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 |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 3,396 | $232.0K | 0.13% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,400 | $232.1K | 0.13% | +3,400 | New |
| KG&L Capital Management,LLC | 4,076 | $232.7K | 0.07% | −110−2.6% | Reduced |
| Heritage Investment Group, Inc. | 3,427 | $234.0K | 0.04% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,429 | $234.1K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 3,433 | $234.3K | 0.10% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 3,438 | $234.7K | 0.12% | +441+14.7% | Added |
| Signature Wealth Management Partners, LLC | 3,450 | $235.5K | 0.16% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 3,452 | $235.6K | 0.04% | +32+0.9% | Added |
| Ignite Planners, LLC | 3,403 | $235.7K | 0.05% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,458 | $236.1K | 0.04% | +20+0.6% | Added |
| Nwam LLC | 3,458 | $236.1K | 0.01% | +51+1.5% | Added |
| Ewa, LLC | 3,466 | $236.6K | 0.09% | −22−0.6% | Reduced |
| Trust Point Inc. | 3,467 | $236.7K | 0.02% | −189−5.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,475 | $237.2K | 0.00% | −2,483−41.7% | Reduced |
| Advisory Alpha, LLC | 3,498 | $238.8K | 0.01% | +3,498 | New |
| Aberdeen Wealth Management LLC | 3,500 | $238.9K | 0.16% | −600−14.6% | Reduced |
| West Family Investments, Inc. | 3,500 | $238.9K | 0.08% | −44−1.2% | Reduced |
| Sentry Investment Management LLC | 3,497 | $239.0K | 0.11% | −569−14.0% | Reduced |
| HC Advisors, LLC | 3,502 | $239.0K | 0.19% | +3,502 | New |
| Parkside Financial Bank & Trust | 3,505 | $239.3K | 0.03% | −194−5.2% | Reduced |
| Belpointe Asset Management LLC | 3,293 | $239.7K | 0.01% | −21−0.6% | Reduced |
| Main Street Financial Solutions, LLC | 3,523 | $240.5K | 0.02% | +406+13.0% | Added |
| Charter Oak Capital Management, LLC | 3,523 | $240.5K | 0.02% | +7+0.2% | Added |
| Strategic Advisors LLC | 3,526 | $240.7K | 0.04% | +320+10.0% | Added |
| Blueshift Asset Management, LLC | 3,537 | $241.4K | 0.09% | +3,537 | New |
| Cooper Financial Group | 3,561 | $243.1K | 0.03% | +272+8.3% | Added |
| Quantum Financial Advisors, LLC | 3,572 | $243.8K | 0.04% | −133−3.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,598 | $245.6K | 0.02% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 3,599 | $245.7K | 0.12% | +3,599 | New |
| Equitable Trust Co | 3,600 | $245.7K | 0.01% | −1,232−25.5% | Reduced |
| Formidable Asset Management, LLC | 3,609 | $246.3K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,611 | $246.4K | 0.07% | +505+16.3% | Added |
| Sterling Capital Management LLC | 3,612 | $246.6K | 0.00% | −1,266−26.0% | Reduced |
| Atlantic Union Bankshares Corp | 3,617 | $246.9K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,629 | $247.7K | 0.01% | +3,629 | New |
| Northstar Asset Management LLC | 3,632 | $247.9K | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,644 | $248.7K | 0.00% | +3,644 | New |
| Brandywine Oak Private Wealth LLC | 3,678 | $251.1K | 0.02% | +4+0.1% | Added |
| Kornitzer Capital Management Inc | 3,694 | $252.2K | 0.00% | +30+0.8% | Added |
| Catalyst Financial Partners LLC | 3,698 | $252.4K | 0.05% | +210+6.0% | Added |
| Parcion Private Wealth LLC | 3,700 | $252.6K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,726 | $254.3K | 0.02% | +10.0% | Added |
| Wingate Wealth Advisors, Inc. | 3,736 | $255.0K | 0.25% | +3,736 | New |
| Global Retirement Partners, LLC | 3,738 | $255.1K | 0.01% | −220−5.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 3,726 | $255.2K | 0.12% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,740 | $255.3K | 0.12% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 3,752 | $256.1K | 0.19% | 00.0% | Unchanged |
| Aries Wealth Management | 3,760 | $256.7K | 0.07% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 3,760 | $256.7K | 0.03% | +3,760 | New |
| Broadwater Capital Management LLC | 3,769 | $257.3K | 0.20% | 00.0% | Unchanged |
| Camden National Bank | 3,769 | $257.3K | 0.04% | +1,163+44.6% | Added |
| Todd Asset Management LLC | 3,785 | $258.4K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 3,799 | $259.3K | 0.13% | −314−7.6% | Reduced |
| Versor Investments LP | 3,800 | $259.4K | 0.04% | −400−9.5% | Reduced |
| Northeast Financial Consultants Inc | 3,801 | $259.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,802 | $259.5K | 0.01% | −4,681−55.2% | Reduced |
| Madison Wealth Partners, Inc | 3,813 | $260.3K | 0.07% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,867 | $264.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 3,868 | $264.0K | 0.12% | +9+0.2% | Added |
| DRW Securities, LLC | 3,882 | $265.0K | 0.02% | −5,413−58.2% | Reduced |
| Bridgewater Associates, LP | 3,889 | $265.5K | 0.00% | +3,889 | New |
| Grove Bank & Trust | 3,890 | $265.5K | 0.04% | +104+2.7% | Added |
| Oxford Asset Management LLP | 3,903 | $266.4K | 0.12% | +3,903 | New |
| Marathon Capital Management | 3,926 | $268.0K | 0.07% | +10.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,938 | $268.8K | 0.03% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 3,943 | $269.1K | 0.03% | +144+3.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,950 | $269.6K | 0.04% | +656+19.9% | Added |
| Redhawk Wealth Advisors, Inc. | 3,962 | $270.5K | 0.04% | −592−13.0% | Reduced |
| Sage Mountain Advisors LLC | 3,973 | $271.2K | 0.02% | −446−10.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,377 | $271.8K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,991 | $272.4K | 0.01% | +3,991 | New |
| Challenger Wealth Management | 4,000 | $273.0K | 0.24% | +4,000 | New |
| Round Rock Advisors, LLC | 4,015 | $274.1K | 0.06% | +20.0% | Added |
| Transform Wealth, LLC | 4,002 | $274.1K | 0.02% | 00.0% | Unchanged |
| Plan A Wealth LLC | 4,017 | $274.2K | 0.25% | +4,017 | New |
| Adirondack Trust Co | 4,028 | $274.9K | 0.10% | −450−10.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,044 | $276.0K | 0.02% | +20+0.5% | Added |
| D'Orazio & Associates, Inc. | 4,046 | $276.2K | 0.04% | −16−0.4% | Reduced |
| MSH Capital Advisors LLC | 4,050 | $276.5K | 0.09% | −400−9.0% | Reduced |
| Federated Hermes, Inc. | 4,069 | $277.8K | 0.00% | +1,570+62.8% | Added |
| GTS Securities LLC | 4,076 | $278.2K | 0.01% | −3,002−42.4% | Reduced |
| Chicago Trust Co NA | 4,089 | $279.1K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,091 | $279.3K | 0.06% | −9−0.2% | Reduced |
| Montis Financial, LLC | 4,095 | $279.5K | 0.09% | +300+7.9% | Added |
| Premier Path Wealth Partners, LLC | 4,114 | $280.8K | 0.04% | +68+1.7% | Added |
| Commerzbank Aktiengesellschaft | 4,116 | $281.0K | 0.01% | +951+30.0% | Added |
| Wilkins Investment Counsel Inc | 4,137 | $282.4K | 0.04% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 4,004 | $282.5K | 0.03% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 4,183 | $285.5K | 0.09% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 4,170 | $285.6K | 0.03% | +81+2.0% | Added |
| CWA Asset Management Group, LLC | 4,185 | $285.7K | 0.01% | +811+24.0% | Added |
| Radnor Capital Management, LLC | 4,192 | $286.0K | 0.05% | −450−9.7% | Reduced |
| TigerOak Management, L.L.C. | 4,194 | $286.3K | 0.10% | +4,194 | New |
| Independence Bank of Kentucky | 4,206 | $287.1K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 4,214 | $287.6K | 0.20% | +4,214 | New |
| Pavion Blue Capital, LLC | 4,219 | $288.0K | 0.14% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,227 | $288.5K | 0.01% | −100−2.3% | Reduced |
| Thoroughbred Financial Services, LLC | 4,243 | $289.0K | 0.02% | +10.0% | Added |
| First Affirmative Financial Network | 4,264 | $291.1K | 0.17% | −28−0.7% | Reduced |