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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 7,707 | $620.3K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 7,707 | $620.3K | 0.01% | −86−1.1% | Reduced |
| First Western Trust Bank | 7,642 | $615.1K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7,606 | $612.2K | 0.02% | −252−3.2% | Reduced |
| AE Wealth Management LLC | 7,571 | $609.4K | 0.01% | −1,455−16.1% | Reduced |
| Keynote Financial Services LLC | 7,565 | $608.9K | 0.47% | −250−3.2% | Reduced |
| Bokf, NA | 7,606 | $608.9K | 0.01% | −400−5.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,339 | $607.9K | 0.01% | +1,320+18.8% | Added |
| Adviser Investments LLC | 7,552 | $607.9K | 0.01% | +3,550+88.7% | Added |
| NTV Asset Management LLC | 7,514 | $604.8K | 0.08% | 00.0% | Unchanged |
| Farmers Trust Co | 7,496 | $603.4K | 0.11% | +24+0.3% | Added |
| TFG Advisers LLC | 7,479 | $602.0K | 0.22% | +535+7.7% | Added |
| Financial Counselors Inc | 7,441 | $598.9K | 0.01% | −99−1.3% | Reduced |
| Piscataqua Savings Bank | 7,437 | $598.6K | 0.51% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,401 | $595.7K | 0.01% | +542+7.9% | Added |
| LVW Advisors, LLC | 7,390 | $594.8K | 0.08% | −21−0.3% | Reduced |
| Vista Investment Partners LLC | 7,372 | $593.4K | 0.19% | −4,426−37.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,330 | $590.0K | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 7,327 | $589.8K | 0.00% | +7,327 | New |
| Fruth Investment Management | 7,281 | $586.0K | 0.15% | −100−1.4% | Reduced |
| Angeles Investment Advisors, LLC | 7,267 | $584.9K | 0.03% | −860−10.6% | Reduced |
| AlphaCore Capital LLC | 7,203 | $579.8K | 0.13% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,198 | $579.4K | 0.02% | +294+4.3% | Added |
| Marco Investment Management LLC | 7,156 | $576.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7,137 | $574.5K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 7,078 | $569.7K | 0.01% | −62,179−89.8% | Reduced |
| Harbour Investments, Inc. | 7,042 | $566.8K | 0.02% | +553+8.5% | Added |
| Chemung Canal Trust Co | 7,034 | $566.2K | 0.11% | −556−7.3% | Reduced |
| Azimuth Capital Investment Management LLC | 7,034 | $566.2K | 0.02% | −116−1.6% | Reduced |
| Advisors Capital Management, LLC | 7,023 | $565.0K | 0.01% | +1,442+25.8% | Added |
| Rodgers Brothers Inc. | 7,009 | $564.2K | 0.07% | +20.0% | Added |
| Leonteq Securities AG | 7,004 | $563.8K | 0.07% | −182−2.5% | Reduced |
| Manning & Napier Advisors LLC | 7,000 | $563.4K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 6,944 | $558.9K | 0.04% | −184−2.6% | Reduced |
| Syon Capital LLC | 6,934 | $558.1K | 0.05% | +321+4.9% | Added |
| Hohimer Wealth Management, LLC | 6,904 | $555.7K | 0.12% | −6,713−49.3% | Reduced |
| Rothschild Investment LLC | 6,901 | $555.5K | 0.04% | −48−0.7% | Reduced |
| Spire Wealth Management | 6,872 | $553.1K | 0.02% | −129−1.8% | Reduced |
| Bell Investment Advisors, Inc | 6,831 | $549.8K | 0.10% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,800 | $547.3K | 0.02% | −319−4.5% | Reduced |
| Virtu Financial LLC | 6,802 | $547.0K | 0.03% | −13,236−66.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,761 | $544.2K | 0.11% | +450+7.1% | Added |
| Fortune Financial Advisors, LLC | 6,741 | $542.6K | 0.49% | +8+0.1% | Added |
| Donaldson Capital Management, LLC | 6,738 | $542.3K | 0.02% | +86+1.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,729 | $541.5K | 0.03% | +5,264+359.3% | Added |
| Athena Investment Management | 6,714 | $540.4K | 0.31% | 00.0% | Unchanged |
| AlTi Global, Inc. | 6,697 | $539.0K | 0.01% | −607−8.3% | Reduced |
| Americana Partners, LLC | 6,690 | $538.5K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,673 | $537.1K | 0.31% | −225−3.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,665 | $536.5K | 0.07% | −564−7.8% | Reduced |
| Argent Capital Management LLC | 6,660 | $536.1K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,650 | $535.3K | 0.09% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 6,609 | $532.0K | 0.45% | −4−0.1% | Reduced |
| Essex Savings Bank | 6,608 | $531.9K | 0.13% | +144+2.2% | Added |
| General Partner, Inc. | 6,583 | $529.9K | 0.33% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,574 | $529.1K | 0.00% | +231+3.6% | Added |
| TCTC Holdings, LLC | 6,500 | $523.2K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 6,478 | $521.4K | 0.07% | −1,074−14.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,472 | $521.0K | 0.03% | +4+0.1% | Added |
| Forum Financial Management, LP | 6,450 | $519.2K | 0.01% | +134+2.1% | Added |
| Fox Run Management, L.L.C. | 6,441 | $518.4K | 0.12% | +6,441 | New |
| St Germain D J Co Inc | 6,431 | $517.6K | 0.02% | +30.0% | Added |
| Colonial Trust Advisors | 6,423 | $517.0K | 0.04% | −99−1.5% | Reduced |
| FSM Wealth Advisors, LLC | 6,373 | $513.0K | 0.14% | +136+2.2% | Added |
| MEMBERS Trust Co | 6,345 | $510.7K | 0.02% | +13+0.2% | Added |
| McDonald Partners LLC | 6,304 | $507.4K | 0.13% | −300−4.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,297 | $506.9K | 0.35% | +1,015+19.2% | Added |
| Cobblestone Capital Advisors LLC | 6,282 | $505.6K | 0.03% | +380+6.4% | Added |
| Hazlett, Burt & Watson, Inc. | 6,273 | $504.0K | 0.23% | +2,315+58.5% | Added |
| Ransom Advisory, Ltd | 6,254 | $503.4K | 0.24% | −700−10.1% | Reduced |
| AA Financial Advisors, LLC | 6,200 | $499.0K | 0.14% | +1,128+22.2% | Added |
| Independent Advisor Alliance | 6,189 | $498.2K | 0.02% | −1,330−17.7% | Reduced |
| Forbes J M & Co LLP | 6,175 | $497.0K | 0.05% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,148 | $494.9K | 0.28% | 00.0% | Unchanged |
| Center For Asset Management LLC | 6,145 | $494.6K | 0.30% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,120 | $492.6K | 0.06% | −46−0.7% | Reduced |
| Brighton Jones LLC | 6,108 | $491.6K | 0.02% | +318+5.5% | Added |
| LSV Asset Management | 6,100 | $491.0K | 0.00% | −50,700−89.3% | Reduced |
| Tiemann Investment Advisors, LLC | 6,096 | $490.7K | 0.21% | −200−3.2% | Reduced |
| Evergreen Capital Management LLC | 6,055 | $487.4K | 0.02% | +657+12.2% | Added |
| Heritage Wealth Management, Inc. | 6,034 | $485.7K | 0.16% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,033 | $485.6K | 0.26% | +20.0% | Added |
| Meridian Wealth Management, LLC | 6,030 | $485.4K | 0.02% | +137+2.3% | Added |
| Diversify Advisory Services, LLC | 6,044 | $484.4K | 0.03% | +16+0.3% | Added |
| Cornerstone Wealth Management, LLC | 6,002 | $483.1K | 0.03% | −347−5.5% | Reduced |
| Woodmont Investment Counsel LLC | 6,002 | $483.1K | 0.04% | −50−0.8% | Reduced |
| Systematic Financial Management LP | 6,000 | $482.9K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $482.9K | 0.07% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $482.9K | 0.13% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,999 | $482.8K | 0.01% | +513+9.4% | Added |
| Keel Point, LLC | 5,989 | $482.1K | 0.04% | −329−5.2% | Reduced |
| First National Trust Co | 5,983 | $481.6K | 0.02% | −40−0.7% | Reduced |
| Garden State Investment Advisory Services LLC | 5,950 | $480.0K | 0.15% | +161+2.8% | Added |
| Precision Wealth Strategies, LLC | 5,952 | $479.1K | 0.44% | −33−0.6% | Reduced |
| Founders Financial Alliance, LLC | 5,919 | $476.4K | 0.13% | −724−10.9% | Reduced |
| Naples Global Advisors, LLC | 5,900 | $474.9K | 0.04% | −210−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,864 | $472.0K | 0.02% | −22−0.4% | Reduced |
| Miller Investment Management, LP | 5,840 | $470.1K | 0.05% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 5,835 | $469.6K | 0.15% | 00.0% | Unchanged |
| Bailard, Inc. | 5,807 | $467.4K | 0.01% | −17−0.3% | Reduced |