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 |
|---|---|---|---|---|---|
| Robinson Smith Wealth Advisors LLC | 6,609 | $532.0K | 0.45% | −4−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 6,650 | $535.3K | 0.09% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,660 | $536.1K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,665 | $536.5K | 0.07% | −564−7.8% | Reduced |
| Enterprise Financial Services Corp | 6,673 | $537.1K | 0.31% | −225−3.3% | Reduced |
| Americana Partners, LLC | 6,690 | $538.5K | 0.04% | 00.0% | Unchanged |
| AlTi Global, Inc. | 6,697 | $539.0K | 0.01% | −607−8.3% | Reduced |
| Athena Investment Management | 6,714 | $540.4K | 0.31% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,729 | $541.5K | 0.03% | +5,264+359.3% | Added |
| Donaldson Capital Management, LLC | 6,738 | $542.3K | 0.02% | +86+1.3% | Added |
| Fortune Financial Advisors, LLC | 6,741 | $542.6K | 0.49% | +8+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,761 | $544.2K | 0.11% | +450+7.1% | Added |
| Virtu Financial LLC | 6,802 | $547.0K | 0.03% | −13,236−66.1% | Reduced |
| Dynamic Advisor Solutions LLC | 6,800 | $547.3K | 0.02% | −319−4.5% | Reduced |
| Bell Investment Advisors, Inc | 6,831 | $549.8K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 6,872 | $553.1K | 0.02% | −129−1.8% | Reduced |
| Rothschild Investment LLC | 6,901 | $555.5K | 0.04% | −48−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 6,904 | $555.7K | 0.12% | −6,713−49.3% | Reduced |
| Syon Capital LLC | 6,934 | $558.1K | 0.05% | +321+4.9% | Added |
| South State Corp. | 6,944 | $558.9K | 0.04% | −184−2.6% | Reduced |
| Manning & Napier Advisors LLC | 7,000 | $563.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,004 | $563.8K | 0.07% | −182−2.5% | Reduced |
| Rodgers Brothers Inc. | 7,009 | $564.2K | 0.07% | +20.0% | Added |
| Advisors Capital Management, LLC | 7,023 | $565.0K | 0.01% | +1,442+25.8% | Added |
| Azimuth Capital Investment Management LLC | 7,034 | $566.2K | 0.02% | −116−1.6% | Reduced |
| Chemung Canal Trust Co | 7,034 | $566.2K | 0.11% | −556−7.3% | Reduced |
| Harbour Investments, Inc. | 7,042 | $566.8K | 0.02% | +553+8.5% | Added |
| GTS Securities LLC | 7,078 | $569.7K | 0.01% | −62,179−89.8% | Reduced |
| Stonebridge Capital Advisors LLC | 7,137 | $574.5K | 0.05% | 00.0% | Unchanged |
| Marco Investment Management LLC | 7,156 | $576.0K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,198 | $579.4K | 0.02% | +294+4.3% | Added |
| AlphaCore Capital LLC | 7,203 | $579.8K | 0.13% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,267 | $584.9K | 0.03% | −860−10.6% | Reduced |
| Fruth Investment Management | 7,281 | $586.0K | 0.15% | −100−1.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,327 | $589.8K | 0.00% | +7,327 | New |
| Mountain Pacific Investment Advisers Inc | 7,330 | $590.0K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 7,372 | $593.4K | 0.19% | −4,426−37.5% | Reduced |
| LVW Advisors, LLC | 7,390 | $594.8K | 0.08% | −21−0.3% | Reduced |
| Principal Securities, Inc. | 7,401 | $595.7K | 0.01% | +542+7.9% | Added |
| Piscataqua Savings Bank | 7,437 | $598.6K | 0.51% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,441 | $598.9K | 0.01% | −99−1.3% | Reduced |
| TFG Advisers LLC | 7,479 | $602.0K | 0.22% | +535+7.7% | Added |
| Farmers Trust Co | 7,496 | $603.4K | 0.11% | +24+0.3% | Added |
| NTV Asset Management LLC | 7,514 | $604.8K | 0.08% | 00.0% | Unchanged |
| Adviser Investments LLC | 7,552 | $607.9K | 0.01% | +3,550+88.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,339 | $607.9K | 0.01% | +1,320+18.8% | Added |
| Bokf, NA | 7,606 | $608.9K | 0.01% | −400−5.0% | Reduced |
| Keynote Financial Services LLC | 7,565 | $608.9K | 0.47% | −250−3.2% | Reduced |
| AE Wealth Management LLC | 7,571 | $609.4K | 0.01% | −1,455−16.1% | Reduced |
| Wealthcare Advisory Partners LLC | 7,606 | $612.2K | 0.02% | −252−3.2% | Reduced |
| First Western Trust Bank | 7,642 | $615.1K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 7,707 | $620.3K | 0.01% | −86−1.1% | Reduced |
| Atwood & Palmer Inc | 7,707 | $620.3K | 0.04% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 7,787 | $626.8K | 0.08% | +481+6.6% | Added |
| Alera Investment Advisors, LLC | 7,857 | $632.4K | 0.07% | +794+11.2% | Added |
| Washington Trust Co | 7,861 | $632.7K | 0.02% | +149+1.9% | Added |
| Triangle Securities Wealth Management | 7,893 | $635.3K | 0.16% | +100+1.3% | Added |
| Invesco, LLC | 7,901 | $636.0K | 0.25% | 00.0% | Unchanged |
| Rockland Trust Co | 7,908 | $636.5K | 0.03% | −100−1.2% | Reduced |
| Sunbelt Securities, Inc. | 7,947 | $639.7K | 0.06% | +131+1.7% | Added |
| Proffitt & Goodson Inc | 7,996 | $643.6K | 0.11% | +380+5.0% | Added |
| Exencial Wealth Advisors, LLC | 8,022 | $645.7K | 0.02% | +61+0.8% | Added |
| Montecito Bank & Trust | 8,034 | $646.7K | 0.11% | +372+4.9% | Added |
| Walleye Trading LLC | 8,047 | $647.7K | 0.02% | −32,750−80.3% | Reduced |
| D. E. Shaw & Co., Inc. | 8,050 | $647.9K | 0.00% | −4,868−37.7% | Reduced |
| SRS Capital Advisors, Inc. | 8,060 | $648.7K | 0.06% | −142−1.7% | Reduced |
| Bard Financial Services, Inc. | 8,120 | $653.6K | 0.08% | −740−8.4% | Reduced |
| First Horizon Advisors, Inc. | 8,182 | $658.6K | 0.02% | −230−2.7% | Reduced |
| Pointe Capital Management LLC | 8,223 | $661.9K | 0.39% | 00.0% | Unchanged |
| Riverwater Partners LLC | 8,229 | $662.8K | 0.33% | −280−3.3% | Reduced |
| PFG Investments, LLC | 8,242 | $663.4K | 0.04% | −335−3.9% | Reduced |
| Haverford Trust Co | 8,247 | $663.8K | 0.01% | +211+2.6% | Added |
| Shakespeare Wealth Management, Inc. | 8,330 | $670.5K | 0.18% | +45+0.5% | Added |
| Groupama Asset Managment | 10,423 | $673.5K | 0.02% | −10,423−50.0% | Reduced |
| Fidelis Capital Partners, LLC | 8,467 | $676.9K | 0.08% | +202+2.4% | Added |
| Country Club Bank | 8,462 | $681.4K | 0.05% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 8,471 | $681.8K | 0.12% | +76+0.9% | Added |
| Frank, Rimerman Advisors LLC | 8,480 | $682.6K | 0.05% | −5,222−38.1% | Reduced |
| Ameritas Advisory Services, LLC | 8,483 | $682.8K | 0.03% | +5,085+149.6% | Added |
| Ameritas Investment Partners, Inc. | 8,504 | $684.5K | 0.02% | −314−3.6% | Reduced |
| Mission Wealth Management, LP | 8,542 | $687.6K | 0.02% | +60+0.7% | Added |
| InTrack Investment Management Inc | 8,570 | $689.8K | 0.49% | +4,565+114.0% | Added |
| Drexel Morgan & Co. | 8,578 | $690.4K | 0.13% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,596 | $691.9K | 0.02% | −111−1.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $692.2K | 0.20% | 00.0% | Unchanged |
| David Loasby | 8,657 | $693.0K | 0.07% | +75+0.9% | Added |
| Cigna Investments Inc | 8,624 | $694.0K | 0.12% | −95−1.1% | Reduced |
| Keeley-Teton Advisors, LLC | 8,675 | $698.3K | 0.08% | +8,675 | New |
| Waldron Private Wealth LLC | 8,678 | $698.5K | 0.03% | +855+10.9% | Added |
| 1st Source Bank | 8,757 | $704.9K | 0.04% | −11−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 8,783 | $706.9K | 0.12% | −13−0.1% | Reduced |
| Penserra Capital Management LLC | 8,813 | $708.0K | 0.02% | −73−0.8% | Reduced |
| Basepoint Wealth LLC | 8,802 | $708.4K | 0.52% | +493+5.9% | Added |
| Warren Averett Asset Management, LLC | 8,813 | $709.4K | 0.01% | −1,459−14.2% | Reduced |
| HBK Sorce Advisory LLC | 8,842 | $711.7K | 0.02% | −10.0% | Reduced |
| MJP Associates Inc | 8,923 | $718.2K | 0.14% | +1,464+19.6% | Added |
| Illinois Municipal Retirement Fund | 8,935 | $719.2K | 0.01% | −26,566−74.8% | Reduced |
| Beck Mack & Oliver LLC | 8,950 | $720.4K | 0.01% | −74−0.8% | Reduced |
| AMJ Financial Wealth Management | 9,016 | $725.7K | 0.21% | +3,889+75.9% | Added |
| Courier Capital LLC | 9,021 | $726.1K | 0.05% | −200−2.2% | Reduced |