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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 3,249 | $199.8K | 0.04% | −315−8.8% | Reduced |
| Affinity Investment Advisors, LLC | 3,444 | $200.2K | 0.15% | +3,444 | New |
| Signature Wealth Management Partners, LLC | 3,450 | $200.5K | 0.16% | +3,450 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,467 | $202.0K | 0.08% | −67−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,480 | $202.3K | 0.01% | −107−3.0% | Reduced |
| Strategic Advisors LLC | 3,483 | $202.4K | 0.04% | −716−17.1% | Reduced |
| Transcend Wealth Collective, LLC | 3,486 | $202.7K | 0.02% | −263−7.0% | Reduced |
| Parkside Financial Bank & Trust | 3,488 | $202.8K | 0.03% | +238+7.3% | Added |
| Eudaimonia Partners, LLC | 3,492 | $203.0K | 0.05% | 00.0% | Unchanged |
| Embree Financial Group | 3,495 | $203.1K | 0.04% | +3+0.1% | Added |
| MONECO Advisors, LLC | 3,508 | $203.9K | 0.03% | +3,508 | New |
| Independent Wealth Network Inc. | 3,510 | $204.0K | 0.10% | −398−10.2% | Reduced |
| Radnor Capital Management, LLC | 3,522 | $205.0K | 0.03% | −1,100−23.8% | Reduced |
| Acropolis Investment Management, LLC | 3,528 | $205.1K | 0.01% | −390−10.0% | Reduced |
| Five Oceans Advisors | 3,552 | $206.5K | 0.11% | +4+0.1% | Added |
| Texas Yale Capital Corp. | 3,568 | $207.4K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 3,572 | $207.6K | 0.01% | +3,572 | New |
| Ameritas Advisory Services, LLC | 3,522 | $207.9K | 0.01% | +3,522 | New |
| Revisor Wealth Management LLC | 3,616 | $209.0K | 0.09% | +3,616 | New |
| Moody Lynn & Lieberson, LLC | 3,598 | $209.2K | 0.01% | 00.0% | Unchanged |
| Ewa, LLC | 3,196 | $209.4K | 0.09% | +3,196 | New |
| Equitable Trust Co | 3,632 | $211.1K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,640 | $211.6K | 0.01% | −531−12.7% | Reduced |
| Chicago Trust Co NA | 3,670 | $213.3K | 0.04% | +49+1.4% | Added |
| Kornitzer Capital Management Inc | 3,671 | $213.4K | 0.00% | −22−0.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,674 | $213.6K | 0.02% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,700 | $215.1K | 0.02% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 3,707 | $215.5K | 0.08% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,714 | $215.9K | 0.02% | +3,714 | New |
| Grove Bank & Trust | 3,716 | $216.0K | 0.04% | −35−0.9% | Reduced |
| Sandy Spring Bank | 3,735 | $217.1K | 0.01% | −2,390−39.0% | Reduced |
| First Bank & Trust | 3,740 | $217.4K | 0.04% | +142+3.9% | Added |
| CPA Asset Management LLC | 3,740 | $217.4K | 0.12% | 00.0% | Unchanged |
| TFC Financial Management | 3,742 | $217.5K | 0.04% | +4+0.1% | Added |
| Ironwood Investment Counsel, LLC | 3,744 | $217.7K | 0.04% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 3,752 | $218.1K | 0.17% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 3,758 | $218.5K | 0.10% | +3,758 | New |
| Aries Wealth Management | 3,760 | $218.6K | 0.07% | 00.0% | Unchanged |
| Marathon Capital Management | 3,767 | $219.0K | 0.05% | +7+0.2% | Added |
| Stevens Capital Management LP | 3,763 | $219.0K | 0.04% | −1,758−31.8% | Reduced |
| Premier Path Wealth Partners, LLC | 3,769 | $219.1K | 0.04% | −453−10.7% | Reduced |
| Todd Asset Management LLC | 3,785 | $220.0K | 0.00% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,801 | $221.0K | 0.01% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 4,009 | $221.1K | 0.03% | +5+0.1% | Added |
| Northstar Asset Management LLC | 3,807 | $221.3K | 0.05% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,817 | $221.9K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,809 | $222.0K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,824 | $222.3K | 0.04% | −58−1.5% | Reduced |
| Angeles Wealth Management, LLC | 3,838 | $223.1K | 0.02% | −315−7.6% | Reduced |
| Breed's Hill Capital LLC | 3,844 | $223.5K | 0.21% | +10+0.3% | Added |
| Formidable Asset Management, LLC | 3,855 | $224.1K | 0.04% | −261−6.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,867 | $224.8K | 0.09% | −299−7.2% | Reduced |
| Ellevest, Inc. | 3,890 | $226.1K | 0.01% | +144+3.8% | Added |
| Broadwater Capital Management LLC | 3,894 | $226.4K | 0.17% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 3,898 | $226.6K | 0.02% | +3,898 | New |
| Equitable Holdings, Inc. | 3,948 | $229.5K | 0.00% | −466−10.6% | Reduced |
| PDS Planning, Inc | 3,954 | $229.8K | 0.02% | +299+8.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,020 | $232.0K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,002 | $232.6K | 0.00% | −195−4.6% | Reduced |
| InTrack Investment Management Inc | 4,005 | $232.8K | 0.17% | −9,200−69.7% | Reduced |
| Canton Hathaway, LLC | 4,000 | $233.0K | 0.06% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,013 | $233.3K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,013 | $233.3K | 0.06% | +4,013 | New |
| Transform Wealth, LLC | 4,016 | $233.5K | 0.02% | −117−2.8% | Reduced |
| D'Orazio & Associates, Inc. | 4,044 | $235.1K | 0.04% | −56−1.4% | Reduced |
| Norden Group LLC | 4,048 | $235.3K | 0.05% | +4,048 | New |
| Berkshire Money Management, Inc. | 4,064 | $236.2K | 0.03% | +4,064 | New |
| Trust Point Inc. | 4,067 | $236.4K | 0.02% | −108−2.6% | Reduced |
| Investment House LLC | 4,075 | $236.9K | 0.01% | −1,650−28.8% | Reduced |
| Mairs & Power Inc | 4,075 | $236.9K | 0.00% | +115+2.9% | Added |
| Scientech Research LLC | 4,116 | $239.3K | 0.13% | +4,116 | New |
| Two Sigma Securities, LLC | 4,124 | $239.7K | 0.01% | +226+5.8% | Added |
| Global Retirement Partners, LLC | 4,164 | $242.0K | 0.01% | +67+1.6% | Added |
| First Financial Corp | 4,184 | $243.2K | 0.12% | −514−10.9% | Reduced |
| Hall Capital Management Co Inc | 4,200 | $244.1K | 0.12% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,204 | $244.4K | 0.01% | −183−4.2% | Reduced |
| Buckingham Strategic Partners | 4,211 | $244.8K | 0.01% | +4,211 | New |
| Pavion Blue Capital, LLC | 4,219 | $245.3K | 0.12% | −97−2.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,221 | $245.4K | 0.04% | −28−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 4,224 | $245.5K | 0.07% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 4,228 | $245.8K | 0.09% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,228 | $245.8K | 0.01% | +169+4.2% | Added |
| Northwest Financial Advisors | 4,249 | $247.0K | 0.27% | +13+0.3% | Added |
| KG&L Capital Management,LLC | 4,286 | $248.9K | 0.10% | −50−1.2% | Reduced |
| Keel Point, LLC | 4,283 | $249.0K | 0.03% | +435+11.3% | Added |
| First Affirmative Financial Network | 4,314 | $250.8K | 0.18% | +254+6.3% | Added |
| Cape Cod Five Cents Savings Bank | 4,316 | $250.9K | 0.02% | −73−1.7% | Reduced |
| Wilkins Investment Counsel Inc | 4,327 | $251.5K | 0.04% | +4,327 | New |
| Balentine LLC | 4,332 | $251.8K | 0.01% | −426−9.0% | Reduced |
| Catalina Capital Group, LLC | 4,341 | $252.3K | 0.11% | +4,341 | New |
| Sheets Smith Wealth Management | 4,342 | $252.4K | 0.03% | +550+14.5% | Added |
| Grandfield & Dodd, LLC | 4,356 | $253.2K | 0.02% | −60−1.4% | Reduced |
| Legacy Bridge, LLC | 4,363 | $253.6K | 0.15% | −166−3.7% | Reduced |
| Manchester Capital Management LLC | 4,385 | $254.9K | 0.03% | +180+4.3% | Added |
| Riggs Asset Managment Co. Inc. | 4,399 | $255.7K | 0.07% | −1,000−18.5% | Reduced |
| Aberdeen Wealth Management LLC | 4,400 | $255.8K | 0.15% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,400 | $255.8K | 0.02% | +4,400 | New |
| Montis Financial, LLC | 4,401 | $255.8K | 0.12% | −130−2.9% | Reduced |
| Congress Wealth Management LLC | 4,401 | $255.8K | 0.00% | −1,236−21.9% | Reduced |
| Sentry Investment Management LLC | 4,405 | $256.0K | 0.10% | 00.0% | Unchanged |