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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 3,980 | $219.7K | 0.03% | +3,980 | New |
| Jones Financial Companies LLLP | 3,992 | $220.4K | 0.00% | −108−2.6% | Reduced |
| Canton Hathaway, LLC | 4,000 | $221.0K | 0.07% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,013 | $221.5K | 0.03% | +4,013 | New |
| JTC Employer Solutions Trusteee Ltd | 4,020 | $222.0K | 0.02% | +2,375+144.4% | Added |
| Robertson Stephens Wealth Management, LLC | 4,034 | $222.7K | 0.02% | +4,034 | New |
| Sovereign Financial Group, Inc. | 4,036 | $222.8K | 0.08% | −3,593−47.1% | Reduced |
| Independent Wealth Network Inc. | 4,078 | $225.1K | 0.14% | +45+1.1% | Added |
| Fulton Bank, N.A. | 4,094 | $226.0K | 0.01% | +4,094 | New |
| Mitchell Sinkler & Starr | 4,133 | $228.1K | 0.07% | +4,133 | New |
| Invenio Wealth Partners LLC | 4,135 | $228.3K | 0.21% | −891−17.7% | Reduced |
| Atlantic Union Bankshares Corp | 4,142 | $228.6K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,147 | $228.9K | 0.03% | −42,168−91.0% | Reduced |
| Guardian Wealth Advisors, LLC | 4,154 | $229.3K | 0.04% | −337−7.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,166 | $230.0K | 0.11% | −20.0% | Reduced |
| Wintrust Investments LLC | 4,165 | $230.0K | 0.02% | +4,165 | New |
| Brookstone Capital Management | 4,699 | $230.3K | 0.01% | +407+9.5% | Added |
| Hall Capital Management Co Inc | 4,200 | $231.8K | 0.15% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,202 | $231.9K | 0.11% | −536−11.3% | Reduced |
| Formidable Asset Management, LLC | 4,220 | $232.9K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4,228 | $233.4K | 0.03% | +10.0% | Added |
| US Financial Advisors, LLC | 4,228 | $233.4K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,243 | $234.2K | 0.04% | −5−0.1% | Reduced |
| Colonial Trust Co | 4,248 | $234.5K | 0.06% | +147+3.6% | Added |
| Fernwood Investment Management, LLC | 4,250 | $234.6K | 0.08% | 00.0% | Unchanged |
| Kidder Stephen W | 4,250 | $234.6K | 0.08% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4,269 | $235.6K | 0.11% | +808+23.3% | Added |
| Ropes Wealth Advisors LLC | 4,296 | $237.1K | 0.05% | −112−2.5% | Reduced |
| GSB Wealth Management, LLC | 4,323 | $238.6K | 0.08% | +3+0.1% | Added |
| Massachusetts Wealth Management | 4,325 | $238.7K | 0.22% | +4,325 | New |
| MPS Loria Financial Planners, LLC | 4,326 | $238.8K | 0.09% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,332 | $239.1K | 0.01% | +4,332 | New |
| Strategic Advisors LLC | 4,336 | $239.4K | 0.05% | −132−3.0% | Reduced |
| Tiedemann Advisors, LLC | 4,345 | $239.8K | 0.01% | −707−14.0% | Reduced |
| Grandfield & Dodd, LLC | 4,356 | $240.5K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,387 | $242.0K | 0.02% | +4,387 | New |
| Aberdeen Wealth Management LLC | 4,400 | $242.9K | 0.18% | 00.0% | Unchanged |
| Hartline Investment Corp | 4,406 | $243.2K | 0.04% | +4,406 | New |
| Tilt Investment Management Holdings, PBC | 4,444 | $245.3K | 0.18% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,464 | $246.4K | 0.02% | +4,464 | New |
| First Bank & Trust | 4,477 | $247.1K | 0.06% | +85+1.9% | Added |
| Allstate Corp | 4,494 | $248.1K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,499 | $248.3K | 0.07% | −291−6.1% | Reduced |
| Montis Financial, LLC | 4,531 | $250.1K | 0.17% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 962 | $250.1K | 0.12% | −2,849−74.8% | Reduced |
| Pure Financial Advisors, Inc. | 4,546 | $250.9K | 0.01% | +171+3.9% | Added |
| Gratus Capital LLC | 4,564 | $251.9K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,582 | $252.9K | 0.01% | +5+0.1% | Added |
| Tennessee Valley Asset Management Partners | 4,592 | $253.5K | 0.08% | +13+0.3% | Added |
| Radnor Capital Management, LLC | 4,622 | $255.0K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,673 | $258.0K | 0.03% | −2,974−38.9% | Reduced |
| Hancock Whitney Corp | 4,674 | $258.0K | 0.01% | −944−16.8% | Reduced |
| Hilltop Holdings Inc. | 4,691 | $258.9K | 0.03% | −40−0.8% | Reduced |
| Atlantic Trust, LLC | 4,692 | $259.0K | 0.09% | +355+8.2% | Added |
| Trust Investment Advisors | 4,692 | $259.0K | 0.22% | +4,692 | New |
| Newman Dignan & Sheerar, Inc. | 4,696 | $259.2K | 0.09% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 4,697 | $259.3K | 0.07% | +4,697 | New |
| FRG Family Wealth Advisors LLC | 4,704 | $259.7K | 0.06% | −722−13.3% | Reduced |
| Level Four Advisory Services, LLC | 4,749 | $262.1K | 0.02% | −388−7.6% | Reduced |
| Sentry LLC | 4,770 | $263.3K | 0.06% | 00.0% | Unchanged |
| Davidson Trust Co | 4,784 | $264.1K | 0.20% | −380−7.4% | Reduced |
| Equitable Holdings, Inc. | 4,787 | $264.2K | 0.00% | −286−5.6% | Reduced |
| Adirondack Trust Co | 4,788 | $264.3K | 0.13% | −65−1.3% | Reduced |
| Gateway Wealth Partners, LLC | 4,792 | $264.5K | 0.05% | −385−7.4% | Reduced |
| First Financial Corp | 4,798 | $264.8K | 0.16% | −200−4.0% | Reduced |
| Brighton Jones LLC | 4,830 | $266.6K | 0.01% | +402+9.1% | Added |
| Atlas Private Wealth Management | 4,832 | $266.7K | 0.14% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,839 | $267.1K | 0.01% | +4,839 | New |
| Advisory Alpha, LLC | 4,872 | $268.9K | 0.01% | +260+5.6% | Added |
| Sentry Investment Management LLC | 4,878 | $269.0K | 0.13% | −657−11.9% | Reduced |
| Founders Capital Management, LLC | 4,875 | $269.1K | 0.06% | −6−0.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,903 | $270.6K | 0.05% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 4,904 | $270.7K | 0.02% | −3,160−39.2% | Reduced |
| Kingfisher Capital LLC | 4,906 | $271.0K | 0.07% | −25−0.5% | Reduced |
| LGT Group Foundation | 5,000 | $272.8K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,951 | $273.3K | 0.09% | +29+0.6% | Added |
| Holistic Financial Partners | 4,952 | $273.4K | 0.18% | +4,952 | New |
| Affinity Investment Advisors, LLC | 4,994 | $275.7K | 0.18% | −1,526−23.4% | Reduced |
| Thomasville National Bank | 4,995 | $275.7K | 0.03% | −62−1.2% | Reduced |
| Conning Inc. | 5,009 | $276.5K | 0.01% | −120−2.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,041 | $278.3K | 0.04% | +16+0.3% | Added |
| Regal Wealth Group, Inc. | 5,042 | $278.3K | 0.19% | +4+0.1% | Added |
| Virtus Investment Advisers, Inc. | 5,052 | $278.9K | 0.19% | 00.0% | Unchanged |
| Ted Buchan & Co | 5,070 | $279.9K | 0.22% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,713 | $281.3K | 0.05% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,121 | $282.7K | 0.07% | −3,965−43.6% | Reduced |
| Legacy Trust | 5,122 | $282.7K | 0.08% | +294+6.1% | Added |
| Pine Valley Investments Ltd Liability Co | 5,123 | $282.8K | 0.03% | +644+14.4% | Added |
| Peddock Capital Advisors, LLC | 5,130 | $283.2K | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 5,176 | $285.7K | 0.01% | +5,176 | New |
| Aveo Capital Partners, LLC | 5,190 | $286.5K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,196 | $286.8K | 0.20% | −203−3.8% | Reduced |
| MSH Capital Advisors LLC | 5,230 | $288.7K | 0.11% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5,235 | $289.0K | 0.14% | +300+6.1% | Added |
| Endowment Wealth Management, Inc. | 5,246 | $289.6K | 0.26% | −381−6.8% | Reduced |
| IHT Wealth Management, LLC | 5,255 | $290.0K | 0.01% | +540+11.5% | Added |
| Chicago Partners Investment Group LLC | 5,981 | $290.1K | 0.02% | −1,068−15.2% | Reduced |
| Founders Financial Alliance, LLC | 5,257 | $290.2K | 0.13% | −23−0.4% | Reduced |
| KRS Capital Management, LLC | 5,272 | $291.0K | 0.31% | +5,272 | New |
| Heritage Trust Co | 5,287 | $291.8K | 0.05% | −160−2.9% | Reduced |