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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 13,178 | $899.5K | 0.02% | +25+0.2% | Added |
| Excalibur Management Corp | 13,266 | $905.6K | 0.36% | −218−1.6% | Reduced |
| Sawgrass Asset Management LLC | 13,282 | $906.6K | 0.10% | −1,099−7.6% | Reduced |
| Umb Bank N A | 13,293 | $907.4K | 0.01% | +143+1.1% | Added |
| Waterford Advisors, LLC | 13,381 | $913.4K | 0.46% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,382 | $913.8K | 0.05% | +13,382 | New |
| Canada Post Corp Registered Pension Plan | 13,454 | $918.4K | 0.05% | +13,454 | New |
| TD Private Client Wealth LLC | 13,554 | $925.2K | 0.03% | +4,958+57.7% | Added |
| Amussen Hunsaker Associates LLC | 13,501 | $927.2K | 0.13% | +13,501 | New |
| CX Institutional | 13,612 | $929.2K | 0.04% | +968+7.7% | Added |
| Rossmore Private Capital | 13,626 | $930.1K | 0.11% | 00.0% | Unchanged |
| Prudential PLC | 13,699 | $935.1K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 13,717 | $936.3K | 0.06% | −1,002−6.8% | Reduced |
| Panagora Asset Management Inc | 13,751 | $938.6K | 0.00% | −1,188−8.0% | Reduced |
| ELCO Management Co., LLC | 13,784 | $940.9K | 0.49% | −580−4.0% | Reduced |
| Valley Brook Capital Group | 13,793 | $941.5K | 0.70% | +325+2.4% | Added |
| Advisor OS, LLC | 13,813 | $942.9K | 0.11% | +2,825+25.7% | Added |
| Medallion Wealth Advisors, LLC | 14,047 | $945.6K | 0.47% | +14,047 | New |
| Prime Capital Investment Advisors, LLC | 13,921 | $950.2K | 0.01% | +252+1.8% | Added |
| Estabrook Capital Management | 13,922 | $950.3K | 0.15% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 14,004 | $955.9K | 0.13% | 00.0% | Unchanged |
| City Holding Co | 14,065 | $960.1K | 0.14% | −45−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 14,119 | $963.8K | 0.02% | +996+7.6% | Added |
| Ar Asset Management Inc | 14,400 | $983.0K | 0.22% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 14,409 | $983.6K | 0.16% | −937−6.1% | Reduced |
| J.W. Cole Advisors, Inc. | 14,469 | $987.6K | 0.04% | +464+3.3% | Added |
| Warren Averett Asset Management, LLC | 14,491 | $989.2K | 0.02% | +5,678+64.4% | Added |
| Pitcairn Co | 14,595 | $996.3K | 0.06% | −403−2.7% | Reduced |
| Quotient Wealth Partners, LLC | 14,702 | $1.00M | 0.03% | +253+1.8% | Added |
| Flputnam Investment Management Co | 14,731 | $1.01M | 0.02% | +296+2.1% | Added |
| Caldwell Trust Co | 14,804 | $1.01M | 0.11% | −400−2.6% | Reduced |
| GAMMA Investing LLC | 14,820 | $1.01M | 0.09% | +364+2.5% | Added |
| Groupe la Francaise | 14,753 | $1.01M | 0.03% | +14,753 | New |
| Bank of Hawaii | 14,910 | $1.02M | 0.06% | +191+1.3% | Added |
| 1858 Wealth Management, LLC | 14,931 | $1.02M | 0.81% | +1,420+10.5% | Added |
| Horizon Investments, LLC | 14,941 | $1.02M | 0.03% | −9,868−39.8% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $1.03M | 0.69% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 15,178 | $1.04M | 0.19% | +3,040+25.0% | Added |
| Virtus ETF Advisers LLC | 15,205 | $1.04M | 0.42% | +15,205 | New |
| Vestcor Inc | 15,249 | $1.04M | 0.03% | −18−0.1% | Reduced |
| Westhampton Capital, LLC | 15,307 | $1.04M | 0.53% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 15,338 | $1.05M | 0.01% | +3,265+27.0% | Added |
| ICW Investment Advisors LLC | 15,391 | $1.05M | 0.44% | +15+0.1% | Added |
| Ieq Capital, LLC | 15,495 | $1.06M | 0.01% | −28,696−64.9% | Reduced |
| Vise Technologies, Inc. | 15,497 | $1.06M | 0.09% | +3,502+29.2% | Added |
| Kingsview Wealth Management, LLC | 15,655 | $1.07M | 0.02% | −434−2.7% | Reduced |
| Crestwood Advisors Group LLC | 15,710 | $1.07M | 0.02% | −67−0.4% | Reduced |
| NorthRock Partners, LLC | 15,770 | $1.08M | 0.04% | −545−3.3% | Reduced |
| Roberts Glore & Co Inc | 15,852 | $1.08M | 0.32% | −479−2.9% | Reduced |
| Wedbush Securities Inc | 16,158 | $1.10M | 0.04% | +2,057+14.6% | Added |
| Ballentine Partners, LLC | 16,162 | $1.10M | 0.02% | +836+5.5% | Added |
| Carmel Capital Partners, LLC | 16,307 | $1.11M | 0.45% | +1,082+7.1% | Added |
| Guggenheim Capital LLC | 16,410 | $1.12M | 0.01% | −2,279−12.2% | Reduced |
| Banque Transatlantique SA | 16,521 | $1.12M | 0.03% | +16,521 | New |
| Northwestern Mutual Wealth Management Co | 16,473 | $1.12M | 0.00% | −23,442−58.7% | Reduced |
| GLOBALT Investments LLC | 16,507 | $1.13M | 0.04% | −239−1.4% | Reduced |
| Waldron Private Wealth LLC | 16,532 | $1.13M | 0.05% | +7,854+90.5% | Added |
| Advisory Services Network, LLC | 16,536 | $1.13M | 0.02% | +2,177+15.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 16,570 | $1.13M | 0.43% | +16,570 | New |
| Brendel Financial Advisors LLC | 16,641 | $1.14M | 0.69% | +1,247+8.1% | Added |
| Diversified Trust Co | 16,649 | $1.14M | 0.03% | −1,138−6.4% | Reduced |
| Intact Investment Management Inc. | 16,700 | $1.14M | 0.04% | +4,660+38.7% | Added |
| Robeco Institutional Asset Management B.V. | 16,818 | $1.15M | 0.00% | +124+0.7% | Added |
| Citizens Financial Group Inc | 16,876 | $1.15M | 0.02% | +1,765+11.7% | Added |
| Sequoia Financial Advisors, LLC | 16,885 | $1.15M | 0.01% | +2,188+14.9% | Added |
| Principal Securities, Inc. | 16,919 | $1.15M | 0.03% | +9,518+128.6% | Added |
| Marble Harbor Investment Counsel, LLC | 16,930 | $1.16M | 0.13% | 00.0% | Unchanged |
| Romano Brothers and Company | 17,087 | $1.17M | 0.15% | −800−4.5% | Reduced |
| Wendell David Associates Inc | 17,203 | $1.17M | 0.12% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 17,221 | $1.18M | 0.01% | −4,487−20.7% | Reduced |
| Home Federal Bank of Tennessee | 17,452 | $1.19M | 0.35% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 17,543 | $1.20M | 0.77% | +300+1.7% | Added |
| V-Square Quantitative Management LLC | 17,635 | $1.20M | 0.17% | +346+2.0% | Added |
| BKD Wealth Advisors, LLC | 17,674 | $1.21M | 0.03% | +31+0.2% | Added |
| Two Sigma Investments, LP | 17,700 | $1.21M | 0.00% | −281−1.6% | Reduced |
| AXS Investments LLC | 17,814 | $1.22M | 0.34% | −14,312−44.5% | Reduced |
| Kraematon Investment Advisors, Inc | 17,918 | $1.22M | 1.21% | −205−1.1% | Reduced |
| Patten & Patten Inc | 18,124 | $1.24M | 0.08% | −100−0.5% | Reduced |
| Signaturefd, LLC | 18,365 | $1.25M | 0.02% | +86+0.5% | Added |
| First Hawaiian Bank | 18,441 | $1.26M | 0.04% | +1,114+6.4% | Added |
| First Manhattan Co | 18,489 | $1.27M | 0.00% | +96+0.5% | Added |
| Andrew Hill Investment Advisors, Inc. | 18,570 | $1.27M | 0.94% | −18,767−50.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 18,607 | $1.27M | 0.12% | −1,746−8.6% | Reduced |
| Choate Investment Advisors | 18,661 | $1.27M | 0.03% | +4,906+35.7% | Added |
| Eastern Bank | 18,667 | $1.27M | 0.02% | −275−1.5% | Reduced |
| Ahl Investment Management, Inc. | 18,761 | $1.28M | 0.90% | −25−0.1% | Reduced |
| Massachusetts Wealth Management | 18,825 | $1.28M | 0.79% | +1,275+7.3% | Added |
| Lipe & Dalton | 18,834 | $1.29M | 0.68% | −273−1.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,887 | $1.29M | 0.11% | −357−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 18,980 | $1.30M | 0.02% | +805+4.4% | Added |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.30M | 0.23% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 19,104 | $1.30M | 0.02% | −1,566−7.6% | Reduced |
| TownSquare Capital, LLC | 19,287 | $1.32M | 0.01% | +2,950+18.1% | Added |
| Bollard Group LLC | 19,424 | $1.33M | 0.04% | +25+0.1% | Added |
| United Services Automobile Association | 19,481 | $1.33M | 0.04% | −644−3.2% | Reduced |
| Stratos Wealth Partners, LTD. | 19,685 | $1.34M | 0.02% | −876−4.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,771 | $1.35M | 0.00% | −3,529−15.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 19,865 | $1.35M | 0.03% | −100−0.5% | Reduced |
| InTrack Investment Management Inc | 19,893 | $1.36M | 0.95% | +11,323+132.1% | Added |
| Resources Investment Advisors, LLC. | 20,026 | $1.37M | 0.02% | −311−1.5% | Reduced |