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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 9,024 | $726.3K | 0.13% | −108−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 9,054 | $728.8K | 0.05% | −67−0.7% | Reduced |
| Monterey Private Wealth, Inc. | 9,061 | $729.3K | 0.25% | +10.0% | Added |
| Fifth Third Wealth Advisors LLC | 9,099 | $732.4K | 0.04% | −1,205−11.7% | Reduced |
| Boyd Watterson Asset Management LLC | 9,126 | $734.5K | 0.20% | −477−5.0% | Reduced |
| Boston Financial Mangement LLC | 9,208 | $741.2K | 0.02% | +150+1.7% | Added |
| Clarus Wealth Advisors | 9,252 | $744.0K | 0.38% | −1,282−12.2% | Reduced |
| Two Sigma Securities, LLC | 9,259 | $745.3K | 0.06% | +1,483+19.1% | Added |
| DRW Securities, LLC | 9,295 | $748.2K | 0.04% | +9,295 | New |
| Aptus Capital Advisors, LLC | 9,324 | $750.5K | 0.01% | +2,633+39.4% | Added |
| Dorsey & Whitney Trust CO LLC | 9,337 | $751.5K | 0.04% | +640+7.4% | Added |
| Prospera Financial Services Inc | 9,395 | $756.9K | 0.02% | −193−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 9,437 | $759.4K | 0.02% | +150+1.6% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $763.7K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 9,539 | $767.8K | 0.00% | −417−4.2% | Reduced |
| Fiduciary Group LLC | 9,573 | $770.5K | 0.08% | 00.0% | Unchanged |
| Cullinan Associates Inc | 9,500 | $770.5K | 0.04% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 9,593 | $772.2K | 0.03% | +6,600+220.5% | Added |
| Webster Bank, N. A. | 9,614 | $773.8K | 0.08% | −400−4.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 9,650 | $776.7K | 0.03% | +9,650 | New |
| River Wealth Advisors LLC | 9,714 | $781.9K | 0.10% | +20.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,788 | $787.8K | 0.08% | −945−8.8% | Reduced |
| Legacy Capital Group California, Inc. | 9,831 | $791.3K | 0.26% | +47+0.5% | Added |
| Carret Asset Management, LLC | 9,838 | $791.8K | 0.09% | −40−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,858 | $793.0K | 0.08% | +9,858 | New |
| Laurel Wealth Advisors LLC | 9,865 | $794.0K | 0.13% | −722−6.8% | Reduced |
| First City Capital Management, Inc. | 9,887 | $795.8K | 0.41% | 00.0% | Unchanged |
| Trust Co of Virginia | 9,910 | $797.7K | 0.07% | −138−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 9,918 | $798.3K | 0.37% | −391−3.8% | Reduced |
| Forte Capital LLC | 9,926 | $799.0K | 0.09% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9,948 | $800.7K | 0.10% | −105−1.0% | Reduced |
| Jade Capital Advisors, LLC | 10,000 | $804.9K | 0.52% | −90,000−90.0% | Reduced |
| Canal Insurance CO | 10,000 | $805.0K | 0.19% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $805.0K | 0.20% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,006 | $805.4K | 0.05% | +4,493+81.5% | Added |
| Resonant Capital Advisors, LLC | 10,035 | $807.7K | 0.06% | +206+2.1% | Added |
| Investment Advisory Services Inc | 10,036 | $807.8K | 0.29% | −491−4.7% | Reduced |
| Silver Oak Securities, Inc | 10,378 | $809.4K | 0.09% | +65+0.6% | Added |
| Moody National Bank Trust Division | 10,148 | $816.8K | 0.09% | +61+0.6% | Added |
| Verdence Capital Advisors LLC | 10,170 | $818.6K | 0.07% | +215+2.2% | Added |
| First Citizens Bank & Trust Co | 10,172 | $818.7K | 0.02% | −311−3.0% | Reduced |
| Plato Investment Management Ltd | 10,183 | $818.8K | 0.07% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,176 | $819.0K | 0.38% | −26−0.3% | Reduced |
| Boston Trust Walden Corp | 10,187 | $820.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,210 | $821.8K | 0.03% | −3,331−24.6% | Reduced |
| Beck Capital Management, LLC | 10,244 | $824.6K | 0.22% | +33+0.3% | Added |
| Foster & Motley Inc | 10,247 | $825.0K | 0.05% | −1,590−13.4% | Reduced |
| Community Bank, N.A. | 10,300 | $829.0K | 0.10% | −100−1.0% | Reduced |
| Fractal Investments LLC | 10,316 | $830.3K | 0.14% | 00.0% | Unchanged |
| Resources Management Corp | 10,441 | $840.0K | 0.11% | +2,308+28.4% | Added |
| Graypoint LLC | 10,449 | $841.0K | 0.05% | +464+4.6% | Added |
| Fishman Jay A Ltd | 10,450 | $841.1K | 0.08% | −300−2.8% | Reduced |
| Compass Wealth Management LLC | 10,651 | $857.3K | 0.20% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 10,733 | $863.9K | 0.07% | +2,284+27.0% | Added |
| Simmons Bank | 10,905 | $877.7K | 0.06% | −75−0.7% | Reduced |
| Prudent Man Advisors, LLC | 10,925 | $879.4K | 0.29% | +10,925 | New |
| IHT Wealth Management, LLC | 10,991 | $882.7K | 0.03% | +6,405+139.7% | Added |
| Advisor OS, LLC | 10,988 | $884.5K | 0.09% | +1,464+15.4% | Added |
| Private Trust Co NA | 11,004 | $885.7K | 0.09% | +2,086+23.4% | Added |
| Dover Advisors, LLC | 11,012 | $886.4K | 0.50% | 00.0% | Unchanged |
| Mather Group, LLC. | 11,073 | $891.3K | 0.01% | −344−3.0% | Reduced |
| Busey Wealth Management | 11,138 | $896.5K | 0.03% | +165+1.5% | Added |
| Ledyard National Bank | 11,155 | $897.9K | 0.08% | +26+0.2% | Added |
| Grimes & Company, Inc. | 11,163 | $898.5K | 0.02% | +69+0.6% | Added |
| Burns J W & Co Inc | 11,172 | $899.2K | 0.12% | −60−0.5% | Reduced |
| Advisory Services Network, LLC | 14,359 | $905.7K | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 11,263 | $906.5K | 0.36% | −51−0.5% | Reduced |
| Venturi Wealth Management, LLC | 11,291 | $908.8K | 0.05% | +2,092+22.7% | Added |
| Groesbeck Investment Management Corp | 11,299 | $909.0K | 1.34% | −2,987−20.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,307 | $909.3K | 0.02% | +7,830+225.2% | Added |
| Engineers Gate Manager LP | 11,314 | $910.7K | 0.02% | +11,314 | New |
| Core Wealth Partners LLC | 11,405 | $918.0K | 0.56% | −66−0.6% | Reduced |
| TCW Group Inc | 11,481 | $924.1K | 0.01% | −281−2.4% | Reduced |
| Little House Capital LLC | 11,488 | $924.7K | 0.27% | +2,130+22.8% | Added |
| Coldstream Capital Management Inc | 11,635 | $927.5K | 0.02% | +2,942+33.8% | Added |
| Kingswood Wealth Advisors, LLC | 11,540 | $928.8K | 0.07% | +3,226+38.8% | Added |
| Signature Estate & Investment Advisors LLC | 11,581 | $932.1K | 0.02% | +1,037+9.8% | Added |
| Lindbrook Capital, LLC | 11,867 | $955.2K | 0.08% | +57+0.5% | Added |
| Geller Advisors LLC | 11,901 | $957.9K | 0.07% | −162−1.3% | Reduced |
| Freestone Capital Holdings, LLC | 11,901 | $957.9K | 0.03% | +106+0.9% | Added |
| Columbia Asset Management | 11,901 | $958.0K | 0.17% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 11,904 | $958.2K | 0.03% | −176−1.5% | Reduced |
| Avestar Capital, LLC | 11,930 | $960.2K | 0.10% | +416+3.6% | Added |
| Vise Technologies, Inc. | 11,995 | $965.4K | 0.12% | +632+5.6% | Added |
| Intact Investment Management Inc. | 12,040 | $969.1K | 0.03% | +12,040 | New |
| Axxcess Wealth Management, LLC | 12,063 | $971.0K | 0.02% | −1,971−14.0% | Reduced |
| Moneta Group Investment Advisors LLC | 12,073 | $971.7K | 0.01% | +81+0.7% | Added |
| Pettyjohn, Wood & White, Inc | 12,138 | $977.0K | 0.18% | +200+1.7% | Added |
| Roundview Capital LLC | 12,180 | $980.4K | 0.07% | +24+0.2% | Added |
| Arkadios Wealth Advisors | 12,199 | $981.9K | 0.06% | +159+1.3% | Added |
| Cidel Asset Management Inc | 12,236 | $984.9K | 0.07% | +289+2.4% | Added |
| Valeo Financial Advisors, LLC | 12,244 | $985.5K | 0.03% | +179+1.5% | Added |
| Shell Asset Management Co | 12,276 | $988.0K | 0.04% | +12,276 | New |
| Scotia Capital Inc. | 12,304 | $990.4K | 0.01% | −29−0.2% | Reduced |
| Ingalls & Snyder LLC | 12,315 | $991.0K | 0.04% | +150+1.2% | Added |
| Quadrant Capital Group LLC | 12,346 | $993.7K | 0.07% | +177+1.5% | Added |
| Meridian Management Co | 12,347 | $993.8K | 0.25% | +30+0.2% | Added |
| Everett Harris & Co | 12,538 | $1.01M | 0.01% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 12,598 | $1.01M | 0.59% | 00.0% | Unchanged |
| Tower Bridge Advisors | 12,614 | $1.02M | 0.11% | 00.0% | Unchanged |