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 |
|---|---|---|---|---|---|
| FIL Ltd | 58,405 | $4.70M | 0.00% | +1,853+3.3% | Added |
| Kentucky Retirement Systems | 58,488 | $4.71M | 0.14% | −4,656−7.4% | Reduced |
| Canandaigua National Bank & Trust Co | 59,129 | $4.76M | 0.45% | −3,130−5.0% | Reduced |
| Tower View Investment Management & Research LLC | 59,488 | $4.79M | 2.62% | +82+0.1% | Added |
| CWM, LLC | 60,029 | $4.83M | 0.02% | −3,304−5.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 60,096 | $4.84M | 0.08% | +21,609+56.1% | Added |
| Brasada Capital Management, LP | 60,291 | $4.86M | 0.85% | +14,922+32.9% | Added |
| NBT Bank N A | 60,567 | $4.88M | 0.33% | −3,120−4.9% | Reduced |
| Nordea Investment Management AB | 61,584 | $4.96M | 0.01% | −54−0.1% | Reduced |
| Concentric Capital Strategies, LP | 61,834 | $4.98M | 0.31% | +3,495+6.0% | Added |
| O'Shaughnessy Asset Management, LLC | 60,705 | $5.02M | 0.04% | +8,154+15.5% | Added |
| RSM US Wealth Management LLC | 63,396 | $5.03M | 0.07% | +7,362+13.1% | Added |
| Daymark Wealth Partners, LLC | 62,593 | $5.04M | 0.21% | −971−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 62,790 | $5.05M | 0.04% | −3,898−5.8% | Reduced |
| Cohen Capital Management, Inc. | 63,834 | $5.14M | 0.83% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 64,976 | $5.23M | 0.12% | 00.0% | Unchanged |
| Dearborn Partners LLC | 65,152 | $5.24M | 0.21% | −1,122−1.7% | Reduced |
| Oppenheimer & Co Inc | 65,810 | $5.30M | 0.08% | +13,354+25.5% | Added |
| Gulf International Bank (UK) Ltd | 65,955 | $5.31M | 0.14% | −2,721−4.0% | Reduced |
| Richard Bernstein Advisors LLC | 66,032 | $5.31M | 0.11% | 00.0% | Unchanged |
| Patten Group, Inc. | 66,926 | $5.39M | 1.20% | −150−0.2% | Reduced |
| Sandler Capital Management | 67,000 | $5.39M | 1.04% | +67,000 | New |
| QRG Capital Management, Inc. | 67,272 | $5.41M | 0.06% | +5,512+8.9% | Added |
| Sanctuary Advisors, LLC | 70,379 | $5.42M | 0.03% | +237+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 67,318 | $5.42M | 0.02% | +2,832+4.4% | Added |
| Benjamin Edwards Inc | 67,588 | $5.44M | 0.08% | +62,009+1,111.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 68,555 | $5.52M | 0.90% | −129−0.2% | Reduced |
| Kidder Stephen W | 71,545 | $5.76M | 1.70% | +21,760+43.7% | Added |
| Ethic Inc. | 99,097 | $5.76M | 0.15% | +2,040+2.1% | Added |
| Snowden Capital Advisors LLC | 71,629 | $5.77M | 0.17% | +791+1.1% | Added |
| Polar Capital Holdings Plc | 71,800 | $5.78M | 0.03% | −9,200−11.4% | Reduced |
| Oregon Public Employees Retirement Fund | 71,828 | $5.78M | 0.11% | −170−0.2% | Reduced |
| Stephens Inc | 72,384 | $5.83M | 0.08% | −3,624−4.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 72,401 | $5.83M | 0.05% | +68,555+1,782.5% | Added |
| Parallax Volatility Advisers, L.P. | 72,668 | $5.85M | 0.15% | −50,184−40.8% | Reduced |
| Natixis | 72,675 | $5.85M | 0.04% | +72,355+22,610.9% | Added |
| Parsons Capital Management Inc | 72,824 | $5.86M | 0.37% | −955−1.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 73,111 | $5.88M | 1.48% | +35,012+91.9% | Added |
| Ferguson Wellman Capital Management, Inc | 73,695 | $5.93M | 0.11% | −2,201−2.9% | Reduced |
| Family Capital Trust Co | 73,916 | $5.95M | 1.91% | −386−0.5% | Reduced |
| Legacy CG, LLC | 74,228 | $5.97M | 1.95% | −5,662−7.1% | Reduced |
| Rafferty Asset Management, LLC | 74,499 | $6.00M | 0.02% | −2,514−3.3% | Reduced |
| Crescent Grove Advisors, LLC | 74,771 | $6.02M | 0.61% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 75,155 | $6.05M | 0.00% | −127−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 75,627 | $6.08M | 0.06% | −3,844−4.8% | Reduced |
| Man Group plc | 75,822 | $6.10M | 0.02% | −61,135−44.6% | Reduced |
| Private Advisor Group, LLC | 76,105 | $6.13M | 0.04% | −2,079−2.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 76,798 | $6.18M | 0.12% | −172−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 77,184 | $6.21M | 0.24% | +473+0.6% | Added |
| Souders Financial Advisors | 78,012 | $6.28M | 0.87% | −2,578−3.2% | Reduced |
| Pacer Advisors, Inc. | 79,226 | $6.38M | 0.01% | +7,265+10.1% | Added |
| Pegasus Asset Management, Inc. | 79,571 | $6.40M | 2.44% | −1,102−1.4% | Reduced |
| Elo Mutual Pension Insurance Co | 81,808 | $6.58M | 0.14% | +12,403+17.9% | Added |
| Hartline Investment Corp | 81,913 | $6.59M | 0.82% | +71,924+720.0% | Added |
| Fayez Sarofim & Co | 82,717 | $6.66M | 0.02% | +85+0.1% | Added |
| Regions Financial Corp | 82,950 | $6.68M | 0.05% | −1,725−2.0% | Reduced |
| Candriam Luxembourg S.C.A. | 83,099 | $6.69M | 0.04% | +6,553+8.6% | Added |
| Cumberland Partners Ltd | 83,725 | $6.74M | 0.47% | −7,335−8.1% | Reduced |
| Avantax Advisory Services, Inc. | 83,748 | $6.74M | 0.04% | +1,194+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 83,834 | $6.75M | 0.07% | +1,802+2.2% | Added |
| Wealthfront Advisers LLC | 84,174 | $6.78M | 0.02% | +1,894+2.3% | Added |
| Northwest Investment Counselors, LLC | 84,666 | $6.81M | 1.54% | −807−0.9% | Reduced |
| Fiduciary Trust Co | 84,836 | $6.83M | 0.10% | −1,946−2.2% | Reduced |
| Colony Group, LLC | 86,699 | $6.98M | 0.02% | +45,391+109.9% | Added |
| Cresset Asset Management, LLC | 86,730 | $6.98M | 0.03% | +2,077+2.5% | Added |
| Puzo Michael J | 87,489 | $7.04M | 1.84% | +20,806+31.2% | Added |
| AdvisorNet Financial, Inc | 87,548 | $7.05M | 0.53% | −1,777−2.0% | Reduced |
| HM Payson & Co | 90,349 | $7.27M | 0.12% | +314+0.3% | Added |
| Jefferies Financial Group Inc. | 90,449 | $7.28M | 0.12% | +73,600+436.8% | Added |
| Storebrand Asset Management AS | 90,484 | $7.28M | 0.02% | +31,411+53.2% | Added |
| Broderick Brian C | 90,572 | $7.29M | 1.43% | +32,414+55.7% | Added |
| CIBC World Markets Inc. | 91,052 | $7.33M | 0.02% | +49,231+117.7% | Added |
| Davenport & Co LLC | 91,152 | $7.34M | 0.04% | +1,058+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 91,407 | $7.36M | 0.26% | −4,661−4.9% | Reduced |
| Fifth Third Bancorp | 91,934 | $7.40M | 0.03% | −4,589−4.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 92,125 | $7.42M | 0.02% | −4,014−4.2% | Reduced |
| Captrust Financial Advisors | 92,276 | $7.43M | 0.02% | −2,872−3.0% | Reduced |
| Welch Group, LLC | 92,424 | $7.44M | 0.32% | +7,912+9.4% | Added |
| American Century Companies Inc | 92,687 | $7.46M | 0.00% | −1,579−1.7% | Reduced |
| Hilton Capital Management, LLC | 93,749 | $7.55M | 0.58% | +1,199+1.3% | Added |
| Allianz Asset Management GmbH | 94,161 | $7.58M | 0.01% | −57,886−38.1% | Reduced |
| Kestra Advisory Services, LLC | 94,362 | $7.60M | 0.04% | +1,089+1.2% | Added |
| Evoke Wealth, LLC | 95,301 | $7.67M | 0.21% | +95,301 | New |
| Wesleyan Assurance Society | 96,200 | $7.74M | 0.61% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 97,863 | $7.78M | 0.02% | +8,839+9.9% | Added |
| Tufton Capital Management | 97,525 | $7.85M | 1.47% | −3,245−3.2% | Reduced |
| IFP Advisors, Inc | 97,730 | $7.87M | 0.28% | +3,610+3.8% | Added |
| JustInvest LLC | 97,773 | $7.87M | 0.13% | +11,169+12.9% | Added |
| Baker Ellis Asset Management LLC | 97,906 | $7.88M | 1.12% | −551−0.6% | Reduced |
| Bahl & Gaynor Inc | 99,952 | $8.05M | 0.04% | −3,676−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 100,044 | $8.05M | 0.03% | +24,076+31.7% | Added |
| CapWealth Advisors, LLC | 100,233 | $8.07M | 0.88% | +1,007+1.0% | Added |
| Nissay Asset Management Corp | 100,429 | $8.08M | 0.05% | +2,899+3.0% | Added |
| Daiwa Securities Group Inc. | 100,440 | $8.08M | 0.04% | +11,032+12.3% | Added |
| Bank of Nova Scotia | 100,888 | $8.12M | 0.02% | +13,492+15.4% | Added |
| Glenmede Trust Co NA | 101,070 | $8.14M | 0.04% | −6,254−5.8% | Reduced |
| Hall Laurie J Trustee | 101,290 | $8.15M | 2.58% | +1,550+1.6% | Added |
| Capital Management Corp | 101,849 | $8.20M | 1.46% | −9,937−8.9% | Reduced |
| Riverview Capital Advisers, LLC | 103,165 | $8.30M | 2.56% | −70−0.1% | Reduced |
| Mutual of America Capital Management LLC | 103,402 | $8.32M | 0.09% | −2,313−2.2% | Reduced |