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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 4,147 | $228.9K | 0.03% | −42,168−91.0% | Reduced |
| Atlantic Union Bankshares Corp | 4,142 | $228.6K | 0.02% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 4,135 | $228.3K | 0.21% | −891−17.7% | Reduced |
| Mitchell Sinkler & Starr | 4,133 | $228.1K | 0.07% | +4,133 | New |
| Fulton Bank, N.A. | 4,094 | $226.0K | 0.01% | +4,094 | New |
| Independent Wealth Network Inc. | 4,078 | $225.1K | 0.14% | +45+1.1% | Added |
| Sovereign Financial Group, Inc. | 4,036 | $222.8K | 0.08% | −3,593−47.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,034 | $222.7K | 0.02% | +4,034 | New |
| JTC Employer Solutions Trusteee Ltd | 4,020 | $222.0K | 0.02% | +2,375+144.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,013 | $221.5K | 0.03% | +4,013 | New |
| Canton Hathaway, LLC | 4,000 | $221.0K | 0.07% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,992 | $220.4K | 0.00% | −108−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 3,980 | $219.7K | 0.03% | +3,980 | New |
| Miracle Mile Advisors, LLC | 3,971 | $219.2K | 0.01% | +3,971 | New |
| Mairs & Power Inc | 3,960 | $218.6K | 0.00% | +3,960 | New |
| Smithfield Trust Co | 3,904 | $218.0K | 0.01% | +95+2.5% | Added |
| Cypress Capital Group | 3,927 | $216.8K | 0.03% | +3,927 | New |
| HCR Wealth Advisors | 3,913 | $216.0K | 0.05% | +3,913 | New |
| Federated Hermes, Inc. | 3,899 | $215.2K | 0.00% | +1,634+72.1% | Added |
| Keel Point, LLC | 3,896 | $215.1K | 0.03% | +3,896 | New |
| Signature Wealth Management Partners, LLC | 3,889 | $214.7K | 0.21% | −811−17.3% | Reduced |
| Warren Averett Asset Management, LLC | 3,888 | $214.6K | 0.01% | +3,888 | New |
| Acropolis Investment Management, LLC | 3,876 | $213.9K | 0.02% | −175−4.3% | Reduced |
| Prelude Capital Management, LLC | 3,869 | $213.6K | 0.02% | −11,554−74.9% | Reduced |
| Eudaimonia Partners, LLC | 3,847 | $212.4K | 0.05% | +3,847 | New |
| Aries Wealth Management | 3,985 | $211.8K | 0.08% | +3,985 | New |
| Teza Capital Management LLC | 3,830 | $211.4K | 0.03% | +3,830 | New |
| Pavion Blue Capital, LLC | 4,316 | $210.7K | 0.13% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,815 | $210.6K | 0.03% | +3,815 | New |
| D'Orazio & Associates, Inc. | 3,814 | $210.5K | 0.05% | +3,814 | New |
| Cypress Capital Management LLC (WY) | 3,810 | $210.3K | 0.25% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,807 | $210.1K | 0.06% | +3,807 | New |
| Northeast Financial Consultants Inc | 3,801 | $209.8K | 0.01% | +3,801 | New |
| Sheets Smith Wealth Management | 3,792 | $209.3K | 0.03% | +3,792 | New |
| PBMares Wealth Management LLC | 3,787 | $209.0K | 0.08% | +3,787 | New |
| Todd Asset Management LLC | 3,785 | $208.9K | 0.00% | +3,785 | New |
| Baxter Bros Inc | 3,778 | $208.6K | 0.03% | +3,778 | New |
| Transcend Wealth Collective, LLC | 3,754 | $207.2K | 0.02% | +3,754 | New |
| Marathon Capital Management | 3,753 | $207.2K | 0.05% | +3,753 | New |
| Grove Bank & Trust | 3,751 | $207.1K | 0.04% | −22−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 3,744 | $206.7K | 0.05% | +3,744 | New |
| CPA Asset Management LLC | 3,740 | $206.4K | 0.14% | +3,740 | New |
| TFC Financial Management | 3,738 | $206.3K | 0.05% | −580−13.4% | Reduced |
| Worth Financial Advisory Group, LLC | 3,719 | $205.3K | 0.19% | +3,719 | New |
| PDS Planning, Inc | 3,712 | $204.9K | 0.03% | +3,712 | New |
| First Affirmative Financial Network | 3,708 | $204.7K | 0.20% | +3,708 | New |
| Madison Wealth Partners, Inc | 3,707 | $204.6K | 0.10% | +3,707 | New |
| Parcion Private Wealth LLC | 3,700 | $204.2K | 0.02% | +3,700 | New |
| Capital Asset Advisory Services LLC | 3,642 | $204.1K | 0.01% | +3,642 | New |
| Ziegler Capital Management, LLC | 3,674 | $202.8K | 0.01% | +3,674 | New |
| Brandywine Oak Private Wealth LLC | 3,674 | $202.8K | 0.02% | +3,674 | New |
| Kornitzer Capital Management Inc | 3,671 | $202.6K | 0.00% | +3,671 | New |
| Crawford Investment Counsel Inc | 3,657 | $201.9K | 0.00% | +3,657 | New |
| FSM Wealth Advisors, LLC | 3,649 | $201.4K | 0.10% | +3,649 | New |
| PFG Investments, LLC | 3,635 | $200.6K | 0.04% | +3,635 | New |
| Equitable Trust Co | 3,632 | $200.5K | 0.02% | +3,632 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,534 | $195.0K | 0.13% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,466 | $191.3K | 0.03% | +2,262+187.9% | Added |
| Global Retirement Partners, LLC | 3,188 | $174.1K | 0.01% | +343+12.1% | Added |
| Massmutual Trust Co FSB | 3,150 | $173.9K | 0.01% | +62+2.0% | Added |
| Covestor Ltd | 3,113 | $172.0K | 0.13% | +1,082+53.3% | Added |
| Quent Capital, LLC | 3,078 | $169.9K | 0.03% | +2+0.1% | Added |
| Parkside Financial Bank & Trust | 3,041 | $167.9K | 0.04% | +108+3.7% | Added |
| Caldwell Sutter Capital, Inc. | 3,041 | $167.9K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,028 | $167.1K | 0.02% | +539+21.7% | Added |
| Bank of New Hampshire | 2,962 | $163.5K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,775 | $153.2K | 0.02% | −106−3.7% | Reduced |
| FinTrust Capital Advisors, LLC | 2,741 | $151.3K | 0.03% | +84+3.2% | Added |
| Atlas Capital Advisors LLC | 2,728 | $150.6K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,704 | $149.3K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,699 | $149.0K | 0.01% | −685−20.2% | Reduced |
| Geneos Wealth Management Inc. | 2,681 | $148.0K | 0.01% | −100−3.6% | Reduced |
| Alta Advisers Ltd | 2,600 | $143.5K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,545 | $140.5K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,523 | $139.3K | 0.08% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,500 | $138.0K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,463 | $136.0K | 0.09% | 00.0% | Unchanged |
| City State Bank | 2,432 | $134.0K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,422 | $134.0K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2,368 | $131.0K | 0.06% | −202−7.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 2,327 | $128.0K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 2,294 | $126.6K | 0.11% | +4+0.2% | Added |
| Clean Yield Group | 2,259 | $126.6K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,282 | $126.0K | 0.01% | +537+30.8% | Added |
| Monetary Management Group Inc | 2,275 | $125.6K | 0.04% | −1,250−35.5% | Reduced |
| MV Capital Management, Inc. | 2,266 | $125.1K | 0.02% | +149+7.0% | Added |
| Hazlett, Burt & Watson, Inc. | 2,269 | $125.0K | 0.09% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,258 | $125.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,250 | $124.2K | 0.09% | −100−4.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,237 | $123.5K | 0.00% | −3,500−61.0% | Reduced |
| First Command Advisory Services, Inc. | 2,178 | $120.2K | 0.00% | +2,178 | New |
| Eagle Bay Advisors LLC | 2,171 | $119.8K | 0.06% | +5+0.2% | Added |
| Ulland Investment Advisors, LLC | 2,144 | $118.0K | 0.13% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,145 | $118.0K | 0.01% | +2,145 | New |
| Harvest Fund Management Co., Ltd | 2,123 | $117.0K | 0.02% | +1,843+658.2% | Added |
| Duncker Streett & Co Inc | 2,066 | $114.1K | 0.03% | +4+0.2% | Added |
| Addison Advisors LLC | 2,061 | $113.8K | 0.05% | −53−2.5% | Reduced |
| Centaurus Financial, Inc. | 2,040 | $113.0K | 0.01% | −2−0.1% | Reduced |
| Blue Chip Partners, Inc. | 2,040 | $112.6K | 0.01% | +6+0.3% | Added |
| Wellington Shields & Co., LLC | 2,000 | $110.4K | 0.03% | 00.0% | Unchanged |