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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 7,453 | $433.2K | 0.38% | −47−0.6% | Reduced |
| Farmers Trust Co | 7,472 | $434.3K | 0.09% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 7,489 | $435.0K | 0.05% | +7,489 | New |
| TFG Advisers LLC | 7,500 | $436.0K | 0.17% | +521+7.5% | Added |
| Proffitt & Goodson Inc | 7,502 | $436.1K | 0.08% | +42+0.6% | Added |
| Principal Securities, Inc. | 7,517 | $437.0K | 0.01% | +805+12.0% | Added |
| Financial Advisory Group | 7,562 | $439.6K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 7,600 | $441.8K | 0.19% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,627 | $443.4K | 0.02% | +988+14.9% | Added |
| First Western Trust Bank | 7,642 | $444.2K | 0.02% | −75−1.0% | Reduced |
| NTV Asset Management LLC | 7,643 | $444.3K | 0.07% | +324+4.4% | Added |
| Dynamic Advisor Solutions LLC | 7,660 | $445.3K | 0.02% | +84+1.1% | Added |
| Montecito Bank & Trust | 7,662 | $445.4K | 0.09% | −256−3.2% | Reduced |
| AlTi Global, Inc. | 7,746 | $450.3K | 0.01% | +3,119+67.4% | Added |
| First Horizon Advisors, Inc. | 7,779 | $452.2K | 0.01% | +391+5.3% | Added |
| Sherbrooke Park Advisers LLC | 7,780 | $452.3K | 0.09% | −4,760−38.0% | Reduced |
| Washington Trust Co | 7,790 | $452.8K | 0.02% | −115−1.5% | Reduced |
| Triangle Securities Wealth Management | 7,800 | $453.4K | 0.13% | −40−0.5% | Reduced |
| Atwood & Palmer Inc | 7,807 | $453.8K | 0.03% | +57+0.7% | Added |
| Westpac Banking Corp | 7,814 | $454.2K | 0.03% | −8−0.1% | Reduced |
| Keynote Financial Services LLC | 7,815 | $454.3K | 0.38% | +7,815 | New |
| Invesco, LLC | 7,901 | $459.3K | 0.20% | −262−3.2% | Reduced |
| Manning & Napier Group, LLC | 7,930 | $460.0K | 0.01% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 7,915 | $460.1K | 0.09% | +220+2.9% | Added |
| Fidelis Capital Partners, LLC | 7,917 | $460.2K | 0.07% | −118−1.5% | Reduced |
| Ontario Teachers Pension Plan Board | 7,986 | $464.2K | 0.00% | −33,990−81.0% | Reduced |
| Glaxis Capital Management, LLC | 8,000 | $465.0K | 0.87% | +8,000 | New |
| Rockland Trust Co | 8,008 | $465.5K | 0.02% | −49−0.6% | Reduced |
| Sunbelt Securities, Inc. | 8,033 | $467.0K | 0.05% | +182+2.3% | Added |
| Exencial Wealth Advisors, LLC | 8,041 | $467.4K | 0.02% | +218+2.8% | Added |
| Waldron Private Wealth LLC | 8,055 | $468.2K | 0.02% | +131+1.7% | Added |
| Coldstream Capital Management Inc | 8,067 | $468.9K | 0.01% | −145−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 8,074 | $469.4K | 0.05% | +43+0.5% | Added |
| PFG Investments, LLC | 8,138 | $473.1K | 0.03% | +4,086+100.8% | Added |
| Stonebridge Capital Advisors LLC | 8,147 | $473.6K | 0.04% | +8,147 | New |
| Wellington Management Group LLP | 8,167 | $474.7K | 0.00% | −26,293−76.3% | Reduced |
| Financial Counselors Inc | 8,196 | $476.4K | 0.01% | +409+5.3% | Added |
| Resources Management Corp | 8,228 | $478.0K | 0.07% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 8,223 | $478.0K | 0.30% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 8,285 | $481.6K | 0.14% | 00.0% | Unchanged |
| CX Institutional | 8,382 | $487.3K | 0.02% | +21+0.3% | Added |
| TD Private Client Wealth LLC | 8,432 | $490.2K | 0.02% | −209−2.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,449 | $491.2K | 0.05% | −583−6.5% | Reduced |
| Angeles Investment Advisors, LLC | 8,468 | $492.2K | 0.03% | +237+2.9% | Added |
| David Loasby | 8,484 | $493.0K | 0.05% | −815−8.8% | Reduced |
| Riverwater Partners LLC | 8,509 | $494.6K | 0.36% | −270−3.1% | Reduced |
| Basepoint Wealth LLC | 8,515 | $495.0K | 0.37% | +2,355+38.2% | Added |
| Page Arthur B | 8,535 | $496.1K | 0.51% | +8,535 | New |
| Drexel Morgan & Co. | 8,578 | $498.6K | 0.10% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $499.9K | 0.16% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,658 | $503.3K | 0.01% | −471−5.2% | Reduced |
| Tucker Asset Management LLC | 8,673 | $504.2K | 0.12% | −106−1.2% | Reduced |
| Systematic Portfolios LLC | 8,677 | $504.4K | 1.73% | +8,677 | New |
| 1st Source Bank | 8,758 | $509.1K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,790 | $511.0K | 0.10% | −77−0.9% | Reduced |
| Allworth Financial LP | 8,833 | $513.4K | 0.00% | +2,417+37.7% | Added |
| Bard Financial Services, Inc. | 8,860 | $515.0K | 0.05% | 00.0% | Unchanged |
| Country Club Bank | 8,869 | $515.6K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,900 | $517.4K | 0.04% | +197+2.3% | Added |
| Little House Capital LLC | 8,951 | $520.3K | 0.17% | −2,150−19.4% | Reduced |
| Penserra Capital Management LLC | 9,008 | $523.0K | 0.01% | −3,691−29.1% | Reduced |
| Beck Mack & Oliver LLC | 9,024 | $524.6K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 9,034 | $525.2K | 0.04% | +9,034 | New |
| Ameritas Investment Partners, Inc. | 9,037 | $525.3K | 0.02% | −287−3.1% | Reduced |
| Monterey Private Wealth, Inc. | 9,059 | $526.6K | 0.21% | −91−1.0% | Reduced |
| CFO4Life Group, LLC | 9,113 | $529.7K | 0.10% | +111+1.2% | Added |
| Prospera Financial Services Inc | 9,118 | $530.4K | 0.02% | −1,176−11.4% | Reduced |
| Sky Investment Group LLC | 9,132 | $530.8K | 0.10% | −125−1.4% | Reduced |
| ISAM Funds (UK) Ltd | 9,265 | $538.6K | 0.31% | −12,152−56.7% | Reduced |
| Advisor OS, LLC | 9,272 | $539.0K | 0.06% | −232−2.4% | Reduced |
| Boston Financial Mangement LLC | 9,289 | $540.0K | 0.02% | −832−8.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 9,307 | $541.0K | 0.03% | −1,423−13.3% | Reduced |
| Great Valley Advisor Group, Inc. | 9,376 | $544.7K | 0.02% | −1,651−15.0% | Reduced |
| Catalytic Wealth RIA, LLC | 9,424 | $547.8K | 0.11% | −626−6.2% | Reduced |
| Moody National Bank Trust Division | 9,448 | $549.2K | 0.04% | +6+0.1% | Added |
| Barnett & Company, Inc. | 9,471 | $550.5K | 0.38% | −1,600−14.5% | Reduced |
| Graypoint LLC | 9,481 | $551.1K | 0.04% | −271−2.8% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $551.5K | 0.04% | 00.0% | Unchanged |
| Cullinan Associates Inc | 9,498 | $552.1K | 0.03% | +5,298+126.1% | Added |
| Eagle Asset Management Inc | 9,669 | $555.0K | 0.00% | −719−6.9% | Reduced |
| Fiduciary Group LLC | 9,563 | $555.9K | 0.06% | +250+2.7% | Added |
| Courier Capital LLC | 9,571 | $556.3K | 0.04% | −1,450−13.2% | Reduced |
| Boyd Watterson Asset Management LLC | 9,603 | $558.2K | 0.20% | −199−2.0% | Reduced |
| Cidel Asset Management Inc | 9,670 | $562.1K | 0.04% | +534+5.8% | Added |
| Private Trust Co NA | 9,710 | $564.4K | 0.06% | −69−0.7% | Reduced |
| Resonant Capital Advisors, LLC | 9,711 | $564.5K | 0.05% | +360+3.8% | Added |
| Dorsey & Whitney Trust CO LLC | 9,749 | $566.7K | 0.04% | +73+0.8% | Added |
| Fox Run Management, L.L.C. | 9,750 | $566.8K | 0.12% | +9,750 | New |
| Legacy Capital Group California, Inc. | 9,845 | $572.3K | 0.21% | +9,845 | New |
| Carret Asset Management, LLC | 9,877 | $574.2K | 0.07% | −210−2.1% | Reduced |
| GAMMA Investing LLC | 9,942 | $577.9K | 0.12% | +1,103+12.5% | Added |
| Stock Yards Bank & Trust Co | 9,942 | $577.9K | 0.02% | 00.0% | Unchanged |
| Delaney Dennis R | 9,980 | $580.1K | 0.32% | +9,980 | New |
| Canal Insurance CO | 10,000 | $581.0K | 0.15% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $581.0K | 0.16% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,012 | $582.0K | 0.02% | +1,696+20.4% | Added |
| Entropy Technologies, LP | 10,030 | $583.0K | 0.06% | +10,030 | New |
| Provenance Wealth Advisors, LLC | 10,088 | $586.4K | 0.08% | +75+0.7% | Added |
| International Assets Investment Management, LLC | 10,309 | $591.7K | 0.06% | +659+6.8% | Added |
| River Wealth Advisors LLC | 10,182 | $591.9K | 0.09% | +932+10.1% | Added |