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Livermore
ZHEN

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, Q4 2024

Institutional positions in Carrier Global Corp as of Dec 31, 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
1,560
+33 vs. Q3 2024
Shares held
735.2M
−13.3M (−1.8%) vs. Q3 2024
Total value
$50.2B
−$9.97B (−16.6%) vs. Q3 2024
New holders
184
521 more added
Sold out
151
541 more reduced

26 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,560 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ4 2024: $50.2B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2024.

Institutions holding CARR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.8$00.00%00.0%Unchanged
NBC Securities, Inc.1$1040.01%−1,420−99.9%Reduced
West Paces Advisors Inc.2$1370.00%00.0%Unchanged
PSI Advisors, LLC6$4090.00%00.0%Unchanged
Rakuten Securities, Inc.6$4100.00%−67−91.8%Reduced
Albion Financial Group7$4780.00%+7New
Capital A Wealth Management, LLC8$5460.00%+8New
North Ridge Wealth Advisors, Inc.10$6830.00%+10New
Sugar Maple Asset Management, LLC10$6830.00%+10New
Winnow Wealth LLC12$7830.00%+12New
Catherine Avery Investment Management LLC13$8870.00%+13New
HBC Financial Services, PLLC25$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC15$1.02K0.00%00.0%Unchanged
Aventura Private Wealth, LLC15$1.02K0.00%+15New
Johnson Financial Group, Inc.16$1.06K0.00%−49−75.4%Reduced
Fairman Group, LLC17$1.16K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.18$1.23K0.00%+18New
HighMark Wealth Management LLC20$1.36K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC24$1.64K0.00%00.0%Unchanged
Fairscale Capital, LLC25$1.71K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC25$1.71K0.00%+25New
Principia Wealth Advisory, LLC25$1.71K0.00%+25New
WealthTrak Capital Management LLC25$1.71K0.00%+25New
Guardian Wealth Management, Inc.25$1.72K0.00%00.0%Unchanged
Millstone Evans Group, LLC26$1.77K0.00%+26New
Bogart Wealth, LLC28$1.91K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC39$2.00K0.00%−445−91.9%Reduced
Trifecta Capital Advisors, LLC31$2.12K0.00%00.0%Unchanged
Dogwood Wealth Management LLC32$2.19K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC33$2.25K0.00%00.0%Unchanged
Park Place Capital Corp34$2.32K0.00%00.0%Unchanged
True Wealth Design, LLC40$2.71K0.00%+7+21.2%Added
TD Capital Management LLC40$2.73K0.00%00.0%Unchanged
NewSquare Capital LLC40$2.73K0.00%+40New
Aspect Partners, LLC41$2.80K0.00%00.0%Unchanged
Operose Advisors LLC42$2.87K0.00%−68−61.8%Reduced
Signature Resources Capital Management, LLC42$2.87K0.00%00.0%Unchanged
Ogorek Anthony Joseph47$3.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.50$3.00K0.00%+50New
Navigoe, LLC50$3.00K0.00%+50New
Battery Global Advisors, LLC44$3.01K0.00%00.0%Unchanged
Richardson Financial Services Inc.46$3.14K0.00%−46−50.0%Reduced
Valued Wealth Advisors LLC48$3.29K0.00%−12−20.0%Reduced
Pacific Center for Financial Services50$3.41K0.00%00.0%Unchanged
BFSG, LLC50$3.41K0.00%+50New
Decker Retirement Planning Inc.51$3.48K0.00%+51New
PFS Partners, LLC52$3.58K0.00%00.0%Unchanged
Redwood Park Advisors LLC53$3.62K0.00%+53New
Pinney & Scofield, Inc.54$3.72K0.00%+54New
Financial Freedom, LLC56$3.83K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.59$4.03K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC60$4.10K0.00%+20+50.0%Added
Sierra Ocean, LLC62$4.25K0.00%+62New
Highline Wealth Partners LLC63$4.30K0.00%+27+75.0%Added
Atticus Wealth Management, LLC66$4.51K0.00%00.0%Unchanged
Byrne Asset Management LLC67$4.57K0.00%00.0%Unchanged
Avion Wealth86$5.00K0.00%−7−7.5%Reduced
Cranbrook Wealth Management, LLC75$5.12K0.00%00.0%Unchanged
Fortis Group Advisors, LLC76$5.19K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC87$5.49K0.00%00.0%Unchanged
Salomon & Ludwin, LLC86$5.87K0.00%−23−21.1%Reduced
Global Financial Private Client, LLC86$5.87K0.00%+12+16.2%Added
Ossiam89$6.08K0.00%−7−7.3%Reduced
Darwin Advisors, LLC90$6.14K0.00%+90New
Toth Financial Advisory Corp90$6.14K0.00%00.0%Unchanged
Atala Financial Inc93$6.35K0.00%+93New
Sachetta, LLC95$6.50K0.00%−67−41.4%Reduced
New Wave Wealth Advisors LLC95$6.50K0.00%+95New
Mainstream Capital Management LLC97$6.62K0.00%+97New
UMA Financial Services, Inc.98$6.69K0.00%+98New
Westside Investment Management, Inc.100$6.83K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC100$6.83K0.00%+100New
YANKCOM Partnership100$6.83K0.00%+100New
Nova Wealth Management, Inc.100$6.83K0.01%+100New
Financial Gravity Companies, Inc.101$6.89K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.110$7.51K0.01%+110New
Glass Jacobson Investment Advisors llc111$7.58K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC116$7.92K0.00%+116New
Harel Insurance Investments & Financial Services Ltd.110$8.00K0.00%00.0%Unchanged
Syntax Research, Inc.118$8.05K0.01%00.0%Unchanged
Costello Asset Management, INC125$8.53K0.01%00.0%Unchanged
McIlrath & Eck, LLC125$8.53K0.00%+125New
Fairfield Financial Advisors, LTD129$8.81K0.00%00.0%Unchanged
Main Street Group, LTD133$9.08K0.00%00.0%Unchanged
ZRC Wealth Management, LLC134$9.15K0.00%+134New
Ameriflex Group, Inc.145$9.46K0.00%+145New
Breakwater Investment Management145$9.90K0.00%00.0%Unchanged
Talon Private Wealth, LLC148$10.1K0.00%00.0%Unchanged
Wiser Advisor Group LLC149$10.2K0.01%+1+0.7%Added
Live Oak Investment Partners–$10.2K0.01%––
Richard W. Paul & Associates, LLC159$10.9K0.00%00.0%Unchanged
High Note Wealth, LLC163$11.1K0.00%+163New
Holos Integrated Wealth LLC165$11.3K0.01%+165New
Financial Management Professionals, Inc.168$11.4K0.00%+1+0.6%Added
Abound Wealth Management168$11.5K0.00%−1−0.6%Reduced
Family CFO Inc186$12.7K0.01%+186New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna198$13.5K0.01%00.0%Unchanged
VSM Wealth Advisory, LLC201$13.7K0.00%+201New
Mark Sheptoff Financial Planning, LLC203$13.9K0.01%00.0%Unchanged
MCF Advisors LLC204$13.9K0.00%00.0%Unchanged