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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 9,942 | $571.2K | 0.02% | −1,366−12.1% | Reduced |
| Beck Capital Management, LLC | 9,906 | $569.1K | 0.20% | +779+8.5% | Added |
| Charter Trust Co | 9,844 | $565.5K | 0.04% | +500+5.4% | Added |
| Boyd Watterson Asset Management LLC | 9,802 | $563.1K | 0.22% | −132−1.3% | Reduced |
| Private Trust Co NA | 9,779 | $561.8K | 0.07% | +872+9.8% | Added |
| Graypoint LLC | 9,752 | $560.2K | 0.05% | +184+1.9% | Added |
| Dorsey & Whitney Trust CO LLC | 9,676 | $555.9K | 0.04% | +371+4.0% | Added |
| Pettyjohn, Wood & White, Inc | 9,655 | $554.7K | 0.12% | +1,425+17.3% | Added |
| International Assets Investment Management, LLC | 9,650 | $554.4K | 0.07% | −22,497−70.0% | Reduced |
| Advisor OS, LLC | 9,504 | $546.0K | 0.07% | +743+8.5% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $545.1K | 0.05% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 9,836 | $544.9K | 0.32% | +9,836 | New |
| Moody National Bank Trust Division | 9,442 | $542.4K | 0.04% | −9,336−49.7% | Reduced |
| Sigma Planning Corp | 9,416 | $540.9K | 0.04% | −9,848−51.1% | Reduced |
| Resonant Capital Advisors, LLC | 9,351 | $539.0K | 0.05% | −38−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,324 | $535.7K | 0.02% | −578−5.8% | Reduced |
| Fiduciary Group LLC | 9,313 | $535.0K | 0.06% | 00.0% | Unchanged |
| ING Groep NV | 9,268 | $532.4K | 0.00% | +9,268 | New |
| Sky Investment Group LLC | 9,257 | $531.8K | 0.11% | −5−0.1% | Reduced |
| River Wealth Advisors LLC | 9,250 | $531.4K | 0.08% | −107−1.1% | Reduced |
| Monterey Private Wealth, Inc. | 9,150 | $525.6K | 0.24% | +20.0% | Added |
| Cidel Asset Management Inc | 9,136 | $524.9K | 0.02% | +3,960+76.5% | Added |
| Wealthspire Advisors, LLC | 9,129 | $524.4K | 0.01% | +387+4.4% | Added |
| Oppenheimer Asset Management Inc. | 9,111 | $523.4K | 0.01% | +730+8.7% | Added |
| Sound View Wealth Advisors Group, LLC | 9,032 | $518.9K | 0.06% | −451−4.8% | Reduced |
| Beck Mack & Oliver LLC | 9,024 | $518.4K | 0.01% | 00.0% | Unchanged |
| David Loasby | 9,299 | $518.1K | 0.06% | +89+1.0% | Added |
| CFO4Life Group, LLC | 9,002 | $517.2K | 0.10% | −164−1.8% | Reduced |
| Citizens Financial Group Inc | 8,931 | $513.1K | 0.02% | +3,126+53.9% | Added |
| Country Club Bank | 8,869 | $511.2K | 0.04% | −42−0.5% | Reduced |
| Cigna Investments Inc | 8,867 | $510.0K | 0.11% | +40.0% | Added |
| Bard Financial Services, Inc. | 8,860 | $509.0K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 8,779 | $504.4K | 0.13% | −440−4.8% | Reduced |
| Riverwater Partners LLC | 8,779 | $504.4K | 0.40% | 00.0% | Unchanged |
| 1st Source Bank | 8,758 | $503.1K | 0.03% | −153−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 8,703 | $500.0K | 0.04% | +53+0.6% | Added |
| TD Private Client Wealth LLC | 8,641 | $496.4K | 0.02% | −135−1.5% | Reduced |
| Voloridge Investment Management, LLC | 8,628 | $495.7K | 0.00% | +8,628 | New |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $494.1K | 0.17% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $492.8K | 0.11% | 00.0% | Unchanged |
| Twin Capital Management Inc | 8,523 | $489.6K | 0.06% | −258−2.9% | Reduced |
| Qsemble Capital Management, LP | 8,493 | $487.9K | 0.12% | +8,493 | New |
| GAMMA Investing LLC | 8,839 | $483.6K | 0.13% | +8,839 | New |
| Ossiam | 8,416 | $483.5K | 0.01% | +42+0.5% | Added |
| CX Institutional | 8,361 | $480.3K | 0.03% | −165−1.9% | Reduced |
| HBK Sorce Advisory LLC | 8,316 | $477.9K | 0.02% | −733−8.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,285 | $476.0K | 0.15% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 8,275 | $475.4K | 0.38% | +3,950+91.3% | Added |
| Angeles Investment Advisors, LLC | 8,231 | $474.3K | 0.03% | +106+1.3% | Added |
| Resources Management Corp | 8,228 | $473.0K | 0.07% | −35−0.4% | Reduced |
| Pointe Capital Management LLC | 8,223 | $472.4K | 0.33% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,212 | $471.8K | 0.01% | +264+3.3% | Added |
| Invesco, LLC | 8,163 | $469.0K | 0.22% | −80−1.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,129 | $467.0K | 0.01% | −7,556−48.2% | Reduced |
| Moneta Group Investment Advisors LLC | 8,063 | $463.2K | 0.01% | +34+0.4% | Added |
| Rockland Trust Co | 8,057 | $462.9K | 0.03% | +49+0.6% | Added |
| Fidelis Capital Partners, LLC | 8,035 | $461.6K | 0.10% | +841+11.7% | Added |
| SRS Capital Advisors, Inc. | 8,031 | $461.4K | 0.05% | −72−0.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 8,005 | $459.9K | 0.01% | +8,005 | New |
| Manning & Napier Group, LLC | 7,930 | $455.6K | 0.01% | +7,930 | New |
| Waldron Private Wealth LLC | 7,924 | $455.3K | 0.02% | −188−2.3% | Reduced |
| Montecito Bank & Trust | 7,918 | $454.9K | 0.10% | −2,850−26.5% | Reduced |
| Washington Trust Co | 7,905 | $454.1K | 0.02% | −100−1.2% | Reduced |
| Scissortail Wealth Management, LLC | 8,019 | $451.6K | 0.14% | +8,019 | New |
| Sunbelt Securities, Inc. | 7,851 | $451.0K | 0.06% | −123−1.5% | Reduced |
| Triangle Securities Wealth Management | 7,840 | $450.4K | 0.14% | −30−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 7,823 | $449.4K | 0.02% | −1,123−12.6% | Reduced |
| Westpac Banking Corp | 7,822 | $449.4K | 0.04% | +371+5.0% | Added |
| Financial Counselors Inc | 7,787 | $447.4K | 0.01% | −147−1.9% | Reduced |
| CWM Advisors, LLC | 7,761 | $445.9K | 0.05% | +1,129+17.0% | Added |
| Atwood & Palmer Inc | 7,750 | $445.2K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 7,737 | $444.5K | 0.11% | +7,737 | New |
| First Western Trust Bank | 7,717 | $443.3K | 0.02% | −300−3.7% | Reduced |
| Chemung Canal Trust Co | 7,695 | $442.1K | 0.09% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 7,684 | $441.4K | 0.02% | −693−8.3% | Reduced |
| Mather Group, LLC. | 7,660 | $440.1K | 0.01% | +297+4.0% | Added |
| Peoples Financial Services Corp. | 7,600 | $436.6K | 0.19% | 00.0% | Unchanged |
| Financial Advisory Group | 7,562 | $434.4K | 0.08% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 7,500 | $430.8K | 0.40% | −700−8.5% | Reduced |
| Farmers Trust Co | 7,472 | $429.3K | 0.09% | 00.0% | Unchanged |
| South State Corp. | 7,460 | $428.6K | 0.04% | −402−5.1% | Reduced |
| Proffitt & Goodson Inc | 7,460 | $428.6K | 0.08% | −177−2.3% | Reduced |
| Eqis Capital Management, Inc. | 7,441 | $427.5K | 0.03% | −14,382−65.9% | Reduced |
| Berkshire Bank | 7,420 | $426.3K | 0.11% | +1,000+15.6% | Added |
| First Horizon Advisors, Inc. | 7,388 | $424.5K | 0.01% | +526+7.7% | Added |
| Symmetry Partners, LLC | 7,362 | $424.0K | 0.02% | −767−9.4% | Reduced |
| Fruth Investment Management | 7,381 | $424.0K | 0.12% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 7,380 | $424.0K | 0.02% | +85+1.2% | Added |
| DFPG Investments, LLC | 7,695 | $422.5K | 0.03% | −1,038−11.9% | Reduced |
| Dynamic Advisor Solutions LLC | 7,576 | $422.1K | 0.02% | +614+8.8% | Added |
| NTV Asset Management LLC | 7,319 | $420.5K | 0.07% | −358−4.7% | Reduced |
| Marco Investment Management LLC | 7,300 | $419.4K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,294 | $419.0K | 0.01% | −1,235−14.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 7,323 | $416.4K | 0.09% | +2,626+55.9% | Added |
| UniSuper Management Pty Ltd | 7,202 | $413.8K | 0.00% | +1,202+20.0% | Added |
| Kovack Advisors, Inc. | 7,162 | $411.4K | 0.05% | +1,629+29.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 7,131 | $409.7K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,130 | $409.6K | 0.08% | −47−0.7% | Reduced |
| Asset Dedication, LLC | 7,048 | $406.0K | 0.03% | −312−4.2% | Reduced |
| Americana Partners, LLC | 7,061 | $405.7K | 0.04% | +360+5.4% | Added |