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 |
|---|---|---|---|---|---|
| FSC Wealth Advisors, LLC | 288 | $23.2K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 308 | $23.3K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $24.1K | 0.02% | −47−13.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $24.1K | 0.01% | +300 | New |
| Annapolis Financial Services, LLC | 302 | $24.3K | 0.01% | +2+0.7% | Added |
| TSFG, LLC | 310 | $25.0K | 0.01% | −120−27.9% | Reduced |
| Rosenberg Matthew Hamilton | 327 | $26.3K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 335 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 346 | $27.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 350 | $28.2K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 353 | $28.4K | 0.01% | +353 | New |
| Raelipskie Partnership | 360 | $29.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 361 | $29.1K | 0.00% | −381−51.3% | Reduced |
| Accordant Advisory Group Inc | 362 | $29.1K | 0.02% | +112+44.8% | Added |
| Golden State Equity Partners | 363 | $29.2K | 0.00% | +363 | New |
| Castleview Partners, LLC | 370 | $29.8K | 0.02% | +1+0.3% | Added |
| Bruce G. Allen Investments, LLC | 371 | $29.9K | 0.02% | −216−36.8% | Reduced |
| Valley National Advisers Inc | 393 | $31.0K | 0.01% | −163−29.3% | Reduced |
| Raleigh Capital Management Inc. | 387 | $31.1K | 0.01% | +75+24.0% | Added |
| Olistico Wealth, LLC | 400 | $32.2K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $32.2K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $32.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 413 | $33.3K | 0.01% | +98+31.1% | Added |
| Intelligent Financial Strategies | 423 | $34.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 436 | $35.0K | 0.04% | +310+246.0% | Added |
| 1620 Investment Advisors, Inc. | 442 | $35.6K | 0.03% | −382−46.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 444 | $35.7K | 0.00% | −4−0.9% | Reduced |
| GW&K Investment Management, LLC | 450 | $36.0K | 0.00% | +135+42.9% | Added |
| Coastline Trust Co | 460 | $37.0K | 0.00% | +460 | New |
| DT Investment Partners, LLC | 461 | $37.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 472 | $38.0K | 0.02% | +120+34.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 484 | $38.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 476 | $38.3K | 0.00% | −3,065−86.6% | Reduced |
| Red Tortoise LLC | 481 | $38.7K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 484 | $38.9K | 0.00% | −26−5.1% | Reduced |
| Hollencrest Capital Management | 486 | $39.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 489 | $39.4K | 0.01% | −19−3.7% | Reduced |
| NVWM, LLC | 494 | $39.8K | 0.01% | −98−16.6% | Reduced |
| Osterweis Capital Management Inc | 500 | $40.2K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 500 | $40.2K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 500 | $40.2K | 0.00% | +500 | New |
| Boit C F David | 500 | $40.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 503 | $40.5K | 0.00% | −400−44.3% | Reduced |
| Briaud Financial Planning, Inc | 515 | $41.0K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 511 | $41.1K | 0.03% | −1−0.2% | Reduced |
| Glen Eagle Advisors, LLC | 526 | $42.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 534 | $43.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 552 | $44.0K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 547 | $44.0K | 0.01% | +547 | New |
| Caitlin John, LLC | 588 | $44.9K | 0.03% | −39−6.2% | Reduced |
| Oarsman Capital, Inc. | 575 | $46.3K | 0.01% | +575 | New |
| Planned Solutions, Inc. | 580 | $46.7K | 0.02% | +580 | New |
| West Branch Capital LLC | 590 | $47.5K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 597 | $48.0K | 0.01% | −124−17.2% | Reduced |
| Concord Wealth Partners | 600 | $48.3K | 0.01% | −16−2.6% | Reduced |
| United Community Bank | 600 | $48.3K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 619 | $49.8K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 625 | $50.3K | 0.01% | +625 | New |
| SOA Wealth Advisors, LLC. | 636 | $51.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 717 | $52.0K | 0.01% | +717 | New |
| Chesapeake Asset Management LLC | 660 | $53.1K | 0.05% | −90−12.0% | Reduced |
| American Capital Advisory, LLC | 674 | $54.3K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 685 | $55.1K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 687 | $55.3K | 0.02% | −100−12.7% | Reduced |
| GHP Investment Advisors, Inc. | 687 | $55.3K | 0.00% | +276+67.2% | Added |
| Bray Capital Advisors | 700 | $56.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 700 | $56.3K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 712 | $57.3K | 0.00% | +12+1.7% | Added |
| Ramirez Asset Management, Inc. | 730 | $58.8K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 741 | $59.6K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 743 | $59.8K | 0.01% | +743 | New |
| Cornerstone Planning Group LLC | 808 | $60.3K | 0.02% | +11+1.4% | Added |
| Westpac Banking Corp | 777 | $62.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 777 | $62.6K | 0.01% | +1+0.1% | Added |
| Indiana Trust & Investment Management CO | 795 | $64.0K | 0.02% | −680−46.1% | Reduced |
| Vestor Capital, LLC | 800 | $64.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 799 | $64.3K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 800 | $64.4K | 0.02% | −865−52.0% | Reduced |
| Pinnacle Bancorp, Inc. | 800 | $64.4K | 0.02% | 00.0% | Unchanged |
| Claris Advisors, LLC | 800 | $64.4K | 0.03% | +800 | New |
| Mascoma Wealth Management LLC | 802 | $64.6K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 803 | $64.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 820 | $66.0K | 0.01% | −96−10.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 834 | $67.1K | 0.04% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 848 | $68.3K | 0.01% | +70+9.0% | Added |
| Prestige Wealth Management Group LLC | 872 | $70.2K | 0.01% | +225+34.8% | Added |
| LFA - Lugano Financial Advisors SA | 890 | $71.6K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 896 | $72.1K | 0.02% | −319−26.3% | Reduced |
| Maia Wealth LLC | 901 | $72.5K | 0.02% | +901 | New |
| CNB Bank | 903 | $72.7K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 905 | $72.9K | 0.01% | +100+12.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 909 | $73.2K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 939 | $75.6K | 0.01% | +1+0.1% | Added |
| Truvestments Capital LLC | 973 | $78.3K | 0.02% | +973 | New |
| Firsthand Capital Management, Inc. | 1,000 | $80.5K | 0.16% | −4,000−80.0% | Reduced |
| Activest Wealth Management | 1,000 | $80.5K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,000 | $80.5K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,023 | $82.3K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,025 | $82.5K | 0.05% | 00.0% | Unchanged |