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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
Camelot Portfolios, LLC0$00.00%−2,000−100.0%Sold out
1832 Asset Management L.P.0$00.00%−1,743−100.0%Sold out
First Foundation Advisors0$00.00%−1,708−100.0%Sold out
RFP Financial Group LLC0$00.00%−1,689−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,465−100.0%Sold out
Planning Capital Management Corp0$00.00%−1,340−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−1,013−100.0%Sold out
Orion Capital Management LLC0$00.00%−750−100.0%Sold out
Chris Bulman Inc0$00.00%−651−100.0%Sold out
Register Financial Advisors LLC0$00.00%−582−100.0%Sold out
Family Firm, Inc.0$00.00%−580−100.0%Sold out
Kelly Financial Services LLC0$00.00%−533−100.0%Sold out
EdgeRock Capital LLC0$00.00%−512−100.0%Sold out
Front Row Advisors LLC0$00.00%−348−100.0%Sold out
Gradient Investments LLC0$00.00%−305−100.0%Sold out
ZynergyRetirementPlanningLLC0$00.00%−275−100.0%Sold out
Magellan Asset Management Ltd0$00.00%−247−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−217−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−203−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−122−100.0%Sold out
Central Bank & Trust Co0$00.00%−116−100.0%Sold out
Pineridge Advisors LLC0$00.00%−95−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−88−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−84−100.0%Sold out
Optiver Holding B.V.0$00.00%−79−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−58−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−24−100.0%Sold out
Fairway Wealth LLC0$00.00%−21−100.0%Sold out
Perkins Coie Trust Co0$00.00%−19−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−13−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−10−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−1−100.0%Sold out
BlackRock Inc.––––Not filed
Ofi Invest Asset Management––––Not filed
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Hoylecohen, LLC––––Not filed
Abbrea Capital, LLC––––Not filed
Knowledge Leaders Capital, LLC––––Not filed
Farmers National Bank––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Institutional & Family Asset Management, LLC––––Not filed
Heritage Trust Co––––Not filed
Gratus Capital LLC––––Not filed
Hall Capital Management Co Inc––––Not filed
JJJ Advisors Inc.––––Not filed
Bradley & Co. Private Wealth Management, LLC––––Not filed
Sofos Investments, Inc.––––Not filed
ICA Group Wealth Management, LLC––––Not filed