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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 22,598 | $1.31M | 0.01% | +5,892+35.3% | Added |
| Integrated Wealth Concepts LLC | 22,659 | $1.32M | 0.02% | +1,688+8.0% | Added |
| Greenleaf Trust | 22,773 | $1.32M | 0.01% | +888+4.1% | Added |
| Hunter Associates Investment Management LLC | 22,809 | $1.32M | 0.22% | +1,351+6.3% | Added |
| Curbstone Financial Management Corp | 23,068 | $1.34M | 0.29% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 23,202 | $1.35M | 0.33% | +2,766+13.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,705 | $1.38M | 0.10% | +11,723+97.8% | Added |
| Jefferies Financial Group Inc. | 23,740 | $1.38M | 0.03% | −8,207−25.7% | Reduced |
| Burney Co | 23,907 | $1.39M | 0.05% | −886−3.6% | Reduced |
| Woodstock Corp | 24,347 | $1.42M | 0.15% | −100−0.4% | Reduced |
| Shell Asset Management Co | 22,574 | $1.42M | 0.06% | −10,583−31.9% | Reduced |
| BNP Paribas | 24,655 | $1.43M | 0.07% | +24,655 | New |
| Principle Wealth Partners LLC | 24,748 | $1.44M | 0.11% | −2,068−7.7% | Reduced |
| Romano Brothers and Company | 24,787 | $1.44M | 0.20% | −695−2.7% | Reduced |
| Apollon Wealth Management, LLC | 24,969 | $1.45M | 0.05% | +6,519+35.3% | Added |
| Lakewood Asset Management LLC | 24,996 | $1.45M | 0.99% | +3,492+16.2% | Added |
| ExodusPoint Capital Management, LP | 25,442 | $1.48M | 0.02% | +25,442 | New |
| Bessemer Group Inc | 25,510 | $1.48M | 0.00% | −14,129−35.6% | Reduced |
| Kidder Stephen W | 25,575 | $1.49M | 0.47% | +21,325+501.8% | Added |
| Central Trust Co | 25,736 | $1.50M | 0.04% | −429−1.6% | Reduced |
| Concurrent Investment Advisors, LLC | 25,765 | $1.50M | 0.06% | +15,679+155.5% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.50M | 0.06% | 00.0% | Unchanged |
| Everence Capital Management Inc | 25,890 | $1.50M | 0.10% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 25,902 | $1.51M | 0.71% | −7,560−22.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.51M | 0.19% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 26,111 | $1.52M | 0.08% | −922−3.4% | Reduced |
| Pinebridge Investments, L.P. | 26,355 | $1.53M | 0.01% | −13,254−33.5% | Reduced |
| Plato Investment Management Ltd | 26,381 | $1.53M | 0.16% | +25,866+5,022.5% | Added |
| Johnson Investment Counsel Inc | 26,387 | $1.53M | 0.02% | +1,236+4.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 26,472 | $1.54M | 0.05% | +665+2.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,512 | $1.54M | 0.04% | −47−0.2% | Reduced |
| UniSuper Management Pty Ltd | 26,590 | $1.55M | 0.01% | +19,388+269.2% | Added |
| United Services Automobile Association | 26,758 | $1.56M | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 27,022 | $1.57M | 0.04% | −83,207−75.5% | Reduced |
| Value Partners Investments Inc. | 27,319 | $1.59M | 0.13% | +2,200+8.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,571 | $1.60M | 0.11% | −2,321−7.8% | Reduced |
| Van Hulzen Asset Management, LLC | 27,575 | $1.60M | 0.11% | +250+0.9% | Added |
| Goelzer Investment Management, Inc. | 27,611 | $1.61M | 0.09% | −89−0.3% | Reduced |
| Nia Impact Advisors, LLC | 27,701 | $1.61M | 0.64% | +27,701 | New |
| Guggenheim Capital LLC | 27,823 | $1.62M | 0.01% | +133+0.5% | Added |
| HB Wealth Management, LLC | 27,907 | $1.62M | 0.02% | +4,104+17.2% | Added |
| Meiji Yasuda Life Insurance Co | 28,161 | $1.64M | 0.03% | −2,022−6.7% | Reduced |
| Dakota Wealth Management | 28,348 | $1.65M | 0.04% | +28,348 | New |
| Financial Advocates Investment Management | 28,444 | $1.65M | 0.10% | −507−1.8% | Reduced |
| Azzad Asset Management Inc | 28,638 | $1.66M | 0.19% | +28,638 | New |
| Barden Capital Management, Inc. | 28,860 | $1.68M | 1.62% | −8,016−21.7% | Reduced |
| Norinchukin Bank, The | 28,924 | $1.68M | 0.05% | −527−1.8% | Reduced |
| FineMark National Bank & Trust | 28,971 | $1.68M | 0.06% | −50.0% | Reduced |
| Holderness Investments Co | 29,552 | $1.72M | 0.42% | −100−0.3% | Reduced |
| Cornerstone Advisors, LLC | 29,600 | $1.72M | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 29,702 | $1.73M | 0.04% | −75−0.3% | Reduced |
| Empirical Finance, LLC | 30,195 | $1.76M | 0.11% | +1,009+3.5% | Added |
| Benjamin Edwards Inc | 30,230 | $1.76M | 0.35% | +4,389+17.0% | Added |
| CIBC World Markets Inc. | 30,349 | $1.76M | 0.00% | −82,322−73.1% | Reduced |
| WBI Investments | 30,423 | $1.77M | 0.37% | +30,423 | New |
| IMC-Chicago, LLC | 30,632 | $1.78M | 0.06% | +30,632 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 31,000 | $1.80M | 0.38% | +31,000 | New |
| Pacific Global Investment Management CO | 31,227 | $1.82M | 0.35% | +48+0.2% | Added |
| Headinvest, LLC | 31,387 | $1.82M | 0.36% | −752−2.3% | Reduced |
| Aureus Asset Management, LLC | 31,507 | $1.83M | 0.13% | −48−0.2% | Reduced |
| Cunning Capital Partners, LP | 31,795 | $1.85M | 1.02% | 00.0% | Unchanged |
| Puzo Michael J | 32,143 | $1.87M | 0.52% | +32,143 | New |
| Savant Capital, LLC | 32,246 | $1.87M | 0.02% | +1,144+3.7% | Added |
| HighPoint Advisor Group LLC | 29,219 | $1.88M | 0.13% | +616+2.2% | Added |
| Blue Square Asset Management, LLC | 32,354 | $1.88M | 1.25% | −2,307−6.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 32,676 | $1.90M | 0.04% | −12,357−27.4% | Reduced |
| Verition Fund Management LLC | 32,842 | $1.91M | 0.02% | +21,894+200.0% | Added |
| Bartlett & Co. Wealth Management LLC | 33,014 | $1.92M | 0.03% | +46+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 33,125 | $1.93M | 0.01% | +7,873+31.2% | Added |
| TD Waterhouse Canada Inc. | 30,703 | $1.93M | 0.01% | +150.0% | Added |
| Williams Jones Wealth Management, LLC. | 33,544 | $1.95M | 0.02% | +35+0.1% | Added |
| New England Research & Management, Inc. | 33,550 | $1.95M | 0.96% | +27,325+439.0% | Added |
| Raymond James Trust N.A. | 33,564 | $1.95M | 0.05% | +180+0.5% | Added |
| Colony Group, LLC | 33,615 | $1.95M | 0.02% | +14,039+71.7% | Added |
| Metropolitan Life Insurance Co | 33,696 | $1.96M | 0.09% | −457−1.3% | Reduced |
| Delta Financial Advisors LLC | 33,780 | $1.96M | 0.78% | +1,383+4.3% | Added |
| South Dakota Investment Council | 33,916 | $1.97M | 0.04% | −1,225−3.5% | Reduced |
| GWM Advisors LLC | 33,943 | $1.97M | 0.02% | +8,512+33.5% | Added |
| Temasek Holdings (Private) Ltd | 33,972 | $1.97M | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 34,071 | $1.98M | 0.02% | −803−2.3% | Reduced |
| Tiaa Trust, National Association | 34,364 | $2.00M | 0.01% | −1,784−4.9% | Reduced |
| E. Ohman J:or Asset Management AB | 34,400 | $2.00M | 0.05% | +2,500+7.8% | Added |
| Metis Global Partners, LLC | 34,623 | $2.01M | 0.07% | −71−0.2% | Reduced |
| Quadrature Capital Ltd | 34,718 | $2.02M | 0.03% | +34,718 | New |
| Whittier Trust Co | 35,002 | $2.03M | 0.03% | −658−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 35,080 | $2.04M | 0.02% | +1,120+3.3% | Added |
| Illinois Municipal Retirement Fund | 35,501 | $2.06M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 35,562 | $2.07M | 0.00% | −869−2.4% | Reduced |
| Hoylecohen, LLC | 35,672 | $2.07M | 0.16% | +2,949+9.0% | Added |
| BKD Wealth Advisors, LLC | 36,124 | $2.10M | 0.05% | +18,548+105.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 36,146 | $2.10M | 0.02% | −248−0.7% | Reduced |
| AXS Investments LLC | 36,712 | $2.13M | 0.51% | +12,671+52.7% | Added |
| Selway Asset Management | 37,067 | $2.15M | 0.86% | +2,190+6.3% | Added |
| Perigon Wealth Management, LLC | 37,114 | $2.16M | 0.07% | +632+1.7% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 38,099 | $2.22M | 0.58% | −18,570−32.8% | Reduced |
| National Asset Management, Inc. | 40,429 | $2.23M | 0.06% | +27,100+203.3% | Added |
| Engineers Gate Manager LP | 38,409 | $2.23M | 0.06% | +24,445+175.1% | Added |
| MAI Capital Management | 38,551 | $2.24M | 0.02% | +9,140+31.1% | Added |
| Trust Co of Vermont | 38,606 | $2.24M | 0.12% | +7,590+24.5% | Added |
| Merit Financial Group, LLC | 36,308 | $2.25M | 0.05% | +4,639+14.6% | Added |