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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.

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.

Institutional holdersQ3 2023: 1,316 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ3 2023: $42.9B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2023.

Institutions holding CARR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jackson, Grant Investment Advisers, Inc.1,761$97.2K0.05%+4+0.2%Added
Cassady Schiller Wealth Management, LLC1,765$97.4K0.05%00.0%Unchanged
Old Second National Bank of Aurora1,800$99.4K0.03%00.0%Unchanged
Missouri Trust & Investment Co1,823$100.6K0.05%00.0%Unchanged
Oakworth Capital, Inc.1,828$100.9K0.01%−3−0.2%Reduced
Center for Financial Planning, Inc.1,833$101.2K0.02%00.0%Unchanged
Baldwin Brothers Inc1,889$104.3K0.01%−600−24.1%Reduced
Creative Capital Management Investments LLC1,895$104.6K0.07%00.0%Unchanged
Capital Analysts, LLC1,950$107.0K0.01%+323+19.9%Added
Glassman Wealth Services1,946$107.4K0.02%+16+0.8%Added
CKW Financial Group1,951$108.0K0.02%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.1,975$109.0K0.00%00.0%Unchanged
Wellington Shields & Co., LLC2,000$110.4K0.03%00.0%Unchanged
Caas Capital Management LP2,000$110.4K0.02%+2,000New
Blue Chip Partners, Inc.2,040$112.6K0.01%+6+0.3%Added
Centaurus Financial, Inc.2,040$113.0K0.01%−2−0.1%Reduced
Addison Advisors LLC2,061$113.8K0.05%−53−2.5%Reduced
Duncker Streett & Co Inc2,066$114.1K0.03%+4+0.2%Added
Harvest Fund Management Co., Ltd2,123$117.0K0.02%+1,843+658.2%Added
Ulland Investment Advisors, LLC2,144$118.0K0.13%00.0%Unchanged
NBC Securities, Inc.2,145$118.0K0.01%+2,145New
Eagle Bay Advisors LLC2,171$119.8K0.06%+5+0.2%Added
First Command Advisory Services, Inc.2,178$120.2K0.00%+2,178New
Caisse de Depot Et Placement du Quebec2,237$123.5K0.00%−3,500−61.0%Reduced
Gables Capital Management Inc.2,250$124.2K0.09%−100−4.3%Reduced
Hazlett, Burt & Watson, Inc.2,269$125.0K0.09%00.0%Unchanged
Capital Advisors, Ltd. LLC2,258$125.0K0.02%00.0%Unchanged
MV Capital Management, Inc.2,266$125.1K0.02%+149+7.0%Added
Monetary Management Group Inc2,275$125.6K0.04%−1,250−35.5%Reduced
JFS Wealth Advisors, LLC2,282$126.0K0.01%+537+30.8%Added
Clean Yield Group2,259$126.6K0.06%00.0%Unchanged
Paladin Advisory Group, LLC2,294$126.6K0.11%+4+0.2%Added
Foster Dykema Cabot & Co Inc2,327$128.0K0.02%00.0%Unchanged
Strengthening Families & Communities, LLC2,368$131.0K0.06%−202−7.9%Reduced
City State Bank2,432$134.0K0.07%00.0%Unchanged
Hanson & Doremus Investment Management2,422$134.0K0.03%00.0%Unchanged
AllSquare Wealth Management LLC2,463$136.0K0.09%00.0%Unchanged
Citizens National Bank Trust Department2,500$138.0K0.04%00.0%Unchanged
Stephenson National Bank & Trust2,523$139.3K0.08%00.0%Unchanged
Evermay Wealth Management LLC2,545$140.5K0.03%00.0%Unchanged
Alta Advisers Ltd2,600$143.5K0.08%00.0%Unchanged
Geneos Wealth Management Inc.2,681$148.0K0.01%−100−3.6%Reduced
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,699$149.0K0.01%−685−20.2%Reduced
Logan Capital Management Inc2,704$149.3K0.01%00.0%Unchanged
Atlas Capital Advisors LLC2,728$150.6K0.02%00.0%Unchanged
FinTrust Capital Advisors, LLC2,741$151.3K0.03%+84+3.2%Added
Bangor Savings Bank2,775$153.2K0.02%−106−3.7%Reduced
Bank of New Hampshire2,962$163.5K0.05%00.0%Unchanged
Harbor Investment Advisory, LLC3,028$167.1K0.02%+539+21.7%Added
Caldwell Sutter Capital, Inc.3,041$167.9K0.09%00.0%Unchanged
Parkside Financial Bank & Trust3,041$167.9K0.04%+108+3.7%Added
Quent Capital, LLC3,078$169.9K0.03%+2+0.1%Added
Covestor Ltd3,113$172.0K0.13%+1,082+53.3%Added
Massmutual Trust Co FSB3,150$173.9K0.01%+62+2.0%Added
Global Retirement Partners, LLC3,188$174.1K0.01%+343+12.1%Added
Farther Finance Advisors, LLC3,466$191.3K0.03%+2,262+187.9%Added
Farmers & Merchants Trust Co of Chambersburg PA3,534$195.0K0.13%00.0%Unchanged
Equitable Trust Co3,632$200.5K0.02%+3,632New
PFG Investments, LLC3,635$200.6K0.04%+3,635New
FSM Wealth Advisors, LLC3,649$201.4K0.10%+3,649New
Crawford Investment Counsel Inc3,657$201.9K0.00%+3,657New
Kornitzer Capital Management Inc3,671$202.6K0.00%+3,671New
Ziegler Capital Management, LLC3,674$202.8K0.01%+3,674New
Brandywine Oak Private Wealth LLC3,674$202.8K0.02%+3,674New
Capital Asset Advisory Services LLC3,642$204.1K0.01%+3,642New
Parcion Private Wealth LLC3,700$204.2K0.02%+3,700New
Madison Wealth Partners, Inc3,707$204.6K0.10%+3,707New
First Affirmative Financial Network3,708$204.7K0.20%+3,708New
PDS Planning, Inc3,712$204.9K0.03%+3,712New
Worth Financial Advisory Group, LLC3,719$205.3K0.19%+3,719New
TFC Financial Management3,738$206.3K0.05%−580−13.4%Reduced
CPA Asset Management LLC3,740$206.4K0.14%+3,740New
Ironwood Investment Counsel, LLC3,744$206.7K0.05%+3,744New
Grove Bank & Trust3,751$207.1K0.04%−22−0.6%Reduced
Marathon Capital Management3,753$207.2K0.05%+3,753New
Transcend Wealth Collective, LLC3,754$207.2K0.02%+3,754New
Baxter Bros Inc3,778$208.6K0.03%+3,778New
Todd Asset Management LLC3,785$208.9K0.00%+3,785New
PBMares Wealth Management LLC3,787$209.0K0.08%+3,787New
Sheets Smith Wealth Management3,792$209.3K0.03%+3,792New
Northeast Financial Consultants Inc3,801$209.8K0.01%+3,801New
Northstar Asset Management LLC3,807$210.1K0.06%+3,807New
Cypress Capital Management LLC (WY)3,810$210.3K0.25%00.0%Unchanged
D'Orazio & Associates, Inc.3,814$210.5K0.05%+3,814New
Angeles Wealth Management, LLC3,815$210.6K0.03%+3,815New
Pavion Blue Capital, LLC4,316$210.7K0.13%00.0%Unchanged
Teza Capital Management LLC3,830$211.4K0.03%+3,830New
Aries Wealth Management3,985$211.8K0.08%+3,985New
Eudaimonia Partners, LLC3,847$212.4K0.05%+3,847New
Prelude Capital Management, LLC3,869$213.6K0.02%−11,554−74.9%Reduced
Acropolis Investment Management, LLC3,876$213.9K0.02%−175−4.3%Reduced
Warren Averett Asset Management, LLC3,888$214.6K0.01%+3,888New
Signature Wealth Management Partners, LLC3,889$214.7K0.21%−811−17.3%Reduced
Keel Point, LLC3,896$215.1K0.03%+3,896New
Federated Hermes, Inc.3,899$215.2K0.00%+1,634+72.1%Added
HCR Wealth Advisors3,913$216.0K0.05%+3,913New
Cypress Capital Group3,927$216.8K0.03%+3,927New
Smithfield Trust Co3,904$218.0K0.01%+95+2.5%Added
Mairs & Power Inc3,960$218.6K0.00%+3,960New
Miracle Mile Advisors, LLC3,971$219.2K0.01%+3,971New