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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 4,990 | $340.6K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,963 | $338.8K | 0.04% | +1,697+52.0% | Added |
| Clear Harbor Asset Management, LLC | 4,949 | $337.8K | 0.03% | −300−5.7% | Reduced |
| Catalina Capital Group, LLC | 4,929 | $336.4K | 0.11% | +172+3.6% | Added |
| Conning Inc. | 4,901 | $334.5K | 0.01% | −295−5.7% | Reduced |
| PKS Advisory Services, LLC | 4,895 | $334.1K | 0.09% | +4,895 | New |
| Gallagher Fiduciary Advisors, LLC | 4,879 | $333.0K | 0.07% | +663+15.7% | Added |
| West Oak Capital, LLC | 4,875 | $332.8K | 0.12% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,853 | $331.3K | 0.01% | +561+13.1% | Added |
| Ostrum Asset Management | 4,850 | $331.1K | 0.03% | −200−4.0% | Reduced |
| GSB Wealth Management, LLC | 4,827 | $329.5K | 0.09% | +20.0% | Added |
| Endowment Wealth Management, Inc. | 4,797 | $327.5K | 0.22% | −179−3.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,796 | $327.4K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 4,793 | $327.2K | 0.06% | +555+13.1% | Added |
| Valmark Advisers, Inc. | 4,774 | $325.9K | 0.01% | +876+22.5% | Added |
| Meridian Investment Counsel Inc. | 4,742 | $323.7K | 0.10% | 00.0% | Unchanged |
| Fire Capital Management LLC | 4,692 | $320.3K | 0.24% | +4,692 | New |
| Newman Dignan & Sheerar, Inc. | 4,680 | $319.5K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,667 | $318.6K | 0.04% | −50−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 4,652 | $317.6K | 0.01% | +425+10.1% | Added |
| Isthmus Partners, LLC | 4,645 | $317.1K | 0.04% | +4,645 | New |
| Ironwood Investment Counsel, LLC | 4,631 | $316.1K | 0.05% | −409−8.1% | Reduced |
| DF Dent & Co Inc | 4,617 | $315.2K | 0.00% | −8−0.2% | Reduced |
| Carolinas Wealth Consulting LLC | 4,577 | $313.5K | 0.06% | −273−5.6% | Reduced |
| Clarius Group, LLC | 4,585 | $313.0K | 0.02% | −272−5.6% | 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 |
| Thomasville National Bank | 4,548 | $310.4K | 0.02% | −273−5.7% | Reduced |
| Childress Capital Advisors, LLC | 4,537 | $309.7K | 0.09% | −16−0.4% | Reduced |
| Tennessee Valley Asset Management Partners | 4,520 | $308.5K | 0.05% | +234+5.5% | Added |
| 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 |
| Financial Engines Advisors L.L.C. | 4,491 | $306.6K | 0.00% | +4,491 | New |
| HCR Wealth Advisors | 4,478 | $305.7K | 0.04% | −2,000−30.9% | Reduced |
| Los Angeles Capital Management LLC | 4,475 | $305.5K | 0.00% | −533,309−99.2% | Reduced |
| Journey Advisory Group, LLC | 4,840 | $305.3K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,473 | $305.3K | 0.00% | +161+3.7% | Added |
| 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 |
| Stratos Wealth Advisors, LLC | 4,450 | $303.8K | 0.01% | −433−8.9% | Reduced |
| Crawford Investment Counsel Inc | 4,447 | $303.6K | 0.01% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 4,429 | $302.3K | 0.03% | +4,429 | New |
| Sentry LLC | 4,410 | $301.0K | 0.06% | −250−5.4% | Reduced |
| Dorchester Wealth Management Co | 4,390 | $299.7K | 0.06% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,375 | $298.6K | 0.02% | +418+10.6% | Added |
| Legacy Bridge, LLC | 4,363 | $297.8K | 0.16% | 00.0% | Unchanged |
| BIP Wealth, LLC | 4,345 | $296.6K | 0.02% | −830−16.0% | Reduced |
| Sheets Smith Wealth Management | 4,343 | $296.4K | 0.04% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,341 | $296.3K | 0.01% | +188+4.5% | Added |
| TFC Financial Management | 4,330 | $295.6K | 0.05% | +428+11.0% | Added |
| Proequities, Inc. | 4,206 | $295.5K | 0.02% | −55−1.3% | Reduced |
| Grandfield & Dodd, LLC | 4,328 | $295.4K | 0.02% | −28−0.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 4,326 | $295.3K | 0.16% | +4,326 | New |
| Texas Yale Capital Corp. | 4,318 | $294.7K | 0.01% | +670+18.4% | Added |
| Aveo Capital Partners, LLC | 4,313 | $294.4K | 0.03% | −363−7.8% | Reduced |
| World Equity Group, Inc. | 4,288 | $292.7K | 0.06% | +19+0.4% | Added |
| Northwest Financial Advisors | 4,283 | $292.3K | 0.24% | +10+0.2% | Added |
| Capital Advantage, Inc. | 4,281 | $292.2K | 0.05% | +4,281 | New |
| Ausdal Financial Partners, Inc. | 4,280 | $292.1K | 0.03% | +1,750+69.2% | Added |
| Legacy Advisors, LLC | 4,276 | $291.9K | 0.03% | +448+11.7% | Added |
| First Affirmative Financial Network | 4,264 | $291.1K | 0.17% | −28−0.7% | Reduced |
| Thoroughbred Financial Services, LLC | 4,243 | $289.0K | 0.02% | +10.0% | Added |
| Hancock Whitney Corp | 4,227 | $288.5K | 0.01% | −100−2.3% | Reduced |
| Pavion Blue Capital, LLC | 4,219 | $288.0K | 0.14% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 4,214 | $287.6K | 0.20% | +4,214 | New |
| Independence Bank of Kentucky | 4,206 | $287.1K | 0.04% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 4,194 | $286.3K | 0.10% | +4,194 | New |
| Radnor Capital Management, LLC | 4,192 | $286.0K | 0.05% | −450−9.7% | Reduced |
| CWA Asset Management Group, LLC | 4,185 | $285.7K | 0.01% | +811+24.0% | Added |
| Moss Adams Wealth Advisors LLC | 4,170 | $285.6K | 0.03% | +81+2.0% | Added |
| US Financial Advisors, LLC | 4,183 | $285.5K | 0.09% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 4,004 | $282.5K | 0.03% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 4,137 | $282.4K | 0.04% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 4,116 | $281.0K | 0.01% | +951+30.0% | Added |
| Premier Path Wealth Partners, LLC | 4,114 | $280.8K | 0.04% | +68+1.7% | Added |
| Montis Financial, LLC | 4,095 | $279.5K | 0.09% | +300+7.9% | Added |
| Sovereign Financial Group, Inc. | 4,091 | $279.3K | 0.06% | −9−0.2% | Reduced |
| Chicago Trust Co NA | 4,089 | $279.1K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 4,076 | $278.2K | 0.01% | −3,002−42.4% | Reduced |
| Federated Hermes, Inc. | 4,069 | $277.8K | 0.00% | +1,570+62.8% | Added |
| MSH Capital Advisors LLC | 4,050 | $276.5K | 0.09% | −400−9.0% | Reduced |
| D'Orazio & Associates, Inc. | 4,046 | $276.2K | 0.04% | −16−0.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,044 | $276.0K | 0.02% | +20+0.5% | Added |
| Adirondack Trust Co | 4,028 | $274.9K | 0.10% | −450−10.0% | Reduced |
| Plan A Wealth LLC | 4,017 | $274.2K | 0.25% | +4,017 | New |
| Transform Wealth, LLC | 4,002 | $274.1K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,015 | $274.1K | 0.06% | +20.0% | Added |
| Challenger Wealth Management | 4,000 | $273.0K | 0.24% | +4,000 | New |
| Pensionmark Financial Group, LLC | 3,991 | $272.4K | 0.01% | +3,991 | New |
| Cape Cod Five Cents Savings Bank | 3,377 | $271.8K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,973 | $271.2K | 0.02% | −446−10.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,962 | $270.5K | 0.04% | −592−13.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,950 | $269.6K | 0.04% | +656+19.9% | Added |
| Wescott Financial Advisory Group, LLC | 3,943 | $269.1K | 0.03% | +144+3.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,938 | $268.8K | 0.03% | 00.0% | Unchanged |
| Marathon Capital Management | 3,926 | $268.0K | 0.07% | +10.0% | Added |
| Oxford Asset Management LLP | 3,903 | $266.4K | 0.12% | +3,903 | New |
| Grove Bank & Trust | 3,890 | $265.5K | 0.04% | +104+2.7% | Added |
| Bridgewater Associates, LP | 3,889 | $265.5K | 0.00% | +3,889 | New |
| DRW Securities, LLC | 3,882 | $265.0K | 0.02% | −5,413−58.2% | Reduced |