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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 27,014 | $1.84M | 0.06% | −1,090−3.9% | Reduced |
| Kinneret Advisory, LLC | 26,781 | $1.83M | 0.17% | −1,247−4.4% | Reduced |
| Financial Advocates Investment Management | 26,863 | $1.83M | 0.10% | −1,325−4.7% | Reduced |
| IMA Wealth, Inc. | 26,509 | $1.82M | 0.22% | +187+0.7% | Added |
| Meiji Yasuda Life Insurance Co | 26,569 | $1.81M | 0.03% | −989−3.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,494 | $1.81M | 0.04% | −116−0.4% | Reduced |
| Moors & Cabot, Inc. | 26,114 | $1.78M | 0.08% | −88−0.3% | Reduced |
| CAPROCK Group, Inc. | 25,974 | $1.78M | 0.06% | +5,018+23.9% | Added |
| Sabal Trust CO | 26,004 | $1.78M | 0.10% | −1,297−4.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.77M | 0.22% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 25,983 | $1.77M | 0.04% | +3,468+15.4% | Added |
| HighPoint Advisor Group LLC | 27,126 | $1.77M | 0.10% | −2,328−7.9% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.76M | 0.06% | 00.0% | Unchanged |
| Crews Bank & Trust | 25,491 | $1.74M | 0.29% | +25,491 | New |
| Principle Wealth Partners LLC | 25,421 | $1.74M | 0.12% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 25,304 | $1.73M | 0.06% | +1,820+7.7% | Added |
| Tudor Investment Corp Et Al | 25,289 | $1.73M | 0.02% | +25,289 | New |
| Bessemer Group Inc | 24,868 | $1.70M | 0.00% | +276+1.1% | Added |
| Everence Capital Management Inc | 24,850 | $1.70M | 0.11% | −1,040−4.0% | Reduced |
| Schnieders Capital Management LLC | 24,688 | $1.69M | 0.33% | −500−2.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 24,674 | $1.68M | 0.05% | −1,105−4.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 24,435 | $1.67M | 0.11% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 24,240 | $1.66M | 0.06% | +2,321+10.6% | Added |
| PGGM Investments | 24,321 | $1.66M | 0.02% | −22,151−47.7% | Reduced |
| Advisors Asset Management, Inc. | 23,944 | $1.63M | 0.03% | +7,984+50.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,867 | $1.63M | 0.12% | −234−1.0% | Reduced |
| Allstate Corp | 23,748 | $1.62M | 0.05% | +23,748 | New |
| Greenleaf Trust | 23,480 | $1.60M | 0.01% | +276+1.2% | Added |
| Parallax Volatility Advisers, L.P. | 23,298 | $1.59M | 0.03% | −49,370−67.9% | Reduced |
| Curbstone Financial Management Corp | 23,298 | $1.59M | 0.34% | +556+2.4% | Added |
| Quantum Private Wealth, LLC | 23,271 | $1.59M | 0.51% | +252+1.1% | Added |
| VCI Wealth Management LLC | 23,207 | $1.58M | 0.67% | +4,966+27.2% | Added |
| Lido Advisors, LLC | 23,094 | $1.58M | 0.01% | −384−1.6% | Reduced |
| Woodstock Corp | 23,057 | $1.57M | 0.15% | −365−1.6% | Reduced |
| Bridges Investment Management Inc | 23,055 | $1.57M | 0.02% | +19+0.1% | Added |
| Central Trust Co | 22,933 | $1.57M | 0.04% | +133+0.6% | Added |
| Lakewood Asset Management LLC | 22,878 | $1.56M | 1.08% | −1,342−5.5% | Reduced |
| Investment Management Corp of Ontario | 22,614 | $1.54M | 0.05% | −4,400−16.3% | Reduced |
| Burney Co | 22,542 | $1.54M | 0.05% | +120+0.5% | Added |
| Hartford Financial Management Inc. | 22,371 | $1.53M | 0.31% | +30.0% | Added |
| Dakota Wealth Management | 22,235 | $1.52M | 0.03% | +3,478+18.5% | Added |
| Hunter Associates Investment Management LLC | 22,048 | $1.50M | 0.23% | +195+0.9% | Added |
| Modera Wealth Management, LLC | 21,846 | $1.49M | 0.02% | +90+0.4% | Added |
| Garrison Point Advisors, LLC | 21,790 | $1.49M | 0.71% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 21,771 | $1.49M | 0.06% | +21,771 | New |
| Meeder Advisory Services, Inc. | 21,744 | $1.48M | 0.09% | +70+0.3% | Added |
| Trueblood Wealth Management, LLC | 21,724 | $1.48M | 0.73% | +32+0.1% | Added |
| Griffin Asset Management, Inc. | 21,672 | $1.48M | 0.17% | +625+3.0% | Added |
| Neville Rodie & Shaw Inc | 21,589 | $1.47M | 0.11% | +31+0.1% | Added |
| Birch Hill Investment Advisors LLC | 21,128 | $1.44M | 0.07% | −400−1.9% | Reduced |
| KCM Investment Advisors LLC | 21,107 | $1.44M | 0.05% | −256−1.2% | Reduced |
| Wedmont Private Capital | 21,298 | $1.42M | 0.07% | +519+2.5% | Added |
| Princeton Global Asset Management LLC | 20,663 | $1.41M | 0.26% | +19,018+1,156.1% | Added |
| Salem Investment Counselors Inc | 20,490 | $1.40M | 0.05% | −10.0% | Reduced |
| Wahed Invest LLC | 20,359 | $1.39M | 0.23% | −15−0.1% | Reduced |
| Wetherby Asset Management Inc | 20,358 | $1.39M | 0.07% | −1,185−5.5% | Reduced |
| Personal Cfo Solutions, LLC | 20,329 | $1.39M | 0.27% | +91+0.4% | Added |
| Lake Street Advisors Group, LLC | 20,128 | $1.38M | 0.06% | +169+0.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 18,282 | $1.38M | 0.00% | −10,361−36.2% | Reduced |
| Parallel Advisors, LLC | 20,050 | $1.37M | 0.03% | +183+0.9% | Added |
| Resources Investment Advisors, LLC. | 20,026 | $1.37M | 0.02% | −311−1.5% | Reduced |
| InTrack Investment Management Inc | 19,893 | $1.36M | 0.95% | +11,323+132.1% | Added |
| Lazard Freres Gestion S.A.S. | 19,865 | $1.35M | 0.03% | −100−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,771 | $1.35M | 0.00% | −3,529−15.1% | Reduced |
| Stratos Wealth Partners, LTD. | 19,685 | $1.34M | 0.02% | −876−4.3% | Reduced |
| United Services Automobile Association | 19,481 | $1.33M | 0.04% | −644−3.2% | Reduced |
| Bollard Group LLC | 19,424 | $1.33M | 0.04% | +25+0.1% | Added |
| TownSquare Capital, LLC | 19,287 | $1.32M | 0.01% | +2,950+18.1% | Added |
| Integrated Wealth Concepts LLC | 19,104 | $1.30M | 0.02% | −1,566−7.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.30M | 0.23% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,980 | $1.30M | 0.02% | +805+4.4% | Added |
| Beese Fulmer Investment Management, Inc. | 18,887 | $1.29M | 0.11% | −357−1.9% | Reduced |
| Lipe & Dalton | 18,834 | $1.29M | 0.68% | −273−1.4% | Reduced |
| Massachusetts Wealth Management | 18,825 | $1.28M | 0.79% | +1,275+7.3% | Added |
| Ahl Investment Management, Inc. | 18,761 | $1.28M | 0.90% | −25−0.1% | Reduced |
| Eastern Bank | 18,667 | $1.27M | 0.02% | −275−1.5% | Reduced |
| Choate Investment Advisors | 18,661 | $1.27M | 0.03% | +4,906+35.7% | Added |
| Penobscot Investment Management Company, Inc. | 18,607 | $1.27M | 0.12% | −1,746−8.6% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 18,570 | $1.27M | 0.94% | −18,767−50.3% | Reduced |
| First Manhattan Co | 18,489 | $1.27M | 0.00% | +96+0.5% | Added |
| First Hawaiian Bank | 18,441 | $1.26M | 0.04% | +1,114+6.4% | Added |
| Signaturefd, LLC | 18,365 | $1.25M | 0.02% | +86+0.5% | Added |
| Patten & Patten Inc | 18,124 | $1.24M | 0.08% | −100−0.5% | Reduced |
| Kraematon Investment Advisors, Inc | 17,918 | $1.22M | 1.21% | −205−1.1% | Reduced |
| AXS Investments LLC | 17,814 | $1.22M | 0.34% | −14,312−44.5% | Reduced |
| Two Sigma Investments, LP | 17,700 | $1.21M | 0.00% | −281−1.6% | Reduced |
| BKD Wealth Advisors, LLC | 17,674 | $1.21M | 0.03% | +31+0.2% | Added |
| V-Square Quantitative Management LLC | 17,635 | $1.20M | 0.17% | +346+2.0% | Added |
| Cascade Investment Advisors, Inc. | 17,543 | $1.20M | 0.77% | +300+1.7% | Added |
| Home Federal Bank of Tennessee | 17,452 | $1.19M | 0.35% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 17,221 | $1.18M | 0.01% | −4,487−20.7% | Reduced |
| Wendell David Associates Inc | 17,203 | $1.17M | 0.12% | 00.0% | Unchanged |
| Romano Brothers and Company | 17,087 | $1.17M | 0.15% | −800−4.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 16,930 | $1.16M | 0.13% | 00.0% | Unchanged |
| Principal Securities, Inc. | 16,919 | $1.15M | 0.03% | +9,518+128.6% | Added |
| Sequoia Financial Advisors, LLC | 16,885 | $1.15M | 0.01% | +2,188+14.9% | Added |
| Citizens Financial Group Inc | 16,876 | $1.15M | 0.02% | +1,765+11.7% | Added |
| Robeco Institutional Asset Management B.V. | 16,818 | $1.15M | 0.00% | +124+0.7% | Added |
| Intact Investment Management Inc. | 16,700 | $1.14M | 0.04% | +4,660+38.7% | Added |
| Diversified Trust Co | 16,649 | $1.14M | 0.03% | −1,138−6.4% | Reduced |