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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 37,322 | $2.06M | 0.03% | +5,242+16.3% | Added |
| Raymond James Trust N.A. | 37,256 | $2.06M | 0.06% | +2,387+6.8% | Added |
| Whittier Trust Co | 36,943 | $2.04M | 0.04% | +185+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 36,865 | $2.03M | 0.00% | +626+1.7% | Added |
| Thrivent Financial for Lutherans | 36,755 | $2.03M | 0.00% | −331−0.9% | Reduced |
| Merit Financial Group, LLC | 36,754 | $2.03M | 0.07% | +7,998+27.8% | Added |
| United Capital Financial Advisers, LLC | 36,190 | $2.00M | 0.01% | −11,503−24.1% | Reduced |
| Cetera Investment Advisers | 35,967 | $1.99M | 0.02% | −2,765−7.1% | Reduced |
| Ingalls & Snyder LLC | 35,848 | $1.98M | 0.10% | −34,475−49.0% | Reduced |
| Savant Capital, LLC | 35,830 | $1.98M | 0.03% | −1,101−3.0% | Reduced |
| Atria Wealth Solutions, Inc. | 35,806 | $1.98M | 0.03% | −855−2.3% | Reduced |
| Illinois Municipal Retirement Fund | 35,501 | $1.96M | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 35,497 | $1.96M | 0.08% | −492−1.4% | Reduced |
| Tiaa Trust, National Association | 35,247 | $1.95M | 0.01% | +35,247 | New |
| Quantinno Capital Management LP | 35,205 | $1.94M | 0.09% | +25,228+252.9% | Added |
| Blue Square Asset Management, LLC | 35,069 | $1.94M | 1.43% | +2,045+6.2% | Added |
| Metropolitan Life Insurance Co | 34,655 | $1.91M | 0.10% | −1,726−4.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 34,428 | $1.90M | 0.03% | −5,155−13.0% | Reduced |
| Pinebridge Investments, L.P. | 34,424 | $1.90M | 0.02% | −3,560−9.4% | Reduced |
| Bartlett & Co. LLC | 34,305 | $1.89M | 0.03% | −1,263−3.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 34,305 | $1.89M | 0.03% | −1,263−3.6% | Reduced |
| Selway Asset Management | 33,795 | $1.87M | 0.86% | +320+1.0% | Added |
| Two Sigma Investments, LP | 33,300 | $1.84M | 0.01% | −203,600−85.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 33,199 | $1.83M | 0.04% | −46,000−58.1% | Reduced |
| Sabal Trust CO | 32,810 | $1.81M | 0.12% | +1,097+3.5% | Added |
| Cornerstone Advisors, LLC | 32,800 | $1.81M | 0.08% | +32,800 | New |
| Headinvest, LLC | 33,161 | $1.81M | 0.39% | +300+0.9% | Added |
| IMC-Chicago, LLC | 32,724 | $1.81M | 0.12% | +32,724 | New |
| Norinchukin Bank, The | 32,248 | $1.78M | 0.04% | −35,460−52.4% | Reduced |
| Barden Capital Management, Inc. | 32,124 | $1.77M | 1.72% | +3,640+12.8% | Added |
| Hoylecohen, LLC | 31,920 | $1.76M | 0.16% | +31,920 | New |
| Cunning Capital Partners, LP | 31,795 | $1.75M | 1.15% | +31,795 | Added |
| Aureus Asset Management, LLC | 31,619 | $1.75M | 0.14% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 31,175 | $1.72M | 0.38% | −653−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 31,145 | $1.72M | 0.13% | +1,176+3.9% | Added |
| Delta Financial Advisors LLC | 30,715 | $1.70M | 0.76% | +140.0% | Added |
| O'Shaughnessy Asset Management, LLC | 30,639 | $1.69M | 0.03% | +9,719+46.5% | Added |
| Glenview Trust Co | 30,306 | $1.67M | 0.05% | +2,325+8.3% | Added |
| 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 |
| Proequities, Inc. | 29,520 | $1.63M | 0.13% | −7,302−19.8% | Reduced |
| Everence Capital Management Inc | 29,420 | $1.62M | 0.13% | +6,700+29.5% | Added |
| SG Americas Securities, LLC | 29,293 | $1.62M | 0.02% | −6,113−17.3% | Reduced |
| Financial Advocates Investment Management | 29,095 | $1.61M | 0.12% | +16+0.1% | Added |
| Empirical Finance, LLC | 28,968 | $1.60M | 0.12% | +2,969+11.4% | Added |
| Assenagon Asset Management S.A. | 28,883 | $1.59M | 0.01% | −1,377−4.6% | Reduced |
| Estate Counselors, LLC | 28,870 | $1.59M | 0.21% | −120−0.4% | Reduced |
| FineMark National Bank & Trust | 28,815 | $1.59M | 0.07% | +33+0.1% | Added |
| Moors & Cabot, Inc. | 27,995 | $1.55M | 0.10% | −1,930−6.4% | Reduced |
| Goelzer Investment Management, Inc. | 27,700 | $1.53M | 0.11% | −268−1.0% | Reduced |
| MAI Capital Management | 27,315 | $1.51M | 0.02% | +59+0.2% | Added |
| Twinbeech Capital LP | 27,233 | $1.50M | 0.03% | +27,233 | New |
| Burney Co | 27,130 | $1.50M | 0.07% | −1,381−4.8% | Reduced |
| Jefferies Financial Group Inc. | 27,081 | $1.49M | 0.04% | −568−2.1% | Reduced |
| Johnson Investment Counsel Inc | 27,067 | $1.49M | 0.02% | +1,573+6.2% | Added |
| Principle Wealth Partners LLC | 26,756 | $1.48M | 0.15% | +1,786+7.2% | Added |
| CIBC World Markets Inc. | 26,598 | $1.47M | 0.01% | +468+1.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,473 | $1.46M | 0.02% | +473+1.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,439 | $1.46M | 0.04% | +104+0.4% | Added |
| KCM Investment Advisors LLC | 26,303 | $1.45M | 0.06% | −95−0.4% | Reduced |
| Central Trust Co | 26,201 | $1.45M | 0.04% | +20.0% | Added |
| 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 |
| Erste Asset Management GmbH | 25,700 | $1.44M | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.44M | 0.22% | 00.0% | Unchanged |
| Romano Brothers and Company | 25,977 | $1.43M | 0.22% | −1,445−5.3% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.42M | 0.07% | 00.0% | Unchanged |
| Woodstock Corp | 25,302 | $1.40M | 0.18% | −1,069−4.1% | Reduced |
| Guggenheim Capital LLC | 25,256 | $1.39M | 0.01% | −9,262−26.8% | Reduced |
| Benjamin Edwards Inc | 25,245 | $1.39M | 0.33% | −409−1.6% | Reduced |
| First Manhattan Co | 25,045 | $1.38M | 0.01% | +55+0.2% | Added |
| Panagora Asset Management Inc | 25,002 | $1.38M | 0.01% | +4,844+24.0% | Added |
| Banque Pictet & Cie SA | 24,850 | $1.37M | 0.02% | +5,793+30.4% | Added |
| United Services Automobile Association | 24,514 | $1.35M | 0.03% | +5,394+28.2% | Added |
| C2C Wealth Management, LLC | 24,425 | $1.33M | 0.19% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 23,926 | $1.32M | 0.02% | +2,241+10.3% | Added |
| Lake Street Advisors Group, LLC | 23,637 | $1.30M | 0.08% | +921+4.1% | Added |
| Hartford Financial Management Inc. | 23,600 | $1.30M | 0.33% | −135−0.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 23,210 | $1.30M | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 23,406 | $1.29M | 0.01% | +1,920+8.9% | Added |
| Curbstone Financial Management Corp | 23,268 | $1.28M | 0.32% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 23,083 | $1.27M | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 23,054 | $1.27M | 0.11% | −450−1.9% | Reduced |
| Van Hulzen Asset Management, LLC | 23,025 | $1.27M | 0.10% | 00.0% | Unchanged |
| Ostrum Asset Management | 23,018 | $1.27M | 0.12% | +14,405+167.2% | Added |
| Hohimer Wealth Management, LLC | 22,956 | $1.27M | 0.36% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 22,800 | $1.26M | 0.08% | +105+0.5% | Added |
| Integrated Wealth Concepts LLC | 22,774 | $1.26M | 0.02% | −16−0.1% | Reduced |
| Squarepoint Ops LLC | 22,738 | $1.26M | 0.01% | −9,780−30.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,676 | $1.25M | 0.01% | +22,676 | New |
| Hunter Associates Investment Management LLC | 22,458 | $1.24M | 0.25% | +436+2.0% | Added |
| CAPROCK Group, Inc. | 22,404 | $1.24M | 0.09% | +2,152+10.6% | Added |
| Salem Investment Counselors Inc | 22,260 | $1.23M | 0.05% | −180−0.8% | Reduced |
| Sawgrass Asset Management LLC | 21,938 | $1.21M | 0.15% | +216+1.0% | Added |
| Banque Cantonale Vaudoise | 21,937 | $1.21M | 0.06% | −295−1.3% | Reduced |
| Schnieders Capital Management LLC | 21,912 | $1.21M | 0.27% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 21,823 | $1.20M | 0.15% | −27,773−56.0% | Reduced |
| TownSquare Capital, LLC | 21,735 | $1.20M | 0.02% | −3,590−14.2% | Reduced |
| AXS Investments LLC | 21,687 | $1.20M | 0.31% | −6,578−23.3% | Reduced |
| Garrison Point Advisors, LLC | 21,575 | $1.19M | 0.92% | −700−3.1% | Reduced |