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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 13,195 | $728.4K | 0.28% | +33+0.3% | Added |
| Wahed Invest LLC | 13,173 | $727.1K | 0.24% | +1,192+9.9% | Added |
| Werlinich Asset Management, LLC | 13,104 | $723.4K | 0.60% | +189+1.5% | Added |
| Cambridge Trust Co | 13,079 | $722.0K | 0.03% | −109−0.8% | Reduced |
| Chicago Capital, LLC | 13,074 | $721.7K | 0.03% | +168+1.3% | Added |
| Benedict Financial Advisors Inc | 12,941 | $714.3K | 0.21% | +110+0.9% | Added |
| Compagnie Lombard Odier SCmA | 12,901 | $712.1K | 0.02% | −530−3.9% | Reduced |
| Horizon Investments, LLC | 12,922 | $710.5K | 0.02% | +781+6.4% | Added |
| Excalibur Management Corp | 12,828 | $708.1K | 0.37% | −40−0.3% | Reduced |
| Means Investment Co., Inc. | 12,804 | $706.8K | 0.12% | +10.0% | Added |
| Auto-Owners Insurance Co | 12,787 | $705.8K | 0.02% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 12,759 | $704.3K | 0.64% | +7,747+154.6% | Added |
| Bragg Financial Advisors, Inc | 12,354 | $681.9K | 0.04% | −1,132−8.4% | Reduced |
| Eagle Asset Management Inc | 12,326 | $680.4K | 0.00% | −29−0.2% | Reduced |
| Webster Bank, N. A. | 12,314 | $679.7K | 0.09% | −16−0.1% | Reduced |
| Meridian Management Co | 12,159 | $671.2K | 0.22% | +74+0.6% | Added |
| Geller Advisors LLC | 12,129 | $669.5K | 0.08% | +3,209+36.0% | Added |
| North Star Investment Management Corp. | 12,115 | $668.7K | 0.06% | +7,981+193.1% | Added |
| Bryn Mawr Trust Co | 12,072 | $666.4K | 0.03% | −2,400−16.6% | Reduced |
| TD Waterhouse Canada Inc. | 12,044 | $663.9K | 0.01% | +1,680+16.2% | Added |
| Columbia Asset Management | 12,003 | $663.0K | 0.15% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 11,976 | $661.1K | 0.10% | +1,104+10.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 11,886 | $656.1K | 0.02% | −348−2.8% | Reduced |
| Forte Capital LLC | 11,867 | $655.1K | 0.10% | −634−5.1% | Reduced |
| Personal Cfo Solutions, LLC | 11,765 | $649.5K | 0.13% | +37+0.3% | Added |
| Venture Visionary Partners LLC | 11,712 | $646.7K | 0.04% | −20.0% | Reduced |
| Soltis Investment Advisors LLC | 11,713 | $646.6K | 0.08% | +177+1.5% | Added |
| Ledyard National Bank | 11,663 | $643.8K | 0.07% | +465+4.2% | Added |
| Allred Capital Management, LLC | 11,643 | $642.7K | 0.32% | −669−5.4% | Reduced |
| Little House Capital LLC | 11,638 | $642.4K | 0.26% | +11,638 | New |
| Cary Street Partner Investment Advisory LLC | 11,623 | $641.5K | 0.03% | +824+7.6% | Added |
| Freestone Capital Holdings, LLC | 11,559 | $638.1K | 0.03% | −226−1.9% | Reduced |
| Lindbrook Capital, LLC | 11,558 | $638.0K | 0.07% | +722+6.7% | Added |
| Burns J W & Co Inc | 11,507 | $635.2K | 0.10% | −490−4.1% | Reduced |
| Courier Capital LLC | 11,505 | $635.1K | 0.05% | −990−7.9% | Reduced |
| Busey Wealth Management | 11,479 | $633.6K | 0.03% | −1,016−8.1% | Reduced |
| Shayne & Co., LLC | 11,310 | $624.3K | 0.21% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 11,308 | $624.2K | 0.02% | +191+1.7% | Added |
| Groesbeck Investment Management Corp | 11,299 | $624.0K | 0.95% | +1,363+13.7% | Added |
| Simmons Bank | 11,262 | $621.7K | 0.06% | −190−1.7% | Reduced |
| Investment Advisory Services Inc | 11,158 | $615.9K | 0.27% | +10.0% | Added |
| Apollon Wealth Management, LLC | 11,117 | $613.7K | 0.03% | −1,197−9.7% | Reduced |
| Security National Bank of Sioux City Iowa | 11,085 | $611.9K | 0.48% | −164−1.5% | Reduced |
| Barnett & Company, Inc. | 11,071 | $611.1K | 0.48% | −729−6.2% | Reduced |
| Quadrant Capital Group LLC | 10,912 | $602.3K | 0.06% | +173+1.6% | Added |
| Dover Advisors, LLC | 10,912 | $602.3K | 0.61% | −150−1.4% | Reduced |
| Fishman Jay A Ltd | 10,900 | $601.7K | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10,847 | $598.8K | 0.13% | −260−2.3% | Reduced |
| Vident Advisory, LLC | 10,813 | $596.9K | 0.02% | +10,813 | New |
| Montecito Bank & Trust | 10,768 | $594.4K | 0.14% | −2,100−16.3% | Reduced |
| Great Valley Advisor Group, Inc. | 10,729 | $592.2K | 0.02% | −1,529−12.5% | Reduced |
| Jacobi Capital Management LLC | 10,721 | $591.8K | 0.07% | −18−0.2% | Reduced |
| Community Bank, N.A. | 10,715 | $591.5K | 0.08% | −110−1.0% | Reduced |
| Capital City Trust Co | 10,710 | $591.2K | 0.20% | −380−3.4% | Reduced |
| Aull & Monroe Investment Management Corp | 10,684 | $589.8K | 0.31% | −172−1.6% | Reduced |
| Grimes & Company, Inc. | 10,676 | $589.3K | 0.02% | −13−0.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,644 | $588.0K | 0.07% | −364−3.3% | Reduced |
| Trust Co of Virginia | 10,604 | $585.3K | 0.06% | +363+3.5% | Added |
| Valeo Financial Advisors, LLC | 10,586 | $584.4K | 0.03% | +584+5.8% | Added |
| Diversified Trust Co | 10,574 | $583.7K | 0.02% | +750+7.6% | Added |
| Crestwood Advisors Group LLC | 10,535 | $581.5K | 0.02% | −1,541−12.8% | Reduced |
| International Assets Investment Management, LLC | 32,147 | $578.7K | 0.08% | +470+1.5% | Added |
| Avestar Capital, LLC | 10,467 | $577.8K | 0.09% | −1,212−10.4% | Reduced |
| Boston Trust Walden Corp | 10,437 | $576.1K | 0.00% | −500−4.6% | Reduced |
| Verdence Capital Advisors LLC | 10,401 | $574.1K | 0.06% | +569+5.8% | Added |
| Bull Street Advisors, LLC | 10,347 | $571.0K | 0.30% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 10,273 | $567.1K | 0.12% | +326+3.3% | Added |
| Transform Wealth, LLC | 10,272 | $567.0K | 0.06% | −2,892−22.0% | Reduced |
| Carret Asset Management, LLC | 10,086 | $556.8K | 0.08% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,015 | $552.8K | 0.01% | +2,429+32.0% | Added |
| Canal Insurance CO | 10,000 | $552.0K | 0.16% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $552.0K | 0.13% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,965 | $550.1K | 0.04% | +5+0.1% | Added |
| Cullinan Associates Inc | 9,961 | $549.8K | 0.03% | −21,700−68.5% | Reduced |
| Alterity Financial Group, LLC | 9,957 | $549.6K | 0.87% | +815+8.9% | Added |
| Boyd Watterson Asset Management LLC | 9,934 | $548.4K | 0.24% | −84−0.8% | Reduced |
| Provenance Wealth Advisors, LLC | 9,924 | $547.8K | 0.09% | +9,924 | New |
| Ameritas Investment Partners, Inc. | 9,902 | $546.6K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,627 | $531.4K | 0.05% | +1,643+20.6% | Added |
| Ci Investments Inc. | 9,596 | $530.0K | 0.00% | +288+3.1% | Added |
| Profund Advisors LLC | 9,578 | $528.7K | 0.03% | −134−1.4% | Reduced |
| Graypoint LLC | 9,568 | $528.1K | 0.05% | +333+3.6% | Added |
| Ontario Teachers Pension Plan Board | 9,558 | $527.6K | 0.01% | −12,602−56.9% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $523.7K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 9,483 | $523.5K | 0.07% | +1,002+11.8% | Added |
| Boston Financial Mangement LLC | 9,399 | $518.8K | 0.02% | +201+2.2% | Added |
| Resonant Capital Advisors, LLC | 9,389 | $518.3K | 0.06% | +2,001+27.1% | Added |
| Sequoia Financial Advisors, LLC | 9,360 | $516.7K | 0.01% | −637−6.4% | Reduced |
| River Wealth Advisors LLC | 9,357 | $516.5K | 0.09% | −1,439−13.3% | Reduced |
| Charter Trust Co | 9,344 | $515.8K | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 9,313 | $514.1K | 0.07% | −388−4.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,305 | $513.6K | 0.04% | −430−4.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,278 | $512.1K | 0.05% | −65,167−87.5% | Reduced |
| Sky Investment Group LLC | 9,262 | $511.3K | 0.12% | +500+5.7% | Added |
| Tucker Asset Management LLC | 9,219 | $508.9K | 0.14% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 9,166 | $506.0K | 0.12% | −1,625−15.1% | Reduced |
| Monterey Private Wealth, Inc. | 9,148 | $505.0K | 0.25% | +10.0% | Added |
| Beck Capital Management, LLC | 9,127 | $503.8K | 0.19% | −267−2.8% | Reduced |
| David Loasby | 9,210 | $502.9K | 0.06% | +616+7.2% | Added |
| Mountain Pacific Investment Advisers Inc | 9,085 | $501.5K | 0.03% | −400−4.2% | Reduced |