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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 21,602 | $1.25M | 0.04% | −658−3.0% | Reduced |
| Garrison Point Advisors, LLC | 21,575 | $1.24M | 0.87% | 00.0% | Unchanged |
| FJ Investments, LLC | 21,573 | $1.24M | 0.06% | +21,573 | New |
| Quantum Private Wealth, LLC | 21,571 | $1.24M | 0.52% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 21,504 | $1.24M | 0.96% | −100.0% | Reduced |
| Hunter Associates Investment Management LLC | 21,458 | $1.23M | 0.23% | −1,000−4.5% | Reduced |
| ISAM Funds (UK) Ltd | 21,417 | $1.23M | 0.88% | +21,417 | New |
| TownSquare Capital, LLC | 21,356 | $1.23M | 0.02% | −379−1.7% | Reduced |
| RSM US Wealth Management LLC | 21,314 | $1.22M | 0.03% | +3,758+21.4% | Added |
| CAPROCK Group, Inc. | 21,047 | $1.21M | 0.08% | −1,357−6.1% | Reduced |
| Integrated Wealth Concepts LLC | 20,971 | $1.20M | 0.02% | −1,803−7.9% | Reduced |
| Modera Wealth Management, LLC | 20,879 | $1.20M | 0.02% | −220−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,863 | $1.20M | 0.07% | +1,262+6.4% | Added |
| Nwam LLC | 20,846 | $1.20M | 0.10% | −59,617−74.1% | Reduced |
| Liberty Capital Management, Inc. | 20,436 | $1.17M | 0.31% | −516−2.5% | Reduced |
| Abbrea Capital, LLC | 20,006 | $1.15M | 0.17% | 00.0% | Unchanged |
| Choate Investment Advisors | 20,047 | $1.15M | 0.04% | −266−1.3% | Reduced |
| Kraematon Investment Advisors, Inc | 19,902 | $1.14M | 1.26% | −76−0.4% | Reduced |
| Kinneret Advisory, LLC | 19,751 | $1.14M | 0.13% | −126−0.6% | Reduced |
| Sabal Trust CO | 19,794 | $1.14M | 0.07% | −13,016−39.7% | Reduced |
| Versor Investments LP | 19,700 | $1.13M | 0.23% | +19,700 | New |
| AE Wealth Management LLC | 20,359 | $1.13M | 0.01% | −17,599−46.4% | Reduced |
| Colony Group, LLC | 19,576 | $1.13M | 0.01% | +19,576 | New |
| Investment Management Corp of Ontario | 19,514 | $1.12M | 0.03% | +19,514 | New |
| Beese Fulmer Investment Management, Inc. | 19,474 | $1.12M | 0.12% | +181+0.9% | Added |
| Kestra Private Wealth Services, LLC | 19,391 | $1.11M | 0.03% | +1,469+8.2% | Added |
| Bollard Group LLC | 19,310 | $1.11M | 0.04% | +33+0.2% | Added |
| GTS Securities LLC | 19,297 | $1.11M | 0.02% | +10,362+116.0% | Added |
| Lipe & Dalton | 19,178 | $1.10M | 0.60% | +10.0% | Added |
| Ahl Investment Management, Inc. | 19,121 | $1.10M | 0.90% | −160−0.8% | Reduced |
| Public Sector Pension Investment Board | 19,100 | $1.10M | 0.01% | −70,625−78.7% | Reduced |
| Schnieders Capital Management LLC | 19,062 | $1.10M | 0.24% | −2,850−13.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.09M | 0.26% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 18,895 | $1.09M | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 18,886 | $1.09M | 0.34% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 18,736 | $1.08M | 0.39% | +18,736 | New |
| Patten & Patten Inc | 18,724 | $1.08M | 0.09% | 00.0% | Unchanged |
| First Hawaiian Bank | 18,662 | $1.07M | 0.03% | +24+0.1% | Added |
| Apollon Wealth Management, LLC | 18,450 | $1.06M | 0.04% | +7,333+66.0% | Added |
| Veriti Management LLC | 18,335 | $1.05M | 0.09% | +3,275+21.7% | Added |
| Resources Investment Advisors, LLC. | 18,282 | $1.05M | 0.02% | −1,160−6.0% | Reduced |
| Clearstead Advisors, LLC | 18,193 | $1.05M | 0.06% | −1,122−5.8% | Reduced |
| Wendell David Associates Inc | 17,934 | $1.03M | 0.11% | +164+0.9% | Added |
| Lido Advisors, LLC | 17,698 | $1.02M | 0.01% | +3,139+21.6% | Added |
| Vestcor Inc | 17,644 | $1.01M | 0.03% | −225−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 17,576 | $1.01M | 0.03% | −508−2.8% | Reduced |
| Buffington Mohr McNeal | 17,383 | $998.7K | 0.20% | −2,207−11.3% | Reduced |
| Sequoia Financial Advisors, LLC | 17,249 | $991.0K | 0.01% | +7,889+84.3% | Added |
| Marble Harbor Investment Counsel, LLC | 17,130 | $984.1K | 0.12% | +200+1.2% | Added |
| Cascade Investment Advisors, Inc. | 16,943 | $973.4K | 0.69% | +550+3.4% | Added |
| Nomura Holdings Inc | 16,932 | $972.7K | 0.01% | +16,932 | New |
| Knowledge Leaders Capital, LLC | 16,905 | $971.2K | 1.53% | −646−3.7% | Reduced |
| Quantinno Capital Management LP | 16,890 | $970.0K | 0.03% | −18,315−52.0% | Reduced |
| Home Federal Bank of Tennessee | 16,807 | $965.6K | 0.32% | −100−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,706 | $959.8K | 0.01% | +454+2.8% | Added |
| Campbell & CO Investment Adviser LLC | 16,696 | $959.2K | 0.09% | −1,747−9.5% | Reduced |
| Wedmont Private Capital | 16,990 | $958.6K | 0.08% | +1,028+6.4% | Added |
| Bokf, NA | 16,580 | $952.5K | 0.02% | −448−2.6% | Reduced |
| Boston Private Wealth LLC | 16,516 | $948.8K | 0.02% | −859−4.9% | Reduced |
| Parallel Advisors, LLC | 16,243 | $933.2K | 0.03% | −380−2.3% | Reduced |
| Wedbush Securities Inc | 16,173 | $929.0K | 0.04% | −447−2.7% | Reduced |
| Baldwin Investment Management, LLC | 15,827 | $909.3K | 0.14% | −400−2.5% | Reduced |
| Caldwell Trust Co | 15,825 | $909.1K | 0.11% | −1,627−9.3% | Reduced |
| Flputnam Investment Management Co | 15,821 | $908.9K | 0.02% | +14+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 15,795 | $907.4K | 0.04% | +4,172+35.9% | Added |
| Tower Bridge Advisors | 15,789 | $907.1K | 0.08% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 15,707 | $902.4K | 0.54% | −750−4.6% | Reduced |
| Signaturefd, LLC | 15,656 | $899.4K | 0.02% | +1,003+6.8% | Added |
| Pitcairn Co | 15,627 | $897.8K | 0.07% | +36+0.2% | Added |
| Quotient Wealth Partners, LLC | 15,581 | $895.1K | 0.03% | +15,581 | New |
| Trellis Wealth Advisors LLC | 15,576 | $894.9K | 0.49% | +43+0.3% | Added |
| Alberta Investment Management Corp | 15,400 | $884.7K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 15,322 | $880.3K | 0.10% | +740+5.1% | Added |
| Pring Turner Capital Group Inc | 15,150 | $870.4K | 0.67% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15,095 | $870.1K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 14,959 | $862.1K | 0.04% | +7,801+109.0% | Added |
| Daymark Wealth Partners, LLC | 14,987 | $861.0K | 0.05% | +169+1.1% | Added |
| Sawgrass Asset Management LLC | 14,987 | $861.0K | 0.10% | −6,951−31.7% | Reduced |
| GLOBALT Investments LLC | 14,958 | $859.3K | 0.04% | +14,958 | New |
| Estabrook Capital Management | 14,937 | $858.1K | 0.14% | 00.0% | Unchanged |
| City Holding Co | 14,828 | $851.8K | 0.14% | −729−4.7% | Reduced |
| ICW Investment Advisors LLC | 14,728 | $846.1K | 0.41% | +297+2.1% | Added |
| Trust Co of Toledo NA | 14,677 | $843.2K | 0.15% | −141−1.0% | Reduced |
| Fractal Investments LLC | 14,614 | $839.6K | 0.17% | −1,887−11.4% | Reduced |
| Horizon Investments, LLC | 14,605 | $839.1K | 0.02% | +1,683+13.0% | Added |
| TrinityPoint Wealth, LLC | 14,575 | $837.3K | 0.15% | −462−3.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,562 | $836.6K | 0.10% | +50+0.3% | Added |
| ELCO Management Co., LLC | 14,551 | $836.0K | 0.55% | +23+0.2% | Added |
| Ar Asset Management Inc | 14,400 | $827.0K | 0.22% | 00.0% | Unchanged |
| Wahed Invest LLC | 14,222 | $817.1K | 0.23% | +1,049+8.0% | Added |
| Scotia Capital Inc. | 14,209 | $816.3K | 0.01% | −136−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,113 | $810.8K | 0.01% | +8,603+156.1% | Added |
| Brendel Financial Advisors LLC | 14,078 | $809.0K | 0.53% | 00.0% | Unchanged |
| Qtron Investments LLC | 13,965 | $802.3K | 0.13% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,964 | $802.2K | 0.02% | +9,125+188.6% | Added |
| Excalibur Management Corp | 13,886 | $797.8K | 0.37% | +1,058+8.2% | Added |
| Axxcess Wealth Management, LLC | 13,808 | $793.3K | 0.02% | +4,792+53.1% | Added |
| Foster & Motley Inc | 13,788 | $792.0K | 0.06% | −735−5.1% | Reduced |
| Rossmore Private Capital | 13,776 | $791.4K | 0.11% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,773 | $791.3K | 0.02% | +3,238+30.7% | Added |