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 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 7,060 | $405.6K | 0.00% | −90−1.3% | Reduced |
| Old National Bancorp | 7,021 | $403.4K | 0.01% | −705−9.1% | Reduced |
| Enterprise Financial Services Corp | 7,017 | $403.1K | 0.25% | −228−3.1% | Reduced |
| TCTC Holdings, LLC | 7,000 | $402.1K | 0.01% | 00.0% | Unchanged |
| Hartline Investment Corp | 6,983 | $401.2K | 0.06% | +2,577+58.5% | Added |
| TFG Advisers LLC | 6,979 | $401.0K | 0.17% | +95+1.4% | Added |
| Papp L Roy & Associates | 6,940 | $398.7K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,925 | $397.8K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,875 | $395.0K | 0.03% | −558−7.5% | Reduced |
| McDonald Partners LLC | 6,874 | $394.9K | 0.12% | −150−2.1% | Reduced |
| Farmers National Bank | 6,842 | $393.1K | 0.13% | −12−0.2% | Reduced |
| Bell Investment Advisors, Inc | 6,831 | $392.4K | 0.08% | −33−0.5% | Reduced |
| Mitchell Sinkler & Starr | 6,789 | $390.0K | 0.07% | +2,656+64.3% | Added |
| MJP Associates Inc | 6,759 | $388.3K | 0.10% | +6,759 | New |
| AlphaCore Capital LLC | 6,730 | $386.6K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 6,718 | $385.9K | 0.25% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,712 | $385.6K | 0.01% | +6,712 | New |
| Court Place Advisors, LLC | 6,707 | $385.3K | 0.13% | −100−1.5% | Reduced |
| St Germain D J Co Inc | 6,695 | $384.6K | 0.02% | +340+5.4% | Added |
| Fortune Financial Advisors, LLC | 6,694 | $384.6K | 0.27% | −64−0.9% | Reduced |
| LVW Advisors, LLC | 6,668 | $383.1K | 0.07% | +954+16.7% | Added |
| Argent Capital Management LLC | 6,660 | $382.6K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,876 | $382.2K | 0.01% | +118+1.7% | Added |
| Harbour Investments, Inc. | 6,639 | $381.4K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 6,628 | $380.8K | 0.04% | +1,290+24.2% | Added |
| Paloma Partners Management Co | 6,626 | $380.7K | 0.06% | +6,626 | New |
| Proficio Capital Partners LLC | 6,619 | $380.3K | 0.05% | +116+1.8% | Added |
| Institute for Wealth Management, LLC. | 6,616 | $380.1K | 0.06% | −361−5.2% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,613 | $379.9K | 0.37% | +6,613 | New |
| Avantax Planning Partners, Inc. | 6,595 | $378.9K | 0.01% | +614+10.3% | Added |
| Wade G W & Inc | 6,529 | $375.0K | 0.01% | −1,165−15.1% | Reduced |
| Washington Trust Advisors, Inc. | 6,479 | $372.2K | 0.04% | −1,152−15.1% | Reduced |
| Security National Bank | 6,454 | $370.8K | 0.08% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,454 | $370.8K | 0.02% | −7−0.1% | Reduced |
| First National Trust Co | 6,454 | $370.8K | 0.02% | −415−6.0% | Reduced |
| Rodgers Brothers Inc. | 6,453 | $370.7K | 0.06% | −113−1.7% | Reduced |
| Colonial Trust Advisors | 6,437 | $369.8K | 0.04% | −1,925−23.0% | Reduced |
| SeaCrest Wealth Management, LLC | 6,616 | $368.6K | 0.05% | −129−1.9% | Reduced |
| Aptus Capital Advisors, LLC | 6,416 | $368.6K | 0.01% | −2,058−24.3% | Reduced |
| Allworth Financial LP | 6,416 | $368.6K | 0.00% | −131−2.0% | Reduced |
| FDx Advisors, Inc. | 6,399 | $368.0K | 0.03% | +267+4.4% | Added |
| Western Wealth Management, LLC | 6,405 | $368.0K | 0.03% | +73+1.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $367.6K | 0.10% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6,390 | $367.1K | 0.02% | +1,042+19.5% | Added |
| Forbes J M & Co LLP | 6,380 | $366.5K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 6,367 | $365.8K | 0.01% | −700−9.9% | Reduced |
| Institutional & Family Asset Management, LLC | 6,359 | $365.3K | 0.06% | 00.0% | Unchanged |
| MEMBERS Trust Co | 6,332 | $365.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,313 | $362.7K | 0.01% | −30.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,300 | $362.0K | 0.03% | +492+8.5% | Added |
| WSFS Capital Management, LLC | 6,297 | $361.8K | 0.02% | +6,297 | New |
| Tiemann Investment Advisors, LLC | 6,296 | $361.7K | 0.18% | −37−0.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 6,269 | $360.2K | 0.03% | +600+10.6% | Added |
| Precision Wealth Strategies, LLC | 6,241 | $358.5K | 0.35% | −78−1.2% | Reduced |
| Prelude Capital Management, LLC | 6,234 | $358.1K | 0.03% | +2,365+61.1% | Added |
| New England Research & Management, Inc. | 6,225 | $358.0K | 0.19% | −13,403−68.3% | Reduced |
| Meridian Wealth Management, LLC | 6,220 | $357.3K | 0.02% | +100+1.6% | Added |
| LCM Capital Management Inc | 6,216 | $357.1K | 0.26% | −29−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 6,199 | $356.1K | 0.03% | −50−0.8% | Reduced |
| Morningstar Investment Management LLC | 6,195 | $356.0K | 0.04% | +6,195 | New |
| Rothschild Investment LLC | 6,192 | $355.7K | 0.03% | +6,192 | New |
| FSM Wealth Advisors, LLC | 6,168 | $354.4K | 0.15% | +2,519+69.0% | Added |
| Basepoint Wealth LLC | 6,160 | $353.9K | 0.28% | −38−0.6% | Reduced |
| True North Advisors, LLC | 6,159 | $353.8K | 0.09% | −987−13.8% | Reduced |
| Center For Asset Management LLC | 6,145 | $353.0K | 0.32% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,127 | $352.0K | 0.03% | −434−6.6% | Reduced |
| Sandy Spring Bank | 6,125 | $351.9K | 0.02% | −100−1.6% | Reduced |
| S.A. Mason LLC | 6,029 | $346.3K | 0.23% | +20.0% | Added |
| Spire Wealth Management | 6,189 | $345.9K | 0.01% | −128−2.0% | Reduced |
| Systematic Financial Management LP | 6,000 | $344.7K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $344.7K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $344.7K | 0.08% | 00.0% | Unchanged |
| New Hampshire Trust | 5,966 | $342.7K | 0.08% | −50−0.8% | Reduced |
| CWA Asset Management Group, LLC | 5,941 | $341.3K | 0.02% | +5,941 | New |
| Woodmont Investment Counsel LLC | 5,940 | $341.3K | 0.03% | −470−7.3% | Reduced |
| Independent Advisor Alliance | 5,939 | $341.2K | 0.01% | −10.0% | Reduced |
| Mission Wealth Management, LP | 5,937 | $341.1K | 0.01% | +35+0.6% | Added |
| Philadelphia Trust Co | 5,918 | $340.0K | 0.03% | −20.0% | Reduced |
| Flagship Harbor Advisors, LLC | 5,917 | $340.0K | 0.02% | −146−2.4% | Reduced |
| BSW Wealth Partners | 5,909 | $339.5K | 0.07% | −200−3.3% | Reduced |
| Covenant Asset Management, LLC | 5,900 | $339.0K | 0.09% | 00.0% | Unchanged |
| General Partner, Inc. | 6,000 | $338.7K | 0.28% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,876 | $337.6K | 0.02% | +3+0.1% | Added |
| Cullen Capital Management LLC | 5,845 | $335.8K | 0.00% | +257+4.6% | Added |
| Garden State Investment Advisory Services LLC | 5,846 | $335.7K | 0.14% | −359−5.8% | Reduced |
| Journey Advisory Group, LLC | 5,840 | $335.5K | 0.05% | −275−4.5% | Reduced |
| Miller Investment Management, LP | 5,840 | $335.5K | 0.05% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,840 | $335.5K | 0.01% | +50+0.9% | Added |
| Freedom Day Solutions, LLC | 5,835 | $335.2K | 0.13% | −125−2.1% | Reduced |
| KRS Capital Management, LLC | 5,830 | $335.0K | 0.31% | +558+10.6% | Added |
| Cedar Wealth Management, LLC | 5,800 | $333.2K | 0.12% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,785 | $333.1K | 0.04% | +174+3.1% | Added |
| Pinnacle Financial Partners Inc | 5,781 | $332.1K | 0.01% | +476+9.0% | Added |
| LMCG Investments, LLC | 5,773 | $331.7K | 0.02% | −4−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 5,759 | $330.9K | 0.01% | +307+5.6% | Added |
| Meridian Investment Counsel Inc. | 5,750 | $330.3K | 0.11% | −1,450−20.1% | Reduced |
| Douglas Lane & Associates, LLC | 5,745 | $330.1K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,732 | $329.3K | 0.08% | +5,732 | New |
| State of Wyoming | 5,732 | $329.3K | 0.06% | +5,732 | New |
| Investment House LLC | 5,725 | $328.9K | 0.02% | −1,904−25.0% | Reduced |