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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 14,139 | $821.9K | 0.13% | −538−3.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,150 | $822.5K | 0.01% | +37+0.3% | Added |
| Estabrook Capital Management | 14,247 | $828.2K | 0.13% | −690−4.6% | Reduced |
| Quotient Wealth Partners, LLC | 14,337 | $833.4K | 0.03% | −1,244−8.0% | Reduced |
| City Holding Co | 14,388 | $836.3K | 0.13% | −440−3.0% | Reduced |
| Ar Asset Management Inc | 14,400 | $837.0K | 0.20% | 00.0% | Unchanged |
| Charter Trust Co | 14,404 | $837.3K | 0.06% | +4,560+46.3% | Added |
| Lincoln National Corp | 14,438 | $839.3K | 0.01% | +697+5.1% | Added |
| TrinityPoint Wealth, LLC | 14,457 | $840.4K | 0.14% | −118−0.8% | Reduced |
| Horizon Investments, LLC | 14,588 | $845.4K | 0.02% | −17−0.1% | Reduced |
| ELCO Management Co., LLC | 14,551 | $845.9K | 0.52% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 14,562 | $846.5K | 0.09% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 14,617 | $849.7K | 0.02% | +809+5.9% | Added |
| J.W. Cole Advisors, Inc. | 14,732 | $854.7K | 0.04% | +2,870+24.2% | Added |
| GLOBALT Investments LLC | 14,716 | $855.4K | 0.03% | −242−1.6% | Reduced |
| Sawgrass Asset Management LLC | 14,774 | $858.8K | 0.09% | −213−1.4% | Reduced |
| Montag A & Associates Inc | 14,991 | $871.4K | 0.04% | −104−0.7% | Reduced |
| Jade Capital Advisors, LLC | 15,000 | $872.0K | 0.66% | +15,000 | New |
| Pring Turner Capital Group Inc | 15,150 | $880.7K | 0.64% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 15,187 | $882.8K | 0.02% | −1,329−8.0% | Reduced |
| Vestcor Inc | 15,267 | $887.0K | 0.03% | −2,377−13.5% | Reduced |
| ICW Investment Advisors LLC | 15,278 | $888.1K | 0.39% | +550+3.7% | Added |
| Westhampton Capital, LLC | 15,307 | $889.8K | 0.49% | −400−2.5% | Reduced |
| Brendel Financial Advisors LLC | 15,341 | $892.0K | 1.02% | +1,263+9.0% | Added |
| Caldwell Trust Co | 15,384 | $894.3K | 0.10% | −441−2.8% | Reduced |
| Alberta Investment Management Corp | 15,400 | $895.2K | 0.01% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 15,464 | $898.9K | 1.58% | −1,441−8.5% | Reduced |
| NorthRock Partners, LLC | 15,534 | $903.0K | 0.03% | +575+3.8% | Added |
| Baldwin Investment Management, LLC | 15,765 | $916.4K | 0.12% | −62−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 15,777 | $917.1K | 0.09% | +455+3.0% | Added |
| Cary Street Partner Investment Advisory LLC | 15,789 | $917.8K | 0.04% | −60.0% | Reduced |
| Wedbush Securities Inc | 15,868 | $922.0K | 0.03% | −305−1.9% | Reduced |
| Flputnam Investment Management Co | 15,891 | $923.8K | 0.02% | +70+0.4% | Added |
| Pitcairn Co | 15,919 | $925.4K | 0.06% | +292+1.9% | Added |
| V-Square Quantitative Management LLC | 15,929 | $926.0K | 0.15% | +3,418+27.3% | Added |
| Signaturefd, LLC | 16,101 | $936.0K | 0.02% | +445+2.8% | Added |
| Wahed Invest LLC | 16,194 | $941.4K | 0.21% | +1,972+13.9% | Added |
| Notis-McConarty Edward | 16,480 | $958.0K | 0.38% | +16,480 | New |
| Parallel Advisors, LLC | 16,553 | $962.2K | 0.03% | +310+1.9% | Added |
| Home Federal Bank of Tennessee | 16,807 | $977.0K | 0.30% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 16,930 | $984.1K | 0.11% | −200−1.2% | Reduced |
| Cascade Investment Advisors, Inc. | 16,993 | $987.8K | 0.64% | +50+0.3% | Added |
| XTX Topco Ltd | 17,007 | $988.6K | 0.13% | +17,007 | New |
| Woodline Partners LP | 17,051 | $991.2K | 0.01% | +17,051 | New |
| Robertson Stephens Wealth Management, LLC | 17,155 | $997.2K | 0.05% | +13,123+325.5% | Added |
| Bokf, NA | 17,384 | $997.8K | 0.02% | +804+4.8% | Added |
| Summit Trail Advisors, LLC | 17,290 | $1.01M | 0.03% | +13,660+376.3% | Added |
| Buffington Mohr McNeal | 17,346 | $1.01M | 0.18% | −37−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 17,450 | $1.01M | 0.02% | −832−4.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 17,657 | $1.03M | 0.03% | +9,652+120.6% | Added |
| Roberts Glore & Co Inc | 17,886 | $1.04M | 0.31% | −1,000−5.3% | Reduced |
| Quantinno Capital Management LP | 17,971 | $1.04M | 0.02% | +1,081+6.4% | Added |
| MQS Management LLC | 17,997 | $1.05M | 0.60% | +17,997 | New |
| Wendell David Associates Inc | 18,018 | $1.05M | 0.11% | +84+0.5% | Added |
| Kestra Private Wealth Services, LLC | 18,128 | $1.05M | 0.02% | −1,263−6.5% | Reduced |
| Daymark Wealth Partners, LLC | 18,269 | $1.06M | 0.06% | +3,282+21.9% | Added |
| First Hawaiian Bank | 18,551 | $1.08M | 0.03% | −111−0.6% | Reduced |
| Sigma Planning Corp | 18,694 | $1.09M | 0.03% | +9,278+98.5% | Added |
| Crestwood Advisors Group LLC | 18,699 | $1.09M | 0.02% | +4,926+35.8% | Added |
| Patten & Patten Inc | 18,724 | $1.09M | 0.08% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.10M | 0.23% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 19,062 | $1.11M | 0.23% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 19,121 | $1.11M | 0.85% | 00.0% | Unchanged |
| Lipe & Dalton | 19,180 | $1.11M | 0.57% | +20.0% | Added |
| Bollard Group LLC | 19,344 | $1.12M | 0.03% | +34+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 19,436 | $1.13M | 0.11% | −38−0.2% | Reduced |
| Kraematon Investment Advisors, Inc | 19,501 | $1.13M | 1.14% | −401−2.0% | Reduced |
| SpiderRock Advisors, LLC | 19,937 | $1.14M | 0.04% | +19,937 | New |
| Kinneret Advisory, LLC | 19,690 | $1.14M | 0.11% | −61−0.3% | Reduced |
| Clearstead Advisors, LLC | 17,793 | $1.14M | 0.06% | −400−2.2% | Reduced |
| Sabal Trust CO | 19,769 | $1.15M | 0.07% | −25−0.1% | Reduced |
| Panagora Asset Management Inc | 19,935 | $1.16M | 0.01% | −4,833−19.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 19,965 | $1.16M | 0.03% | −3,245−14.0% | Reduced |
| Abbrea Capital, LLC | 20,006 | $1.16M | 0.15% | 00.0% | Unchanged |
| Wedmont Private Capital | 20,264 | $1.18M | 0.09% | +3,274+19.3% | Added |
| Broderick Brian C | 20,398 | $1.19M | 0.25% | +20,398 | New |
| Teacher Retirement System of Texas | 20,561 | $1.20M | 0.01% | −17,824−46.4% | Reduced |
| Lido Advisors, LLC | 20,644 | $1.20M | 0.01% | +2,946+16.6% | Added |
| TownSquare Capital, LLC | 20,772 | $1.21M | 0.02% | −584−2.7% | Reduced |
| Modera Wealth Management, LLC | 20,947 | $1.22M | 0.02% | +68+0.3% | Added |
| KCM Investment Advisors LLC | 20,998 | $1.22M | 0.05% | −1,189−5.4% | Reduced |
| NEOS Investment Management LLC | 21,064 | $1.22M | 0.08% | +9,195+77.5% | Added |
| Salem Investment Counselors Inc | 21,132 | $1.23M | 0.04% | −470−2.2% | Reduced |
| First Manhattan Co | 21,296 | $1.24M | 0.00% | −2,916−12.0% | Reduced |
| Bridges Investment Management Inc | 21,396 | $1.24M | 0.04% | +2,501+13.2% | Added |
| Veriti Management LLC | 21,456 | $1.25M | 0.09% | +3,121+17.0% | Added |
| Tokio Marine Asset Management Co Ltd | 21,468 | $1.25M | 0.06% | +605+2.9% | Added |
| Neville Rodie & Shaw Inc | 21,558 | $1.25M | 0.10% | −746−3.3% | Reduced |
| Quantum Private Wealth, LLC | 21,571 | $1.25M | 0.46% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 21,605 | $1.26M | 0.06% | −1,195−5.2% | Reduced |
| CAPROCK Group, Inc. | 21,953 | $1.28M | 0.07% | +906+4.3% | Added |
| Garrison Point Advisors, LLC | 21,975 | $1.28M | 0.82% | +400+1.9% | Added |
| Lake Street Advisors Group, LLC | 22,011 | $1.28M | 0.06% | −61−0.3% | Reduced |
| Park Avenue Securities LLC | 22,082 | $1.28M | 0.02% | −1,501−6.4% | Reduced |
| RSM US Wealth Management LLC | 22,107 | $1.29M | 0.03% | +793+3.7% | Added |
| Wetherby Asset Management Inc | 22,139 | $1.29M | 0.06% | −278−1.2% | Reduced |
| Rakuten Investment Management, Inc. | 22,231 | $1.29M | 0.01% | +20,157+971.9% | Added |
| Trueblood Wealth Management, LLC | 22,357 | $1.30M | 0.74% | −800−3.5% | Reduced |
| Public Sector Pension Investment Board | 22,500 | $1.31M | 0.01% | +3,400+17.8% | Added |
| Hartford Financial Management Inc. | 22,563 | $1.31M | 0.28% | −697−3.0% | Reduced |