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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 5,427 | $299.6K | 0.18% | −385−6.6% | Reduced |
| Founders Financial Securities LLC | 5,408 | $298.5K | 0.04% | +5,408 | New |
| EverSource Wealth Advisors, LLC | 5,407 | $298.5K | 0.03% | +573+11.9% | Added |
| Mutual Advisors, LLC | 5,384 | $297.2K | 0.01% | −1,532−22.2% | Reduced |
| Twelve Points Wealth Management LLC | 5,381 | $297.0K | 0.15% | +5,381 | New |
| 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 |
| Pittenger & Anderson Inc | 5,348 | $295.2K | 0.01% | +1,635+44.0% | Added |
| Claro Advisors LLC | 5,342 | $294.9K | 0.07% | +23+0.4% | Added |
| Syon Capital LLC | 5,338 | $294.6K | 0.04% | +5,338 | New |
| Integrated Advisors Network LLC | 5,334 | $294.4K | 0.02% | −46−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 5,305 | $292.8K | 0.01% | +136+2.6% | Added |
| Cambridge Advisors Inc. | 5,301 | $292.6K | 0.08% | 00.0% | Unchanged |
| Heritage Trust Co | 5,287 | $291.8K | 0.05% | −160−2.9% | Reduced |
| KRS Capital Management, LLC | 5,272 | $291.0K | 0.31% | +5,272 | New |
| Founders Financial Alliance, LLC | 5,257 | $290.2K | 0.13% | −23−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 5,981 | $290.1K | 0.02% | −1,068−15.2% | Reduced |
| IHT Wealth Management, LLC | 5,255 | $290.0K | 0.01% | +540+11.5% | Added |
| Endowment Wealth Management, Inc. | 5,246 | $289.6K | 0.26% | −381−6.8% | Reduced |
| West Oak Capital, LLC | 5,235 | $289.0K | 0.14% | +300+6.1% | Added |
| MSH Capital Advisors LLC | 5,230 | $288.7K | 0.11% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,196 | $286.8K | 0.20% | −203−3.8% | Reduced |
| Aveo Capital Partners, LLC | 5,190 | $286.5K | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 5,176 | $285.7K | 0.01% | +5,176 | New |
| Peddock Capital Advisors, LLC | 5,130 | $283.2K | 0.09% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,123 | $282.8K | 0.03% | +644+14.4% | Added |
| Legacy Trust | 5,122 | $282.7K | 0.08% | +294+6.1% | Added |
| Chicago Trust Co NA | 5,121 | $282.7K | 0.07% | −3,965−43.6% | Reduced |
| Virtue Capital Management, LLC | 5,713 | $281.3K | 0.05% | 00.0% | Unchanged |
| Ted Buchan & Co | 5,070 | $279.9K | 0.22% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 5,052 | $278.9K | 0.19% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 5,042 | $278.3K | 0.19% | +4+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,041 | $278.3K | 0.04% | +16+0.3% | Added |
| Conning Inc. | 5,009 | $276.5K | 0.01% | −120−2.3% | Reduced |
| Thomasville National Bank | 4,995 | $275.7K | 0.03% | −62−1.2% | Reduced |
| Affinity Investment Advisors, LLC | 4,994 | $275.7K | 0.18% | −1,526−23.4% | Reduced |
| Holistic Financial Partners | 4,952 | $273.4K | 0.18% | +4,952 | New |
| Redhawk Wealth Advisors, Inc. | 4,951 | $273.3K | 0.09% | +29+0.6% | Added |
| LGT Group Foundation | 5,000 | $272.8K | 0.01% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 4,906 | $271.0K | 0.07% | −25−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 4,904 | $270.7K | 0.02% | −3,160−39.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,903 | $270.6K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 4,875 | $269.1K | 0.06% | −6−0.1% | Reduced |
| Sentry Investment Management LLC | 4,878 | $269.0K | 0.13% | −657−11.9% | Reduced |
| Advisory Alpha, LLC | 4,872 | $268.9K | 0.01% | +260+5.6% | Added |
| Engineers Gate Manager LP | 4,839 | $267.1K | 0.01% | +4,839 | New |
| Atlas Private Wealth Management | 4,832 | $266.7K | 0.14% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,830 | $266.6K | 0.01% | +402+9.1% | Added |
| First Financial Corp | 4,798 | $264.8K | 0.16% | −200−4.0% | Reduced |
| Gateway Wealth Partners, LLC | 4,792 | $264.5K | 0.05% | −385−7.4% | Reduced |
| Adirondack Trust Co | 4,788 | $264.3K | 0.13% | −65−1.3% | Reduced |
| Equitable Holdings, Inc. | 4,787 | $264.2K | 0.00% | −286−5.6% | Reduced |
| Davidson Trust Co | 4,784 | $264.1K | 0.20% | −380−7.4% | Reduced |
| Sentry LLC | 4,770 | $263.3K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,749 | $262.1K | 0.02% | −388−7.6% | Reduced |
| FRG Family Wealth Advisors LLC | 4,704 | $259.7K | 0.06% | −722−13.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 4,697 | $259.3K | 0.07% | +4,697 | New |
| Newman Dignan & Sheerar, Inc. | 4,696 | $259.2K | 0.09% | 00.0% | Unchanged |
| Trust Investment Advisors | 4,692 | $259.0K | 0.22% | +4,692 | New |
| Atlantic Trust, LLC | 4,692 | $259.0K | 0.09% | +355+8.2% | Added |
| Hilltop Holdings Inc. | 4,691 | $258.9K | 0.03% | −40−0.8% | Reduced |
| Hancock Whitney Corp | 4,674 | $258.0K | 0.01% | −944−16.8% | Reduced |
| Desjardins Global Asset Management Inc. | 4,673 | $258.0K | 0.03% | −2,974−38.9% | Reduced |
| Radnor Capital Management, LLC | 4,622 | $255.0K | 0.05% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 4,592 | $253.5K | 0.08% | +13+0.3% | Added |
| Cassaday & Co Wealth Management LLC | 4,582 | $252.9K | 0.01% | +5+0.1% | Added |
| Gratus Capital LLC | 4,564 | $251.9K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,546 | $250.9K | 0.01% | +171+3.9% | Added |
| L2 Asset Management, LLC | 962 | $250.1K | 0.12% | −2,849−74.8% | Reduced |
| Montis Financial, LLC | 4,531 | $250.1K | 0.17% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,499 | $248.3K | 0.07% | −291−6.1% | Reduced |
| Allstate Corp | 4,494 | $248.1K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 4,477 | $247.1K | 0.06% | +85+1.9% | Added |
| Schechter Investment Advisors, LLC | 4,464 | $246.4K | 0.02% | +4,464 | New |
| Tilt Investment Management Holdings, PBC | 4,444 | $245.3K | 0.18% | 00.0% | Unchanged |
| Hartline Investment Corp | 4,406 | $243.2K | 0.04% | +4,406 | New |
| Aberdeen Wealth Management LLC | 4,400 | $242.9K | 0.18% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 4,387 | $242.0K | 0.02% | +4,387 | New |
| Grandfield & Dodd, LLC | 4,356 | $240.5K | 0.02% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 4,345 | $239.8K | 0.01% | −707−14.0% | Reduced |
| Strategic Advisors LLC | 4,336 | $239.4K | 0.05% | −132−3.0% | Reduced |
| Walleye Trading LLC | 4,332 | $239.1K | 0.01% | +4,332 | New |
| MPS Loria Financial Planners, LLC | 4,326 | $238.8K | 0.09% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 4,325 | $238.7K | 0.22% | +4,325 | New |
| GSB Wealth Management, LLC | 4,323 | $238.6K | 0.08% | +3+0.1% | Added |
| Ropes Wealth Advisors LLC | 4,296 | $237.1K | 0.05% | −112−2.5% | Reduced |
| Financial Perspectives, Inc | 4,269 | $235.6K | 0.11% | +808+23.3% | Added |
| Fernwood Investment Management, LLC | 4,250 | $234.6K | 0.08% | 00.0% | Unchanged |
| Kidder Stephen W | 4,250 | $234.6K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 4,248 | $234.5K | 0.06% | +147+3.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,243 | $234.2K | 0.04% | −5−0.1% | Reduced |
| US Financial Advisors, LLC | 4,228 | $233.4K | 0.10% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4,228 | $233.4K | 0.03% | +10.0% | Added |
| Formidable Asset Management, LLC | 4,220 | $232.9K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,202 | $231.9K | 0.11% | −536−11.3% | Reduced |
| Hall Capital Management Co Inc | 4,200 | $231.8K | 0.15% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,699 | $230.3K | 0.01% | +407+9.5% | Added |
| Wintrust Investments LLC | 4,165 | $230.0K | 0.02% | +4,165 | New |
| Carmichael Hill & Associates, Inc. | 4,166 | $230.0K | 0.11% | −20.0% | Reduced |
| Guardian Wealth Advisors, LLC | 4,154 | $229.3K | 0.04% | −337−7.5% | Reduced |