Advisors, LLC | 43,401 | $2.40M | 0.03% | +16,574+61.8% | Added |
| New Mexico Educational Retirement Board | 43,417 | $2.40M | 0.10% | +2,900+7.2% | Added |
| L & S Advisors Inc | 43,692 | $2.41M | 0.35% | +43,692 | New |
| Whittier Trust Co of Nevada Inc | 44,723 | $2.47M | 0.09% | −431−1.0% | Reduced |
| Atria Investments LLC | 44,852 | $2.48M | 0.04% | +2,073+4.8% | Added |
| FIL Ltd | 45,363 | $2.50M | 0.00% | −36,623−44.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 45,528 | $2.51M | 1.05% | +170+0.4% | Added |
| YHB Investment Advisors, Inc. | 45,708 | $2.52M | 0.23% | −286−0.6% | Reduced |
| CIBC World Markets Corp | 46,232 | $2.55M | 0.03% | −51,607−52.7% | Reduced |
| Essex Financial Services, Inc. | 46,361 | $2.56M | 0.30% | +6,951+17.6% | Added |
| Argent Trust Co | 46,865 | $2.59M | 0.14% | +336+0.7% | Added |
| Cacti Asset Management LLC | 46,767 | $2.60M | 0.25% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 47,769 | $2.64M | 0.64% | −2,650−5.3% | Reduced |
| Wesbanco Bank Inc | 48,412 | $2.67M | 0.12% | −3,262−6.3% | Reduced |
| Prio Wealth Limited Partnership | 48,488 | $2.68M | 0.10% | −658−1.3% | Reduced |
| Advisors Capital Management, LLC | 49,603 | $2.74M | 0.07% | +49,603 | New |
| PEAK6 Investments LLC | 49,696 | $2.74M | 0.13% | +49,696 | New |
| Portolan Capital Management, LLC | 49,709 | $2.74M | 0.26% | +49,709 | New |
| Heritage Investors Management Corp | 50,042 | $2.76M | 0.12% | −2,042−3.9% | Reduced |
| Silvercrest Asset Management Group LLC | 50,211 | $2.77M | 0.02% | −134−0.3% | Reduced |
| QRG Capital Management, Inc. | 50,829 | $2.81M | 0.05% | +50,829 | New |
| Marsico Capital Management LLC | 51,855 | $2.86M | 0.12% | +51,855 | New |
| Louisiana State Employees Retirement System | 51,900 | $2.86M | 0.07% | +300+0.6% | Added |
| Westport Asset Management Inc | 52,400 | $2.89M | 1.71% | 00.0% | Unchanged |
| Cerity Partners LLC | 52,488 | $2.90M | 0.01% | −18,488−26.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 52,938 | $2.92M | 0.07% | +22,736+75.3% | Added |
| Pacer Advisors, Inc. | 54,274 | $3.00M | 0.01% | +1,211+2.3% | Added |
| Tower View Investment Management & Research LLC | 55,839 | $3.08M | 2.16% | +749+1.4% | Added |
| Delta Capital Management LLC | 56,055 | $3.09M | 2.32% | −1,410−2.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 56,515 | $3.12M | 0.67% | +270+0.5% | Added |
| Cresset Asset Management, LLC | 56,581 | $3.12M | 0.02% | +5,618+11.0% | Added |
| LSV Asset Management | 56,800 | $3.13M | 0.01% | −3,500−5.8% | Reduced |
| Hartford Investment Management Co | 57,067 | $3.15M | 0.13% | −1,425−2.4% | Reduced |
| Huntington National Bank | 57,595 | $3.18M | 0.03% | −3,862−6.3% | Reduced |
| NBT Bank N A | 57,616 | $3.18M | 0.31% | +24,914+76.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 57,927 | $3.20M | 0.12% | −2,483−4.1% | Reduced |
| Cohen Klingenstein LLC | 57,980 | $3.20M | 0.14% | −654−1.1% | Reduced |
| Evercore Wealth Management, LLC | 58,291 | $3.22M | 0.06% | +855+1.5% | Added |
| Connectus Wealth, LLC | 58,330 | $3.22M | 0.07% | −781−1.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 58,778 | $3.24M | 0.08% | +51,007+656.4% | Added |
| JB Capital LLC | 59,198 | $3.27M | 0.28% | +621+1.1% | Added |
| American Century Companies Inc | 60,063 | $3.32M | 0.00% | +6,174+11.5% | Added |
| Securian Asset Management, Inc | 60,108 | $3.32M | 0.10% | −7,999−11.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 60,708 | $3.35M | 0.00% | −407,107−87.0% | Reduced |
| Wealthfront Advisers LLC | 60,877 | $3.36M | 0.01% | +4,417+7.8% | Added |
| Tower Research Capital LLC (TRC) | 62,214 | $3.43M | 0.11% | +30,204+94.4% | Added |
| AMG National Trust Bank | 62,278 | $3.44M | 0.12% | −884−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 62,894 | $3.47M | 0.04% | +26,556+73.1% | Added |
| Intech Investment Management LLC | 63,123 | $3.48M | 0.05% | +1,067+1.7% | Added |
| AdvisorShares Investments LLC | 63,243 | $3.49M | 0.93% | +3,664+6.1% | Added |
| Canandaigua National Bank & Trust Co | 63,289 | $3.49M | 0.57% | −253−0.4% | Reduced |
| Welch Group, LLC | 63,525 | $3.51M | 0.21% | +63,525 | New |
| Maryland State Retirement & Pension System | 63,620 | $3.51M | 0.08% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 63,834 | $3.52M | 0.72% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 64,098 | $3.54M | 0.03% | +273+0.4% | Added |
| Teacher Retirement System of Texas | 64,691 | $3.57M | 0.02% | +1,551+2.5% | Added |
| Robeco Institutional Asset Management B.V. | 64,714 | $3.57M | 0.01% | −3,122−4.6% | Reduced |
| Circle Wealth Management, LLC | 65,594 | $3.62M | 0.09% | +65,594 | New |
| WBI Investments | 65,611 | $3.62M | 0.73% | +65,611 | New |
| Richard Bernstein Advisors LLC | 65,977 | $3.64M | 0.08% | +65,977 | New |
| Lombard Odier Asset Management (Switzerland) SA | 66,212 | $3.65M | 0.59% | −1,492−2.2% | Reduced |
| Stratos Wealth Partners, LTD. | 66,227 | $3.66M | 0.08% | +5,119+8.4% | Added |
| Rafferty Asset Management, LLC | 66,615 | $3.68M | 0.02% | +6,312+10.5% | Added |
| Alpine Woods Capital Investors, LLC | 66,668 | $3.68M | 0.59% | −251−0.4% | Reduced |