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 |
|---|---|---|---|---|---|
| Core Alternative Capital | 741 | $50.6K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 750 | $51.2K | 0.02% | −50−6.3% | Reduced |
| Orion Capital Management LLC | 750 | $51.2K | 0.02% | +750 | New |
| Hemington Wealth Management | 768 | $52.0K | 0.01% | +51+7.1% | Added |
| Westpac Banking Corp | 777 | $53.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 778 | $53.1K | 0.01% | −70−8.3% | Reduced |
| ORG Partners LLC | 779 | $53.2K | 0.01% | +2+0.3% | Added |
| Flagship Wealth Advisors, LLC | 786 | $53.7K | 0.03% | +786 | New |
| Loomis Sayles & Co L P | 794 | $54.0K | 0.00% | +794 | New |
| Motco | 798 | $54.5K | 0.01% | −1,000−55.6% | Reduced |
| Centennial Bank | 799 | $54.5K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 802 | $54.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 803 | $54.8K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 804 | $55.0K | 0.00% | +4+0.5% | Added |
| Roxbury Financial LLC | 715 | $55.3K | 0.05% | +715 | New |
| Cornerstone Planning Group LLC | 835 | $56.3K | 0.01% | +27+3.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 825 | $56.3K | 0.01% | +825 | New |
| CarsonAllaria Wealth Management, Ltd. | 834 | $57.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 847 | $57.8K | 0.02% | +52+6.5% | Added |
| Murphy & Mullick Capital Management Corp | 849 | $58.0K | 0.05% | +849 | New |
| Prestige Wealth Management Group LLC | 873 | $59.7K | 0.01% | +1+0.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 882 | $60.2K | 0.12% | +742+530.0% | Added |
| LFA - Lugano Financial Advisors SA | 890 | $60.8K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 896 | $61.2K | 0.02% | 00.0% | Unchanged |
| Maia Wealth LLC | 901 | $61.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 903 | $61.6K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 906 | $61.8K | 0.01% | +1+0.1% | Added |
| Golden State Wealth Management, LLC | 915 | $62.5K | 0.01% | +915 | New |
| Hexagon Capital Partners LLC | 921 | $62.9K | 0.01% | +101+12.3% | Added |
| Pinnacle Bancorp, Inc. | 930 | $63.5K | 0.02% | +130+16.3% | Added |
| Sugarloaf Wealth Management, LLC | 939 | $64.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 989 | $67.5K | 0.07% | +989 | New |
| Firsthand Capital Management, Inc. | 1,000 | $68.3K | 0.14% | 00.0% | Unchanged |
| Activest Wealth Management | 1,000 | $68.3K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,017 | $69.4K | 0.02% | +44+4.5% | Added |
| Missouri Trust & Investment Co | 1,023 | $69.8K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,025 | $70.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,071 | $73.1K | 0.01% | −33−3.0% | Reduced |
| Field & Main Bank | 1,085 | $74.1K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,083 | $74.2K | 0.02% | −39−3.5% | Reduced |
| Cape Investment Advisory, Inc. | 1,089 | $74.3K | 0.03% | +89+8.9% | Added |
| Zions Bancorporation, N.A. | 1,117 | $76.2K | 0.00% | −346−23.7% | Reduced |
| Union Savings Bank | 1,124 | $76.7K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,138 | $77.7K | 0.02% | +29+2.6% | Added |
| Beacon Capital Management, LLC | 1,155 | $78.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,181 | $80.6K | 0.02% | +692+141.5% | Added |
| Paladin Advisory Group, LLC | 1,184 | $80.8K | 0.06% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,200 | $81.9K | 0.05% | +1,200 | New |
| Riverview Trust Co | 1,201 | $82.0K | 0.07% | +12+1.0% | Added |
| Cypress Capital Management LLC (WY) | 1,210 | $82.6K | 0.09% | −900−42.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,259 | $85.9K | 0.00% | +72+6.1% | Added |
| Acima Private Wealth, LLC | 1,300 | $88.7K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,331 | $90.9K | 0.08% | +1,331 | New |
| Hara Capital LLC | 1,340 | $91.5K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,350 | $92.2K | 0.01% | +55+4.2% | Added |
| Crowley Wealth Management, Inc. | 1,350 | $92.2K | 0.08% | +1,350 | New |
| City State Bank | 1,353 | $92.4K | 0.03% | −254−15.8% | Reduced |
| Bullock Wealth Management Group | 1,357 | $92.6K | 0.05% | −30−2.2% | Reduced |
| American National Bank | 1,376 | $93.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,388 | $94.0K | 0.06% | −2,463−64.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,393 | $95.1K | 0.05% | +1,393 | New |
| Oakmont Corp | 1,413 | $96.5K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,420 | $96.9K | 0.02% | −380−21.1% | Reduced |
| Fedenia Advisers LLC | 1,420 | $96.9K | 0.06% | +1,420 | New |
| CoreCap Advisors, LLC | 1,423 | $97.1K | 0.00% | −133−8.5% | Reduced |
| POM Investment Strategies, LLC | 1,425 | $97.3K | 0.07% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,431 | $97.7K | 0.04% | +32+2.3% | Added |
| SBI Securities Co., Ltd. | 1,431 | $97.7K | 0.00% | +1,431 | New |
| Bellevue Asset Management, LLC | 1,432 | $97.7K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 1,472 | $100.5K | 0.07% | +122+9.0% | Added |
| Sawyer & Company, Inc | 1,500 | $102.0K | 0.04% | +1,439+2,359.0% | Added |
| Paradigm Asset Management Co LLC | 1,500 | $102.4K | 0.03% | −1,100−42.3% | Reduced |
| ESL Trust Services, LLC | 1,500 | $102.4K | 0.02% | +1,500 | New |
| Fortitude Family Office, LLC | 1,506 | $102.8K | 0.04% | +1,034+219.1% | Added |
| Pacifica Partners Inc. | 1,533 | $104.8K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,548 | $105.6K | 0.04% | +3+0.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,584 | $108.2K | 0.02% | +407+34.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,600 | $109.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,623 | $110.7K | 0.02% | +404+33.1% | Added |
| Hopwood Financial Services, Inc. | 1,628 | $111.1K | 0.08% | +1,628 | New |
| Centaurus Financial, Inc. | 1,644 | $112.0K | 0.01% | −1,545−48.4% | Reduced |
| Hilltop National Bank | 1,667 | $113.8K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,679 | $114.6K | 0.07% | −549−24.6% | Reduced |
| Rise Advisors, LLC | 1,705 | $116.4K | 0.06% | +3+0.2% | Added |
| Oakworth Capital, Inc. | 1,715 | $117.1K | 0.01% | −51−2.9% | Reduced |
| Evermay Wealth Management LLC | 1,790 | $122.5K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,827 | $124.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,834 | $125.6K | 0.08% | −140−7.1% | Reduced |
| SG Americas Securities, LLC | 1,851 | $126.0K | 0.00% | −249,375−99.3% | Reduced |
| CKW Financial Group | 1,952 | $133.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,974 | $134.7K | 0.04% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,000 | $136.5K | 0.04% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 2,000 | $136.5K | 2.60% | +2,000 | New |
| Synergy Investment Management, LLC | 2,025 | $138.2K | 0.06% | +2,025 | New |
| Duncker Streett & Co Inc | 2,049 | $139.9K | 0.03% | −133−6.1% | Reduced |
| Gen-Wealth Partners Inc | 2,050 | $139.9K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,075 | $141.6K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,084 | $142.0K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,097 | $143.0K | 0.01% | +127+6.4% | Added |
| Richardson Capital Management LLC | 2,116 | $144.4K | 0.09% | +5+0.2% | Added |