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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 8,781 | $484.7K | 0.07% | −981−10.0% | Reduced |
| V-Square Quantitative Management LLC | 8,841 | $488.0K | 0.21% | +3,634+69.8% | Added |
| Cigna Investments Inc | 8,863 | $489.0K | 0.11% | −1,154−11.5% | Reduced |
| Bard Financial Services, Inc. | 8,860 | $489.1K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 8,907 | $491.7K | 0.06% | +132+1.5% | Added |
| 1st Source Bank | 8,911 | $491.9K | 0.03% | −600−6.3% | Reduced |
| GTS Securities LLC | 8,935 | $493.2K | 0.01% | +8,935 | New |
| NEOS Investment Management LLC | 8,935 | $493.2K | 0.06% | +8,935 | New |
| Exencial Wealth Advisors, LLC | 8,946 | $493.8K | 0.02% | −331−3.6% | Reduced |
| Axxcess Wealth Management, LLC | 9,016 | $497.7K | 0.02% | +3,618+67.0% | Added |
| Beck Mack & Oliver LLC | 9,024 | $498.1K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 8,911 | $498.5K | 0.04% | −235−2.6% | Reduced |
| HBK Sorce Advisory LLC | 9,049 | $499.5K | 0.02% | −582−6.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 9,085 | $501.5K | 0.03% | −400−4.2% | Reduced |
| David Loasby | 9,210 | $502.9K | 0.06% | +616+7.2% | Added |
| Beck Capital Management, LLC | 9,127 | $503.8K | 0.19% | −267−2.8% | Reduced |
| Monterey Private Wealth, Inc. | 9,148 | $505.0K | 0.25% | +10.0% | Added |
| CFO4Life Group, LLC | 9,166 | $506.0K | 0.12% | −1,625−15.1% | Reduced |
| Tucker Asset Management LLC | 9,219 | $508.9K | 0.14% | 00.0% | Unchanged |
| Sky Investment Group LLC | 9,262 | $511.3K | 0.12% | +500+5.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,278 | $512.1K | 0.05% | −65,167−87.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,305 | $513.6K | 0.04% | −430−4.4% | Reduced |
| Fiduciary Group LLC | 9,313 | $514.1K | 0.07% | −388−4.0% | Reduced |
| Charter Trust Co | 9,344 | $515.8K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 9,357 | $516.5K | 0.09% | −1,439−13.3% | Reduced |
| Sequoia Financial Advisors, LLC | 9,360 | $516.7K | 0.01% | −637−6.4% | Reduced |
| Resonant Capital Advisors, LLC | 9,389 | $518.3K | 0.06% | +2,001+27.1% | Added |
| Boston Financial Mangement LLC | 9,399 | $518.8K | 0.02% | +201+2.2% | Added |
| Sound View Wealth Advisors Group, LLC | 9,483 | $523.5K | 0.07% | +1,002+11.8% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $523.7K | 0.05% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 9,558 | $527.6K | 0.01% | −12,602−56.9% | Reduced |
| Graypoint LLC | 9,568 | $528.1K | 0.05% | +333+3.6% | Added |
| Profund Advisors LLC | 9,578 | $528.7K | 0.03% | −134−1.4% | Reduced |
| Ci Investments Inc. | 9,596 | $530.0K | 0.00% | +288+3.1% | Added |
| Arkadios Wealth Advisors | 9,627 | $531.4K | 0.05% | +1,643+20.6% | Added |
| Ameritas Investment Partners, Inc. | 9,902 | $546.6K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9,924 | $547.8K | 0.09% | +9,924 | New |
| Boyd Watterson Asset Management LLC | 9,934 | $548.4K | 0.24% | −84−0.8% | Reduced |
| Alterity Financial Group, LLC | 9,957 | $549.6K | 0.87% | +815+8.9% | Added |
| Cullinan Associates Inc | 9,961 | $549.8K | 0.03% | −21,700−68.5% | Reduced |
| J.W. Cole Advisors, Inc. | 9,965 | $550.1K | 0.04% | +5+0.1% | Added |
| Canal Insurance CO | 10,000 | $552.0K | 0.16% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $552.0K | 0.13% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,015 | $552.8K | 0.01% | +2,429+32.0% | Added |
| Carret Asset Management, LLC | 10,086 | $556.8K | 0.08% | 00.0% | Unchanged |
| Transform Wealth, LLC | 10,272 | $567.0K | 0.06% | −2,892−22.0% | Reduced |
| Silver Oak Securities, Inc | 10,273 | $567.1K | 0.12% | +326+3.3% | Added |
| Bull Street Advisors, LLC | 10,347 | $571.0K | 0.30% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,401 | $574.1K | 0.06% | +569+5.8% | Added |
| Boston Trust Walden Corp | 10,437 | $576.1K | 0.00% | −500−4.6% | Reduced |
| Avestar Capital, LLC | 10,467 | $577.8K | 0.09% | −1,212−10.4% | Reduced |
| International Assets Investment Management, LLC | 32,147 | $578.7K | 0.08% | +470+1.5% | Added |
| Crestwood Advisors Group LLC | 10,535 | $581.5K | 0.02% | −1,541−12.8% | Reduced |
| Diversified Trust Co | 10,574 | $583.7K | 0.02% | +750+7.6% | Added |
| Valeo Financial Advisors, LLC | 10,586 | $584.4K | 0.03% | +584+5.8% | Added |
| Trust Co of Virginia | 10,604 | $585.3K | 0.06% | +363+3.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,644 | $588.0K | 0.07% | −364−3.3% | Reduced |
| Grimes & Company, Inc. | 10,676 | $589.3K | 0.02% | −13−0.1% | Reduced |
| Aull & Monroe Investment Management Corp | 10,684 | $589.8K | 0.31% | −172−1.6% | Reduced |
| Capital City Trust Co | 10,710 | $591.2K | 0.20% | −380−3.4% | Reduced |
| Community Bank, N.A. | 10,715 | $591.5K | 0.08% | −110−1.0% | Reduced |
| Jacobi Capital Management LLC | 10,721 | $591.8K | 0.07% | −18−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 10,729 | $592.2K | 0.02% | −1,529−12.5% | Reduced |
| Montecito Bank & Trust | 10,768 | $594.4K | 0.14% | −2,100−16.3% | Reduced |
| Vident Advisory, LLC | 10,813 | $596.9K | 0.02% | +10,813 | New |
| Laurel Wealth Advisors LLC | 10,847 | $598.8K | 0.13% | −260−2.3% | Reduced |
| Fishman Jay A Ltd | 10,900 | $601.7K | 0.08% | 00.0% | Unchanged |
| Dover Advisors, LLC | 10,912 | $602.3K | 0.61% | −150−1.4% | Reduced |
| Quadrant Capital Group LLC | 10,912 | $602.3K | 0.06% | +173+1.6% | Added |
| Barnett & Company, Inc. | 11,071 | $611.1K | 0.48% | −729−6.2% | Reduced |
| Security National Bank of Sioux City Iowa | 11,085 | $611.9K | 0.48% | −164−1.5% | Reduced |
| Apollon Wealth Management, LLC | 11,117 | $613.7K | 0.03% | −1,197−9.7% | Reduced |
| Investment Advisory Services Inc | 11,158 | $615.9K | 0.27% | +10.0% | Added |
| Simmons Bank | 11,262 | $621.7K | 0.06% | −190−1.7% | Reduced |
| Groesbeck Investment Management Corp | 11,299 | $624.0K | 0.95% | +1,363+13.7% | Added |
| Stock Yards Bank & Trust Co | 11,308 | $624.2K | 0.02% | +191+1.7% | Added |
| Shayne & Co., LLC | 11,310 | $624.3K | 0.21% | 00.0% | Unchanged |
| Busey Wealth Management | 11,479 | $633.6K | 0.03% | −1,016−8.1% | Reduced |
| Courier Capital LLC | 11,505 | $635.1K | 0.05% | −990−7.9% | Reduced |
| Burns J W & Co Inc | 11,507 | $635.2K | 0.10% | −490−4.1% | Reduced |
| Lindbrook Capital, LLC | 11,558 | $638.0K | 0.07% | +722+6.7% | Added |
| Freestone Capital Holdings, LLC | 11,559 | $638.1K | 0.03% | −226−1.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,623 | $641.5K | 0.03% | +824+7.6% | Added |
| Little House Capital LLC | 11,638 | $642.4K | 0.26% | +11,638 | New |
| Allred Capital Management, LLC | 11,643 | $642.7K | 0.32% | −669−5.4% | Reduced |
| Ledyard National Bank | 11,663 | $643.8K | 0.07% | +465+4.2% | Added |
| Soltis Investment Advisors LLC | 11,713 | $646.6K | 0.08% | +177+1.5% | Added |
| Venture Visionary Partners LLC | 11,712 | $646.7K | 0.04% | −20.0% | Reduced |
| Personal Cfo Solutions, LLC | 11,765 | $649.5K | 0.13% | +37+0.3% | Added |
| Forte Capital LLC | 11,867 | $655.1K | 0.10% | −634−5.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 11,886 | $656.1K | 0.02% | −348−2.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 11,976 | $661.1K | 0.10% | +1,104+10.2% | Added |
| Columbia Asset Management | 12,003 | $663.0K | 0.15% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12,044 | $663.9K | 0.01% | +1,680+16.2% | Added |
| Bryn Mawr Trust Co | 12,072 | $666.4K | 0.03% | −2,400−16.6% | Reduced |
| North Star Investment Management Corp. | 12,115 | $668.7K | 0.06% | +7,981+193.1% | Added |
| Geller Advisors LLC | 12,129 | $669.5K | 0.08% | +3,209+36.0% | Added |
| Meridian Management Co | 12,159 | $671.2K | 0.22% | +74+0.6% | Added |
| Webster Bank, N. A. | 12,314 | $679.7K | 0.09% | −16−0.1% | Reduced |
| Eagle Asset Management Inc | 12,326 | $680.4K | 0.00% | −29−0.2% | Reduced |