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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 111,443 | $7.61M | 0.23% | −4,351−3.8% | Reduced |
| Mercer Global Advisors Inc | 111,900 | $7.64M | 0.02% | +14,037+14.3% | Added |
| Close Asset Management Ltd | 112,988 | $7.72M | 0.22% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 113,657 | $7.76M | 0.14% | +2,714+2.4% | Added |
| Connecticut Wealth Management, LLC | 115,667 | $7.90M | 0.39% | +278+0.2% | Added |
| Shelton Capital Management | 116,002 | $7.92M | 0.20% | −213−0.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 118,674 | $8.10M | 1.54% | −21,365−15.3% | Reduced |
| CIBC World Markets Inc. | 118,995 | $8.12M | 0.02% | +27,943+30.7% | Added |
| Lincoln Capital LLC | 119,065 | $8.13M | 1.71% | +2,921+2.5% | Added |
| Xponance, Inc. | 120,262 | $8.21M | 0.07% | +5,871+5.1% | Added |
| ProShare Advisors LLC | 120,809 | $8.25M | 0.02% | +14,473+13.6% | Added |
| State of Alaska, Department of Revenue | 120,920 | $8.25M | 0.09% | −2,420−2.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 121,902 | $8.32M | 0.08% | +121,902 | New |
| Meyer Handelman Co | 123,280 | $8.42M | 0.29% | −2,725−2.2% | Reduced |
| Toroso Investments, LLC | 123,471 | $8.43M | 0.07% | +72,546+142.5% | Added |
| Truist Financial Corp | 123,654 | $8.44M | 0.01% | −7,027−5.4% | Reduced |
| Pathstone Holdings, LLC | 124,055 | $8.47M | 0.04% | +5,779+4.9% | Added |
| New York Life Investment Management LLC | 124,581 | $8.50M | 0.08% | +510.0% | Added |
| Schonfeld Strategic Advisors LLC | 126,874 | $8.66M | 0.05% | +54,473+75.2% | Added |
| CIBC Asset Management Inc | 129,154 | $8.82M | 0.03% | +5,044+4.1% | Added |
| Contravisory Investment Management, Inc. | 129,349 | $8.83M | 1.89% | −608−0.5% | Reduced |
| CIBC World Markets Corp | 130,689 | $8.92M | 0.05% | +18,387+16.4% | Added |
| Gamco Investors, Inc. Et Al | 132,399 | $9.04M | 0.09% | −26,370−16.6% | Reduced |
| Churchill Management Corp | 133,832 | $9.14M | 0.10% | −2,272−1.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 133,989 | $9.15M | 0.09% | +4,800+3.7% | Added |
| Laffer Tengler Investments | 134,916 | $9.21M | 1.81% | +24,504+22.2% | Added |
| Punch & Associates Investment Management, Inc. | 135,813 | $9.27M | 0.51% | −1,750−1.3% | Reduced |
| Cerity Partners LLC | 130,809 | $9.27M | 0.02% | −6,012−4.4% | Reduced |
| Kanawha Capital Management LLC | 135,995 | $9.28M | 0.73% | +1,515+1.1% | Added |
| Cullen/Frost Bankers, Inc. | 136,541 | $9.32M | 0.13% | +6,316+4.9% | Added |
| Utah Retirement Systems | 138,904 | $9.48M | 0.10% | +200+0.1% | Added |
| Temasek Holdings (Private) Ltd | 139,437 | $9.52M | 0.04% | +98,821+243.3% | Added |
| Graham Capital Management, L.P. | 142,538 | $9.73M | 0.30% | −33,197−18.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 143,000 | $9.76M | 0.08% | +143,000 | New |
| MML Investors Services, LLC | 143,612 | $9.80M | 0.03% | +16,324+12.8% | Added |
| Commerce Bank | 146,336 | $9.99M | 0.06% | −1,374−0.9% | Reduced |
| Somerville Kurt F | 147,645 | $10.1M | 1.69% | +16,363+12.5% | Added |
| Welch & Forbes LLC | 147,716 | $10.1M | 0.13% | −2,957−2.0% | Reduced |
| M. Kraus & Co | 148,204 | $10.1M | 3.04% | −1,733−1.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 148,117 | $10.3M | 0.79% | +9,332+6.7% | Added |
| Blair William & Co | 151,516 | $10.3M | 0.03% | −8,169−5.1% | Reduced |
| Natixis | 151,914 | $10.4M | 0.07% | +79,239+109.0% | Added |
| Windward Capital Management Co | 153,236 | $10.5M | 0.80% | −1,487−1.0% | Reduced |
| Keybank National Association | 154,122 | $10.5M | 0.04% | −3,329−2.1% | Reduced |
| British Columbia Investment Management Corp | 155,580 | $10.6M | 0.06% | +20,275+15.0% | Added |
| Liontrust Investment Partners LLP | 157,116 | $10.7M | 0.16% | +157,116 | New |
| Janney Montgomery Scott LLC | 157,633 | $10.8M | 0.03% | −5,610−3.4% | Reduced |
| Cutler Investment Counsel LLC | 158,137 | $10.8M | 1.35% | −3,185−2.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 166,128 | $11.3M | 0.05% | −388,336−70.0% | Reduced |
| Cetera Investment Advisers | 166,854 | $11.4M | 0.02% | +10,497+6.7% | Added |
| Amalgamated Bank | 167,332 | $11.4M | 0.09% | −5,107−3.0% | Reduced |
| AIA Group Ltd | 170,538 | $11.6M | 0.28% | +285+0.2% | Added |
| Forsta Ap-Fonden | 171,800 | $11.7M | 0.08% | −1,000−0.6% | Reduced |
| Allworth Financial LP | 167,653 | $11.7M | 0.06% | +158,114+1,657.6% | Added |
| KBC Group NV | 173,077 | $11.8M | 0.03% | −1,736−1.0% | Reduced |
| Janus Henderson Group PLC | 174,741 | $11.9M | 0.01% | −72,242−29.2% | Reduced |
| Scopus Asset Management, L.P. | 175,159 | $12.0M | 0.44% | +30,107+20.8% | Added |
| IFM Investors Pty Ltd | 175,772 | $12.0M | 0.12% | −14,214−7.5% | Reduced |
| Peapack Gladstone Financial Corp | 177,228 | $12.1M | 0.18% | +244+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 177,423 | $12.1M | 0.08% | −5,341−2.9% | Reduced |
| Retirement Systems of Alabama | 180,660 | $12.3M | 0.05% | −4,121−2.2% | Reduced |
| Czech National Bank | 180,919 | $12.3M | 0.11% | +9,892+5.8% | Added |
| Wellington Management Group LLP | 181,661 | $12.4M | 0.00% | +136,597+303.1% | Added |
| Segment Wealth Management, LLC | 184,021 | $12.6M | 0.86% | +365+0.2% | Added |
| UBS Oconnor LLC | 187,000 | $12.8M | 0.32% | +187,000 | New |
| Engineers Gate Manager LP | 188,254 | $12.9M | 0.22% | +176,940+1,563.9% | Added |
| Varma Mutual Pension Insurance Co | 195,209 | $13.3M | 0.10% | −23,900−10.9% | Reduced |
| Canoe Financial LP | 198,103 | $13.5M | 0.22% | −3,247−1.6% | Reduced |
| Corebridge Financial, Inc. | 198,445 | $13.5M | 0.07% | −6,374−3.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 205,646 | $14.0M | 0.38% | +7,103+3.6% | Added |
| M&G Plc | 209,323 | $14.2M | 0.09% | +209,323 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 209,785 | $14.3M | 0.05% | −58,600−21.8% | Reduced |
| AMF Pensionsforsakring AB | 211,753 | $14.5M | 0.10% | 00.0% | Unchanged |
| DnB Asset Management AS | 212,678 | $14.5M | 0.06% | +3,951+1.9% | Added |
| MetLife Investment Management | 220,933 | $15.1M | 0.08% | +2,637+1.2% | Added |
| Strategic Wealth Designers | 85,650 | $15.2M | 0.97% | +85,650 | New |
| Franklin Resources Inc | 222,634 | $15.2M | 0.00% | −1,689−0.8% | Reduced |
| Vident Advisory, LLC | 224,637 | $15.3M | 0.27% | +211,033+1,551.3% | Added |
| Highland Capital Management, LLC | 226,340 | $15.4M | 0.88% | −10,108−4.3% | Reduced |
| State of Michigan Retirement System | 226,425 | $15.5M | 0.08% | −2,200−1.0% | Reduced |
| Mariner, LLC | 231,741 | $15.8M | 0.03% | +763+0.3% | Added |
| Arizona State Retirement System | 233,204 | $15.9M | 0.10% | +696+0.3% | Added |
| Advisor Group Holdings, Inc. | 246,590 | $16.0M | 0.04% | +211+0.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 235,000 | $16.0M | 0.14% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 236,818 | $16.2M | 14.34% | +236,818 | New |
| Nomura Asset Management Co Ltd | 239,956 | $16.4M | 0.05% | +968+0.4% | Added |
| Segall Bryant & Hamill, LLC | 241,805 | $16.5M | 0.23% | −5,426−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 242,675 | $16.6M | 0.06% | +1,222+0.5% | Added |
| Resona Asset Management Co.,Ltd. | 243,828 | $16.7M | 0.10% | −11,486−4.5% | Reduced |
| Natixis Advisors, L.P. | 245,598 | $16.8M | 0.03% | −34,548−12.3% | Reduced |
| Raub Brock Capital Management LP | 262,124 | $17.9M | 3.80% | −24,269−8.5% | Reduced |
| Squarepoint Ops LLC | 269,141 | $18.4M | 0.05% | +246,538+1,090.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 270,719 | $18.5M | 0.10% | +270,719 | New |
| Baker Chad R | 271,485 | $18.5M | 3.63% | −225−0.1% | Reduced |
| Prospector Partners LLC | 275,470 | $18.8M | 2.13% | +675+0.2% | Added |
| ExodusPoint Capital Management, LP | 279,577 | $19.1M | 0.20% | +132,749+90.4% | Added |
| Calamos Advisors LLC | 283,707 | $19.4M | 0.09% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 285,598 | $19.5M | 0.03% | −384,998−57.4% | Reduced |
| Neuberger Berman Group LLC | 288,988 | $19.7M | 0.02% | −361,257−55.6% | Reduced |
| KLP Kapitalforvaltning AS | 288,285 | $19.7M | 0.09% | +288,285 | New |