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 |
|---|---|---|---|---|---|
| 1858 Wealth Management, LLC | 13,756 | $790.3K | 0.75% | +13,756 | New |
| Lincoln National Corp | 13,741 | $789.4K | 0.01% | +280+2.1% | Added |
| Amussen Hunsaker Associates LLC | 13,710 | $787.6K | 0.16% | −22−0.2% | Reduced |
| Advisory Services Network, LLC | 13,601 | $781.4K | 0.02% | −3,081−18.5% | Reduced |
| Valley Brook Capital Group | 13,518 | $776.6K | 0.68% | −275−2.0% | Reduced |
| N.E.W. Advisory Services LLC | 13,506 | $775.9K | 0.09% | +20.0% | Added |
| TCW Group Inc | 13,445 | $774.9K | 0.01% | +13,445 | New |
| Waterford Advisors, LLC | 13,381 | $768.7K | 0.36% | 00.0% | Unchanged |
| National Asset Management, Inc. | 13,329 | $768.3K | 0.02% | −27,100−67.0% | Reduced |
| Umb Bank N A | 13,324 | $765.5K | 0.01% | −534−3.9% | Reduced |
| First City Capital Management, Inc. | 13,287 | $763.3K | 0.44% | −114−0.9% | Reduced |
| GYL Financial Synergies, LLC | 13,250 | $761.2K | 0.06% | −277−2.0% | Reduced |
| InTrack Investment Management Inc | 13,205 | $758.6K | 0.57% | −906−6.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 13,075 | $751.2K | 0.03% | +13,075 | New |
| Chicago Capital, LLC | 13,074 | $751.1K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 13,000 | $746.9K | 0.14% | +5,589+75.4% | Added |
| Cambridge Trust Co | 12,989 | $746.2K | 0.03% | −90−0.7% | Reduced |
| Benedict Financial Advisors Inc | 12,961 | $744.6K | 0.20% | +20+0.2% | Added |
| Compagnie Lombard Odier SCmA | 12,901 | $741.2K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 12,847 | $738.1K | 0.03% | +2,261+21.4% | Added |
| Kingsview Wealth Management, LLC | 12,843 | $737.8K | 0.02% | −509−3.8% | Reduced |
| Means Investment Co., Inc. | 12,806 | $735.7K | 0.11% | +20.0% | Added |
| Curated Wealth Partners LLC | 12,800 | $735.4K | 0.12% | −1,224−8.7% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $734.6K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 12,707 | $730.0K | 0.02% | +1,894+17.5% | Added |
| Werlinich Asset Management, LLC | 12,598 | $727.9K | 0.55% | −506−3.9% | Reduced |
| Penserra Capital Management LLC | 12,699 | $727.0K | 0.01% | −2,275−15.2% | Reduced |
| Bragg Financial Advisors, Inc | 12,577 | $722.5K | 0.03% | +223+1.8% | Added |
| Sherbrooke Park Advisers LLC | 12,540 | $720.4K | 0.34% | +12,540 | New |
| V-Square Quantitative Management LLC | 12,511 | $718.8K | 0.17% | +3,670+41.5% | Added |
| Core Wealth Partners LLC | 12,464 | $716.1K | 0.59% | −295−2.3% | Reduced |
| Webster Bank, N. A. | 12,414 | $713.2K | 0.09% | +100+0.8% | Added |
| Quadrant Capital Group LLC | 12,384 | $711.5K | 0.06% | +1,472+13.5% | Added |
| GeoWealth Management, LLC | 12,148 | $698.0K | 0.06% | +12,148 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 12,113 | $695.9K | 0.02% | +227+1.9% | Added |
| Columbia Asset Management | 12,003 | $690.0K | 0.14% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 11,982 | $688.4K | 0.09% | −54,230−81.9% | Reduced |
| Geller Advisors LLC | 11,932 | $687.8K | 0.07% | −197−1.6% | Reduced |
| Meridian Management Co | 12,278 | $687.7K | 0.20% | +119+1.0% | Added |
| NEOS Investment Management LLC | 11,869 | $681.9K | 0.06% | +2,934+32.8% | Added |
| J.W. Cole Advisors, Inc. | 11,862 | $681.5K | 0.04% | +1,897+19.0% | Added |
| Soltis Investment Advisors LLC | 11,856 | $681.1K | 0.08% | +143+1.2% | Added |
| Forte Capital LLC | 11,801 | $678.0K | 0.09% | −66−0.6% | Reduced |
| Venture Visionary Partners LLC | 11,715 | $673.0K | 0.04% | +30.0% | Added |
| Allred Capital Management, LLC | 11,641 | $668.7K | 0.29% | −20.0% | Reduced |
| Freestone Capital Holdings, LLC | 11,548 | $663.4K | 0.03% | −11−0.1% | Reduced |
| Bank of Hawaii | 11,532 | $662.5K | 0.04% | −4,099−26.2% | Reduced |
| Vise Technologies, Inc. | 11,464 | $658.6K | 0.14% | +11,464 | New |
| Burns J W & Co Inc | 11,407 | $655.3K | 0.10% | −100−0.9% | Reduced |
| Personal Cfo Solutions, LLC | 11,354 | $652.3K | 0.11% | −411−3.5% | Reduced |
| Lindbrook Capital, LLC | 11,303 | $649.4K | 0.06% | −255−2.2% | Reduced |
| Groesbeck Investment Management Corp | 11,299 | $649.0K | 0.90% | 00.0% | Unchanged |
| Agf Management Ltd | 11,249 | $646.3K | 0.00% | +11,249 | New |
| Avestar Capital, LLC | 11,228 | $645.0K | 0.08% | +761+7.3% | Added |
| Profund Advisors LLC | 11,173 | $641.9K | 0.03% | +1,595+16.7% | Added |
| Ledyard National Bank | 11,121 | $638.9K | 0.07% | −542−4.6% | Reduced |
| Little House Capital LLC | 11,101 | $637.8K | 0.23% | −537−4.6% | Reduced |
| Barnett & Company, Inc. | 11,071 | $636.0K | 0.48% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 11,059 | $635.3K | 0.25% | −99−0.9% | Reduced |
| Great Valley Advisor Group, Inc. | 11,027 | $633.2K | 0.02% | +298+2.8% | Added |
| Courier Capital LLC | 11,021 | $633.1K | 0.05% | −484−4.2% | Reduced |
| Simmons Bank | 10,985 | $631.1K | 0.05% | −277−2.5% | Reduced |
| Dover Advisors, LLC | 10,912 | $629.0K | 0.83% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,948 | $629.0K | 0.01% | +3,797+53.1% | Added |
| Busey Wealth Management | 10,909 | $626.7K | 0.02% | −570−5.0% | Reduced |
| Fishman Jay A Ltd | 10,900 | $626.2K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 10,894 | $626.0K | 0.00% | +1,298+13.5% | Added |
| Groupama Asset Managment | 21,660 | $623.8K | 0.02% | +21,660 | New |
| Laurel Wealth Advisors LLC | 10,807 | $620.9K | 0.12% | −40−0.4% | Reduced |
| Artemis Investment Management LLP | 10,794 | $620.1K | 0.01% | −5,711−34.6% | Reduced |
| Shayne & Co., LLC | 10,779 | $619.3K | 0.19% | −531−4.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,733 | $617.0K | 0.07% | +89+0.8% | Added |
| Mountain Pacific Investment Advisers Inc | 10,730 | $616.4K | 0.04% | +1,645+18.1% | Added |
| Community Bank, N.A. | 10,715 | $615.6K | 0.08% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 10,701 | $614.8K | 0.17% | −3,475−24.5% | Reduced |
| Jacobi Capital Management LLC | 10,694 | $614.4K | 0.06% | −27−0.3% | Reduced |
| Diversified Trust Co | 10,671 | $613.0K | 0.02% | +97+0.9% | Added |
| Grimes & Company, Inc. | 10,625 | $610.4K | 0.02% | −51−0.5% | Reduced |
| Verdence Capital Advisors LLC | 10,517 | $604.2K | 0.06% | +116+1.1% | Added |
| Boston Trust Walden Corp | 10,487 | $602.5K | 0.00% | +50+0.5% | Added |
| Trust Co of Virginia | 10,459 | $600.9K | 0.06% | −145−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 10,434 | $599.4K | 0.30% | −250−2.3% | Reduced |
| EP Wealth Advisors, LLC | 10,422 | $598.7K | 0.01% | +407+4.1% | Added |
| Eagle Asset Management Inc | 10,388 | $596.8K | 0.00% | −1,938−15.7% | Reduced |
| Bull Street Advisors, LLC | 10,347 | $594.0K | 0.30% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,294 | $591.4K | 0.02% | −5,597−35.2% | Reduced |
| Arkadios Wealth Advisors | 10,288 | $591.1K | 0.05% | +661+6.9% | Added |
| Hillsdale Investment Management Inc. | 10,250 | $588.9K | 0.05% | +10,250 | New |
| Boston Financial Mangement LLC | 10,121 | $581.5K | 0.02% | +722+7.7% | Added |
| Carret Asset Management, LLC | 10,087 | $579.5K | 0.07% | +10.0% | Added |
| Concurrent Investment Advisors, LLC | 10,086 | $579.4K | 0.03% | +10,086 | New |
| Symphony Financial, Ltd. Co. | 10,295 | $577.7K | 0.12% | +10,295 | New |
| Catalytic Wealth RIA, LLC | 10,050 | $577.4K | 0.26% | +10,050 | New |
| Provenance Wealth Advisors, LLC | 10,013 | $575.2K | 0.08% | +89+0.9% | Added |
| Canal Insurance CO | 10,000 | $575.0K | 0.16% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $575.0K | 0.12% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 9,987 | $573.8K | 0.08% | −286−2.8% | Reduced |
| Ballentine Partners, LLC | 9,968 | $572.7K | 0.01% | +2,650+36.2% | Added |
| Alterity Financial Group, LLC | 9,957 | $572.0K | 0.82% | 00.0% | Unchanged |
| Everett Harris & Co | 9,955 | $571.9K | 0.01% | +1,300+15.0% | Added |