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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 6,278 | $428.6K | 0.01% | +1,436+29.7% | Added |
| Financial Perspectives, Inc | 6,261 | $427.4K | 0.14% | +873+16.2% | Added |
| Marco Investment Management LLC | 6,256 | $427.0K | 0.04% | −900−12.6% | Reduced |
| Ransom Advisory, Ltd | 6,254 | $426.9K | 0.20% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,148 | $419.7K | 0.24% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,142 | $419.3K | 0.04% | +604+10.9% | Added |
| Tiemann Investment Advisors, LLC | 6,096 | $416.1K | 0.18% | 00.0% | Unchanged |
| LSV Asset Management | 6,100 | $416.0K | 0.00% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,083 | $415.2K | 0.04% | −92−1.5% | Reduced |
| Evergreen Capital Management LLC | 6,045 | $414.0K | 0.01% | −10−0.2% | Reduced |
| Freedom Day Solutions, LLC | 6,060 | $413.6K | 0.12% | +225+3.9% | Added |
| Heritage Wealth Management, Inc. | 6,034 | $411.9K | 0.14% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,034 | $411.9K | 0.22% | +10.0% | Added |
| Meridian Wealth Management, LLC | 6,030 | $411.6K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,021 | $411.0K | 0.05% | −99−1.6% | Reduced |
| Garden State Investment Advisory Services LLC | 5,991 | $410.1K | 0.13% | +41+0.7% | Added |
| McDonald Partners LLC | 6,004 | $409.8K | 0.10% | −300−4.8% | Reduced |
| Woodmont Investment Counsel LLC | 6,002 | $409.7K | 0.03% | 00.0% | Unchanged |
| 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 |
| Foundations Investment Advisors, LLC | 5,988 | $408.8K | 0.01% | +209+3.6% | Added |
| Leavell Investment Management, Inc. | 5,927 | $405.8K | 0.02% | +895+17.8% | Added |
| First National Trust Co | 5,943 | $405.7K | 0.02% | −40−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 5,931 | $404.9K | 0.02% | +725+13.9% | Added |
| Founders Financial Alliance, LLC | 5,931 | $404.8K | 0.11% | +12+0.2% | Added |
| Chicago Partners Investment Group LLC | 5,887 | $403.0K | 0.01% | +147+2.6% | Added |
| Howland Capital Management LLC | 5,852 | $400.8K | 0.02% | +316+5.7% | Added |
| Miller Investment Management, LP | 5,840 | $398.6K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,813 | $396.8K | 0.01% | −186−3.1% | Reduced |
| Bailard, Inc. | 5,810 | $396.6K | 0.01% | +3+0.1% | Added |
| KRS Capital Management, LLC | 5,804 | $396.2K | 0.28% | +13+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 5,765 | $393.5K | 0.03% | +35+0.6% | Added |
| Cornerstone Wealth Management, LLC | 5,752 | $392.6K | 0.03% | −250−4.2% | Reduced |
| AA Financial Advisors, LLC | 5,747 | $392.3K | 0.10% | −453−7.3% | Reduced |
| Center For Asset Management LLC | 5,727 | $390.9K | 0.25% | −418−6.8% | Reduced |
| Anchor Investment Management, LLC | 5,722 | $390.6K | 0.04% | −23−0.4% | Reduced |
| Ancora Advisors, LLC | 5,687 | $388.2K | 0.01% | +236+4.3% | Added |
| Colonial Trust Advisors | 5,673 | $387.2K | 0.03% | −750−11.7% | Reduced |
| Howard Capital Management Inc. | 5,635 | $384.6K | 0.01% | +288+5.4% | Added |
| Pinnacle Financial Partners Inc | 5,502 | $382.9K | 0.01% | +71+1.3% | Added |
| Tyche Wealth Partners LLC | 5,609 | $382.8K | 0.08% | +10.0% | Added |
| BSW Wealth Partners | 5,595 | $381.9K | 0.06% | +315+6.0% | Added |
| Peoples Financial Services Corp. | 5,590 | $381.6K | 0.18% | −10−0.2% | Reduced |
| Plato Investment Management Ltd | 5,568 | $381.5K | 0.03% | −4,615−45.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,580 | $380.9K | 0.10% | +74+1.3% | Added |
| Washington Trust Advisors, Inc. | 5,579 | $380.8K | 0.03% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,528 | $378.6K | 0.01% | −5−0.1% | Reduced |
| Horan Securities, Inc. | 5,534 | $377.8K | 0.14% | +20.0% | Added |
| Covenant Asset Management, LLC | 5,500 | $375.4K | 0.08% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5,457 | $372.5K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,456 | $372.3K | 0.04% | +1,430+35.5% | Added |
| Flagship Harbor Advisors, LLC | 5,447 | $371.8K | 0.02% | +301+5.8% | Added |
| New Hampshire Trust | 5,440 | $371.3K | 0.08% | +5+0.1% | Added |
| Banco Santander, S.A. | 5,436 | $371.1K | 0.00% | +2,757+102.9% | Added |
| Philadelphia Trust Co | 5,411 | $369.0K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,401 | $368.7K | 0.02% | +5,401 | New |
| Pittenger & Anderson Inc | 5,390 | $367.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,386 | $367.6K | 0.03% | −23−0.4% | Reduced |
| Equitable Holdings, Inc. | 5,384 | $367.5K | 0.00% | +20+0.4% | Added |
| Arrow Financial Corp | 5,375 | $366.9K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,370 | $366.6K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,365 | $366.2K | 0.02% | −163−2.9% | Reduced |
| Stock Yards Bank & Trust Co | 5,356 | $365.6K | 0.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 5,347 | $365.0K | 0.02% | −12−0.2% | Reduced |
| Twelve Points Wealth Management LLC | 5,339 | $364.4K | 0.10% | −20.0% | Reduced |
| Mutual Advisors, LLC | 5,208 | $363.2K | 0.01% | −276−5.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,303 | $362.0K | 0.03% | −10.0% | Reduced |
| Franklin Street Advisors Inc | 5,271 | $360.0K | 0.02% | −67−1.3% | Reduced |
| New England Capital Financial Advisors LLC | 5,247 | $358.2K | 0.17% | +8+0.2% | Added |
| Capital City Trust Co | 5,211 | $355.7K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,193 | $354.5K | 0.13% | −36−0.7% | Reduced |
| Heritage Trust Co | 5,190 | $354.3K | 0.04% | +5,190 | New |
| Northwest Bancshares, Inc. | 5,181 | $353.7K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,169 | $352.8K | 0.04% | −221−4.1% | 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 |
| Peddock Capital Advisors, LLC | 5,163 | $352.4K | 0.08% | −6−0.1% | Reduced |
| TCG Advisory Services, LLC | 5,160 | $352.2K | 0.01% | −235−4.4% | Reduced |
| Northstar Financial Companies, Inc. | 5,129 | $350.1K | 0.33% | +5,129 | New |
| Court Place Advisors, LLC | 5,106 | $348.6K | 0.11% | −548−9.7% | Reduced |
| Adviser Investments LLC | 5,105 | $348.5K | 0.00% | −2,447−32.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,087 | $347.3K | 0.16% | −74−1.4% | Reduced |
| Cambridge Advisors Inc. | 5,086 | $347.2K | 0.08% | −165−3.1% | Reduced |
| Ted Buchan & Co | 5,070 | $346.1K | 0.16% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 5,064 | $345.5K | 0.01% | +5,064 | New |
| Dynamic Advisor Solutions LLC | 5,052 | $344.9K | 0.01% | −1,748−25.7% | Reduced |
| Founders Capital Management, LLC | 5,050 | $344.7K | 0.06% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 5,038 | $343.9K | 0.02% | −89−1.7% | Reduced |
| Atlantic Trust, LLC | 5,037 | $343.8K | 0.07% | +4+0.1% | Added |
| Massmutual Trust Co FSB | 5,034 | $343.6K | 0.01% | +899+21.7% | Added |
| Custos Family Office, LLC | 5,032 | $343.5K | 0.12% | +5,032 | New |
| Holistic Financial Partners | 5,031 | $343.4K | 0.17% | −11−0.2% | Reduced |
| Sterling Financial Planning, Inc. | 5,027 | $343.1K | 0.13% | +27+0.5% | Added |
| WSFS Capital Management, LLC | 5,017 | $342.4K | 0.02% | −355−6.6% | Reduced |
| 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 |
| Alpha Wealth Funds, LLC | 5,000 | $341.1K | 0.36% | +5,000 | New |
| Canton Hathaway, LLC | 5,000 | $341.0K | 0.09% | +500+11.1% | Added |
| Lowe Brockenbrough & Co Inc | 4,973 | $340.7K | 0.02% | −400−7.4% | Reduced |