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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 177,423 | $12.1M | 0.08% | −5,341−2.9% | Reduced |
| Peapack Gladstone Financial Corp | 177,228 | $12.1M | 0.18% | +244+0.1% | Added |
| IFM Investors Pty Ltd | 175,772 | $12.0M | 0.12% | −14,214−7.5% | Reduced |
| Scopus Asset Management, L.P. | 175,159 | $12.0M | 0.44% | +30,107+20.8% | Added |
| Janus Henderson Group PLC | 174,741 | $11.9M | 0.01% | −72,242−29.2% | Reduced |
| KBC Group NV | 173,077 | $11.8M | 0.03% | −1,736−1.0% | Reduced |
| Allworth Financial LP | 167,653 | $11.7M | 0.06% | +158,114+1,657.6% | Added |
| Forsta Ap-Fonden | 171,800 | $11.7M | 0.08% | −1,000−0.6% | Reduced |
| AIA Group Ltd | 170,538 | $11.6M | 0.28% | +285+0.2% | Added |
| Amalgamated Bank | 167,332 | $11.4M | 0.09% | −5,107−3.0% | Reduced |
| Cetera Investment Advisers | 166,854 | $11.4M | 0.02% | +10,497+6.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 166,128 | $11.3M | 0.05% | −388,336−70.0% | Reduced |
| Cutler Investment Counsel LLC | 158,137 | $10.8M | 1.35% | −3,185−2.0% | Reduced |
| Janney Montgomery Scott LLC | 157,633 | $10.8M | 0.03% | −5,610−3.4% | Reduced |
| Liontrust Investment Partners LLP | 157,116 | $10.7M | 0.16% | +157,116 | New |
| British Columbia Investment Management Corp | 155,580 | $10.6M | 0.06% | +20,275+15.0% | Added |
| Keybank National Association | 154,122 | $10.5M | 0.04% | −3,329−2.1% | Reduced |
| Windward Capital Management Co | 153,236 | $10.5M | 0.80% | −1,487−1.0% | Reduced |
| Natixis | 151,914 | $10.4M | 0.07% | +79,239+109.0% | Added |
| Blair William & Co | 151,516 | $10.3M | 0.03% | −8,169−5.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 148,117 | $10.3M | 0.79% | +9,332+6.7% | Added |
| M. Kraus & Co | 148,204 | $10.1M | 3.04% | −1,733−1.2% | Reduced |
| Welch & Forbes LLC | 147,716 | $10.1M | 0.13% | −2,957−2.0% | Reduced |
| Somerville Kurt F | 147,645 | $10.1M | 1.69% | +16,363+12.5% | Added |
| Commerce Bank | 146,336 | $9.99M | 0.06% | −1,374−0.9% | Reduced |
| MML Investors Services, LLC | 143,612 | $9.80M | 0.03% | +16,324+12.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 143,000 | $9.76M | 0.08% | +143,000 | New |
| Graham Capital Management, L.P. | 142,538 | $9.73M | 0.30% | −33,197−18.9% | Reduced |
| Temasek Holdings (Private) Ltd | 139,437 | $9.52M | 0.04% | +98,821+243.3% | Added |
| Utah Retirement Systems | 138,904 | $9.48M | 0.10% | +200+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 136,541 | $9.32M | 0.13% | +6,316+4.9% | Added |
| Kanawha Capital Management LLC | 135,995 | $9.28M | 0.73% | +1,515+1.1% | Added |
| Cerity Partners LLC | 130,809 | $9.27M | 0.02% | −6,012−4.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 135,813 | $9.27M | 0.51% | −1,750−1.3% | Reduced |
| Laffer Tengler Investments | 134,916 | $9.21M | 1.81% | +24,504+22.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 133,989 | $9.15M | 0.09% | +4,800+3.7% | Added |
| Churchill Management Corp | 133,832 | $9.14M | 0.10% | −2,272−1.7% | Reduced |
| Gamco Investors, Inc. Et Al | 132,399 | $9.04M | 0.09% | −26,370−16.6% | Reduced |
| CIBC World Markets Corp | 130,689 | $8.92M | 0.05% | +18,387+16.4% | Added |
| Contravisory Investment Management, Inc. | 129,349 | $8.83M | 1.89% | −608−0.5% | Reduced |
| CIBC Asset Management Inc | 129,154 | $8.82M | 0.03% | +5,044+4.1% | Added |
| Schonfeld Strategic Advisors LLC | 126,874 | $8.66M | 0.05% | +54,473+75.2% | Added |
| New York Life Investment Management LLC | 124,581 | $8.50M | 0.08% | +510.0% | Added |
| Pathstone Holdings, LLC | 124,055 | $8.47M | 0.04% | +5,779+4.9% | Added |
| Truist Financial Corp | 123,654 | $8.44M | 0.01% | −7,027−5.4% | Reduced |
| Toroso Investments, LLC | 123,471 | $8.43M | 0.07% | +72,546+142.5% | Added |
| Meyer Handelman Co | 123,280 | $8.42M | 0.29% | −2,725−2.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 121,902 | $8.32M | 0.08% | +121,902 | New |
| State of Alaska, Department of Revenue | 120,920 | $8.25M | 0.09% | −2,420−2.0% | Reduced |
| ProShare Advisors LLC | 120,809 | $8.25M | 0.02% | +14,473+13.6% | Added |
| Xponance, Inc. | 120,262 | $8.21M | 0.07% | +5,871+5.1% | Added |
| Lincoln Capital LLC | 119,065 | $8.13M | 1.71% | +2,921+2.5% | Added |
| CIBC World Markets Inc. | 118,995 | $8.12M | 0.02% | +27,943+30.7% | Added |
| Alpine Woods Capital Investors, LLC | 118,674 | $8.10M | 1.54% | −21,365−15.3% | Reduced |
| Shelton Capital Management | 116,002 | $7.92M | 0.20% | −213−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 115,667 | $7.90M | 0.39% | +278+0.2% | Added |
| Abn Amro Investment Solutions | 113,657 | $7.76M | 0.14% | +2,714+2.4% | Added |
| Close Asset Management Ltd | 112,988 | $7.72M | 0.22% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 111,900 | $7.64M | 0.02% | +14,037+14.3% | Added |
| NorthCrest Asset Manangement, LLC | 111,443 | $7.61M | 0.23% | −4,351−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 111,270 | $7.60M | 0.07% | +557+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 110,911 | $7.57M | 0.23% | +105,047+1,791.4% | Added |
| Colony Group, LLC | 110,646 | $7.55M | 0.02% | +23,947+27.6% | Added |
| D.A. Davidson & Co. | 110,172 | $7.52M | 0.06% | −120−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 109,757 | $7.51M | 0.01% | −11,425−9.4% | Reduced |
| Public Employees Retirement Association of Colorado | 110,030 | $7.51M | 0.03% | −3,056−2.7% | Reduced |
| Polar Capital Holdings Plc | 109,500 | $7.47M | 0.04% | +37,700+52.5% | Added |
| AXA S.A. | 108,405 | $7.40M | 0.02% | −124,183−53.4% | Reduced |
| Telos Capital Management, Inc. | 108,236 | $7.39M | 0.79% | −1,817−1.7% | Reduced |
| Daiwa Securities Group Inc. | 107,827 | $7.36M | 0.03% | +7,387+7.4% | Added |
| GPM Growth Investors, Inc. | 107,559 | $7.34M | 3.10% | −443−0.4% | Reduced |
| Public Sector Pension Investment Board | 107,417 | $7.33M | 0.03% | +67,132+166.6% | Added |
| ING Groep NV | 106,573 | $7.27M | 0.05% | +91,790+620.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 105,948 | $7.23M | 1.37% | −6,588−5.9% | Reduced |
| Bank of Nova Scotia | 105,912 | $7.23M | 0.01% | +5,024+5.0% | Added |
| Yousif Capital Management, LLC | 105,009 | $7.17M | 0.08% | −4,282−3.9% | Reduced |
| Letson Investment Management, Inc. | 105,002 | $7.17M | 2.90% | +274+0.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 103,822 | $7.10M | 1.71% | +30,711+42.0% | Added |
| USS Investment Management Ltd | 103,477 | $7.07M | 0.05% | −41,148−28.5% | Reduced |
| Sagefield Capital LP | 102,970 | $7.03M | 0.76% | −860−0.8% | Reduced |
| Riverview Capital Advisers, LLC | 102,866 | $7.02M | 2.12% | −299−0.3% | Reduced |
| Ethic Inc. | 102,174 | $6.97M | 0.14% | +3,077+3.1% | Added |
| Jones Financial Companies LLLP | 101,912 | $6.96M | 0.01% | +45,350+80.2% | Added |
| Kestra Advisory Services, LLC | 101,666 | $6.94M | 0.04% | +7,304+7.7% | Added |
| Puzo Michael J | 101,577 | $6.93M | 1.94% | +14,088+16.1% | Added |
| Bahl & Gaynor Inc | 100,696 | $6.87M | 0.04% | +744+0.7% | Added |
| Nissay Asset Management Corp | 99,334 | $6.84M | 0.04% | −1,095−1.1% | Reduced |
| Mutual of America Capital Management LLC | 99,976 | $6.82M | 0.07% | −3,426−3.3% | Reduced |
| CapWealth Advisors, LLC | 99,876 | $6.82M | 0.75% | −357−0.4% | Reduced |
| Twin Tree Management, LP | 99,248 | $6.77M | 0.16% | +99,247+9,924,700.0% | Added |
| Allianz Asset Management GmbH | 98,168 | $6.70M | 0.01% | +4,007+4.3% | Added |
| Hall Laurie J Trustee | 97,355 | $6.64M | 2.18% | −3,935−3.9% | Reduced |
| Tufton Capital Management | 97,191 | $6.63M | 1.25% | −334−0.3% | Reduced |
| IFP Advisors, Inc | 96,619 | $6.60M | 0.22% | −1,111−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 96,391 | $6.58M | 0.02% | −3,653−3.7% | Reduced |
| Baker Ellis Asset Management LLC | 96,338 | $6.58M | 0.97% | −1,568−1.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 96,127 | $6.56M | 0.01% | +4,002+4.3% | Added |
| Welch Group, LLC | 95,071 | $6.49M | 0.29% | +2,647+2.9% | Added |
| JustInvest LLC | 94,126 | $6.43M | 0.10% | −3,647−3.7% | Reduced |
| American Century Companies Inc | 93,610 | $6.39M | 0.00% | +923+1.0% | Added |