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 |
|---|---|---|---|---|---|
| Vestcor Inc | 15,267 | $1.23M | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15,225 | $1.23M | 0.47% | +15,225 | New |
| Caldwell Trust Co | 15,204 | $1.22M | 0.13% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 15,150 | $1.22M | 0.77% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 15,111 | $1.22M | 0.02% | +104+0.7% | Added |
| Caldwell Investment Management Ltd. | 15,100 | $1.22M | 0.85% | +15,100 | New |
| Pitcairn Co | 14,998 | $1.21M | 0.07% | −1,872−11.1% | Reduced |
| Montag A & Associates Inc | 14,991 | $1.21M | 0.06% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 14,939 | $1.20M | 0.01% | −40.0% | Reduced |
| ING Groep NV | 14,783 | $1.19M | 0.01% | +14,783 | New |
| Bank of Hawaii | 14,719 | $1.18M | 0.05% | +1,243+9.2% | Added |
| Charter Trust Co | 14,719 | $1.18M | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 14,697 | $1.18M | 0.01% | +1,600+12.2% | Added |
| Flputnam Investment Management Co | 14,435 | $1.17M | 0.02% | −251−1.7% | Reduced |
| GAMMA Investing LLC | 14,456 | $1.16M | 0.12% | +3,244+28.9% | Added |
| Quotient Wealth Partners, LLC | 14,449 | $1.16M | 0.04% | −34−0.2% | Reduced |
| Ar Asset Management Inc | 14,400 | $1.16M | 0.26% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 14,381 | $1.16M | 0.12% | −431−2.9% | Reduced |
| ELCO Management Co., LLC | 14,364 | $1.16M | 0.62% | −187−1.3% | Reduced |
| National Asset Management, Inc. | 14,148 | $1.14M | 0.03% | −257−1.8% | Reduced |
| City Holding Co | 14,110 | $1.14M | 0.16% | −98−0.7% | Reduced |
| Wedbush Securities Inc | 14,101 | $1.14M | 0.04% | +19+0.1% | Added |
| J.W. Cole Advisors, Inc. | 14,005 | $1.13M | 0.05% | −371−2.6% | Reduced |
| Trust Co of Toledo NA | 14,004 | $1.13M | 0.15% | −125−0.9% | Reduced |
| Estabrook Capital Management | 13,922 | $1.12M | 0.17% | −50−0.4% | Reduced |
| Choate Investment Advisors | 13,755 | $1.11M | 0.03% | −221−1.6% | Reduced |
| Prudential PLC | 13,699 | $1.10M | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 13,669 | $1.10M | 0.02% | −779−5.4% | Reduced |
| Rossmore Private Capital | 13,626 | $1.10M | 0.14% | 00.0% | Unchanged |
| Vident Advisory, LLC | 13,604 | $1.09M | 0.03% | −2,719−16.7% | Reduced |
| 1858 Wealth Management, LLC | 13,511 | $1.09M | 0.89% | −32−0.2% | Reduced |
| Jacobi Capital Management LLC | 13,488 | $1.09M | 0.08% | +2,757+25.7% | Added |
| Excalibur Management Corp | 13,484 | $1.09M | 0.41% | −482−3.5% | Reduced |
| Valley Brook Capital Group | 13,468 | $1.08M | 0.78% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 13,381 | $1.08M | 0.55% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 13,306 | $1.07M | 0.11% | +225+1.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,265 | $1.07M | 0.09% | +13,265 | New |
| Twinbeech Capital LP | 13,159 | $1.06M | 0.02% | +13,159 | New |
| Chicago Capital, LLC | 13,153 | $1.06M | 0.03% | +248+1.9% | Added |
| Umb Bank N A | 13,150 | $1.06M | 0.02% | +206+1.6% | Added |
| Mesirow Financial Investment Management, Inc. | 13,123 | $1.06M | 0.02% | +38+0.3% | Added |
| Bragg Financial Advisors, Inc | 13,112 | $1.06M | 0.04% | +415+3.3% | Added |
| GYL Financial Synergies, LLC | 13,065 | $1.05M | 0.08% | +64+0.5% | Added |
| Harbor Advisors LLC | 13,000 | $1.05M | 0.18% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 13,000 | $1.05M | 0.25% | −36−0.3% | Reduced |
| Olstein Capital Management, L.P. | 13,000 | $1.05M | 0.18% | −33,000−71.7% | Reduced |
| Means Investment Co., Inc. | 12,907 | $1.04M | 0.12% | +323+2.6% | Added |
| GeoWealth Management, LLC | 12,870 | $1.04M | 0.04% | +218+1.7% | Added |
| Curated Wealth Partners LLC | 12,800 | $1.03M | 0.13% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 12,787 | $1.03M | 0.03% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 12,730 | $1.02M | 0.10% | +615+5.1% | Added |
| Sigma Planning Corp | 12,729 | $1.02M | 0.03% | +549+4.5% | Added |
| CX Institutional | 12,644 | $1.02M | 0.05% | +77+0.6% | Added |
| Tower Bridge Advisors | 12,614 | $1.02M | 0.11% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 12,598 | $1.01M | 0.59% | 00.0% | Unchanged |
| Everett Harris & Co | 12,538 | $1.01M | 0.01% | 00.0% | Unchanged |
| Meridian Management Co | 12,347 | $993.8K | 0.25% | +30+0.2% | Added |
| Quadrant Capital Group LLC | 12,346 | $993.7K | 0.07% | +177+1.5% | Added |
| Ingalls & Snyder LLC | 12,315 | $991.0K | 0.04% | +150+1.2% | Added |
| Scotia Capital Inc. | 12,304 | $990.4K | 0.01% | −29−0.2% | Reduced |
| Shell Asset Management Co | 12,276 | $988.0K | 0.04% | +12,276 | New |
| Valeo Financial Advisors, LLC | 12,244 | $985.5K | 0.03% | +179+1.5% | Added |
| Cidel Asset Management Inc | 12,236 | $984.9K | 0.07% | +289+2.4% | Added |
| Arkadios Wealth Advisors | 12,199 | $981.9K | 0.06% | +159+1.3% | Added |
| Roundview Capital LLC | 12,180 | $980.4K | 0.07% | +24+0.2% | Added |
| Pettyjohn, Wood & White, Inc | 12,138 | $977.0K | 0.18% | +200+1.7% | Added |
| Moneta Group Investment Advisors LLC | 12,073 | $971.7K | 0.01% | +81+0.7% | Added |
| Axxcess Wealth Management, LLC | 12,063 | $971.0K | 0.02% | −1,971−14.0% | Reduced |
| Intact Investment Management Inc. | 12,040 | $969.1K | 0.03% | +12,040 | New |
| Vise Technologies, Inc. | 11,995 | $965.4K | 0.12% | +632+5.6% | Added |
| Avestar Capital, LLC | 11,930 | $960.2K | 0.10% | +416+3.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 11,904 | $958.2K | 0.03% | −176−1.5% | Reduced |
| Columbia Asset Management | 11,901 | $958.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 11,867 | $955.2K | 0.08% | +57+0.5% | Added |
| Signature Estate & Investment Advisors LLC | 11,581 | $932.1K | 0.02% | +1,037+9.8% | Added |
| Kingswood Wealth Advisors, LLC | 11,540 | $928.8K | 0.07% | +3,226+38.8% | Added |
| Coldstream Capital Management Inc | 11,635 | $927.5K | 0.02% | +2,942+33.8% | Added |
| Little House Capital LLC | 11,488 | $924.7K | 0.27% | +2,130+22.8% | Added |
| TCW Group Inc | 11,481 | $924.1K | 0.01% | −281−2.4% | Reduced |
| Core Wealth Partners LLC | 11,405 | $918.0K | 0.56% | −66−0.6% | Reduced |
| Engineers Gate Manager LP | 11,314 | $910.7K | 0.02% | +11,314 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,307 | $909.3K | 0.02% | +7,830+225.2% | Added |
| Groesbeck Investment Management Corp | 11,299 | $909.0K | 1.34% | −2,987−20.9% | Reduced |
| Venturi Wealth Management, LLC | 11,291 | $908.8K | 0.05% | +2,092+22.7% | Added |
| Allred Capital Management, LLC | 11,263 | $906.5K | 0.36% | −51−0.5% | Reduced |
| Advisory Services Network, LLC | 14,359 | $905.7K | 0.02% | 00.0% | Unchanged |
| Burns J W & Co Inc | 11,172 | $899.2K | 0.12% | −60−0.5% | Reduced |
| Grimes & Company, Inc. | 11,163 | $898.5K | 0.02% | +69+0.6% | Added |
| Ledyard National Bank | 11,155 | $897.9K | 0.08% | +26+0.2% | Added |
| Busey Wealth Management | 11,138 | $896.5K | 0.03% | +165+1.5% | Added |
| Mather Group, LLC. | 11,073 | $891.3K | 0.01% | −344−3.0% | Reduced |
| Dover Advisors, LLC | 11,012 | $886.4K | 0.50% | 00.0% | Unchanged |
| Private Trust Co NA | 11,004 | $885.7K | 0.09% | +2,086+23.4% | Added |
| Advisor OS, LLC | 10,988 | $884.5K | 0.09% | +1,464+15.4% | Added |
| IHT Wealth Management, LLC | 10,991 | $882.7K | 0.03% | +6,405+139.7% | Added |
| Prudent Man Advisors, LLC | 10,925 | $879.4K | 0.29% | +10,925 | New |
| Simmons Bank | 10,905 | $877.7K | 0.06% | −75−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,733 | $863.9K | 0.07% | +2,284+27.0% | Added |