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 |
|---|---|---|---|---|---|
| Gratus Capital LLC | 4,424 | $254.2K | 0.01% | −140−3.1% | Reduced |
| Nebula Research & Development LLC | 4,448 | $255.5K | 0.08% | +4,448 | New |
| Great Diamond Partners, LLC | 4,499 | $258.5K | 0.06% | 00.0% | Unchanged |
| Davidson Trust Co | 4,514 | $259.3K | 0.17% | −270−5.6% | Reduced |
| Legacy Bridge, LLC | 4,529 | $260.2K | 0.17% | −929−17.0% | Reduced |
| Montis Financial, LLC | 4,531 | $260.3K | 0.15% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,537 | $260.7K | 0.00% | +638+16.4% | Added |
| Optimum Investment Advisors | 4,550 | $261.4K | 0.13% | −950−17.3% | Reduced |
| Waters Parkerson & Co., LLC | 4,567 | $262.0K | 0.01% | −1,100−19.4% | Reduced |
| Proequities, Inc. | 4,584 | $264.2K | 0.02% | −24,936−84.5% | Reduced |
| Tennessee Valley Asset Management Partners | 4,605 | $264.6K | 0.07% | +13+0.3% | Added |
| Radnor Capital Management, LLC | 4,622 | $266.0K | 0.05% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,627 | $266.6K | 0.01% | +4,627 | New |
| Fiduciary Family Office, LLC | 4,650 | $267.1K | 0.12% | +4,650 | New |
| Sentry LLC | 4,660 | $267.7K | 0.06% | −110−2.3% | Reduced |
| Hancock Whitney Corp | 4,673 | $268.5K | 0.01% | −10.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,683 | $269.0K | 0.05% | −268−5.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,694 | $269.7K | 0.08% | −20.0% | Reduced |
| Atlantic Trust, LLC | 4,696 | $269.8K | 0.07% | +4+0.1% | Added |
| First Financial Corp | 4,698 | $269.9K | 0.14% | −100−2.1% | Reduced |
| Childress Capital Advisors, LLC | 4,706 | $270.4K | 0.08% | −1,293−21.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,720 | $271.2K | 0.00% | −1,304−21.6% | Reduced |
| Steinberg Asset Management LLC | 4,720 | $271.2K | 0.24% | −1,041−18.1% | Reduced |
| Desjardins Global Asset Management Inc. | 4,735 | $272.0K | 0.03% | +62+1.3% | Added |
| Balentine LLC | 4,758 | $273.3K | 0.01% | −2,300−32.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,788 | $275.1K | 0.03% | +4,788 | New |
| Bath Savings Trust Co | 4,815 | $276.6K | 0.03% | −925−16.1% | Reduced |
| Legacy Trust | 4,826 | $277.3K | 0.07% | −296−5.8% | Reduced |
| Atlas Private Wealth Management | 4,832 | $277.6K | 0.13% | 00.0% | Unchanged |
| LM Advisors LLC | 4,859 | $279.1K | 0.06% | +4,859 | New |
| Regal Wealth Group, Inc. | 5,047 | $280.0K | 0.17% | +5+0.1% | Added |
| Founders Capital Management, LLC | 4,875 | $280.1K | 0.06% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 4,903 | $281.7K | 0.04% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 4,904 | $281.7K | 0.02% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 4,914 | $282.0K | 0.07% | +8+0.2% | Added |
| Fulton Bank, N.A. | 4,920 | $282.7K | 0.01% | +826+20.2% | Added |
| Brookstone Capital Management | 4,968 | $285.4K | 0.01% | +269+5.7% | Added |
| Holistic Financial Partners | 4,984 | $286.3K | 0.17% | +32+0.6% | Added |
| Northeast Investment Management | 4,990 | $286.7K | 0.02% | −2,173−30.3% | Reduced |
| Sterling Financial Planning, Inc. | 5,000 | $287.3K | 0.12% | +5,000 | New |
| Thomasville National Bank | 5,013 | $288.0K | 0.03% | +18+0.4% | Added |
| LGT Group Foundation | 5,000 | $288.2K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,017 | $288.3K | 0.01% | +145+3.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,021 | $288.5K | 0.03% | −20−0.4% | Reduced |
| RFG Advisory, LLC | 5,030 | $289.0K | 0.01% | −2,406−32.4% | Reduced |
| Conning Inc. | 5,054 | $290.4K | 0.01% | +45+0.9% | Added |
| Level Four Advisory Services, LLC | 5,061 | $290.7K | 0.02% | +312+6.6% | Added |
| Ted Buchan & Co | 5,070 | $291.3K | 0.21% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,078 | $291.7K | 0.00% | +5,078 | New |
| Farther Finance Advisors, LLC | 5,109 | $293.5K | 0.02% | +1,643+47.4% | Added |
| Lowe Brockenbrough & Co Inc | 5,098 | $293.8K | 0.02% | −2,000−28.2% | Reduced |
| Brighton Jones LLC | 5,135 | $295.0K | 0.01% | +305+6.3% | Added |
| West Oak Capital, LLC | 5,275 | $296.0K | 0.14% | +40+0.8% | Added |
| Endowment Wealth Management, Inc. | 5,156 | $296.2K | 0.25% | −90−1.7% | Reduced |
| Shelton Capital Management | 5,165 | $296.7K | 0.01% | −356−6.4% | Reduced |
| Integrated Advisors Network LLC | 5,166 | $296.8K | 0.02% | −168−3.1% | Reduced |
| Capital City Trust Co | 5,170 | $297.0K | 0.09% | −5,540−51.7% | Reduced |
| Hilltop Holdings Inc. | 5,191 | $298.2K | 0.03% | +500+10.7% | Added |
| New England Capital Financial Advisors LLC | 5,208 | $299.2K | 0.18% | +12+0.2% | Added |
| MSH Capital Advisors LLC | 5,230 | $300.5K | 0.11% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,237 | $300.9K | 0.03% | +114+2.2% | Added |
| Founders Financial Alliance, LLC | 5,259 | $302.1K | 0.12% | +20.0% | Added |
| Mutual Advisors, LLC | 5,298 | $304.3K | 0.01% | −86−1.6% | Reduced |
| Cambridge Advisors Inc. | 5,301 | $304.5K | 0.08% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,321 | $305.7K | 0.31% | −210−3.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,323 | $305.8K | 0.17% | −104−1.9% | Reduced |
| Leavell Investment Management, Inc. | 5,307 | $306.0K | 0.02% | −50−0.9% | Reduced |
| Alps Advisors Inc | 5,342 | $306.9K | 0.00% | −378−6.6% | Reduced |
| Northwest Bancshares, Inc. | 5,349 | $307.3K | 0.06% | −265−4.7% | Reduced |
| Evergreen Capital Management LLC | 5,340 | $307.9K | 0.01% | −1,605−23.1% | Reduced |
| Ostrum Asset Management | 5,376 | $308.9K | 0.03% | −17,642−76.6% | Reduced |
| Franklin Street Advisors Inc | 5,371 | $309.0K | 0.03% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5,380 | $309.1K | 0.15% | −10.0% | Reduced |
| Founders Financial Securities LLC | 5,392 | $309.8K | 0.03% | −16−0.3% | Reduced |
| Quest Partners LLC | 5,392 | $309.8K | 0.07% | +5,392 | New |
| Aveo Capital Partners, LLC | 5,395 | $310.0K | 0.04% | +205+3.9% | Added |
| Riggs Asset Managment Co. Inc. | 5,399 | $310.2K | 0.10% | −719−11.8% | Reduced |
| Malaga Cove Capital, LLC | 5,406 | $310.6K | 0.13% | +5,406 | New |
| EverSource Wealth Advisors, LLC | 5,443 | $312.8K | 0.03% | +36+0.7% | Added |
| Arrow Financial Corp | 5,445 | $312.8K | 0.03% | −125−2.2% | Reduced |
| Anchor Investment Management, LLC | 5,455 | $313.4K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,456 | $313.4K | 0.00% | −949−14.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,471 | $314.0K | 0.10% | −375−6.4% | Reduced |
| Colonial Trust Co | 5,498 | $315.9K | 0.07% | +1,250+29.4% | Added |
| Cobblestone Capital Advisors LLC | 5,502 | $316.1K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,778 | $316.1K | 0.00% | −379−6.2% | Reduced |
| Peddock Capital Advisors, LLC | 5,506 | $316.3K | 0.10% | +376+7.3% | Added |
| Stevens Capital Management LP | 5,521 | $317.0K | 0.08% | −2,420−30.5% | Reduced |
| Ancora Advisors, LLC | 5,570 | $320.0K | 0.01% | −1,110−16.6% | Reduced |
| Heritage Trust Co | 5,572 | $320.1K | 0.05% | +285+5.4% | Added |
| Essex Savings Bank | 5,593 | $321.3K | 0.09% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,637 | $323.9K | 0.01% | +60+1.1% | Added |
| La Banque Postale Asset Management SA | 5,643 | $324.2K | 0.01% | −15,587−73.4% | Reduced |
| 9258 Wealth Management, LLC | 5,672 | $325.8K | 0.06% | −452−7.4% | Reduced |
| Sapient Capital LLC | 5,658 | $326.1K | 0.01% | +5,658 | New |
| Fukoku Mutual Life Insurance Co | 5,681 | $326.4K | 0.03% | −745−11.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,948 | $327.0K | 0.02% | −33−0.6% | Reduced |
| Investment House LLC | 5,725 | $328.9K | 0.02% | −1,904−25.0% | Reduced |
| State of Wyoming | 5,732 | $329.3K | 0.06% | +5,732 | New |
| Tyche Wealth Partners LLC | 5,732 | $329.3K | 0.08% | +5,732 | New |