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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 273 | $15.8K | 0.00% | −60−18.0% | Reduced |
| GW&K Investment Management, LLC | 276 | $16.0K | 0.00% | +2+0.7% | Added |
| FSC Wealth Advisors, LLC | 288 | $16.7K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 291 | $16.8K | 0.00% | +171+142.5% | Added |
| Annapolis Financial Services, LLC | 300 | $17.4K | 0.01% | −18−5.7% | Reduced |
| Denali Advisors LLC | 300 | $17.4K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $17.4K | 0.01% | 00.0% | Unchanged |
| Natixis | 320 | $18.6K | 0.00% | −71,160−99.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 335 | $19.5K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 346 | $20.1K | 0.01% | +1+0.3% | Added |
| SJS Investment Consulting Inc. | 346 | $20.1K | 0.00% | −7−2.0% | Reduced |
| Twin Lakes Capital Management, LLC | 347 | $20.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 348 | $20.2K | 0.01% | +348 | New |
| Tortoise Investment Management, LLC | 350 | $20.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 352 | $20.5K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 353 | $20.5K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 360 | $20.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 376 | $21.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 385 | $22.4K | 0.00% | +10+2.7% | Added |
| Frazier Financial Advisors, LLC | 397 | $23.1K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 401 | $23.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $23.4K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 423 | $24.6K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 430 | $25.0K | 0.01% | +120+38.7% | Added |
| Briaud Financial Planning, Inc | 415 | $25.0K | 0.01% | +415 | New |
| DiNuzzo Private Wealth, Inc. | 443 | $25.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 445 | $25.9K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 446 | $25.9K | 0.00% | +446 | New |
| McClarren Financial Advisors, Inc. | 436 | $26.0K | 0.02% | +1+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 460 | $26.7K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $26.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 481 | $28.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 486 | $28.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 491 | $28.5K | 0.01% | −42−7.9% | Reduced |
| Osterweis Capital Management Inc | 500 | $29.1K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 500 | $29.1K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 502 | $29.2K | 0.01% | +442+736.7% | Added |
| Sound Income Strategies, LLC | 522 | $30.3K | 0.00% | −7−1.3% | Reduced |
| Boit C F David | 500 | $30.6K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 526 | $30.6K | 0.01% | +25+5.0% | Added |
| American Capital Advisory, LLC | 674 | $30.8K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 532 | $30.9K | 0.01% | +2+0.4% | Added |
| Hantz Financial Services, Inc. | 552 | $32.0K | 0.00% | −56−9.2% | Reduced |
| Castleview Partners, LLC | 551 | $32.0K | 0.02% | +2+0.4% | Added |
| Valley National Advisers Inc | 580 | $33.0K | 0.00% | −125−17.7% | Reduced |
| Nemes Rush Group LLC | 575 | $33.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 582 | $33.8K | 0.02% | +582 | New |
| West Branch Capital LLC | 590 | $34.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 596 | $34.6K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 600 | $34.9K | 0.01% | −72−10.7% | Reduced |
| United Community Bank | 600 | $34.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 603 | $35.0K | 0.02% | +587+3,668.8% | Added |
| Tompkins Financial Corp | 619 | $36.0K | 0.00% | +112+22.1% | Added |
| Caitlin John, LLC | 625 | $36.3K | 0.03% | +2+0.3% | Added |
| J.Safra Asset Management Corp | 634 | $36.9K | 0.00% | +555+702.5% | Added |
| Rosenberg Matthew Hamilton | 643 | $36.9K | 0.01% | −2−0.3% | Reduced |
| Impact Partnership Wealth, LLC | 635 | $36.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 636 | $37.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 647 | $37.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 658 | $38.3K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 661 | $38.4K | 0.03% | +661 | New |
| CGC Financial Services, LLC | 685 | $39.8K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 690 | $40.1K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $40.7K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 700 | $40.7K | 0.02% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 703 | $40.9K | 0.03% | +703 | New |
| Creekmur Asset Management LLC | 712 | $41.4K | 0.01% | +11+1.6% | Added |
| Larson Financial Group LLC | 718 | $41.7K | 0.00% | +201+38.9% | Added |
| Pathway Financial Advisers, LLC | 726 | $42.2K | 0.02% | +2+0.3% | Added |
| Ramirez Asset Management, Inc. | 730 | $42.4K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 741 | $43.1K | 0.01% | −234−24.0% | Reduced |
| Optiver Holding B.V. | 743 | $43.2K | 0.00% | +743 | New |
| NVWM, LLC | 744 | $43.2K | 0.01% | −339−31.3% | Reduced |
| Chesapeake Asset Management LLC | 750 | $43.6K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $43.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 763 | $44.4K | 0.02% | −359−32.0% | Reduced |
| Costello Asset Management, INC | 775 | $45.1K | 0.03% | −325−29.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 778 | $45.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 787 | $45.7K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 799 | $46.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 800 | $46.5K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 800 | $47.0K | 0.00% | 00.0% | Unchanged |
| Motco | 832 | $48.4K | 0.00% | +97+13.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 833 | $48.5K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 788 | $48.9K | 0.02% | +20+2.6% | Added |
| Hexagon Capital Partners LLC | 860 | $50.0K | 0.01% | −91−9.6% | Reduced |
| Indiana Trust & Investment Management CO | 880 | $51.2K | 0.02% | −100−10.2% | Reduced |
| Armstrong Advisory Group, Inc | 896 | $51.5K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 890 | $51.7K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 898 | $52.2K | 0.00% | +868+2,893.3% | Added |
| CNB Bank | 903 | $52.5K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 903 | $52.5K | 0.01% | +150+19.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 909 | $52.8K | 0.02% | 00.0% | Unchanged |
| Ossiam | 965 | $56.1K | 0.00% | −7,451−88.5% | Reduced |
| Compagnie Lombard Odier SCmA | 975 | $56.7K | 0.00% | −11,926−92.4% | Reduced |
| Cape Investment Advisory, Inc. | 1,000 | $58.1K | 0.03% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 1,000 | $58.1K | 0.09% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,028 | $59.8K | 0.02% | +113+12.3% | Added |
| Field & Main Bank | 1,085 | $63.1K | 0.02% | −200−15.6% | Reduced |