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 |
|---|---|---|---|---|---|
| Field & Main Bank | 1,085 | $87.3K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,104 | $88.9K | 0.01% | −81−6.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,109 | $89.3K | 0.03% | +344+45.0% | Added |
| Aspire Private Capital, LLC | 1,115 | $89.7K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,122 | $90.3K | 0.03% | −311−21.7% | Reduced |
| Union Savings Bank | 1,124 | $90.5K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,155 | $93.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,177 | $94.8K | 0.03% | +51+4.5% | Added |
| Paladin Advisory Group, LLC | 1,184 | $95.3K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,187 | $95.5K | 0.00% | +487+69.6% | Added |
| Riverview Trust Co | 1,189 | $95.7K | 0.08% | +12+1.0% | Added |
| Coppell Advisory Solutions LLC | 1,219 | $98.1K | 0.01% | −30−2.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,267 | $102.0K | 0.01% | +1,267 | New |
| Oakmont Corp | 1,413 | $102.6K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,295 | $104.2K | 0.01% | −29−2.2% | Reduced |
| Acima Private Wealth, LLC | 1,300 | $104.6K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,336 | $107.5K | 0.01% | +1,336 | New |
| Hara Capital LLC | 1,340 | $107.9K | 0.07% | +1,340 | New |
| First Community Trust NA | 1,350 | $108.7K | 0.09% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,387 | $110.1K | 0.07% | −11−0.8% | Reduced |
| American National Bank | 1,376 | $110.8K | 0.01% | −950−40.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,399 | $112.6K | 0.04% | −66−4.5% | Reduced |
| M&R Capital Management Inc | 1,405 | $113.1K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,421 | $114.0K | 0.01% | +1+0.1% | Added |
| POM Investment Strategies, LLC | 1,425 | $114.7K | 0.09% | −54−3.7% | Reduced |
| Bellevue Asset Management, LLC | 1,432 | $115.3K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,451 | $116.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,463 | $117.8K | 0.01% | −90−5.8% | Reduced |
| Pacifica Partners Inc. | 1,533 | $123.4K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,545 | $124.4K | 0.05% | +3+0.2% | Added |
| CoreCap Advisors, LLC | 1,556 | $125.2K | 0.01% | −75−4.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,600 | $128.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,607 | $129.3K | 0.05% | −35−2.1% | Reduced |
| Princeton Global Asset Management LLC | 1,645 | $132.4K | 0.03% | −307−15.7% | Reduced |
| Hilltop National Bank | 1,667 | $134.2K | 0.04% | −30−1.8% | Reduced |
| Rise Advisors, LLC | 1,702 | $137.0K | 0.07% | +5+0.3% | Added |
| Continuum Advisory, LLC | 1,887 | $141.5K | 0.02% | +545+40.6% | Added |
| Oakworth Capital, Inc. | 1,766 | $142.1K | 0.01% | +13+0.7% | Added |
| Evermay Wealth Management LLC | 1,790 | $144.1K | 0.02% | −155−8.0% | Reduced |
| Motco | 1,798 | $144.7K | 0.01% | +1,000+125.3% | Added |
| Old Second National Bank of Aurora | 1,800 | $144.9K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,827 | $147.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,050 | $150.9K | 0.07% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,895 | $153.0K | 0.02% | −583−23.5% | Reduced |
| CKW Financial Group | 1,952 | $155.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,974 | $158.8K | 0.06% | −22−1.1% | Reduced |
| Clean Yield Group | 1,974 | $158.9K | 0.05% | +12+0.6% | Added |
| Capital Analysts, LLC | 1,970 | $159.0K | 0.01% | +3+0.2% | Added |
| Wellington Shields & Co., LLC | 2,000 | $161.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,075 | $167.0K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,084 | $168.0K | 0.12% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,100 | $169.0K | 0.01% | +6+0.3% | Added |
| Cypress Capital Management LLC (WY) | 2,110 | $169.8K | 0.18% | −600−22.1% | Reduced |
| Richardson Capital Management LLC | 2,111 | $169.9K | 0.12% | +7+0.3% | Added |
| CVA Family Office, LLC | 2,127 | $171.2K | 0.03% | −323−13.2% | Reduced |
| JFS Wealth Advisors, LLC | 2,130 | $171.4K | 0.01% | −513−19.4% | Reduced |
| Duncker Streett & Co Inc | 2,182 | $175.6K | 0.03% | +104+5.0% | Added |
| Adalta Capital Management LLC | 2,184 | $175.8K | 0.09% | −1,500−40.7% | Reduced |
| Uncommon Cents Investing LLC | 2,220 | $178.7K | 0.05% | +2,220 | New |
| Bangor Savings Bank | 2,225 | $179.1K | 0.02% | −146−6.2% | Reduced |
| Mendota Financial Group, LLC | 2,228 | $179.3K | 0.09% | −416−15.7% | Reduced |
| HHM Wealth Advisors, LLC | 2,240 | $180.3K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,250 | $181.1K | 0.09% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,259 | $181.8K | 0.01% | +1,140+101.9% | Added |
| Capital Advisors, Ltd. LLC | 2,268 | $183.0K | 0.02% | −13−0.6% | Reduced |
| Baldwin Brothers Inc | 2,293 | $184.6K | 0.01% | +898+64.4% | Added |
| MV Capital Management, Inc. | 2,320 | $186.7K | 0.02% | +24+1.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,320 | $186.7K | 0.02% | +113+5.1% | Added |
| Logan Capital Management Inc | 2,354 | $189.5K | 0.01% | −350−12.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,367 | $190.6K | 0.01% | +26+1.1% | Added |
| Citizens National Bank Trust Department | 2,405 | $193.6K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 2,411 | $194.1K | 0.04% | +10+0.4% | Added |
| Hanson & Doremus Investment Management | 2,422 | $195.0K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,430 | $195.7K | 0.02% | +528+27.8% | Added |
| Oppenheimer Asset Management Inc. | 2,489 | $200.3K | 0.00% | +2,489 | New |
| Hudson Valley Investment Advisors Inc | 2,494 | $200.7K | 0.02% | +2,494 | New |
| SlateStone Wealth, LLC | 2,492 | $201.0K | 0.02% | +2,492 | New |
| Federated Hermes, Inc. | 2,499 | $201.1K | 0.00% | −1,795−41.8% | Reduced |
| RBF Capital, LLC | 2,500 | $201.2K | 0.01% | +2,500 | New |
| Morse Asset Management, Inc | 2,500 | $201.2K | 0.04% | +2,500 | New |
| Koshinski Asset Management, Inc. | 2,503 | $201.5K | 0.02% | +2,503 | New |
| Edge Capital Group, LLC | 2,510 | $202.0K | 0.01% | +2,510 | New |
| Stephenson National Bank & Trust | 2,523 | $203.1K | 0.06% | 00.0% | Unchanged |
| Norden Group LLC | 2,527 | $203.4K | 0.02% | +2,527 | New |
| Partnership Wealth Management, LLC | 2,528 | $203.5K | 0.14% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,530 | $203.6K | 0.02% | +2,530 | New |
| Hamilton Capital, LLC | 2,808 | $204.2K | 0.02% | +2,808 | New |
| Davis R M Inc | 2,542 | $204.6K | 0.00% | +2,542 | New |
| Avidian Wealth Solutions, LLC | 2,550 | $205.2K | 0.01% | +2,550 | New |
| TCI Wealth Advisors, Inc. | 2,564 | $206.4K | 0.02% | +2,564 | New |
| GDS Wealth Management | 2,568 | $206.7K | 0.02% | +2,568 | New |
| Shum Financial Group, Inc. | 2,801 | $207.0K | 0.17% | +2,801 | New |
| Tranquility Partners, LLC | 2,573 | $207.1K | 0.08% | +2,573 | New |
| Cromwell Holdings LLC | 2,581 | $207.7K | 0.13% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,583 | $207.9K | 0.12% | +2,583 | New |
| Mill Creek Capital Advisors, LLC | 2,590 | $208.5K | 0.01% | +2,590 | New |
| Papp L Roy & Associates | 2,590 | $208.5K | 0.03% | +2,590 | New |
| Stiles Financial Services Inc | 2,593 | $208.8K | 0.07% | +2,593 | New |
| WMS Partners, LLC | 2,598 | $209.1K | 0.01% | +2,598 | New |
| Paradigm Asset Management Co LLC | 2,600 | $209.3K | 0.05% | 00.0% | Unchanged |