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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 12,354 | $681.9K | 0.04% | −1,132−8.4% | Reduced |
| Core Wealth Partners LLC | 12,759 | $704.3K | 0.64% | +7,747+154.6% | Added |
| Auto-Owners Insurance Co | 12,787 | $705.8K | 0.02% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 12,804 | $706.8K | 0.12% | +10.0% | Added |
| Excalibur Management Corp | 12,828 | $708.1K | 0.37% | −40−0.3% | Reduced |
| Horizon Investments, LLC | 12,922 | $710.5K | 0.02% | +781+6.4% | Added |
| Compagnie Lombard Odier SCmA | 12,901 | $712.1K | 0.02% | −530−3.9% | Reduced |
| Benedict Financial Advisors Inc | 12,941 | $714.3K | 0.21% | +110+0.9% | Added |
| Chicago Capital, LLC | 13,074 | $721.7K | 0.03% | +168+1.3% | Added |
| Cambridge Trust Co | 13,079 | $722.0K | 0.03% | −109−0.8% | Reduced |
| Werlinich Asset Management, LLC | 13,104 | $723.4K | 0.60% | +189+1.5% | Added |
| Wahed Invest LLC | 13,173 | $727.1K | 0.24% | +1,192+9.9% | Added |
| Holderness Investments Co | 13,195 | $728.4K | 0.28% | +33+0.3% | Added |
| Kingsview Wealth Management, LLC | 13,352 | $737.0K | 0.03% | +473+3.7% | Added |
| Waterford Advisors, LLC | 13,381 | $738.6K | 0.41% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 13,401 | $739.7K | 0.46% | −300−2.2% | Reduced |
| Lincoln National Corp | 13,461 | $743.0K | 0.01% | −312−2.3% | Reduced |
| N.E.W. Advisory Services LLC | 13,504 | $745.4K | 0.11% | +20.0% | Added |
| GYL Financial Synergies, LLC | 13,527 | $746.7K | 0.07% | +1,313+10.7% | Added |
| Mach-1 Financial Group, Inc. | 13,551 | $748.0K | 0.31% | −3,723−21.6% | Reduced |
| Amussen Hunsaker Associates LLC | 13,732 | $752.1K | 0.17% | 00.0% | Unchanged |
| Rossmore Private Capital | 13,776 | $760.4K | 0.12% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,793 | $761.4K | 0.75% | −3,200−18.8% | Reduced |
| Umb Bank N A | 13,858 | $765.0K | 0.01% | −1,351−8.9% | Reduced |
| Friedenthal Financial | 13,884 | $766.4K | 0.52% | +13,884 | New |
| Qtron Investments LLC | 13,965 | $770.9K | 0.15% | −4,568−24.6% | Reduced |
| Curated Wealth Partners LLC | 14,024 | $774.1K | 0.14% | −703−4.8% | Reduced |
| Brendel Financial Advisors LLC | 14,078 | $777.0K | 1.15% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 14,111 | $778.9K | 0.69% | −6,419−31.3% | Reduced |
| Compass Wealth Management LLC | 14,176 | $782.5K | 0.25% | −650−4.4% | Reduced |
| Scotia Capital Inc. | 14,345 | $791.9K | 0.01% | −964−6.3% | Reduced |
| Ar Asset Management Inc | 14,400 | $795.0K | 0.22% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 14,431 | $796.6K | 0.43% | +642+4.7% | Added |
| Penobscot Investment Management Company, Inc. | 14,512 | $801.1K | 0.11% | +2,070+16.6% | Added |
| ELCO Management Co., LLC | 14,528 | $801.9K | 0.58% | −283−1.9% | Reduced |
| Foster & Motley Inc | 14,523 | $802.0K | 0.07% | −9−0.1% | Reduced |
| Lido Advisors, LLC | 14,559 | $803.7K | 0.01% | +3,904+36.6% | Added |
| Meeder Advisory Services, Inc. | 14,582 | $804.9K | 0.10% | −1,886−11.5% | Reduced |
| Signaturefd, LLC | 14,653 | $808.9K | 0.02% | +932+6.8% | Added |
| Alpha DNA Investment Management LLC | 14,661 | $809.3K | 0.52% | −7,496−33.8% | Reduced |
| Bokf, NA | 17,028 | $811.6K | 0.02% | +9,279+119.7% | Added |
| Trust Co of Toledo NA | 14,818 | $818.0K | 0.16% | −1,305−8.1% | Reduced |
| Daymark Wealth Partners, LLC | 14,818 | $818.0K | 0.06% | +319+2.2% | Added |
| Estabrook Capital Management | 14,937 | $824.5K | 0.15% | −218−1.4% | Reduced |
| Penserra Capital Management LLC | 14,974 | $825.0K | 0.02% | −504−3.3% | Reduced |
| TrinityPoint Wealth, LLC | 15,037 | $830.0K | 0.17% | −118−0.8% | Reduced |
| Veriti Management LLC | 15,060 | $831.3K | 0.10% | +852+6.0% | Added |
| Montag A & Associates Inc | 15,095 | $833.2K | 0.05% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 15,150 | $836.3K | 0.70% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 15,178 | $837.8K | 0.05% | +7,591+100.1% | Added |
| Security National Bank of So Dak | 15,295 | $844.3K | 0.62% | +515+3.5% | Added |
| Alberta Investment Management Corp | 15,400 | $850.1K | 0.01% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 15,533 | $857.4K | 0.54% | +41+0.3% | Added |
| City Holding Co | 15,557 | $858.7K | 0.15% | −1,243−7.4% | Reduced |
| Pitcairn Co | 15,591 | $860.6K | 0.07% | +830+5.6% | Added |
| Bank of Hawaii | 15,631 | $862.8K | 0.05% | −184−1.2% | Reduced |
| Tower Bridge Advisors | 15,789 | $871.6K | 0.08% | +25+0.2% | Added |
| Flputnam Investment Management Co | 15,807 | $872.6K | 0.02% | −688−4.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 15,685 | $877.0K | 0.08% | −1,105−6.6% | Reduced |
| Prospera Financial Services Inc | 15,891 | $877.5K | 0.03% | +197+1.3% | Added |
| Wedmont Private Capital | 15,962 | $878.2K | 0.09% | +1,071+7.2% | Added |
| Baldwin Investment Management, LLC | 16,227 | $895.7K | 0.15% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16,252 | $897.1K | 0.01% | −277−1.7% | Reduced |
| Cascade Investment Advisors, Inc. | 16,393 | $904.9K | 0.72% | +935+6.0% | Added |
| Westhampton Capital, LLC | 16,457 | $908.4K | 0.58% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 16,505 | $910.8K | 0.01% | +16,505 | New |
| Fractal Investments LLC | 16,501 | $910.9K | 0.19% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,620 | $917.0K | 0.05% | +652+4.1% | Added |
| Parallel Advisors, LLC | 16,623 | $917.6K | 0.03% | +276+1.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,673 | $920.4K | 0.02% | +5,906+54.9% | Added |
| Advisory Services Network, LLC | 16,682 | $920.9K | 0.02% | +278+1.7% | Added |
| Home Federal Bank of Tennessee | 16,907 | $933.3K | 0.35% | −100−0.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 16,930 | $934.5K | 0.12% | +287+1.7% | Added |
| Boston Private Wealth LLC | 17,375 | $959.1K | 0.02% | −2,071−10.7% | Reduced |
| Caldwell Trust Co | 17,452 | $963.4K | 0.13% | −188−1.1% | Reduced |
| Knowledge Leaders Capital, LLC | 17,551 | $968.8K | 1.43% | +17,551 | New |
| RSM US Wealth Management LLC | 17,556 | $969.1K | 0.03% | −205−1.2% | Reduced |
| Wendell David Associates Inc | 17,770 | $981.0K | 0.12% | −150−0.8% | Reduced |
| Vestcor Inc | 17,869 | $986.0K | 0.04% | −1,947−9.8% | Reduced |
| Kestra Private Wealth Services, LLC | 17,922 | $989.3K | 0.03% | +872+5.1% | Added |
| Meeder Asset Management Inc | 17,924 | $989.4K | 0.08% | +17,924 | New |
| BKD Wealth Advisors, LLC | 18,084 | $998.2K | 0.03% | −569−3.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,443 | $1.02M | 0.12% | −14,028−43.2% | Reduced |
| First Hawaiian Bank | 18,638 | $1.03M | 0.04% | 00.0% | Unchanged |
| Patten & Patten Inc | 18,724 | $1.03M | 0.09% | −210−1.1% | Reduced |
| Moody National Bank Trust Division | 18,778 | $1.04M | 0.07% | +1,877+11.1% | Added |
| Roberts Glore & Co Inc | 18,886 | $1.04M | 0.34% | −774−3.9% | Reduced |
| Bridges Investment Management Inc | 18,895 | $1.04M | 0.04% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.05M | 0.27% | 00.0% | Unchanged |
| Lipe & Dalton | 19,177 | $1.06M | 0.64% | +101+0.5% | Added |
| Segall Bryant & Hamill, LLC | 19,264 | $1.06M | 0.01% | −58−0.3% | Reduced |
| Sigma Planning Corp | 19,264 | $1.06M | 0.04% | −406−2.1% | Reduced |
| Bollard Group LLC | 19,277 | $1.06M | 0.04% | +10.0% | Added |
| Ahl Investment Management, Inc. | 19,281 | $1.06M | 0.95% | −394−2.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,293 | $1.06M | 0.12% | −73−0.4% | Reduced |
| Clearstead Advisors, LLC | 19,315 | $1.07M | 0.07% | −351−1.8% | Reduced |
| Resources Investment Advisors, LLC. | 19,442 | $1.07M | 0.02% | −125−0.6% | Reduced |
| Buffington Mohr McNeal | 19,590 | $1.08M | 0.25% | +745+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 19,601 | $1.08M | 0.07% | +2,770+16.5% | Added |
| New England Research & Management, Inc. | 19,628 | $1.08M | 0.62% | −11,019−36.0% | Reduced |