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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 9,987 | $573.8K | 0.08% | −286−2.8% | Reduced |
| Canal Insurance CO | 10,000 | $575.0K | 0.16% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $575.0K | 0.12% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10,013 | $575.2K | 0.08% | +89+0.9% | Added |
| Catalytic Wealth RIA, LLC | 10,050 | $577.4K | 0.26% | +10,050 | New |
| Symphony Financial, Ltd. Co. | 10,295 | $577.7K | 0.12% | +10,295 | New |
| Concurrent Investment Advisors, LLC | 10,086 | $579.4K | 0.03% | +10,086 | New |
| Carret Asset Management, LLC | 10,087 | $579.5K | 0.07% | +10.0% | Added |
| Boston Financial Mangement LLC | 10,121 | $581.5K | 0.02% | +722+7.7% | Added |
| Hillsdale Investment Management Inc. | 10,250 | $588.9K | 0.05% | +10,250 | New |
| Arkadios Wealth Advisors | 10,288 | $591.1K | 0.05% | +661+6.9% | Added |
| Prospera Financial Services Inc | 10,294 | $591.4K | 0.02% | −5,597−35.2% | Reduced |
| Bull Street Advisors, LLC | 10,347 | $594.0K | 0.30% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 10,388 | $596.8K | 0.00% | −1,938−15.7% | Reduced |
| EP Wealth Advisors, LLC | 10,422 | $598.7K | 0.01% | +407+4.1% | Added |
| Aull & Monroe Investment Management Corp | 10,434 | $599.4K | 0.30% | −250−2.3% | Reduced |
| Trust Co of Virginia | 10,459 | $600.9K | 0.06% | −145−1.4% | Reduced |
| Boston Trust Walden Corp | 10,487 | $602.5K | 0.00% | +50+0.5% | Added |
| Verdence Capital Advisors LLC | 10,517 | $604.2K | 0.06% | +116+1.1% | Added |
| Grimes & Company, Inc. | 10,625 | $610.4K | 0.02% | −51−0.5% | Reduced |
| Diversified Trust Co | 10,671 | $613.0K | 0.02% | +97+0.9% | Added |
| Jacobi Capital Management LLC | 10,694 | $614.4K | 0.06% | −27−0.3% | Reduced |
| Compass Wealth Management LLC | 10,701 | $614.8K | 0.17% | −3,475−24.5% | Reduced |
| Community Bank, N.A. | 10,715 | $615.6K | 0.08% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 10,730 | $616.4K | 0.04% | +1,645+18.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,733 | $617.0K | 0.07% | +89+0.8% | Added |
| Shayne & Co., LLC | 10,779 | $619.3K | 0.19% | −531−4.7% | Reduced |
| Artemis Investment Management LLP | 10,794 | $620.1K | 0.01% | −5,711−34.6% | Reduced |
| Laurel Wealth Advisors LLC | 10,807 | $620.9K | 0.12% | −40−0.4% | Reduced |
| Groupama Asset Managment | 21,660 | $623.8K | 0.02% | +21,660 | New |
| Ci Investments Inc. | 10,894 | $626.0K | 0.00% | +1,298+13.5% | Added |
| Fishman Jay A Ltd | 10,900 | $626.2K | 0.07% | 00.0% | Unchanged |
| Busey Wealth Management | 10,909 | $626.7K | 0.02% | −570−5.0% | Reduced |
| Verition Fund Management LLC | 10,948 | $629.0K | 0.01% | +3,797+53.1% | Added |
| Dover Advisors, LLC | 10,912 | $629.0K | 0.83% | 00.0% | Unchanged |
| Simmons Bank | 10,985 | $631.1K | 0.05% | −277−2.5% | Reduced |
| Courier Capital LLC | 11,021 | $633.1K | 0.05% | −484−4.2% | Reduced |
| Great Valley Advisor Group, Inc. | 11,027 | $633.2K | 0.02% | +298+2.8% | Added |
| Investment Advisory Services Inc | 11,059 | $635.3K | 0.25% | −99−0.9% | Reduced |
| Barnett & Company, Inc. | 11,071 | $636.0K | 0.48% | 00.0% | Unchanged |
| Little House Capital LLC | 11,101 | $637.8K | 0.23% | −537−4.6% | Reduced |
| Ledyard National Bank | 11,121 | $638.9K | 0.07% | −542−4.6% | Reduced |
| Profund Advisors LLC | 11,173 | $641.9K | 0.03% | +1,595+16.7% | Added |
| Avestar Capital, LLC | 11,228 | $645.0K | 0.08% | +761+7.3% | Added |
| Agf Management Ltd | 11,249 | $646.3K | 0.00% | +11,249 | New |
| Groesbeck Investment Management Corp | 11,299 | $649.0K | 0.90% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11,303 | $649.4K | 0.06% | −255−2.2% | Reduced |
| Personal Cfo Solutions, LLC | 11,354 | $652.3K | 0.11% | −411−3.5% | Reduced |
| Burns J W & Co Inc | 11,407 | $655.3K | 0.10% | −100−0.9% | Reduced |
| Vise Technologies, Inc. | 11,464 | $658.6K | 0.14% | +11,464 | New |
| Bank of Hawaii | 11,532 | $662.5K | 0.04% | −4,099−26.2% | Reduced |
| Freestone Capital Holdings, LLC | 11,548 | $663.4K | 0.03% | −11−0.1% | Reduced |
| Allred Capital Management, LLC | 11,641 | $668.7K | 0.29% | −20.0% | Reduced |
| Venture Visionary Partners LLC | 11,715 | $673.0K | 0.04% | +30.0% | Added |
| Forte Capital LLC | 11,801 | $678.0K | 0.09% | −66−0.6% | Reduced |
| Soltis Investment Advisors LLC | 11,856 | $681.1K | 0.08% | +143+1.2% | Added |
| J.W. Cole Advisors, Inc. | 11,862 | $681.5K | 0.04% | +1,897+19.0% | Added |
| NEOS Investment Management LLC | 11,869 | $681.9K | 0.06% | +2,934+32.8% | Added |
| Meridian Management Co | 12,278 | $687.7K | 0.20% | +119+1.0% | Added |
| Geller Advisors LLC | 11,932 | $687.8K | 0.07% | −197−1.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,982 | $688.4K | 0.09% | −54,230−81.9% | Reduced |
| Columbia Asset Management | 12,003 | $690.0K | 0.14% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 12,113 | $695.9K | 0.02% | +227+1.9% | Added |
| GeoWealth Management, LLC | 12,148 | $698.0K | 0.06% | +12,148 | New |
| Quadrant Capital Group LLC | 12,384 | $711.5K | 0.06% | +1,472+13.5% | Added |
| Webster Bank, N. A. | 12,414 | $713.2K | 0.09% | +100+0.8% | Added |
| Core Wealth Partners LLC | 12,464 | $716.1K | 0.59% | −295−2.3% | Reduced |
| V-Square Quantitative Management LLC | 12,511 | $718.8K | 0.17% | +3,670+41.5% | Added |
| Sherbrooke Park Advisers LLC | 12,540 | $720.4K | 0.34% | +12,540 | New |
| Bragg Financial Advisors, Inc | 12,577 | $722.5K | 0.03% | +223+1.8% | Added |
| Penserra Capital Management LLC | 12,699 | $727.0K | 0.01% | −2,275−15.2% | Reduced |
| Werlinich Asset Management, LLC | 12,598 | $727.9K | 0.55% | −506−3.9% | Reduced |
| Vident Advisory, LLC | 12,707 | $730.0K | 0.02% | +1,894+17.5% | Added |
| Auto-Owners Insurance Co | 12,787 | $734.6K | 0.02% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 12,800 | $735.4K | 0.12% | −1,224−8.7% | Reduced |
| Means Investment Co., Inc. | 12,806 | $735.7K | 0.11% | +20.0% | Added |
| Kingsview Wealth Management, LLC | 12,843 | $737.8K | 0.02% | −509−3.8% | Reduced |
| Valeo Financial Advisors, LLC | 12,847 | $738.1K | 0.03% | +2,261+21.4% | Added |
| Compagnie Lombard Odier SCmA | 12,901 | $741.2K | 0.01% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 12,961 | $744.6K | 0.20% | +20+0.2% | Added |
| Cambridge Trust Co | 12,989 | $746.2K | 0.03% | −90−0.7% | Reduced |
| Harbor Advisors LLC | 13,000 | $746.9K | 0.14% | +5,589+75.4% | Added |
| Chicago Capital, LLC | 13,074 | $751.1K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 13,075 | $751.2K | 0.03% | +13,075 | New |
| InTrack Investment Management Inc | 13,205 | $758.6K | 0.57% | −906−6.4% | Reduced |
| GYL Financial Synergies, LLC | 13,250 | $761.2K | 0.06% | −277−2.0% | Reduced |
| First City Capital Management, Inc. | 13,287 | $763.3K | 0.44% | −114−0.9% | Reduced |
| Umb Bank N A | 13,324 | $765.5K | 0.01% | −534−3.9% | Reduced |
| National Asset Management, Inc. | 13,329 | $768.3K | 0.02% | −27,100−67.0% | Reduced |
| Waterford Advisors, LLC | 13,381 | $768.7K | 0.36% | 00.0% | Unchanged |
| TCW Group Inc | 13,445 | $774.9K | 0.01% | +13,445 | New |
| N.E.W. Advisory Services LLC | 13,506 | $775.9K | 0.09% | +20.0% | Added |
| Valley Brook Capital Group | 13,518 | $776.6K | 0.68% | −275−2.0% | Reduced |
| Advisory Services Network, LLC | 13,601 | $781.4K | 0.02% | −3,081−18.5% | Reduced |
| Amussen Hunsaker Associates LLC | 13,710 | $787.6K | 0.16% | −22−0.2% | Reduced |
| Lincoln National Corp | 13,741 | $789.4K | 0.01% | +280+2.1% | Added |
| 1858 Wealth Management, LLC | 13,756 | $790.3K | 0.75% | +13,756 | New |
| Crestwood Advisors Group LLC | 13,773 | $791.3K | 0.02% | +3,238+30.7% | Added |
| Rossmore Private Capital | 13,776 | $791.4K | 0.11% | 00.0% | Unchanged |
| Foster & Motley Inc | 13,788 | $792.0K | 0.06% | −735−5.1% | Reduced |