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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 4,046 | $325.7K | 0.05% | +57+1.4% | Added |
| D'Orazio & Associates, Inc. | 4,062 | $327.0K | 0.05% | +90+2.3% | Added |
| Sentry Investment Management LLC | 4,066 | $327.0K | 0.14% | +410+11.2% | Added |
| MONECO Advisors, LLC | 4,082 | $328.5K | 0.04% | +375+10.1% | Added |
| Moss Adams Wealth Advisors LLC | 4,089 | $329.1K | 0.04% | +659+19.2% | Added |
| Chicago Trust Co NA | 4,089 | $329.1K | 0.06% | +419+11.4% | Added |
| Aberdeen Wealth Management LLC | 4,100 | $330.0K | 0.22% | −200−4.7% | Reduced |
| Sovereign Financial Group, Inc. | 4,100 | $330.0K | 0.08% | −87−2.1% | Reduced |
| Davidson Trust Co | 4,113 | $331.1K | 0.17% | +725+21.4% | Added |
| Massmutual Trust Co FSB | 4,135 | $332.8K | 0.01% | −67−1.6% | Reduced |
| Wilkins Investment Counsel Inc | 4,137 | $333.0K | 0.05% | −190−4.4% | Reduced |
| Capital Asset Advisory Services LLC | 4,126 | $333.5K | 0.02% | −456−10.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,153 | $334.3K | 0.01% | +93+2.3% | Added |
| First Trust Investment Solutions L.P. | 4,168 | $335.5K | 0.04% | +706+20.4% | Added |
| US Financial Advisors, LLC | 4,183 | $336.7K | 0.10% | −45−1.1% | Reduced |
| Versor Investments LP | 4,200 | $338.1K | 0.05% | +4,200 | New |
| Independence Bank of Kentucky | 4,206 | $338.5K | 0.07% | +225+5.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,215 | $339.3K | 0.05% | −6−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 4,215 | $339.3K | 0.03% | +111+2.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,216 | $339.3K | 0.07% | +973+30.0% | Added |
| Pavion Blue Capital, LLC | 4,219 | $339.6K | 0.16% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,227 | $340.2K | 0.01% | −65−1.5% | Reduced |
| Thoroughbred Financial Services, LLC | 4,242 | $341.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 4,238 | $341.1K | 0.06% | +291+7.4% | Added |
| Carmichael Hill & Associates, Inc. | 4,254 | $342.4K | 0.13% | −609−12.5% | Reduced |
| Proequities, Inc. | 4,261 | $343.0K | 0.02% | −174−3.9% | Reduced |
| World Equity Group, Inc. | 4,269 | $343.6K | 0.12% | −902−17.4% | Reduced |
| Northwest Financial Advisors | 4,273 | $343.9K | 0.27% | +12+0.3% | Added |
| Tennessee Valley Asset Management Partners | 4,286 | $345.0K | 0.06% | −344−7.4% | Reduced |
| First Affirmative Financial Network | 4,292 | $345.5K | 0.19% | −124−2.8% | Reduced |
| Wealthspire Advisors, LLC | 4,312 | $347.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,315 | $347.3K | 0.02% | −13−0.3% | Reduced |
| Hancock Whitney Corp | 4,327 | $348.3K | 0.01% | −256−5.6% | Reduced |
| Sheets Smith Wealth Management | 4,343 | $349.5K | 0.04% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 4,356 | $350.6K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,363 | $351.2K | 0.19% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 4,390 | $353.4K | 0.06% | +4,390 | New |
| Newman Dignan & Sheerar, Inc. | 4,680 | $354.1K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,419 | $355.7K | 0.03% | +702+18.9% | Added |
| Gotham Asset Management, LLC | 4,427 | $356.3K | 0.00% | −23,615−84.2% | Reduced |
| Proficio Capital Partners LLC | 4,428 | $356.4K | 0.04% | −2,420−35.3% | Reduced |
| ISAM Funds (UK) Ltd | 4,440 | $357.4K | 0.20% | −1,974−30.8% | Reduced |
| Crawford Investment Counsel Inc | 4,447 | $357.9K | 0.01% | −140−3.1% | Reduced |
| MSH Capital Advisors LLC | 4,450 | $358.2K | 0.11% | −100−2.2% | Reduced |
| Osborne Partners Capital Management, LLC | 4,453 | $358.4K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 4,478 | $360.4K | 0.14% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 4,500 | $362.0K | 0.09% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,499 | $362.1K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,550 | $366.2K | 0.16% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,550 | $366.2K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 4,553 | $366.5K | 0.10% | +96+2.2% | Added |
| Redhawk Wealth Advisors, Inc. | 4,554 | $366.6K | 0.05% | −145−3.1% | Reduced |
| Dark Forest Capital Management LP | 4,580 | $368.6K | 0.05% | +4,580 | New |
| MBB Public Markets I LLC | 4,590 | $369.4K | 0.03% | −54,075−92.2% | Reduced |
| DF Dent & Co Inc | 4,625 | $372.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4,636 | $373.2K | 0.03% | +4,636 | New |
| Teza Capital Management LLC | 4,645 | $373.9K | 0.04% | +4,645 | New |
| Radnor Capital Management, LLC | 4,642 | $374.0K | 0.06% | +450+10.7% | Added |
| Sentry LLC | 4,660 | $375.1K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,958 | $375.8K | 0.00% | +3,505+142.9% | Added |
| Aveo Capital Partners, LLC | 4,676 | $376.4K | 0.04% | +169+3.7% | Added |
| Relyea Zuckerberg Hanson LLC | 4,717 | $379.7K | 0.06% | +74+1.6% | Added |
| Meridian Investment Counsel Inc. | 4,742 | $381.7K | 0.12% | −675−12.5% | Reduced |
| Colonial Trust Co | 4,742 | $381.7K | 0.06% | +10+0.2% | Added |
| Catalina Capital Group, LLC | 4,757 | $382.9K | 0.13% | +424+9.8% | Added |
| Fukoku Mutual Life Insurance Co | 4,796 | $386.0K | 0.03% | 00.0% | Unchanged |
| Thomasville National Bank | 4,821 | $388.0K | 0.03% | +16+0.3% | Added |
| GSB Wealth Management, LLC | 4,825 | $388.4K | 0.10% | +20.0% | Added |
| Equitable Trust Co | 4,832 | $388.9K | 0.02% | +1,200+33.0% | Added |
| Clarius Group, LLC | 4,857 | $389.6K | 0.03% | −198−3.9% | Reduced |
| Congress Wealth Management LLC | 4,842 | $389.8K | 0.01% | −183−3.6% | Reduced |
| Carolinas Wealth Consulting LLC | 4,850 | $390.4K | 0.07% | +1,007+26.2% | Added |
| West Oak Capital, LLC | 4,875 | $392.4K | 0.07% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,878 | $392.6K | 0.01% | +4,878 | New |
| Stratos Wealth Advisors, LLC | 4,883 | $393.1K | 0.02% | +13+0.3% | Added |
| Berkshire Asset Management LLC | 6,311 | $398.1K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,484 | $399.8K | 0.01% | +56+1.0% | Added |
| Endowment Wealth Management, Inc. | 4,976 | $400.5K | 0.26% | −191−3.7% | Reduced |
| Northeast Investment Management | 4,990 | $401.6K | 0.02% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 5,000 | $402.4K | 0.15% | 00.0% | Unchanged |
| LGT Group Foundation | 5,000 | $402.7K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,032 | $405.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5,033 | $405.1K | 0.10% | −466−8.5% | Reduced |
| Ironwood Investment Counsel, LLC | 5,040 | $405.7K | 0.07% | −267−5.0% | Reduced |
| Holistic Financial Partners | 5,042 | $405.8K | 0.20% | +21+0.4% | Added |
| Ostrum Asset Management | 5,050 | $406.5K | 0.03% | +62+1.2% | Added |
| Founders Capital Management, LLC | 5,050 | $406.5K | 0.07% | −200−3.8% | Reduced |
| Ted Buchan & Co | 5,070 | $408.1K | 0.19% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,127 | $412.6K | 0.02% | −7−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 5,146 | $414.2K | 0.02% | −29−0.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,161 | $415.5K | 0.19% | +212+4.3% | Added |
| Peddock Capital Advisors, LLC | 5,169 | $416.1K | 0.10% | 00.0% | Unchanged |
| BIP Wealth, LLC | 5,175 | $416.6K | 0.03% | +5,175 | New |
| Northwest Bancshares, Inc. | 5,181 | $417.0K | 0.07% | −153−2.9% | Reduced |
| Conning Inc. | 5,196 | $418.2K | 0.01% | −38−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 5,206 | $419.1K | 0.03% | +216+4.3% | Added |
| Capital City Trust Co | 5,211 | $419.4K | 0.10% | +315+6.4% | Added |
| Interchange Capital Partners, LLC | 5,229 | $420.9K | 0.15% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,239 | $421.7K | 0.22% | +10+0.2% | Added |
| Pine Valley Investments Ltd Liability Co | 5,248 | $422.4K | 0.03% | +4+0.1% | Added |