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 |
|---|---|---|---|---|---|
| Eagle Ridge Investment Management | 3,096 | $211.3K | 0.02% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,097 | $211.0K | 0.01% | −72−2.3% | Reduced |
| Claret Asset Management Corp | 3,092 | $211.0K | 0.03% | +21+0.7% | Added |
| Hummer Financial Advisory Services Inc | 3,076 | $210.7K | 0.17% | +3,076 | New |
| Matthew Goff Investment Advisor, LLC | 3,084 | $210.5K | 0.04% | −126−3.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,083 | $210.4K | 0.07% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,078 | $210.1K | 0.05% | −2,562−45.4% | Reduced |
| Baker Boyer National Bank | 3,062 | $209.0K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,063 | $209.0K | 0.08% | −231−7.0% | Reduced |
| WoodTrust Financial Corp | 3,040 | $208.0K | 0.03% | 00.0% | Unchanged |
| Stance Capital LLC | 3,047 | $208.0K | 0.13% | +3,047 | New |
| Davis R M Inc | 3,037 | $207.3K | 0.00% | +495+19.5% | Added |
| Elevate Wealth Advisory, Inc | 3,014 | $206.4K | 0.15% | +4+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 3,022 | $206.3K | 0.10% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,020 | $206.0K | 0.07% | −105−3.4% | Reduced |
| SOL Capital Management CO | 3,015 | $206.0K | 0.02% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,017 | $205.9K | 0.04% | +3+0.1% | Added |
| Promethium Advisors,llc | 3,000 | $205.5K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,008 | $205.4K | 0.01% | +267+9.7% | Added |
| Sanders Morris Harris LLC | 3,000 | $204.8K | 0.03% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 3,000 | $204.8K | 0.08% | 00.0% | Unchanged |
| Morton Capital Management LLC | 2,993 | $204.3K | 0.04% | +10.0% | Added |
| Confluence Wealth Services, Inc. | 2,921 | $204.1K | 0.01% | −23−0.8% | Reduced |
| Spears Abacus Advisors LLC | 2,976 | $203.1K | 0.00% | +12+0.4% | Added |
| Baker Avenue Asset Management, LP | 2,964 | $202.3K | 0.01% | −321−9.8% | Reduced |
| Empower Advisory Group, LLC | 2,962 | $202.2K | 0.00% | +177+6.4% | Added |
| Ritholtz Wealth Management | 2,961 | $202.1K | 0.01% | −77−2.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,950 | $201.4K | 0.12% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 2,943 | $200.9K | 0.08% | +2,943 | New |
| Bank of New Hampshire | 2,940 | $200.7K | 0.05% | −22−0.7% | Reduced |
| East Coast Asset Management, LLC. | 2,940 | $200.7K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,920 | $199.2K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,918 | $199.2K | 0.02% | −90−3.0% | Reduced |
| AllSquare Wealth Management LLC | 2,863 | $195.4K | 0.11% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,818 | $192.3K | 0.01% | −238−7.8% | Reduced |
| Deseret Mutual Benefit Administrators | 2,801 | $191.2K | 0.09% | +19+0.7% | Added |
| Quest Partners LLC | 2,797 | $190.9K | 0.03% | −1,839−39.7% | Reduced |
| Atlas Capital Advisors LLC | 2,728 | $186.2K | 0.02% | +2,700+9,642.9% | Added |
| Creative Capital Management Investments LLC | 2,708 | $184.8K | 0.08% | 00.0% | Unchanged |
| Financial Life Planners | 2,680 | $182.9K | 0.15% | +2,680 | New |
| Cromwell Holdings LLC | 2,581 | $176.8K | 0.10% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,572 | $176.0K | 0.03% | +150+6.2% | Added |
| Stephenson National Bank & Trust | 2,523 | $172.2K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 2,411 | $164.6K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,408 | $164.4K | 0.01% | +149+6.6% | Added |
| Citizens National Bank Trust Department | 2,405 | $164.2K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,402 | $164.0K | 0.01% | +35+1.5% | Added |
| Logan Capital Management Inc | 2,354 | $160.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,322 | $158.5K | 0.02% | +2+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $157.8K | 0.01% | −16−0.7% | Reduced |
| HHM Wealth Advisors, LLC | 2,279 | $155.6K | 0.02% | +39+1.7% | Added |
| Provenance Wealth Advisors, LLC | 2,259 | $154.2K | 0.02% | −7,689−77.3% | Reduced |
| Capital Advisors, Ltd. LLC | 2,258 | $154.0K | 0.02% | −10−0.4% | Reduced |
| Gables Capital Management Inc. | 2,250 | $153.6K | 0.07% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,232 | $152.4K | 0.02% | +105+4.9% | Added |
| Bangor Savings Bank | 2,225 | $151.9K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,225 | $151.9K | 0.16% | +2,225 | New |
| Adalta Capital Management LLC | 2,184 | $149.6K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,135 | $145.7K | 0.02% | +248+13.1% | Added |
| JFS Wealth Advisors, LLC | 2,130 | $145.4K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 2,116 | $144.4K | 0.09% | +5+0.2% | Added |
| Capital Analysts, LLC | 2,097 | $143.0K | 0.01% | +127+6.4% | Added |
| Ulland Investment Advisors, LLC | 2,084 | $142.0K | 0.09% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,075 | $141.6K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,050 | $139.9K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,049 | $139.9K | 0.03% | −133−6.1% | Reduced |
| Synergy Investment Management, LLC | 2,025 | $138.2K | 0.06% | +2,025 | New |
| Wellington Shields & Co., LLC | 2,000 | $136.5K | 0.04% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 2,000 | $136.5K | 2.60% | +2,000 | New |
| Clean Yield Group | 1,974 | $134.7K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 1,952 | $133.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,851 | $126.0K | 0.00% | −249,375−99.3% | Reduced |
| Eagle Bay Advisors LLC | 1,834 | $125.6K | 0.08% | −140−7.1% | Reduced |
| First Command Advisory Services, Inc. | 1,827 | $124.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,790 | $122.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,715 | $117.1K | 0.01% | −51−2.9% | Reduced |
| Rise Advisors, LLC | 1,705 | $116.4K | 0.06% | +3+0.2% | Added |
| Mendota Financial Group, LLC | 1,679 | $114.6K | 0.07% | −549−24.6% | Reduced |
| Hilltop National Bank | 1,667 | $113.8K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,644 | $112.0K | 0.01% | −1,545−48.4% | Reduced |
| Hopwood Financial Services, Inc. | 1,628 | $111.1K | 0.08% | +1,628 | New |
| Coppell Advisory Solutions LLC | 1,623 | $110.7K | 0.02% | +404+33.1% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,600 | $109.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,584 | $108.2K | 0.02% | +407+34.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,548 | $105.6K | 0.04% | +3+0.2% | Added |
| Pacifica Partners Inc. | 1,533 | $104.8K | 0.05% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,506 | $102.8K | 0.04% | +1,034+219.1% | Added |
| Paradigm Asset Management Co LLC | 1,500 | $102.4K | 0.03% | −1,100−42.3% | Reduced |
| ESL Trust Services, LLC | 1,500 | $102.4K | 0.02% | +1,500 | New |
| Sawyer & Company, Inc | 1,500 | $102.0K | 0.04% | +1,439+2,359.0% | Added |
| First Community Trust NA | 1,472 | $100.5K | 0.07% | +122+9.0% | Added |
| Bellevue Asset Management, LLC | 1,432 | $97.7K | 0.05% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,431 | $97.7K | 0.00% | +1,431 | New |
| Cassady Schiller Wealth Management, LLC | 1,431 | $97.7K | 0.04% | +32+2.3% | Added |
| POM Investment Strategies, LLC | 1,425 | $97.3K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,423 | $97.1K | 0.00% | −133−8.5% | Reduced |
| Old Second National Bank of Aurora | 1,420 | $96.9K | 0.02% | −380−21.1% | Reduced |
| Fedenia Advisers LLC | 1,420 | $96.9K | 0.06% | +1,420 | New |
| Oakmont Corp | 1,413 | $96.5K | 0.02% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,393 | $95.1K | 0.05% | +1,393 | New |