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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 5,249 | $422.5K | 0.03% | +500+10.5% | Added |
| Cambridge Advisors Inc. | 5,251 | $422.7K | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,266 | $423.9K | 0.01% | −7−0.1% | Reduced |
| Affinity Investment Advisors, LLC | 5,274 | $424.5K | 0.29% | 00.0% | Unchanged |
| BSW Wealth Partners | 5,280 | $425.0K | 0.06% | −222−4.0% | Reduced |
| Argent Financial Group, Inc. | 5,290 | $425.8K | 0.05% | +5,290 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 5,304 | $426.9K | 0.04% | −29−0.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,321 | $428.3K | 0.36% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5,341 | $429.9K | 0.14% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 5,338 | $430.0K | 0.03% | −68−1.3% | Reduced |
| Howard Capital Management Inc. | 5,347 | $430.4K | 0.01% | +5,347 | New |
| Stock Yards Bank & Trust Co | 5,356 | $431.1K | 0.01% | −997−15.7% | Reduced |
| LMCG Investments, LLC | 5,359 | $431.3K | 0.03% | −4−0.1% | Reduced |
| Equitable Holdings, Inc. | 5,364 | $431.7K | 0.00% | +1,229+29.7% | Added |
| Central Pacific Bank - Trust Division | 5,370 | $432.2K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,372 | $432.4K | 0.02% | −52−1.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,373 | $432.5K | 0.03% | −1,267−19.1% | Reduced |
| Arrow Financial Corp | 5,375 | $432.6K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 5,388 | $433.7K | 0.15% | +387+7.7% | Added |
| Pittenger & Anderson Inc | 5,390 | $433.8K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,390 | $433.8K | 0.05% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 5,391 | $433.9K | 0.01% | −164−3.0% | Reduced |
| TCG Advisory Services, LLC | 5,395 | $434.2K | 0.02% | +28+0.5% | Added |
| Malaga Cove Capital, LLC | 5,399 | $434.6K | 0.17% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,409 | $435.3K | 0.03% | −19−0.4% | Reduced |
| Philadelphia Trust Co | 5,411 | $436.0K | 0.03% | +9+0.2% | Added |
| Teacher Retirement System of Texas | 5,429 | $437.0K | 0.00% | −10,322−65.5% | Reduced |
| Pinnacle Financial Partners Inc | 5,431 | $437.1K | 0.01% | +125+2.4% | Added |
| New Hampshire Trust | 5,435 | $437.5K | 0.09% | −84−1.5% | Reduced |
| Ancora Advisors, LLC | 5,451 | $438.7K | 0.01% | −121−2.2% | Reduced |
| Reuter James Wealth Management, LLC | 5,457 | $439.2K | 0.08% | +5,457 | New |
| Buckingham Strategic Partners | 5,498 | $442.6K | 0.01% | +180+3.4% | Added |
| Covenant Asset Management, LLC | 5,500 | $442.7K | 0.10% | −400−6.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,506 | $443.2K | 0.12% | −5,506−50.0% | Reduced |
| Western Wealth Management, LLC | 5,523 | $444.6K | 0.03% | +522+10.4% | Added |
| Atomi Financial Group, Inc. | 5,528 | $444.9K | 0.03% | +956+20.9% | Added |
| Horan Securities, Inc. | 5,532 | $445.3K | 0.17% | +10+0.2% | Added |
| Sapient Capital LLC | 5,533 | $445.4K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,536 | $445.6K | 0.02% | −46−0.8% | Reduced |
| Founders Financial Securities LLC | 5,538 | $445.8K | 0.04% | −296−5.1% | Reduced |
| Washington Trust Advisors, Inc. | 5,579 | $449.1K | 0.04% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,600 | $450.7K | 0.20% | −2,000−26.3% | Reduced |
| Tyche Wealth Partners LLC | 5,608 | $451.4K | 0.10% | 00.0% | Unchanged |
| Crestline Management, LP | 5,638 | $453.8K | 0.03% | +5,638 | New |
| Burke & Herbert Bank & Trust Co | 5,640 | $454.0K | 0.11% | +5,640 | New |
| Court Place Advisors, LLC | 5,654 | $455.1K | 0.13% | −378−6.3% | Reduced |
| 9258 Wealth Management, LLC | 5,674 | $456.7K | 0.07% | +10.0% | Added |
| Chicago Partners Investment Group LLC | 5,740 | $458.9K | 0.02% | +89+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 5,730 | $461.2K | 0.03% | +697+13.8% | Added |
| Anchor Investment Management, LLC | 5,745 | $462.4K | 0.04% | +355+6.6% | Added |
| Boothbay Fund Management, LLC | 5,771 | $464.5K | 0.01% | +5,771 | New |
| Foundations Investment Advisors, LLC | 5,779 | $465.1K | 0.01% | +163+2.9% | Added |
| KRS Capital Management, LLC | 5,791 | $466.1K | 0.34% | −182−3.0% | Reduced |
| Bailard, Inc. | 5,807 | $467.4K | 0.01% | −17−0.3% | Reduced |
| Freedom Day Solutions, LLC | 5,835 | $469.6K | 0.15% | 00.0% | Unchanged |
| Miller Investment Management, LP | 5,840 | $470.1K | 0.05% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 5,864 | $472.0K | 0.02% | −22−0.4% | Reduced |
| Naples Global Advisors, LLC | 5,900 | $474.9K | 0.04% | −210−3.4% | Reduced |
| Founders Financial Alliance, LLC | 5,919 | $476.4K | 0.13% | −724−10.9% | Reduced |
| Precision Wealth Strategies, LLC | 5,952 | $479.1K | 0.44% | −33−0.6% | Reduced |
| Garden State Investment Advisory Services LLC | 5,950 | $480.0K | 0.15% | +161+2.8% | Added |
| First National Trust Co | 5,983 | $481.6K | 0.02% | −40−0.7% | Reduced |
| Keel Point, LLC | 5,989 | $482.1K | 0.04% | −329−5.2% | Reduced |
| Brookstone Capital Management | 5,999 | $482.8K | 0.01% | +513+9.4% | Added |
| Systematic Financial Management LP | 6,000 | $482.9K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $482.9K | 0.07% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $482.9K | 0.13% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 6,002 | $483.1K | 0.04% | −50−0.8% | Reduced |
| Cornerstone Wealth Management, LLC | 6,002 | $483.1K | 0.03% | −347−5.5% | Reduced |
| Diversify Advisory Services, LLC | 6,044 | $484.4K | 0.03% | +16+0.3% | Added |
| Meridian Wealth Management, LLC | 6,030 | $485.4K | 0.02% | +137+2.3% | Added |
| S.A. Mason LLC | 6,033 | $485.6K | 0.26% | +20.0% | Added |
| Heritage Wealth Management, Inc. | 6,034 | $485.7K | 0.16% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,055 | $487.4K | 0.02% | +657+12.2% | Added |
| Tiemann Investment Advisors, LLC | 6,096 | $490.7K | 0.21% | −200−3.2% | Reduced |
| LSV Asset Management | 6,100 | $491.0K | 0.00% | −50,700−89.3% | Reduced |
| Brighton Jones LLC | 6,108 | $491.6K | 0.02% | +318+5.5% | Added |
| Institute for Wealth Management, LLC. | 6,120 | $492.6K | 0.06% | −46−0.7% | Reduced |
| Center For Asset Management LLC | 6,145 | $494.6K | 0.30% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,148 | $494.9K | 0.28% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,175 | $497.0K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,189 | $498.2K | 0.02% | −1,330−17.7% | Reduced |
| AA Financial Advisors, LLC | 6,200 | $499.0K | 0.14% | +1,128+22.2% | Added |
| Ransom Advisory, Ltd | 6,254 | $503.4K | 0.24% | −700−10.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,273 | $504.0K | 0.23% | +2,315+58.5% | Added |
| Cobblestone Capital Advisors LLC | 6,282 | $505.6K | 0.03% | +380+6.4% | Added |
| Wilson & Boucher Capital Management, LLC | 6,297 | $506.9K | 0.35% | +1,015+19.2% | Added |
| McDonald Partners LLC | 6,304 | $507.4K | 0.13% | −300−4.5% | Reduced |
| MEMBERS Trust Co | 6,345 | $510.7K | 0.02% | +13+0.2% | Added |
| FSM Wealth Advisors, LLC | 6,373 | $513.0K | 0.14% | +136+2.2% | Added |
| Colonial Trust Advisors | 6,423 | $517.0K | 0.04% | −99−1.5% | Reduced |
| St Germain D J Co Inc | 6,431 | $517.6K | 0.02% | +30.0% | Added |
| Fox Run Management, L.L.C. | 6,441 | $518.4K | 0.12% | +6,441 | New |
| Forum Financial Management, LP | 6,450 | $519.2K | 0.01% | +134+2.1% | Added |
| Transcend Wealth Collective, LLC | 6,472 | $521.0K | 0.03% | +4+0.1% | Added |
| HCR Wealth Advisors | 6,478 | $521.4K | 0.07% | −1,074−14.2% | Reduced |
| TCTC Holdings, LLC | 6,500 | $523.2K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,574 | $529.1K | 0.00% | +231+3.6% | Added |
| General Partner, Inc. | 6,583 | $529.9K | 0.33% | 00.0% | Unchanged |
| Essex Savings Bank | 6,608 | $531.9K | 0.13% | +144+2.2% | Added |