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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 213 | $14.5K | 0.01% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 213 | $14.6K | 0.00% | +213 | New |
| Dunhill Financial, LLC | 218 | $14.9K | 0.01% | +45+26.0% | Added |
| PrairieView Partners, LLC | 227 | $15.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 220 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 225 | $15.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 234 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 244 | $16.7K | 0.00% | +34+16.2% | Added |
| Morton Brown Family Wealth, LLC | 247 | $16.9K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 245 | $17.0K | 0.01% | +245 | New |
| Pineridge Advisors LLC | 255 | $17.4K | 0.01% | +255 | New |
| Whipplewood Advisors, LLC | 261 | $17.8K | 0.01% | +261 | New |
| Putney Financial Group LLC | 263 | $18.0K | 0.02% | +263 | New |
| Hurley Capital, LLC | 256 | $18.1K | 0.01% | +256 | New |
| Raffa Wealth Management, LLC | 271 | $18.5K | 0.00% | +70+34.8% | Added |
| Creative Financial Designs Inc | 274 | $18.7K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 280 | $19.1K | 0.10% | +280 | New |
| FSC Wealth Advisors, LLC | 288 | $19.7K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 290 | $19.8K | 0.01% | +290 | New |
| WR Wealth Planners, LLC | 292 | $19.9K | 0.01% | +49+20.2% | Added |
| Asset Planning,Inc | 294 | $20.1K | 0.02% | +294 | New |
| Kiely Wealth Advisory Group, Inc. | 308 | $20.4K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $20.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $20.5K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $20.5K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 310 | $21.0K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 310 | $21.2K | 0.01% | −50−13.9% | Reduced |
| TruNorth Capital Management, LLC | 315 | $21.5K | 0.01% | +70+28.6% | Added |
| Vega Investment Solutions | 320 | $21.8K | 0.02% | +320 | New |
| Rosenberg Matthew Hamilton | 327 | $22.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 327 | $22.3K | 0.01% | −60−15.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 335 | $22.9K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 341 | $23.3K | 0.00% | −135−28.4% | Reduced |
| Cedar Mountain Advisors, LLC | 346 | $23.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 350 | $23.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 350 | $23.9K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 353 | $24.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 356 | $24.3K | 0.00% | +356 | New |
| BOK Financial Private Wealth, Inc. | 360 | $24.7K | 0.00% | +160+80.0% | Added |
| Accordant Advisory Group Inc | 362 | $24.7K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 371 | $25.3K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 371 | $25.4K | 0.01% | +1+0.3% | Added |
| Ritter Daniher Financial Advisory LLC | 380 | $25.9K | 0.01% | +180+90.0% | Added |
| Valley National Advisers Inc | 393 | $26.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 390 | $26.7K | 0.00% | −23−5.6% | Reduced |
| Olistico Wealth, LLC | 400 | $27.3K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $27.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $27.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 404 | $27.6K | 0.02% | +404 | New |
| Glen Eagle Advisors, LLC | 407 | $27.8K | 0.00% | −119−22.6% | Reduced |
| 1620 Investment Advisors, Inc. | 407 | $27.8K | 0.02% | −35−7.9% | Reduced |
| Intelligent Financial Strategies | 423 | $29.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 436 | $29.0K | 0.08% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 439 | $30.0K | 0.00% | −5−1.1% | Reduced |
| GW&K Investment Management, LLC | 450 | $31.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 460 | $31.4K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 460 | $31.4K | 0.02% | +460 | New |
| DT Investment Partners, LLC | 461 | $31.5K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 467 | $31.9K | 0.01% | −27−5.5% | Reduced |
| Red Tortoise LLC | 481 | $32.8K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 484 | $33.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 484 | $33.0K | 0.00% | +340+236.1% | Added |
| Hollencrest Capital Management | 486 | $33.2K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 500 | $34.1K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 500 | $34.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 500 | $34.1K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 500 | $34.1K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 511 | $34.9K | 0.03% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 515 | $35.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 528 | $36.0K | 0.02% | −17,879−97.1% | Reduced |
| Mattson Financial Services, LLC | 450 | $36.2K | 0.01% | +450 | New |
| Archer Investment Corp | 534 | $36.5K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 535 | $36.5K | 0.01% | +535 | New |
| Wood Tarver Financial Group, LLC | 556 | $37.0K | 0.01% | +556 | New |
| Brown, Lisle/Cummings, Inc. | 562 | $38.4K | 0.01% | −125−18.2% | Reduced |
| Oarsman Capital, Inc. | 575 | $39.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 588 | $40.1K | 0.00% | +85+16.9% | Added |
| Caitlin John, LLC | 589 | $40.2K | 0.03% | +1+0.2% | Added |
| West Branch Capital LLC | 590 | $40.3K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 598 | $40.8K | 0.01% | +1+0.2% | Added |
| Cetera Trust Company, N.A | 600 | $41.0K | 0.03% | −100−14.3% | Reduced |
| Concord Wealth Partners | 600 | $41.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 600 | $41.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 595 | $41.0K | 0.00% | +43+7.8% | Added |
| Aster Capital Management (DIFC) Ltd | 611 | $41.7K | 0.02% | +611 | New |
| Tompkins Financial Corp | 619 | $42.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 632 | $43.1K | 0.00% | −104,922−99.4% | Reduced |
| SOA Wealth Advisors, LLC. | 636 | $43.4K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 639 | $43.6K | 0.02% | +639 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 649 | $44.3K | 0.01% | −260−28.6% | Reduced |
| GHP Investment Advisors, Inc. | 653 | $44.6K | 0.00% | −34−4.9% | Reduced |
| Chesapeake Asset Management LLC | 660 | $45.1K | 0.04% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 674 | $46.0K | 0.03% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 685 | $46.8K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 700 | $47.8K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 711 | $48.5K | 0.05% | +711 | New |
| Heritage Wealth Advisors | 713 | $48.7K | 0.00% | +1+0.1% | Added |
| Ramirez Asset Management, Inc. | 730 | $49.8K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 733 | $50.0K | 0.02% | −58,090−98.8% | Reduced |