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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 19,877 | $1.10M | 0.14% | −12−0.1% | Reduced |
| Kraematon Investment Advisors, Inc | 19,978 | $1.10M | 1.36% | +41+0.2% | Added |
| Abbrea Capital, LLC | 20,006 | $1.10M | 0.18% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 20,284 | $1.12M | 0.02% | +1,910+10.4% | Added |
| Choate Investment Advisors | 20,313 | $1.12M | 0.04% | +372+1.9% | Added |
| Colony Group LLC | 20,399 | $1.13M | 0.02% | +398+2.0% | Added |
| Liberty Capital Management, Inc. | 20,952 | $1.16M | 0.34% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 21,034 | $1.16M | 0.12% | +13,954+197.1% | Added |
| Modera Wealth Management, LLC | 21,099 | $1.16M | 0.02% | +3,430+19.4% | Added |
| La Banque Postale Asset Management SA | 21,230 | $1.17M | 0.03% | +2,463+13.1% | Added |
| Lakewood Asset Management LLC | 21,514 | $1.19M | 0.97% | −1,347−5.9% | Reduced |
| Wetherby Asset Management Inc | 21,519 | $1.19M | 0.07% | +147+0.7% | Added |
| Quantum Private Wealth, LLC | 21,571 | $1.19M | 0.57% | +500+2.4% | Added |
| Garrison Point Advisors, LLC | 21,575 | $1.19M | 0.92% | −700−3.1% | Reduced |
| AXS Investments LLC | 21,687 | $1.20M | 0.31% | −6,578−23.3% | Reduced |
| TownSquare Capital, LLC | 21,735 | $1.20M | 0.02% | −3,590−14.2% | Reduced |
| Eqis Capital Management, Inc. | 21,823 | $1.20M | 0.15% | −27,773−56.0% | Reduced |
| Schnieders Capital Management LLC | 21,912 | $1.21M | 0.27% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 21,937 | $1.21M | 0.06% | −295−1.3% | Reduced |
| Sawgrass Asset Management LLC | 21,938 | $1.21M | 0.15% | +216+1.0% | Added |
| Salem Investment Counselors Inc | 22,260 | $1.23M | 0.05% | −180−0.8% | Reduced |
| CAPROCK Group, Inc. | 22,404 | $1.24M | 0.09% | +2,152+10.6% | Added |
| Hunter Associates Investment Management LLC | 22,458 | $1.24M | 0.25% | +436+2.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,676 | $1.25M | 0.01% | +22,676 | New |
| Squarepoint Ops LLC | 22,738 | $1.26M | 0.01% | −9,780−30.1% | Reduced |
| Integrated Wealth Concepts LLC | 22,774 | $1.26M | 0.02% | −16−0.1% | Reduced |
| Birch Hill Investment Advisors LLC | 22,800 | $1.26M | 0.08% | +105+0.5% | Added |
| Hohimer Wealth Management, LLC | 22,956 | $1.27M | 0.36% | 00.0% | Unchanged |
| Ostrum Asset Management | 23,018 | $1.27M | 0.12% | +14,405+167.2% | Added |
| Van Hulzen Asset Management, LLC | 23,025 | $1.27M | 0.10% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 23,054 | $1.27M | 0.11% | −450−1.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 23,083 | $1.27M | 0.03% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 23,268 | $1.28M | 0.32% | 00.0% | Unchanged |
| Greenleaf Trust | 23,406 | $1.29M | 0.01% | +1,920+8.9% | Added |
| Lazard Freres Gestion S.A.S. | 23,210 | $1.30M | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 23,600 | $1.30M | 0.33% | −135−0.6% | Reduced |
| Lake Street Advisors Group, LLC | 23,637 | $1.30M | 0.08% | +921+4.1% | Added |
| HB Wealth Management, LLC | 23,926 | $1.32M | 0.02% | +2,241+10.3% | Added |
| C2C Wealth Management, LLC | 24,425 | $1.33M | 0.19% | 00.0% | Unchanged |
| United Services Automobile Association | 24,514 | $1.35M | 0.03% | +5,394+28.2% | Added |
| Banque Pictet & Cie SA | 24,850 | $1.37M | 0.02% | +5,793+30.4% | Added |
| Panagora Asset Management Inc | 25,002 | $1.38M | 0.01% | +4,844+24.0% | Added |
| First Manhattan Co | 25,045 | $1.38M | 0.01% | +55+0.2% | Added |
| Benjamin Edwards Inc | 25,245 | $1.39M | 0.33% | −409−1.6% | Reduced |
| Guggenheim Capital LLC | 25,256 | $1.39M | 0.01% | −9,262−26.8% | Reduced |
| Woodstock Corp | 25,302 | $1.40M | 0.18% | −1,069−4.1% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.42M | 0.07% | 00.0% | Unchanged |
| Romano Brothers and Company | 25,977 | $1.43M | 0.22% | −1,445−5.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.44M | 0.22% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 25,700 | $1.44M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 26,104 | $1.44M | 0.02% | +2,749+11.8% | Added |
| Orion Portfolio Solutions, LLC | 26,104 | $1.44M | 0.02% | +2,749+11.8% | Added |
| Central Trust Co | 26,201 | $1.45M | 0.04% | +20.0% | Added |
| KCM Investment Advisors LLC | 26,303 | $1.45M | 0.06% | −95−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,439 | $1.46M | 0.04% | +104+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,473 | $1.46M | 0.02% | +473+1.8% | Added |
| CIBC World Markets Inc. | 26,598 | $1.47M | 0.01% | +468+1.8% | Added |
| Principle Wealth Partners LLC | 26,756 | $1.48M | 0.15% | +1,786+7.2% | Added |
| Johnson Investment Counsel Inc | 27,067 | $1.49M | 0.02% | +1,573+6.2% | Added |
| Jefferies Financial Group Inc. | 27,081 | $1.49M | 0.04% | −568−2.1% | Reduced |
| Burney Co | 27,130 | $1.50M | 0.07% | −1,381−4.8% | Reduced |
| Twinbeech Capital LP | 27,233 | $1.50M | 0.03% | +27,233 | New |
| MAI Capital Management | 27,315 | $1.51M | 0.02% | +59+0.2% | Added |
| Goelzer Investment Management, Inc. | 27,700 | $1.53M | 0.11% | −268−1.0% | Reduced |
| Moors & Cabot, Inc. | 27,995 | $1.55M | 0.10% | −1,930−6.4% | Reduced |
| FineMark National Bank & Trust | 28,815 | $1.59M | 0.07% | +33+0.1% | Added |
| Estate Counselors, LLC | 28,870 | $1.59M | 0.21% | −120−0.4% | Reduced |
| Assenagon Asset Management S.A. | 28,883 | $1.59M | 0.01% | −1,377−4.6% | Reduced |
| Empirical Finance, LLC | 28,968 | $1.60M | 0.12% | +2,969+11.4% | Added |
| Financial Advocates Investment Management | 29,095 | $1.61M | 0.12% | +16+0.1% | Added |
| SG Americas Securities, LLC | 29,293 | $1.62M | 0.02% | −6,113−17.3% | Reduced |
| Everence Capital Management Inc | 29,420 | $1.62M | 0.13% | +6,700+29.5% | Added |
| Proequities, Inc. | 29,520 | $1.63M | 0.13% | −7,302−19.8% | Reduced |
| Bleakley Financial Group, LLC | 29,604 | $1.63M | 0.06% | +1,562+5.6% | Added |
| Sawtooth Solutions, LLC | 29,604 | $1.63M | 0.05% | +1,565+5.6% | Added |
| Glenview Trust Co | 30,306 | $1.67M | 0.05% | +2,325+8.3% | Added |
| O'Shaughnessy Asset Management, LLC | 30,639 | $1.69M | 0.03% | +9,719+46.5% | Added |
| Delta Financial Advisors LLC | 30,715 | $1.70M | 0.76% | +140.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 31,145 | $1.72M | 0.13% | +1,176+3.9% | Added |
| Pacific Global Investment Management CO | 31,175 | $1.72M | 0.38% | −653−2.1% | Reduced |
| Aureus Asset Management, LLC | 31,619 | $1.75M | 0.14% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 31,795 | $1.75M | 1.15% | +31,795 | Added |
| Hoylecohen, LLC | 31,920 | $1.76M | 0.16% | +31,920 | New |
| Barden Capital Management, Inc. | 32,124 | $1.77M | 1.72% | +3,640+12.8% | Added |
| Norinchukin Bank, The | 32,248 | $1.78M | 0.04% | −35,460−52.4% | Reduced |
| IMC-Chicago, LLC | 32,724 | $1.81M | 0.12% | +32,724 | New |
| Headinvest, LLC | 33,161 | $1.81M | 0.39% | +300+0.9% | Added |
| Cornerstone Advisors, LLC | 32,800 | $1.81M | 0.08% | +32,800 | New |
| Sabal Trust CO | 32,810 | $1.81M | 0.12% | +1,097+3.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 33,199 | $1.83M | 0.04% | −46,000−58.1% | Reduced |
| Two Sigma Investments, LP | 33,300 | $1.84M | 0.01% | −203,600−85.9% | Reduced |
| Selway Asset Management | 33,795 | $1.87M | 0.86% | +320+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 34,305 | $1.89M | 0.03% | −1,263−3.6% | Reduced |
| Bartlett & Co. LLC | 34,305 | $1.89M | 0.03% | −1,263−3.6% | Reduced |
| Pinebridge Investments, L.P. | 34,424 | $1.90M | 0.02% | −3,560−9.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 34,428 | $1.90M | 0.03% | −5,155−13.0% | Reduced |
| Metropolitan Life Insurance Co | 34,655 | $1.91M | 0.10% | −1,726−4.7% | Reduced |
| Blue Square Asset Management, LLC | 35,069 | $1.94M | 1.43% | +2,045+6.2% | Added |
| Quantinno Capital Management LP | 35,205 | $1.94M | 0.09% | +25,228+252.9% | Added |
| Tiaa Trust, National Association | 35,247 | $1.95M | 0.01% | +35,247 | New |