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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 5,384 | $367.5K | 0.00% | +20+0.4% | Added |
| Asset Dedication, LLC | 5,386 | $367.6K | 0.03% | −23−0.4% | Reduced |
| Pittenger & Anderson Inc | 5,390 | $367.9K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,401 | $368.7K | 0.02% | +5,401 | New |
| Philadelphia Trust Co | 5,411 | $369.0K | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 5,436 | $371.1K | 0.00% | +2,757+102.9% | Added |
| New Hampshire Trust | 5,440 | $371.3K | 0.08% | +5+0.1% | Added |
| Flagship Harbor Advisors, LLC | 5,447 | $371.8K | 0.02% | +301+5.8% | Added |
| Smartleaf Asset Management LLC | 5,456 | $372.3K | 0.04% | +1,430+35.5% | Added |
| Reuter James Wealth Management, LLC | 5,457 | $372.5K | 0.07% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,500 | $375.4K | 0.08% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5,534 | $377.8K | 0.14% | +20.0% | Added |
| Sapient Capital LLC | 5,528 | $378.6K | 0.01% | −5−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 5,579 | $380.8K | 0.03% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 5,580 | $380.9K | 0.10% | +74+1.3% | Added |
| Plato Investment Management Ltd | 5,568 | $381.5K | 0.03% | −4,615−45.3% | Reduced |
| Peoples Financial Services Corp. | 5,590 | $381.6K | 0.18% | −10−0.2% | Reduced |
| BSW Wealth Partners | 5,595 | $381.9K | 0.06% | +315+6.0% | Added |
| Tyche Wealth Partners LLC | 5,609 | $382.8K | 0.08% | +10.0% | Added |
| Pinnacle Financial Partners Inc | 5,502 | $382.9K | 0.01% | +71+1.3% | Added |
| Howard Capital Management Inc. | 5,635 | $384.6K | 0.01% | +288+5.4% | Added |
| Colonial Trust Advisors | 5,673 | $387.2K | 0.03% | −750−11.7% | Reduced |
| Ancora Advisors, LLC | 5,687 | $388.2K | 0.01% | +236+4.3% | Added |
| Anchor Investment Management, LLC | 5,722 | $390.6K | 0.04% | −23−0.4% | Reduced |
| Center For Asset Management LLC | 5,727 | $390.9K | 0.25% | −418−6.8% | Reduced |
| AA Financial Advisors, LLC | 5,747 | $392.3K | 0.10% | −453−7.3% | Reduced |
| Cornerstone Wealth Management, LLC | 5,752 | $392.6K | 0.03% | −250−4.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,765 | $393.5K | 0.03% | +35+0.6% | Added |
| KRS Capital Management, LLC | 5,804 | $396.2K | 0.28% | +13+0.2% | Added |
| Bailard, Inc. | 5,810 | $396.6K | 0.01% | +3+0.1% | Added |
| Brookstone Capital Management | 5,813 | $396.8K | 0.01% | −186−3.1% | Reduced |
| Miller Investment Management, LP | 5,840 | $398.6K | 0.04% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,852 | $400.8K | 0.02% | +316+5.7% | Added |
| Chicago Partners Investment Group LLC | 5,887 | $403.0K | 0.01% | +147+2.6% | Added |
| Founders Financial Alliance, LLC | 5,931 | $404.8K | 0.11% | +12+0.2% | Added |
| EverSource Wealth Advisors, LLC | 5,931 | $404.9K | 0.02% | +725+13.9% | Added |
| First National Trust Co | 5,943 | $405.7K | 0.02% | −40−0.7% | Reduced |
| Leavell Investment Management, Inc. | 5,927 | $405.8K | 0.02% | +895+17.8% | Added |
| Foundations Investment Advisors, LLC | 5,988 | $408.8K | 0.01% | +209+3.6% | Added |
| Systematic Financial Management LP | 6,000 | $409.6K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $409.6K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $409.6K | 0.10% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 6,002 | $409.7K | 0.03% | 00.0% | Unchanged |
| McDonald Partners LLC | 6,004 | $409.8K | 0.10% | −300−4.8% | Reduced |
| Garden State Investment Advisory Services LLC | 5,991 | $410.1K | 0.13% | +41+0.7% | Added |
| Institute for Wealth Management, LLC. | 6,021 | $411.0K | 0.05% | −99−1.6% | Reduced |
| Meridian Wealth Management, LLC | 6,030 | $411.6K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,034 | $411.9K | 0.22% | +10.0% | Added |
| Heritage Wealth Management, Inc. | 6,034 | $411.9K | 0.14% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 6,060 | $413.6K | 0.12% | +225+3.9% | Added |
| Evergreen Capital Management LLC | 6,045 | $414.0K | 0.01% | −10−0.2% | Reduced |
| Forbes J M & Co LLP | 6,083 | $415.2K | 0.04% | −92−1.5% | Reduced |
| LSV Asset Management | 6,100 | $416.0K | 0.00% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 6,096 | $416.1K | 0.18% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,142 | $419.3K | 0.04% | +604+10.9% | Added |
| LCM Capital Management Inc | 6,148 | $419.7K | 0.24% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 6,254 | $426.9K | 0.20% | 00.0% | Unchanged |
| Marco Investment Management LLC | 6,256 | $427.0K | 0.04% | −900−12.6% | Reduced |
| Financial Perspectives, Inc | 6,261 | $427.4K | 0.14% | +873+16.2% | Added |
| Congress Wealth Management LLC | 6,278 | $428.6K | 0.01% | +1,436+29.7% | Added |
| Cobblestone Capital Advisors LLC | 6,282 | $428.8K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,285 | $429.0K | 0.19% | +12+0.2% | Added |
| Rothschild Investment LLC | 6,314 | $431.0K | 0.03% | −587−8.5% | Reduced |
| MEMBERS Trust Co | 6,316 | $431.1K | 0.01% | −29−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,346 | $433.2K | 0.09% | −415−6.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,349 | $433.4K | 0.37% | −260−3.9% | Reduced |
| Naples Global Advisors, LLC | 6,385 | $436.9K | 0.04% | +485+8.2% | Added |
| Boothbay Fund Management, LLC | 6,418 | $438.1K | 0.01% | +647+11.2% | Added |
| Basepoint Wealth LLC | 6,421 | $438.3K | 0.35% | −2,381−27.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,447 | $440.1K | 0.31% | +150+2.4% | Added |
| Berkshire Asset Management LLC | 6,280 | $440.4K | 0.02% | −31−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 6,475 | $442.0K | 0.03% | +30.0% | Added |
| Western Wealth Management, LLC | 6,479 | $442.3K | 0.02% | +956+17.3% | Added |
| St Germain D J Co Inc | 6,481 | $442.4K | 0.02% | +50+0.8% | Added |
| Maven Securities LTD | 6,500 | $443.7K | 0.07% | −13,900−68.1% | Reduced |
| TCTC Holdings, LLC | 6,500 | $443.7K | 0.02% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 6,531 | $445.8K | 0.18% | +6,531 | New |
| Essex Savings Bank | 6,569 | $448.4K | 0.11% | −39−0.6% | Reduced |
| General Partner, Inc. | 6,583 | $449.4K | 0.27% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,571 | $450.0K | 0.02% | −10,455−61.4% | Reduced |
| Stonebridge Capital Advisors LLC | 6,610 | $451.2K | 0.04% | −527−7.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,625 | $452.2K | 0.06% | −40−0.6% | Reduced |
| Wellington Shields Capital Management, LLC | 6,650 | $453.9K | 0.08% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,657 | $454.4K | 0.00% | +83+1.3% | Added |
| Argent Capital Management LLC | 6,660 | $454.6K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 6,684 | $456.3K | 0.12% | +6,684 | New |
| Americana Partners, LLC | 6,690 | $456.7K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 6,696 | $457.1K | 0.03% | −248−3.6% | Reduced |
| Athena Investment Management | 6,714 | $458.3K | 0.27% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 6,740 | $460.0K | 0.02% | +20.0% | Added |
| Fortune Financial Advisors, LLC | 6,748 | $460.6K | 0.42% | +7+0.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,729 | $460.6K | 0.02% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 6,765 | $461.8K | 0.35% | −800−10.6% | Reduced |
| Enterprise Financial Services Corp | 6,771 | $462.2K | 0.26% | +98+1.5% | Added |
| Frank, Rimerman Advisors LLC | 6,781 | $462.9K | 0.03% | −1,699−20.0% | Reduced |
| Bell Investment Advisors, Inc | 6,801 | $464.2K | 0.09% | −30−0.4% | Reduced |
| Farmers National Bank | 6,808 | $464.7K | 0.14% | +6,808 | New |
| Hohimer Wealth Management, LLC | 6,904 | $471.3K | 0.09% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 6,847 | $477.5K | 0.12% | +474+7.4% | Added |
| Chemung Canal Trust Co | 6,996 | $477.6K | 0.10% | −38−0.5% | Reduced |