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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 3,160 | $254.3K | 0.01% | −91−2.8% | Reduced |
| Greenwich Wealth Management LLC | 3,169 | $255.0K | 0.02% | −93−2.9% | Reduced |
| Commerzbank Aktiengesellschaft | 3,165 | $255.0K | 0.01% | +3,165 | New |
| Godshalk Welsh Capital Management, Inc. | 3,175 | $255.6K | 0.16% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 3,178 | $255.8K | 0.03% | +3,178 | New |
| Liberty Wealth Management LLC | 3,184 | $256.0K | 0.04% | +3,184 | New |
| Hibernia Wealth Partners, LLC | 3,185 | $256.4K | 0.09% | +3,185 | New |
| Sittner & Nelson, LLC | 3,187 | $256.5K | 0.11% | +150+4.9% | Added |
| Centaurus Financial, Inc. | 3,189 | $257.0K | 0.02% | −3,726−53.9% | Reduced |
| First Financial Bankshares Inc | 3,200 | $257.6K | 0.01% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,206 | $258.0K | 0.05% | −35−1.1% | Reduced |
| Cullen Investment Group, Ltd. | 3,208 | $258.2K | 0.04% | +2+0.1% | Added |
| Gateway Wealth Partners, LLC | 3,209 | $258.3K | 0.07% | −11−0.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,210 | $258.3K | 0.05% | −30−0.9% | Reduced |
| Keebeck Wealth Management, LLC | 3,210 | $258.4K | 0.04% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 3,214 | $258.7K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 3,226 | $260.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,233 | $260.2K | 0.03% | −34−1.0% | Reduced |
| Ewa, LLC | 3,488 | $261.5K | 0.09% | +231+7.1% | Added |
| FRG Family Wealth Advisors LLC | 3,249 | $261.5K | 0.05% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,265 | $262.8K | 0.02% | +74+2.3% | Added |
| Addison Advisors LLC | 3,265 | $262.8K | 0.07% | −10.0% | Reduced |
| SeaCrest Wealth Management, LLC | 3,266 | $262.9K | 0.03% | +3,266 | New |
| Baker Avenue Asset Management, LP | 3,285 | $264.4K | 0.01% | +87+2.7% | Added |
| Cooper Financial Group | 3,289 | $264.8K | 0.03% | +50+1.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,294 | $265.0K | 0.10% | −426−11.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,294 | $265.1K | 0.04% | +3,294 | New |
| Catalyst Funds Management Pty Ltd | 3,300 | $265.6K | 0.06% | +3,300 | New |
| Belpointe Asset Management LLC | 3,314 | $266.8K | 0.02% | +3,314 | New |
| Smithfield Trust Co | 3,325 | $267.0K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,321 | $267.3K | 0.18% | −5,550−62.6% | Reduced |
| One Charles Private Wealth Services, LLC | 3,326 | $267.7K | 0.10% | +52+1.6% | Added |
| Good Life Advisors, LLC | 3,342 | $269.0K | 0.02% | +3,342 | New |
| Quadrant Private Wealth Management, LLC | 3,344 | $269.2K | 0.07% | +37+1.1% | Added |
| L2 Asset Management, LLC | 3,344 | $269.2K | 0.07% | +113+3.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,354 | $270.0K | 0.01% | −80−2.3% | Reduced |
| CWA Asset Management Group, LLC | 3,374 | $271.6K | 0.01% | +3,374 | New |
| Cape Cod Five Cents Savings Bank | 3,377 | $271.8K | 0.02% | −330−8.9% | Reduced |
| Aaron Wealth Advisors | 3,387 | $272.6K | 0.03% | −611−15.3% | Reduced |
| Wynn Capital, LLC | 3,388 | $272.7K | 0.18% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3,396 | $273.4K | 0.07% | 00.0% | Unchanged |
| Ignite Planners, LLC | 3,403 | $273.9K | 0.06% | +11+0.3% | Added |
| Nwam LLC | 3,407 | $274.2K | 0.02% | +3,407 | New |
| Ellevest, Inc. | 3,409 | $274.4K | 0.02% | −593−14.8% | Reduced |
| Red Door Wealth Management, LLC | 3,418 | $275.1K | 0.05% | +3,418 | New |
| Abacus Wealth Partners, LLC | 3,420 | $275.3K | 0.04% | +3,420 | New |
| Worth Financial Advisory Group, LLC | 3,427 | $275.8K | 0.16% | −39−1.1% | Reduced |
| Heritage Investment Group, Inc. | 3,427 | $275.9K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,429 | $276.0K | 0.01% | +123+3.7% | Added |
| BKM Wealth Management, LLC | 3,433 | $276.3K | 0.11% | +3,433 | New |
| Mayflower Financial Advisors, LLC | 3,438 | $276.8K | 0.04% | −209−5.7% | Reduced |
| Phillips Wealth Planners LLC | 3,420 | $277.2K | 0.27% | +3,420 | New |
| Signature Wealth Management Partners, LLC | 3,450 | $277.7K | 0.20% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 4,186 | $279.2K | 0.09% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,488 | $280.7K | 0.05% | +101+3.0% | Added |
| Sepio Capital, LP | 3,493 | $281.1K | 0.02% | +3,493 | New |
| Charter Oak Capital Management, LLC | 3,516 | $283.0K | 0.03% | +266+8.2% | Added |
| West Family Investments, Inc. | 3,544 | $285.3K | 0.10% | +3,544 | New |
| Morningstar Investment Services LLC | 3,589 | $289.0K | 0.00% | +3,589 | New |
| Moody Lynn & Lieberson, LLC | 3,598 | $289.6K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 3,609 | $290.5K | 0.05% | −164−4.3% | Reduced |
| Atlantic Union Bankshares Corp | 3,617 | $291.1K | 0.02% | −141−3.8% | Reduced |
| Northstar Asset Management LLC | 3,632 | $292.3K | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,648 | $293.6K | 0.01% | +80+2.2% | Added |
| Trust Point Inc. | 3,656 | $294.3K | 0.02% | +94+2.6% | Added |
| Kornitzer Capital Management Inc | 3,664 | $294.9K | 0.01% | −7−0.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,674 | $295.7K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,699 | $297.7K | 0.04% | +111+3.1% | Added |
| Parcion Private Wealth LLC | 3,700 | $297.8K | 0.02% | −12−0.3% | Reduced |
| Quantum Financial Advisors, LLC | 3,705 | $298.2K | 0.05% | +3,705 | New |
| Acropolis Investment Management, LLC | 3,725 | $299.8K | 0.02% | +50+1.4% | Added |
| Prairie Wealth Advisors, Inc. | 3,726 | $299.9K | 0.15% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,740 | $301.0K | 0.15% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 3,752 | $302.0K | 0.21% | 00.0% | Unchanged |
| Aries Wealth Management | 3,760 | $302.6K | 0.08% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,769 | $303.4K | 0.22% | −125−3.2% | Reduced |
| Todd Asset Management LLC | 3,785 | $304.7K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,786 | $304.7K | 0.05% | +70+1.9% | Added |
| Journey Advisory Group, LLC | 4,840 | $305.3K | 0.04% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,795 | $305.5K | 0.11% | −431−10.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,799 | $305.8K | 0.03% | +8+0.2% | Added |
| Northeast Financial Consultants Inc | 3,801 | $305.9K | 0.01% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 3,813 | $306.9K | 0.09% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,828 | $308.1K | 0.03% | +230+6.4% | Added |
| First Financial Corp | 3,859 | $310.6K | 0.15% | −200−4.9% | Reduced |
| Covestor Ltd | 3,851 | $311.0K | 0.20% | +1,478+62.3% | Added |
| Mairs & Power Inc | 3,867 | $311.3K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,292 | $312.2K | 0.01% | −201−4.5% | Reduced |
| Valmark Advisers, Inc. | 3,898 | $313.7K | 0.00% | +59+1.5% | Added |
| TFC Financial Management | 3,902 | $314.1K | 0.05% | +164+4.4% | Added |
| Marathon Capital Management | 3,925 | $315.9K | 0.08% | +2+0.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,938 | $317.0K | 0.03% | −75−1.9% | Reduced |
| Angeles Wealth Management, LLC | 3,957 | $318.5K | 0.03% | +98+2.5% | Added |
| Global Retirement Partners, LLC | 3,958 | $318.5K | 0.01% | +472+13.5% | Added |
| Townsend & Associates, Inc | 4,004 | $320.1K | 0.03% | −33−0.8% | Reduced |
| Transform Wealth, LLC | 4,002 | $322.1K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,013 | $323.0K | 0.08% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,024 | $324.0K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,026 | $324.2K | 0.04% | +2,100+109.0% | Added |
| Fulton Bank, N.A. | 4,043 | $325.4K | 0.01% | −74−1.8% | Reduced |