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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 47,923 | $3.27M | 0.01% | +42,494+782.7% | Added |
| Silvercrest Asset Management Group LLC | 47,606 | $3.25M | 0.02% | −375−0.8% | Reduced |
| Notis-McConarty Edward | 47,260 | $3.23M | 1.56% | +3,935+9.1% | Added |
| North Star Investment Management Corp. | 46,800 | $3.19M | 0.22% | +500+1.1% | Added |
| New England Research & Management, Inc. | 46,700 | $3.19M | 1.62% | +175+0.4% | Added |
| MAI Capital Management | 46,660 | $3.19M | 0.02% | +11,516+32.8% | Added |
| Federation des caisses Desjardins du Quebec | 46,580 | $3.18M | 0.02% | +13,292+39.9% | Added |
| Heritage Investors Management Corp | 46,421 | $3.17M | 0.10% | −1,429−3.0% | Reduced |
| YHB Investment Advisors, Inc. | 46,105 | $3.15M | 0.26% | −338−0.7% | Reduced |
| Wesbanco Bank Inc | 45,670 | $3.12M | 0.11% | −1,859−3.9% | Reduced |
| Cohen Klingenstein LLC | 45,668 | $3.12M | 0.11% | −11,614−20.3% | Reduced |
| Savant Capital, LLC | 45,501 | $3.11M | 0.02% | −4,755−9.5% | Reduced |
| Argent Trust Co | 45,473 | $3.10M | 0.13% | −294−0.6% | Reduced |
| AQR Capital Management LLC | 45,025 | $3.07M | 0.00% | +6,862+18.0% | Added |
| Louisiana State Employees Retirement System | 44,900 | $3.06M | 0.06% | −2,400−5.1% | Reduced |
| Securian Asset Management, Inc | 44,845 | $3.06M | 0.09% | −1,589−3.4% | Reduced |
| Maryland State Retirement & Pension System | 44,802 | $3.06M | 0.07% | −3,234−6.7% | Reduced |
| Venture Visionary Partners LLC | 44,496 | $3.04M | 0.13% | −106−0.2% | Reduced |
| Delaney Dennis R | 44,080 | $3.01M | 1.58% | +6,114+16.1% | Added |
| Change Path, LLC | 43,365 | $2.96M | 0.09% | −40.0% | Reduced |
| AMG National Trust Bank | 42,835 | $2.92M | 0.08% | −48−0.1% | Reduced |
| Sargent Investment Group, LLC | 43,237 | $2.90M | 0.47% | −1,467−3.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 41,900 | $2.86M | 0.85% | +80+0.2% | Added |
| Merit Financial Group, LLC | 41,867 | $2.86M | 0.05% | +4,656+12.5% | Added |
| Cacti Asset Management LLC | 41,740 | $2.85M | 0.22% | −1,750−4.0% | Reduced |
| Essex Financial Services, Inc. | 41,605 | $2.84M | 0.20% | −30−0.1% | Reduced |
| Thrivent Financial for Lutherans | 40,599 | $2.79M | 0.01% | −1,835−4.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 40,800 | $2.78M | 0.07% | −638−1.5% | Reduced |
| Beacon Pointe Advisors, LLC | 40,769 | $2.78M | 0.03% | +899+2.3% | Added |
| GWM Advisors LLC | 40,714 | $2.78M | 0.02% | +4,525+12.5% | Added |
| Allianz SE | 40,694 | $2.78M | 0.07% | 00.0% | Unchanged |
| Atria Investments LLC | 40,549 | $2.77M | 0.03% | −415−1.0% | Reduced |
| New Mexico Educational Retirement Board | 40,017 | $2.73M | 0.09% | −1,000−2.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.73M | 0.61% | 00.0% | Unchanged |
| Bensler, LLC | 39,887 | $2.72M | 0.32% | −1,235−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 39,707 | $2.71M | 0.05% | −90−0.2% | Reduced |
| Trust Co of Vermont | 38,929 | $2.66M | 0.13% | +163+0.4% | Added |
| Cresset Asset Management, LLC | 38,771 | $2.65M | 0.01% | −47,959−55.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 38,780 | $2.65M | 0.00% | −2,108−5.2% | Reduced |
| Qsemble Capital Management, LP | 38,655 | $2.64M | 0.35% | +19,813+105.2% | Added |
| Monarch Capital Management Inc | 38,456 | $2.63M | 0.72% | −625−1.6% | Reduced |
| Poehling Capital Management, LLC | 38,535 | $2.63M | 0.65% | 00.0% | Unchanged |
| Nomura Holdings Inc | 38,443 | $2.62M | 0.01% | −6,252−14.0% | Reduced |
| Norinchukin Bank, The | 38,359 | $2.62M | 0.06% | +3,400+9.7% | Added |
| Perigon Wealth Management, LLC | 37,510 | $2.62M | 0.06% | +588+1.6% | Added |
| Pinnacle Associates Ltd | 38,066 | $2.60M | 0.04% | −2,587−6.4% | Reduced |
| Generali Asset Management SPA SGR | 37,848 | $2.58M | 0.07% | +37,848 | New |
| Selway Asset Management | 37,717 | $2.57M | 1.01% | 00.0% | Unchanged |
| Dempze Nancy E | 37,482 | $2.56M | 1.48% | +6,372+20.5% | Added |
| E. Ohman J:or Asset Management AB | 36,200 | $2.47M | 0.06% | +4,400+13.8% | Added |
| United Capital Financial Advisers, LLC | 35,462 | $2.42M | 0.02% | −971−2.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 35,459 | $2.42M | 0.02% | +2,637+8.0% | Added |
| Kovitz Investment Group Partners, LLC | 35,375 | $2.42M | 0.01% | −872−2.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 34,516 | $2.39M | 0.03% | +23,209+205.3% | Added |
| Whittier Trust Co | 34,926 | $2.38M | 0.03% | +63+0.2% | Added |
| Lee Danner & Bass Inc | 34,796 | $2.38M | 0.19% | +160.0% | Added |
| Bryn Mawr Trust Co | 34,608 | $2.36M | 0.04% | −109−0.3% | Reduced |
| Brinker Capital Investments, LLC | 34,527 | $2.36M | 0.02% | −5,810−14.4% | Reduced |
| Orion Portfolio Solutions, LLC | 34,527 | $2.36M | 0.02% | −5,810−14.4% | Reduced |
| Metis Global Partners, LLC | 34,384 | $2.35M | 0.07% | +530+1.6% | Added |
| TD Waterhouse Canada Inc. | 34,067 | $2.33M | 0.02% | +2,274+7.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 33,971 | $2.32M | 0.01% | +1,245+3.8% | Added |
| Delta Financial Advisors LLC | 33,955 | $2.32M | 0.86% | +148+0.4% | Added |
| Atria Wealth Solutions, Inc. | 33,723 | $2.30M | 0.03% | +3,477+11.5% | Added |
| Blue Square Asset Management, LLC | 33,585 | $2.29M | 1.14% | +1,006+3.1% | Added |
| Omers Administration Corp | 33,550 | $2.29M | 0.02% | +5,608+20.1% | Added |
| Clearstead Advisors, LLC | 33,218 | $2.27M | 0.03% | +2,888+9.5% | Added |
| Miracle Mile Advisors, LLC | 32,420 | $2.21M | 0.04% | +32,420 | New |
| Hartline Investment Corp | 32,221 | $2.20M | 0.25% | −49,692−60.7% | Reduced |
| HB Wealth Management, LLC | 32,000 | $2.18M | 0.02% | +371+1.2% | Added |
| Tiaa Trust, National Association | 31,967 | $2.18M | 0.01% | +376+1.2% | Added |
| Aigen Investment Management, LP | 31,913 | $2.18M | 0.38% | +31,913 | New |
| Cunning Capital Partners, LP | 31,795 | $2.17M | 1.34% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 31,775 | $2.17M | 0.07% | +31,775 | New |
| Elefante Mark B | 31,725 | $2.17M | 1.98% | +31,725 | New |
| Lazard Asset Management LLC | 31,247 | $2.13M | 0.00% | −3,480−10.0% | Reduced |
| South Dakota Investment Council | 30,853 | $2.11M | 0.04% | 00.0% | Unchanged |
| Aurora Investment Counsel | 30,760 | $2.10M | 1.15% | −68−0.2% | Reduced |
| Park Avenue Securities LLC | 30,420 | $2.08M | 0.02% | +11,008+56.7% | Added |
| Burling Wealth Partners, LLC | 29,918 | $2.04M | 0.42% | +29,918 | New |
| Bartlett & Co. Wealth Management LLC | 29,560 | $2.02M | 0.03% | +742+2.6% | Added |
| Callan Family Office, LLC | 29,572 | $2.02M | 0.13% | +29,572 | New |
| Nia Impact Advisors, LLC | 29,201 | $1.99M | 0.65% | +250+0.9% | Added |
| Cornerstone Advisors, LLC | 29,100 | $1.99M | 0.08% | 00.0% | Unchanged |
| Headinvest, LLC | 29,082 | $1.99M | 0.37% | −500−1.7% | Reduced |
| Van Hulzen Asset Management, LLC | 29,053 | $1.98M | 0.15% | +300+1.0% | Added |
| Azzad Asset Management Inc | 29,022 | $1.98M | 0.38% | +44+0.2% | Added |
| Value Partners Investments Inc. | 29,041 | $1.98M | 1.12% | −3,723−11.4% | Reduced |
| Liberty Capital Management, Inc. | 29,010 | $1.98M | 0.44% | +1,118+4.0% | Added |
| Sone Capital Management, LLC | 28,952 | $1.98M | 0.25% | +28,952 | New |
| Holderness Investments Co | 28,930 | $1.97M | 0.44% | −145−0.5% | Reduced |
| Farmers & Merchants Investments Inc | 28,802 | $1.97M | 0.06% | −696−2.4% | Reduced |
| Glenview Trust Co | 28,683 | $1.96M | 0.04% | −558−1.9% | Reduced |
| Edgestream Partners, L.P. | 28,666 | $1.96M | 0.08% | +28,666 | New |
| Empirical Finance, LLC | 28,476 | $1.94M | 0.11% | −353−1.2% | Reduced |
| Barden Capital Management, Inc. | 28,276 | $1.93M | 1.66% | −280−1.0% | Reduced |
| Aureus Asset Management, LLC | 28,129 | $1.92M | 0.12% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 28,023 | $1.91M | 0.02% | +4,380+18.5% | Added |
| Goelzer Investment Management, Inc. | 27,611 | $1.88M | 0.11% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 27,439 | $1.87M | 0.05% | −4,046−12.9% | Reduced |