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Livermore
ZHEN

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, Q4 2023

Institutional positions in Carrier Global Corp as of Dec 31, 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
1,398
+98 vs. Q3 2023
Shares held
759.2M
−16.5M (−2.1%) vs. Q3 2023
Total value
$43.6B
+$786.9M (+1.8%) vs. Q3 2023
New holders
180
419 more added
Sold out
82
543 more reduced

16 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,398 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ4 2023: $43.6B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2023.

Institutions holding CARR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Highline Wealth Partners LLC3$1740.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC4$2300.00%+4New
PSI Advisors, LLC6$3440.00%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.6$3450.00%+6New
Livelsberger Financial Advisory10$5560.00%+10New
West Paces Advisors Inc.10$5750.00%−30−75.0%Reduced
Rise Advisors, LLC16$9010.00%00.0%Unchanged
True Wealth Design, LLC17$9770.00%00.0%Unchanged
Fairman Group, LLC17$9800.00%+17New
HBC Financial Services, PLLC25$1.00K0.00%00.0%Unchanged
Tfo-TDC, LLC18$1.03K0.00%00.0%Unchanged
WealthCollab, LLC18$1.03K0.00%+18New
Perkins Coie Trust Co19$1.09K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.15K0.00%00.0%Unchanged
Godsey & Gibb Associates20$1.15K0.00%+20New
Game Plan Financial Advisors, LLC24$1.38K0.00%+24New
Guardian Wealth Management, Inc.25$1.43K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC25$1.44K0.00%+25New
Arlington Trust Co LLC28$1.61K0.00%+28New
Exchange Traded Concepts, LLC30$1.72K0.00%−4−11.8%Reduced
Trifecta Capital Advisors, LLC31$1.78K0.00%00.0%Unchanged
Dogwood Wealth Management LLC32$1.83K0.00%+32New
Wolff Wiese Magana LLC32$1.84K0.00%00.0%Unchanged
Valued Wealth Advisors LLC35$1.93K0.00%+35New
Park Place Capital Corp34$1.95K0.00%−35−50.7%Reduced
Aspect Partners, LLC34$1.95K0.00%+34New
Ogorek Anthony Joseph47$2.00K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.39$2.00K0.00%+39New
TD Capital Management LLC40$2.30K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC42$2.41K0.00%+42New
Macroview Investment Management LLC45$2.59K0.00%−259−85.2%Reduced
Northwest Capital Management Inc47$2.70K0.00%00.0%Unchanged
Clear Point Advisors Inc.48$2.76K0.00%+48New
Pacific Center for Financial Services50$2.87K0.00%00.0%Unchanged
PFS Partners, LLC52$2.98K0.00%00.0%Unchanged
Avion Wealth52$3.00K0.00%+21+67.7%Added
Rakuten Securities, Inc.53$3.04K0.00%+53New
Financial Freedom, LLC55$3.18K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.59$3.39K0.00%00.0%Unchanged
Raleigh Capital Management Inc.60$3.45K0.00%+60New
Dunhill Financial, LLC61$3.48K0.00%+61New
Byrne Asset Management LLC67$3.87K0.00%00.0%Unchanged
Sawyer & Company, Inc61$4.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC70$4.02K0.00%00.0%Unchanged
Global Financial Private Client, LLC74$4.25K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC75$4.31K0.00%+75New
J.Safra Asset Management Corp79$4.54K0.00%+79New
Tyler-Stone Wealth Management84$4.83K0.00%00.0%Unchanged
Sachetta, LLC89$5.12K0.00%+89New
Toth Financial Advisory Corp90$5.17K0.00%00.0%Unchanged
McIlrath & Eck, LLC90$5.17K0.00%00.0%Unchanged
Provence Wealth Management Group97$5.57K0.00%00.0%Unchanged
DAGCO, Inc.97$5.57K0.01%+97New
Dynamic Wealth Strategies, LLC97$5.57K0.01%+97New
Rogco, LP100$5.75K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.110$6.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC108$6.21K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc110$6.31K0.00%+1+0.9%Added
Operose Advisors LLC110$6.32K0.00%−540−83.1%Reduced
Syntax Research, Inc.118$6.78K0.01%00.0%Unchanged
Sofos Investments, Inc.120$6.91K0.00%−565−82.5%Reduced
Fairfield Financial Advisors, LTD128$7.33K0.00%+1+0.8%Added
Bogart Wealth, LLC130$7.46K0.00%+102+364.3%Added
Thompson Investment Management, Inc.134$7.70K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC136$7.81K0.00%+136New
Loomis Sayles & Co L P144$8.00K0.00%−110−43.3%Reduced
Main Street Group, LTD140$8.04K0.00%+140New
Mowery & Schoenfeld Wealth Management, LLC140$8.04K0.02%+140New
Wiser Advisor Group LLC147$8.45K0.01%+147New
Smartleaf Asset Management LLC147$8.47K0.00%+147New
Mine & Arao Wealth Creation & Management, LLC.150$8.62K0.00%00.0%Unchanged
Live Oak Investment Partners–$8.62K0.01%––
Fortis Group Advisors, LLC152$8.73K0.00%+76+100.0%Added
Financial Management Professionals, Inc.150$9.00K0.00%−286−65.6%Reduced
Lee Financial Co158$9.11K0.00%+37+30.6%Added
Abound Wealth Management165$9.49K0.00%00.0%Unchanged
Venturi Wealth Management, LLC166$9.54K0.00%−88−34.6%Reduced
Focused Wealth Management, Inc170$9.77K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC172$9.88K0.00%00.0%Unchanged
Salomon & Ludwin, LLC180$9.94K0.00%00.0%Unchanged
Neo Ivy Capital Management180$10.0K0.02%+180New
ZRC Wealth Management, LLC195$10.8K0.01%+195New
First PREMIER Bank200$11.0K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.200$11.2K0.01%+200New
Kayne Anderson Rudnick Investment Management LLC198$11.4K0.00%+40+25.3%Added
First Personal Financial Services200$11.5K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC200$11.5K0.00%00.0%Unchanged
Raffa Wealth Management, LLC201$11.5K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.203$12.0K0.01%+203New
Pflug Koory, LLC218$12.5K0.01%00.0%Unchanged
DecisionPoint Financial, LLC220$12.6K0.01%00.0%Unchanged
PrairieView Partners, LLC227$13.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC231$13.3K0.01%+231New
Sittner & Nelson, LLC237$13.6K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.240$13.8K0.01%+240New
Magellan Asset Management Ltd247$14.2K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC247$14.2K0.01%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.264$15.2K0.00%+264New
GW&K Investment Management, LLC274$16.0K0.00%+18+7.0%Added
FSC Wealth Advisors, LLC288$16.5K0.01%00.0%Unchanged