Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in Carrier Global Corp as of Mar 31, 2024. 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: 1,414; +33 vs. Q4 2023
Shares held: 756.9M; −1.97M (−0.3%) vs. Q4 2023
Total value: $44.0B; +$376.8M (+0.9%) vs. Q4 2023
New holders: 131; 458 more added
Sold out: 98; 539 more reduced

17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,414 institutions

Value heldQ1 2024: $44.0B

Institutions holding CARR and their total value by quarter
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, Q1 2024

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2023.

Institutions holding CARR in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
MeadowBrook Investment Advisors LLC	4	$233	0.00%	00.0%	Unchanged
Jamison Private Wealth Management, Inc.	5	$291	0.00%	+5	New
PSI Advisors, LLC	6	$349	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	13	$756	0.00%	+13	New
Wolff Wiese Magana LLC	15	$872	0.00%	−17−53.1%	Reduced
Fairman Group, LLC	17	$988	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	25	$1.00K	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	18	$1.05K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	19	$1.10K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	20	$1.16K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	20	$1.16K	0.00%	+20	New
Game Plan Financial Advisors, LLC	24	$1.40K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	25	$1.45K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	25	$1.45K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	28	$1.63K	0.00%	−2,700−99.0%	Reduced
Bogart Wealth, LLC	28	$1.63K	0.00%	−102−78.5%	Reduced
Trifecta Capital Advisors, LLC	31	$1.80K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	31	$1.80K	0.00%	+14+82.4%	Added
Dogwood Wealth Management LLC	32	$1.85K	0.00%	00.0%	Unchanged
Spectrum Wealth Counsel, LLC	33	$1.92K	0.00%	+33	New
Park Place Capital Corp	34	$1.98K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	47	$2.00K	0.00%	00.0%	Unchanged
TD Capital Management LLC	40	$2.33K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	41	$2.38K	0.00%	+7+20.6%	Added
Signature Resources Capital Management, LLC	42	$2.41K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	45	$2.62K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	47	$2.73K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	47	$2.74K	0.00%	+12+34.3%	Added
Clear Point Advisors Inc.	48	$2.79K	0.00%	00.0%	Unchanged
Pacific Center for Financial Services	50	$2.91K	0.00%	00.0%	Unchanged
PFS Partners, LLC	52	$3.02K	0.00%	00.0%	Unchanged
Financial Freedom, LLC	56	$3.23K	0.00%	+1+1.8%	Added
DHJJ Financial Advisors, Ltd.	59	$3.43K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	60	$3.49K	0.00%	+60	New
Sawyer & Company, Inc	61	$3.55K	0.00%	00.0%	Unchanged
Richardson Financial Services Inc.	64	$3.72K	0.00%	+64	New
Johnson Financial Group, Inc.	65	$3.78K	0.00%	+65	New
TruNorth Capital Management, LLC	70	$4.07K	0.00%	+70	New
Atticus Wealth Management, LLC	70	$4.07K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	71	$4.15K	0.00%	+10+16.4%	Added
Rakuten Securities, Inc.	72	$4.18K	0.00%	+19+35.8%	Added
Global Financial Private Client, LLC	74	$4.25K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	75	$4.36K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	76	$4.42K	0.00%	−76−50.0%	Reduced
Tyler-Stone Wealth Management	84	$4.88K	0.00%	00.0%	Unchanged
Avion Wealth	69	$5.00K	0.00%	+17+32.7%	Added
Criterion Capital Advisors, LLC	87	$5.06K	0.00%	−471−84.4%	Reduced
Abich Financial Wealth Management LLC	88	$5.12K	0.00%	+88	New
Sachetta, LLC	89	$5.12K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	90	$5.23K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	90	$5.23K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	100	$5.81K	0.00%	−200−66.7%	Reduced
BFSG, LLC	100	$5.81K	0.00%	+100	New
Dixon Mitchell Investment Counsel Inc.	100	$5.81K	0.00%	+100	New
Harel Insurance Investments & Financial Services Ltd.	110	$6.00K	0.00%	00.0%	Unchanged
Dynamic Wealth Strategies, LLC	97	$6.00K	0.01%	00.0%	Unchanged
Gilliland Jeter Wealth Management LLC	105	$6.10K	0.00%	+105	New
Providence Capital Advisors, LLC	108	$6.28K	0.00%	00.0%	Unchanged
Operose Advisors LLC	110	$6.39K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	110	$6.39K	0.00%	+110	New
Glass Jacobson Investment Advisors llc	110	$6.40K	0.00%	00.0%	Unchanged
Central Bank & Trust Co	116	$6.74K	0.00%	+116	New
Syntax Research, Inc.	118	$6.86K	0.01%	00.0%	Unchanged
Byrne Asset Management LLC	127	$7.38K	0.01%	+60+89.6%	Added
Redmont Wealth Advisors LLC	128	$7.44K	0.01%	+128	New
Thompson Investment Management, Inc.	134	$7.79K	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	136	$7.91K	0.00%	00.0%	Unchanged
Main Street Group, LTD	140	$8.04K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	140	$8.14K	0.02%	00.0%	Unchanged
Salomon & Ludwin, LLC	145	$8.43K	0.00%	−35−19.4%	Reduced
Breakwater Investment Management	145	$8.43K	0.00%	+145	New
Wiser Advisor Group LLC	147	$8.57K	0.01%	00.0%	Unchanged
ORG Partners LLC	150	$8.61K	0.02%	−476−76.0%	Reduced
Mine & Arao Wealth Creation & Management, LLC.	150	$8.72K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	150	$9.00K	0.00%	00.0%	Unchanged
Venturi Wealth Management, LLC	163	$9.48K	0.00%	−3−1.8%	Reduced
Pflug Koory, LLC	168	$9.58K	0.00%	−50−22.9%	Reduced
Richard W. Paul & Associates, LLC	172	$10.0K	0.00%	00.0%	Unchanged
Abound Wealth Management	173	$10.0K	0.00%	+8+4.8%	Added
GoalVest Advisory LLC	183	$10.6K	0.00%	+183	New
Wetzel Investment Advisors, Inc.	203	$10.8K	0.01%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	198	$11.5K	0.00%	00.0%	Unchanged
First Personal Financial Services	200	$11.6K	0.00%	00.0%	Unchanged
Ritter Daniher Financial Advisory LLC	200	$11.6K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	201	$11.7K	0.00%	00.0%	Unchanged
Mark Sheptoff Financial Planning, LLC	203	$11.8K	0.01%	−200−49.6%	Reduced
First PREMIER Bank	200	$12.0K	0.00%	00.0%	Unchanged
Transcendent Capital Group LLC	213	$12.4K	0.01%	+213	New
Kiely Wealth Advisory Group, Inc.	200	$12.4K	0.01%	00.0%	Unchanged
Gradient Investments LLC	215	$12.5K	0.00%	−522−70.8%	Reduced
Capstone Investment Advisors, LLC	225	$13.1K	0.00%	−535−70.4%	Reduced
DecisionPoint Financial, LLC	220	$13.3K	0.01%	00.0%	Unchanged
Private Wealth Management Group, LLC	231	$13.4K	0.01%	00.0%	Unchanged
WR Wealth Planners, LLC	232	$13.5K	0.00%	+232	New
Sittner & Nelson, LLC	237	$13.8K	0.01%	00.0%	Unchanged
PrairieView Partners, LLC	227	$14.0K	0.00%	00.0%	Unchanged
Magellan Asset Management Ltd	247	$14.4K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	247	$14.4K	0.01%	00.0%	Unchanged
Quarry LP	256	$14.9K	0.01%	+256	New
New Covenant Trust Company, N.A.	265	$15.4K	0.02%	+265	New