Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2023: 1,316 institutions

Value heldQ3 2023: $42.9B

Institutions holding CARR and their total value by quarter
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.

Institutions holding CARR in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Ofi Invest Asset Management	534	$27.8K	0.00%	+534	New
Hexagon Capital Partners LLC	504	$27.8K	0.01%	−53−9.5%	Reduced
Sound Income Strategies, LLC	502	$27.7K	0.00%	00.0%	Unchanged
Osterweis Capital Management Inc	500	$27.6K	0.00%	00.0%	Unchanged
Legend Financial Advisors, Inc.	500	$27.6K	0.02%	00.0%	Unchanged
Boit C F David	500	$27.3K	0.02%	00.0%	Unchanged
Hollencrest Capital Management	486	$26.8K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	469	$25.9K	0.01%	−50−9.6%	Reduced
DT Investment Partners, LLC	461	$25.4K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	460	$25.4K	0.03%	00.0%	Unchanged
Front Row Advisors LLC	448	$24.7K	0.01%	−60−11.8%	Reduced
Steward Financial Group LLC	442	$24.0K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	436	$24.0K	0.00%	+149+51.9%	Added
Intelligent Financial Strategies	423	$23.4K	0.02%	−74−14.9%	Reduced
Tompkins Financial Corp	407	$22.5K	0.00%	+100+32.6%	Added
Mark Sheptoff Financial Planning, LLC	403	$22.2K	0.01%	−4,653−92.0%	Reduced
Briaud Financial Planning, Inc	415	$22.0K	0.02%	+415	New
Baker Avenue Asset Management, LP	397	$21.9K	0.00%	+60+17.8%	Added
Earnest Partners LLC	393	$21.7K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	380	$21.0K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	377	$20.8K	0.01%	00.0%	Unchanged
MCF Advisors LLC	375	$20.7K	0.00%	−100−21.1%	Reduced
Milestone Investment Advisors LLC	370	$20.4K	0.01%	+370	New
Tortoise Investment Management, LLC	350	$19.3K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	347	$19.1K	0.01%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	345	$19.1K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	340	$18.8K	0.00%	+219+181.0%	Added
Tanglewood Legacy Advisors, LLC	335	$18.5K	0.01%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	325	$17.9K	0.01%	00.0%	Unchanged
Natixis	320	$17.7K	0.00%	00.0%	Unchanged
Level Financial Advisors, Inc.	320	$17.7K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	318	$17.6K	0.01%	00.0%	Unchanged
TSFG, LLC	310	$17.0K	0.01%	00.0%	Unchanged
Macroview Investment Management LLC	304	$16.8K	0.02%	+56+22.6%	Added
Edmond de Rothschild Holding S.A.	300	$16.6K	0.00%	−745−71.3%	Reduced
Westside Investment Management, Inc.	300	$16.6K	0.00%	00.0%	Unchanged
CoreFirst Bank & Trust	300	$16.6K	0.01%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	300	$16.6K	0.02%	00.0%	Unchanged
Creative Financial Designs Inc	298	$16.4K	0.00%	+101+51.3%	Added
FSC Wealth Advisors, LLC	288	$15.9K	0.02%	00.0%	Unchanged
IAG Wealth Partners, LLC	272	$15.0K	0.00%	00.0%	Unchanged
Venturi Wealth Management, LLC	254	$14.0K	0.00%	+238+1,487.5%	Added
GW&K Investment Management, LLC	256	$14.0K	0.00%	+14+5.8%	Added
Loomis Sayles & Co L P	254	$14.0K	0.00%	+146+135.2%	Added
Magellan Asset Management Ltd	247	$13.6K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	247	$13.6K	0.01%	00.0%	Unchanged
Sittner & Nelson, LLC	237	$13.1K	0.01%	00.0%	Unchanged
DecisionPoint Financial, LLC	220	$12.1K	0.01%	00.0%	Unchanged
Pflug Koory, LLC	218	$12.0K	0.01%	−300−57.9%	Reduced
PrairieView Partners, LLC	227	$12.0K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	233	$12.0K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	201	$11.1K	0.00%	00.0%	Unchanged
First Personal Financial Services	200	$11.0K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	200	$11.0K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	200	$11.0K	0.00%	00.0%	Unchanged
First PREMIER Bank	200	$11.0K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	181	$9.99K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	180	$9.94K	0.00%	+180	New
Richard W. Paul & Associates, LLC	172	$9.49K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	170	$9.38K	0.00%	00.0%	Unchanged
Abound Wealth Management	165	$9.12K	0.00%	−14−7.8%	Reduced
Kayne Anderson Rudnick Investment Management LLC	158	$8.72K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	150	$8.28K	0.01%	00.0%	Unchanged
Live Oak Investment Partners	–	$8.28K	0.01%	–	–
ORG Partners LLC	150	$8.28K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	184	$7.59K	0.00%	−1,000−84.5%	Reduced
Thompson Investment Management, Inc.	134	$7.40K	0.00%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	127	$7.02K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	127	$7.01K	0.00%	00.0%	Unchanged
Lee Financial Co	121	$6.68K	0.00%	+121	New
Syntax Research, Inc.	118	$6.51K	0.01%	+118	New
Glass Jacobson Investment Advisors llc	109	$6.04K	0.00%	−24−18.0%	Reduced
Harel Insurance Investments & Financial Services Ltd.	110	$6.00K	0.00%	00.0%	Unchanged
Providence Capital Advisors, LLC	108	$5.96K	0.00%	00.0%	Unchanged
Rogco, LP	100	$5.52K	0.00%	+100	New
Western Pacific Wealth Management, LP	99	$5.46K	0.00%	00.0%	Unchanged
Legacy Financial Group LLC	99	$5.46K	0.00%	+99	New
Provence Wealth Management Group	97	$5.35K	0.00%	+97	New
Tyler-Stone Wealth Management	84	$5.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	90	$4.97K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	90	$4.97K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	76	$4.20K	0.00%	+76	New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	75	$4.14K	0.00%	+75	New
Global Financial Private Client, LLC	74	$4.04K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	67	$4.00K	0.00%	−80−54.4%	Reduced
Atticus Wealth Management, LLC	70	$3.86K	0.00%	00.0%	Unchanged
Park Place Capital Corp	69	$3.81K	0.00%	+35+102.9%	Added
Impact Partnership Wealth, LLC	60	$3.31K	0.00%	+60	New
DHJJ Financial Advisors, Ltd.	59	$3.26K	0.00%	+59	New
Financial Freedom, LLC	55	$3.05K	0.00%	00.0%	Unchanged
Sawyer & Company, Inc	61	$3.00K	0.00%	00.0%	Unchanged
PFS Partners, LLC	52	$2.85K	0.00%	+1+2.0%	Added
LFA - Lugano Financial Advisors SA	50	$2.76K	0.00%	−890−94.7%	Reduced
Pacific Center for Financial Services	50	$2.76K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	47	$2.59K	0.00%	00.0%	Unchanged
TD Capital Management LLC	40	$2.21K	0.00%	00.0%	Unchanged
West Paces Advisors Inc.	40	$2.21K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	47	$2.00K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	34	$1.88K	0.00%	−7,723−99.6%	Reduced
Wolff Wiese Magana LLC	32	$1.77K	0.00%	00.0%	Unchanged