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 |
|---|---|---|---|---|---|
| Woodline Partners LP | 93,409 | $6.38M | 0.04% | +93,409 | New |
| Captrust Financial Advisors | 93,383 | $6.37M | 0.02% | +1,107+1.2% | Added |
| Wesleyan Assurance Society | 92,200 | $6.30M | 0.48% | −4,000−4.2% | Reduced |
| Parsons Capital Management Inc | 92,041 | $6.28M | 0.34% | +19,217+26.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 91,514 | $6.25M | 0.06% | +7,680+9.2% | Added |
| Avantax Advisory Services, Inc. | 91,180 | $6.22M | 0.04% | +7,432+8.9% | Added |
| Clifford Swan Investment Counsel LLC | 91,145 | $6.22M | 0.22% | −262−0.3% | Reduced |
| Davenport & Co LLC | 90,800 | $6.20M | 0.04% | −352−0.4% | Reduced |
| Evoke Wealth, LLC | 90,089 | $6.17M | 0.17% | −5,212−5.5% | Reduced |
| HM Payson & Co | 89,778 | $6.13M | 0.10% | −571−0.6% | Reduced |
| Fifth Third Bancorp | 89,708 | $6.12M | 0.02% | −2,226−2.4% | Reduced |
| Pacer Advisors, Inc. | 89,539 | $6.11M | 0.01% | +10,313+13.0% | Added |
| Regions Financial Corp | 89,420 | $6.10M | 0.04% | +6,470+7.8% | Added |
| Wealthfront Advisers LLC | 88,563 | $6.05M | 0.02% | +4,389+5.2% | Added |
| Broderick Brian C | 88,162 | $6.02M | 1.18% | −2,410−2.7% | Reduced |
| Fiduciary Trust Co | 88,103 | $6.01M | 0.08% | +3,267+3.9% | Added |
| Eisler Capital Management Ltd. | 87,929 | $6.00M | 0.20% | +87,929 | New |
| Capital Management Corp | 86,909 | $5.93M | 1.06% | −14,940−14.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 85,179 | $5.86M | 0.02% | +17,861+26.5% | Added |
| Kidder Stephen W | 84,190 | $5.75M | 1.73% | +12,645+17.7% | Added |
| Candriam Luxembourg S.C.A. | 83,924 | $5.73M | 0.03% | +825+1.0% | Added |
| Glenmede Trust Co NA | 83,369 | $5.69M | 0.03% | −17,701−17.5% | Reduced |
| Fayez Sarofim & Co | 82,516 | $5.63M | 0.01% | −201−0.2% | Reduced |
| Fieldview Capital Management, LLC | 80,915 | $5.52M | 0.85% | +80,915 | New |
| Rafferty Asset Management, LLC | 80,626 | $5.50M | 0.02% | +6,127+8.2% | Added |
| AdvisorNet Financial, Inc | 80,226 | $5.48M | 0.46% | −7,322−8.4% | Reduced |
| Canada Pension Plan Investment Board | 79,500 | $5.43M | 0.01% | −225,997−74.0% | Reduced |
| Pegasus Asset Management, Inc. | 79,386 | $5.42M | 2.04% | −185−0.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 79,124 | $5.40M | 0.11% | +2,326+3.0% | Added |
| Mizuho Securities USA LLC | 79,084 | $5.40M | 0.10% | +24,643+45.3% | Added |
| Elo Mutual Pension Insurance Co | 77,069 | $5.26M | 0.11% | −4,739−5.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 76,526 | $5.22M | 0.20% | −658−0.9% | Reduced |
| Avanza Fonder AB | 76,461 | $5.22M | 0.15% | +76,461 | New |
| Private Advisor Group, LLC | 75,269 | $5.14M | 0.03% | −836−1.1% | Reduced |
| Clearbridge Investments, LLC | 75,155 | $5.13M | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 74,771 | $5.12M | 0.51% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 73,266 | $5.00M | 0.05% | +5,994+8.9% | Added |
| Ferguson Wellman Capital Management, Inc | 72,842 | $4.97M | 0.09% | −853−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 72,270 | $4.93M | 0.04% | +11,565+19.1% | Added |
| Snowden Capital Advisors LLC | 71,861 | $4.92M | 0.15% | +232+0.3% | Added |
| Oregon Public Employees Retirement Fund | 71,528 | $4.88M | 0.09% | −300−0.4% | Reduced |
| Sanctuary Advisors, LLC | 72,289 | $4.77M | 0.03% | +1,910+2.7% | Added |
| Family Capital Trust Co | 69,155 | $4.72M | 1.60% | −4,761−6.4% | Reduced |
| Stephens Inc | 68,857 | $4.70M | 0.07% | −3,527−4.9% | Reduced |
| Oppenheimer & Co Inc | 68,776 | $4.69M | 0.07% | +2,966+4.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 68,555 | $4.68M | 0.77% | 00.0% | Unchanged |
| Nordea Investment Management AB | 67,949 | $4.66M | 0.00% | +6,365+10.3% | Added |
| FORA Capital, LLC | 67,976 | $4.64M | 0.53% | +43,537+178.1% | Added |
| FIL Ltd | 67,945 | $4.64M | 0.00% | +9,540+16.3% | Added |
| Trexquant Investment LP | 67,219 | $4.59M | 0.05% | −93,257−58.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,448 | $4.58M | 0.05% | −9,179−12.1% | Reduced |
| Patten Group, Inc. | 66,287 | $4.52M | 1.00% | −639−1.0% | Reduced |
| Richard Bernstein Advisors LLC | 66,032 | $4.51M | 0.10% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 65,465 | $4.47M | 0.31% | −18,260−21.8% | Reduced |
| Legacy CG, LLC | 65,392 | $4.46M | 1.37% | −8,836−11.9% | Reduced |
| Gulf International Bank (UK) Ltd | 65,293 | $4.46M | 0.11% | −662−1.0% | Reduced |
| Quantinno Capital Management LP | 65,097 | $4.44M | 0.04% | +17,191+35.9% | Added |
| Circle Wealth Management, LLC | 64,976 | $4.44M | 0.09% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 64,669 | $4.41M | 0.01% | −84,695−56.7% | Reduced |
| Dearborn Partners LLC | 64,422 | $4.40M | 0.18% | −730−1.1% | Reduced |
| Cohen Capital Management, Inc. | 63,834 | $4.36M | 0.73% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 62,261 | $4.25M | 0.18% | −332−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 62,006 | $4.23M | 0.04% | −784−1.2% | Reduced |
| RSM US Wealth Management LLC | 62,023 | $4.23M | 0.06% | −1,373−2.2% | Reduced |
| UniSuper Management Pty Ltd | 61,648 | $4.21M | 0.03% | +13,741+28.7% | Added |
| Benjamin Edwards Inc | 61,554 | $4.20M | 0.06% | −6,034−8.9% | Reduced |
| Brasada Capital Management, LP | 62,287 | $4.20M | 0.75% | +1,996+3.3% | Added |
| NBT Bank N A | 60,674 | $4.14M | 0.29% | +107+0.2% | Added |
| Tower View Investment Management & Research LLC | 60,654 | $4.14M | 2.19% | +1,166+2.0% | Added |
| CWM, LLC | 59,776 | $4.08M | 0.02% | −253−0.4% | Reduced |
| LRI Investments, LLC | 58,794 | $4.01M | 0.39% | +297+0.5% | Added |
| Canandaigua National Bank & Trust Co | 58,536 | $4.00M | 0.39% | −593−1.0% | Reduced |
| Souders Financial Advisors | 58,265 | $3.98M | 0.56% | −19,747−25.3% | Reduced |
| Huntington National Bank | 57,790 | $3.94M | 0.03% | +2,007+3.6% | Added |
| Kentucky Retirement Systems | 57,694 | $3.94M | 0.12% | −794−1.4% | Reduced |
| Harmony Asset Management LLC | 57,657 | $3.94M | 1.56% | +601+1.1% | Added |
| Occudo Quantitative Strategies LP | 56,657 | $3.87M | 0.70% | +56,657 | New |
| Cary Street Partners Financial LLC | 56,647 | $3.87M | 0.13% | +56,647 | New |
| JB Capital LLC | 56,473 | $3.85M | 0.22% | +176+0.3% | Added |
| Delta Capital Management LLC | 56,055 | $3.83M | 2.19% | +140+0.3% | Added |
| Synovus Financial Corp | 56,004 | $3.82M | 0.05% | −105−0.2% | Reduced |
| Empowered Funds, LLC | 55,962 | $3.82M | 0.06% | +7,358+15.1% | Added |
| Brookfield Asset Management Inc. | 54,921 | $3.75M | 0.02% | −1,131−2.0% | Reduced |
| Pinebridge Investments, L.P. | 54,496 | $3.72M | 0.03% | −185,948−77.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 54,386 | $3.71M | 0.00% | −83,821−60.6% | Reduced |
| Brown Brothers Harriman & Co | 53,490 | $3.65M | 0.03% | +44+0.1% | Added |
| Evercore Wealth Management, LLC | 53,335 | $3.64M | 0.05% | −1,000−1.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 52,914 | $3.61M | 0.10% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 52,636 | $3.59M | 0.18% | +52,636 | New |
| Gilman Hill Asset Management, LLC | 52,549 | $3.59M | 0.62% | +1,551+3.0% | Added |
| Westport Asset Management Inc | 52,400 | $3.58M | 1.71% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 52,372 | $3.57M | 0.11% | +5,368+11.4% | Added |
| Hartford Investment Management Co | 51,640 | $3.52M | 0.12% | −1,273−2.4% | Reduced |
| NEOS Investment Management LLC | 51,487 | $3.51M | 0.08% | +12,343+31.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 51,432 | $3.51M | 0.02% | +44,105+602.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 50,087 | $3.42M | 0.04% | −10,009−16.7% | Reduced |
| ABN AMRO Bank N.V. | 48,820 | $3.30M | 0.04% | +5,935+13.8% | Added |
| Verition Fund Management LLC | 48,232 | $3.29M | 0.02% | −230,337−82.7% | Reduced |
| Tower Research Capital LLC (TRC) | 47,997 | $3.28M | 0.07% | +21,172+78.9% | Added |
| Mfg Wealth Management, Inc. | 47,966 | $3.27M | 3.00% | +47,966 | New |