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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 24,857 | $2.00M | 0.14% | −2,170−8.0% | Reduced |
| Horizon Investments, LLC | 24,809 | $1.99M | 0.05% | +10,097+68.6% | Added |
| Bessemer Group Inc | 24,592 | $1.98M | 0.00% | +425+1.8% | Added |
| FORA Capital, LLC | 24,439 | $1.97M | 0.23% | −17,835−42.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 24,435 | $1.97M | 0.09% | +24,435 | New |
| Lakewood Asset Management LLC | 24,220 | $1.95M | 1.33% | −688−2.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 24,101 | $1.94M | 0.16% | +929+4.0% | Added |
| Johnson Investment Counsel Inc | 23,643 | $1.90M | 0.02% | −2,965−11.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,484 | $1.89M | 0.08% | +1,283+5.8% | Added |
| Lido Advisors, LLC | 23,478 | $1.89M | 0.01% | +723+3.2% | Added |
| Woodstock Corp | 23,422 | $1.89M | 0.18% | −400−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,300 | $1.88M | 0.00% | −27,960−54.5% | Reduced |
| Greenleaf Trust | 23,204 | $1.87M | 0.02% | +256+1.1% | Added |
| Bridges Investment Management Inc | 23,036 | $1.85M | 0.03% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 23,019 | $1.85M | 0.63% | +702+3.1% | Added |
| Central Trust Co | 22,800 | $1.84M | 0.04% | −2,483−9.8% | Reduced |
| Curbstone Financial Management Corp | 22,742 | $1.83M | 0.39% | −126−0.6% | Reduced |
| Squarepoint Ops LLC | 22,603 | $1.82M | 0.01% | −105−0.5% | Reduced |
| Apollon Wealth Management, LLC | 22,515 | $1.81M | 0.05% | +1,238+5.8% | Added |
| Burney Co | 22,422 | $1.80M | 0.06% | −430−1.9% | Reduced |
| Hartford Financial Management Inc. | 22,368 | $1.80M | 0.37% | −198−0.9% | Reduced |
| Summit Trail Advisors, LLC | 21,919 | $1.76M | 0.04% | +72+0.3% | Added |
| Sciencast Management LP | 21,836 | $1.76M | 0.52% | −15,526−41.6% | Reduced |
| Garrison Point Advisors, LLC | 21,790 | $1.75M | 1.09% | −60−0.3% | Reduced |
| Hunter Associates Investment Management LLC | 21,853 | $1.75M | 0.27% | +500+2.3% | Added |
| Modera Wealth Management, LLC | 21,756 | $1.75M | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 21,708 | $1.75M | 0.02% | +7,119+48.8% | Added |
| Trueblood Wealth Management, LLC | 21,692 | $1.75M | 0.88% | −774−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 21,674 | $1.74M | 0.11% | +343+1.6% | Added |
| Neville Rodie & Shaw Inc | 21,558 | $1.74M | 0.13% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 21,543 | $1.73M | 0.08% | +220+1.0% | Added |
| Birch Hill Investment Advisors LLC | 21,528 | $1.73M | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 21,478 | $1.73M | 0.00% | −2,198,845−99.0% | Reduced |
| Paloma Partners Management Co | 21,420 | $1.72M | 0.09% | −28,308−56.9% | Reduced |
| KCM Investment Advisors LLC | 21,363 | $1.72M | 0.06% | +297+1.4% | Added |
| Griffin Asset Management, Inc. | 21,047 | $1.69M | 0.19% | +500+2.4% | Added |
| Winton Group Ltd | 21,000 | $1.69M | 0.12% | +16,020+321.7% | Added |
| CAPROCK Group, Inc. | 20,956 | $1.69M | 0.06% | −2,759−11.6% | Reduced |
| Cinctive Capital Management LP | 20,870 | $1.68M | 0.10% | +20,870 | New |
| Wedmont Private Capital | 20,779 | $1.67M | 0.10% | +1,145+5.8% | Added |
| Integrated Wealth Concepts LLC | 20,670 | $1.66M | 0.02% | −1,624−7.3% | Reduced |
| Intech Investment Management LLC | 20,611 | $1.66M | 0.02% | −70,295−77.3% | Reduced |
| Stratos Wealth Partners, LTD. | 20,561 | $1.65M | 0.02% | −96−0.5% | Reduced |
| Salem Investment Counselors Inc | 20,491 | $1.65M | 0.05% | +73+0.4% | Added |
| Maven Securities LTD | 20,400 | $1.64M | 0.19% | +20,400 | New |
| Wahed Invest LLC | 20,374 | $1.64M | 0.29% | +20,374 | New |
| Penobscot Investment Management Company, Inc. | 20,353 | $1.64M | 0.15% | +1,596+8.5% | Added |
| Resources Investment Advisors, LLC. | 20,337 | $1.64M | 0.02% | −655−3.1% | Reduced |
| Personal Cfo Solutions, LLC | 20,238 | $1.63M | 0.23% | +90+0.4% | Added |
| United Services Automobile Association | 20,125 | $1.62M | 0.04% | −4,770−19.2% | Reduced |
| Lake Street Advisors Group, LLC | 19,959 | $1.61M | 0.07% | −1,349−6.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 19,965 | $1.61M | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19,867 | $1.60M | 0.04% | +2,211+12.5% | Added |
| SpiderRock Advisors, LLC | 19,616 | $1.58M | 0.03% | −1,115−5.4% | Reduced |
| Park Avenue Securities LLC | 19,412 | $1.56M | 0.02% | −1,475−7.1% | Reduced |
| Bollard Group LLC | 19,399 | $1.56M | 0.04% | +28+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 19,244 | $1.55M | 0.13% | −151−0.8% | Reduced |
| Lipe & Dalton | 19,107 | $1.54M | 0.78% | +10.0% | Added |
| Weiss Asset Management LP | 18,984 | $1.53M | 0.04% | +18,984 | New |
| Eastern Bank | 18,942 | $1.52M | 0.03% | +18,942 | New |
| Qsemble Capital Management, LP | 18,842 | $1.52M | 0.28% | +3,007+19.0% | Added |
| Ahl Investment Management, Inc. | 18,786 | $1.51M | 1.04% | −200−1.1% | Reduced |
| Dakota Wealth Management | 18,757 | $1.51M | 0.03% | −9,911−34.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.51M | 0.27% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 18,689 | $1.50M | 0.01% | −8,830−32.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 18,407 | $1.48M | 0.05% | +3,684+25.0% | Added |
| First Manhattan Co | 18,393 | $1.48M | 0.00% | −735−3.8% | Reduced |
| Signaturefd, LLC | 18,279 | $1.47M | 0.03% | −1,160−6.0% | Reduced |
| VCI Wealth Management LLC | 18,241 | $1.47M | 0.65% | +18,241 | New |
| Patten & Patten Inc | 18,224 | $1.47M | 0.10% | −500−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 18,175 | $1.46M | 0.03% | +61+0.3% | Added |
| Kraematon Investment Advisors, Inc | 18,123 | $1.46M | 1.43% | −1,037−5.4% | Reduced |
| Two Sigma Investments, LP | 17,981 | $1.45M | 0.00% | −8,419−31.9% | Reduced |
| Romano Brothers and Company | 17,887 | $1.44M | 0.18% | 00.0% | Unchanged |
| Diversified Trust Co | 17,787 | $1.43M | 0.04% | +3,881+27.9% | Added |
| BKD Wealth Advisors, LLC | 17,643 | $1.42M | 0.03% | −2,218−11.2% | Reduced |
| Massachusetts Wealth Management | 17,550 | $1.41M | 0.89% | +1,175+7.2% | Added |
| Home Federal Bank of Tennessee | 17,452 | $1.40M | 0.40% | +575+3.4% | Added |
| First Hawaiian Bank | 17,327 | $1.39M | 0.04% | +10.0% | Added |
| V-Square Quantitative Management LLC | 17,289 | $1.39M | 0.20% | +2,116+13.9% | Added |
| BNP Paribas | 17,275 | $1.39M | 0.06% | +2,174+14.4% | Added |
| Cascade Investment Advisors, Inc. | 17,243 | $1.39M | 0.88% | +115+0.7% | Added |
| Wendell David Associates Inc | 17,203 | $1.39M | 0.13% | −465−2.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 17,026 | $1.37M | 0.05% | −1,268−6.9% | Reduced |
| Wolverine Asset Management LLC | 17,000 | $1.37M | 0.02% | +17,000 | New |
| Marble Harbor Investment Counsel, LLC | 16,930 | $1.36M | 0.15% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 16,746 | $1.35M | 0.05% | +2,351+16.3% | Added |
| Robeco Institutional Asset Management B.V. | 16,694 | $1.34M | 0.00% | +74+0.4% | Added |
| TownSquare Capital, LLC | 16,337 | $1.31M | 0.02% | +6,608+67.9% | Added |
| Roberts Glore & Co Inc | 16,331 | $1.31M | 0.38% | −1,530−8.6% | Reduced |
| NorthRock Partners, LLC | 16,315 | $1.31M | 0.04% | +405+2.5% | Added |
| Kingsview Wealth Management, LLC | 16,089 | $1.29M | 0.03% | +1,040+6.9% | Added |
| Advisors Asset Management, Inc. | 15,960 | $1.28M | 0.02% | +11,144+231.4% | Added |
| Crestwood Advisors Group LLC | 15,777 | $1.27M | 0.02% | +341+2.2% | Added |
| Baldwin Investment Management, LLC | 15,775 | $1.27M | 0.16% | +10+0.1% | Added |
| Brendel Financial Advisors LLC | 15,394 | $1.24M | 0.70% | +53+0.3% | Added |
| ICW Investment Advisors LLC | 15,376 | $1.24M | 0.52% | +343+2.3% | Added |
| Buffington Mohr McNeal | 15,346 | $1.24M | 0.20% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 15,326 | $1.23M | 0.02% | +645+4.4% | Added |
| Westhampton Capital, LLC | 15,307 | $1.23M | 0.63% | 00.0% | Unchanged |