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Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in Carrier Global Corp as of Sep 30, 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
1,553
+117 vs. Q2 2024
Shares held
750.4M
+49.2M (+7.0%) vs. Q2 2024
Total value
$60.3B
+$16.1B (+36.4%) vs. Q2 2024
New holders
196
511 more added
Sold out
79
542 more reduced

17 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 1,553 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ3 2024: $60.3B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2024.

Institutions holding CARR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.8$00.00%00.0%Unchanged
Twin Tree Management, LP1$800.00%−59,450−100.0%Reduced
West Paces Advisors Inc.2$1610.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC4$3220.00%00.0%Unchanged
PSI Advisors, LLC6$4820.00%00.0%Unchanged
Pathway Financial Advisers, LLC58,823$7310.00%+58,094+7,969.0%Added
HBC Financial Services, PLLC25$1.00K0.00%00.0%Unchanged
JDM Financial Group LLC13$1.05K0.00%+13New
Voisard Asset Management Group, Inc.13$1.05K0.00%+13New
Wolff Wiese Magana LLC15$1.21K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC16$1.29K0.00%+12+300.0%Added
Fairman Group, LLC17$1.37K0.00%00.0%Unchanged
Copley Financial Group, Inc.19$1.53K0.00%+19New
HighMark Wealth Management LLC20$1.61K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC24$1.93K0.00%00.0%Unchanged
Fairscale Capital, LLC25$2.01K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.25$2.01K0.00%00.0%Unchanged
Atlas Capital Advisors LLC28$2.25K0.00%−2,700−99.0%Reduced
Bogart Wealth, LLC28$2.25K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC31$2.50K0.00%00.0%Unchanged
Dogwood Wealth Management LLC32$2.58K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC33$2.66K0.00%00.0%Unchanged
True Wealth Design, LLC33$2.66K0.00%+4+13.8%Added
Park Place Capital Corp34$2.74K0.00%00.0%Unchanged
Highline Wealth Partners LLC36$2.90K0.00%+13+56.5%Added
Ogorek Anthony Joseph47$3.00K0.00%00.0%Unchanged
TD Capital Management LLC40$3.22K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC40$3.22K0.00%+20+100.0%Added
Aspect Partners, LLC41$3.30K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC42$3.38K0.00%00.0%Unchanged
Battery Global Advisors, LLC44$3.54K0.00%+44New
Macroview Investment Management LLC45$3.62K0.00%00.0%Unchanged
Clear Point Advisors Inc.48$3.86K0.00%00.0%Unchanged
Pacific Center for Financial Services50$4.03K0.00%00.0%Unchanged
PFS Partners, LLC52$4.21K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC53$4.27K0.00%00.0%Unchanged
Financial Freedom, LLC56$4.50K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.59$4.75K0.00%00.0%Unchanged
Valued Wealth Advisors LLC60$4.83K0.00%+13+27.7%Added
Sawyer & Company, Inc61$5.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.65$5.23K0.00%−23−26.1%Reduced
Atticus Wealth Management, LLC66$5.31K0.00%−4−5.7%Reduced
Byrne Asset Management LLC67$5.39K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC87$5.49K0.00%00.0%Unchanged
Rakuten Securities, Inc.73$5.88K0.00%+45+160.7%Added
Global Financial Private Client, LLC74$5.96K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC75$6.04K0.00%00.0%Unchanged
Fortis Group Advisors, LLC76$6.12K0.00%00.0%Unchanged
Richardson Financial Services Inc.92$6.61K0.00%+46+100.0%Added
Avion Wealth93$7.00K0.00%−1−1.1%Reduced
Harvest Fund Management Co., Ltd87$7.00K0.00%+87New
Toth Financial Advisory Corp90$7.25K0.00%00.0%Unchanged
Ossiam96$7.73K0.00%−50−34.2%Reduced
REAP Financial Group, LLC96$7.73K0.00%+96New
Dynamic Wealth Strategies, LLC97$8.00K0.01%00.0%Unchanged
Westside Investment Management, Inc.100$8.05K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.101$8.13K0.00%+101New
Gilliland Jeter Wealth Management LLC105$8.45K0.00%00.0%Unchanged
Providence Capital Advisors, LLC108$8.69K0.00%00.0%Unchanged
Salomon & Ludwin, LLC109$8.77K0.00%−1−0.9%Reduced
Operose Advisors LLC110$8.85K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc111$8.92K0.00%+1+0.9%Added
Harel Insurance Investments & Financial Services Ltd.110$9.00K0.00%00.0%Unchanged
Syntax Research, Inc.118$9.50K0.01%00.0%Unchanged
BBJS Financial Advisors, LLC120$9.69K0.00%00.0%Unchanged
Costello Asset Management, INC125$10.1K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC128$10.3K0.02%00.0%Unchanged
Fairfield Financial Advisors, LTD129$10.4K0.00%+1+0.8%Added
Main Street Group, LTD133$10.7K0.00%00.0%Unchanged
Thompson Investment Management, Inc.134$10.8K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC140$11.3K0.02%00.0%Unchanged
Meeder Asset Management Inc144$11.6K0.00%−321−69.0%Reduced
Breakwater Investment Management145$11.7K0.00%00.0%Unchanged
Talon Private Wealth, LLC148$11.9K0.00%+148New
Wiser Advisor Group LLC148$11.9K0.02%00.0%Unchanged
Live Oak Investment Partners–$12.1K0.01%––
Richard W. Paul & Associates, LLC159$12.8K0.00%00.0%Unchanged
Financial Management Professionals, Inc.167$13.0K0.00%+19+12.8%Added
Sachetta, LLC162$13.0K0.01%−13−7.4%Reduced
Abound Wealth Management169$13.6K0.00%−2−1.2%Reduced
Dunhill Financial, LLC173$14.0K0.01%+86+98.9%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna198$15.9K0.01%−52−20.8%Reduced
First PREMIER Bank200$16.0K0.00%00.0%Unchanged
First Personal Financial Services200$16.1K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC200$16.1K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.200$16.1K0.00%+200Added
Raffa Wealth Management, LLC201$16.2K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC203$16.3K0.01%00.0%Unchanged
MCF Advisors LLC204$16.4K0.00%−181−47.0%Reduced
Kayne Anderson Rudnick Investment Management LLC210$16.9K0.00%+4+1.9%Added
Transcendent Capital Group LLC213$17.1K0.01%00.0%Unchanged
DecisionPoint Financial, LLC220$17.7K0.01%00.0%Unchanged
PrairieView Partners, LLC227$18.0K0.00%00.0%Unchanged
Tucker Asset Management LLC225$18.1K0.00%−8,622−97.5%Reduced
Private Wealth Management Group, LLC234$18.8K0.01%+3+1.3%Added
WR Wealth Planners, LLC243$19.6K0.01%00.0%Unchanged
TruNorth Capital Management, LLC245$19.7K0.01%+114+87.0%Added
Morton Brown Family Wealth, LLC247$19.9K0.01%00.0%Unchanged
Nemes Rush Group LLC350$20.3K0.00%00.0%Unchanged
Creative Financial Designs Inc274$22.0K0.00%+1+0.4%Added