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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 1,122 | $64.5K | 0.03% | +63+5.9% | Added |
| Birchbrook, Inc. | 1,125 | $64.6K | 0.04% | +1,125 | New |
| Baystate Wealth Management LLC | 1,163 | $66.8K | 0.00% | −346−22.9% | Reduced |
| Union Savings Bank | 1,174 | $67.4K | 0.04% | +50+4.4% | Added |
| Independence Bank of Kentucky | 1,181 | $67.8K | 0.02% | +1,000+552.5% | Added |
| JNBA Financial Advisors | 1,185 | $68.1K | 0.01% | −16−1.3% | Reduced |
| Beacon Capital Management, LLC | 1,238 | $68.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,192 | $68.5K | 0.02% | −34−2.8% | Reduced |
| Advantage Trust Co | 1,200 | $68.9K | 0.05% | +1,200 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,207 | $69.6K | 0.03% | +42+3.6% | Added |
| Cherry Tree Wealth Management, LLC | 1,215 | $69.8K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,242 | $71.4K | 0.01% | +1,058+575.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,278 | $73.4K | 0.00% | +295+30.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,284 | $73.8K | 0.02% | +1+0.1% | Added |
| Field & Main Bank | 1,285 | $73.8K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,292 | $74.2K | 0.06% | −1,002−43.7% | Reduced |
| Acima Private Wealth, LLC | 1,300 | $74.7K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,300 | $74.7K | 0.00% | +600+85.7% | Added |
| Planning Capital Management Corp | 1,340 | $77.0K | 0.06% | +1,340 | New |
| First Community Trust NA | 1,350 | $77.6K | 0.08% | −15−1.1% | Reduced |
| Pacifica Partners Inc. | 1,496 | $78.6K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,373 | $78.9K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,405 | $80.7K | 0.02% | 00.0% | Unchanged |
| Oakmont Corp | 1,413 | $81.2K | 0.02% | −33−2.3% | Reduced |
| POM Investment Strategies, LLC | 1,425 | $81.9K | 0.08% | +1,425 | New |
| Bellevue Asset Management, LLC | 1,432 | $82.3K | 0.07% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,450 | $83.3K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,452 | $83.4K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,454 | $83.5K | 0.00% | +21+1.5% | Added |
| Highlander Capital Management, LLC | 1,473 | $84.6K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,607 | $92.0K | 0.01% | −538−25.1% | Reduced |
| Covestor Ltd | 1,605 | $93.0K | 0.06% | −1,508−48.4% | Reduced |
| First United Bank Trust | 1,665 | $95.7K | 0.04% | +1,665 | New |
| CVA Family Office, LLC | 1,687 | $96.9K | 0.02% | +1,687 | New |
| RFP Financial Group LLC | 1,689 | $97.0K | 0.04% | +89+5.6% | Added |
| Dividend Assets Capital, LLC | 1,700 | $98.0K | 0.02% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,723 | $99.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,733 | $99.6K | 0.01% | −95−5.2% | Reduced |
| Carolinas Wealth Consulting LLC | 5,121 | $99.8K | 0.02% | −171−3.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,765 | $101.4K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,765 | $101.4K | 0.04% | +4+0.2% | Added |
| Old Second National Bank of Aurora | 1,800 | $103.4K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,823 | $104.7K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,833 | $105.3K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,867 | $107.3K | 0.02% | +1,867 | New |
| Princeton Global Asset Management LLC | 1,881 | $108.1K | 0.03% | +480+34.3% | Added |
| Creative Capital Management Investments LLC | 1,895 | $108.9K | 0.06% | 00.0% | Unchanged |
| CKW Financial Group | 1,951 | $112.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,952 | $112.4K | 0.02% | −593−23.3% | Reduced |
| Capital Analysts, LLC | 1,954 | $113.0K | 0.01% | +4+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,965 | $113.2K | 0.01% | +753+62.1% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $113.5K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,000 | $114.9K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,009 | $115.4K | 0.01% | +120+6.4% | Added |
| Blue Chip Partners, Inc. | 2,048 | $117.6K | 0.01% | +8+0.4% | Added |
| Duncker Streett & Co Inc | 2,071 | $119.0K | 0.03% | +5+0.2% | Added |
| Rakuten Investment Management, Inc. | 2,074 | $119.5K | 0.00% | +2,074 | New |
| Richardson Capital Management LLC | 2,091 | $120.1K | 0.12% | +2,091 | New |
| Centaurus Financial, Inc. | 2,104 | $121.0K | 0.01% | +64+3.1% | Added |
| Ulland Investment Advisors, LLC | 2,144 | $123.0K | 0.12% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,213 | $127.1K | 0.02% | +267+13.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,207 | $127.2K | 0.01% | +2,207 | New |
| Clean Yield Group | 2,224 | $127.8K | 0.05% | −35−1.5% | Reduced |
| Greenwood Gearhart Inc | 2,225 | $127.8K | 0.01% | +2,225 | New |
| Caisse de Depot Et Placement du Quebec | 2,237 | $128.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,239 | $128.6K | 0.00% | +61+2.8% | Added |
| Gables Capital Management Inc. | 2,250 | $129.3K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,258 | $130.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,268 | $130.3K | 0.02% | +2+0.1% | Added |
| Monetary Management Group Inc | 2,275 | $130.7K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,270 | $131.0K | 0.09% | +10.0% | Added |
| Eagle Bay Advisors LLC | 2,290 | $131.6K | 0.08% | +119+5.5% | Added |
| City State Bank | 2,327 | $134.0K | 0.07% | −105−4.3% | Reduced |
| Strengthening Families & Communities, LLC | 2,376 | $136.5K | 0.09% | +8+0.3% | Added |
| Partnership Wealth Management, LLC | 2,528 | $138.3K | 0.10% | +2,528 | New |
| Hanson & Doremus Investment Management | 2,422 | $139.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,450 | $140.8K | 0.01% | −231−8.6% | Reduced |
| AllSquare Wealth Management LLC | 2,463 | $141.5K | 0.09% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,500 | $143.6K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,523 | $144.9K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 2,551 | $146.6K | 0.01% | −3,088−54.8% | Reduced |
| Alta Advisers Ltd | 2,600 | $149.4K | 0.08% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,657 | $152.6K | 0.03% | −84−3.1% | Reduced |
| Logan Capital Management Inc | 2,704 | $155.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,728 | $156.7K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2,764 | $158.8K | 0.12% | +2,764 | New |
| Bangor Savings Bank | 2,775 | $159.4K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,810 | $161.4K | 0.18% | −1,000−26.2% | Reduced |
| Massmutual Trust Co FSB | 2,836 | $162.9K | 0.01% | −314−10.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,978 | $165.0K | 0.00% | +1,357+83.7% | Added |
| JFS Wealth Advisors, LLC | 2,914 | $167.4K | 0.01% | +632+27.7% | Added |
| Deseret Mutual Benefit Administrators | 2,934 | $168.6K | 0.10% | −1,268−30.2% | Reduced |
| Bank of New Hampshire | 2,962 | $170.2K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,028 | $174.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,032 | $174.2K | 0.09% | −9−0.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,083 | $177.1K | 0.07% | +3,083 | New |
| Quent Capital, LLC | 3,177 | $182.5K | 0.02% | +99+3.2% | Added |
| Harvest Fund Management Co., Ltd | 3,200 | $184.0K | 0.03% | +1,077+50.7% | Added |
| Parkside Financial Bank & Trust | 3,250 | $186.7K | 0.03% | +209+6.9% | Added |
| Addison Advisors LLC | 3,299 | $189.5K | 0.07% | +1,238+60.1% | Added |