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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 6,632 | $366.1K | 0.05% | +6,632 | New |
| Harbour Investments, Inc. | 6,639 | $366.5K | 0.02% | −706−9.6% | Reduced |
| Argent Capital Management LLC | 6,660 | $367.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6,680 | $368.7K | 0.01% | +10.0% | Added |
| Americana Partners, LLC | 6,701 | $369.9K | 0.04% | +6,701 | New |
| Athena Investment Management | 6,718 | $370.8K | 0.27% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,730 | $371.5K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,745 | $372.3K | 0.05% | −288−4.1% | Reduced |
| Foundations Investment Advisors, LLC | 6,758 | $373.0K | 0.01% | +310+4.8% | Added |
| Fortune Financial Advisors, LLC | 6,758 | $373.0K | 0.29% | −299−4.2% | Reduced |
| Court Place Advisors, LLC | 6,807 | $375.7K | 0.13% | −20−0.3% | Reduced |
| Farmers National Bank | 6,854 | $378.3K | 0.13% | +12+0.2% | Added |
| First Horizon Advisors, Inc. | 6,862 | $378.8K | 0.01% | −359−5.0% | Reduced |
| Bell Investment Advisors, Inc | 6,864 | $378.9K | 0.08% | −27−0.4% | Reduced |
| First National Trust Co | 6,869 | $379.2K | 0.02% | −263−3.7% | Reduced |
| TFG Advisers LLC | 6,884 | $380.0K | 0.18% | +49+0.7% | Added |
| Denali Advisors LLC | 6,900 | $380.9K | 0.13% | −3,026−30.5% | Reduced |
| Wellington Shields Capital Management, LLC | 6,925 | $382.3K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,925 | $382.3K | 0.01% | +6,925 | New |
| Papp L Roy & Associates | 6,940 | $383.1K | 0.05% | +224+3.3% | Added |
| Evergreen Capital Management LLC | 6,945 | $383.4K | 0.02% | +139+2.0% | Added |
| Dynamic Advisor Solutions LLC | 6,962 | $384.3K | 0.02% | +1,715+32.7% | Added |
| Institute for Wealth Management, LLC. | 6,977 | $385.1K | 0.07% | −540−7.2% | Reduced |
| TCTC Holdings, LLC | 7,000 | $386.4K | 0.01% | −222−3.1% | Reduced |
| McDonald Partners LLC | 7,024 | $387.7K | 0.13% | 00.0% | Unchanged |
| Balentine LLC | 7,058 | $389.6K | 0.01% | +485+7.4% | Added |
| Bailard, Inc. | 7,067 | $390.1K | 0.01% | +31+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 7,098 | $391.8K | 0.03% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $393.6K | 0.11% | 00.0% | Unchanged |
| True North Advisors, LLC | 7,146 | $394.5K | 0.12% | −3,666−33.9% | Reduced |
| Rathbone Brothers plc | 7,150 | $394.7K | 0.00% | +1,920+36.7% | Added |
| Verition Fund Management LLC | 7,151 | $394.7K | 0.01% | −210,868−96.7% | Reduced |
| NorthRock Partners, LLC | 7,158 | $395.1K | 0.04% | −96−1.3% | Reduced |
| Northeast Investment Management | 7,163 | $395.4K | 0.02% | +1,600+28.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,177 | $396.2K | 0.08% | −603−7.8% | Reduced |
| Fidelis Capital Partners, LLC | 7,194 | $397.1K | 0.14% | +191+2.7% | Added |
| Meridian Investment Counsel Inc. | 7,200 | $397.4K | 0.15% | −183−2.5% | Reduced |
| Enterprise Financial Services Corp | 7,245 | $399.9K | 0.28% | +10+0.1% | Added |
| Azimuth Capital Investment Management LLC | 7,295 | $402.7K | 0.02% | −20−0.3% | Reduced |
| Marco Investment Management LLC | 7,300 | $403.0K | 0.05% | +219+3.1% | Added |
| Ballentine Partners, LLC | 7,318 | $404.0K | 0.01% | +298+4.2% | Added |
| Mather Group, LLC. | 7,363 | $406.4K | 0.01% | −2,695−26.8% | Reduced |
| Asset Dedication, LLC | 7,360 | $407.0K | 0.03% | −170−2.3% | Reduced |
| Fruth Investment Management | 7,381 | $407.0K | 0.12% | −100−1.3% | Reduced |
| Harbor Advisors LLC | 7,411 | $409.1K | 0.09% | +7,411 | New |
| Cornerstone Wealth Management, LLC | 7,433 | $410.4K | 0.04% | +507+7.3% | Added |
| RFG Advisory, LLC | 7,436 | $410.4K | 0.02% | +2,937+65.3% | Added |
| Westpac Banking Corp | 7,451 | $411.3K | 0.03% | −18,898−71.7% | Reduced |
| Rothschild Investment Corp | 7,462 | $412.0K | 0.03% | +410+5.8% | Added |
| Farmers Trust Co | 7,472 | $412.5K | 0.10% | −500−6.3% | Reduced |
| Financial Advisory Group | 7,562 | $417.4K | 0.09% | −133−1.7% | Reduced |
| Peoples Financial Services Corp. | 7,600 | $419.5K | 0.20% | 00.0% | Unchanged |
| Investment House LLC | 7,629 | $421.1K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,631 | $421.2K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7,637 | $421.6K | 0.09% | −16−0.2% | Reduced |
| NTV Asset Management LLC | 7,677 | $423.8K | 0.08% | −272−3.4% | Reduced |
| Chemung Canal Trust Co | 7,695 | $424.8K | 0.10% | 00.0% | Unchanged |
| Wade G W & Inc | 7,694 | $425.0K | 0.02% | +858+12.6% | Added |
| Old National Bancorp | 7,726 | $426.5K | 0.01% | −20−0.3% | Reduced |
| Atwood & Palmer Inc | 7,750 | $427.8K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 7,862 | $434.0K | 0.04% | −379−4.6% | Reduced |
| Triangle Securities Wealth Management | 7,870 | $434.4K | 0.15% | −100−1.3% | Reduced |
| Credit Agricole S A | 7,877 | $434.8K | 0.01% | +5,477+228.2% | Added |
| Financial Counselors Inc | 7,934 | $438.0K | 0.01% | −281−3.4% | Reduced |
| Stevens Capital Management LP | 7,941 | $438.0K | 0.13% | +7,941 | New |
| Coldstream Capital Management Inc | 7,948 | $438.7K | 0.01% | −237−2.9% | Reduced |
| Sunbelt Securities, Inc. | 7,974 | $440.1K | 0.06% | −23−0.3% | Reduced |
| DFPG Investments, LLC | 8,733 | $440.4K | 0.04% | +104+1.2% | Added |
| Washington Trust Co | 8,005 | $441.9K | 0.02% | −1,000−11.1% | Reduced |
| Aspen Investment Management Inc | 8,025 | $442.0K | 0.27% | −50−0.6% | Reduced |
| Rockland Trust Co | 8,008 | $442.0K | 0.03% | −88−1.1% | Reduced |
| First Western Trust Bank | 8,017 | $442.5K | 0.02% | −343−4.1% | Reduced |
| Moneta Group Investment Advisors LLC | 8,029 | $443.2K | 0.01% | +17+0.2% | Added |
| SRS Capital Advisors, Inc. | 8,103 | $447.3K | 0.06% | +748+10.2% | Added |
| Waldron Private Wealth LLC | 8,112 | $447.8K | 0.02% | +41+0.5% | Added |
| Angeles Investment Advisors, LLC | 8,125 | $448.5K | 0.04% | +105+1.3% | Added |
| Symmetry Partners, LLC | 8,129 | $449.0K | 0.02% | −4,237−34.3% | Reduced |
| Piscataqua Savings Bank | 8,200 | $452.6K | 0.39% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 8,223 | $453.9K | 0.36% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 8,230 | $454.3K | 0.11% | +3,275+66.1% | Added |
| Invesco, LLC | 8,243 | $455.0K | 0.23% | −235−2.8% | Reduced |
| Resources Management Corp | 8,263 | $456.0K | 0.07% | +93+1.1% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $457.3K | 0.16% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8,362 | $461.6K | 0.05% | −60−0.7% | Reduced |
| Ossiam | 8,374 | $462.2K | 0.01% | +7,675+1,098.0% | Added |
| Donaldson Capital Management, LLC | 8,377 | $462.4K | 0.02% | −802−8.7% | Reduced |
| Oppenheimer Asset Management Inc. | 8,381 | $462.6K | 0.01% | +150+1.8% | Added |
| Aptus Capital Advisors, LLC | 8,474 | $467.8K | 0.01% | +1,811+27.2% | Added |
| CX Institutional | 8,526 | $470.6K | 0.03% | +105+1.2% | Added |
| Forum Financial Management, LP | 8,529 | $470.8K | 0.01% | +6+0.1% | Added |
| Drexel Morgan & Co. | 8,578 | $473.5K | 0.13% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $474.7K | 0.18% | 00.0% | Unchanged |
| Cutler Group LP | 8,614 | $475.0K | 0.08% | +7,814+976.8% | Added |
| KG&L Capital Management,LLC | 8,586 | $476.7K | 0.23% | −200−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 8,650 | $477.5K | 0.04% | −141−1.6% | Reduced |
| Everett Harris & Co | 8,655 | $477.8K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,742 | $482.6K | 0.01% | +67+0.8% | Added |
| Advisor OS, LLC | 8,761 | $483.6K | 0.07% | +287+3.4% | Added |
| TD Private Client Wealth LLC | 8,776 | $484.4K | 0.02% | −52−0.6% | Reduced |
| Riverwater Partners LLC | 8,779 | $484.6K | 0.44% | −475−5.1% | Reduced |