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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 9,049 | $499.5K | 0.02% | −582−6.0% | Reduced |
| Country Club Bank | 8,911 | $498.5K | 0.04% | −235−2.6% | Reduced |
| Beck Mack & Oliver LLC | 9,024 | $498.1K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 9,016 | $497.7K | 0.02% | +3,618+67.0% | Added |
| Exencial Wealth Advisors, LLC | 8,946 | $493.8K | 0.02% | −331−3.6% | Reduced |
| GTS Securities LLC | 8,935 | $493.2K | 0.01% | +8,935 | New |
| NEOS Investment Management LLC | 8,935 | $493.2K | 0.06% | +8,935 | New |
| 1st Source Bank | 8,911 | $491.9K | 0.03% | −600−6.3% | Reduced |
| Private Trust Co NA | 8,907 | $491.7K | 0.06% | +132+1.5% | Added |
| Bard Financial Services, Inc. | 8,860 | $489.1K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,863 | $489.0K | 0.11% | −1,154−11.5% | Reduced |
| V-Square Quantitative Management LLC | 8,841 | $488.0K | 0.21% | +3,634+69.8% | Added |
| Twin Capital Management Inc | 8,781 | $484.7K | 0.07% | −981−10.0% | Reduced |
| Riverwater Partners LLC | 8,779 | $484.6K | 0.44% | −475−5.1% | Reduced |
| TD Private Client Wealth LLC | 8,776 | $484.4K | 0.02% | −52−0.6% | Reduced |
| Advisor OS, LLC | 8,761 | $483.6K | 0.07% | +287+3.4% | Added |
| Wealthspire Advisors, LLC | 8,742 | $482.6K | 0.01% | +67+0.8% | Added |
| Everett Harris & Co | 8,655 | $477.8K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,650 | $477.5K | 0.04% | −141−1.6% | Reduced |
| KG&L Capital Management,LLC | 8,586 | $476.7K | 0.23% | −200−2.3% | Reduced |
| Cutler Group LP | 8,614 | $475.0K | 0.08% | +7,814+976.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $474.7K | 0.18% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $473.5K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,529 | $470.8K | 0.01% | +6+0.1% | Added |
| CX Institutional | 8,526 | $470.6K | 0.03% | +105+1.2% | Added |
| Aptus Capital Advisors, LLC | 8,474 | $467.8K | 0.01% | +1,811+27.2% | Added |
| Oppenheimer Asset Management Inc. | 8,381 | $462.6K | 0.01% | +150+1.8% | Added |
| Donaldson Capital Management, LLC | 8,377 | $462.4K | 0.02% | −802−8.7% | Reduced |
| Ossiam | 8,374 | $462.2K | 0.01% | +7,675+1,098.0% | Added |
| Colonial Trust Advisors | 8,362 | $461.6K | 0.05% | −60−0.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $457.3K | 0.16% | 00.0% | Unchanged |
| Resources Management Corp | 8,263 | $456.0K | 0.07% | +93+1.1% | Added |
| Invesco, LLC | 8,243 | $455.0K | 0.23% | −235−2.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 8,230 | $454.3K | 0.11% | +3,275+66.1% | Added |
| Pointe Capital Management LLC | 8,223 | $453.9K | 0.36% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 8,200 | $452.6K | 0.39% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 8,129 | $449.0K | 0.02% | −4,237−34.3% | Reduced |
| Angeles Investment Advisors, LLC | 8,125 | $448.5K | 0.04% | +105+1.3% | Added |
| Waldron Private Wealth LLC | 8,112 | $447.8K | 0.02% | +41+0.5% | Added |
| SRS Capital Advisors, Inc. | 8,103 | $447.3K | 0.06% | +748+10.2% | Added |
| Moneta Group Investment Advisors LLC | 8,029 | $443.2K | 0.01% | +17+0.2% | Added |
| First Western Trust Bank | 8,017 | $442.5K | 0.02% | −343−4.1% | Reduced |
| Rockland Trust Co | 8,008 | $442.0K | 0.03% | −88−1.1% | Reduced |
| Aspen Investment Management Inc | 8,025 | $442.0K | 0.27% | −50−0.6% | Reduced |
| Washington Trust Co | 8,005 | $441.9K | 0.02% | −1,000−11.1% | Reduced |
| DFPG Investments, LLC | 8,733 | $440.4K | 0.04% | +104+1.2% | Added |
| Sunbelt Securities, Inc. | 7,974 | $440.1K | 0.06% | −23−0.3% | Reduced |
| Coldstream Capital Management Inc | 7,948 | $438.7K | 0.01% | −237−2.9% | Reduced |
| Stevens Capital Management LP | 7,941 | $438.0K | 0.13% | +7,941 | New |
| Financial Counselors Inc | 7,934 | $438.0K | 0.01% | −281−3.4% | Reduced |
| Credit Agricole S A | 7,877 | $434.8K | 0.01% | +5,477+228.2% | Added |
| Triangle Securities Wealth Management | 7,870 | $434.4K | 0.15% | −100−1.3% | Reduced |
| South State Corp. | 7,862 | $434.0K | 0.04% | −379−4.6% | Reduced |
| Atwood & Palmer Inc | 7,750 | $427.8K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 7,726 | $426.5K | 0.01% | −20−0.3% | Reduced |
| Wade G W & Inc | 7,694 | $425.0K | 0.02% | +858+12.6% | Added |
| Chemung Canal Trust Co | 7,695 | $424.8K | 0.10% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,677 | $423.8K | 0.08% | −272−3.4% | Reduced |
| Proffitt & Goodson Inc | 7,637 | $421.6K | 0.09% | −16−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 7,631 | $421.2K | 0.04% | 00.0% | Unchanged |
| Investment House LLC | 7,629 | $421.1K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,600 | $419.5K | 0.20% | 00.0% | Unchanged |
| Financial Advisory Group | 7,562 | $417.4K | 0.09% | −133−1.7% | Reduced |
| Farmers Trust Co | 7,472 | $412.5K | 0.10% | −500−6.3% | Reduced |
| Rothschild Investment Corp | 7,462 | $412.0K | 0.03% | +410+5.8% | Added |
| Westpac Banking Corp | 7,451 | $411.3K | 0.03% | −18,898−71.7% | Reduced |
| RFG Advisory, LLC | 7,436 | $410.4K | 0.02% | +2,937+65.3% | Added |
| Cornerstone Wealth Management, LLC | 7,433 | $410.4K | 0.04% | +507+7.3% | Added |
| Harbor Advisors LLC | 7,411 | $409.1K | 0.09% | +7,411 | New |
| Asset Dedication, LLC | 7,360 | $407.0K | 0.03% | −170−2.3% | Reduced |
| Fruth Investment Management | 7,381 | $407.0K | 0.12% | −100−1.3% | Reduced |
| Mather Group, LLC. | 7,363 | $406.4K | 0.01% | −2,695−26.8% | Reduced |
| Ballentine Partners, LLC | 7,318 | $404.0K | 0.01% | +298+4.2% | Added |
| Marco Investment Management LLC | 7,300 | $403.0K | 0.05% | +219+3.1% | Added |
| Azimuth Capital Investment Management LLC | 7,295 | $402.7K | 0.02% | −20−0.3% | Reduced |
| Enterprise Financial Services Corp | 7,245 | $399.9K | 0.28% | +10+0.1% | Added |
| Meridian Investment Counsel Inc. | 7,200 | $397.4K | 0.15% | −183−2.5% | Reduced |
| Fidelis Capital Partners, LLC | 7,194 | $397.1K | 0.14% | +191+2.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,177 | $396.2K | 0.08% | −603−7.8% | Reduced |
| Northeast Investment Management | 7,163 | $395.4K | 0.02% | +1,600+28.8% | Added |
| NorthRock Partners, LLC | 7,158 | $395.1K | 0.04% | −96−1.3% | Reduced |
| Verition Fund Management LLC | 7,151 | $394.7K | 0.01% | −210,868−96.7% | Reduced |
| Rathbone Brothers plc | 7,150 | $394.7K | 0.00% | +1,920+36.7% | Added |
| True North Advisors, LLC | 7,146 | $394.5K | 0.12% | −3,666−33.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $393.6K | 0.11% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 7,098 | $391.8K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 7,067 | $390.1K | 0.01% | +31+0.4% | Added |
| Balentine LLC | 7,058 | $389.6K | 0.01% | +485+7.4% | Added |
| McDonald Partners LLC | 7,024 | $387.7K | 0.13% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 7,000 | $386.4K | 0.01% | −222−3.1% | Reduced |
| Institute for Wealth Management, LLC. | 6,977 | $385.1K | 0.07% | −540−7.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,962 | $384.3K | 0.02% | +1,715+32.7% | Added |
| Evergreen Capital Management LLC | 6,945 | $383.4K | 0.02% | +139+2.0% | Added |
| Papp L Roy & Associates | 6,940 | $383.1K | 0.05% | +224+3.3% | Added |
| Wellington Shields Capital Management, LLC | 6,925 | $382.3K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,925 | $382.3K | 0.01% | +6,925 | New |
| Denali Advisors LLC | 6,900 | $380.9K | 0.13% | −3,026−30.5% | Reduced |
| TFG Advisers LLC | 6,884 | $380.0K | 0.18% | +49+0.7% | Added |
| First National Trust Co | 6,869 | $379.2K | 0.02% | −263−3.7% | Reduced |
| Bell Investment Advisors, Inc | 6,864 | $378.9K | 0.08% | −27−0.4% | Reduced |