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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 13,808 | $793.3K | 0.02% | +4,792+53.1% | Added |
| Excalibur Management Corp | 13,886 | $797.8K | 0.37% | +1,058+8.2% | Added |
| Engineers Gate Manager LP | 13,964 | $802.2K | 0.02% | +9,125+188.6% | Added |
| Qtron Investments LLC | 13,965 | $802.3K | 0.13% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 14,078 | $809.0K | 0.53% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 14,113 | $810.8K | 0.01% | +8,603+156.1% | Added |
| Scotia Capital Inc. | 14,209 | $816.3K | 0.01% | −136−0.9% | Reduced |
| Wahed Invest LLC | 14,222 | $817.1K | 0.23% | +1,049+8.0% | Added |
| Ar Asset Management Inc | 14,400 | $827.0K | 0.22% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 14,551 | $836.0K | 0.55% | +23+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 14,562 | $836.6K | 0.10% | +50+0.3% | Added |
| TrinityPoint Wealth, LLC | 14,575 | $837.3K | 0.15% | −462−3.1% | Reduced |
| Horizon Investments, LLC | 14,605 | $839.1K | 0.02% | +1,683+13.0% | Added |
| Fractal Investments LLC | 14,614 | $839.6K | 0.17% | −1,887−11.4% | Reduced |
| Trust Co of Toledo NA | 14,677 | $843.2K | 0.15% | −141−1.0% | Reduced |
| ICW Investment Advisors LLC | 14,728 | $846.1K | 0.41% | +297+2.1% | Added |
| City Holding Co | 14,828 | $851.8K | 0.14% | −729−4.7% | Reduced |
| Estabrook Capital Management | 14,937 | $858.1K | 0.14% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 14,958 | $859.3K | 0.04% | +14,958 | New |
| Sawgrass Asset Management LLC | 14,987 | $861.0K | 0.10% | −6,951−31.7% | Reduced |
| Daymark Wealth Partners, LLC | 14,987 | $861.0K | 0.05% | +169+1.1% | Added |
| NorthRock Partners, LLC | 14,959 | $862.1K | 0.04% | +7,801+109.0% | Added |
| Montag A & Associates Inc | 15,095 | $870.1K | 0.05% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 15,150 | $870.4K | 0.67% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 15,322 | $880.3K | 0.10% | +740+5.1% | Added |
| Alberta Investment Management Corp | 15,400 | $884.7K | 0.01% | 00.0% | Unchanged |
| Trellis Wealth Advisors LLC | 15,576 | $894.9K | 0.49% | +43+0.3% | Added |
| Quotient Wealth Partners, LLC | 15,581 | $895.1K | 0.03% | +15,581 | New |
| Pitcairn Co | 15,627 | $897.8K | 0.07% | +36+0.2% | Added |
| Signaturefd, LLC | 15,656 | $899.4K | 0.02% | +1,003+6.8% | Added |
| Westhampton Capital, LLC | 15,707 | $902.4K | 0.54% | −750−4.6% | Reduced |
| Tower Bridge Advisors | 15,789 | $907.1K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 15,795 | $907.4K | 0.04% | +4,172+35.9% | Added |
| Flputnam Investment Management Co | 15,821 | $908.9K | 0.02% | +14+0.1% | Added |
| Caldwell Trust Co | 15,825 | $909.1K | 0.11% | −1,627−9.3% | Reduced |
| Baldwin Investment Management, LLC | 15,827 | $909.3K | 0.14% | −400−2.5% | Reduced |
| Wedbush Securities Inc | 16,173 | $929.0K | 0.04% | −447−2.7% | Reduced |
| Parallel Advisors, LLC | 16,243 | $933.2K | 0.03% | −380−2.3% | Reduced |
| Boston Private Wealth LLC | 16,516 | $948.8K | 0.02% | −859−4.9% | Reduced |
| Bokf, NA | 16,580 | $952.5K | 0.02% | −448−2.6% | Reduced |
| Wedmont Private Capital | 16,990 | $958.6K | 0.08% | +1,028+6.4% | Added |
| Campbell & CO Investment Adviser LLC | 16,696 | $959.2K | 0.09% | −1,747−9.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,706 | $959.8K | 0.01% | +454+2.8% | Added |
| Home Federal Bank of Tennessee | 16,807 | $965.6K | 0.32% | −100−0.6% | Reduced |
| Quantinno Capital Management LP | 16,890 | $970.0K | 0.03% | −18,315−52.0% | Reduced |
| Knowledge Leaders Capital, LLC | 16,905 | $971.2K | 1.53% | −646−3.7% | Reduced |
| Nomura Holdings Inc | 16,932 | $972.7K | 0.01% | +16,932 | New |
| Cascade Investment Advisors, Inc. | 16,943 | $973.4K | 0.69% | +550+3.4% | Added |
| Marble Harbor Investment Counsel, LLC | 17,130 | $984.1K | 0.12% | +200+1.2% | Added |
| Sequoia Financial Advisors, LLC | 17,249 | $991.0K | 0.01% | +7,889+84.3% | Added |
| Buffington Mohr McNeal | 17,383 | $998.7K | 0.20% | −2,207−11.3% | Reduced |
| BKD Wealth Advisors, LLC | 17,576 | $1.01M | 0.03% | −508−2.8% | Reduced |
| Vestcor Inc | 17,644 | $1.01M | 0.03% | −225−1.3% | Reduced |
| Lido Advisors, LLC | 17,698 | $1.02M | 0.01% | +3,139+21.6% | Added |
| Wendell David Associates Inc | 17,934 | $1.03M | 0.11% | +164+0.9% | Added |
| Clearstead Advisors, LLC | 18,193 | $1.05M | 0.06% | −1,122−5.8% | Reduced |
| Resources Investment Advisors, LLC. | 18,282 | $1.05M | 0.02% | −1,160−6.0% | Reduced |
| Veriti Management LLC | 18,335 | $1.05M | 0.09% | +3,275+21.7% | Added |
| Apollon Wealth Management, LLC | 18,450 | $1.06M | 0.04% | +7,333+66.0% | Added |
| First Hawaiian Bank | 18,662 | $1.07M | 0.03% | +24+0.1% | Added |
| Patten & Patten Inc | 18,724 | $1.08M | 0.09% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 18,736 | $1.08M | 0.39% | +18,736 | New |
| Roberts Glore & Co Inc | 18,886 | $1.09M | 0.34% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 18,895 | $1.09M | 0.04% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.09M | 0.26% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 19,062 | $1.10M | 0.24% | −2,850−13.0% | Reduced |
| Public Sector Pension Investment Board | 19,100 | $1.10M | 0.01% | −70,625−78.7% | Reduced |
| Ahl Investment Management, Inc. | 19,121 | $1.10M | 0.90% | −160−0.8% | Reduced |
| Lipe & Dalton | 19,178 | $1.10M | 0.60% | +10.0% | Added |
| GTS Securities LLC | 19,297 | $1.11M | 0.02% | +10,362+116.0% | Added |
| Bollard Group LLC | 19,310 | $1.11M | 0.04% | +33+0.2% | Added |
| Kestra Private Wealth Services, LLC | 19,391 | $1.11M | 0.03% | +1,469+8.2% | Added |
| Beese Fulmer Investment Management, Inc. | 19,474 | $1.12M | 0.12% | +181+0.9% | Added |
| Investment Management Corp of Ontario | 19,514 | $1.12M | 0.03% | +19,514 | New |
| Colony Group, LLC | 19,576 | $1.13M | 0.01% | +19,576 | New |
| AE Wealth Management LLC | 20,359 | $1.13M | 0.01% | −17,599−46.4% | Reduced |
| Versor Investments LP | 19,700 | $1.13M | 0.23% | +19,700 | New |
| Sabal Trust CO | 19,794 | $1.14M | 0.07% | −13,016−39.7% | Reduced |
| Kinneret Advisory, LLC | 19,751 | $1.14M | 0.13% | −126−0.6% | Reduced |
| Kraematon Investment Advisors, Inc | 19,902 | $1.14M | 1.26% | −76−0.4% | Reduced |
| Choate Investment Advisors | 20,047 | $1.15M | 0.04% | −266−1.3% | Reduced |
| Abbrea Capital, LLC | 20,006 | $1.15M | 0.17% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 20,436 | $1.17M | 0.31% | −516−2.5% | Reduced |
| Nwam LLC | 20,846 | $1.20M | 0.10% | −59,617−74.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,863 | $1.20M | 0.07% | +1,262+6.4% | Added |
| Modera Wealth Management, LLC | 20,879 | $1.20M | 0.02% | −220−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 20,971 | $1.20M | 0.02% | −1,803−7.9% | Reduced |
| CAPROCK Group, Inc. | 21,047 | $1.21M | 0.08% | −1,357−6.1% | Reduced |
| RSM US Wealth Management LLC | 21,314 | $1.22M | 0.03% | +3,758+21.4% | Added |
| TownSquare Capital, LLC | 21,356 | $1.23M | 0.02% | −379−1.7% | Reduced |
| ISAM Funds (UK) Ltd | 21,417 | $1.23M | 0.88% | +21,417 | New |
| Hunter Associates Investment Management LLC | 21,458 | $1.23M | 0.23% | −1,000−4.5% | Reduced |
| Lakewood Asset Management LLC | 21,504 | $1.24M | 0.96% | −100.0% | Reduced |
| Quantum Private Wealth, LLC | 21,571 | $1.24M | 0.52% | 00.0% | Unchanged |
| FJ Investments, LLC | 21,573 | $1.24M | 0.06% | +21,573 | New |
| Garrison Point Advisors, LLC | 21,575 | $1.24M | 0.87% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 21,602 | $1.25M | 0.04% | −658−3.0% | Reduced |
| Greenleaf Trust | 21,885 | $1.26M | 0.01% | −1,521−6.5% | Reduced |
| Hohimer Wealth Management, LLC | 21,896 | $1.26M | 0.32% | −1,060−4.6% | Reduced |
| Lake Street Advisors Group, LLC | 22,072 | $1.27M | 0.06% | −1,565−6.6% | Reduced |