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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Denali Advisors LLC | 300 | $17.2K | 0.01% | −6,600−95.7% | Reduced |
| Westside Investment Management, Inc. | 300 | $17.2K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $17.2K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 300 | $17.2K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $17.2K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 312 | $17.9K | 0.01% | +312 | New |
| TSFG, LLC | 310 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 318 | $18.3K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 320 | $18.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 333 | $19.1K | 0.00% | +35+11.7% | Added |
| Tanglewood Legacy Advisors, LLC | 335 | $19.2K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 342 | $19.6K | 0.01% | +342 | New |
| Cedar Mountain Advisors, LLC | 345 | $19.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 347 | $19.9K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 353 | $20.0K | 0.01% | +353 | New |
| Tortoise Investment Management, LLC | 350 | $20.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 352 | $20.2K | 0.02% | +352 | New |
| SJS Investment Consulting Inc. | 353 | $20.3K | 0.00% | +13+3.8% | Added |
| Raelipskie Partnership | 360 | $20.7K | 0.01% | +360 | New |
| MCF Advisors LLC | 375 | $21.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 376 | $21.6K | 0.01% | −1−0.3% | Reduced |
| Frazier Financial Advisors, LLC | 397 | $22.8K | 0.02% | +397 | New |
| GHP Investment Advisors, Inc. | 401 | $23.1K | 0.00% | −194−32.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 403 | $23.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $23.2K | 0.00% | −469−53.8% | Reduced |
| Intelligent Financial Strategies | 423 | $24.4K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 445 | $25.0K | 0.01% | −141−24.1% | Reduced |
| McClarren Financial Advisors, Inc. | 435 | $25.0K | 0.02% | +202+86.7% | Added |
| DiNuzzo Private Wealth, Inc. | 443 | $25.5K | 0.00% | +443 | New |
| DT Investment Partners, LLC | 461 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 460 | $26.4K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 476 | $27.1K | 0.02% | +476 | New |
| Ofi Invest Asset Management | 524 | $27.3K | 0.00% | −10−1.9% | Reduced |
| Boit C F David | 500 | $27.4K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 481 | $27.6K | 0.02% | −61−11.3% | Reduced |
| Hollencrest Capital Management | 486 | $27.9K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 500 | $28.7K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 500 | $28.7K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 501 | $28.8K | 0.01% | +32+6.8% | Added |
| Tompkins Financial Corp | 507 | $29.1K | 0.00% | +100+24.6% | Added |
| Plato Investment Management Ltd | 515 | $29.6K | 0.04% | +515 | New |
| Larson Financial Group LLC | 517 | $29.7K | 0.00% | +6+1.2% | Added |
| Sound Income Strategies, LLC | 529 | $30.4K | 0.00% | +27+5.4% | Added |
| Kelly Financial Services LLC | 530 | $30.5K | 0.01% | +1+0.2% | Added |
| Archer Investment Corp | 533 | $30.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 549 | $31.6K | 0.02% | +549 | New |
| Criterion Capital Advisors, LLC | 558 | $32.0K | 0.02% | +558 | New |
| Thompson Siegel & Walmsley LLC | 572 | $33.0K | 0.00% | −144−20.1% | Reduced |
| Nemes Rush Group LLC | 575 | $33.0K | 0.01% | −8−1.4% | Reduced |
| Planned Solutions, Inc. | 580 | $33.3K | 0.02% | +580 | New |
| West Branch Capital LLC | 590 | $33.9K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 596 | $34.2K | 0.03% | +596 | New |
| United Community Bank | 600 | $34.5K | 0.01% | +600 | New |
| Hantz Financial Services, Inc. | 608 | $35.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 623 | $35.8K | 0.03% | +623 | New |
| ORG Partners LLC | 626 | $36.0K | 0.01% | +476+317.3% | Added |
| Impact Partnership Wealth, LLC | 635 | $36.5K | 0.01% | +575+958.3% | Added |
| SOA Wealth Advisors, LLC. | 636 | $36.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 645 | $37.1K | 0.01% | +58+9.9% | Added |
| Prestige Wealth Management Group LLC | 647 | $37.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 658 | $37.9K | 0.01% | +5+0.8% | Added |
| Concord Wealth Partners | 672 | $38.6K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 674 | $38.7K | 0.03% | +674 | New |
| CGC Financial Services, LLC | 685 | $39.4K | 0.02% | +305+80.3% | Added |
| Norwood Financial Corp | 690 | $39.6K | 0.06% | −99−12.5% | Reduced |
| Valley National Advisers Inc | 705 | $40.0K | 0.01% | +64+10.0% | Added |
| Bray Capital Advisors | 700 | $40.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 700 | $40.2K | 0.03% | +700 | New |
| Creekmur Asset Management LLC | 701 | $40.3K | 0.01% | +701 | New |
| Firsthand Capital Management, Inc. | 1,000 | $40.6K | 0.06% | +1,000 | New |
| Pathway Financial Advisers, LLC | 724 | $41.6K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 730 | $41.9K | 0.01% | 00.0% | Unchanged |
| Motco | 735 | $42.2K | 0.00% | −72−8.9% | Reduced |
| Gradient Investments LLC | 737 | $42.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 753 | $43.0K | 0.00% | +1+0.1% | Added |
| Chesapeake Asset Management LLC | 750 | $43.1K | 0.04% | −107−12.5% | Reduced |
| Orion Capital Management LLC | 750 | $43.1K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 753 | $43.3K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 760 | $43.7K | 0.00% | −5,538−87.9% | Reduced |
| Cornerstone Planning Group LLC | 768 | $44.1K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 778 | $44.7K | 0.01% | +778 | New |
| Brown, Lisle/Cummings, Inc. | 787 | $45.2K | 0.02% | +462+142.2% | Added |
| Centennial Bank | 799 | $45.9K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $46.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 800 | $46.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 833 | $47.9K | 0.03% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 890 | $51.1K | 0.04% | +840+1,680.0% | Added |
| Armstrong Advisory Group, Inc | 896 | $51.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 903 | $51.9K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 909 | $52.2K | 0.02% | +909 | New |
| Truvestments Capital LLC | 915 | $52.6K | 0.02% | +3+0.3% | Added |
| Hexagon Capital Partners LLC | 951 | $54.6K | 0.01% | +447+88.7% | Added |
| Core Alternative Capital | 975 | $56.0K | 0.01% | −293−23.1% | Reduced |
| Indiana Trust & Investment Management CO | 980 | $56.3K | 0.03% | 00.0% | Unchanged |
| American National Bank | 994 | $57.1K | 0.01% | −314−24.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,000 | $57.5K | 0.03% | −100−9.1% | Reduced |
| NVWM, LLC | 1,083 | $62.2K | 0.02% | −222−17.0% | Reduced |
| Costello Asset Management, INC | 1,100 | $63.2K | 0.05% | −400−26.7% | Reduced |
| Garner Asset Management Corp | 1,174 | $63.5K | 0.03% | +1,174 | New |
| Aspire Private Capital, LLC | 1,115 | $64.1K | 0.02% | −4−0.4% | Reduced |