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 |
|---|---|---|---|---|---|
| KRS Capital Management, LLC | 5,791 | $466.1K | 0.34% | −182−3.0% | Reduced |
| Foundations Investment Advisors, LLC | 5,779 | $465.1K | 0.01% | +163+2.9% | Added |
| Boothbay Fund Management, LLC | 5,771 | $464.5K | 0.01% | +5,771 | New |
| Anchor Investment Management, LLC | 5,745 | $462.4K | 0.04% | +355+6.6% | Added |
| Procyon Private Wealth Partners, LLC | 5,730 | $461.2K | 0.03% | +697+13.8% | Added |
| Chicago Partners Investment Group LLC | 5,740 | $458.9K | 0.02% | +89+1.6% | Added |
| 9258 Wealth Management, LLC | 5,674 | $456.7K | 0.07% | +10.0% | Added |
| Court Place Advisors, LLC | 5,654 | $455.1K | 0.13% | −378−6.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 5,640 | $454.0K | 0.11% | +5,640 | New |
| Crestline Management, LP | 5,638 | $453.8K | 0.03% | +5,638 | New |
| Tyche Wealth Partners LLC | 5,608 | $451.4K | 0.10% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,600 | $450.7K | 0.20% | −2,000−26.3% | Reduced |
| Washington Trust Advisors, Inc. | 5,579 | $449.1K | 0.04% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,538 | $445.8K | 0.04% | −296−5.1% | Reduced |
| Howland Capital Management LLC | 5,536 | $445.6K | 0.02% | −46−0.8% | Reduced |
| Sapient Capital LLC | 5,533 | $445.4K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5,532 | $445.3K | 0.17% | +10+0.2% | Added |
| Atomi Financial Group, Inc. | 5,528 | $444.9K | 0.03% | +956+20.9% | Added |
| Western Wealth Management, LLC | 5,523 | $444.6K | 0.03% | +522+10.4% | Added |
| Dumont & Blake Investment Advisors LLC | 5,506 | $443.2K | 0.12% | −5,506−50.0% | Reduced |
| Covenant Asset Management, LLC | 5,500 | $442.7K | 0.10% | −400−6.8% | Reduced |
| Buckingham Strategic Partners | 5,498 | $442.6K | 0.01% | +180+3.4% | Added |
| Reuter James Wealth Management, LLC | 5,457 | $439.2K | 0.08% | +5,457 | New |
| Ancora Advisors, LLC | 5,451 | $438.7K | 0.01% | −121−2.2% | Reduced |
| New Hampshire Trust | 5,435 | $437.5K | 0.09% | −84−1.5% | Reduced |
| Pinnacle Financial Partners Inc | 5,431 | $437.1K | 0.01% | +125+2.4% | Added |
| Teacher Retirement System of Texas | 5,429 | $437.0K | 0.00% | −10,322−65.5% | Reduced |
| Philadelphia Trust Co | 5,411 | $436.0K | 0.03% | +9+0.2% | Added |
| Asset Dedication, LLC | 5,409 | $435.3K | 0.03% | −19−0.4% | Reduced |
| Malaga Cove Capital, LLC | 5,399 | $434.6K | 0.17% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,395 | $434.2K | 0.02% | +28+0.5% | Added |
| Douglas Lane & Associates, LLC | 5,391 | $433.9K | 0.01% | −164−3.0% | Reduced |
| 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 |
| Financial Perspectives, Inc | 5,388 | $433.7K | 0.15% | +387+7.7% | Added |
| Arrow Financial Corp | 5,375 | $432.6K | 0.04% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 5,373 | $432.5K | 0.03% | −1,267−19.1% | Reduced |
| WSFS Capital Management, LLC | 5,372 | $432.4K | 0.02% | −52−1.0% | Reduced |
| Central Pacific Bank - Trust Division | 5,370 | $432.2K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,364 | $431.7K | 0.00% | +1,229+29.7% | Added |
| LMCG Investments, LLC | 5,359 | $431.3K | 0.03% | −4−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 5,356 | $431.1K | 0.01% | −997−15.7% | Reduced |
| Howard Capital Management Inc. | 5,347 | $430.4K | 0.01% | +5,347 | New |
| Franklin Street Advisors Inc | 5,338 | $430.0K | 0.03% | −68−1.3% | Reduced |
| Twelve Points Wealth Management LLC | 5,341 | $429.9K | 0.14% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,321 | $428.3K | 0.36% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 5,304 | $426.9K | 0.04% | −29−0.5% | Reduced |
| Argent Financial Group, Inc. | 5,290 | $425.8K | 0.05% | +5,290 | New |
| BSW Wealth Partners | 5,280 | $425.0K | 0.06% | −222−4.0% | Reduced |
| Affinity Investment Advisors, LLC | 5,274 | $424.5K | 0.29% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,266 | $423.9K | 0.01% | −7−0.1% | Reduced |
| Cambridge Advisors Inc. | 5,251 | $422.7K | 0.09% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,249 | $422.5K | 0.03% | +500+10.5% | Added |
| Pine Valley Investments Ltd Liability Co | 5,248 | $422.4K | 0.03% | +4+0.1% | Added |
| New England Capital Financial Advisors LLC | 5,239 | $421.7K | 0.22% | +10+0.2% | Added |
| Interchange Capital Partners, LLC | 5,229 | $420.9K | 0.15% | 00.0% | Unchanged |
| Capital City Trust Co | 5,211 | $419.4K | 0.10% | +315+6.4% | Added |
| EverSource Wealth Advisors, LLC | 5,206 | $419.1K | 0.03% | +216+4.3% | Added |
| Conning Inc. | 5,196 | $418.2K | 0.01% | −38−0.7% | Reduced |
| Northwest Bancshares, Inc. | 5,181 | $417.0K | 0.07% | −153−2.9% | Reduced |
| BIP Wealth, LLC | 5,175 | $416.6K | 0.03% | +5,175 | New |
| Peddock Capital Advisors, LLC | 5,169 | $416.1K | 0.10% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 5,161 | $415.5K | 0.19% | +212+4.3% | Added |
| Flagship Harbor Advisors, LLC | 5,146 | $414.2K | 0.02% | −29−0.6% | Reduced |
| Integrated Advisors Network LLC | 5,127 | $412.6K | 0.02% | −7−0.1% | Reduced |
| Ted Buchan & Co | 5,070 | $408.1K | 0.19% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 5,050 | $406.5K | 0.07% | −200−3.8% | Reduced |
| Ostrum Asset Management | 5,050 | $406.5K | 0.03% | +62+1.2% | Added |
| Holistic Financial Partners | 5,042 | $405.8K | 0.20% | +21+0.4% | Added |
| Ironwood Investment Counsel, LLC | 5,040 | $405.7K | 0.07% | −267−5.0% | Reduced |
| Atlantic Trust, LLC | 5,033 | $405.1K | 0.10% | −466−8.5% | Reduced |
| Leavell Investment Management, Inc. | 5,032 | $405.0K | 0.02% | 00.0% | Unchanged |
| LGT Group Foundation | 5,000 | $402.7K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 5,000 | $402.4K | 0.15% | 00.0% | Unchanged |
| Northeast Investment Management | 4,990 | $401.6K | 0.02% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 4,976 | $400.5K | 0.26% | −191−3.7% | Reduced |
| Mutual Advisors, LLC | 5,484 | $399.8K | 0.01% | +56+1.0% | Added |
| Berkshire Asset Management LLC | 6,311 | $398.1K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,883 | $393.1K | 0.02% | +13+0.3% | Added |
| Sterling Capital Management LLC | 4,878 | $392.6K | 0.01% | +4,878 | New |
| West Oak Capital, LLC | 4,875 | $392.4K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4,850 | $390.4K | 0.07% | +1,007+26.2% | Added |
| Congress Wealth Management LLC | 4,842 | $389.8K | 0.01% | −183−3.6% | Reduced |
| Clarius Group, LLC | 4,857 | $389.6K | 0.03% | −198−3.9% | Reduced |
| Equitable Trust Co | 4,832 | $388.9K | 0.02% | +1,200+33.0% | Added |
| GSB Wealth Management, LLC | 4,825 | $388.4K | 0.10% | +20.0% | Added |
| Thomasville National Bank | 4,821 | $388.0K | 0.03% | +16+0.3% | Added |
| Fukoku Mutual Life Insurance Co | 4,796 | $386.0K | 0.03% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 4,757 | $382.9K | 0.13% | +424+9.8% | 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 |
| Relyea Zuckerberg Hanson LLC | 4,717 | $379.7K | 0.06% | +74+1.6% | Added |
| Aveo Capital Partners, LLC | 4,676 | $376.4K | 0.04% | +169+3.7% | Added |
| Ronald Blue Trust, Inc. | 5,958 | $375.8K | 0.00% | +3,505+142.9% | Added |
| Sentry LLC | 4,660 | $375.1K | 0.07% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,642 | $374.0K | 0.06% | +450+10.7% | Added |
| Teza Capital Management LLC | 4,645 | $373.9K | 0.04% | +4,645 | New |
| Quest Partners LLC | 4,636 | $373.2K | 0.03% | +4,636 | New |
| DF Dent & Co Inc | 4,625 | $372.3K | 0.00% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 4,590 | $369.4K | 0.03% | −54,075−92.2% | Reduced |