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 |
|---|---|---|---|---|---|
| Caas Capital Management LP | 2,000 | $110.4K | 0.02% | +2,000 | New |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $109.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,951 | $108.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,946 | $107.4K | 0.02% | +16+0.8% | Added |
| Capital Analysts, LLC | 1,950 | $107.0K | 0.01% | +323+19.9% | Added |
| Creative Capital Management Investments LLC | 1,895 | $104.6K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,889 | $104.3K | 0.01% | −600−24.1% | Reduced |
| Center for Financial Planning, Inc. | 1,833 | $101.2K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,828 | $100.9K | 0.01% | −3−0.2% | Reduced |
| Missouri Trust & Investment Co | 1,823 | $100.6K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,800 | $99.4K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,765 | $97.4K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,761 | $97.2K | 0.05% | +4+0.2% | Added |
| 1832 Asset Management L.P. | 1,723 | $95.1K | 0.00% | +343+24.9% | Added |
| Dividend Assets Capital, LLC | 1,700 | $94.0K | 0.02% | −100−5.6% | Reduced |
| Carolinas Wealth Consulting LLC | 5,292 | $91.5K | 0.02% | +29+0.6% | Added |
| Stonebridge Capital Advisors LLC | 1,655 | $91.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,600 | $88.3K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,509 | $83.3K | 0.01% | +298+24.6% | Added |
| Costello Asset Management, INC | 1,500 | $82.8K | 0.08% | −160−9.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,621 | $81.0K | 0.00% | +29+1.8% | Added |
| Highlander Capital Management, LLC | 1,473 | $81.0K | 0.03% | +393+36.4% | Added |
| Mascoma Wealth Management LLC | 1,452 | $80.2K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,496 | $80.1K | 0.04% | +1,483+11,407.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,450 | $80.0K | 0.02% | +200+16.0% | Added |
| Oakmont Corp | 1,446 | $79.8K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,433 | $79.1K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $79.0K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,405 | $77.6K | 0.02% | −200−12.5% | Reduced |
| Princeton Global Asset Management LLC | 1,401 | $77.3K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,373 | $75.8K | 0.01% | −70−4.9% | Reduced |
| First Community Trust NA | 1,365 | $75.3K | 0.09% | 00.0% | Unchanged |
| American National Bank | 1,308 | $72.2K | 0.01% | +950+265.4% | Added |
| NVWM, LLC | 1,305 | $72.0K | 0.02% | +45+3.6% | Added |
| Acima Private Wealth, LLC | 1,300 | $71.8K | 0.03% | −369−22.1% | Reduced |
| Field & Main Bank | 1,285 | $70.9K | 0.03% | −215−14.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,283 | $70.8K | 0.02% | +1+0.1% | Added |
| Core Alternative Capital | 1,268 | $70.0K | 0.01% | −711−35.9% | Reduced |
| Key Financial Inc | 1,226 | $67.7K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,215 | $67.1K | 0.02% | −361−22.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,212 | $66.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,201 | $66.3K | 0.01% | −45−3.6% | Reduced |
| Headlands Technologies LLC | 1,188 | $65.6K | 0.03% | +1,188 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,165 | $64.3K | 0.03% | +1,165 | New |
| RVW Wealth, LLC | 1,143 | $63.1K | 0.01% | +1,143 | New |
| Union Savings Bank | 1,124 | $62.0K | 0.04% | +300+36.4% | Added |
| Aspire Private Capital, LLC | 1,119 | $61.8K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,238 | $61.5K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,100 | $60.7K | 0.03% | −132−10.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,059 | $58.5K | 0.03% | +101+10.5% | Added |
| Riverview Trust Co | 1,057 | $58.3K | 0.05% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $55.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 983 | $54.3K | 0.00% | +287+41.2% | Added |
| Indiana Trust & Investment Management CO | 980 | $54.1K | 0.03% | +980 | New |
| Truvestments Capital LLC | 912 | $50.4K | 0.03% | −98−9.7% | Reduced |
| CNB Bank | 903 | $49.8K | 0.03% | +430+90.9% | Added |
| Armstrong Advisory Group, Inc | 896 | $49.5K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 872 | $48.1K | 0.01% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 874 | $48.0K | 0.12% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 857 | $47.3K | 0.05% | −1,293−60.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 833 | $46.0K | 0.04% | 00.0% | Unchanged |
| Motco | 807 | $44.5K | 0.00% | +72+9.8% | Added |
| Pinnacle Bancorp, Inc. | 800 | $44.2K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 799 | $44.1K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 800 | $44.0K | 0.00% | +800 | New |
| Norwood Financial Corp | 789 | $43.6K | 0.07% | −40−4.8% | Reduced |
| Sutton Wealth Advisors Inc. | 787 | $43.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 768 | $42.4K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 752 | $42.0K | 0.01% | −15−2.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 753 | $41.6K | 0.00% | −38−4.8% | Reduced |
| Antonetti Capital Management LLC | 748 | $41.4K | 0.06% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $41.4K | 0.03% | +750 | New |
| Flaharty Asset Management, LLC | 743 | $41.0K | 0.01% | +743 | New |
| Gradient Investments LLC | 737 | $40.7K | 0.00% | −85−10.3% | Reduced |
| Ramirez Asset Management, Inc. | 730 | $40.3K | 0.01% | +730 | New |
| Thompson Siegel & Walmsley LLC | 716 | $40.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 724 | $40.0K | 0.02% | +724 | New |
| Heritage Wealth Advisors | 700 | $38.6K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $38.6K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 682 | $37.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 672 | $37.1K | 0.01% | −110−14.1% | Reduced |
| JJJ Advisors Inc. | 653 | $36.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 650 | $35.9K | 0.01% | +200+44.4% | Added |
| Prestige Wealth Management Group LLC | 647 | $35.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 636 | $35.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 641 | $35.0K | 0.01% | −70−9.8% | Reduced |
| BluePath Capital Management, LLC | 629 | $34.7K | 0.03% | +629 | New |
| Hantz Financial Services, Inc. | 608 | $34.0K | 0.00% | +27+4.6% | Added |
| West Branch Capital LLC | 590 | $32.6K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 587 | $32.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 586 | $32.3K | 0.01% | +586 | New |
| Nemes Rush Group LLC | 583 | $32.2K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 575 | $31.7K | 0.01% | +75+15.0% | Added |
| GHP Investment Advisors, Inc. | 595 | $31.3K | 0.00% | +400+205.1% | Added |
| VisionPoint Advisory Group, LLC | 547 | $30.2K | 0.01% | +547 | New |
| Red Tortoise LLC | 542 | $29.9K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 533 | $29.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 529 | $29.2K | 0.01% | +2+0.4% | Added |
| Register Financial Advisors LLC | 519 | $28.6K | 0.02% | −1,100−67.9% | Reduced |
| Larson Financial Group LLC | 511 | $28.2K | 0.00% | +221+76.2% | Added |