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 |
|---|---|---|---|---|---|
| Manning & Napier Advisors LLC | 7,000 | $477.8K | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 7,010 | $478.5K | 0.06% | +10.0% | Added |
| Keel Point, LLC | 7,020 | $479.2K | 0.04% | +1,031+17.2% | Added |
| Azimuth Capital Investment Management LLC | 7,034 | $480.1K | 0.02% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 7,386 | $481.5K | 0.01% | +7,386 | New |
| Syon Capital LLC | 7,089 | $483.9K | 0.04% | +155+2.2% | Added |
| Farther Finance Advisors, LLC | 7,094 | $484.2K | 0.02% | −104−1.4% | Reduced |
| Harbour Investments, Inc. | 7,123 | $486.2K | 0.01% | +81+1.2% | Added |
| Malaga Cove Capital, LLC | 7,161 | $488.8K | 0.19% | +1,762+32.6% | Added |
| RFG Advisory, LLC | 7,170 | $489.4K | 0.01% | +1,904+36.2% | Added |
| Angeles Investment Advisors, LLC | 7,162 | $490.4K | 0.02% | −105−1.4% | Reduced |
| Spire Wealth Management | 7,184 | $490.4K | 0.02% | +312+4.5% | Added |
| Proficio Capital Partners LLC | 7,198 | $491.3K | 0.04% | +2,770+62.6% | Added |
| AlphaCore Capital LLC | 7,193 | $492.6K | 0.11% | −10−0.1% | Reduced |
| AMJ Financial Wealth Management | 7,223 | $493.0K | 0.14% | −1,793−19.9% | Reduced |
| PFG Investments, LLC | 7,240 | $494.2K | 0.03% | −1,002−12.2% | Reduced |
| Fruth Investment Management | 7,281 | $497.0K | 0.14% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,290 | $497.6K | 0.00% | −281−3.7% | Reduced |
| Groesbeck Investment Management Corp | 7,299 | $498.0K | 0.65% | −4,000−35.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,386 | $498.0K | 0.00% | −953−11.4% | Reduced |
| LVW Advisors, LLC | 7,303 | $498.5K | 0.06% | −87−1.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,330 | $500.3K | 0.04% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,349 | $501.6K | 0.07% | −165−2.2% | Reduced |
| Forum Financial Management, LP | 7,388 | $504.3K | 0.01% | +938+14.5% | Added |
| Piscataqua Savings Bank | 7,396 | $504.8K | 0.43% | −41−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 7,454 | $508.8K | 0.01% | −4,609−38.2% | Reduced |
| Montecito Bank & Trust | 7,458 | $509.1K | 0.09% | −576−7.2% | Reduced |
| Farmers Trust Co | 7,472 | $510.0K | 0.10% | −24−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 7,506 | $512.4K | 0.03% | −554−6.9% | Reduced |
| Sunbelt Securities, Inc. | 7,676 | $523.7K | 0.05% | −271−3.4% | Reduced |
| Catalytic Wealth RIA, LLC | 7,691 | $525.0K | 0.09% | −1,092−12.4% | Reduced |
| Wealthcare Advisory Partners LLC | 7,702 | $525.8K | 0.01% | +96+1.3% | Added |
| Haverford Trust Co | 7,703 | $525.8K | 0.01% | −544−6.6% | Reduced |
| Atwood & Palmer Inc | 7,707 | $526.1K | 0.04% | 00.0% | Unchanged |
| TFG Advisers LLC | 7,751 | $529.1K | 0.19% | +272+3.6% | Added |
| First Horizon Advisors, Inc. | 7,839 | $535.1K | 0.01% | −343−4.2% | Reduced |
| Mission Wealth Management, LP | 7,874 | $537.5K | 0.01% | −668−7.8% | Reduced |
| Bokf, NA | 8,098 | $538.6K | 0.01% | +492+6.5% | Added |
| Triangle Securities Wealth Management | 7,893 | $538.8K | 0.14% | 00.0% | Unchanged |
| Invesco, LLC | 7,901 | $539.3K | 0.21% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 7,903 | $539.5K | 0.02% | −1,747−18.1% | Reduced |
| Washington Trust Co | 7,906 | $539.7K | 0.02% | +45+0.6% | Added |
| Rockland Trust Co | 7,908 | $539.8K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 7,932 | $541.4K | 0.01% | +225+2.9% | Added |
| Brighton Jones LLC | 7,958 | $543.2K | 0.02% | +1,850+30.3% | Added |
| AlTi Global, Inc. | 7,916 | $544.0K | 0.01% | +1,219+18.2% | Added |
| Advisors Capital Management, LLC | 7,970 | $544.1K | 0.01% | +947+13.5% | Added |
| Exencial Wealth Advisors, LLC | 8,012 | $546.9K | 0.02% | −10−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 8,719 | $550.6K | 0.06% | +252+3.0% | Added |
| CFO4Life Group, LLC | 8,111 | $553.6K | 0.10% | −360−4.2% | Reduced |
| Bard Financial Services, Inc. | 8,120 | $554.3K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,130 | $555.0K | 0.02% | −374−4.4% | Reduced |
| Proffitt & Goodson Inc | 8,140 | $555.6K | 0.09% | +144+1.8% | Added |
| Courier Capital LLC | 8,197 | $559.5K | 0.04% | −824−9.1% | Reduced |
| Pointe Capital Management LLC | 8,223 | $561.3K | 0.32% | 00.0% | Unchanged |
| Riverwater Partners LLC | 8,236 | $562.2K | 0.27% | +7+0.1% | Added |
| Spirepoint Private Client, LLC | 8,252 | $563.3K | 0.07% | +465+6.0% | Added |
| Pine Valley Investments Ltd Liability Co | 8,251 | $563.5K | 0.04% | +3,003+57.2% | Added |
| Gotham Asset Management, LLC | 8,260 | $563.8K | 0.01% | +3,833+86.6% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $565.5K | 0.15% | −45−0.5% | Reduced |
| Agf Management Ltd | 8,411 | $574.1K | 0.00% | +5,381+177.6% | Added |
| Country Club Bank | 8,447 | $576.3K | 0.04% | −15−0.2% | Reduced |
| Monterey Private Wealth, Inc. | 8,504 | $580.5K | 0.19% | −557−6.1% | Reduced |
| Cigna Investments Inc | 8,553 | $584.0K | 0.10% | −71−0.8% | Reduced |
| Drexel Morgan & Co. | 8,578 | $585.5K | 0.12% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $587.0K | 0.17% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 8,625 | $588.7K | 0.07% | −50−0.6% | Reduced |
| Financial Counselors Inc | 8,640 | $589.8K | 0.01% | +1,199+16.1% | Added |
| Leonteq Securities AG | 8,697 | $593.7K | 0.06% | +1,693+24.2% | Added |
| Checchi Capital Advisers, LLC | 8,698 | $593.7K | 0.04% | −356−3.9% | Reduced |
| David Loasby | 9,041 | $601.3K | 0.06% | +384+4.4% | Added |
| Venturi Wealth Management, LLC | 8,818 | $601.9K | 0.03% | −2,473−21.9% | Reduced |
| Sky Investment Group LLC | 8,829 | $602.7K | 0.11% | −195−2.2% | Reduced |
| 1st Source Bank | 8,879 | $606.1K | 0.03% | +122+1.4% | Added |
| River Wealth Advisors LLC | 8,881 | $606.2K | 0.08% | −833−8.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 8,887 | $606.6K | 0.20% | +8,887 | New |
| Aull & Monroe Investment Management Corp | 8,893 | $607.0K | 0.31% | −1,025−10.3% | Reduced |
| Illinois Municipal Retirement Fund | 8,935 | $609.9K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,951 | $611.0K | 0.00% | +5,990+202.3% | Added |
| Fifth Third Wealth Advisors LLC | 9,007 | $614.8K | 0.03% | −92−1.0% | Reduced |
| Foster & Motley Inc | 9,044 | $617.0K | 0.04% | −1,203−11.7% | Reduced |
| Boston Financial Mangement LLC | 9,061 | $618.5K | 0.02% | −147−1.6% | Reduced |
| Boyd Watterson Asset Management LLC | 9,110 | $621.8K | 0.17% | −16−0.2% | Reduced |
| Beck Mack & Oliver LLC | 9,124 | $622.8K | 0.01% | +174+1.9% | Added |
| International Assets Investment Management, LLC | 9,257 | $632.5K | 0.05% | −898,001−99.0% | Reduced |
| Prudent Man Advisors, LLC | 9,271 | $632.8K | 0.23% | −1,654−15.1% | Reduced |
| GWN Securities Inc. | 9,071 | $636.1K | 0.17% | +9,071 | New |
| Verdence Capital Advisors LLC | 9,325 | $636.5K | 0.05% | −845−8.3% | Reduced |
| Sagespring Wealth Partners, LLC | 9,334 | $637.1K | 0.02% | +9,334 | New |
| HBK Sorce Advisory LLC | 9,420 | $643.2K | 0.02% | +578+6.5% | Added |
| Profund Advisors LLC | 9,430 | $643.7K | 0.02% | −780−7.6% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $647.7K | 0.05% | 00.0% | Unchanged |
| Cullinan Associates Inc | 9,500 | $648.5K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 9,505 | $648.8K | 0.07% | −333−3.4% | Reduced |
| Jefferies Financial Group Inc. | 9,509 | $649.1K | 0.01% | −80,940−89.5% | Reduced |
| Great Valley Advisor Group, Inc. | 9,519 | $650.2K | 0.01% | +82+0.9% | Added |
| First City Capital Management, Inc. | 9,537 | $651.0K | 0.35% | −350−3.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,557 | $652.4K | 0.07% | −231−2.4% | Reduced |
| Rialto Wealth Management, LLC | 9,570 | $653.2K | 0.22% | +9,570 | New |
| Fiduciary Group LLC | 9,573 | $653.5K | 0.07% | 00.0% | Unchanged |