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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 14,617 | $849.7K | 0.02% | +809+5.9% | Added |
| Penobscot Investment Management Company, Inc. | 14,562 | $846.5K | 0.09% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 14,551 | $845.9K | 0.52% | 00.0% | Unchanged |
| Horizon Investments, LLC | 14,588 | $845.4K | 0.02% | −17−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 14,457 | $840.4K | 0.14% | −118−0.8% | Reduced |
| Lincoln National Corp | 14,438 | $839.3K | 0.01% | +697+5.1% | Added |
| Charter Trust Co | 14,404 | $837.3K | 0.06% | +4,560+46.3% | Added |
| Ar Asset Management Inc | 14,400 | $837.0K | 0.20% | 00.0% | Unchanged |
| City Holding Co | 14,388 | $836.3K | 0.13% | −440−3.0% | Reduced |
| Quotient Wealth Partners, LLC | 14,337 | $833.4K | 0.03% | −1,244−8.0% | Reduced |
| Estabrook Capital Management | 14,247 | $828.2K | 0.13% | −690−4.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,150 | $822.5K | 0.01% | +37+0.3% | Added |
| Trust Co of Toledo NA | 14,139 | $821.9K | 0.13% | −538−3.7% | Reduced |
| Choate Investment Advisors | 14,048 | $816.6K | 0.02% | −5,999−29.9% | Reduced |
| Excalibur Management Corp | 13,944 | $810.6K | 0.34% | +58+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 13,884 | $807.0K | 0.02% | +809+6.2% | Added |
| Kingsview Wealth Management, LLC | 13,866 | $806.0K | 0.02% | +1,023+8.0% | Added |
| Rossmore Private Capital | 13,776 | $800.8K | 0.10% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 13,721 | $798.3K | 0.14% | +11+0.1% | Added |
| Hohimer Wealth Management, LLC | 13,712 | $797.1K | 0.19% | −8,184−37.4% | Reduced |
| Prudential PLC | 13,699 | $796.3K | 0.01% | −25,374−64.9% | Reduced |
| Centiva Capital, LP | 13,690 | $795.8K | 0.04% | +13,690 | New |
| Profund Advisors LLC | 13,689 | $795.7K | 0.03% | +2,516+22.5% | Added |
| 1858 Wealth Management, LLC | 13,756 | $790.3K | 0.75% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13,543 | $787.3K | 0.02% | −58−0.4% | Reduced |
| Ballentine Partners, LLC | 13,524 | $786.1K | 0.01% | +3,556+35.7% | Added |
| Tudor Investment Corp Et Al | 13,442 | $781.4K | 0.01% | −37,596−73.7% | Reduced |
| Scotia Capital Inc. | 13,430 | $780.7K | 0.00% | −779−5.5% | Reduced |
| Valley Brook Capital Group | 13,418 | $780.0K | 0.62% | −100−0.7% | Reduced |
| Waterford Advisors, LLC | 13,381 | $777.8K | 0.33% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 17,212 | $776.3K | 0.05% | +9,083+111.7% | Added |
| Maxi Investments CY Ltd | 13,318 | $774.0K | 0.21% | +13,318 | New |
| Investment Management Corp of Ontario | 13,014 | $756.5K | 0.02% | −6,500−33.3% | Reduced |
| Harbor Advisors LLC | 13,000 | $755.7K | 0.14% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 12,997 | $755.5K | 0.06% | −253−1.9% | Reduced |
| N.E.W. Advisory Services LLC | 12,976 | $754.3K | 0.08% | −530−3.9% | Reduced |
| Benedict Financial Advisors Inc | 12,975 | $754.2K | 0.19% | +14+0.1% | Added |
| Chicago Capital, LLC | 12,905 | $750.2K | 0.02% | −169−1.3% | Reduced |
| Umb Bank N A | 12,825 | $745.5K | 0.01% | −499−3.7% | Reduced |
| Means Investment Co., Inc. | 12,821 | $745.3K | 0.10% | +15+0.1% | Added |
| Tower Bridge Advisors | 12,789 | $743.4K | 0.08% | −3,000−19.0% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $743.3K | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 12,696 | $738.0K | 0.12% | +12,696 | New |
| Foster & Motley Inc | 12,621 | $734.0K | 0.05% | −1,167−8.5% | Reduced |
| ABN AMRO Bank N.V. | 12,600 | $733.5K | 0.01% | +12,600 | New |
| Personal Cfo Solutions, LLC | 12,611 | $733.1K | 0.11% | +1,257+11.1% | Added |
| Ci Investments Inc. | 12,598 | $732.0K | 0.00% | +1,704+15.6% | Added |
| Bragg Financial Advisors, Inc | 12,577 | $731.1K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 12,538 | $728.8K | 0.01% | +2,583+25.9% | Added |
| Intellectus Partners, LLC | 12,528 | $728.3K | 0.19% | +12,528 | New |
| Werlinich Asset Management, LLC | 12,598 | $726.7K | 0.47% | 00.0% | Unchanged |
| Cambridge Trust Co | 12,478 | $725.3K | 0.03% | −511−3.9% | Reduced |
| Core Wealth Partners LLC | 12,468 | $724.8K | 0.55% | +40.0% | Added |
| Sequoia Financial Advisors, LLC | 12,447 | $723.5K | 0.01% | −4,802−27.8% | Reduced |
| Meridian Management Co | 12,357 | $718.3K | 0.20% | +79+0.6% | Added |
| Quadrant Capital Group LLC | 12,315 | $715.9K | 0.06% | −69−0.6% | Reduced |
| Ingalls & Snyder LLC | 12,260 | $713.0K | 0.03% | −22,587−64.8% | Reduced |
| Webster Bank, N. A. | 12,264 | $712.9K | 0.08% | −150−1.2% | Reduced |
| GeoWealth Management, LLC | 12,238 | $711.4K | 0.03% | +90+0.7% | Added |
| Geller Advisors LLC | 12,069 | $701.6K | 0.06% | +137+1.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 11,994 | $697.2K | 0.02% | −119−1.0% | Reduced |
| Bryn Mawr Trust Co | 11,981 | $696.5K | 0.03% | +11,981 | New |
| Jump Financial, LLC | 11,950 | $694.7K | 0.02% | +7,763+185.4% | Added |
| Columbia Asset Management | 12,003 | $690.0K | 0.14% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 11,860 | $689.4K | 0.14% | +2,205+22.8% | Added |
| Soltis Investment Advisors LLC | 11,812 | $686.6K | 0.08% | −44−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 12,509 | $685.1K | 0.02% | −338−2.6% | Reduced |
| Vise Technologies, Inc. | 11,728 | $681.8K | 0.13% | +264+2.3% | Added |
| Bank of Hawaii | 11,709 | $680.6K | 0.03% | +177+1.5% | Added |
| Lindbrook Capital, LLC | 11,574 | $672.8K | 0.06% | +271+2.4% | Added |
| Freestone Capital Holdings, LLC | 11,553 | $671.6K | 0.03% | +50.0% | Added |
| TCW Group Inc | 11,543 | $671.0K | 0.01% | −1,902−14.1% | Reduced |
| Massachusetts Wealth Management | 11,500 | $668.5K | 0.47% | +3,225+39.0% | Added |
| Allred Capital Management, LLC | 11,400 | $662.7K | 0.26% | −241−2.1% | Reduced |
| Imprint Wealth LLC | 11,518 | $661.1K | 0.16% | +11,518 | New |
| Groesbeck Investment Management Corp | 11,299 | $657.0K | 0.70% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,245 | $653.7K | 0.01% | +823+7.9% | Added |
| Burns J W & Co Inc | 11,232 | $652.9K | 0.09% | −175−1.5% | Reduced |
| Citizens Financial Group Inc | 11,216 | $652.0K | 0.02% | +2,285+25.6% | Added |
| Forte Capital LLC | 11,201 | $651.1K | 0.08% | −600−5.1% | Reduced |
| Grimes & Company, Inc. | 11,165 | $649.0K | 0.02% | +540+5.1% | Added |
| Ledyard National Bank | 11,121 | $646.5K | 0.06% | 00.0% | Unchanged |
| Dover Advisors, LLC | 11,012 | $640.1K | 0.44% | +100+0.9% | Added |
| Numerai GP LLC | 11,011 | $640.1K | 0.28% | +11,011 | New |
| Avestar Capital, LLC | 10,985 | $638.6K | 0.07% | −243−2.2% | Reduced |
| Investment Advisory Services Inc | 10,968 | $637.6K | 0.23% | −91−0.8% | Reduced |
| Simmons Bank | 10,885 | $632.7K | 0.05% | −100−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 10,809 | $628.3K | 0.01% | +2,746+34.1% | Added |
| Shayne & Co., LLC | 10,779 | $626.6K | 0.17% | 00.0% | Unchanged |
| Diversified Trust Co | 10,769 | $626.0K | 0.02% | +98+0.9% | Added |
| Fishman Jay A Ltd | 10,750 | $624.9K | 0.07% | −150−1.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,733 | $624.0K | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,695 | $621.7K | 0.06% | +10.0% | Added |
| Laurel Wealth Advisors LLC | 10,667 | $620.1K | 0.11% | −140−1.3% | Reduced |
| Compass Wealth Management LLC | 10,651 | $619.1K | 0.15% | −50−0.5% | Reduced |
| Vident Advisory, LLC | 10,650 | $619.1K | 0.01% | −2,057−16.2% | Reduced |
| Clarus Wealth Advisors | 10,878 | $618.8K | 0.35% | +1,042+10.6% | Added |
| Campbell & CO Investment Adviser LLC | 10,584 | $615.2K | 0.05% | −6,112−36.6% | Reduced |
| Busey Wealth Management | 10,553 | $613.5K | 0.02% | −356−3.3% | Reduced |
| Arkadios Wealth Advisors | 10,542 | $612.8K | 0.05% | +254+2.5% | Added |