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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 9,614 | $656.3K | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,615 | $656.9K | 0.02% | +220+2.3% | Added |
| Focus Financial Network, Inc. | 9,624 | $656.9K | 0.03% | +31+0.3% | Added |
| Trust Co of Virginia | 9,629 | $657.3K | 0.06% | −281−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,629 | $657.3K | 0.04% | +292+3.1% | Added |
| Aptus Capital Advisors, LLC | 9,634 | $658.5K | 0.01% | +310+3.3% | Added |
| Legacy Capital Group California, Inc. | 9,751 | $665.6K | 0.20% | −80−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 9,749 | $667.7K | 0.05% | −286−2.9% | Reduced |
| Laurel Wealth Advisors LLC | 9,815 | $670.0K | 0.10% | −50−0.5% | Reduced |
| Forte Capital LLC | 9,904 | $676.1K | 0.08% | −22−0.2% | Reduced |
| Intech Investment Management LLC | 9,923 | $677.3K | 0.01% | −10,688−51.9% | Reduced |
| Community Bank, N.A. | 9,945 | $678.8K | 0.09% | −355−3.4% | Reduced |
| First Western Trust Bank | 9,972 | $680.7K | 0.03% | +2,330+30.5% | Added |
| Investment Advisory Services Inc | 9,988 | $681.8K | 0.24% | −48−0.5% | Reduced |
| Gifford Fong Associates | 10,000 | $683.0K | 0.17% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,176 | $695.0K | 0.34% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 10,187 | $695.4K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 10,223 | $697.8K | 0.04% | −1,976−16.2% | Reduced |
| Silver Oak Securities, Inc | 10,229 | $697.9K | 0.06% | −149−1.4% | Reduced |
| Moody National Bank Trust Division | 10,267 | $700.8K | 0.07% | +119+1.2% | Added |
| Fractal Investments LLC | 10,316 | $704.2K | 0.11% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 10,327 | $705.0K | 0.18% | +7,118+221.8% | Added |
| Fishman Jay A Ltd | 10,350 | $706.5K | 0.07% | −100−1.0% | Reduced |
| IHT Wealth Management, LLC | 10,401 | $710.0K | 0.02% | −590−5.4% | Reduced |
| Graypoint LLC | 10,422 | $711.4K | 0.04% | −27−0.3% | Reduced |
| Resources Management Corp | 10,441 | $713.0K | 0.10% | 00.0% | Unchanged |
| Compass Capital Corp | 10,126 | $715.7K | 0.28% | +10,126 | New |
| Compass Wealth Management LLC | 10,546 | $719.9K | 0.17% | −105−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,551 | $720.3K | 0.05% | −989−8.6% | Reduced |
| Beck Capital Management, LLC | 10,569 | $721.4K | 0.19% | +325+3.2% | Added |
| Penserra Capital Management LLC | 10,610 | $723.0K | 0.01% | +1,797+20.4% | Added |
| First Citizens Bank & Trust Co | 10,641 | $726.4K | 0.01% | +469+4.6% | Added |
| Jacobi Capital Management LLC | 10,732 | $732.6K | 0.05% | −2,756−20.4% | Reduced |
| Milestone Asset Management Group, LLC | 10,744 | $733.4K | 0.66% | +10,744 | New |
| Dover Advisors, LLC | 10,762 | $734.6K | 0.42% | −250−2.3% | Reduced |
| Baldwin Investment Management, LLC | 10,855 | $741.0K | 0.10% | −4,920−31.2% | Reduced |
| MJP Associates Inc | 10,864 | $741.6K | 0.13% | +1,941+21.8% | Added |
| Simmons Bank | 10,905 | $744.4K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,919 | $745.3K | 0.01% | +4,730+76.4% | Added |
| Burns J W & Co Inc | 10,942 | $746.9K | 0.10% | −230−2.1% | Reduced |
| Nautilus Advisors LLC | 10,962 | $748.3K | 0.60% | +10,962 | New |
| Hilltop Holdings Inc. | 10,980 | $749.5K | 0.05% | +974+9.7% | Added |
| Private Trust Co NA | 10,997 | $750.7K | 0.08% | −7−0.1% | Reduced |
| Grimes & Company, Inc. | 11,072 | $755.7K | 0.02% | −91−0.8% | Reduced |
| GeoWealth Management, LLC | 11,074 | $755.9K | 0.02% | −1,796−14.0% | Reduced |
| Mather Group, LLC. | 11,082 | $756.5K | 0.01% | +9+0.1% | Added |
| Gray Foundation | 11,100 | $757.7K | 0.22% | +11,100 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 11,149 | $761.0K | 0.02% | −755−6.3% | Reduced |
| Weiss Asset Management LP | 11,199 | $764.4K | 0.02% | −7,785−41.0% | Reduced |
| Ledyard National Bank | 11,210 | $765.2K | 0.07% | +55+0.5% | Added |
| Allred Capital Management, LLC | 11,249 | $767.8K | 0.30% | −14−0.1% | Reduced |
| Core Wealth Partners LLC | 11,410 | $778.9K | 0.45% | +50.0% | Added |
| Rehmann Capital Advisory Group | 11,489 | $784.2K | 0.05% | +7,174+166.3% | Added |
| Coldstream Capital Management Inc | 11,504 | $785.3K | 0.02% | −131−1.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,565 | $789.4K | 0.07% | −1,700−12.8% | Reduced |
| Essential Planning, LLC. | 10,465 | $790.2K | 0.01% | +10,465 | New |
| Sound View Wealth Advisors Group, LLC | 11,583 | $790.7K | 0.06% | +850+7.9% | Added |
| National Asset Management, Inc. | 11,562 | $791.8K | 0.03% | −2,586−18.3% | Reduced |
| Headlands Technologies LLC | 11,643 | $794.8K | 0.08% | +11,643 | New |
| Signature Estate & Investment Advisors LLC | 11,725 | $800.3K | 0.02% | +144+1.2% | Added |
| Lifeworks Advisors, LLC | 11,735 | $801.1K | 0.14% | −15,111−56.3% | Reduced |
| Little House Capital LLC | 11,752 | $802.2K | 0.23% | +264+2.3% | Added |
| TCW Group Inc | 11,780 | $804.1K | 0.01% | +299+2.6% | Added |
| Avestar Capital, LLC | 11,840 | $808.4K | 0.07% | −90−0.8% | Reduced |
| Bayesian Capital Management, LP | 11,900 | $812.3K | 0.10% | +11,900 | New |
| Columbia Asset Management | 11,901 | $812.4K | 0.16% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 11,905 | $812.6K | 0.02% | −339−2.8% | Reduced |
| Clarus Wealth Advisors | 12,213 | $819.6K | 0.41% | +2,961+32.0% | Added |
| Freestone Capital Holdings, LLC | 12,025 | $820.8K | 0.03% | +124+1.0% | Added |
| Geller Advisors LLC | 12,017 | $823.0K | 0.05% | +116+1.0% | Added |
| Cidel Asset Management Inc | 12,070 | $823.9K | 0.06% | −166−1.4% | Reduced |
| Roundview Capital LLC | 12,136 | $828.4K | 0.06% | −44−0.4% | Reduced |
| Lindbrook Capital, LLC | 12,138 | $828.5K | 0.07% | +271+2.3% | Added |
| Shell Asset Management Co | 12,227 | $835.0K | 0.04% | −49−0.4% | Reduced |
| Quadrant Capital Group LLC | 12,235 | $835.2K | 0.06% | −111−0.9% | Reduced |
| MUFG Securities Americas Inc. | 12,317 | $840.8K | 0.11% | +12,317 | New |
| Ingalls & Snyder LLC | 12,315 | $841.0K | 0.03% | 00.0% | Unchanged |
| Meridian Management Co | 12,357 | $843.5K | 0.22% | +10+0.1% | Added |
| Tower Bridge Advisors | 12,389 | $845.7K | 0.09% | −225−1.8% | Reduced |
| Davy Global Fund Management Ltd | 12,452 | $850.0K | 0.10% | +12,452 | New |
| Tandem Financial, LLC | 12,443 | $852.2K | 0.90% | +12,443 | New |
| Busey Wealth Management | 12,532 | $855.4K | 0.03% | +1,394+12.5% | Added |
| BNP Paribas | 12,552 | $856.8K | 0.03% | −4,723−27.3% | Reduced |
| Werlinich Asset Management, LLC | 12,598 | $859.6K | 0.50% | 00.0% | Unchanged |
| Scotia Capital Inc. | 12,754 | $870.6K | 0.00% | +450+3.7% | Added |
| Auto-Owners Insurance Co | 12,787 | $872.8K | 0.02% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 12,800 | $873.7K | 0.10% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 12,862 | $878.0K | 0.04% | −250−1.9% | Reduced |
| Texas Bank & Trust Co | 12,876 | $878.9K | 0.36% | +12,876 | New |
| Hager Investment Management Services, LLC | 12,882 | $879.3K | 0.55% | +12,882 | New |
| Benedict Financial Advisors Inc | 12,892 | $880.0K | 0.21% | −108−0.8% | Reduced |
| Groupama Asset Managment | 12,914 | $881.1K | 0.02% | +2,491+23.9% | Added |
| Means Investment Co., Inc. | 12,909 | $881.2K | 0.09% | +20.0% | Added |
| Sigma Planning Corp | 12,923 | $882.1K | 0.03% | +194+1.5% | Added |
| Soltis Investment Advisors LLC | 12,962 | $884.8K | 0.08% | +232+1.8% | Added |
| Harbor Advisors LLC | 13,000 | $887.4K | 0.14% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 13,062 | $891.6K | 0.02% | +13,062 | New |
| Montag A & Associates Inc | 13,055 | $894.1K | 0.04% | −1,936−12.9% | Reduced |
| N.E.W. Advisory Services LLC | 13,137 | $896.7K | 0.09% | −169−1.3% | Reduced |
| Everett Harris & Co | 13,152 | $897.8K | 0.01% | +614+4.9% | Added |