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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 10,651 | $857.3K | 0.20% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 10,450 | $841.1K | 0.08% | −300−2.8% | Reduced |
| Graypoint LLC | 10,449 | $841.0K | 0.05% | +464+4.6% | Added |
| Resources Management Corp | 10,441 | $840.0K | 0.11% | +2,308+28.4% | Added |
| Fractal Investments LLC | 10,316 | $830.3K | 0.14% | 00.0% | Unchanged |
| Community Bank, N.A. | 10,300 | $829.0K | 0.10% | −100−1.0% | Reduced |
| Foster & Motley Inc | 10,247 | $825.0K | 0.05% | −1,590−13.4% | Reduced |
| Beck Capital Management, LLC | 10,244 | $824.6K | 0.22% | +33+0.3% | Added |
| Profund Advisors LLC | 10,210 | $821.8K | 0.03% | −3,331−24.6% | Reduced |
| Boston Trust Walden Corp | 10,187 | $820.0K | 0.01% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,176 | $819.0K | 0.38% | −26−0.3% | Reduced |
| Plato Investment Management Ltd | 10,183 | $818.8K | 0.07% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 10,172 | $818.7K | 0.02% | −311−3.0% | Reduced |
| Verdence Capital Advisors LLC | 10,170 | $818.6K | 0.07% | +215+2.2% | Added |
| Moody National Bank Trust Division | 10,148 | $816.8K | 0.09% | +61+0.6% | Added |
| Silver Oak Securities, Inc | 10,378 | $809.4K | 0.09% | +65+0.6% | Added |
| Investment Advisory Services Inc | 10,036 | $807.8K | 0.29% | −491−4.7% | Reduced |
| Resonant Capital Advisors, LLC | 10,035 | $807.7K | 0.06% | +206+2.1% | Added |
| Hilltop Holdings Inc. | 10,006 | $805.4K | 0.05% | +4,493+81.5% | Added |
| Canal Insurance CO | 10,000 | $805.0K | 0.19% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $805.0K | 0.20% | 00.0% | Unchanged |
| Jade Capital Advisors, LLC | 10,000 | $804.9K | 0.52% | −90,000−90.0% | Reduced |
| Provenance Wealth Advisors, LLC | 9,948 | $800.7K | 0.10% | −105−1.0% | Reduced |
| Forte Capital LLC | 9,926 | $799.0K | 0.09% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 9,918 | $798.3K | 0.37% | −391−3.8% | Reduced |
| Trust Co of Virginia | 9,910 | $797.7K | 0.07% | −138−1.4% | Reduced |
| First City Capital Management, Inc. | 9,887 | $795.8K | 0.41% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 9,865 | $794.0K | 0.13% | −722−6.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,858 | $793.0K | 0.08% | +9,858 | New |
| Carret Asset Management, LLC | 9,838 | $791.8K | 0.09% | −40−0.4% | Reduced |
| Legacy Capital Group California, Inc. | 9,831 | $791.3K | 0.26% | +47+0.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,788 | $787.8K | 0.08% | −945−8.8% | Reduced |
| River Wealth Advisors LLC | 9,714 | $781.9K | 0.10% | +20.0% | Added |
| Fullerton Fund Management Co Ltd. | 9,650 | $776.7K | 0.03% | +9,650 | New |
| Webster Bank, N. A. | 9,614 | $773.8K | 0.08% | −400−4.0% | Reduced |
| Focus Financial Network, Inc. | 9,593 | $772.2K | 0.03% | +6,600+220.5% | Added |
| Cullinan Associates Inc | 9,500 | $770.5K | 0.04% | 00.0% | Unchanged |
| Fiduciary Group LLC | 9,573 | $770.5K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 9,539 | $767.8K | 0.00% | −417−4.2% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $763.7K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 9,437 | $759.4K | 0.02% | +150+1.6% | Added |
| Prospera Financial Services Inc | 9,395 | $756.9K | 0.02% | −193−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,337 | $751.5K | 0.04% | +640+7.4% | Added |
| Aptus Capital Advisors, LLC | 9,324 | $750.5K | 0.01% | +2,633+39.4% | Added |
| DRW Securities, LLC | 9,295 | $748.2K | 0.04% | +9,295 | New |
| Two Sigma Securities, LLC | 9,259 | $745.3K | 0.06% | +1,483+19.1% | Added |
| Clarus Wealth Advisors | 9,252 | $744.0K | 0.38% | −1,282−12.2% | Reduced |
| Boston Financial Mangement LLC | 9,208 | $741.2K | 0.02% | +150+1.7% | Added |
| Boyd Watterson Asset Management LLC | 9,126 | $734.5K | 0.20% | −477−5.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,099 | $732.4K | 0.04% | −1,205−11.7% | Reduced |
| Monterey Private Wealth, Inc. | 9,061 | $729.3K | 0.25% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 9,054 | $728.8K | 0.05% | −67−0.7% | Reduced |
| Sky Investment Group LLC | 9,024 | $726.3K | 0.13% | −108−1.2% | Reduced |
| Courier Capital LLC | 9,021 | $726.1K | 0.05% | −200−2.2% | Reduced |
| AMJ Financial Wealth Management | 9,016 | $725.7K | 0.21% | +3,889+75.9% | Added |
| Beck Mack & Oliver LLC | 8,950 | $720.4K | 0.01% | −74−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 8,935 | $719.2K | 0.01% | −26,566−74.8% | Reduced |
| MJP Associates Inc | 8,923 | $718.2K | 0.14% | +1,464+19.6% | Added |
| HBK Sorce Advisory LLC | 8,842 | $711.7K | 0.02% | −10.0% | Reduced |
| Warren Averett Asset Management, LLC | 8,813 | $709.4K | 0.01% | −1,459−14.2% | Reduced |
| Basepoint Wealth LLC | 8,802 | $708.4K | 0.52% | +493+5.9% | Added |
| Penserra Capital Management LLC | 8,813 | $708.0K | 0.02% | −73−0.8% | Reduced |
| Catalytic Wealth RIA, LLC | 8,783 | $706.9K | 0.12% | −13−0.1% | Reduced |
| 1st Source Bank | 8,757 | $704.9K | 0.04% | −11−0.1% | Reduced |
| Waldron Private Wealth LLC | 8,678 | $698.5K | 0.03% | +855+10.9% | Added |
| Keeley-Teton Advisors, LLC | 8,675 | $698.3K | 0.08% | +8,675 | New |
| Cigna Investments Inc | 8,624 | $694.0K | 0.12% | −95−1.1% | Reduced |
| David Loasby | 8,657 | $693.0K | 0.07% | +75+0.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $692.2K | 0.20% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,596 | $691.9K | 0.02% | −111−1.3% | Reduced |
| Drexel Morgan & Co. | 8,578 | $690.4K | 0.13% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 8,570 | $689.8K | 0.49% | +4,565+114.0% | Added |
| Mission Wealth Management, LP | 8,542 | $687.6K | 0.02% | +60+0.7% | Added |
| Ameritas Investment Partners, Inc. | 8,504 | $684.5K | 0.02% | −314−3.6% | Reduced |
| Ameritas Advisory Services, LLC | 8,483 | $682.8K | 0.03% | +5,085+149.6% | Added |
| Frank, Rimerman Advisors LLC | 8,480 | $682.6K | 0.05% | −5,222−38.1% | Reduced |
| CFO4Life Group, LLC | 8,471 | $681.8K | 0.12% | +76+0.9% | Added |
| Country Club Bank | 8,462 | $681.4K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 8,467 | $676.9K | 0.08% | +202+2.4% | Added |
| Groupama Asset Managment | 10,423 | $673.5K | 0.02% | −10,423−50.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 8,330 | $670.5K | 0.18% | +45+0.5% | Added |
| Haverford Trust Co | 8,247 | $663.8K | 0.01% | +211+2.6% | Added |
| PFG Investments, LLC | 8,242 | $663.4K | 0.04% | −335−3.9% | Reduced |
| Riverwater Partners LLC | 8,229 | $662.8K | 0.33% | −280−3.3% | Reduced |
| Pointe Capital Management LLC | 8,223 | $661.9K | 0.39% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8,182 | $658.6K | 0.02% | −230−2.7% | Reduced |
| Bard Financial Services, Inc. | 8,120 | $653.6K | 0.08% | −740−8.4% | Reduced |
| SRS Capital Advisors, Inc. | 8,060 | $648.7K | 0.06% | −142−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 8,050 | $647.9K | 0.00% | −4,868−37.7% | Reduced |
| Walleye Trading LLC | 8,047 | $647.7K | 0.02% | −32,750−80.3% | Reduced |
| Montecito Bank & Trust | 8,034 | $646.7K | 0.11% | +372+4.9% | Added |
| Exencial Wealth Advisors, LLC | 8,022 | $645.7K | 0.02% | +61+0.8% | Added |
| Proffitt & Goodson Inc | 7,996 | $643.6K | 0.11% | +380+5.0% | Added |
| Sunbelt Securities, Inc. | 7,947 | $639.7K | 0.06% | +131+1.7% | Added |
| Rockland Trust Co | 7,908 | $636.5K | 0.03% | −100−1.2% | Reduced |
| Invesco, LLC | 7,901 | $636.0K | 0.25% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 7,893 | $635.3K | 0.16% | +100+1.3% | Added |
| Washington Trust Co | 7,861 | $632.7K | 0.02% | +149+1.9% | Added |
| Alera Investment Advisors, LLC | 7,857 | $632.4K | 0.07% | +794+11.2% | Added |
| Spirepoint Private Client, LLC | 7,787 | $626.8K | 0.08% | +481+6.6% | Added |