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 |
|---|---|---|---|---|---|
| First Financial Corp | 3,868 | $264.0K | 0.12% | +9+0.2% | Added |
| Mairs & Power Inc | 3,867 | $264.0K | 0.00% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 3,813 | $260.3K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,802 | $259.5K | 0.01% | −4,681−55.2% | Reduced |
| Northeast Financial Consultants Inc | 3,801 | $259.5K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 3,800 | $259.4K | 0.04% | −400−9.5% | Reduced |
| Davidson Trust Co | 3,799 | $259.3K | 0.13% | −314−7.6% | Reduced |
| Todd Asset Management LLC | 3,785 | $258.4K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,769 | $257.3K | 0.20% | 00.0% | Unchanged |
| Camden National Bank | 3,769 | $257.3K | 0.04% | +1,163+44.6% | Added |
| Aries Wealth Management | 3,760 | $256.7K | 0.07% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 3,760 | $256.7K | 0.03% | +3,760 | New |
| Leibman Financial Services, Inc. | 3,752 | $256.1K | 0.19% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,740 | $255.3K | 0.12% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 3,726 | $255.2K | 0.12% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,738 | $255.1K | 0.01% | −220−5.6% | Reduced |
| Wingate Wealth Advisors, Inc. | 3,736 | $255.0K | 0.25% | +3,736 | New |
| Acropolis Investment Management, LLC | 3,726 | $254.3K | 0.02% | +10.0% | Added |
| Parcion Private Wealth LLC | 3,700 | $252.6K | 0.02% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,698 | $252.4K | 0.05% | +210+6.0% | Added |
| Kornitzer Capital Management Inc | 3,694 | $252.2K | 0.00% | +30+0.8% | Added |
| Brandywine Oak Private Wealth LLC | 3,678 | $251.1K | 0.02% | +4+0.1% | Added |
| NewEdge Wealth, LLC | 3,644 | $248.7K | 0.00% | +3,644 | New |
| Northstar Asset Management LLC | 3,632 | $247.9K | 0.06% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,629 | $247.7K | 0.01% | +3,629 | New |
| Atlantic Union Bankshares Corp | 3,617 | $246.9K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,612 | $246.6K | 0.00% | −1,266−26.0% | Reduced |
| Skopos Labs, Inc. | 3,611 | $246.4K | 0.07% | +505+16.3% | Added |
| Formidable Asset Management, LLC | 3,609 | $246.3K | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 3,600 | $245.7K | 0.01% | −1,232−25.5% | Reduced |
| Harold Davidson & Associates Inc. | 3,599 | $245.7K | 0.12% | +3,599 | New |
| Moody Lynn & Lieberson, LLC | 3,598 | $245.6K | 0.02% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,572 | $243.8K | 0.04% | −133−3.6% | Reduced |
| Cooper Financial Group | 3,561 | $243.1K | 0.03% | +272+8.3% | Added |
| Blueshift Asset Management, LLC | 3,537 | $241.4K | 0.09% | +3,537 | New |
| Strategic Advisors LLC | 3,526 | $240.7K | 0.04% | +320+10.0% | Added |
| Charter Oak Capital Management, LLC | 3,523 | $240.5K | 0.02% | +7+0.2% | Added |
| Main Street Financial Solutions, LLC | 3,523 | $240.5K | 0.02% | +406+13.0% | Added |
| Belpointe Asset Management LLC | 3,293 | $239.7K | 0.01% | −21−0.6% | Reduced |
| Parkside Financial Bank & Trust | 3,505 | $239.3K | 0.03% | −194−5.2% | Reduced |
| HC Advisors, LLC | 3,502 | $239.0K | 0.19% | +3,502 | New |
| Sentry Investment Management LLC | 3,497 | $239.0K | 0.11% | −569−14.0% | Reduced |
| Aberdeen Wealth Management LLC | 3,500 | $238.9K | 0.16% | −600−14.6% | Reduced |
| West Family Investments, Inc. | 3,500 | $238.9K | 0.08% | −44−1.2% | Reduced |
| Advisory Alpha, LLC | 3,498 | $238.8K | 0.01% | +3,498 | New |
| Ronald Blue Trust, Inc. | 3,475 | $237.2K | 0.00% | −2,483−41.7% | Reduced |
| Trust Point Inc. | 3,467 | $236.7K | 0.02% | −189−5.2% | Reduced |
| Ewa, LLC | 3,466 | $236.6K | 0.09% | −22−0.6% | Reduced |
| Nwam LLC | 3,458 | $236.1K | 0.01% | +51+1.5% | Added |
| Mayflower Financial Advisors, LLC | 3,458 | $236.1K | 0.04% | +20+0.6% | Added |
| Ignite Planners, LLC | 3,403 | $235.7K | 0.05% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 3,452 | $235.6K | 0.04% | +32+0.9% | Added |
| Signature Wealth Management Partners, LLC | 3,450 | $235.5K | 0.16% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 3,438 | $234.7K | 0.12% | +441+14.7% | Added |
| BKM Wealth Management, LLC | 3,433 | $234.3K | 0.10% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,429 | $234.1K | 0.01% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 3,427 | $234.0K | 0.04% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 4,076 | $232.7K | 0.07% | −110−2.6% | Reduced |
| Corton Capital Inc. | 3,400 | $232.1K | 0.13% | +3,400 | New |
| Strengthening Families & Communities, LLC | 3,396 | $232.0K | 0.13% | 00.0% | Unchanged |
| Wynn Capital, LLC | 3,388 | $231.3K | 0.15% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,382 | $230.9K | 0.01% | −27−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 3,381 | $230.8K | 0.01% | +454+15.5% | Added |
| Red Door Wealth Management, LLC | 3,377 | $230.5K | 0.04% | −41−1.2% | Reduced |
| One Charles Private Wealth Services, LLC | 3,366 | $229.8K | 0.08% | +40+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,359 | $229.3K | 0.01% | +5+0.1% | Added |
| Cornerstone Wealth Group, LLC | 3,357 | $229.1K | 0.02% | −858−20.4% | Reduced |
| New Century Financial Group, LLC | 3,304 | $228.8K | 0.10% | +3,304 | New |
| Pines Wealth Management, LLC | 3,418 | $227.3K | 0.10% | +3,418 | New |
| Smithfield Trust Co | 3,325 | $227.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,313 | $226.9K | 0.06% | −31−0.9% | Reduced |
| Phillips Wealth Planners LLC | 3,407 | $226.6K | 0.23% | −13−0.4% | Reduced |
| Optima Capital LLC | 3,290 | $225.3K | 0.16% | +3,290 | New |
| Quent Capital, LLC | 3,299 | $225.2K | 0.02% | +66+2.0% | Added |
| MONECO Advisors, LLC | 3,297 | $225.1K | 0.02% | −785−19.2% | Reduced |
| Cascade Financial Partners, LLC | 3,297 | $225.1K | 0.03% | +200+6.5% | Added |
| L2 Asset Management, LLC | 3,267 | $223.0K | 0.05% | −77−2.3% | Reduced |
| Addison Advisors LLC | 3,265 | $222.9K | 0.06% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,249 | $221.8K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,235 | $220.8K | 0.01% | +167+5.4% | Added |
| Code Waechter LLC | 3,219 | $219.7K | 0.19% | +3,219 | New |
| Whalerock Point Partners, LLC | 3,214 | $219.4K | 0.05% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 3,209 | $219.1K | 0.03% | +10.0% | Added |
| Savvy Advisors, Inc. | 3,205 | $218.8K | 0.03% | +3,205 | New |
| Barnett & Company, Inc. | 3,200 | $218.4K | 0.14% | −121−3.6% | Reduced |
| First Financial Bankshares Inc | 3,200 | $218.4K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 3,192 | $218.0K | 0.01% | −34−1.1% | Reduced |
| Liberty Wealth Management LLC | 3,189 | $217.7K | 0.04% | +5+0.2% | Added |
| Sittner & Nelson, LLC | 3,187 | $217.5K | 0.09% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,179 | $217.0K | 0.06% | +67+2.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 3,175 | $216.7K | 0.14% | 00.0% | Unchanged |
| Associated Banc-Corp | 3,160 | $215.7K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,159 | $215.6K | 0.02% | +17+0.5% | Added |
| Edgemoor Investment Advisors, Inc. | 3,158 | $215.6K | 0.02% | 00.0% | Unchanged |
| Baxter Bros Inc | 3,135 | $214.0K | 0.03% | +6+0.2% | Added |
| Capital Investment Counsel, Inc | 3,131 | $213.7K | 0.03% | +40+1.3% | Added |
| Purkiss Capital Advisors LLC | 3,112 | $212.4K | 0.18% | +3,112 | New |
| Navellier & Associates Inc | 3,110 | $212.3K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,109 | $212.2K | 0.04% | +3,109 | New |
| Sandy Spring Bank | 3,100 | $211.6K | 0.01% | +49+1.6% | Added |