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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1,119 | $64.5K | 0.01% | +972+661.2% | Added |
| Union Savings Bank | 1,124 | $65.3K | 0.03% | −50−4.3% | Reduced |
| Birchbrook, Inc. | 1,125 | $65.4K | 0.04% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,137 | $66.1K | 0.02% | +22+2.0% | Added |
| Beacon Capital Management, LLC | 1,155 | $67.1K | 0.01% | −83−6.7% | Reduced |
| Paladin Advisory Group, LLC | 1,184 | $68.0K | 0.05% | −108−8.4% | Reduced |
| Riverview Trust Co | 1,177 | $68.4K | 0.05% | +1,177 | New |
| Independence Bank of Kentucky | 1,181 | $68.7K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,185 | $68.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,192 | $69.3K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,215 | $70.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,221 | $71.0K | 0.00% | −1,757−59.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,263 | $73.4K | 0.02% | −21−1.6% | Reduced |
| Heritage Wealth Advisors | 1,300 | $75.6K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,300 | $75.6K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,320 | $76.0K | 0.01% | −287−17.9% | Reduced |
| Missouri Trust & Investment Co | 1,323 | $76.9K | 0.03% | −500−27.4% | Reduced |
| Planning Capital Management Corp | 1,340 | $77.9K | 0.06% | 00.0% | Unchanged |
| First Community Trust NA | 1,350 | $78.5K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,352 | $78.6K | 0.02% | −100−6.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,365 | $79.3K | 0.03% | +158+13.1% | Added |
| Center for Financial Planning, Inc. | 1,382 | $80.3K | 0.01% | −451−24.6% | Reduced |
| M&R Capital Management Inc | 1,405 | $81.7K | 0.02% | 00.0% | Unchanged |
| Oakmont Corp | 1,413 | $82.1K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,425 | $82.8K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $83.2K | 0.05% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,456 | $83.6K | 0.06% | +1,456 | New |
| Chilton Capital Management LLC | 1,454 | $84.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,465 | $85.1K | 0.04% | −300−17.0% | Reduced |
| Highlander Capital Management, LLC | 1,473 | $85.6K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,492 | $86.7K | 0.00% | +1,492 | New |
| Pacifica Partners Inc. | 1,533 | $87.9K | 0.04% | +37+2.5% | Added |
| Continuum Advisory, LLC | 1,377 | $89.8K | 0.01% | +1,377 | New |
| Carolinas Wealth Consulting LLC | 1,592 | $92.6K | 0.02% | −3,529−68.9% | Reduced |
| Palisade Asset Management, LLC | 1,610 | $93.6K | 0.01% | +1,610 | New |
| State of Wyoming | 1,658 | $96.4K | 0.02% | −4,074−71.1% | Reduced |
| First United Bank Trust | 1,665 | $96.8K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,671 | $97.1K | 0.01% | +1,671 | New |
| RFP Financial Group LLC | 1,689 | $98.2K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,696 | $98.6K | 0.02% | +9+0.5% | Added |
| Hilltop National Bank | 1,697 | $98.6K | 0.03% | +1,697 | New |
| 1832 Asset Management L.P. | 1,723 | $100.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,753 | $101.9K | 0.01% | +20+1.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,769 | $102.9K | 0.04% | +4+0.2% | Added |
| Old Second National Bank of Aurora | 1,800 | $104.6K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,817 | $105.6K | 0.01% | +444+32.3% | Added |
| Princeton Global Asset Management LLC | 1,881 | $109.3K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,895 | $110.2K | 0.01% | −114−5.7% | Reduced |
| Creative Capital Management Investments LLC | 1,895 | $110.2K | 0.06% | 00.0% | Unchanged |
| CKW Financial Group | 1,951 | $112.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,945 | $113.1K | 0.02% | −7−0.4% | Reduced |
| Clean Yield Group | 1,962 | $114.1K | 0.04% | −262−11.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,965 | $114.2K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,975 | $114.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,964 | $115.0K | 0.01% | +10+0.5% | Added |
| Wellington Shields & Co., LLC | 2,000 | $116.3K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,050 | $119.2K | 0.06% | +2,050 | New |
| Duncker Streett & Co Inc | 2,075 | $120.6K | 0.02% | +4+0.2% | Added |
| Ulland Investment Advisors, LLC | 2,084 | $121.0K | 0.10% | −60−2.8% | Reduced |
| Blue Chip Partners, Inc. | 2,088 | $121.4K | 0.01% | +40+2.0% | Added |
| American National Bank | 2,090 | $121.5K | 0.02% | +1,096+110.3% | Added |
| Richardson Capital Management LLC | 2,098 | $122.0K | 0.10% | +7+0.3% | Added |
| First Command Advisory Services, Inc. | 2,178 | $126.6K | 0.00% | −61−2.7% | Reduced |
| City State Bank | 2,208 | $128.0K | 0.06% | −119−5.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,207 | $128.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,209 | $129.0K | 0.08% | +604+37.6% | Added |
| Bangor Savings Bank | 2,225 | $129.3K | 0.01% | −550−19.8% | Reduced |
| Gables Capital Management Inc. | 2,250 | $130.8K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,271 | $132.0K | 0.08% | +10.0% | Added |
| Capital Advisors, Ltd. LLC | 2,273 | $132.0K | 0.02% | +15+0.7% | Added |
| Monetary Management Group Inc | 2,275 | $132.2K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,277 | $132.4K | 0.02% | +9+0.4% | Added |
| Eagle Bay Advisors LLC | 2,288 | $133.0K | 0.08% | −2−0.1% | Reduced |
| Strengthening Families & Communities, LLC | 2,376 | $138.0K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 2,375 | $138.1K | 0.01% | −176−6.9% | Reduced |
| Hanson & Doremus Investment Management | 2,422 | $141.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,504 | $145.6K | 0.02% | +2,504 | New |
| Stephenson National Bank & Trust | 2,523 | $146.7K | 0.05% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 2,528 | $146.9K | 0.10% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,600 | $151.1K | 0.07% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,605 | $151.4K | 0.04% | +105+4.2% | Added |
| Mendota Financial Group, LLC | 2,644 | $153.7K | 0.09% | −120−4.3% | Reduced |
| Geneos Wealth Management Inc. | 2,694 | $156.6K | 0.01% | +244+10.0% | Added |
| FinTrust Capital Advisors, LLC | 2,697 | $156.8K | 0.03% | +40+1.5% | Added |
| Logan Capital Management Inc | 2,704 | $157.2K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2,810 | $163.3K | 0.17% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,863 | $166.4K | 0.10% | +400+16.2% | Added |
| Deseret Mutual Benefit Administrators | 2,876 | $167.2K | 0.08% | −58−2.0% | Reduced |
| Fernwood Investment Management, LLC | 2,910 | $169.2K | 0.05% | +2,910 | New |
| JFS Wealth Advisors, LLC | 2,917 | $169.5K | 0.01% | +3+0.1% | Added |
| Harbor Investment Advisory, LLC | 2,920 | $169.7K | 0.02% | −108−3.6% | Reduced |
| Bank of New Hampshire | 2,962 | $172.2K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,042 | $176.8K | 0.09% | +10+0.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 3,083 | $179.2K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,123 | $181.6K | 0.02% | −54−1.7% | Reduced |
| Massmutual Trust Co FSB | 3,124 | $181.6K | 0.01% | +288+10.2% | Added |
| nVerses Capital, LLC | 3,200 | $186.0K | 0.45% | +3,200 | New |
| Addison Advisors LLC | 3,258 | $189.4K | 0.07% | −41−1.2% | Reduced |
| SYSTM Wealth Solutions LLC | 3,426 | $199.2K | 0.03% | +2+0.1% | Added |
| BKM Wealth Management, LLC | 3,433 | $199.6K | 0.09% | −100−2.8% | Reduced |