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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CX Institutional | 12,644 | $1.02M | 0.05% | +77+0.6% | Added |
| Sigma Planning Corp | 12,729 | $1.02M | 0.03% | +549+4.5% | Added |
| Soltis Investment Advisors LLC | 12,730 | $1.02M | 0.10% | +615+5.1% | Added |
| Auto-Owners Insurance Co | 12,787 | $1.03M | 0.03% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 12,800 | $1.03M | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 12,870 | $1.04M | 0.04% | +218+1.7% | Added |
| Means Investment Co., Inc. | 12,907 | $1.04M | 0.12% | +323+2.6% | Added |
| Olstein Capital Management, L.P. | 13,000 | $1.05M | 0.18% | −33,000−71.7% | Reduced |
| Benedict Financial Advisors Inc | 13,000 | $1.05M | 0.25% | −36−0.3% | Reduced |
| Harbor Advisors LLC | 13,000 | $1.05M | 0.18% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 13,065 | $1.05M | 0.08% | +64+0.5% | Added |
| Bragg Financial Advisors, Inc | 13,112 | $1.06M | 0.04% | +415+3.3% | Added |
| Mesirow Financial Investment Management, Inc. | 13,123 | $1.06M | 0.02% | +38+0.3% | Added |
| Umb Bank N A | 13,150 | $1.06M | 0.02% | +206+1.6% | Added |
| Chicago Capital, LLC | 13,153 | $1.06M | 0.03% | +248+1.9% | Added |
| Twinbeech Capital LP | 13,159 | $1.06M | 0.02% | +13,159 | New |
| Sheaff Brock Investment Advisors, LLC | 13,265 | $1.07M | 0.09% | +13,265 | New |
| N.E.W. Advisory Services LLC | 13,306 | $1.07M | 0.11% | +225+1.7% | Added |
| Waterford Advisors, LLC | 13,381 | $1.08M | 0.55% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,468 | $1.08M | 0.78% | 00.0% | Unchanged |
| Excalibur Management Corp | 13,484 | $1.09M | 0.41% | −482−3.5% | Reduced |
| Jacobi Capital Management LLC | 13,488 | $1.09M | 0.08% | +2,757+25.7% | Added |
| 1858 Wealth Management, LLC | 13,511 | $1.09M | 0.89% | −32−0.2% | Reduced |
| Vident Advisory, LLC | 13,604 | $1.09M | 0.03% | −2,719−16.7% | Reduced |
| Rossmore Private Capital | 13,626 | $1.10M | 0.14% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 13,669 | $1.10M | 0.02% | −779−5.4% | Reduced |
| Prudential PLC | 13,699 | $1.10M | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 13,755 | $1.11M | 0.03% | −221−1.6% | Reduced |
| Estabrook Capital Management | 13,922 | $1.12M | 0.17% | −50−0.4% | Reduced |
| Trust Co of Toledo NA | 14,004 | $1.13M | 0.15% | −125−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 14,005 | $1.13M | 0.05% | −371−2.6% | Reduced |
| Wedbush Securities Inc | 14,101 | $1.14M | 0.04% | +19+0.1% | Added |
| City Holding Co | 14,110 | $1.14M | 0.16% | −98−0.7% | Reduced |
| National Asset Management, Inc. | 14,148 | $1.14M | 0.03% | −257−1.8% | Reduced |
| ELCO Management Co., LLC | 14,364 | $1.16M | 0.62% | −187−1.3% | Reduced |
| Sawgrass Asset Management LLC | 14,381 | $1.16M | 0.12% | −431−2.9% | Reduced |
| Ar Asset Management Inc | 14,400 | $1.16M | 0.26% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 14,449 | $1.16M | 0.04% | −34−0.2% | Reduced |
| GAMMA Investing LLC | 14,456 | $1.16M | 0.12% | +3,244+28.9% | Added |
| Flputnam Investment Management Co | 14,435 | $1.17M | 0.02% | −251−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 14,697 | $1.18M | 0.01% | +1,600+12.2% | Added |
| Charter Trust Co | 14,719 | $1.18M | 0.08% | 00.0% | Unchanged |
| Bank of Hawaii | 14,719 | $1.18M | 0.05% | +1,243+9.2% | Added |
| ING Groep NV | 14,783 | $1.19M | 0.01% | +14,783 | New |
| Panagora Asset Management Inc | 14,939 | $1.20M | 0.01% | −40.0% | Reduced |
| Montag A & Associates Inc | 14,991 | $1.21M | 0.06% | 00.0% | Unchanged |
| Pitcairn Co | 14,998 | $1.21M | 0.07% | −1,872−11.1% | Reduced |
| Caldwell Investment Management Ltd. | 15,100 | $1.22M | 0.85% | +15,100 | New |
| Citizens Financial Group Inc | 15,111 | $1.22M | 0.02% | +104+0.7% | Added |
| Pring Turner Capital Group Inc | 15,150 | $1.22M | 0.77% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,204 | $1.22M | 0.13% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15,225 | $1.23M | 0.47% | +15,225 | New |
| Vestcor Inc | 15,267 | $1.23M | 0.04% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 15,307 | $1.23M | 0.63% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 15,326 | $1.23M | 0.02% | +645+4.4% | Added |
| Buffington Mohr McNeal | 15,346 | $1.24M | 0.20% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 15,376 | $1.24M | 0.52% | +343+2.3% | Added |
| Brendel Financial Advisors LLC | 15,394 | $1.24M | 0.70% | +53+0.3% | Added |
| Baldwin Investment Management, LLC | 15,775 | $1.27M | 0.16% | +10+0.1% | Added |
| Crestwood Advisors Group LLC | 15,777 | $1.27M | 0.02% | +341+2.2% | Added |
| Advisors Asset Management, Inc. | 15,960 | $1.28M | 0.02% | +11,144+231.4% | Added |
| Kingsview Wealth Management, LLC | 16,089 | $1.29M | 0.03% | +1,040+6.9% | Added |
| NorthRock Partners, LLC | 16,315 | $1.31M | 0.04% | +405+2.5% | Added |
| Roberts Glore & Co Inc | 16,331 | $1.31M | 0.38% | −1,530−8.6% | Reduced |
| TownSquare Capital, LLC | 16,337 | $1.31M | 0.02% | +6,608+67.9% | Added |
| Robeco Institutional Asset Management B.V. | 16,694 | $1.34M | 0.00% | +74+0.4% | Added |
| GLOBALT Investments LLC | 16,746 | $1.35M | 0.05% | +2,351+16.3% | Added |
| Marble Harbor Investment Counsel, LLC | 16,930 | $1.36M | 0.15% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 17,000 | $1.37M | 0.02% | +17,000 | New |
| Robertson Stephens Wealth Management, LLC | 17,026 | $1.37M | 0.05% | −1,268−6.9% | Reduced |
| Wendell David Associates Inc | 17,203 | $1.39M | 0.13% | −465−2.6% | Reduced |
| Cascade Investment Advisors, Inc. | 17,243 | $1.39M | 0.88% | +115+0.7% | Added |
| BNP Paribas | 17,275 | $1.39M | 0.06% | +2,174+14.4% | Added |
| V-Square Quantitative Management LLC | 17,289 | $1.39M | 0.20% | +2,116+13.9% | Added |
| First Hawaiian Bank | 17,327 | $1.39M | 0.04% | +10.0% | Added |
| Home Federal Bank of Tennessee | 17,452 | $1.40M | 0.40% | +575+3.4% | Added |
| Massachusetts Wealth Management | 17,550 | $1.41M | 0.89% | +1,175+7.2% | Added |
| BKD Wealth Advisors, LLC | 17,643 | $1.42M | 0.03% | −2,218−11.2% | Reduced |
| Diversified Trust Co | 17,787 | $1.43M | 0.04% | +3,881+27.9% | Added |
| Romano Brothers and Company | 17,887 | $1.44M | 0.18% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 17,981 | $1.45M | 0.00% | −8,419−31.9% | Reduced |
| Kraematon Investment Advisors, Inc | 18,123 | $1.46M | 1.43% | −1,037−5.4% | Reduced |
| Kestra Private Wealth Services, LLC | 18,175 | $1.46M | 0.03% | +61+0.3% | Added |
| Patten & Patten Inc | 18,224 | $1.47M | 0.10% | −500−2.7% | Reduced |
| VCI Wealth Management LLC | 18,241 | $1.47M | 0.65% | +18,241 | New |
| Signaturefd, LLC | 18,279 | $1.47M | 0.03% | −1,160−6.0% | Reduced |
| First Manhattan Co | 18,393 | $1.48M | 0.00% | −735−3.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 18,407 | $1.48M | 0.05% | +3,684+25.0% | Added |
| Guggenheim Capital LLC | 18,689 | $1.50M | 0.01% | −8,830−32.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.51M | 0.27% | 00.0% | Unchanged |
| Dakota Wealth Management | 18,757 | $1.51M | 0.03% | −9,911−34.6% | Reduced |
| Ahl Investment Management, Inc. | 18,786 | $1.51M | 1.04% | −200−1.1% | Reduced |
| Qsemble Capital Management, LP | 18,842 | $1.52M | 0.28% | +3,007+19.0% | Added |
| Eastern Bank | 18,942 | $1.52M | 0.03% | +18,942 | New |
| Weiss Asset Management LP | 18,984 | $1.53M | 0.04% | +18,984 | New |
| Lipe & Dalton | 19,107 | $1.54M | 0.78% | +10.0% | Added |
| Beese Fulmer Investment Management, Inc. | 19,244 | $1.55M | 0.13% | −151−0.8% | Reduced |
| Bollard Group LLC | 19,399 | $1.56M | 0.04% | +28+0.1% | Added |
| Park Avenue Securities LLC | 19,412 | $1.56M | 0.02% | −1,475−7.1% | Reduced |
| SpiderRock Advisors, LLC | 19,616 | $1.58M | 0.03% | −1,115−5.4% | Reduced |