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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 34,384 | $2.35M | 0.07% | +530+1.6% | Added |
| Brinker Capital Investments, LLC | 34,527 | $2.36M | 0.02% | −5,810−14.4% | Reduced |
| Orion Portfolio Solutions, LLC | 34,527 | $2.36M | 0.02% | −5,810−14.4% | Reduced |
| Bryn Mawr Trust Co | 34,608 | $2.36M | 0.04% | −109−0.3% | Reduced |
| Lee Danner & Bass Inc | 34,796 | $2.38M | 0.19% | +160.0% | Added |
| Whittier Trust Co | 34,926 | $2.38M | 0.03% | +63+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,516 | $2.39M | 0.03% | +23,209+205.3% | Added |
| Kovitz Investment Group Partners, LLC | 35,375 | $2.42M | 0.01% | −872−2.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 35,459 | $2.42M | 0.02% | +2,637+8.0% | Added |
| United Capital Financial Advisers, LLC | 35,462 | $2.42M | 0.02% | −971−2.7% | Reduced |
| E. Ohman J:or Asset Management AB | 36,200 | $2.47M | 0.06% | +4,400+13.8% | Added |
| Dempze Nancy E | 37,482 | $2.56M | 1.48% | +6,372+20.5% | Added |
| Selway Asset Management | 37,717 | $2.57M | 1.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 37,848 | $2.58M | 0.07% | +37,848 | New |
| Pinnacle Associates Ltd | 38,066 | $2.60M | 0.04% | −2,587−6.4% | Reduced |
| Perigon Wealth Management, LLC | 37,510 | $2.62M | 0.06% | +588+1.6% | Added |
| Norinchukin Bank, The | 38,359 | $2.62M | 0.06% | +3,400+9.7% | Added |
| Nomura Holdings Inc | 38,443 | $2.62M | 0.01% | −6,252−14.0% | Reduced |
| Poehling Capital Management, LLC | 38,535 | $2.63M | 0.65% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 38,456 | $2.63M | 0.72% | −625−1.6% | Reduced |
| Qsemble Capital Management, LP | 38,655 | $2.64M | 0.35% | +19,813+105.2% | Added |
| Allspring Global Investments Holdings, LLC | 38,780 | $2.65M | 0.00% | −2,108−5.2% | Reduced |
| Cresset Asset Management, LLC | 38,771 | $2.65M | 0.01% | −47,959−55.3% | Reduced |
| Trust Co of Vermont | 38,929 | $2.66M | 0.13% | +163+0.4% | Added |
| Crossmark Global Holdings, Inc. | 39,707 | $2.71M | 0.05% | −90−0.2% | Reduced |
| Bensler, LLC | 39,887 | $2.72M | 0.32% | −1,235−3.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.73M | 0.61% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 40,017 | $2.73M | 0.09% | −1,000−2.4% | Reduced |
| Atria Investments LLC | 40,549 | $2.77M | 0.03% | −415−1.0% | Reduced |
| Allianz SE | 40,694 | $2.78M | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 40,714 | $2.78M | 0.02% | +4,525+12.5% | Added |
| Beacon Pointe Advisors, LLC | 40,769 | $2.78M | 0.03% | +899+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 40,800 | $2.78M | 0.07% | −638−1.5% | Reduced |
| Thrivent Financial for Lutherans | 40,599 | $2.79M | 0.01% | −1,835−4.3% | Reduced |
| Essex Financial Services, Inc. | 41,605 | $2.84M | 0.20% | −30−0.1% | Reduced |
| Cacti Asset Management LLC | 41,740 | $2.85M | 0.22% | −1,750−4.0% | Reduced |
| Merit Financial Group, LLC | 41,867 | $2.86M | 0.05% | +4,656+12.5% | Added |
| Mandatum Life Insurance Co Ltd | 41,900 | $2.86M | 0.85% | +80+0.2% | Added |
| Sargent Investment Group, LLC | 43,237 | $2.90M | 0.47% | −1,467−3.3% | Reduced |
| AMG National Trust Bank | 42,835 | $2.92M | 0.08% | −48−0.1% | Reduced |
| Change Path, LLC | 43,365 | $2.96M | 0.09% | −40.0% | Reduced |
| Delaney Dennis R | 44,080 | $3.01M | 1.58% | +6,114+16.1% | Added |
| Venture Visionary Partners LLC | 44,496 | $3.04M | 0.13% | −106−0.2% | Reduced |
| Maryland State Retirement & Pension System | 44,802 | $3.06M | 0.07% | −3,234−6.7% | Reduced |
| Securian Asset Management, Inc | 44,845 | $3.06M | 0.09% | −1,589−3.4% | Reduced |
| Louisiana State Employees Retirement System | 44,900 | $3.06M | 0.06% | −2,400−5.1% | Reduced |
| AQR Capital Management LLC | 45,025 | $3.07M | 0.00% | +6,862+18.0% | Added |
| Argent Trust Co | 45,473 | $3.10M | 0.13% | −294−0.6% | Reduced |
| Savant Capital, LLC | 45,501 | $3.11M | 0.02% | −4,755−9.5% | Reduced |
| Cohen Klingenstein LLC | 45,668 | $3.12M | 0.11% | −11,614−20.3% | Reduced |
| Wesbanco Bank Inc | 45,670 | $3.12M | 0.11% | −1,859−3.9% | Reduced |
| YHB Investment Advisors, Inc. | 46,105 | $3.15M | 0.26% | −338−0.7% | Reduced |
| Heritage Investors Management Corp | 46,421 | $3.17M | 0.10% | −1,429−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 46,580 | $3.18M | 0.02% | +13,292+39.9% | Added |
| MAI Capital Management | 46,660 | $3.19M | 0.02% | +11,516+32.8% | Added |
| New England Research & Management, Inc. | 46,700 | $3.19M | 1.62% | +175+0.4% | Added |
| North Star Investment Management Corp. | 46,800 | $3.19M | 0.22% | +500+1.1% | Added |
| Notis-McConarty Edward | 47,260 | $3.23M | 1.56% | +3,935+9.1% | Added |
| Silvercrest Asset Management Group LLC | 47,606 | $3.25M | 0.02% | −375−0.8% | Reduced |
| Teacher Retirement System of Texas | 47,923 | $3.27M | 0.01% | +42,494+782.7% | Added |
| Mfg Wealth Management, Inc. | 47,966 | $3.27M | 3.00% | +47,966 | New |
| Tower Research Capital LLC (TRC) | 47,997 | $3.28M | 0.07% | +21,172+78.9% | Added |
| Verition Fund Management LLC | 48,232 | $3.29M | 0.02% | −230,337−82.7% | Reduced |
| ABN AMRO Bank N.V. | 48,820 | $3.30M | 0.04% | +5,935+13.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 50,087 | $3.42M | 0.04% | −10,009−16.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 51,432 | $3.51M | 0.02% | +44,105+602.0% | Added |
| NEOS Investment Management LLC | 51,487 | $3.51M | 0.08% | +12,343+31.5% | Added |
| Hartford Investment Management Co | 51,640 | $3.52M | 0.12% | −1,273−2.4% | Reduced |
| Bleakley Financial Group, LLC | 52,372 | $3.57M | 0.11% | +5,368+11.4% | Added |
| Westport Asset Management Inc | 52,400 | $3.58M | 1.71% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 52,549 | $3.59M | 0.62% | +1,551+3.0% | Added |
| Caisse des Depots Et Consignations | 52,636 | $3.59M | 0.18% | +52,636 | New |
| Dai-Ichi Life Insurance Company, Ltd | 52,914 | $3.61M | 0.10% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 53,335 | $3.64M | 0.05% | −1,000−1.8% | Reduced |
| Brown Brothers Harriman & Co | 53,490 | $3.65M | 0.03% | +44+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 54,386 | $3.71M | 0.00% | −83,821−60.6% | Reduced |
| Pinebridge Investments, L.P. | 54,496 | $3.72M | 0.03% | −185,948−77.3% | Reduced |
| Brookfield Asset Management Inc. | 54,921 | $3.75M | 0.02% | −1,131−2.0% | Reduced |
| Empowered Funds, LLC | 55,962 | $3.82M | 0.06% | +7,358+15.1% | Added |
| Synovus Financial Corp | 56,004 | $3.82M | 0.05% | −105−0.2% | Reduced |
| Delta Capital Management LLC | 56,055 | $3.83M | 2.19% | +140+0.3% | Added |
| JB Capital LLC | 56,473 | $3.85M | 0.22% | +176+0.3% | Added |
| Cary Street Partners Financial LLC | 56,647 | $3.87M | 0.13% | +56,647 | New |
| Occudo Quantitative Strategies LP | 56,657 | $3.87M | 0.70% | +56,657 | New |
| Harmony Asset Management LLC | 57,657 | $3.94M | 1.56% | +601+1.1% | Added |
| Kentucky Retirement Systems | 57,694 | $3.94M | 0.12% | −794−1.4% | Reduced |
| Huntington National Bank | 57,790 | $3.94M | 0.03% | +2,007+3.6% | Added |
| Souders Financial Advisors | 58,265 | $3.98M | 0.56% | −19,747−25.3% | Reduced |
| Canandaigua National Bank & Trust Co | 58,536 | $4.00M | 0.39% | −593−1.0% | Reduced |
| LRI Investments, LLC | 58,794 | $4.01M | 0.39% | +297+0.5% | Added |
| CWM, LLC | 59,776 | $4.08M | 0.02% | −253−0.4% | Reduced |
| Tower View Investment Management & Research LLC | 60,654 | $4.14M | 2.19% | +1,166+2.0% | Added |
| NBT Bank N A | 60,674 | $4.14M | 0.29% | +107+0.2% | Added |
| Brasada Capital Management, LP | 62,287 | $4.20M | 0.75% | +1,996+3.3% | Added |
| Benjamin Edwards Inc | 61,554 | $4.20M | 0.06% | −6,034−8.9% | Reduced |
| UniSuper Management Pty Ltd | 61,648 | $4.21M | 0.03% | +13,741+28.7% | Added |
| RSM US Wealth Management LLC | 62,023 | $4.23M | 0.06% | −1,373−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 62,006 | $4.23M | 0.04% | −784−1.2% | Reduced |
| Daymark Wealth Partners, LLC | 62,261 | $4.25M | 0.18% | −332−0.5% | Reduced |
| Cohen Capital Management, Inc. | 63,834 | $4.36M | 0.73% | 00.0% | Unchanged |