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 |
|---|---|---|---|---|---|
| Cambridge Advisors Inc. | 5,301 | $292.6K | 0.08% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 5,305 | $292.8K | 0.01% | +136+2.6% | Added |
| Integrated Advisors Network LLC | 5,334 | $294.4K | 0.02% | −46−0.9% | Reduced |
| Syon Capital LLC | 5,338 | $294.6K | 0.04% | +5,338 | New |
| Claro Advisors LLC | 5,342 | $294.9K | 0.07% | +23+0.4% | Added |
| Pittenger & Anderson Inc | 5,348 | $295.2K | 0.01% | +1,635+44.0% | Added |
| Leavell Investment Management, Inc. | 5,357 | $296.0K | 0.02% | −100−1.8% | Reduced |
| Franklin Street Advisors Inc | 5,371 | $296.0K | 0.03% | +100+1.9% | Added |
| Twelve Points Wealth Management LLC | 5,381 | $297.0K | 0.15% | +5,381 | New |
| Mutual Advisors, LLC | 5,384 | $297.2K | 0.01% | −1,532−22.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,407 | $298.5K | 0.03% | +573+11.9% | Added |
| Founders Financial Securities LLC | 5,408 | $298.5K | 0.04% | +5,408 | New |
| Mitchell & Pahl Private Wealth, LLC | 5,427 | $299.6K | 0.18% | −385−6.6% | Reduced |
| Wealthcare Advisory Partners LLC | 5,452 | $300.9K | 0.01% | −292−5.1% | Reduced |
| Anchor Investment Management, LLC | 5,455 | $301.1K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5,458 | $301.3K | 0.21% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,500 | $303.6K | 0.16% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 5,502 | $303.7K | 0.02% | −150−2.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,510 | $304.2K | 0.01% | −465−7.8% | Reduced |
| Shelton Capital Management | 5,521 | $304.8K | 0.01% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,531 | $305.3K | 0.31% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,533 | $305.4K | 0.04% | +287+5.5% | Added |
| Arrow Financial Corp | 5,570 | $307.5K | 0.04% | −102−1.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,157 | $307.7K | 0.00% | −79−1.3% | Reduced |
| Congress Wealth Management LLC | 5,577 | $307.9K | 0.01% | −5−0.1% | Reduced |
| Cullen Capital Management LLC | 5,588 | $308.5K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 5,593 | $308.7K | 0.10% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,611 | $309.7K | 0.04% | +350+6.7% | Added |
| Northwest Bancshares, Inc. | 5,614 | $309.9K | 0.06% | −100−1.8% | Reduced |
| First Foundation Advisors | 5,639 | $311.3K | 0.01% | +88+1.6% | Added |
| Gillespie Robinson & Grimm Inc | 5,669 | $312.9K | 0.03% | −200−3.4% | Reduced |
| Waters Parkerson & Co., LLC | 5,667 | $313.0K | 0.02% | −5,300−48.3% | Reduced |
| LVW Advisors, LLC | 5,714 | $315.4K | 0.07% | −311−5.2% | Reduced |
| Alps Advisors Inc | 5,720 | $315.7K | 0.00% | +5,720 | New |
| Bath Savings Trust Co | 5,740 | $316.8K | 0.04% | −113−1.9% | Reduced |
| Douglas Lane & Associates, LLC | 5,745 | $317.1K | 0.01% | +5,745 | New |
| Leonteq Securities AG | 5,754 | $317.6K | 0.03% | −2,735−32.2% | Reduced |
| Steinberg Asset Management LLC | 5,761 | $318.0K | 0.28% | +711+14.1% | Added |
| LMCG Investments, LLC | 5,777 | $318.9K | 0.02% | −5−0.1% | Reduced |
| First Citizens Bank & Trust Co | 5,790 | $319.6K | 0.01% | +58+1.0% | Added |
| Cedar Wealth Management, LLC | 5,800 | $320.2K | 0.13% | +1,900+48.7% | Added |
| Citizens Financial Group Inc | 5,805 | $320.4K | 0.01% | +5,805 | New |
| Procyon Private Wealth Partners, LLC | 5,808 | $320.6K | 0.03% | +5,808 | New |
| General Partner, Inc. | 6,000 | $321.1K | 0.29% | 00.0% | Unchanged |
| Miller Investment Management, LP | 5,840 | $322.4K | 0.05% | −7,150−55.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,846 | $323.0K | 0.11% | +44+0.8% | Added |
| Stratos Wealth Advisors, LLC | 5,873 | $324.2K | 0.02% | −388−6.2% | Reduced |
| Covenant Asset Management, LLC | 5,900 | $325.7K | 0.10% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,902 | $325.8K | 0.01% | +5,902 | New |
| Oversea-Chinese Banking CORP Ltd | 5,909 | $326.2K | 0.01% | 00.0% | Unchanged |
| Philadelphia Trust Co | 5,920 | $327.0K | 0.03% | −123,130−95.4% | Reduced |
| Independent Advisor Alliance | 5,940 | $327.9K | 0.01% | −4,739−44.4% | Reduced |
| Calamos Wealth Management LLC | 5,957 | $328.8K | 0.02% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 5,960 | $329.0K | 0.14% | +18+0.3% | Added |
| Avantax Planning Partners, Inc. | 5,981 | $330.2K | 0.01% | −834−12.2% | Reduced |
| Childress Capital Advisors, LLC | 5,999 | $331.1K | 0.11% | +5,999 | New |
| Systematic Financial Management LP | 6,000 | $331.2K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $331.2K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $331.2K | 0.08% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 6,000 | $331.2K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 6,016 | $332.1K | 0.09% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,024 | $332.5K | 0.00% | +6,024 | New |
| S.A. Mason LLC | 6,027 | $332.7K | 0.24% | −97−1.6% | Reduced |
| Flagship Harbor Advisors, LLC | 6,063 | $334.7K | 0.03% | −60−1.0% | Reduced |
| BSW Wealth Partners | 6,109 | $337.2K | 0.08% | −231−3.6% | Reduced |
| Journey Advisory Group, LLC | 6,115 | $337.5K | 0.05% | −75−1.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 6,118 | $337.7K | 0.12% | −1,000−14.0% | Reduced |
| Meridian Wealth Management, LLC | 6,120 | $337.8K | 0.02% | −100−1.6% | Reduced |
| FDx Advisors, Inc. | 6,132 | $338.0K | 0.03% | −1,611−20.8% | Reduced |
| 9258 Wealth Management, LLC | 6,124 | $338.0K | 0.07% | +10.0% | Added |
| Center For Asset Management LLC | 6,145 | $339.2K | 0.34% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 6,198 | $342.1K | 0.28% | −324−5.0% | Reduced |
| Garden State Investment Advisory Services LLC | 6,205 | $342.4K | 0.16% | +22+0.4% | Added |
| Sandy Spring Bank | 6,225 | $343.6K | 0.02% | −426−6.4% | Reduced |
| LCM Capital Management Inc | 6,245 | $344.7K | 0.28% | −18−0.3% | Reduced |
| Clear Harbor Asset Management, LLC | 6,249 | $344.9K | 0.04% | −50−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 6,298 | $347.6K | 0.01% | −905−12.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,316 | $348.6K | 0.02% | −10.0% | Reduced |
| Spire Wealth Management | 6,317 | $348.7K | 0.01% | +23+0.4% | Added |
| Precision Wealth Strategies, LLC | 6,319 | $348.8K | 0.38% | +6,319 | New |
| Western Wealth Management, LLC | 6,332 | $349.5K | 0.03% | −61−1.0% | Reduced |
| Tiemann Investment Advisors, LLC | 6,333 | $349.6K | 0.19% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 6,354 | $350.7K | 0.00% | +6,354 | New |
| St Germain D J Co Inc | 6,355 | $350.8K | 0.02% | +570+9.9% | Added |
| Institutional & Family Asset Management, LLC | 6,359 | $351.0K | 0.06% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,380 | $352.2K | 0.05% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $353.2K | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 6,405 | $353.6K | 0.01% | −24−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 6,410 | $353.8K | 0.04% | −350−5.2% | Reduced |
| MEMBERS Trust Co | 6,332 | $354.2K | 0.01% | 00.0% | Unchanged |
| Berkshire Bank | 6,420 | $354.4K | 0.10% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,426 | $354.7K | 0.03% | −685−9.6% | Reduced |
| Berkshire Asset Management LLC | 6,461 | $356.6K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 6,475 | $357.4K | 0.05% | −582−8.2% | Reduced |
| Banco Santander, S.A. | 6,478 | $357.6K | 0.01% | +6,478 | New |
| Proficio Capital Partners LLC | 6,503 | $359.0K | 0.05% | +79+1.2% | Added |
| Security National Bank | 6,454 | $361.0K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 6,547 | $361.4K | 0.00% | +207+3.3% | Added |
| Clarius Group, LLC | 6,561 | $362.2K | 0.03% | −1,810−21.6% | Reduced |
| Rodgers Brothers Inc. | 6,566 | $362.4K | 0.06% | +672+11.4% | Added |