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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 64,422 | $4.40M | 0.18% | −730−1.1% | Reduced |
| Assenagon Asset Management S.A. | 64,669 | $4.41M | 0.01% | −84,695−56.7% | Reduced |
| Circle Wealth Management, LLC | 64,976 | $4.44M | 0.09% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 65,097 | $4.44M | 0.04% | +17,191+35.9% | Added |
| Gulf International Bank (UK) Ltd | 65,293 | $4.46M | 0.11% | −662−1.0% | Reduced |
| Legacy CG, LLC | 65,392 | $4.46M | 1.37% | −8,836−11.9% | Reduced |
| Cumberland Partners Ltd | 65,465 | $4.47M | 0.31% | −18,260−21.8% | Reduced |
| Richard Bernstein Advisors LLC | 66,032 | $4.51M | 0.10% | 00.0% | Unchanged |
| Patten Group, Inc. | 66,287 | $4.52M | 1.00% | −639−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,448 | $4.58M | 0.05% | −9,179−12.1% | Reduced |
| Trexquant Investment LP | 67,219 | $4.59M | 0.05% | −93,257−58.1% | Reduced |
| FIL Ltd | 67,945 | $4.64M | 0.00% | +9,540+16.3% | Added |
| FORA Capital, LLC | 67,976 | $4.64M | 0.53% | +43,537+178.1% | Added |
| Nordea Investment Management AB | 67,949 | $4.66M | 0.00% | +6,365+10.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 68,555 | $4.68M | 0.77% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 68,776 | $4.69M | 0.07% | +2,966+4.5% | Added |
| Stephens Inc | 68,857 | $4.70M | 0.07% | −3,527−4.9% | Reduced |
| Family Capital Trust Co | 69,155 | $4.72M | 1.60% | −4,761−6.4% | Reduced |
| Sanctuary Advisors, LLC | 72,289 | $4.77M | 0.03% | +1,910+2.7% | Added |
| Oregon Public Employees Retirement Fund | 71,528 | $4.88M | 0.09% | −300−0.4% | Reduced |
| Snowden Capital Advisors LLC | 71,861 | $4.92M | 0.15% | +232+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 72,270 | $4.93M | 0.04% | +11,565+19.1% | Added |
| Ferguson Wellman Capital Management, Inc | 72,842 | $4.97M | 0.09% | −853−1.2% | Reduced |
| QRG Capital Management, Inc. | 73,266 | $5.00M | 0.05% | +5,994+8.9% | Added |
| Crescent Grove Advisors, LLC | 74,771 | $5.12M | 0.51% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 75,155 | $5.13M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 75,269 | $5.14M | 0.03% | −836−1.1% | Reduced |
| Avanza Fonder AB | 76,461 | $5.22M | 0.15% | +76,461 | New |
| Meiji Yasuda Asset Management Co Ltd. | 76,526 | $5.22M | 0.20% | −658−0.9% | Reduced |
| Elo Mutual Pension Insurance Co | 77,069 | $5.26M | 0.11% | −4,739−5.8% | Reduced |
| Mizuho Securities USA LLC | 79,084 | $5.40M | 0.10% | +24,643+45.3% | Added |
| Douglass Winthrop Advisors, LLC | 79,124 | $5.40M | 0.11% | +2,326+3.0% | Added |
| Pegasus Asset Management, Inc. | 79,386 | $5.42M | 2.04% | −185−0.2% | Reduced |
| Canada Pension Plan Investment Board | 79,500 | $5.43M | 0.01% | −225,997−74.0% | Reduced |
| AdvisorNet Financial, Inc | 80,226 | $5.48M | 0.46% | −7,322−8.4% | Reduced |
| Rafferty Asset Management, LLC | 80,626 | $5.50M | 0.02% | +6,127+8.2% | Added |
| Fieldview Capital Management, LLC | 80,915 | $5.52M | 0.85% | +80,915 | New |
| Fayez Sarofim & Co | 82,516 | $5.63M | 0.01% | −201−0.2% | Reduced |
| Glenmede Trust Co NA | 83,369 | $5.69M | 0.03% | −17,701−17.5% | Reduced |
| Candriam Luxembourg S.C.A. | 83,924 | $5.73M | 0.03% | +825+1.0% | Added |
| Kidder Stephen W | 84,190 | $5.75M | 1.73% | +12,645+17.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 85,179 | $5.86M | 0.02% | +17,861+26.5% | Added |
| Capital Management Corp | 86,909 | $5.93M | 1.06% | −14,940−14.7% | Reduced |
| Eisler Capital Management Ltd. | 87,929 | $6.00M | 0.20% | +87,929 | New |
| Fiduciary Trust Co | 88,103 | $6.01M | 0.08% | +3,267+3.9% | Added |
| Broderick Brian C | 88,162 | $6.02M | 1.18% | −2,410−2.7% | Reduced |
| Wealthfront Advisers LLC | 88,563 | $6.05M | 0.02% | +4,389+5.2% | Added |
| Regions Financial Corp | 89,420 | $6.10M | 0.04% | +6,470+7.8% | Added |
| Pacer Advisors, Inc. | 89,539 | $6.11M | 0.01% | +10,313+13.0% | Added |
| Fifth Third Bancorp | 89,708 | $6.12M | 0.02% | −2,226−2.4% | Reduced |
| HM Payson & Co | 89,778 | $6.13M | 0.10% | −571−0.6% | Reduced |
| Evoke Wealth, LLC | 90,089 | $6.17M | 0.17% | −5,212−5.5% | Reduced |
| Davenport & Co LLC | 90,800 | $6.20M | 0.04% | −352−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 91,145 | $6.22M | 0.22% | −262−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 91,180 | $6.22M | 0.04% | +7,432+8.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 91,514 | $6.25M | 0.06% | +7,680+9.2% | Added |
| Parsons Capital Management Inc | 92,041 | $6.28M | 0.34% | +19,217+26.4% | Added |
| Wesleyan Assurance Society | 92,200 | $6.30M | 0.48% | −4,000−4.2% | Reduced |
| Captrust Financial Advisors | 93,383 | $6.37M | 0.02% | +1,107+1.2% | Added |
| Woodline Partners LP | 93,409 | $6.38M | 0.04% | +93,409 | New |
| American Century Companies Inc | 93,610 | $6.39M | 0.00% | +923+1.0% | Added |
| JustInvest LLC | 94,126 | $6.43M | 0.10% | −3,647−3.7% | Reduced |
| Welch Group, LLC | 95,071 | $6.49M | 0.29% | +2,647+2.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 96,127 | $6.56M | 0.01% | +4,002+4.3% | Added |
| Baker Ellis Asset Management LLC | 96,338 | $6.58M | 0.97% | −1,568−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 96,391 | $6.58M | 0.02% | −3,653−3.7% | Reduced |
| IFP Advisors, Inc | 96,619 | $6.60M | 0.22% | −1,111−1.1% | Reduced |
| Tufton Capital Management | 97,191 | $6.63M | 1.25% | −334−0.3% | Reduced |
| Hall Laurie J Trustee | 97,355 | $6.64M | 2.18% | −3,935−3.9% | Reduced |
| Allianz Asset Management GmbH | 98,168 | $6.70M | 0.01% | +4,007+4.3% | Added |
| Twin Tree Management, LP | 99,248 | $6.77M | 0.16% | +99,247+9,924,700.0% | Added |
| CapWealth Advisors, LLC | 99,876 | $6.82M | 0.75% | −357−0.4% | Reduced |
| Mutual of America Capital Management LLC | 99,976 | $6.82M | 0.07% | −3,426−3.3% | Reduced |
| Nissay Asset Management Corp | 99,334 | $6.84M | 0.04% | −1,095−1.1% | Reduced |
| Bahl & Gaynor Inc | 100,696 | $6.87M | 0.04% | +744+0.7% | Added |
| Puzo Michael J | 101,577 | $6.93M | 1.94% | +14,088+16.1% | Added |
| Kestra Advisory Services, LLC | 101,666 | $6.94M | 0.04% | +7,304+7.7% | Added |
| Jones Financial Companies LLLP | 101,912 | $6.96M | 0.01% | +45,350+80.2% | Added |
| Ethic Inc. | 102,174 | $6.97M | 0.14% | +3,077+3.1% | Added |
| Riverview Capital Advisers, LLC | 102,866 | $7.02M | 2.12% | −299−0.3% | Reduced |
| Sagefield Capital LP | 102,970 | $7.03M | 0.76% | −860−0.8% | Reduced |
| USS Investment Management Ltd | 103,477 | $7.07M | 0.05% | −41,148−28.5% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 103,822 | $7.10M | 1.71% | +30,711+42.0% | Added |
| Letson Investment Management, Inc. | 105,002 | $7.17M | 2.90% | +274+0.3% | Added |
| Yousif Capital Management, LLC | 105,009 | $7.17M | 0.08% | −4,282−3.9% | Reduced |
| Bank of Nova Scotia | 105,912 | $7.23M | 0.01% | +5,024+5.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 105,948 | $7.23M | 1.37% | −6,588−5.9% | Reduced |
| ING Groep NV | 106,573 | $7.27M | 0.05% | +91,790+620.9% | Added |
| Public Sector Pension Investment Board | 107,417 | $7.33M | 0.03% | +67,132+166.6% | Added |
| GPM Growth Investors, Inc. | 107,559 | $7.34M | 3.10% | −443−0.4% | Reduced |
| Daiwa Securities Group Inc. | 107,827 | $7.36M | 0.03% | +7,387+7.4% | Added |
| Telos Capital Management, Inc. | 108,236 | $7.39M | 0.79% | −1,817−1.7% | Reduced |
| AXA S.A. | 108,405 | $7.40M | 0.02% | −124,183−53.4% | Reduced |
| Polar Capital Holdings Plc | 109,500 | $7.47M | 0.04% | +37,700+52.5% | Added |
| Public Employees Retirement Association of Colorado | 110,030 | $7.51M | 0.03% | −3,056−2.7% | Reduced |
| CIBC Private Wealth Group, LLC | 109,757 | $7.51M | 0.01% | −11,425−9.4% | Reduced |
| D.A. Davidson & Co. | 110,172 | $7.52M | 0.06% | −120−0.1% | Reduced |
| Colony Group, LLC | 110,646 | $7.55M | 0.02% | +23,947+27.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 110,911 | $7.57M | 0.23% | +105,047+1,791.4% | Added |
| Steward Partners Investment Advisory, LLC | 111,270 | $7.60M | 0.07% | +557+0.5% | Added |