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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 6,862 | $378.8K | 0.01% | −359−5.0% | Reduced |
| Farmers National Bank | 6,854 | $378.3K | 0.13% | +12+0.2% | Added |
| Court Place Advisors, LLC | 6,807 | $375.7K | 0.13% | −20−0.3% | Reduced |
| Fortune Financial Advisors, LLC | 6,758 | $373.0K | 0.29% | −299−4.2% | Reduced |
| Foundations Investment Advisors, LLC | 6,758 | $373.0K | 0.01% | +310+4.8% | Added |
| SeaCrest Wealth Management, LLC | 6,745 | $372.3K | 0.05% | −288−4.1% | Reduced |
| AlphaCore Capital LLC | 6,730 | $371.5K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 6,718 | $370.8K | 0.27% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,701 | $369.9K | 0.04% | +6,701 | New |
| Ancora Advisors, LLC | 6,680 | $368.7K | 0.01% | +10.0% | Added |
| Argent Capital Management LLC | 6,660 | $367.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,639 | $366.5K | 0.02% | −706−9.6% | Reduced |
| CWM Advisors, LLC | 6,632 | $366.1K | 0.05% | +6,632 | New |
| Rodgers Brothers Inc. | 6,566 | $362.4K | 0.06% | +672+11.4% | Added |
| Clarius Group, LLC | 6,561 | $362.2K | 0.03% | −1,810−21.6% | Reduced |
| Allworth Financial LP | 6,547 | $361.4K | 0.00% | +207+3.3% | Added |
| Security National Bank | 6,454 | $361.0K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 6,503 | $359.0K | 0.05% | +79+1.2% | Added |
| Banco Santander, S.A. | 6,478 | $357.6K | 0.01% | +6,478 | New |
| SYSTM Wealth Solutions LLC | 6,475 | $357.4K | 0.05% | −582−8.2% | Reduced |
| Berkshire Asset Management LLC | 6,461 | $356.6K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 6,426 | $354.7K | 0.03% | −685−9.6% | Reduced |
| Berkshire Bank | 6,420 | $354.4K | 0.10% | 00.0% | Unchanged |
| MEMBERS Trust Co | 6,332 | $354.2K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 6,410 | $353.8K | 0.04% | −350−5.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,405 | $353.6K | 0.01% | −24−0.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $353.2K | 0.10% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,380 | $352.2K | 0.05% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6,359 | $351.0K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6,355 | $350.8K | 0.02% | +570+9.9% | Added |
| Balyasny Asset Management LLC | 6,354 | $350.7K | 0.00% | +6,354 | New |
| Tiemann Investment Advisors, LLC | 6,333 | $349.6K | 0.19% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,332 | $349.5K | 0.03% | −61−1.0% | Reduced |
| Precision Wealth Strategies, LLC | 6,319 | $348.8K | 0.38% | +6,319 | New |
| Spire Wealth Management | 6,317 | $348.7K | 0.01% | +23+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,316 | $348.6K | 0.02% | −10.0% | Reduced |
| Capstone Investment Advisors, LLC | 6,298 | $347.6K | 0.01% | −905−12.6% | Reduced |
| Clear Harbor Asset Management, LLC | 6,249 | $344.9K | 0.04% | −50−0.8% | Reduced |
| LCM Capital Management Inc | 6,245 | $344.7K | 0.28% | −18−0.3% | Reduced |
| Sandy Spring Bank | 6,225 | $343.6K | 0.02% | −426−6.4% | Reduced |
| Garden State Investment Advisory Services LLC | 6,205 | $342.4K | 0.16% | +22+0.4% | Added |
| Basepoint Wealth LLC | 6,198 | $342.1K | 0.28% | −324−5.0% | Reduced |
| Center For Asset Management LLC | 6,145 | $339.2K | 0.34% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 6,124 | $338.0K | 0.07% | +10.0% | Added |
| FDx Advisors, Inc. | 6,132 | $338.0K | 0.03% | −1,611−20.8% | Reduced |
| Meridian Wealth Management, LLC | 6,120 | $337.8K | 0.02% | −100−1.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 6,118 | $337.7K | 0.12% | −1,000−14.0% | Reduced |
| Journey Advisory Group, LLC | 6,115 | $337.5K | 0.05% | −75−1.2% | Reduced |
| BSW Wealth Partners | 6,109 | $337.2K | 0.08% | −231−3.6% | Reduced |
| Flagship Harbor Advisors, LLC | 6,063 | $334.7K | 0.03% | −60−1.0% | Reduced |
| S.A. Mason LLC | 6,027 | $332.7K | 0.24% | −97−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,024 | $332.5K | 0.00% | +6,024 | New |
| New Hampshire Trust | 6,016 | $332.1K | 0.09% | 00.0% | Unchanged |
| Systematic Financial Management LP | 6,000 | $331.2K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $331.2K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $331.2K | 0.08% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 6,000 | $331.2K | 0.00% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,999 | $331.1K | 0.11% | +5,999 | New |
| Avantax Planning Partners, Inc. | 5,981 | $330.2K | 0.01% | −834−12.2% | Reduced |
| Freedom Day Solutions, LLC | 5,960 | $329.0K | 0.14% | +18+0.3% | Added |
| Calamos Wealth Management LLC | 5,957 | $328.8K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,940 | $327.9K | 0.01% | −4,739−44.4% | Reduced |
| Philadelphia Trust Co | 5,920 | $327.0K | 0.03% | −123,130−95.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,909 | $326.2K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,902 | $325.8K | 0.01% | +5,902 | New |
| Covenant Asset Management, LLC | 5,900 | $325.7K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,873 | $324.2K | 0.02% | −388−6.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,846 | $323.0K | 0.11% | +44+0.8% | Added |
| Miller Investment Management, LP | 5,840 | $322.4K | 0.05% | −7,150−55.0% | Reduced |
| General Partner, Inc. | 6,000 | $321.1K | 0.29% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,808 | $320.6K | 0.03% | +5,808 | New |
| Citizens Financial Group Inc | 5,805 | $320.4K | 0.01% | +5,805 | New |
| Cedar Wealth Management, LLC | 5,800 | $320.2K | 0.13% | +1,900+48.7% | Added |
| First Citizens Bank & Trust Co | 5,790 | $319.6K | 0.01% | +58+1.0% | Added |
| LMCG Investments, LLC | 5,777 | $318.9K | 0.02% | −5−0.1% | Reduced |
| Steinberg Asset Management LLC | 5,761 | $318.0K | 0.28% | +711+14.1% | Added |
| Leonteq Securities AG | 5,754 | $317.6K | 0.03% | −2,735−32.2% | Reduced |
| Douglas Lane & Associates, LLC | 5,745 | $317.1K | 0.01% | +5,745 | New |
| Bath Savings Trust Co | 5,740 | $316.8K | 0.04% | −113−1.9% | Reduced |
| Alps Advisors Inc | 5,720 | $315.7K | 0.00% | +5,720 | New |
| LVW Advisors, LLC | 5,714 | $315.4K | 0.07% | −311−5.2% | Reduced |
| Waters Parkerson & Co., LLC | 5,667 | $313.0K | 0.02% | −5,300−48.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 5,669 | $312.9K | 0.03% | −200−3.4% | Reduced |
| First Foundation Advisors | 5,639 | $311.3K | 0.01% | +88+1.6% | Added |
| Northwest Bancshares, Inc. | 5,614 | $309.9K | 0.06% | −100−1.8% | Reduced |
| Naples Global Advisors, LLC | 5,611 | $309.7K | 0.04% | +350+6.7% | Added |
| Essex Savings Bank | 5,593 | $308.7K | 0.10% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,588 | $308.5K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,577 | $307.9K | 0.01% | −5−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,157 | $307.7K | 0.00% | −79−1.3% | Reduced |
| Arrow Financial Corp | 5,570 | $307.5K | 0.04% | −102−1.8% | Reduced |
| Kovack Advisors, Inc. | 5,533 | $305.4K | 0.04% | +287+5.5% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,531 | $305.3K | 0.31% | 00.0% | Unchanged |
| Shelton Capital Management | 5,521 | $304.8K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,510 | $304.2K | 0.01% | −465−7.8% | Reduced |
| Cobblestone Capital Advisors LLC | 5,502 | $303.7K | 0.02% | −150−2.7% | Reduced |
| Optimum Investment Advisors | 5,500 | $303.6K | 0.16% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5,458 | $301.3K | 0.21% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,455 | $301.1K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,452 | $300.9K | 0.01% | −292−5.1% | Reduced |