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 |
|---|---|---|---|---|---|
| Quantum Private Wealth, LLC | 21,571 | $1.19M | 0.57% | +500+2.4% | Added |
| Wetherby Asset Management Inc | 21,519 | $1.19M | 0.07% | +147+0.7% | Added |
| Lakewood Asset Management LLC | 21,514 | $1.19M | 0.97% | −1,347−5.9% | Reduced |
| La Banque Postale Asset Management SA | 21,230 | $1.17M | 0.03% | +2,463+13.1% | Added |
| Modera Wealth Management, LLC | 21,099 | $1.16M | 0.02% | +3,430+19.4% | Added |
| Siemens Fonds Invest GmbH | 21,034 | $1.16M | 0.12% | +13,954+197.1% | Added |
| Liberty Capital Management, Inc. | 20,952 | $1.16M | 0.34% | 00.0% | Unchanged |
| Colony Group LLC | 20,399 | $1.13M | 0.02% | +398+2.0% | Added |
| Choate Investment Advisors | 20,313 | $1.12M | 0.04% | +372+1.9% | Added |
| Park Avenue Securities LLC | 20,284 | $1.12M | 0.02% | +1,910+10.4% | Added |
| Abbrea Capital, LLC | 20,006 | $1.10M | 0.18% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 19,978 | $1.10M | 1.36% | +41+0.2% | Added |
| Kinneret Advisory, LLC | 19,877 | $1.10M | 0.14% | −12−0.1% | Reduced |
| New England Research & Management, Inc. | 19,628 | $1.08M | 0.62% | −11,019−36.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,601 | $1.08M | 0.07% | +2,770+16.5% | Added |
| Buffington Mohr McNeal | 19,590 | $1.08M | 0.25% | +745+4.0% | Added |
| Resources Investment Advisors, LLC. | 19,442 | $1.07M | 0.02% | −125−0.6% | Reduced |
| Clearstead Advisors, LLC | 19,315 | $1.07M | 0.07% | −351−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,293 | $1.06M | 0.12% | −73−0.4% | Reduced |
| Ahl Investment Management, Inc. | 19,281 | $1.06M | 0.95% | −394−2.0% | Reduced |
| Bollard Group LLC | 19,277 | $1.06M | 0.04% | +10.0% | Added |
| Sigma Planning Corp | 19,264 | $1.06M | 0.04% | −406−2.1% | Reduced |
| Segall Bryant & Hamill, LLC | 19,264 | $1.06M | 0.01% | −58−0.3% | Reduced |
| Lipe & Dalton | 19,177 | $1.06M | 0.64% | +101+0.5% | Added |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.05M | 0.27% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 18,895 | $1.04M | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 18,886 | $1.04M | 0.34% | −774−3.9% | Reduced |
| Moody National Bank Trust Division | 18,778 | $1.04M | 0.07% | +1,877+11.1% | Added |
| Patten & Patten Inc | 18,724 | $1.03M | 0.09% | −210−1.1% | Reduced |
| First Hawaiian Bank | 18,638 | $1.03M | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 18,443 | $1.02M | 0.12% | −14,028−43.2% | Reduced |
| BKD Wealth Advisors, LLC | 18,084 | $998.2K | 0.03% | −569−3.1% | Reduced |
| Meeder Asset Management Inc | 17,924 | $989.4K | 0.08% | +17,924 | New |
| Kestra Private Wealth Services, LLC | 17,922 | $989.3K | 0.03% | +872+5.1% | Added |
| Vestcor Inc | 17,869 | $986.0K | 0.04% | −1,947−9.8% | Reduced |
| Wendell David Associates Inc | 17,770 | $981.0K | 0.12% | −150−0.8% | Reduced |
| RSM US Wealth Management LLC | 17,556 | $969.1K | 0.03% | −205−1.2% | Reduced |
| Knowledge Leaders Capital, LLC | 17,551 | $968.8K | 1.43% | +17,551 | New |
| Caldwell Trust Co | 17,452 | $963.4K | 0.13% | −188−1.1% | Reduced |
| Boston Private Wealth LLC | 17,375 | $959.1K | 0.02% | −2,071−10.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 16,930 | $934.5K | 0.12% | +287+1.7% | Added |
| Home Federal Bank of Tennessee | 16,907 | $933.3K | 0.35% | −100−0.6% | Reduced |
| Advisory Services Network, LLC | 16,682 | $920.9K | 0.02% | +278+1.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,673 | $920.4K | 0.02% | +5,906+54.9% | Added |
| Parallel Advisors, LLC | 16,623 | $917.6K | 0.03% | +276+1.7% | Added |
| Wedbush Securities Inc | 16,620 | $917.0K | 0.05% | +652+4.1% | Added |
| Fractal Investments LLC | 16,501 | $910.9K | 0.19% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 16,505 | $910.8K | 0.01% | +16,505 | New |
| Westhampton Capital, LLC | 16,457 | $908.4K | 0.58% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 16,393 | $904.9K | 0.72% | +935+6.0% | Added |
| Federation des caisses Desjardins du Quebec | 16,252 | $897.1K | 0.01% | −277−1.7% | Reduced |
| Baldwin Investment Management, LLC | 16,227 | $895.7K | 0.15% | 00.0% | Unchanged |
| Wedmont Private Capital | 15,962 | $878.2K | 0.09% | +1,071+7.2% | Added |
| Prospera Financial Services Inc | 15,891 | $877.5K | 0.03% | +197+1.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 15,685 | $877.0K | 0.08% | −1,105−6.6% | Reduced |
| Flputnam Investment Management Co | 15,807 | $872.6K | 0.02% | −688−4.2% | Reduced |
| Tower Bridge Advisors | 15,789 | $871.6K | 0.08% | +25+0.2% | Added |
| Bank of Hawaii | 15,631 | $862.8K | 0.05% | −184−1.2% | Reduced |
| Pitcairn Co | 15,591 | $860.6K | 0.07% | +830+5.6% | Added |
| City Holding Co | 15,557 | $858.7K | 0.15% | −1,243−7.4% | Reduced |
| Trellis Wealth Advisors LLC | 15,533 | $857.4K | 0.54% | +41+0.3% | Added |
| Alberta Investment Management Corp | 15,400 | $850.1K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 15,295 | $844.3K | 0.62% | +515+3.5% | Added |
| Cape Cod Five Cents Savings Bank | 15,178 | $837.8K | 0.05% | +7,591+100.1% | Added |
| Pring Turner Capital Group Inc | 15,150 | $836.3K | 0.70% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15,095 | $833.2K | 0.05% | 00.0% | Unchanged |
| Veriti Management LLC | 15,060 | $831.3K | 0.10% | +852+6.0% | Added |
| TrinityPoint Wealth, LLC | 15,037 | $830.0K | 0.17% | −118−0.8% | Reduced |
| Penserra Capital Management LLC | 14,974 | $825.0K | 0.02% | −504−3.3% | Reduced |
| Estabrook Capital Management | 14,937 | $824.5K | 0.15% | −218−1.4% | Reduced |
| Trust Co of Toledo NA | 14,818 | $818.0K | 0.16% | −1,305−8.1% | Reduced |
| Daymark Wealth Partners, LLC | 14,818 | $818.0K | 0.06% | +319+2.2% | Added |
| Bokf, NA | 17,028 | $811.6K | 0.02% | +9,279+119.7% | Added |
| Alpha DNA Investment Management LLC | 14,661 | $809.3K | 0.52% | −7,496−33.8% | Reduced |
| Signaturefd, LLC | 14,653 | $808.9K | 0.02% | +932+6.8% | Added |
| Meeder Advisory Services, Inc. | 14,582 | $804.9K | 0.10% | −1,886−11.5% | Reduced |
| Lido Advisors, LLC | 14,559 | $803.7K | 0.01% | +3,904+36.6% | Added |
| Foster & Motley Inc | 14,523 | $802.0K | 0.07% | −9−0.1% | Reduced |
| ELCO Management Co., LLC | 14,528 | $801.9K | 0.58% | −283−1.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,512 | $801.1K | 0.11% | +2,070+16.6% | Added |
| ICW Investment Advisors LLC | 14,431 | $796.6K | 0.43% | +642+4.7% | Added |
| Ar Asset Management Inc | 14,400 | $795.0K | 0.22% | 00.0% | Unchanged |
| Scotia Capital Inc. | 14,345 | $791.9K | 0.01% | −964−6.3% | Reduced |
| Compass Wealth Management LLC | 14,176 | $782.5K | 0.25% | −650−4.4% | Reduced |
| InTrack Investment Management Inc | 14,111 | $778.9K | 0.69% | −6,419−31.3% | Reduced |
| Brendel Financial Advisors LLC | 14,078 | $777.0K | 1.15% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 14,024 | $774.1K | 0.14% | −703−4.8% | Reduced |
| Qtron Investments LLC | 13,965 | $770.9K | 0.15% | −4,568−24.6% | Reduced |
| Friedenthal Financial | 13,884 | $766.4K | 0.52% | +13,884 | New |
| Umb Bank N A | 13,858 | $765.0K | 0.01% | −1,351−8.9% | Reduced |
| Valley Brook Capital Group | 13,793 | $761.4K | 0.75% | −3,200−18.8% | Reduced |
| Rossmore Private Capital | 13,776 | $760.4K | 0.12% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 13,732 | $752.1K | 0.17% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 13,551 | $748.0K | 0.31% | −3,723−21.6% | Reduced |
| GYL Financial Synergies, LLC | 13,527 | $746.7K | 0.07% | +1,313+10.7% | Added |
| N.E.W. Advisory Services LLC | 13,504 | $745.4K | 0.11% | +20.0% | Added |
| Lincoln National Corp | 13,461 | $743.0K | 0.01% | −312−2.3% | Reduced |
| First City Capital Management, Inc. | 13,401 | $739.7K | 0.46% | −300−2.2% | Reduced |
| Waterford Advisors, LLC | 13,381 | $738.6K | 0.41% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 13,352 | $737.0K | 0.03% | +473+3.7% | Added |