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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 20,050 | $1.37M | 0.03% | +183+0.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 18,282 | $1.38M | 0.00% | −10,361−36.2% | Reduced |
| Lake Street Advisors Group, LLC | 20,128 | $1.38M | 0.06% | +169+0.8% | Added |
| Personal Cfo Solutions, LLC | 20,329 | $1.39M | 0.27% | +91+0.4% | Added |
| Wetherby Asset Management Inc | 20,358 | $1.39M | 0.07% | −1,185−5.5% | Reduced |
| Wahed Invest LLC | 20,359 | $1.39M | 0.23% | −15−0.1% | Reduced |
| Salem Investment Counselors Inc | 20,490 | $1.40M | 0.05% | −10.0% | Reduced |
| Princeton Global Asset Management LLC | 20,663 | $1.41M | 0.26% | +19,018+1,156.1% | Added |
| Wedmont Private Capital | 21,298 | $1.42M | 0.07% | +519+2.5% | Added |
| KCM Investment Advisors LLC | 21,107 | $1.44M | 0.05% | −256−1.2% | Reduced |
| Birch Hill Investment Advisors LLC | 21,128 | $1.44M | 0.07% | −400−1.9% | Reduced |
| Neville Rodie & Shaw Inc | 21,589 | $1.47M | 0.11% | +31+0.1% | Added |
| Griffin Asset Management, Inc. | 21,672 | $1.48M | 0.17% | +625+3.0% | Added |
| Trueblood Wealth Management, LLC | 21,724 | $1.48M | 0.73% | +32+0.1% | Added |
| Meeder Advisory Services, Inc. | 21,744 | $1.48M | 0.09% | +70+0.3% | Added |
| Flow Traders U.S. LLC | 21,771 | $1.49M | 0.06% | +21,771 | New |
| Garrison Point Advisors, LLC | 21,790 | $1.49M | 0.71% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 21,846 | $1.49M | 0.02% | +90+0.4% | Added |
| Hunter Associates Investment Management LLC | 22,048 | $1.50M | 0.23% | +195+0.9% | Added |
| Dakota Wealth Management | 22,235 | $1.52M | 0.03% | +3,478+18.5% | Added |
| Hartford Financial Management Inc. | 22,371 | $1.53M | 0.31% | +30.0% | Added |
| Burney Co | 22,542 | $1.54M | 0.05% | +120+0.5% | Added |
| Investment Management Corp of Ontario | 22,614 | $1.54M | 0.05% | −4,400−16.3% | Reduced |
| Lakewood Asset Management LLC | 22,878 | $1.56M | 1.08% | −1,342−5.5% | Reduced |
| Central Trust Co | 22,933 | $1.57M | 0.04% | +133+0.6% | Added |
| Bridges Investment Management Inc | 23,055 | $1.57M | 0.02% | +19+0.1% | Added |
| Woodstock Corp | 23,057 | $1.57M | 0.15% | −365−1.6% | Reduced |
| Lido Advisors, LLC | 23,094 | $1.58M | 0.01% | −384−1.6% | Reduced |
| VCI Wealth Management LLC | 23,207 | $1.58M | 0.67% | +4,966+27.2% | Added |
| Quantum Private Wealth, LLC | 23,271 | $1.59M | 0.51% | +252+1.1% | Added |
| Parallax Volatility Advisers, L.P. | 23,298 | $1.59M | 0.03% | −49,370−67.9% | Reduced |
| Curbstone Financial Management Corp | 23,298 | $1.59M | 0.34% | +556+2.4% | Added |
| Greenleaf Trust | 23,480 | $1.60M | 0.01% | +276+1.2% | Added |
| Allstate Corp | 23,748 | $1.62M | 0.05% | +23,748 | New |
| Lombard Odier Asset Management (Switzerland) SA | 23,867 | $1.63M | 0.12% | −234−1.0% | Reduced |
| Advisors Asset Management, Inc. | 23,944 | $1.63M | 0.03% | +7,984+50.0% | Added |
| PGGM Investments | 24,321 | $1.66M | 0.02% | −22,151−47.7% | Reduced |
| Summit Trail Advisors, LLC | 24,240 | $1.66M | 0.06% | +2,321+10.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 24,435 | $1.67M | 0.11% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 24,674 | $1.68M | 0.05% | −1,105−4.3% | Reduced |
| Schnieders Capital Management LLC | 24,688 | $1.69M | 0.33% | −500−2.0% | Reduced |
| Everence Capital Management Inc | 24,850 | $1.70M | 0.11% | −1,040−4.0% | Reduced |
| Bessemer Group Inc | 24,868 | $1.70M | 0.00% | +276+1.1% | Added |
| Tudor Investment Corp Et Al | 25,289 | $1.73M | 0.02% | +25,289 | New |
| Tokio Marine Asset Management Co Ltd | 25,304 | $1.73M | 0.06% | +1,820+7.7% | Added |
| Principle Wealth Partners LLC | 25,421 | $1.74M | 0.12% | 00.0% | Unchanged |
| Crews Bank & Trust | 25,491 | $1.74M | 0.29% | +25,491 | New |
| Systematic Alpha Investments, LLC | 25,789 | $1.76M | 0.06% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 27,126 | $1.77M | 0.10% | −2,328−7.9% | Reduced |
| Apollon Wealth Management, LLC | 25,983 | $1.77M | 0.04% | +3,468+15.4% | Added |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.77M | 0.22% | 00.0% | Unchanged |
| Sabal Trust CO | 26,004 | $1.78M | 0.10% | −1,297−4.8% | Reduced |
| CAPROCK Group, Inc. | 25,974 | $1.78M | 0.06% | +5,018+23.9% | Added |
| Moors & Cabot, Inc. | 26,114 | $1.78M | 0.08% | −88−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,494 | $1.81M | 0.04% | −116−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 26,569 | $1.81M | 0.03% | −989−3.6% | Reduced |
| IMA Wealth, Inc. | 26,509 | $1.82M | 0.22% | +187+0.7% | Added |
| Financial Advocates Investment Management | 26,863 | $1.83M | 0.10% | −1,325−4.7% | Reduced |
| Kinneret Advisory, LLC | 26,781 | $1.83M | 0.17% | −1,247−4.4% | Reduced |
| FineMark National Bank & Trust | 27,014 | $1.84M | 0.06% | −1,090−3.9% | Reduced |
| Concurrent Investment Advisors, LLC | 27,439 | $1.87M | 0.05% | −4,046−12.9% | Reduced |
| Goelzer Investment Management, Inc. | 27,611 | $1.88M | 0.11% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 28,023 | $1.91M | 0.02% | +4,380+18.5% | Added |
| Aureus Asset Management, LLC | 28,129 | $1.92M | 0.12% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 28,276 | $1.93M | 1.66% | −280−1.0% | Reduced |
| Empirical Finance, LLC | 28,476 | $1.94M | 0.11% | −353−1.2% | Reduced |
| Edgestream Partners, L.P. | 28,666 | $1.96M | 0.08% | +28,666 | New |
| Glenview Trust Co | 28,683 | $1.96M | 0.04% | −558−1.9% | Reduced |
| Farmers & Merchants Investments Inc | 28,802 | $1.97M | 0.06% | −696−2.4% | Reduced |
| Holderness Investments Co | 28,930 | $1.97M | 0.44% | −145−0.5% | Reduced |
| Sone Capital Management, LLC | 28,952 | $1.98M | 0.25% | +28,952 | New |
| Liberty Capital Management, Inc. | 29,010 | $1.98M | 0.44% | +1,118+4.0% | Added |
| Value Partners Investments Inc. | 29,041 | $1.98M | 1.12% | −3,723−11.4% | Reduced |
| Azzad Asset Management Inc | 29,022 | $1.98M | 0.38% | +44+0.2% | Added |
| Van Hulzen Asset Management, LLC | 29,053 | $1.98M | 0.15% | +300+1.0% | Added |
| Headinvest, LLC | 29,082 | $1.99M | 0.37% | −500−1.7% | Reduced |
| Cornerstone Advisors, LLC | 29,100 | $1.99M | 0.08% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 29,201 | $1.99M | 0.65% | +250+0.9% | Added |
| Callan Family Office, LLC | 29,572 | $2.02M | 0.13% | +29,572 | New |
| Bartlett & Co. Wealth Management LLC | 29,560 | $2.02M | 0.03% | +742+2.6% | Added |
| Burling Wealth Partners, LLC | 29,918 | $2.04M | 0.42% | +29,918 | New |
| Park Avenue Securities LLC | 30,420 | $2.08M | 0.02% | +11,008+56.7% | Added |
| Aurora Investment Counsel | 30,760 | $2.10M | 1.15% | −68−0.2% | Reduced |
| South Dakota Investment Council | 30,853 | $2.11M | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 31,247 | $2.13M | 0.00% | −3,480−10.0% | Reduced |
| Elefante Mark B | 31,725 | $2.17M | 1.98% | +31,725 | New |
| Evelyn Partners Investment Management LLP | 31,775 | $2.17M | 0.07% | +31,775 | New |
| Cunning Capital Partners, LP | 31,795 | $2.17M | 1.34% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 31,913 | $2.18M | 0.38% | +31,913 | New |
| Tiaa Trust, National Association | 31,967 | $2.18M | 0.01% | +376+1.2% | Added |
| HB Wealth Management, LLC | 32,000 | $2.18M | 0.02% | +371+1.2% | Added |
| Hartline Investment Corp | 32,221 | $2.20M | 0.25% | −49,692−60.7% | Reduced |
| Miracle Mile Advisors, LLC | 32,420 | $2.21M | 0.04% | +32,420 | New |
| Clearstead Advisors, LLC | 33,218 | $2.27M | 0.03% | +2,888+9.5% | Added |
| Omers Administration Corp | 33,550 | $2.29M | 0.02% | +5,608+20.1% | Added |
| Blue Square Asset Management, LLC | 33,585 | $2.29M | 1.14% | +1,006+3.1% | Added |
| Atria Wealth Solutions, Inc. | 33,723 | $2.30M | 0.03% | +3,477+11.5% | Added |
| Delta Financial Advisors LLC | 33,955 | $2.32M | 0.86% | +148+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 33,971 | $2.32M | 0.01% | +1,245+3.8% | Added |
| TD Waterhouse Canada Inc. | 34,067 | $2.33M | 0.02% | +2,274+7.2% | Added |