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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 2,600 | $209.3K | 0.10% | 00.0% | Unchanged |
| RS Crum Inc. | 2,600 | $209.3K | 0.05% | +2,600 | New |
| Rede Wealth, LLC | 2,600 | $209.3K | 0.08% | +2,600 | New |
| Private Portfolio Partners LLC | 2,602 | $209.4K | 0.04% | +2,602 | New |
| Howe & Rusling Inc | 2,602 | $209.4K | 0.02% | −1,000−27.8% | Reduced |
| Mitchell Sinkler & Starr | 2,605 | $209.7K | 0.05% | +2,605 | New |
| Camden National Bank | 2,606 | $209.8K | 0.03% | +2,606 | New |
| Lakeview Capital Partners, LLC | 2,613 | $210.4K | 0.03% | +2,613 | New |
| Marcum Wealth, LLC | 2,616 | $210.6K | 0.02% | +2,616 | New |
| Ashton Thomas Private Wealth, LLC | 2,617 | $210.6K | 0.01% | −66−2.5% | Reduced |
| Zuckerman Investment Group, LLC | 2,623 | $211.1K | 0.02% | +2,623 | New |
| Intrua Financial, LLC | 2,624 | $211.2K | 0.03% | +2,624 | New |
| Fort Washington Investment Advisors Inc | 2,625 | $211.3K | 0.00% | +2,625 | New |
| Greenhouse Wealth Management, LLC | 2,629 | $211.6K | 0.14% | +2,629 | New |
| OneAscent Financial Services LLC | 2,629 | $212.0K | 0.15% | +2,629 | New |
| Inspire Advisors, LLC | 2,635 | $212.1K | 0.03% | +2,635 | New |
| Nicholas Hoffman & Company, LLC. | 2,644 | $212.9K | 0.01% | +2,644 | New |
| Vishria Bird Financial Group, LLC | 2,646 | $213.0K | 0.08% | +2,646 | New |
| Concentric Wealth Management, LLC | 2,650 | $213.3K | 0.05% | +2,650 | New |
| Fernwood Investment Management, LLC | 2,660 | $214.1K | 0.07% | +2,660 | New |
| Whitener Capital Management, Inc. | 2,666 | $214.6K | 0.06% | +2,666 | New |
| Drive Wealth Management, LLC | 2,674 | $215.2K | 0.06% | +2,674 | New |
| Convergence Investment Partners, LLC | 2,676 | $215.4K | 0.06% | +2,676 | New |
| Banco Santander, S.A. | 2,679 | $215.6K | 0.00% | +2,679 | New |
| Legacy Financial Advisors, Inc. | 2,690 | $216.5K | 0.04% | +2,690 | New |
| FinTrust Capital Advisors, LLC | 2,692 | $216.7K | 0.04% | +95+3.7% | Added |
| J. W. Coons Advisors, LLC | 2,700 | $217.3K | 0.05% | +2,700 | New |
| SMART Wealth LLC | 2,706 | $217.8K | 0.09% | +2,706 | New |
| Cardiff Park Advisors, LLC | 2,707 | $217.9K | 0.02% | +2,707 | New |
| Creative Capital Management Investments LLC | 2,708 | $218.0K | 0.09% | +813+42.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,709 | $218.0K | 0.04% | +2,709 | New |
| Old Port Advisors | 2,714 | $218.4K | 0.06% | +2,714 | New |
| Financial Advisors, LLC | 2,714 | $218.4K | 0.04% | +2,714 | New |
| Guyasuta Investment Advisors Inc | 2,726 | $219.4K | 0.01% | +2,726 | New |
| Journey Strategic Wealth LLC | 2,735 | $220.1K | 0.01% | +2,735 | New |
| Knollwood Investment Advisory, LLC | 2,739 | $220.5K | 0.02% | +2,739 | New |
| We Are One Seven, LLC | 2,741 | $220.6K | 0.01% | +2,741 | New |
| Bellecapital International Ltd. | 2,753 | $221.6K | 0.04% | +2,753 | New |
| Silver Lake Advisory, LLC | 2,762 | $222.3K | 0.09% | +2,762 | New |
| Axiom Advisory, LLC | 3,200 | $222.8K | 0.00% | +3,200 | New |
| Deseret Mutual Benefit Administrators | 2,782 | $223.9K | 0.11% | −94−3.3% | Reduced |
| Empower Advisory Group, LLC | 2,785 | $224.2K | 0.00% | +2,785 | New |
| Plancorp, LLC | 2,788 | $224.4K | 0.01% | +2,788 | New |
| Kathmere Capital Management, LLC | 2,790 | $224.6K | 0.02% | +2,790 | New |
| Balentine LLC | 2,791 | $224.6K | 0.01% | +2,791 | New |
| Boston Family Office LLC | 2,800 | $225.0K | 0.02% | +2,800 | New |
| MBL Wealth, LLC | 2,806 | $225.9K | 0.02% | +2,806 | New |
| Callan Capital, LLC | 2,820 | $227.0K | 0.02% | +2,820 | New |
| Live Oak Private Wealth LLC | 2,828 | $227.6K | 0.04% | +2,828 | New |
| Kingfisher Capital LLC | 2,838 | $228.5K | 0.05% | +2,838 | New |
| Legacy Capital Wealth Partners, LLC | 2,839 | $228.5K | 0.05% | +2,839 | New |
| Kovack Advisors, Inc. | 2,852 | $229.5K | 0.02% | +2,852 | New |
| AllSquare Wealth Management LLC | 2,863 | $230.4K | 0.13% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,869 | $230.9K | 0.02% | +2,869 | New |
| Mengis Capital Management, Inc. | 2,901 | $233.5K | 0.05% | +2,901 | New |
| Apella Capital, LLC | 2,915 | $234.8K | 0.01% | +2,915 | New |
| Alhambra Investment Partners LLC | 2,918 | $234.9K | 0.12% | +2,918 | New |
| Riggs Asset Managment Co. Inc. | 2,920 | $235.0K | 0.06% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,927 | $235.6K | 0.01% | +2,927 | New |
| East Coast Asset Management, LLC. | 2,940 | $236.6K | 0.08% | +2,940 | New |
| Confluence Wealth Services, Inc. | 2,944 | $237.0K | 0.02% | +2,944 | New |
| Nichols & Pratt Advisers LLP | 2,950 | $237.4K | 0.02% | +2,950 | New |
| Armstrong, Fleming & Moore, Inc | 2,950 | $237.4K | 0.14% | +2,950 | New |
| Handelsbanken Fonder AB | 2,961 | $238.0K | 0.00% | −9,104−75.5% | Reduced |
| Bank of New Hampshire | 2,962 | $238.4K | 0.06% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,964 | $238.6K | 0.00% | +2,964 | New |
| Embree Financial Group | 2,970 | $239.1K | 0.04% | +2,970 | New |
| Bill Few Associates, Inc. | 2,991 | $240.7K | 0.09% | +2,991 | New |
| Morton Capital Management LLC | 2,992 | $240.8K | 0.05% | +2,992 | New |
| Breed's Hill Capital LLC | 2,997 | $241.2K | 0.20% | −847−22.0% | Reduced |
| Sanders Morris Harris LLC | 3,000 | $241.5K | 0.04% | +3,000 | New |
| Stone Run Capital, LLC | 3,000 | $241.5K | 0.09% | +3,000 | New |
| Promethium Advisors,llc | 3,000 | $241.5K | 0.17% | +3,000 | New |
| Harbor Investment Advisory, LLC | 3,008 | $242.1K | 0.02% | −8−0.3% | Reduced |
| Elevate Wealth Advisory, Inc | 3,010 | $242.3K | 0.18% | +3,010 | New |
| PBMares Wealth Management LLC | 3,014 | $242.6K | 0.05% | −361−10.7% | Reduced |
| SOL Capital Management CO | 3,015 | $243.0K | 0.03% | +3,015 | New |
| Caldwell Sutter Capital, Inc. | 3,022 | $243.2K | 0.11% | −20−0.7% | Reduced |
| Agf Management Ltd | 3,030 | $243.9K | 0.00% | +3,030 | New |
| Ritholtz Wealth Management | 3,038 | $244.5K | 0.01% | −227−7.0% | Reduced |
| Harbour Investment Management LLC | 3,040 | $244.7K | 0.11% | +3,040 | New |
| WoodTrust Financial Corp | 3,040 | $245.0K | 0.03% | +3,040 | New |
| Sandy Spring Bank | 3,051 | $245.6K | 0.01% | −410−11.8% | Reduced |
| Geneos Wealth Management Inc. | 3,056 | $246.0K | 0.01% | +312+11.4% | Added |
| Baker Boyer National Bank | 3,062 | $246.5K | 0.08% | +3,062 | New |
| Simon Quick Advisors, LLC | 3,068 | $247.0K | 0.02% | +3,068 | New |
| Claret Asset Management Corp | 3,071 | $247.0K | 0.04% | +3,071 | New |
| Atlantic Edge Private Wealth Management, LLC | 3,083 | $248.2K | 0.08% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 3,097 | $248.2K | 0.03% | −228−6.9% | Reduced |
| Capital Investment Counsel, Inc | 3,091 | $248.8K | 0.04% | +3,091 | New |
| Eagle Ridge Investment Management | 3,096 | $249.2K | 0.02% | +3,096 | New |
| Skopos Labs, Inc. | 3,106 | $250.0K | 0.08% | +3,106 | New |
| Navellier & Associates Inc | 3,110 | $250.3K | 0.03% | +3,110 | New |
| Prostatis Group LLC | 3,112 | $250.5K | 0.08% | +3,112 | New |
| Main Street Financial Solutions, LLC | 3,117 | $250.9K | 0.02% | +3,117 | New |
| Baxter Bros Inc | 3,129 | $251.9K | 0.03% | −269−7.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 3,125 | $252.0K | 0.08% | −140−4.3% | Reduced |
| PDS Planning, Inc | 3,142 | $252.9K | 0.02% | +3,142 | New |
| Everpar Advisors LLC | 3,152 | $253.7K | 0.13% | −165−5.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,158 | $254.2K | 0.02% | −150−4.5% | Reduced |