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 |
|---|---|---|---|---|---|
| Beck Capital Management, LLC | 10,206 | $593.3K | 0.17% | +300+3.0% | Added |
| Trust Co of Virginia | 10,283 | $597.8K | 0.06% | −176−1.7% | Reduced |
| Fractal Investments LLC | 10,316 | $599.7K | 0.11% | −4,298−29.4% | Reduced |
| Bull Street Advisors, LLC | 10,347 | $601.0K | 0.29% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 10,345 | $601.4K | 0.01% | +4,505+77.1% | Added |
| Dempze Nancy E | 10,395 | $604.3K | 0.46% | +10,395 | New |
| Groupama Asset Managment | 10,423 | $605.9K | 0.01% | −11,237−51.9% | Reduced |
| Aull & Monroe Investment Management Corp | 10,434 | $606.5K | 0.28% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 10,439 | $606.8K | 0.09% | +452+4.5% | Added |
| Verdence Capital Advisors LLC | 10,456 | $607.8K | 0.06% | −61−0.6% | Reduced |
| Boston Trust Walden Corp | 10,487 | $609.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 10,500 | $610.4K | 0.08% | −215−2.0% | Reduced |
| First City Capital Management, Inc. | 10,537 | $612.5K | 0.34% | −2,750−20.7% | Reduced |
| Arkadios Wealth Advisors | 10,542 | $612.8K | 0.05% | +254+2.5% | Added |
| Busey Wealth Management | 10,553 | $613.5K | 0.02% | −356−3.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,584 | $615.2K | 0.05% | −6,112−36.6% | Reduced |
| Clarus Wealth Advisors | 10,878 | $618.8K | 0.35% | +1,042+10.6% | Added |
| Vident Advisory, LLC | 10,650 | $619.1K | 0.01% | −2,057−16.2% | Reduced |
| Compass Wealth Management LLC | 10,651 | $619.1K | 0.15% | −50−0.5% | Reduced |
| Laurel Wealth Advisors LLC | 10,667 | $620.1K | 0.11% | −140−1.3% | Reduced |
| Jacobi Capital Management LLC | 10,695 | $621.7K | 0.06% | +10.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,733 | $624.0K | 0.06% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 10,750 | $624.9K | 0.07% | −150−1.4% | Reduced |
| Diversified Trust Co | 10,769 | $626.0K | 0.02% | +98+0.9% | Added |
| Shayne & Co., LLC | 10,779 | $626.6K | 0.17% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,809 | $628.3K | 0.01% | +2,746+34.1% | Added |
| Simmons Bank | 10,885 | $632.7K | 0.05% | −100−0.9% | Reduced |
| Investment Advisory Services Inc | 10,968 | $637.6K | 0.23% | −91−0.8% | Reduced |
| Avestar Capital, LLC | 10,985 | $638.6K | 0.07% | −243−2.2% | Reduced |
| Numerai GP LLC | 11,011 | $640.1K | 0.28% | +11,011 | New |
| Dover Advisors, LLC | 11,012 | $640.1K | 0.44% | +100+0.9% | Added |
| Ledyard National Bank | 11,121 | $646.5K | 0.06% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 11,165 | $649.0K | 0.02% | +540+5.1% | Added |
| Forte Capital LLC | 11,201 | $651.1K | 0.08% | −600−5.1% | Reduced |
| Citizens Financial Group Inc | 11,216 | $652.0K | 0.02% | +2,285+25.6% | Added |
| Burns J W & Co Inc | 11,232 | $652.9K | 0.09% | −175−1.5% | Reduced |
| EP Wealth Advisors, LLC | 11,245 | $653.7K | 0.01% | +823+7.9% | Added |
| Groesbeck Investment Management Corp | 11,299 | $657.0K | 0.70% | 00.0% | Unchanged |
| Imprint Wealth LLC | 11,518 | $661.1K | 0.16% | +11,518 | New |
| Allred Capital Management, LLC | 11,400 | $662.7K | 0.26% | −241−2.1% | Reduced |
| Massachusetts Wealth Management | 11,500 | $668.5K | 0.47% | +3,225+39.0% | Added |
| TCW Group Inc | 11,543 | $671.0K | 0.01% | −1,902−14.1% | Reduced |
| Freestone Capital Holdings, LLC | 11,553 | $671.6K | 0.03% | +50.0% | Added |
| Lindbrook Capital, LLC | 11,574 | $672.8K | 0.06% | +271+2.4% | Added |
| Bank of Hawaii | 11,709 | $680.6K | 0.03% | +177+1.5% | Added |
| Vise Technologies, Inc. | 11,728 | $681.8K | 0.13% | +264+2.3% | Added |
| Valeo Financial Advisors, LLC | 12,509 | $685.1K | 0.02% | −338−2.6% | Reduced |
| Soltis Investment Advisors LLC | 11,812 | $686.6K | 0.08% | −44−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 11,860 | $689.4K | 0.14% | +2,205+22.8% | Added |
| Columbia Asset Management | 12,003 | $690.0K | 0.14% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,950 | $694.7K | 0.02% | +7,763+185.4% | Added |
| Bryn Mawr Trust Co | 11,981 | $696.5K | 0.03% | +11,981 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 11,994 | $697.2K | 0.02% | −119−1.0% | Reduced |
| Geller Advisors LLC | 12,069 | $701.6K | 0.06% | +137+1.1% | Added |
| GeoWealth Management, LLC | 12,238 | $711.4K | 0.03% | +90+0.7% | Added |
| Webster Bank, N. A. | 12,264 | $712.9K | 0.08% | −150−1.2% | Reduced |
| Ingalls & Snyder LLC | 12,260 | $713.0K | 0.03% | −22,587−64.8% | Reduced |
| Quadrant Capital Group LLC | 12,315 | $715.9K | 0.06% | −69−0.6% | Reduced |
| Meridian Management Co | 12,357 | $718.3K | 0.20% | +79+0.6% | Added |
| Sequoia Financial Advisors, LLC | 12,447 | $723.5K | 0.01% | −4,802−27.8% | Reduced |
| Core Wealth Partners LLC | 12,468 | $724.8K | 0.55% | +40.0% | Added |
| Cambridge Trust Co | 12,478 | $725.3K | 0.03% | −511−3.9% | Reduced |
| Werlinich Asset Management, LLC | 12,598 | $726.7K | 0.47% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 12,528 | $728.3K | 0.19% | +12,528 | New |
| Everett Harris & Co | 12,538 | $728.8K | 0.01% | +2,583+25.9% | Added |
| Bragg Financial Advisors, Inc | 12,577 | $731.1K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 12,598 | $732.0K | 0.00% | +1,704+15.6% | Added |
| Personal Cfo Solutions, LLC | 12,611 | $733.1K | 0.11% | +1,257+11.1% | Added |
| ABN AMRO Bank N.V. | 12,600 | $733.5K | 0.01% | +12,600 | New |
| Foster & Motley Inc | 12,621 | $734.0K | 0.05% | −1,167−8.5% | Reduced |
| Pearl River Capital, LLC | 12,696 | $738.0K | 0.12% | +12,696 | New |
| Auto-Owners Insurance Co | 12,787 | $743.3K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 12,789 | $743.4K | 0.08% | −3,000−19.0% | Reduced |
| Means Investment Co., Inc. | 12,821 | $745.3K | 0.10% | +15+0.1% | Added |
| Umb Bank N A | 12,825 | $745.5K | 0.01% | −499−3.7% | Reduced |
| Chicago Capital, LLC | 12,905 | $750.2K | 0.02% | −169−1.3% | Reduced |
| Benedict Financial Advisors Inc | 12,975 | $754.2K | 0.19% | +14+0.1% | Added |
| N.E.W. Advisory Services LLC | 12,976 | $754.3K | 0.08% | −530−3.9% | Reduced |
| GYL Financial Synergies, LLC | 12,997 | $755.5K | 0.06% | −253−1.9% | Reduced |
| Harbor Advisors LLC | 13,000 | $755.7K | 0.14% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 13,014 | $756.5K | 0.02% | −6,500−33.3% | Reduced |
| Maxi Investments CY Ltd | 13,318 | $774.0K | 0.21% | +13,318 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 17,212 | $776.3K | 0.05% | +9,083+111.7% | Added |
| Waterford Advisors, LLC | 13,381 | $777.8K | 0.33% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,418 | $780.0K | 0.62% | −100−0.7% | Reduced |
| Scotia Capital Inc. | 13,430 | $780.7K | 0.00% | −779−5.5% | Reduced |
| Tudor Investment Corp Et Al | 13,442 | $781.4K | 0.01% | −37,596−73.7% | Reduced |
| Ballentine Partners, LLC | 13,524 | $786.1K | 0.01% | +3,556+35.7% | Added |
| Advisory Services Network, LLC | 13,543 | $787.3K | 0.02% | −58−0.4% | Reduced |
| 1858 Wealth Management, LLC | 13,756 | $790.3K | 0.75% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,689 | $795.7K | 0.03% | +2,516+22.5% | Added |
| Centiva Capital, LP | 13,690 | $795.8K | 0.04% | +13,690 | New |
| Prudential PLC | 13,699 | $796.3K | 0.01% | −25,374−64.9% | Reduced |
| Hohimer Wealth Management, LLC | 13,712 | $797.1K | 0.19% | −8,184−37.4% | Reduced |
| Amussen Hunsaker Associates LLC | 13,721 | $798.3K | 0.14% | +11+0.1% | Added |
| Rossmore Private Capital | 13,776 | $800.8K | 0.10% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 13,866 | $806.0K | 0.02% | +1,023+8.0% | Added |
| Mesirow Financial Investment Management, Inc. | 13,884 | $807.0K | 0.02% | +809+6.2% | Added |
| Excalibur Management Corp | 13,944 | $810.6K | 0.34% | +58+0.4% | Added |
| Choate Investment Advisors | 14,048 | $816.6K | 0.02% | −5,999−29.9% | Reduced |