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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 5,555 | $322.9K | 0.03% | +163+3.0% | Added |
| Ancora Advisors, LLC | 5,571 | $323.9K | 0.01% | +10.0% | Added |
| Washington Trust Advisors, Inc. | 5,579 | $324.3K | 0.03% | −900−13.9% | Reduced |
| Howland Capital Management LLC | 5,596 | $325.3K | 0.02% | +5,596 | New |
| Tyche Wealth Partners LLC | 5,608 | $326.0K | 0.08% | −124−2.2% | Reduced |
| Eqis Capital Management, Inc. | 5,609 | $326.1K | 0.03% | −1,832−24.6% | Reduced |
| New Hampshire Trust | 5,619 | $326.6K | 0.08% | −347−5.8% | Reduced |
| Hilltop Holdings Inc. | 5,638 | $327.7K | 0.04% | +447+8.6% | Added |
| Sapient Capital LLC | 5,642 | $328.0K | 0.01% | −16−0.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,657 | $328.9K | 0.02% | +4,379+342.6% | Added |
| 9258 Wealth Management, LLC | 5,672 | $329.7K | 0.05% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,681 | $330.2K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,683 | $330.3K | 0.01% | +715+14.4% | Added |
| Atom Investors LP | 5,721 | $332.6K | 0.04% | +5,721 | New |
| Douglas Lane & Associates, LLC | 5,745 | $334.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,779 | $335.9K | 0.01% | +749+14.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,780 | $336.0K | 0.01% | −533−8.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,800 | $337.2K | 0.00% | +5,800 | New |
| Freedom Day Solutions, LLC | 5,835 | $339.2K | 0.12% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,837 | $339.3K | 0.01% | −102−1.7% | Reduced |
| Miller Investment Management, LP | 5,840 | $339.5K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,840 | $339.5K | 0.00% | +1,495+34.4% | Added |
| Pinnacle Financial Partners Inc | 5,847 | $339.9K | 0.01% | +66+1.1% | Added |
| KRS Capital Management, LLC | 5,869 | $341.2K | 0.28% | +39+0.7% | Added |
| Covenant Asset Management, LLC | 5,900 | $343.0K | 0.08% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 5,902 | $343.1K | 0.02% | +400+7.3% | Added |
| Garden State Investment Advisory Services LLC | 5,922 | $345.0K | 0.13% | +76+1.3% | Added |
| Court Place Advisors, LLC | 5,984 | $347.9K | 0.11% | −723−10.8% | Reduced |
| Systematic Financial Management LP | 6,000 | $348.8K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $348.8K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $348.8K | 0.09% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 6,026 | $350.3K | 0.00% | +6,026 | New |
| S.A. Mason LLC | 6,030 | $350.5K | 0.21% | +10.0% | Added |
| Woodmont Investment Counsel LLC | 6,052 | $351.8K | 0.03% | +112+1.9% | Added |
| Naples Global Advisors, LLC | 6,110 | $355.2K | 0.04% | +325+5.6% | Added |
| Foundations Investment Advisors, LLC | 6,132 | $356.4K | 0.01% | −744−10.8% | Reduced |
| Center For Asset Management LLC | 6,145 | $357.2K | 0.29% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 6,155 | $357.8K | 0.00% | +699+12.8% | Added |
| Institute for Wealth Management, LLC. | 6,166 | $358.5K | 0.05% | −450−6.8% | Reduced |
| Forbes J M & Co LLP | 6,175 | $359.0K | 0.04% | −205−3.2% | Reduced |
| Morningstar Investment Management LLC | 6,195 | $360.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,197 | $360.2K | 0.03% | −678−9.9% | Reduced |
| Clear Harbor Asset Management, LLC | 6,199 | $360.3K | 0.03% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,209 | $360.9K | 0.23% | −7−0.1% | Reduced |
| Precision Wealth Strategies, LLC | 6,217 | $361.4K | 0.34% | −24−0.4% | Reduced |
| Rothschild Investment LLC | 6,237 | $362.6K | 0.03% | +45+0.7% | Added |
| Gillespie Robinson & Grimm Inc | 6,269 | $364.4K | 0.03% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 6,291 | $365.7K | 0.13% | +123+2.0% | Added |
| Tiemann Investment Advisors, LLC | 6,296 | $366.0K | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 6,298 | $366.1K | 0.01% | +109+1.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,311 | $366.9K | 0.09% | −88−1.4% | Reduced |
| First National Trust Co | 6,324 | $367.6K | 0.01% | −130−2.0% | Reduced |
| MEMBERS Trust Co | 6,332 | $368.1K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,341 | $369.0K | 0.02% | −113−1.8% | Reduced |
| Institutional & Family Asset Management, LLC | 6,359 | $369.7K | 0.06% | 00.0% | Unchanged |
| Bailard, Inc. | 6,374 | $370.5K | 0.01% | +7+0.1% | Added |
| Forum Financial Management, LP | 6,384 | $371.1K | 0.01% | −910−12.5% | Reduced |
| Spirepoint Private Client, LLC | 6,412 | $372.7K | 0.06% | +6,412 | New |
| Mission Wealth Management, LP | 6,501 | $377.9K | 0.01% | +564+9.5% | Added |
| Rathbone Brothers plc | 6,510 | $378.4K | 0.00% | −550−7.8% | Reduced |
| TCTC Holdings, LLC | 6,516 | $378.8K | 0.01% | −484−6.9% | Reduced |
| General Partner, Inc. | 6,520 | $379.0K | 0.24% | +520+8.7% | Added |
| Colonial Trust Advisors | 6,538 | $380.1K | 0.04% | +101+1.6% | Added |
| Diversify Advisory Services, LLC | 6,670 | $382.9K | 0.02% | +6,670 | New |
| McDonald Partners LLC | 6,604 | $383.9K | 0.11% | −270−3.9% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,609 | $384.2K | 0.37% | −4−0.1% | Reduced |
| Founders Financial Alliance, LLC | 6,617 | $384.6K | 0.12% | +1,358+25.8% | Added |
| St Germain D J Co Inc | 6,637 | $385.8K | 0.02% | −58−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 6,650 | $386.6K | 0.07% | −275−4.0% | Reduced |
| Argent Capital Management LLC | 6,660 | $387.1K | 0.01% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 6,660 | $387.2K | 0.25% | −34−0.5% | Reduced |
| Proficio Capital Partners LLC | 6,690 | $388.9K | 0.04% | +71+1.1% | Added |
| Americana Partners, LLC | 6,701 | $389.5K | 0.03% | −360−5.1% | Reduced |
| Athena Investment Management | 6,718 | $390.5K | 0.23% | 00.0% | Unchanged |
| Old National Bancorp | 6,764 | $393.2K | 0.01% | −257−3.7% | Reduced |
| Syon Capital LLC | 6,767 | $393.3K | 0.04% | +139+2.1% | Added |
| Farmers National Bank | 6,790 | $394.7K | 0.12% | −52−0.8% | Reduced |
| Oppenheimer Asset Management Inc. | 6,821 | $396.5K | 0.01% | −2,290−25.1% | Reduced |
| Bell Investment Advisors, Inc | 6,841 | $397.7K | 0.08% | +10+0.1% | Added |
| Wealthcare Advisory Partners LLC | 6,847 | $398.0K | 0.01% | +1,088+18.9% | Added |
| AE Wealth Management LLC | 6,911 | $401.7K | 0.00% | −13,448−66.1% | Reduced |
| Donaldson Capital Management, LLC | 6,948 | $403.9K | 0.02% | −736−9.6% | Reduced |
| Rodgers Brothers Inc. | 7,005 | $407.2K | 0.06% | +552+8.6% | Added |
| Asset Dedication, LLC | 7,012 | $408.0K | 0.03% | −36−0.5% | Reduced |
| MJP Associates Inc | 7,046 | $409.6K | 0.09% | +287+4.2% | Added |
| Enterprise Financial Services Corp | 7,052 | $409.9K | 0.25% | +35+0.5% | Added |
| Ransom Advisory, Ltd | 7,079 | $411.5K | 0.22% | +7,079 | New |
| Marco Investment Management LLC | 7,081 | $411.6K | 0.04% | −219−3.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,098 | $412.6K | 0.03% | +2,000+39.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,104 | $412.9K | 0.07% | −26−0.4% | Reduced |
| South State Corp. | 7,179 | $417.3K | 0.03% | −281−3.8% | Reduced |
| Mather Group, LLC. | 7,287 | $418.6K | 0.01% | −373−4.9% | Reduced |
| AlphaCore Capital LLC | 7,241 | $420.9K | 0.11% | +511+7.6% | Added |
| Azimuth Capital Investment Management LLC | 7,250 | $421.4K | 0.02% | −130−1.8% | Reduced |
| Aptus Capital Advisors, LLC | 7,276 | $423.0K | 0.01% | +860+13.4% | Added |
| Cedar Brook Financial Partners, LLC | 7,340 | $426.7K | 0.08% | +17+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,350 | $427.3K | 0.26% | +7,350 | New |
| LVW Advisors, LLC | 7,362 | $428.0K | 0.07% | +694+10.4% | Added |
| Symmetry Partners, LLC | 7,362 | $428.0K | 0.03% | 00.0% | Unchanged |
| Fruth Investment Management | 7,381 | $429.0K | 0.11% | 00.0% | Unchanged |