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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 3,424 | $197.2K | 0.03% | −3,051−47.1% | Reduced |
| HCR Wealth Advisors | 3,474 | $199.6K | 0.03% | −439−11.2% | Reduced |
| First Financial Bankshares Inc | 3,488 | $200.4K | 0.00% | +3,488 | New |
| Eudaimonia Partners, LLC | 3,492 | $200.6K | 0.05% | −355−9.2% | Reduced |
| Embree Financial Group | 3,492 | $200.6K | 0.04% | +3,492 | New |
| BKM Wealth Management, LLC | 3,533 | $203.0K | 0.09% | +3,533 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,534 | $203.0K | 0.10% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,542 | $203.5K | 0.04% | +3,542 | New |
| Five Oceans Advisors | 3,548 | $203.8K | 0.11% | +3,548 | New |
| FRG Family Wealth Advisors LLC | 3,564 | $204.8K | 0.04% | −1,140−24.2% | Reduced |
| Texas Yale Capital Corp. | 3,568 | $205.0K | 0.01% | +3,568 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,575 | $205.4K | 0.04% | +3,575 | New |
| Hennion & Walsh Asset Management, Inc. | 3,587 | $206.1K | 0.01% | +3,587 | New |
| First Bank & Trust | 3,598 | $206.7K | 0.05% | −879−19.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,598 | $206.7K | 0.02% | +3,598 | New |
| Chicago Trust Co NA | 3,621 | $208.0K | 0.05% | −1,500−29.3% | Reduced |
| Leonteq Securities AG | 3,629 | $208.5K | 0.03% | −2,125−36.9% | Reduced |
| Equitable Trust Co | 3,632 | $208.7K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,632 | $209.0K | 0.02% | +3,632 | New |
| Summit Trail Advisors, LLC | 3,630 | $209.1K | 0.01% | +3,630 | New |
| Wolverine Trading, LLC | 3,654 | $209.9K | 0.00% | +3,654 | New |
| PDS Planning, Inc | 3,655 | $210.0K | 0.02% | −57−1.5% | Reduced |
| Crawford Investment Counsel Inc | 3,657 | $210.1K | 0.00% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,664 | $210.5K | 0.01% | +22+0.6% | Added |
| Brandywine Oak Private Wealth LLC | 3,674 | $211.1K | 0.02% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,693 | $212.2K | 0.00% | +22+0.6% | Added |
| Parcion Private Wealth LLC | 3,700 | $212.6K | 0.02% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 3,707 | $213.0K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 3,738 | $214.7K | 0.04% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,740 | $214.9K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,744 | $215.1K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,746 | $215.2K | 0.01% | +3,746 | New |
| Transcend Wealth Collective, LLC | 3,749 | $215.4K | 0.02% | −5−0.1% | Reduced |
| Grove Bank & Trust | 3,751 | $215.5K | 0.04% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 3,752 | $215.6K | 0.18% | +3,752 | New |
| Aries Wealth Management | 3,760 | $216.0K | 0.08% | −225−5.6% | Reduced |
| Marathon Capital Management | 3,760 | $216.0K | 0.05% | +7+0.2% | Added |
| Todd Asset Management LLC | 3,785 | $217.4K | 0.00% | 00.0% | Unchanged |
| Baxter Bros Inc | 3,785 | $217.5K | 0.03% | +7+0.2% | Added |
| PBMares Wealth Management LLC | 3,788 | $217.6K | 0.07% | +10.0% | Added |
| Sheets Smith Wealth Management | 3,792 | $217.9K | 0.03% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,795 | $218.0K | 0.04% | +3,795 | New |
| Smithfield Trust Co | 3,809 | $218.0K | 0.01% | −95−2.4% | Reduced |
| Northeast Financial Consultants Inc | 3,801 | $218.4K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,803 | $218.5K | 0.01% | −85−2.2% | Reduced |
| Northstar Asset Management LLC | 3,807 | $218.7K | 0.06% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,817 | $219.3K | 0.02% | −325−7.8% | Reduced |
| Townsend & Associates, Inc | 4,004 | $220.1K | 0.03% | +4,004 | New |
| Breed's Hill Capital LLC | 3,834 | $220.3K | 0.21% | +3,834 | New |
| Keel Point, LLC | 3,848 | $221.1K | 0.03% | −48−1.2% | Reduced |
| InterOcean Capital Group, LLC | 3,865 | $222.0K | 0.01% | +3,865 | New |
| Mayflower Financial Advisors, LLC | 3,882 | $223.0K | 0.03% | −98−2.5% | Reduced |
| Broadwater Capital Management LLC | 3,894 | $223.7K | 0.18% | +3,894 | New |
| Two Sigma Securities, LLC | 3,898 | $223.9K | 0.01% | +3,898 | New |
| Independent Wealth Network Inc. | 3,908 | $224.5K | 0.12% | −170−4.2% | Reduced |
| Acropolis Investment Management, LLC | 3,918 | $225.1K | 0.02% | +42+1.1% | Added |
| Mairs & Power Inc | 3,960 | $227.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,097 | $228.8K | 0.01% | +909+28.5% | Added |
| Canton Hathaway, LLC | 4,000 | $230.0K | 0.07% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,013 | $230.5K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,020 | $232.0K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,032 | $232.4K | 0.01% | −20.0% | Reduced |
| PFG Investments, LLC | 4,052 | $232.8K | 0.04% | +417+11.5% | Added |
| Pure Financial Advisors, Inc. | 4,059 | $233.2K | 0.01% | −487−10.7% | Reduced |
| First Affirmative Financial Network | 4,060 | $233.3K | 0.19% | +352+9.5% | Added |
| D'Orazio & Associates, Inc. | 4,100 | $235.5K | 0.04% | +286+7.5% | Added |
| Formidable Asset Management, LLC | 4,116 | $236.5K | 0.05% | −104−2.5% | Reduced |
| Angeles Wealth Management, LLC | 4,153 | $238.6K | 0.03% | +338+8.9% | Added |
| Morningstar Investment Services LLC | 4,146 | $239.0K | 0.00% | +4,146 | New |
| Carmichael Hill & Associates, Inc. | 4,166 | $239.4K | 0.11% | 00.0% | Unchanged |
| Transform Wealth, LLC | 4,133 | $239.5K | 0.02% | −6,139−59.8% | Reduced |
| IHT Wealth Management, LLC | 4,171 | $239.6K | 0.01% | −1,084−20.6% | Reduced |
| Trust Point Inc. | 4,175 | $239.9K | 0.02% | +4,175 | New |
| Charter Oak Capital Management, LLC | 4,178 | $240.1K | 0.03% | −50−1.2% | Reduced |
| Jump Financial, LLC | 4,187 | $240.5K | 0.01% | +4,187 | New |
| Adviser Investments LLC | 4,197 | $241.1K | 0.00% | +4,197 | New |
| Strategic Advisors LLC | 4,199 | $241.2K | 0.05% | −137−3.2% | Reduced |
| Cullinan Associates Inc | 4,200 | $241.3K | 0.01% | −5,761−57.8% | Reduced |
| Hall Capital Management Co Inc | 4,200 | $241.3K | 0.14% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,205 | $241.6K | 0.03% | +58+1.4% | Added |
| Premier Path Wealth Partners, LLC | 4,222 | $242.6K | 0.05% | +4,222 | New |
| Sovereign Financial Group, Inc. | 4,224 | $242.7K | 0.07% | +188+4.7% | Added |
| US Financial Advisors, LLC | 4,228 | $242.9K | 0.09% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4,236 | $243.3K | 0.21% | +4,236 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,249 | $244.1K | 0.04% | +6+0.1% | Added |
| Kidder Stephen W | 4,250 | $244.2K | 0.08% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,316 | $248.0K | 0.14% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 4,326 | $248.5K | 0.08% | +3+0.1% | Added |
| Adirondack Trust Co | 4,478 | $248.9K | 0.11% | −310−6.5% | Reduced |
| Financial Perspectives, Inc | 4,335 | $249.0K | 0.10% | +66+1.5% | Added |
| MPS Loria Financial Planners, LLC | 4,344 | $249.5K | 0.09% | +18+0.4% | Added |
| KG&L Capital Management,LLC | 4,336 | $249.6K | 0.10% | −4,250−49.5% | Reduced |
| Jones Financial Companies LLLP | 4,345 | $249.6K | 0.00% | +353+8.8% | Added |
| Thoroughbred Financial Services, LLC | 4,366 | $250.0K | 0.02% | −21−0.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,387 | $252.0K | 0.01% | −195−4.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,389 | $252.1K | 0.03% | −10,789−71.1% | Reduced |
| Aberdeen Wealth Management LLC | 4,400 | $252.8K | 0.18% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,405 | $253.0K | 0.11% | −473−9.7% | Reduced |
| Equitable Holdings, Inc. | 4,414 | $253.6K | 0.00% | −373−7.8% | Reduced |
| Grandfield & Dodd, LLC | 4,416 | $253.7K | 0.02% | +60+1.4% | Added |