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 |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 5,745 | $330.1K | 0.01% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 5,750 | $330.3K | 0.11% | −1,450−20.1% | Reduced |
| Wealthcare Advisory Partners LLC | 5,759 | $330.9K | 0.01% | +307+5.6% | Added |
| LMCG Investments, LLC | 5,773 | $331.7K | 0.02% | −4−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 5,781 | $332.1K | 0.01% | +476+9.0% | Added |
| Naples Global Advisors, LLC | 5,785 | $333.1K | 0.04% | +174+3.1% | Added |
| Cedar Wealth Management, LLC | 5,800 | $333.2K | 0.12% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,830 | $335.0K | 0.31% | +558+10.6% | Added |
| Freedom Day Solutions, LLC | 5,835 | $335.2K | 0.13% | −125−2.1% | Reduced |
| First Citizens Bank & Trust Co | 5,840 | $335.5K | 0.01% | +50+0.9% | Added |
| Journey Advisory Group, LLC | 5,840 | $335.5K | 0.05% | −275−4.5% | Reduced |
| Miller Investment Management, LP | 5,840 | $335.5K | 0.05% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,846 | $335.7K | 0.14% | −359−5.8% | Reduced |
| Cullen Capital Management LLC | 5,845 | $335.8K | 0.00% | +257+4.6% | Added |
| Stratos Wealth Advisors, LLC | 5,876 | $337.6K | 0.02% | +3+0.1% | Added |
| General Partner, Inc. | 6,000 | $338.7K | 0.28% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,900 | $339.0K | 0.09% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,909 | $339.5K | 0.07% | −200−3.3% | Reduced |
| Flagship Harbor Advisors, LLC | 5,917 | $340.0K | 0.02% | −146−2.4% | Reduced |
| Philadelphia Trust Co | 5,918 | $340.0K | 0.03% | −20.0% | Reduced |
| Mission Wealth Management, LP | 5,937 | $341.1K | 0.01% | +35+0.6% | Added |
| Independent Advisor Alliance | 5,939 | $341.2K | 0.01% | −10.0% | Reduced |
| Woodmont Investment Counsel LLC | 5,940 | $341.3K | 0.03% | −470−7.3% | Reduced |
| CWA Asset Management Group, LLC | 5,941 | $341.3K | 0.02% | +5,941 | New |
| New Hampshire Trust | 5,966 | $342.7K | 0.08% | −50−0.8% | Reduced |
| Systematic Financial Management LP | 6,000 | $344.7K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $344.7K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $344.7K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 6,189 | $345.9K | 0.01% | −128−2.0% | Reduced |
| S.A. Mason LLC | 6,029 | $346.3K | 0.23% | +20.0% | Added |
| Sandy Spring Bank | 6,125 | $351.9K | 0.02% | −100−1.6% | Reduced |
| Clarius Group, LLC | 6,127 | $352.0K | 0.03% | −434−6.6% | Reduced |
| Center For Asset Management LLC | 6,145 | $353.0K | 0.32% | 00.0% | Unchanged |
| True North Advisors, LLC | 6,159 | $353.8K | 0.09% | −987−13.8% | Reduced |
| Basepoint Wealth LLC | 6,160 | $353.9K | 0.28% | −38−0.6% | Reduced |
| FSM Wealth Advisors, LLC | 6,168 | $354.4K | 0.15% | +2,519+69.0% | Added |
| Rothschild Investment LLC | 6,192 | $355.7K | 0.03% | +6,192 | New |
| Morningstar Investment Management LLC | 6,195 | $356.0K | 0.04% | +6,195 | New |
| Clear Harbor Asset Management, LLC | 6,199 | $356.1K | 0.03% | −50−0.8% | Reduced |
| LCM Capital Management Inc | 6,216 | $357.1K | 0.26% | −29−0.5% | Reduced |
| Meridian Wealth Management, LLC | 6,220 | $357.3K | 0.02% | +100+1.6% | Added |
| New England Research & Management, Inc. | 6,225 | $358.0K | 0.19% | −13,403−68.3% | Reduced |
| Prelude Capital Management, LLC | 6,234 | $358.1K | 0.03% | +2,365+61.1% | Added |
| Precision Wealth Strategies, LLC | 6,241 | $358.5K | 0.35% | −78−1.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,269 | $360.2K | 0.03% | +600+10.6% | Added |
| Tiemann Investment Advisors, LLC | 6,296 | $361.7K | 0.18% | −37−0.6% | Reduced |
| WSFS Capital Management, LLC | 6,297 | $361.8K | 0.02% | +6,297 | New |
| Procyon Private Wealth Partners, LLC | 6,300 | $362.0K | 0.03% | +492+8.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,313 | $362.7K | 0.01% | −30.0% | Reduced |
| MEMBERS Trust Co | 6,332 | $365.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6,359 | $365.3K | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 6,367 | $365.8K | 0.01% | −700−9.9% | Reduced |
| Forbes J M & Co LLP | 6,380 | $366.5K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6,390 | $367.1K | 0.02% | +1,042+19.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $367.6K | 0.10% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,405 | $368.0K | 0.03% | +73+1.2% | Added |
| FDx Advisors, Inc. | 6,399 | $368.0K | 0.03% | +267+4.4% | Added |
| Allworth Financial LP | 6,416 | $368.6K | 0.00% | −131−2.0% | Reduced |
| Aptus Capital Advisors, LLC | 6,416 | $368.6K | 0.01% | −2,058−24.3% | Reduced |
| SeaCrest Wealth Management, LLC | 6,616 | $368.6K | 0.05% | −129−1.9% | Reduced |
| Colonial Trust Advisors | 6,437 | $369.8K | 0.04% | −1,925−23.0% | Reduced |
| Rodgers Brothers Inc. | 6,453 | $370.7K | 0.06% | −113−1.7% | Reduced |
| First National Trust Co | 6,454 | $370.8K | 0.02% | −415−6.0% | Reduced |
| Security National Bank | 6,454 | $370.8K | 0.08% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,454 | $370.8K | 0.02% | −7−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 6,479 | $372.2K | 0.04% | −1,152−15.1% | Reduced |
| Wade G W & Inc | 6,529 | $375.0K | 0.01% | −1,165−15.1% | Reduced |
| Avantax Planning Partners, Inc. | 6,595 | $378.9K | 0.01% | +614+10.3% | Added |
| Robinson Smith Wealth Advisors LLC | 6,613 | $379.9K | 0.37% | +6,613 | New |
| Institute for Wealth Management, LLC. | 6,616 | $380.1K | 0.06% | −361−5.2% | Reduced |
| Proficio Capital Partners LLC | 6,619 | $380.3K | 0.05% | +116+1.8% | Added |
| Paloma Partners Management Co | 6,626 | $380.7K | 0.06% | +6,626 | New |
| Syon Capital LLC | 6,628 | $380.8K | 0.04% | +1,290+24.2% | Added |
| Harbour Investments, Inc. | 6,639 | $381.4K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,876 | $382.2K | 0.01% | +118+1.7% | Added |
| Argent Capital Management LLC | 6,660 | $382.6K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,668 | $383.1K | 0.07% | +954+16.7% | Added |
| Fortune Financial Advisors, LLC | 6,694 | $384.6K | 0.27% | −64−0.9% | Reduced |
| St Germain D J Co Inc | 6,695 | $384.6K | 0.02% | +340+5.4% | Added |
| Court Place Advisors, LLC | 6,707 | $385.3K | 0.13% | −100−1.5% | Reduced |
| Principal Securities, Inc. | 6,712 | $385.6K | 0.01% | +6,712 | New |
| Athena Investment Management | 6,718 | $385.9K | 0.25% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,730 | $386.6K | 0.06% | 00.0% | Unchanged |
| MJP Associates Inc | 6,759 | $388.3K | 0.10% | +6,759 | New |
| Mitchell Sinkler & Starr | 6,789 | $390.0K | 0.07% | +2,656+64.3% | Added |
| Bell Investment Advisors, Inc | 6,831 | $392.4K | 0.08% | −33−0.5% | Reduced |
| Farmers National Bank | 6,842 | $393.1K | 0.13% | −12−0.2% | Reduced |
| McDonald Partners LLC | 6,874 | $394.9K | 0.12% | −150−2.1% | Reduced |
| Cornerstone Wealth Management, LLC | 6,875 | $395.0K | 0.03% | −558−7.5% | Reduced |
| Wellington Shields Capital Management, LLC | 6,925 | $397.8K | 0.05% | 00.0% | Unchanged |
| Papp L Roy & Associates | 6,940 | $398.7K | 0.05% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,979 | $401.0K | 0.17% | +95+1.4% | Added |
| Hartline Investment Corp | 6,983 | $401.2K | 0.06% | +2,577+58.5% | Added |
| TCTC Holdings, LLC | 7,000 | $402.1K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 7,017 | $403.1K | 0.25% | −228−3.1% | Reduced |
| Old National Bancorp | 7,021 | $403.4K | 0.01% | −705−9.1% | Reduced |
| Rathbone Brothers plc | 7,060 | $405.6K | 0.00% | −90−1.3% | Reduced |
| Americana Partners, LLC | 7,061 | $405.7K | 0.04% | +360+5.4% | Added |
| Asset Dedication, LLC | 7,048 | $406.0K | 0.03% | −312−4.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,130 | $409.6K | 0.08% | −47−0.7% | Reduced |