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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 24,748 | $1.44M | 0.11% | −2,068−7.7% | Reduced |
| BNP Paribas | 24,655 | $1.43M | 0.07% | +24,655 | New |
| Shell Asset Management Co | 22,574 | $1.42M | 0.06% | −10,583−31.9% | Reduced |
| Woodstock Corp | 24,347 | $1.42M | 0.15% | −100−0.4% | Reduced |
| Burney Co | 23,907 | $1.39M | 0.05% | −886−3.6% | Reduced |
| Jefferies Financial Group Inc. | 23,740 | $1.38M | 0.03% | −8,207−25.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 23,705 | $1.38M | 0.10% | +11,723+97.8% | Added |
| Liberty Capital Management, Inc. | 23,202 | $1.35M | 0.33% | +2,766+13.5% | Added |
| Curbstone Financial Management Corp | 23,068 | $1.34M | 0.29% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 22,809 | $1.32M | 0.22% | +1,351+6.3% | Added |
| Greenleaf Trust | 22,773 | $1.32M | 0.01% | +888+4.1% | Added |
| Integrated Wealth Concepts LLC | 22,659 | $1.32M | 0.02% | +1,688+8.0% | Added |
| Federation des caisses Desjardins du Quebec | 22,598 | $1.31M | 0.01% | +5,892+35.3% | Added |
| Hartford Financial Management Inc. | 22,563 | $1.31M | 0.28% | −697−3.0% | Reduced |
| Public Sector Pension Investment Board | 22,500 | $1.31M | 0.01% | +3,400+17.8% | Added |
| Trueblood Wealth Management, LLC | 22,357 | $1.30M | 0.74% | −800−3.5% | Reduced |
| Rakuten Investment Management, Inc. | 22,231 | $1.29M | 0.01% | +20,157+971.9% | Added |
| Wetherby Asset Management Inc | 22,139 | $1.29M | 0.06% | −278−1.2% | Reduced |
| RSM US Wealth Management LLC | 22,107 | $1.29M | 0.03% | +793+3.7% | Added |
| Park Avenue Securities LLC | 22,082 | $1.28M | 0.02% | −1,501−6.4% | Reduced |
| Lake Street Advisors Group, LLC | 22,011 | $1.28M | 0.06% | −61−0.3% | Reduced |
| Garrison Point Advisors, LLC | 21,975 | $1.28M | 0.82% | +400+1.9% | Added |
| CAPROCK Group, Inc. | 21,953 | $1.28M | 0.07% | +906+4.3% | Added |
| Birch Hill Investment Advisors LLC | 21,605 | $1.26M | 0.06% | −1,195−5.2% | Reduced |
| Quantum Private Wealth, LLC | 21,571 | $1.25M | 0.46% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 21,558 | $1.25M | 0.10% | −746−3.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,468 | $1.25M | 0.06% | +605+2.9% | Added |
| Veriti Management LLC | 21,456 | $1.25M | 0.09% | +3,121+17.0% | Added |
| Bridges Investment Management Inc | 21,396 | $1.24M | 0.04% | +2,501+13.2% | Added |
| First Manhattan Co | 21,296 | $1.24M | 0.00% | −2,916−12.0% | Reduced |
| Salem Investment Counselors Inc | 21,132 | $1.23M | 0.04% | −470−2.2% | Reduced |
| NEOS Investment Management LLC | 21,064 | $1.22M | 0.08% | +9,195+77.5% | Added |
| KCM Investment Advisors LLC | 20,998 | $1.22M | 0.05% | −1,189−5.4% | Reduced |
| Modera Wealth Management, LLC | 20,947 | $1.22M | 0.02% | +68+0.3% | Added |
| TownSquare Capital, LLC | 20,772 | $1.21M | 0.02% | −584−2.7% | Reduced |
| Lido Advisors, LLC | 20,644 | $1.20M | 0.01% | +2,946+16.6% | Added |
| Teacher Retirement System of Texas | 20,561 | $1.20M | 0.01% | −17,824−46.4% | Reduced |
| Broderick Brian C | 20,398 | $1.19M | 0.25% | +20,398 | New |
| Wedmont Private Capital | 20,264 | $1.18M | 0.09% | +3,274+19.3% | Added |
| Abbrea Capital, LLC | 20,006 | $1.16M | 0.15% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 19,965 | $1.16M | 0.03% | −3,245−14.0% | Reduced |
| Panagora Asset Management Inc | 19,935 | $1.16M | 0.01% | −4,833−19.5% | Reduced |
| Sabal Trust CO | 19,769 | $1.15M | 0.07% | −25−0.1% | Reduced |
| Clearstead Advisors, LLC | 17,793 | $1.14M | 0.06% | −400−2.2% | Reduced |
| Kinneret Advisory, LLC | 19,690 | $1.14M | 0.11% | −61−0.3% | Reduced |
| SpiderRock Advisors, LLC | 19,937 | $1.14M | 0.04% | +19,937 | New |
| Kraematon Investment Advisors, Inc | 19,501 | $1.13M | 1.14% | −401−2.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,436 | $1.13M | 0.11% | −38−0.2% | Reduced |
| Bollard Group LLC | 19,344 | $1.12M | 0.03% | +34+0.2% | Added |
| Lipe & Dalton | 19,180 | $1.11M | 0.57% | +20.0% | Added |
| Ahl Investment Management, Inc. | 19,121 | $1.11M | 0.85% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 19,062 | $1.11M | 0.23% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.10M | 0.23% | 00.0% | Unchanged |
| Patten & Patten Inc | 18,724 | $1.09M | 0.08% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 18,699 | $1.09M | 0.02% | +4,926+35.8% | Added |
| Sigma Planning Corp | 18,694 | $1.09M | 0.03% | +9,278+98.5% | Added |
| First Hawaiian Bank | 18,551 | $1.08M | 0.03% | −111−0.6% | Reduced |
| Daymark Wealth Partners, LLC | 18,269 | $1.06M | 0.06% | +3,282+21.9% | Added |
| Kestra Private Wealth Services, LLC | 18,128 | $1.05M | 0.02% | −1,263−6.5% | Reduced |
| Wendell David Associates Inc | 18,018 | $1.05M | 0.11% | +84+0.5% | Added |
| MQS Management LLC | 17,997 | $1.05M | 0.60% | +17,997 | New |
| Quantinno Capital Management LP | 17,971 | $1.04M | 0.02% | +1,081+6.4% | Added |
| Roberts Glore & Co Inc | 17,886 | $1.04M | 0.31% | −1,000−5.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 17,657 | $1.03M | 0.03% | +9,652+120.6% | Added |
| Resources Investment Advisors, LLC. | 17,450 | $1.01M | 0.02% | −832−4.6% | Reduced |
| Buffington Mohr McNeal | 17,346 | $1.01M | 0.18% | −37−0.2% | Reduced |
| Summit Trail Advisors, LLC | 17,290 | $1.01M | 0.03% | +13,660+376.3% | Added |
| Bokf, NA | 17,384 | $997.8K | 0.02% | +804+4.8% | Added |
| Robertson Stephens Wealth Management, LLC | 17,155 | $997.2K | 0.05% | +13,123+325.5% | Added |
| Woodline Partners LP | 17,051 | $991.2K | 0.01% | +17,051 | New |
| XTX Topco Ltd | 17,007 | $988.6K | 0.13% | +17,007 | New |
| Cascade Investment Advisors, Inc. | 16,993 | $987.8K | 0.64% | +50+0.3% | Added |
| Marble Harbor Investment Counsel, LLC | 16,930 | $984.1K | 0.11% | −200−1.2% | Reduced |
| Home Federal Bank of Tennessee | 16,807 | $977.0K | 0.30% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,553 | $962.2K | 0.03% | +310+1.9% | Added |
| Notis-McConarty Edward | 16,480 | $958.0K | 0.38% | +16,480 | New |
| Wahed Invest LLC | 16,194 | $941.4K | 0.21% | +1,972+13.9% | Added |
| Signaturefd, LLC | 16,101 | $936.0K | 0.02% | +445+2.8% | Added |
| V-Square Quantitative Management LLC | 15,929 | $926.0K | 0.15% | +3,418+27.3% | Added |
| Pitcairn Co | 15,919 | $925.4K | 0.06% | +292+1.9% | Added |
| Flputnam Investment Management Co | 15,891 | $923.8K | 0.02% | +70+0.4% | Added |
| Wedbush Securities Inc | 15,868 | $922.0K | 0.03% | −305−1.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 15,789 | $917.8K | 0.04% | −60.0% | Reduced |
| Meeder Advisory Services, Inc. | 15,777 | $917.1K | 0.09% | +455+3.0% | Added |
| Baldwin Investment Management, LLC | 15,765 | $916.4K | 0.12% | −62−0.4% | Reduced |
| NorthRock Partners, LLC | 15,534 | $903.0K | 0.03% | +575+3.8% | Added |
| Knowledge Leaders Capital, LLC | 15,464 | $898.9K | 1.58% | −1,441−8.5% | Reduced |
| Alberta Investment Management Corp | 15,400 | $895.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,384 | $894.3K | 0.10% | −441−2.8% | Reduced |
| Brendel Financial Advisors LLC | 15,341 | $892.0K | 1.02% | +1,263+9.0% | Added |
| Westhampton Capital, LLC | 15,307 | $889.8K | 0.49% | −400−2.5% | Reduced |
| ICW Investment Advisors LLC | 15,278 | $888.1K | 0.39% | +550+3.7% | Added |
| Vestcor Inc | 15,267 | $887.0K | 0.03% | −2,377−13.5% | Reduced |
| Boston Private Wealth LLC | 15,187 | $882.8K | 0.02% | −1,329−8.0% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $880.7K | 0.64% | 00.0% | Unchanged |
| Jade Capital Advisors, LLC | 15,000 | $872.0K | 0.66% | +15,000 | New |
| Montag A & Associates Inc | 14,991 | $871.4K | 0.04% | −104−0.7% | Reduced |
| Sawgrass Asset Management LLC | 14,774 | $858.8K | 0.09% | −213−1.4% | Reduced |
| GLOBALT Investments LLC | 14,716 | $855.4K | 0.03% | −242−1.6% | Reduced |
| J.W. Cole Advisors, Inc. | 14,732 | $854.7K | 0.04% | +2,870+24.2% | Added |