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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 2,130 | $145.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,135 | $145.7K | 0.02% | +248+13.1% | Added |
| Adalta Capital Management LLC | 2,184 | $149.6K | 0.08% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,225 | $151.9K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,225 | $151.9K | 0.16% | +2,225 | New |
| CVA Family Office, LLC | 2,232 | $152.4K | 0.02% | +105+4.9% | Added |
| Gables Capital Management Inc. | 2,250 | $153.6K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,258 | $154.0K | 0.02% | −10−0.4% | Reduced |
| Provenance Wealth Advisors, LLC | 2,259 | $154.2K | 0.02% | −7,689−77.3% | Reduced |
| HHM Wealth Advisors, LLC | 2,279 | $155.6K | 0.02% | +39+1.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $157.8K | 0.01% | −16−0.7% | Reduced |
| MV Capital Management, Inc. | 2,322 | $158.5K | 0.02% | +2+0.1% | Added |
| Logan Capital Management Inc | 2,354 | $160.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,402 | $164.0K | 0.01% | +35+1.5% | Added |
| Citizens National Bank Trust Department | 2,405 | $164.2K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,408 | $164.4K | 0.01% | +149+6.6% | Added |
| Key Financial Inc | 2,411 | $164.6K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,523 | $172.2K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,572 | $176.0K | 0.03% | +150+6.2% | Added |
| Cromwell Holdings LLC | 2,581 | $176.8K | 0.10% | 00.0% | Unchanged |
| Financial Life Planners | 2,680 | $182.9K | 0.15% | +2,680 | New |
| Creative Capital Management Investments LLC | 2,708 | $184.8K | 0.08% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,728 | $186.2K | 0.02% | +2,700+9,642.9% | Added |
| Quest Partners LLC | 2,797 | $190.9K | 0.03% | −1,839−39.7% | Reduced |
| Deseret Mutual Benefit Administrators | 2,801 | $191.2K | 0.09% | +19+0.7% | Added |
| Geneos Wealth Management Inc. | 2,818 | $192.3K | 0.01% | −238−7.8% | Reduced |
| AllSquare Wealth Management LLC | 2,863 | $195.4K | 0.11% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,918 | $199.2K | 0.02% | −90−3.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,920 | $199.2K | 0.05% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 2,940 | $200.7K | 0.07% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,940 | $200.7K | 0.05% | −22−0.7% | Reduced |
| Aurdan Capital Management, LLC | 2,943 | $200.9K | 0.08% | +2,943 | New |
| Armstrong, Fleming & Moore, Inc | 2,950 | $201.4K | 0.12% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,961 | $202.1K | 0.01% | −77−2.5% | Reduced |
| Empower Advisory Group, LLC | 2,962 | $202.2K | 0.00% | +177+6.4% | Added |
| Baker Avenue Asset Management, LP | 2,964 | $202.3K | 0.01% | −321−9.8% | Reduced |
| Spears Abacus Advisors LLC | 2,976 | $203.1K | 0.00% | +12+0.4% | Added |
| Confluence Wealth Services, Inc. | 2,921 | $204.1K | 0.01% | −23−0.8% | Reduced |
| Morton Capital Management LLC | 2,993 | $204.3K | 0.04% | +10.0% | Added |
| Sanders Morris Harris LLC | 3,000 | $204.8K | 0.03% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 3,000 | $204.8K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,008 | $205.4K | 0.01% | +267+9.7% | Added |
| Promethium Advisors,llc | 3,000 | $205.5K | 0.14% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,017 | $205.9K | 0.04% | +3+0.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,020 | $206.0K | 0.07% | −105−3.4% | Reduced |
| SOL Capital Management CO | 3,015 | $206.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,022 | $206.3K | 0.10% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 3,014 | $206.4K | 0.15% | +4+0.1% | Added |
| Davis R M Inc | 3,037 | $207.3K | 0.00% | +495+19.5% | Added |
| Stance Capital LLC | 3,047 | $208.0K | 0.13% | +3,047 | New |
| WoodTrust Financial Corp | 3,040 | $208.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,063 | $209.0K | 0.08% | −231−7.0% | Reduced |
| Baker Boyer National Bank | 3,062 | $209.0K | 0.07% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,078 | $210.1K | 0.05% | −2,562−45.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,083 | $210.4K | 0.07% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 3,084 | $210.5K | 0.04% | −126−3.9% | Reduced |
| Hummer Financial Advisory Services Inc | 3,076 | $210.7K | 0.17% | +3,076 | New |
| Greenwich Wealth Management LLC | 3,097 | $211.0K | 0.01% | −72−2.3% | Reduced |
| Claret Asset Management Corp | 3,092 | $211.0K | 0.03% | +21+0.7% | Added |
| Eagle Ridge Investment Management | 3,096 | $211.3K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,100 | $211.6K | 0.01% | +49+1.6% | Added |
| Principal Street Partners, LLC | 3,109 | $212.2K | 0.04% | +3,109 | New |
| Navellier & Associates Inc | 3,110 | $212.3K | 0.03% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 3,112 | $212.4K | 0.18% | +3,112 | New |
| Capital Investment Counsel, Inc | 3,131 | $213.7K | 0.03% | +40+1.3% | Added |
| Baxter Bros Inc | 3,135 | $214.0K | 0.03% | +6+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 3,158 | $215.6K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,159 | $215.6K | 0.02% | +17+0.5% | Added |
| Associated Banc-Corp | 3,160 | $215.7K | 0.01% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 3,175 | $216.7K | 0.14% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,179 | $217.0K | 0.06% | +67+2.2% | Added |
| Sittner & Nelson, LLC | 3,187 | $217.5K | 0.09% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,189 | $217.7K | 0.04% | +5+0.2% | Added |
| Summit Global Investments | 3,192 | $218.0K | 0.01% | −34−1.1% | Reduced |
| Barnett & Company, Inc. | 3,200 | $218.4K | 0.14% | −121−3.6% | Reduced |
| First Financial Bankshares Inc | 3,200 | $218.4K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,205 | $218.8K | 0.03% | +3,205 | New |
| Cullen Investment Group, Ltd. | 3,209 | $219.1K | 0.03% | +10.0% | Added |
| Whalerock Point Partners, LLC | 3,214 | $219.4K | 0.05% | 00.0% | Unchanged |
| Code Waechter LLC | 3,219 | $219.7K | 0.19% | +3,219 | New |
| Simon Quick Advisors, LLC | 3,235 | $220.8K | 0.01% | +167+5.4% | Added |
| FRG Family Wealth Advisors LLC | 3,249 | $221.8K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,265 | $222.9K | 0.06% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,267 | $223.0K | 0.05% | −77−2.3% | Reduced |
| Cascade Financial Partners, LLC | 3,297 | $225.1K | 0.03% | +200+6.5% | Added |
| MONECO Advisors, LLC | 3,297 | $225.1K | 0.02% | −785−19.2% | Reduced |
| Quent Capital, LLC | 3,299 | $225.2K | 0.02% | +66+2.0% | Added |
| Optima Capital LLC | 3,290 | $225.3K | 0.16% | +3,290 | New |
| Phillips Wealth Planners LLC | 3,407 | $226.6K | 0.23% | −13−0.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,313 | $226.9K | 0.06% | −31−0.9% | Reduced |
| Smithfield Trust Co | 3,325 | $227.0K | 0.01% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 3,418 | $227.3K | 0.10% | +3,418 | New |
| New Century Financial Group, LLC | 3,304 | $228.8K | 0.10% | +3,304 | New |
| Cornerstone Wealth Group, LLC | 3,357 | $229.1K | 0.02% | −858−20.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,359 | $229.3K | 0.01% | +5+0.1% | Added |
| One Charles Private Wealth Services, LLC | 3,366 | $229.8K | 0.08% | +40+1.2% | Added |
| Red Door Wealth Management, LLC | 3,377 | $230.5K | 0.04% | −41−1.2% | Reduced |
| Avantax Planning Partners, Inc. | 3,381 | $230.8K | 0.01% | +454+15.5% | Added |
| Ellevest, Inc. | 3,382 | $230.9K | 0.01% | −27−0.8% | Reduced |
| Wynn Capital, LLC | 3,388 | $231.3K | 0.15% | 00.0% | Unchanged |