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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 19,867 | $1.60M | 0.04% | +2,211+12.5% | Added |
| Lazard Freres Gestion S.A.S. | 19,965 | $1.61M | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 19,959 | $1.61M | 0.07% | −1,349−6.3% | Reduced |
| United Services Automobile Association | 20,125 | $1.62M | 0.04% | −4,770−19.2% | Reduced |
| Personal Cfo Solutions, LLC | 20,238 | $1.63M | 0.23% | +90+0.4% | Added |
| Resources Investment Advisors, LLC. | 20,337 | $1.64M | 0.02% | −655−3.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,353 | $1.64M | 0.15% | +1,596+8.5% | Added |
| Wahed Invest LLC | 20,374 | $1.64M | 0.29% | +20,374 | New |
| Maven Securities LTD | 20,400 | $1.64M | 0.19% | +20,400 | New |
| Salem Investment Counselors Inc | 20,491 | $1.65M | 0.05% | +73+0.4% | Added |
| Stratos Wealth Partners, LTD. | 20,561 | $1.65M | 0.02% | −96−0.5% | Reduced |
| Intech Investment Management LLC | 20,611 | $1.66M | 0.02% | −70,295−77.3% | Reduced |
| Integrated Wealth Concepts LLC | 20,670 | $1.66M | 0.02% | −1,624−7.3% | Reduced |
| Wedmont Private Capital | 20,779 | $1.67M | 0.10% | +1,145+5.8% | Added |
| Cinctive Capital Management LP | 20,870 | $1.68M | 0.10% | +20,870 | New |
| CAPROCK Group, Inc. | 20,956 | $1.69M | 0.06% | −2,759−11.6% | Reduced |
| Winton Group Ltd | 21,000 | $1.69M | 0.12% | +16,020+321.7% | Added |
| Griffin Asset Management, Inc. | 21,047 | $1.69M | 0.19% | +500+2.4% | Added |
| KCM Investment Advisors LLC | 21,363 | $1.72M | 0.06% | +297+1.4% | Added |
| Paloma Partners Management Co | 21,420 | $1.72M | 0.09% | −28,308−56.9% | Reduced |
| Citadel Advisors LLC | 21,478 | $1.73M | 0.00% | −2,198,845−99.0% | Reduced |
| Birch Hill Investment Advisors LLC | 21,528 | $1.73M | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 21,543 | $1.73M | 0.08% | +220+1.0% | Added |
| Neville Rodie & Shaw Inc | 21,558 | $1.74M | 0.13% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 21,674 | $1.74M | 0.11% | +343+1.6% | Added |
| Trueblood Wealth Management, LLC | 21,692 | $1.75M | 0.88% | −774−3.4% | Reduced |
| EP Wealth Advisors, LLC | 21,708 | $1.75M | 0.02% | +7,119+48.8% | Added |
| Modera Wealth Management, LLC | 21,756 | $1.75M | 0.02% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 21,853 | $1.75M | 0.27% | +500+2.3% | Added |
| Garrison Point Advisors, LLC | 21,790 | $1.75M | 1.09% | −60−0.3% | Reduced |
| Sciencast Management LP | 21,836 | $1.76M | 0.52% | −15,526−41.6% | Reduced |
| Summit Trail Advisors, LLC | 21,919 | $1.76M | 0.04% | +72+0.3% | Added |
| Hartford Financial Management Inc. | 22,368 | $1.80M | 0.37% | −198−0.9% | Reduced |
| Burney Co | 22,422 | $1.80M | 0.06% | −430−1.9% | Reduced |
| Apollon Wealth Management, LLC | 22,515 | $1.81M | 0.05% | +1,238+5.8% | Added |
| Squarepoint Ops LLC | 22,603 | $1.82M | 0.01% | −105−0.5% | Reduced |
| Curbstone Financial Management Corp | 22,742 | $1.83M | 0.39% | −126−0.6% | Reduced |
| Central Trust Co | 22,800 | $1.84M | 0.04% | −2,483−9.8% | Reduced |
| Quantum Private Wealth, LLC | 23,019 | $1.85M | 0.63% | +702+3.1% | Added |
| Bridges Investment Management Inc | 23,036 | $1.85M | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 23,204 | $1.87M | 0.02% | +256+1.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,300 | $1.88M | 0.00% | −27,960−54.5% | Reduced |
| Woodstock Corp | 23,422 | $1.89M | 0.18% | −400−1.7% | Reduced |
| Lido Advisors, LLC | 23,478 | $1.89M | 0.01% | +723+3.2% | Added |
| Tokio Marine Asset Management Co Ltd | 23,484 | $1.89M | 0.08% | +1,283+5.8% | Added |
| Johnson Investment Counsel Inc | 23,643 | $1.90M | 0.02% | −2,965−11.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 24,101 | $1.94M | 0.16% | +929+4.0% | Added |
| Lakewood Asset Management LLC | 24,220 | $1.95M | 1.33% | −688−2.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 24,435 | $1.97M | 0.09% | +24,435 | New |
| FORA Capital, LLC | 24,439 | $1.97M | 0.23% | −17,835−42.2% | Reduced |
| Bessemer Group Inc | 24,592 | $1.98M | 0.00% | +425+1.8% | Added |
| Horizon Investments, LLC | 24,809 | $1.99M | 0.05% | +10,097+68.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 24,857 | $2.00M | 0.14% | −2,170−8.0% | Reduced |
| Schnieders Capital Management LLC | 25,188 | $2.03M | 0.39% | −252−1.0% | Reduced |
| Principle Wealth Partners LLC | 25,421 | $2.05M | 0.14% | +604+2.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 25,779 | $2.07M | 0.07% | −57−0.2% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $2.08M | 0.08% | 00.0% | Unchanged |
| Everence Capital Management Inc | 25,890 | $2.08M | 0.13% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 26,002 | $2.09M | 0.25% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 26,202 | $2.11M | 0.10% | −168−0.6% | Reduced |
| IMA Wealth, Inc. | 26,322 | $2.12M | 0.46% | +675+2.6% | Added |
| HighPoint Advisor Group LLC | 29,454 | $2.14M | 0.12% | +627+2.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,610 | $2.14M | 0.05% | −57−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 36,247 | $2.15M | 0.02% | +18,474+103.9% | Added |
| Tower Research Capital LLC (TRC) | 26,825 | $2.16M | 0.06% | −45,753−63.0% | Reduced |
| Lifeworks Advisors, LLC | 26,846 | $2.16M | 0.42% | −13,321−33.2% | Reduced |
| Investment Management Corp of Ontario | 27,014 | $2.17M | 0.05% | +9,000+50.0% | Added |
| Polar Asset Management Partners Inc. | 27,300 | $2.20M | 0.05% | +27,300 | New |
| Sabal Trust CO | 27,301 | $2.20M | 0.12% | +374+1.4% | Added |
| Veriti Management LLC | 27,376 | $2.20M | 0.12% | +1,893+7.4% | Added |
| Meiji Yasuda Life Insurance Co | 27,558 | $2.22M | 0.04% | +1,392+5.3% | Added |
| Goelzer Investment Management, Inc. | 27,611 | $2.22M | 0.12% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 27,892 | $2.25M | 0.50% | +317+1.1% | Added |
| Omers Administration Corp | 27,942 | $2.25M | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 28,028 | $2.26M | 0.21% | −367−1.3% | Reduced |
| FineMark National Bank & Trust | 28,104 | $2.26M | 0.08% | −40−0.1% | Reduced |
| Aureus Asset Management, LLC | 28,129 | $2.26M | 0.15% | −3,030−9.7% | Reduced |
| Financial Advocates Investment Management | 28,188 | $2.27M | 0.13% | −187−0.7% | Reduced |
| Barden Capital Management, Inc. | 28,556 | $2.30M | 2.02% | −353−1.2% | Reduced |
| Van Hulzen Asset Management, LLC | 28,753 | $2.31M | 0.17% | +288+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 28,818 | $2.32M | 0.03% | −3,153−9.9% | Reduced |
| Empirical Finance, LLC | 28,829 | $2.32M | 0.14% | +643+2.3% | Added |
| Nia Impact Advisors, LLC | 28,951 | $2.33M | 0.77% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 28,978 | $2.33M | 0.26% | +300+1.0% | Added |
| Pinnacle Associates Ltd | 40,653 | $2.34M | 0.04% | +1,534+3.9% | Added |
| Holderness Investments Co | 29,075 | $2.34M | 0.51% | −227−0.8% | Reduced |
| Cornerstone Advisors, LLC | 29,100 | $2.34M | 0.09% | +1,400+5.1% | Added |
| Glenview Trust Co | 29,241 | $2.35M | 0.05% | −221−0.8% | Reduced |
| Farmers & Merchants Investments Inc | 29,498 | $2.37M | 0.07% | −983−3.2% | Reduced |
| Headinvest, LLC | 29,582 | $2.38M | 0.44% | −1,305−4.2% | Reduced |
| Atria Wealth Solutions, Inc. | 30,246 | $2.43M | 0.03% | −1,492−4.7% | Reduced |
| Clearstead Advisors, LLC | 30,330 | $2.44M | 0.04% | +907+3.1% | Added |
| Aurora Investment Counsel | 30,828 | $2.48M | 1.34% | −9,768−24.1% | Reduced |
| South Dakota Investment Council | 30,853 | $2.48M | 0.05% | −1,175−3.7% | Reduced |
| Dempze Nancy E | 31,110 | $2.50M | 1.40% | +10,925+54.1% | Added |
| TD Waterhouse Canada Inc. | 31,793 | $2.52M | 0.02% | +1,200+3.9% | Added |
| Concurrent Investment Advisors, LLC | 31,485 | $2.53M | 0.08% | +816+2.7% | Added |
| Tiaa Trust, National Association | 31,591 | $2.54M | 0.01% | −2,700−7.9% | Reduced |
| HB Wealth Management, LLC | 31,629 | $2.55M | 0.03% | +1,678+5.6% | Added |
| Cunning Capital Partners, LP | 31,795 | $2.56M | 1.36% | 00.0% | Unchanged |