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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 5,948 | $327.0K | 0.02% | −33−0.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,681 | $326.4K | 0.03% | −745−11.6% | Reduced |
| Sapient Capital LLC | 5,658 | $326.1K | 0.01% | +5,658 | New |
| 9258 Wealth Management, LLC | 5,672 | $325.8K | 0.06% | −452−7.4% | Reduced |
| La Banque Postale Asset Management SA | 5,643 | $324.2K | 0.01% | −15,587−73.4% | Reduced |
| Congress Wealth Management LLC | 5,637 | $323.9K | 0.01% | +60+1.1% | Added |
| Essex Savings Bank | 5,593 | $321.3K | 0.09% | 00.0% | Unchanged |
| Heritage Trust Co | 5,572 | $320.1K | 0.05% | +285+5.4% | Added |
| Ancora Advisors, LLC | 5,570 | $320.0K | 0.01% | −1,110−16.6% | Reduced |
| Stevens Capital Management LP | 5,521 | $317.0K | 0.08% | −2,420−30.5% | Reduced |
| Peddock Capital Advisors, LLC | 5,506 | $316.3K | 0.10% | +376+7.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,778 | $316.1K | 0.00% | −379−6.2% | Reduced |
| Cobblestone Capital Advisors LLC | 5,502 | $316.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 5,498 | $315.9K | 0.07% | +1,250+29.4% | Added |
| Dumont & Blake Investment Advisors LLC | 5,471 | $314.0K | 0.10% | −375−6.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,456 | $313.4K | 0.00% | −949−14.8% | Reduced |
| Anchor Investment Management, LLC | 5,455 | $313.4K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,445 | $312.8K | 0.03% | −125−2.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,443 | $312.8K | 0.03% | +36+0.7% | Added |
| Malaga Cove Capital, LLC | 5,406 | $310.6K | 0.13% | +5,406 | New |
| Riggs Asset Managment Co. Inc. | 5,399 | $310.2K | 0.10% | −719−11.8% | Reduced |
| Aveo Capital Partners, LLC | 5,395 | $310.0K | 0.04% | +205+3.9% | Added |
| Quest Partners LLC | 5,392 | $309.8K | 0.07% | +5,392 | New |
| Founders Financial Securities LLC | 5,392 | $309.8K | 0.03% | −16−0.3% | Reduced |
| Twelve Points Wealth Management LLC | 5,380 | $309.1K | 0.15% | −10.0% | Reduced |
| Franklin Street Advisors Inc | 5,371 | $309.0K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,376 | $308.9K | 0.03% | −17,642−76.6% | Reduced |
| Evergreen Capital Management LLC | 5,340 | $307.9K | 0.01% | −1,605−23.1% | Reduced |
| Northwest Bancshares, Inc. | 5,349 | $307.3K | 0.06% | −265−4.7% | Reduced |
| Alps Advisors Inc | 5,342 | $306.9K | 0.00% | −378−6.6% | Reduced |
| Leavell Investment Management, Inc. | 5,307 | $306.0K | 0.02% | −50−0.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,323 | $305.8K | 0.17% | −104−1.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,321 | $305.7K | 0.31% | −210−3.8% | Reduced |
| Cambridge Advisors Inc. | 5,301 | $304.5K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,298 | $304.3K | 0.01% | −86−1.6% | Reduced |
| Founders Financial Alliance, LLC | 5,259 | $302.1K | 0.12% | +20.0% | Added |
| Pine Valley Investments Ltd Liability Co | 5,237 | $300.9K | 0.03% | +114+2.2% | Added |
| MSH Capital Advisors LLC | 5,230 | $300.5K | 0.11% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,208 | $299.2K | 0.18% | +12+0.2% | Added |
| Hilltop Holdings Inc. | 5,191 | $298.2K | 0.03% | +500+10.7% | Added |
| Capital City Trust Co | 5,170 | $297.0K | 0.09% | −5,540−51.7% | Reduced |
| Integrated Advisors Network LLC | 5,166 | $296.8K | 0.02% | −168−3.1% | Reduced |
| Shelton Capital Management | 5,165 | $296.7K | 0.01% | −356−6.4% | Reduced |
| Endowment Wealth Management, Inc. | 5,156 | $296.2K | 0.25% | −90−1.7% | Reduced |
| West Oak Capital, LLC | 5,275 | $296.0K | 0.14% | +40+0.8% | Added |
| Brighton Jones LLC | 5,135 | $295.0K | 0.01% | +305+6.3% | Added |
| Lowe Brockenbrough & Co Inc | 5,098 | $293.8K | 0.02% | −2,000−28.2% | Reduced |
| Farther Finance Advisors, LLC | 5,109 | $293.5K | 0.02% | +1,643+47.4% | Added |
| DF Dent & Co Inc | 5,078 | $291.7K | 0.00% | +5,078 | New |
| Ted Buchan & Co | 5,070 | $291.3K | 0.21% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,061 | $290.7K | 0.02% | +312+6.6% | Added |
| Conning Inc. | 5,054 | $290.4K | 0.01% | +45+0.9% | Added |
| RFG Advisory, LLC | 5,030 | $289.0K | 0.01% | −2,406−32.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,021 | $288.5K | 0.03% | −20−0.4% | Reduced |
| Advisory Alpha, LLC | 5,017 | $288.3K | 0.01% | +145+3.0% | Added |
| LGT Group Foundation | 5,000 | $288.2K | 0.01% | 00.0% | Unchanged |
| Thomasville National Bank | 5,013 | $288.0K | 0.03% | +18+0.4% | Added |
| Sterling Financial Planning, Inc. | 5,000 | $287.3K | 0.12% | +5,000 | New |
| Northeast Investment Management | 4,990 | $286.7K | 0.02% | −2,173−30.3% | Reduced |
| Holistic Financial Partners | 4,984 | $286.3K | 0.17% | +32+0.6% | Added |
| Brookstone Capital Management | 4,968 | $285.4K | 0.01% | +269+5.7% | Added |
| Fulton Bank, N.A. | 4,920 | $282.7K | 0.01% | +826+20.2% | Added |
| Kingfisher Capital LLC | 4,914 | $282.0K | 0.07% | +8+0.2% | Added |
| Osborne Partners Capital Management, LLC | 4,904 | $281.7K | 0.02% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 4,903 | $281.7K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 4,875 | $280.1K | 0.06% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 5,047 | $280.0K | 0.17% | +5+0.1% | Added |
| LM Advisors LLC | 4,859 | $279.1K | 0.06% | +4,859 | New |
| Atlas Private Wealth Management | 4,832 | $277.6K | 0.13% | 00.0% | Unchanged |
| Legacy Trust | 4,826 | $277.3K | 0.07% | −296−5.8% | Reduced |
| Bath Savings Trust Co | 4,815 | $276.6K | 0.03% | −925−16.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,788 | $275.1K | 0.03% | +4,788 | New |
| Balentine LLC | 4,758 | $273.3K | 0.01% | −2,300−32.6% | Reduced |
| Desjardins Global Asset Management Inc. | 4,735 | $272.0K | 0.03% | +62+1.3% | Added |
| 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 |
| Childress Capital Advisors, LLC | 4,706 | $270.4K | 0.08% | −1,293−21.6% | Reduced |
| First Financial Corp | 4,698 | $269.9K | 0.14% | −100−2.1% | Reduced |
| Atlantic Trust, LLC | 4,696 | $269.8K | 0.07% | +4+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 4,694 | $269.7K | 0.08% | −20.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,683 | $269.0K | 0.05% | −268−5.4% | Reduced |
| Hancock Whitney Corp | 4,673 | $268.5K | 0.01% | −10.0% | Reduced |
| Sentry LLC | 4,660 | $267.7K | 0.06% | −110−2.3% | Reduced |
| Fiduciary Family Office, LLC | 4,650 | $267.1K | 0.12% | +4,650 | New |
| AlTi Global, Inc. | 4,627 | $266.6K | 0.01% | +4,627 | New |
| Radnor Capital Management, LLC | 4,622 | $266.0K | 0.05% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 4,605 | $264.6K | 0.07% | +13+0.3% | Added |
| Proequities, Inc. | 4,584 | $264.2K | 0.02% | −24,936−84.5% | Reduced |
| Waters Parkerson & Co., LLC | 4,567 | $262.0K | 0.01% | −1,100−19.4% | Reduced |
| Optimum Investment Advisors | 4,550 | $261.4K | 0.13% | −950−17.3% | Reduced |
| Federated Hermes, Inc. | 4,537 | $260.7K | 0.00% | +638+16.4% | Added |
| Montis Financial, LLC | 4,531 | $260.3K | 0.15% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,529 | $260.2K | 0.17% | −929−17.0% | Reduced |
| Davidson Trust Co | 4,514 | $259.3K | 0.17% | −270−5.6% | Reduced |
| Great Diamond Partners, LLC | 4,499 | $258.5K | 0.06% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 4,448 | $255.5K | 0.08% | +4,448 | New |
| Gratus Capital LLC | 4,424 | $254.2K | 0.01% | −140−3.1% | Reduced |
| Grandfield & Dodd, LLC | 4,416 | $253.7K | 0.02% | +60+1.4% | Added |
| Equitable Holdings, Inc. | 4,414 | $253.6K | 0.00% | −373−7.8% | Reduced |
| Sentry Investment Management LLC | 4,405 | $253.0K | 0.11% | −473−9.7% | Reduced |