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 |
|---|---|---|---|---|---|
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $409.7K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,162 | $411.4K | 0.05% | +1,629+29.4% | Added |
| UniSuper Management Pty Ltd | 7,202 | $413.8K | 0.00% | +1,202+20.0% | Added |
| Cedar Brook Financial Partners, LLC | 7,323 | $416.4K | 0.09% | +2,626+55.9% | Added |
| Forum Financial Management, LP | 7,294 | $419.0K | 0.01% | −1,235−14.5% | Reduced |
| Marco Investment Management LLC | 7,300 | $419.4K | 0.04% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,319 | $420.5K | 0.07% | −358−4.7% | Reduced |
| Dynamic Advisor Solutions LLC | 7,576 | $422.1K | 0.02% | +614+8.8% | Added |
| DFPG Investments, LLC | 7,695 | $422.5K | 0.03% | −1,038−11.9% | Reduced |
| Azimuth Capital Investment Management LLC | 7,380 | $424.0K | 0.02% | +85+1.2% | Added |
| Symmetry Partners, LLC | 7,362 | $424.0K | 0.02% | −767−9.4% | Reduced |
| Fruth Investment Management | 7,381 | $424.0K | 0.12% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,388 | $424.5K | 0.01% | +526+7.7% | Added |
| Berkshire Bank | 7,420 | $426.3K | 0.11% | +1,000+15.6% | Added |
| Eqis Capital Management, Inc. | 7,441 | $427.5K | 0.03% | −14,382−65.9% | Reduced |
| South State Corp. | 7,460 | $428.6K | 0.04% | −402−5.1% | Reduced |
| Proffitt & Goodson Inc | 7,460 | $428.6K | 0.08% | −177−2.3% | Reduced |
| Farmers Trust Co | 7,472 | $429.3K | 0.09% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,500 | $430.8K | 0.40% | −700−8.5% | Reduced |
| Financial Advisory Group | 7,562 | $434.4K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,600 | $436.6K | 0.19% | 00.0% | Unchanged |
| Mather Group, LLC. | 7,660 | $440.1K | 0.01% | +297+4.0% | Added |
| Donaldson Capital Management, LLC | 7,684 | $441.4K | 0.02% | −693−8.3% | Reduced |
| Chemung Canal Trust Co | 7,695 | $442.1K | 0.09% | 00.0% | Unchanged |
| First Western Trust Bank | 7,717 | $443.3K | 0.02% | −300−3.7% | Reduced |
| Contravisory Investment Management, Inc. | 7,737 | $444.5K | 0.11% | +7,737 | New |
| Atwood & Palmer Inc | 7,750 | $445.2K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,761 | $445.9K | 0.05% | +1,129+17.0% | Added |
| Financial Counselors Inc | 7,787 | $447.4K | 0.01% | −147−1.9% | Reduced |
| Westpac Banking Corp | 7,822 | $449.4K | 0.04% | +371+5.0% | Added |
| Exencial Wealth Advisors, LLC | 7,823 | $449.4K | 0.02% | −1,123−12.6% | Reduced |
| Triangle Securities Wealth Management | 7,840 | $450.4K | 0.14% | −30−0.4% | Reduced |
| Sunbelt Securities, Inc. | 7,851 | $451.0K | 0.06% | −123−1.5% | Reduced |
| Scissortail Wealth Management, LLC | 8,019 | $451.6K | 0.14% | +8,019 | New |
| Washington Trust Co | 7,905 | $454.1K | 0.02% | −100−1.2% | Reduced |
| Montecito Bank & Trust | 7,918 | $454.9K | 0.10% | −2,850−26.5% | Reduced |
| Waldron Private Wealth LLC | 7,924 | $455.3K | 0.02% | −188−2.3% | Reduced |
| Manning & Napier Group, LLC | 7,930 | $455.6K | 0.01% | +7,930 | New |
| Parallax Volatility Advisers, L.P. | 8,005 | $459.9K | 0.01% | +8,005 | New |
| SRS Capital Advisors, Inc. | 8,031 | $461.4K | 0.05% | −72−0.9% | Reduced |
| Fidelis Capital Partners, LLC | 8,035 | $461.6K | 0.10% | +841+11.7% | Added |
| Rockland Trust Co | 8,057 | $462.9K | 0.03% | +49+0.6% | Added |
| Moneta Group Investment Advisors LLC | 8,063 | $463.2K | 0.01% | +34+0.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,129 | $467.0K | 0.01% | −7,556−48.2% | Reduced |
| Invesco, LLC | 8,163 | $469.0K | 0.22% | −80−1.0% | Reduced |
| Coldstream Capital Management Inc | 8,212 | $471.8K | 0.01% | +264+3.3% | Added |
| Pointe Capital Management LLC | 8,223 | $472.4K | 0.33% | 00.0% | Unchanged |
| Resources Management Corp | 8,228 | $473.0K | 0.07% | −35−0.4% | Reduced |
| Angeles Investment Advisors, LLC | 8,231 | $474.3K | 0.03% | +106+1.3% | Added |
| Massachusetts Wealth Management | 8,275 | $475.4K | 0.38% | +3,950+91.3% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $476.0K | 0.15% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,316 | $477.9K | 0.02% | −733−8.1% | Reduced |
| CX Institutional | 8,361 | $480.3K | 0.03% | −165−1.9% | Reduced |
| Ossiam | 8,416 | $483.5K | 0.01% | +42+0.5% | Added |
| GAMMA Investing LLC | 8,839 | $483.6K | 0.13% | +8,839 | New |
| Qsemble Capital Management, LP | 8,493 | $487.9K | 0.12% | +8,493 | New |
| Twin Capital Management Inc | 8,523 | $489.6K | 0.06% | −258−2.9% | Reduced |
| Drexel Morgan & Co. | 8,578 | $492.8K | 0.11% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $494.1K | 0.17% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 8,628 | $495.7K | 0.00% | +8,628 | New |
| TD Private Client Wealth LLC | 8,641 | $496.4K | 0.02% | −135−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 8,703 | $500.0K | 0.04% | +53+0.6% | Added |
| 1st Source Bank | 8,758 | $503.1K | 0.03% | −153−1.7% | Reduced |
| Tucker Asset Management LLC | 8,779 | $504.4K | 0.13% | −440−4.8% | Reduced |
| Riverwater Partners LLC | 8,779 | $504.4K | 0.40% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 8,860 | $509.0K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,867 | $510.0K | 0.11% | +40.0% | Added |
| Country Club Bank | 8,869 | $511.2K | 0.04% | −42−0.5% | Reduced |
| Citizens Financial Group Inc | 8,931 | $513.1K | 0.02% | +3,126+53.9% | Added |
| CFO4Life Group, LLC | 9,002 | $517.2K | 0.10% | −164−1.8% | Reduced |
| David Loasby | 9,299 | $518.1K | 0.06% | +89+1.0% | Added |
| Beck Mack & Oliver LLC | 9,024 | $518.4K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 9,032 | $518.9K | 0.06% | −451−4.8% | Reduced |
| Oppenheimer Asset Management Inc. | 9,111 | $523.4K | 0.01% | +730+8.7% | Added |
| Wealthspire Advisors, LLC | 9,129 | $524.4K | 0.01% | +387+4.4% | Added |
| Cidel Asset Management Inc | 9,136 | $524.9K | 0.02% | +3,960+76.5% | Added |
| Monterey Private Wealth, Inc. | 9,150 | $525.6K | 0.24% | +20.0% | Added |
| River Wealth Advisors LLC | 9,250 | $531.4K | 0.08% | −107−1.1% | Reduced |
| Sky Investment Group LLC | 9,257 | $531.8K | 0.11% | −5−0.1% | Reduced |
| ING Groep NV | 9,268 | $532.4K | 0.00% | +9,268 | New |
| Fiduciary Group LLC | 9,313 | $535.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,324 | $535.7K | 0.02% | −578−5.8% | Reduced |
| Resonant Capital Advisors, LLC | 9,351 | $539.0K | 0.05% | −38−0.4% | Reduced |
| Sigma Planning Corp | 9,416 | $540.9K | 0.04% | −9,848−51.1% | Reduced |
| Moody National Bank Trust Division | 9,442 | $542.4K | 0.04% | −9,336−49.7% | Reduced |
| Clarus Wealth Advisors | 9,836 | $544.9K | 0.32% | +9,836 | New |
| Campbell Newman Asset Management Inc | 9,488 | $545.1K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 9,504 | $546.0K | 0.07% | +743+8.5% | Added |
| International Assets Investment Management, LLC | 9,650 | $554.4K | 0.07% | −22,497−70.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 9,655 | $554.7K | 0.12% | +1,425+17.3% | Added |
| Dorsey & Whitney Trust CO LLC | 9,676 | $555.9K | 0.04% | +371+4.0% | Added |
| Graypoint LLC | 9,752 | $560.2K | 0.05% | +184+1.9% | Added |
| Private Trust Co NA | 9,779 | $561.8K | 0.07% | +872+9.8% | Added |
| Boyd Watterson Asset Management LLC | 9,802 | $563.1K | 0.22% | −132−1.3% | Reduced |
| Charter Trust Co | 9,844 | $565.5K | 0.04% | +500+5.4% | Added |
| Beck Capital Management, LLC | 9,906 | $569.1K | 0.20% | +779+8.5% | Added |
| Stock Yards Bank & Trust Co | 9,942 | $571.2K | 0.02% | −1,366−12.1% | Reduced |
| Everett Harris & Co | 9,955 | $571.9K | 0.01% | +1,300+15.0% | Added |
| Alterity Financial Group, LLC | 9,957 | $572.0K | 0.82% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 9,968 | $572.7K | 0.01% | +2,650+36.2% | Added |