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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 41,008 | $2.38M | 0.03% | +2,792+7.3% | Added |
| Orion Portfolio Solutions, LLC | 41,008 | $2.38M | 0.03% | +2,792+7.3% | Added |
| Allianz SE | 40,694 | $2.37M | 0.07% | +40,694 | New |
| Aurora Investment Counsel | 40,483 | $2.35M | 1.35% | +798+2.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.33M | 0.55% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 39,747 | $2.31M | 0.21% | +91+0.2% | Added |
| Marshall Wace, LLP | 39,700 | $2.31M | 0.00% | +39,700 | New |
| Northwestern Mutual Wealth Management Co | 39,412 | $2.29M | 0.00% | +757+2.0% | Added |
| Monarch Capital Management Inc | 39,374 | $2.29M | 0.65% | −910−2.3% | Reduced |
| Pinnacle Associates Ltd | 39,349 | $2.29M | 0.04% | −1,304−3.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 39,311 | $2.29M | 0.24% | +9,398+31.4% | Added |
| Poehling Capital Management, LLC | 39,009 | $2.27M | 0.61% | 00.0% | Unchanged |
| Simplex Trading, LLC | 38,911 | $2.26M | 0.07% | +38,911 | New |
| Merit Financial Group, LLC | 36,308 | $2.25M | 0.05% | +4,639+14.6% | Added |
| Trust Co of Vermont | 38,606 | $2.24M | 0.12% | +7,590+24.5% | Added |
| MAI Capital Management | 38,551 | $2.24M | 0.02% | +9,140+31.1% | Added |
| Engineers Gate Manager LP | 38,409 | $2.23M | 0.06% | +24,445+175.1% | Added |
| National Asset Management, Inc. | 40,429 | $2.23M | 0.06% | +27,100+203.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 38,099 | $2.22M | 0.58% | −18,570−32.8% | Reduced |
| Perigon Wealth Management, LLC | 37,114 | $2.16M | 0.07% | +632+1.7% | Added |
| Selway Asset Management | 37,067 | $2.15M | 0.86% | +2,190+6.3% | Added |
| AXS Investments LLC | 36,712 | $2.13M | 0.51% | +12,671+52.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 36,146 | $2.10M | 0.02% | −248−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 36,124 | $2.10M | 0.05% | +18,548+105.5% | Added |
| Hoylecohen, LLC | 35,672 | $2.07M | 0.16% | +2,949+9.0% | Added |
| Thrivent Financial for Lutherans | 35,562 | $2.07M | 0.00% | −869−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 35,501 | $2.06M | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 35,080 | $2.04M | 0.02% | +1,120+3.3% | Added |
| Whittier Trust Co | 35,002 | $2.03M | 0.03% | −658−1.8% | Reduced |
| Quadrature Capital Ltd | 34,718 | $2.02M | 0.03% | +34,718 | New |
| Metis Global Partners, LLC | 34,623 | $2.01M | 0.07% | −71−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 34,400 | $2.00M | 0.05% | +2,500+7.8% | Added |
| Tiaa Trust, National Association | 34,364 | $2.00M | 0.01% | −1,784−4.9% | Reduced |
| Atria Wealth Solutions, Inc. | 34,071 | $1.98M | 0.02% | −803−2.3% | Reduced |
| Temasek Holdings (Private) Ltd | 33,972 | $1.97M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 33,943 | $1.97M | 0.02% | +8,512+33.5% | Added |
| South Dakota Investment Council | 33,916 | $1.97M | 0.04% | −1,225−3.5% | Reduced |
| Delta Financial Advisors LLC | 33,780 | $1.96M | 0.78% | +1,383+4.3% | Added |
| Metropolitan Life Insurance Co | 33,696 | $1.96M | 0.09% | −457−1.3% | Reduced |
| Colony Group, LLC | 33,615 | $1.95M | 0.02% | +14,039+71.7% | Added |
| Raymond James Trust N.A. | 33,564 | $1.95M | 0.05% | +180+0.5% | Added |
| New England Research & Management, Inc. | 33,550 | $1.95M | 0.96% | +27,325+439.0% | Added |
| Williams Jones Wealth Management, LLC. | 33,544 | $1.95M | 0.02% | +35+0.1% | Added |
| TD Waterhouse Canada Inc. | 30,703 | $1.93M | 0.01% | +150.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 33,125 | $1.93M | 0.01% | +7,873+31.2% | Added |
| Bartlett & Co. Wealth Management LLC | 33,014 | $1.92M | 0.03% | +46+0.1% | Added |
| Verition Fund Management LLC | 32,842 | $1.91M | 0.02% | +21,894+200.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 32,676 | $1.90M | 0.04% | −12,357−27.4% | Reduced |
| Blue Square Asset Management, LLC | 32,354 | $1.88M | 1.25% | −2,307−6.7% | Reduced |
| HighPoint Advisor Group LLC | 29,219 | $1.88M | 0.13% | +616+2.2% | Added |
| Savant Capital, LLC | 32,246 | $1.87M | 0.02% | +1,144+3.7% | Added |
| Puzo Michael J | 32,143 | $1.87M | 0.52% | +32,143 | New |
| Cunning Capital Partners, LP | 31,795 | $1.85M | 1.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 31,507 | $1.83M | 0.13% | −48−0.2% | Reduced |
| Headinvest, LLC | 31,387 | $1.82M | 0.36% | −752−2.3% | Reduced |
| Pacific Global Investment Management CO | 31,227 | $1.82M | 0.35% | +48+0.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 31,000 | $1.80M | 0.38% | +31,000 | New |
| IMC-Chicago, LLC | 30,632 | $1.78M | 0.06% | +30,632 | New |
| WBI Investments | 30,423 | $1.77M | 0.37% | +30,423 | New |
| CIBC World Markets Inc. | 30,349 | $1.76M | 0.00% | −82,322−73.1% | Reduced |
| Benjamin Edwards Inc | 30,230 | $1.76M | 0.35% | +4,389+17.0% | Added |
| Empirical Finance, LLC | 30,195 | $1.76M | 0.11% | +1,009+3.5% | Added |
| Glenview Trust Co | 29,702 | $1.73M | 0.04% | −75−0.3% | Reduced |
| Cornerstone Advisors, LLC | 29,600 | $1.72M | 0.07% | 00.0% | Unchanged |
| Holderness Investments Co | 29,552 | $1.72M | 0.42% | −100−0.3% | Reduced |
| FineMark National Bank & Trust | 28,971 | $1.68M | 0.06% | −50.0% | Reduced |
| Norinchukin Bank, The | 28,924 | $1.68M | 0.05% | −527−1.8% | Reduced |
| Barden Capital Management, Inc. | 28,860 | $1.68M | 1.62% | −8,016−21.7% | Reduced |
| Azzad Asset Management Inc | 28,638 | $1.66M | 0.19% | +28,638 | New |
| Financial Advocates Investment Management | 28,444 | $1.65M | 0.10% | −507−1.8% | Reduced |
| Dakota Wealth Management | 28,348 | $1.65M | 0.04% | +28,348 | New |
| Meiji Yasuda Life Insurance Co | 28,161 | $1.64M | 0.03% | −2,022−6.7% | Reduced |
| HB Wealth Management, LLC | 27,907 | $1.62M | 0.02% | +4,104+17.2% | Added |
| Guggenheim Capital LLC | 27,823 | $1.62M | 0.01% | +133+0.5% | Added |
| Nia Impact Advisors, LLC | 27,701 | $1.61M | 0.64% | +27,701 | New |
| Goelzer Investment Management, Inc. | 27,611 | $1.61M | 0.09% | −89−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 27,575 | $1.60M | 0.11% | +250+0.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,571 | $1.60M | 0.11% | −2,321−7.8% | Reduced |
| Value Partners Investments Inc. | 27,319 | $1.59M | 0.13% | +2,200+8.8% | Added |
| Tower Research Capital LLC (TRC) | 27,022 | $1.57M | 0.04% | −83,207−75.5% | Reduced |
| United Services Automobile Association | 26,758 | $1.56M | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 26,590 | $1.55M | 0.01% | +19,388+269.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,512 | $1.54M | 0.04% | −47−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 26,472 | $1.54M | 0.05% | +665+2.6% | Added |
| Johnson Investment Counsel Inc | 26,387 | $1.53M | 0.02% | +1,236+4.9% | Added |
| Plato Investment Management Ltd | 26,381 | $1.53M | 0.16% | +25,866+5,022.5% | Added |
| Pinebridge Investments, L.P. | 26,355 | $1.53M | 0.01% | −13,254−33.5% | Reduced |
| Moors & Cabot, Inc. | 26,111 | $1.52M | 0.08% | −922−3.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.51M | 0.19% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 25,902 | $1.51M | 0.71% | −7,560−22.6% | Reduced |
| Everence Capital Management Inc | 25,890 | $1.50M | 0.10% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 25,789 | $1.50M | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 25,765 | $1.50M | 0.06% | +15,679+155.5% | Added |
| Central Trust Co | 25,736 | $1.50M | 0.04% | −429−1.6% | Reduced |
| Kidder Stephen W | 25,575 | $1.49M | 0.47% | +21,325+501.8% | Added |
| Bessemer Group Inc | 25,510 | $1.48M | 0.00% | −14,129−35.6% | Reduced |
| ExodusPoint Capital Management, LP | 25,442 | $1.48M | 0.02% | +25,442 | New |
| Lakewood Asset Management LLC | 24,996 | $1.45M | 0.99% | +3,492+16.2% | Added |
| Apollon Wealth Management, LLC | 24,969 | $1.45M | 0.05% | +6,519+35.3% | Added |
| Romano Brothers and Company | 24,787 | $1.44M | 0.20% | −695−2.7% | Reduced |