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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 4,276 | $291.9K | 0.03% | +448+11.7% | Added |
| Ausdal Financial Partners, Inc. | 4,280 | $292.1K | 0.03% | +1,750+69.2% | Added |
| Capital Advantage, Inc. | 4,281 | $292.2K | 0.05% | +4,281 | New |
| Northwest Financial Advisors | 4,283 | $292.3K | 0.24% | +10+0.2% | Added |
| World Equity Group, Inc. | 4,288 | $292.7K | 0.06% | +19+0.4% | Added |
| Aveo Capital Partners, LLC | 4,313 | $294.4K | 0.03% | −363−7.8% | Reduced |
| Texas Yale Capital Corp. | 4,318 | $294.7K | 0.01% | +670+18.4% | Added |
| Roehl & Yi Investment Advisors, LLC | 4,326 | $295.3K | 0.16% | +4,326 | New |
| Grandfield & Dodd, LLC | 4,328 | $295.4K | 0.02% | −28−0.6% | Reduced |
| Proequities, Inc. | 4,206 | $295.5K | 0.02% | −55−1.3% | Reduced |
| TFC Financial Management | 4,330 | $295.6K | 0.05% | +428+11.0% | Added |
| Cassaday & Co Wealth Management LLC | 4,341 | $296.3K | 0.01% | +188+4.5% | Added |
| Sheets Smith Wealth Management | 4,343 | $296.4K | 0.04% | 00.0% | Unchanged |
| BIP Wealth, LLC | 4,345 | $296.6K | 0.02% | −830−16.0% | Reduced |
| Legacy Bridge, LLC | 4,363 | $297.8K | 0.16% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,375 | $298.6K | 0.02% | +418+10.6% | Added |
| Dorchester Wealth Management Co | 4,390 | $299.7K | 0.06% | 00.0% | Unchanged |
| Sentry LLC | 4,410 | $301.0K | 0.06% | −250−5.4% | Reduced |
| Berkshire Money Management, Inc. | 4,429 | $302.3K | 0.03% | +4,429 | New |
| Crawford Investment Counsel Inc | 4,447 | $303.6K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,450 | $303.8K | 0.01% | −433−8.9% | Reduced |
| Douglas Lane & Associates, LLC | 4,453 | $304.0K | 0.00% | −938−17.4% | Reduced |
| Osborne Partners Capital Management, LLC | 4,453 | $304.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,473 | $305.3K | 0.00% | +161+3.7% | Added |
| Journey Advisory Group, LLC | 4,840 | $305.3K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,475 | $305.5K | 0.00% | −533,309−99.2% | Reduced |
| HCR Wealth Advisors | 4,478 | $305.7K | 0.04% | −2,000−30.9% | Reduced |
| Financial Engines Advisors L.L.C. | 4,491 | $306.6K | 0.00% | +4,491 | New |
| Great Diamond Partners, LLC | 4,499 | $307.1K | 0.08% | 00.0% | Unchanged |
| Williams & Novak, LLC | 4,499 | $307.1K | 0.30% | +4,499 | New |
| Tennessee Valley Asset Management Partners | 4,520 | $308.5K | 0.05% | +234+5.5% | Added |
| Childress Capital Advisors, LLC | 4,537 | $309.7K | 0.09% | −16−0.4% | Reduced |
| Thomasville National Bank | 4,548 | $310.4K | 0.02% | −273−5.7% | Reduced |
| Optimum Investment Advisors | 4,550 | $310.6K | 0.14% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,550 | $310.6K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,585 | $313.0K | 0.02% | −272−5.6% | Reduced |
| Carolinas Wealth Consulting LLC | 4,577 | $313.5K | 0.06% | −273−5.6% | Reduced |
| DF Dent & Co Inc | 4,617 | $315.2K | 0.00% | −8−0.2% | Reduced |
| Ironwood Investment Counsel, LLC | 4,631 | $316.1K | 0.05% | −409−8.1% | Reduced |
| Isthmus Partners, LLC | 4,645 | $317.1K | 0.04% | +4,645 | New |
| Pure Financial Advisors, Inc. | 4,652 | $317.6K | 0.01% | +425+10.1% | Added |
| Relyea Zuckerberg Hanson LLC | 4,667 | $318.6K | 0.04% | −50−1.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,680 | $319.5K | 0.08% | 00.0% | Unchanged |
| Fire Capital Management LLC | 4,692 | $320.3K | 0.24% | +4,692 | New |
| Meridian Investment Counsel Inc. | 4,742 | $323.7K | 0.10% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,774 | $325.9K | 0.01% | +876+22.5% | Added |
| First Bank & Trust | 4,793 | $327.2K | 0.06% | +555+13.1% | Added |
| Fukoku Mutual Life Insurance Co | 4,796 | $327.4K | 0.02% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 4,797 | $327.5K | 0.22% | −179−3.6% | Reduced |
| GSB Wealth Management, LLC | 4,827 | $329.5K | 0.09% | +20.0% | Added |
| Ostrum Asset Management | 4,850 | $331.1K | 0.03% | −200−4.0% | Reduced |
| Level Four Advisory Services, LLC | 4,853 | $331.3K | 0.01% | +561+13.1% | Added |
| West Oak Capital, LLC | 4,875 | $332.8K | 0.12% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 4,879 | $333.0K | 0.07% | +663+15.7% | Added |
| PKS Advisory Services, LLC | 4,895 | $334.1K | 0.09% | +4,895 | New |
| Conning Inc. | 4,901 | $334.5K | 0.01% | −295−5.7% | Reduced |
| Catalina Capital Group, LLC | 4,929 | $336.4K | 0.11% | +172+3.6% | Added |
| Clear Harbor Asset Management, LLC | 4,949 | $337.8K | 0.03% | −300−5.7% | Reduced |
| SeaCrest Wealth Management, LLC | 4,963 | $338.8K | 0.04% | +1,697+52.0% | Added |
| Northeast Investment Management | 4,990 | $340.6K | 0.02% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 4,973 | $340.7K | 0.02% | −400−7.4% | Reduced |
| Canton Hathaway, LLC | 5,000 | $341.0K | 0.09% | +500+11.1% | Added |
| Alpha Wealth Funds, LLC | 5,000 | $341.1K | 0.36% | +5,000 | New |
| LGT Group Foundation | 5,000 | $341.3K | 0.01% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 5,000 | $341.3K | 0.94% | +5,000 | New |
| WSFS Capital Management, LLC | 5,017 | $342.4K | 0.02% | −355−6.6% | Reduced |
| Sterling Financial Planning, Inc. | 5,027 | $343.1K | 0.13% | +27+0.5% | Added |
| Holistic Financial Partners | 5,031 | $343.4K | 0.17% | −11−0.2% | Reduced |
| Custos Family Office, LLC | 5,032 | $343.5K | 0.12% | +5,032 | New |
| Massmutual Trust Co FSB | 5,034 | $343.6K | 0.01% | +899+21.7% | Added |
| Atlantic Trust, LLC | 5,037 | $343.8K | 0.07% | +4+0.1% | Added |
| Integrated Advisors Network LLC | 5,038 | $343.9K | 0.02% | −89−1.7% | Reduced |
| Founders Capital Management, LLC | 5,050 | $344.7K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,052 | $344.9K | 0.01% | −1,748−25.7% | Reduced |
| Raiffeisen Bank International AG | 5,064 | $345.5K | 0.01% | +5,064 | New |
| Ted Buchan & Co | 5,070 | $346.1K | 0.16% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 5,086 | $347.2K | 0.08% | −165−3.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,087 | $347.3K | 0.16% | −74−1.4% | Reduced |
| Adviser Investments LLC | 5,105 | $348.5K | 0.00% | −2,447−32.4% | Reduced |
| Court Place Advisors, LLC | 5,106 | $348.6K | 0.11% | −548−9.7% | Reduced |
| Northstar Financial Companies, Inc. | 5,129 | $350.1K | 0.33% | +5,129 | New |
| TCG Advisory Services, LLC | 5,160 | $352.2K | 0.01% | −235−4.4% | Reduced |
| Peddock Capital Advisors, LLC | 5,163 | $352.4K | 0.08% | −6−0.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $352.7K | 0.26% | −154−2.9% | Reduced |
| Colonial Trust Co | 5,167 | $352.7K | 0.05% | +425+9.0% | Added |
| Manchester Capital Management LLC | 5,169 | $352.8K | 0.04% | −221−4.1% | Reduced |
| Northwest Bancshares, Inc. | 5,181 | $353.7K | 0.07% | 00.0% | Unchanged |
| Heritage Trust Co | 5,190 | $354.3K | 0.04% | +5,190 | New |
| Interchange Capital Partners, LLC | 5,193 | $354.5K | 0.13% | −36−0.7% | Reduced |
| Capital City Trust Co | 5,211 | $355.7K | 0.09% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,247 | $358.2K | 0.17% | +8+0.2% | Added |
| Franklin Street Advisors Inc | 5,271 | $360.0K | 0.02% | −67−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,303 | $362.0K | 0.03% | −10.0% | Reduced |
| Mutual Advisors, LLC | 5,208 | $363.2K | 0.01% | −276−5.0% | Reduced |
| Twelve Points Wealth Management LLC | 5,339 | $364.4K | 0.10% | −20.0% | Reduced |
| LMCG Investments, LLC | 5,347 | $365.0K | 0.02% | −12−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 5,356 | $365.6K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,365 | $366.2K | 0.02% | −163−2.9% | Reduced |
| Central Pacific Bank - Trust Division | 5,370 | $366.6K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,375 | $366.9K | 0.03% | 00.0% | Unchanged |