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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
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−444,150−100.0%Sold out
Adams Diversified Equity Fund, Inc.0$00.00%−436,020−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−343,575−100.0%Sold out
Carlson Capital L P0$00.00%−183,100−100.0%Sold out
Van Eck Associates Corp0$00.00%−129,063−100.0%Sold out
Fullerton Fund Management Co Ltd.0$00.00%−121,316−100.0%Sold out
Martin Investment Management, LLC0$00.00%−110,747−100.0%Sold out
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)0$00.00%−110,000−100.0%Sold out
Evoke Wealth, LLC0$00.00%−95,598−100.0%Sold out
WBI Investments0$00.00%−65,611−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−63,243−100.0%Sold out
Marsico Capital Management LLC0$00.00%−51,855−100.0%Sold out
Portolan Capital Management, LLC0$00.00%−49,709−100.0%Sold out
L & S Advisors Inc0$00.00%−43,692−100.0%Sold out
GAM Holding AG0$00.00%−42,790−100.0%Sold out
IMC-Chicago, LLC0$00.00%−32,724−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−24,850−100.0%Sold out
C2C Wealth Management, LLC0$00.00%−24,425−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−19,264−100.0%Sold out
Meeder Asset Management Inc0$00.00%−17,924−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−16,673−100.0%Sold out
Security National Bank of So Dak0$00.00%−15,295−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−14,661−100.0%Sold out
Friedenthal Financial0$00.00%−13,884−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−13,551−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−11,976−100.0%Sold out
Security National Bank of Sioux City Iowa0$00.00%−11,085−100.0%Sold out
Cutler Group LP0$00.00%−8,614−100.0%Sold out
Aspen Investment Management Inc0$00.00%−8,025−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−6,925−100.0%Sold out
Banco Santander, S.A.0$00.00%−6,478−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−6,354−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−5,957−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−5,909−100.0%Sold out
Claro Advisors LLC0$00.00%−5,342−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−5,713−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−5,052−100.0%Sold out
Affinity Investment Advisors, LLC0$00.00%−4,994−100.0%Sold out
Gateway Wealth Partners, LLC0$00.00%−4,792−100.0%Sold out
Trust Investment Advisors0$00.00%−4,692−100.0%Sold out
L2 Asset Management, LLC0$00.00%−962−100.0%Sold out
Allstate Corp0$00.00%−4,494−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−4,464−100.0%Sold out
Tilt Investment Management Holdings, PBC0$00.00%−4,444−100.0%Sold out
Walleye Trading LLC0$00.00%−4,332−100.0%Sold out
Fernwood Investment Management, LLC0$00.00%−4,250−100.0%Sold out
Wintrust Investments LLC0$00.00%−4,165−100.0%Sold out
Guardian Wealth Advisors, LLC0$00.00%−4,154−100.0%Sold out
Invenio Wealth Partners LLC0$00.00%−4,135−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−3,971−100.0%Sold out
Cypress Capital Group0$00.00%−3,927−100.0%Sold out
Signature Wealth Management Partners, LLC0$00.00%−3,889−100.0%Sold out
Teza Capital Management LLC0$00.00%−3,830−100.0%Sold out
Worth Financial Advisory Group, LLC0$00.00%−3,719−100.0%Sold out
Ziegler Capital Management, LLC0$00.00%−3,674−100.0%Sold out
Caas Capital Management LP0$00.00%−2,000−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−1,655−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,188−100.0%Sold out
RVW Wealth, LLC0$00.00%−1,143−100.0%Sold out
Riverview Trust Co0$00.00%−1,057−100.0%Sold out
Arcadia Investment Management Corp0$00.00%−1,000−100.0%Sold out
Portland Hill Asset Management Ltd0$00.00%−874−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−743−100.0%Sold out
BluePath Capital Management, LLC0$00.00%−629−100.0%Sold out
Knuff & Co LLC0$00.00%−575−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−547−100.0%Sold out
Register Financial Advisors LLC0$00.00%−519−100.0%Sold out
Front Row Advisors LLC0$00.00%−448−100.0%Sold out
Briaud Financial Planning, Inc0$00.00%−415−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−397−100.0%Sold out
Earnest Partners LLC0$00.00%−393−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−370−100.0%Sold out
IAG Wealth Partners, LLC0$00.00%−272−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−200−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−127−100.0%Sold out
Legacy Financial Group LLC0$00.00%−99−100.0%Sold out
Western Pacific Wealth Management, LP0$00.00%−99−100.0%Sold out
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna0$00.00%−75−100.0%Sold out
Optiver Holding B.V.0$00.00%−1−100.0%Sold out
Quilter Plc0$00.00%−1,405−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Payden & Rygel Investment Group––––Not filed
Comerica Securities,inc.––––Not filed
Pathstone Family Office, LLC––––Not filed
MU Investments Co., Ltd.––––Not filed
Advisor Partners II, LLC––––Not filed
Colony Group LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Rothschild Investment Corp––––Not filed
Tiedemann Advisors, LLC––––Not filed
Ropes Wealth Advisors LLC––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Antonetti Capital Management LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
Steward Financial Group LLC––––Not filed