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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 442 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 436 | $24.0K | 0.00% | +149+51.9% | Added |
| Front Row Advisors LLC | 448 | $24.7K | 0.01% | −60−11.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 460 | $25.4K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $25.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 469 | $25.9K | 0.01% | −50−9.6% | Reduced |
| Hollencrest Capital Management | 486 | $26.8K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 500 | $27.3K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 500 | $27.6K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 500 | $27.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 502 | $27.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 504 | $27.8K | 0.01% | −53−9.5% | Reduced |
| Ofi Invest Asset Management | 534 | $27.8K | 0.00% | +534 | New |
| Larson Financial Group LLC | 511 | $28.2K | 0.00% | +221+76.2% | Added |
| Register Financial Advisors LLC | 519 | $28.6K | 0.02% | −1,100−67.9% | Reduced |
| Kelly Financial Services LLC | 529 | $29.2K | 0.01% | +2+0.4% | Added |
| Archer Investment Corp | 533 | $29.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 542 | $29.9K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 547 | $30.2K | 0.01% | +547 | New |
| GHP Investment Advisors, Inc. | 595 | $31.3K | 0.00% | +400+205.1% | Added |
| Knuff & Co LLC | 575 | $31.7K | 0.01% | +75+15.0% | Added |
| Nemes Rush Group LLC | 583 | $32.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 586 | $32.3K | 0.01% | +586 | New |
| Rosenberg Matthew Hamilton | 587 | $32.4K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 590 | $32.6K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 608 | $34.0K | 0.00% | +27+4.6% | Added |
| BluePath Capital Management, LLC | 629 | $34.7K | 0.03% | +629 | New |
| Valley National Advisers Inc | 641 | $35.0K | 0.01% | −70−9.8% | Reduced |
| SOA Wealth Advisors, LLC. | 636 | $35.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 647 | $35.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 650 | $35.9K | 0.01% | +200+44.4% | Added |
| JJJ Advisors Inc. | 653 | $36.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 672 | $37.1K | 0.01% | −110−14.1% | Reduced |
| Column Capital Advisors, LLC | 682 | $37.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 700 | $38.6K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $38.6K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 724 | $40.0K | 0.02% | +724 | New |
| Thompson Siegel & Walmsley LLC | 716 | $40.0K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 730 | $40.3K | 0.01% | +730 | New |
| Gradient Investments LLC | 737 | $40.7K | 0.00% | −85−10.3% | Reduced |
| Flaharty Asset Management, LLC | 743 | $41.0K | 0.01% | +743 | New |
| Orion Capital Management LLC | 750 | $41.4K | 0.03% | +750 | New |
| Antonetti Capital Management LLC | 748 | $41.4K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 753 | $41.6K | 0.00% | −38−4.8% | Reduced |
| Tradition Wealth Management, LLC | 752 | $42.0K | 0.01% | −15−2.0% | Reduced |
| Cornerstone Planning Group LLC | 768 | $42.4K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 787 | $43.4K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 789 | $43.6K | 0.07% | −40−4.8% | Reduced |
| Vestor Capital, LLC | 800 | $44.0K | 0.00% | +800 | New |
| Centennial Bank | 799 | $44.1K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $44.2K | 0.02% | 00.0% | Unchanged |
| Motco | 807 | $44.5K | 0.00% | +72+9.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 833 | $46.0K | 0.04% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 857 | $47.3K | 0.05% | −1,293−60.1% | Reduced |
| Portland Hill Asset Management Ltd | 874 | $48.0K | 0.12% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 872 | $48.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 896 | $49.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 903 | $49.8K | 0.03% | +430+90.9% | Added |
| Truvestments Capital LLC | 912 | $50.4K | 0.03% | −98−9.7% | Reduced |
| Indiana Trust & Investment Management CO | 980 | $54.1K | 0.03% | +980 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 983 | $54.3K | 0.00% | +287+41.2% | Added |
| Arcadia Investment Management Corp | 1,000 | $55.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,057 | $58.3K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,059 | $58.5K | 0.03% | +101+10.5% | Added |
| Cape Investment Advisory, Inc. | 1,100 | $60.7K | 0.03% | −132−10.7% | Reduced |
| Beacon Capital Management, LLC | 1,238 | $61.5K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,119 | $61.8K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 1,124 | $62.0K | 0.04% | +300+36.4% | Added |
| RVW Wealth, LLC | 1,143 | $63.1K | 0.01% | +1,143 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,165 | $64.3K | 0.03% | +1,165 | New |
| Headlands Technologies LLC | 1,188 | $65.6K | 0.03% | +1,188 | New |
| JNBA Financial Advisors | 1,201 | $66.3K | 0.01% | −45−3.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,212 | $66.9K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,215 | $67.1K | 0.02% | −361−22.9% | Reduced |
| Key Financial Inc | 1,226 | $67.7K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 1,268 | $70.0K | 0.01% | −711−35.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,283 | $70.8K | 0.02% | +1+0.1% | Added |
| Field & Main Bank | 1,285 | $70.9K | 0.03% | −215−14.3% | Reduced |
| Acima Private Wealth, LLC | 1,300 | $71.8K | 0.03% | −369−22.1% | Reduced |
| NVWM, LLC | 1,305 | $72.0K | 0.02% | +45+3.6% | Added |
| American National Bank | 1,308 | $72.2K | 0.01% | +950+265.4% | Added |
| First Community Trust NA | 1,365 | $75.3K | 0.09% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,373 | $75.8K | 0.01% | −70−4.9% | Reduced |
| Princeton Global Asset Management LLC | 1,401 | $77.3K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,405 | $77.6K | 0.02% | −200−12.5% | Reduced |
| Bellevue Asset Management, LLC | 1,432 | $79.0K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,433 | $79.1K | 0.00% | 00.0% | Unchanged |
| Oakmont Corp | 1,446 | $79.8K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,450 | $80.0K | 0.02% | +200+16.0% | Added |
| Pacifica Partners Inc. | 1,496 | $80.1K | 0.04% | +1,483+11,407.7% | Added |
| Mascoma Wealth Management LLC | 1,452 | $80.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,621 | $81.0K | 0.00% | +29+1.8% | Added |
| Highlander Capital Management, LLC | 1,473 | $81.0K | 0.03% | +393+36.4% | Added |
| Costello Asset Management, INC | 1,500 | $82.8K | 0.08% | −160−9.6% | Reduced |
| Baystate Wealth Management LLC | 1,509 | $83.3K | 0.01% | +298+24.6% | Added |
| RFP Financial Group LLC | 1,600 | $88.3K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,655 | $91.4K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,292 | $91.5K | 0.02% | +29+0.6% | Added |
| Dividend Assets Capital, LLC | 1,700 | $94.0K | 0.02% | −100−5.6% | Reduced |
| 1832 Asset Management L.P. | 1,723 | $95.1K | 0.00% | +343+24.9% | Added |