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 |
|---|---|---|---|---|---|
| Gratus Capital LLC | 4,424 | $257.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,428 | $257.4K | 0.02% | −156−3.4% | Reduced |
| Federated Hermes, Inc. | 4,437 | $257.9K | 0.00% | −100−2.2% | Reduced |
| Childress Capital Advisors, LLC | 4,460 | $259.3K | 0.08% | −246−5.2% | Reduced |
| Adirondack Trust Co | 4,478 | $260.3K | 0.11% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,499 | $261.5K | 0.06% | 00.0% | Unchanged |
| Davidson Trust Co | 4,514 | $262.4K | 0.15% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,523 | $262.9K | 0.01% | −2,072−31.4% | Reduced |
| Bath Savings Trust Co | 4,550 | $264.5K | 0.03% | −265−5.5% | Reduced |
| Optimum Investment Advisors | 4,550 | $264.5K | 0.12% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,593 | $267.0K | 0.01% | −80−1.7% | Reduced |
| Crawford Investment Counsel Inc | 4,597 | $267.2K | 0.00% | +940+25.7% | Added |
| Financial Perspectives, Inc | 4,606 | $267.7K | 0.10% | +271+6.3% | Added |
| OneAscent Wealth Management LLC | 4,611 | $268.0K | 0.10% | +4,611 | New |
| Tennessee Valley Asset Management Partners | 4,618 | $268.5K | 0.06% | +13+0.3% | Added |
| Steinberg Asset Management LLC | 4,636 | $269.5K | 0.23% | −84−1.8% | Reduced |
| Sentry LLC | 4,660 | $270.9K | 0.05% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,670 | $271.5K | 0.06% | +875+23.1% | Added |
| Leonteq Securities AG | 4,671 | $271.5K | 0.04% | +1,042+28.7% | Added |
| Cedar Wealth Management, LLC | 4,675 | $271.8K | 0.09% | −1,125−19.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,689 | $272.6K | 0.04% | +6+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 4,694 | $272.9K | 0.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,698 | $273.0K | 0.00% | −55,581−92.2% | Reduced |
| Atlas Private Wealth Management | 4,697 | $273.0K | 0.11% | −135−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 4,457 | $274.1K | 0.02% | −986−18.1% | Reduced |
| Artemis Investment Management LLP | 4,737 | $275.3K | 0.00% | −6,057−56.1% | Reduced |
| Conning Inc. | 4,764 | $276.9K | 0.01% | −290−5.7% | Reduced |
| MSH Capital Advisors LLC | 4,772 | $277.4K | 0.10% | −458−8.8% | Reduced |
| Osborne Partners Capital Management, LLC | 4,804 | $279.3K | 0.02% | −100−2.0% | Reduced |
| GSB Wealth Management, LLC | 4,820 | $280.2K | 0.08% | +494+11.4% | Added |
| TCG Advisory Services, LLC | 4,821 | $280.2K | 0.02% | +4,821 | New |
| AA Financial Advisors, LLC | 4,825 | $280.5K | 0.11% | +4,825 | New |
| Capital Asset Advisory Services LLC | 4,973 | $280.7K | 0.02% | +1,309+35.7% | Added |
| LM Advisors LLC | 4,859 | $282.0K | 0.04% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,860 | $282.5K | 0.01% | −60−1.2% | Reduced |
| Haverford Trust Co | 4,902 | $285.0K | 0.00% | +4,902 | New |
| Wescott Financial Advisory Group, LLC | 4,903 | $285.0K | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,916 | $285.8K | 0.01% | −101−2.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,952 | $287.9K | 0.15% | −371−7.0% | Reduced |
| Western Wealth Management, LLC | 4,955 | $288.0K | 0.02% | −1,450−22.6% | Reduced |
| Thomasville National Bank | 4,955 | $288.0K | 0.02% | −58−1.2% | Reduced |
| Prelude Capital Management, LLC | 4,958 | $288.2K | 0.02% | −1,276−20.5% | Reduced |
| Northeast Investment Management | 4,990 | $290.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,061 | $290.5K | 0.02% | −48−0.9% | Reduced |
| LGT Group Foundation | 5,000 | $290.6K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 5,000 | $290.6K | 0.12% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,061 | $290.7K | 0.02% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,008 | $291.1K | 0.15% | +24+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 5,022 | $292.0K | 0.02% | −1,278−20.3% | Reduced |
| Leavell Investment Management, Inc. | 5,032 | $293.0K | 0.02% | −275−5.2% | Reduced |
| Ted Buchan & Co | 5,070 | $294.7K | 0.18% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 5,075 | $295.0K | 0.05% | +200+4.1% | Added |
| DF Dent & Co Inc | 5,075 | $295.0K | 0.00% | −3−0.1% | Reduced |
| Aveo Capital Partners, LLC | 4,762 | $295.7K | 0.03% | −633−11.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,108 | $296.9K | 0.03% | +87+1.7% | Added |
| La Banque Postale Asset Management SA | 5,123 | $297.8K | 0.01% | −520−9.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,131 | $298.3K | 0.05% | +1,589+44.9% | Added |
| Colonial Trust Co | 5,161 | $300.0K | 0.06% | −337−6.1% | Reduced |
| Shelton Capital Management | 5,165 | $300.2K | 0.01% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 5,165 | $300.3K | 0.22% | +9+0.2% | Added |
| Capital City Trust Co | 5,170 | $300.5K | 0.08% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,172 | $300.7K | 0.02% | +6+0.1% | Added |
| Aigen Investment Management, LP | 5,173 | $300.7K | 0.07% | −19,034−78.6% | Reduced |
| Old Mission Capital LLC | 5,182 | $301.2K | 0.01% | +5,182 | New |
| Kingswood Wealth Advisors, LLC | 5,214 | $303.1K | 0.03% | +426+8.9% | Added |
| New England Capital Financial Advisors LLC | 5,220 | $303.4K | 0.17% | +12+0.2% | Added |
| Pine Valley Investments Ltd Liability Co | 5,241 | $304.7K | 0.02% | +4+0.1% | Added |
| Brighton Jones LLC | 5,246 | $304.9K | 0.01% | +111+2.2% | Added |
| Franklin Street Advisors Inc | 5,271 | $306.0K | 0.02% | −100−1.9% | Reduced |
| West Oak Capital, LLC | 5,275 | $307.0K | 0.13% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,737 | $307.6K | 0.00% | −41−0.7% | Reduced |
| Atlantic Trust, LLC | 5,294 | $307.7K | 0.08% | +598+12.7% | Added |
| Flagship Harbor Advisors, LLC | 5,298 | $308.0K | 0.02% | −619−10.5% | Reduced |
| Cambridge Advisors Inc. | 5,301 | $308.1K | 0.07% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,370 | $308.2K | 0.04% | +5,370 | New |
| Kerntke Otto McGlone Wealth Management Group | 5,321 | $309.3K | 0.30% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,325 | $309.5K | 0.01% | −15−0.3% | Reduced |
| WSFS Capital Management, LLC | 5,339 | $310.4K | 0.02% | −958−15.2% | Reduced |
| Northwest Bancshares, Inc. | 5,349 | $310.9K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,352 | $311.1K | 0.02% | −775−12.6% | Reduced |
| LMCG Investments, LLC | 5,370 | $312.2K | 0.02% | −403−7.0% | Reduced |
| Ostrum Asset Management | 5,376 | $312.5K | 0.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5,380 | $312.7K | 0.11% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,390 | $313.3K | 0.01% | −1,000−15.6% | Reduced |
| Mutual Advisors, LLC | 5,391 | $313.4K | 0.01% | +93+1.8% | Added |
| Warren Averett Asset Management, LLC | 5,396 | $313.7K | 0.01% | +1,593+41.9% | Added |
| Philadelphia Trust Co | 5,402 | $314.0K | 0.03% | −516−8.7% | Reduced |
| Malaga Cove Capital, LLC | 5,406 | $314.3K | 0.13% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,407 | $314.3K | 0.02% | −469−8.0% | Reduced |
| Arrow Financial Corp | 5,410 | $314.5K | 0.03% | −35−0.6% | Reduced |
| Meridian Investment Counsel Inc. | 5,417 | $314.9K | 0.10% | −333−5.8% | Reduced |
| Journey Advisory Group, LLC | 5,440 | $316.2K | 0.04% | −400−6.8% | Reduced |
| Heritage Trust Co | 5,442 | $316.3K | 0.04% | −130−2.3% | Reduced |
| Anchor Investment Management, LLC | 5,455 | $317.1K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,472 | $318.1K | 0.05% | −437−7.4% | Reduced |
| HCR Wealth Advisors | 5,476 | $318.3K | 0.05% | +2,002+57.6% | Added |
| Dumont & Blake Investment Advisors LLC | 5,481 | $318.6K | 0.09% | +10+0.2% | Added |
| Peddock Capital Advisors, LLC | 5,506 | $320.1K | 0.08% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,808 | $320.3K | 0.01% | −140−2.4% | Reduced |
| Essex Savings Bank | 5,593 | $321.3K | 0.09% | 00.0% | Unchanged |