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 |
|---|---|---|---|---|---|
| Brendel Financial Advisors LLC | 16,641 | $1.14M | 0.69% | +1,247+8.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 16,570 | $1.13M | 0.43% | +16,570 | New |
| Advisory Services Network, LLC | 16,536 | $1.13M | 0.02% | +2,177+15.2% | Added |
| Waldron Private Wealth LLC | 16,532 | $1.13M | 0.05% | +7,854+90.5% | Added |
| GLOBALT Investments LLC | 16,507 | $1.13M | 0.04% | −239−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,473 | $1.12M | 0.00% | −23,442−58.7% | Reduced |
| Banque Transatlantique SA | 16,521 | $1.12M | 0.03% | +16,521 | New |
| Guggenheim Capital LLC | 16,410 | $1.12M | 0.01% | −2,279−12.2% | Reduced |
| Carmel Capital Partners, LLC | 16,307 | $1.11M | 0.45% | +1,082+7.1% | Added |
| Ballentine Partners, LLC | 16,162 | $1.10M | 0.02% | +836+5.5% | Added |
| Wedbush Securities Inc | 16,158 | $1.10M | 0.04% | +2,057+14.6% | Added |
| Roberts Glore & Co Inc | 15,852 | $1.08M | 0.32% | −479−2.9% | Reduced |
| NorthRock Partners, LLC | 15,770 | $1.08M | 0.04% | −545−3.3% | Reduced |
| Crestwood Advisors Group LLC | 15,710 | $1.07M | 0.02% | −67−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 15,655 | $1.07M | 0.02% | −434−2.7% | Reduced |
| Vise Technologies, Inc. | 15,497 | $1.06M | 0.09% | +3,502+29.2% | Added |
| Ieq Capital, LLC | 15,495 | $1.06M | 0.01% | −28,696−64.9% | Reduced |
| ICW Investment Advisors LLC | 15,391 | $1.05M | 0.44% | +15+0.1% | Added |
| Moneta Group Investment Advisors LLC | 15,338 | $1.05M | 0.01% | +3,265+27.0% | Added |
| Westhampton Capital, LLC | 15,307 | $1.04M | 0.53% | 00.0% | Unchanged |
| Vestcor Inc | 15,249 | $1.04M | 0.03% | −18−0.1% | Reduced |
| Virtus ETF Advisers LLC | 15,205 | $1.04M | 0.42% | +15,205 | New |
| Pettyjohn, Wood & White, Inc | 15,178 | $1.04M | 0.19% | +3,040+25.0% | Added |
| Pring Turner Capital Group Inc | 15,150 | $1.03M | 0.69% | 00.0% | Unchanged |
| Horizon Investments, LLC | 14,941 | $1.02M | 0.03% | −9,868−39.8% | Reduced |
| 1858 Wealth Management, LLC | 14,931 | $1.02M | 0.81% | +1,420+10.5% | Added |
| Bank of Hawaii | 14,910 | $1.02M | 0.06% | +191+1.3% | Added |
| Groupe la Francaise | 14,753 | $1.01M | 0.03% | +14,753 | New |
| GAMMA Investing LLC | 14,820 | $1.01M | 0.09% | +364+2.5% | Added |
| Caldwell Trust Co | 14,804 | $1.01M | 0.11% | −400−2.6% | Reduced |
| Flputnam Investment Management Co | 14,731 | $1.01M | 0.02% | +296+2.1% | Added |
| Quotient Wealth Partners, LLC | 14,702 | $1.00M | 0.03% | +253+1.8% | Added |
| Pitcairn Co | 14,595 | $996.3K | 0.06% | −403−2.7% | Reduced |
| Warren Averett Asset Management, LLC | 14,491 | $989.2K | 0.02% | +5,678+64.4% | Added |
| J.W. Cole Advisors, Inc. | 14,469 | $987.6K | 0.04% | +464+3.3% | Added |
| Buffington Mohr McNeal | 14,409 | $983.6K | 0.16% | −937−6.1% | Reduced |
| Ar Asset Management Inc | 14,400 | $983.0K | 0.22% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 14,119 | $963.8K | 0.02% | +996+7.6% | Added |
| City Holding Co | 14,065 | $960.1K | 0.14% | −45−0.3% | Reduced |
| Trust Co of Toledo NA | 14,004 | $955.9K | 0.13% | 00.0% | Unchanged |
| Estabrook Capital Management | 13,922 | $950.3K | 0.15% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 13,921 | $950.2K | 0.01% | +252+1.8% | Added |
| Medallion Wealth Advisors, LLC | 14,047 | $945.6K | 0.47% | +14,047 | New |
| Advisor OS, LLC | 13,813 | $942.9K | 0.11% | +2,825+25.7% | Added |
| Valley Brook Capital Group | 13,793 | $941.5K | 0.70% | +325+2.4% | Added |
| ELCO Management Co., LLC | 13,784 | $940.9K | 0.49% | −580−4.0% | Reduced |
| Panagora Asset Management Inc | 13,751 | $938.6K | 0.00% | −1,188−8.0% | Reduced |
| Charter Trust Co | 13,717 | $936.3K | 0.06% | −1,002−6.8% | Reduced |
| Prudential PLC | 13,699 | $935.1K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 13,626 | $930.1K | 0.11% | 00.0% | Unchanged |
| CX Institutional | 13,612 | $929.2K | 0.04% | +968+7.7% | Added |
| Amussen Hunsaker Associates LLC | 13,501 | $927.2K | 0.13% | +13,501 | New |
| TD Private Client Wealth LLC | 13,554 | $925.2K | 0.03% | +4,958+57.7% | Added |
| Canada Post Corp Registered Pension Plan | 13,454 | $918.4K | 0.05% | +13,454 | New |
| StoneX Group Inc. | 13,382 | $913.8K | 0.05% | +13,382 | New |
| Waterford Advisors, LLC | 13,381 | $913.4K | 0.46% | 00.0% | Unchanged |
| Umb Bank N A | 13,293 | $907.4K | 0.01% | +143+1.1% | Added |
| Sawgrass Asset Management LLC | 13,282 | $906.6K | 0.10% | −1,099−7.6% | Reduced |
| Excalibur Management Corp | 13,266 | $905.6K | 0.36% | −218−1.6% | Reduced |
| Chicago Capital, LLC | 13,178 | $899.5K | 0.02% | +25+0.2% | Added |
| Everett Harris & Co | 13,152 | $897.8K | 0.01% | +614+4.9% | Added |
| N.E.W. Advisory Services LLC | 13,137 | $896.7K | 0.09% | −169−1.3% | Reduced |
| Montag A & Associates Inc | 13,055 | $894.1K | 0.04% | −1,936−12.9% | Reduced |
| Boston Private Wealth LLC | 13,062 | $891.6K | 0.02% | +13,062 | New |
| Harbor Advisors LLC | 13,000 | $887.4K | 0.14% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 12,962 | $884.8K | 0.08% | +232+1.8% | Added |
| Sigma Planning Corp | 12,923 | $882.1K | 0.03% | +194+1.5% | Added |
| Means Investment Co., Inc. | 12,909 | $881.2K | 0.09% | +20.0% | Added |
| Groupama Asset Managment | 12,914 | $881.1K | 0.02% | +2,491+23.9% | Added |
| Benedict Financial Advisors Inc | 12,892 | $880.0K | 0.21% | −108−0.8% | Reduced |
| Hager Investment Management Services, LLC | 12,882 | $879.3K | 0.55% | +12,882 | New |
| Texas Bank & Trust Co | 12,876 | $878.9K | 0.36% | +12,876 | New |
| Bragg Financial Advisors, Inc | 12,862 | $878.0K | 0.04% | −250−1.9% | Reduced |
| Curated Wealth Partners LLC | 12,800 | $873.7K | 0.10% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 12,787 | $872.8K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 12,754 | $870.6K | 0.00% | +450+3.7% | Added |
| Werlinich Asset Management, LLC | 12,598 | $859.6K | 0.50% | 00.0% | Unchanged |
| BNP Paribas | 12,552 | $856.8K | 0.03% | −4,723−27.3% | Reduced |
| Busey Wealth Management | 12,532 | $855.4K | 0.03% | +1,394+12.5% | Added |
| Tandem Financial, LLC | 12,443 | $852.2K | 0.90% | +12,443 | New |
| Davy Global Fund Management Ltd | 12,452 | $850.0K | 0.10% | +12,452 | New |
| Tower Bridge Advisors | 12,389 | $845.7K | 0.09% | −225−1.8% | Reduced |
| Meridian Management Co | 12,357 | $843.5K | 0.22% | +10+0.1% | Added |
| Ingalls & Snyder LLC | 12,315 | $841.0K | 0.03% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 12,317 | $840.8K | 0.11% | +12,317 | New |
| Quadrant Capital Group LLC | 12,235 | $835.2K | 0.06% | −111−0.9% | Reduced |
| Shell Asset Management Co | 12,227 | $835.0K | 0.04% | −49−0.4% | Reduced |
| Lindbrook Capital, LLC | 12,138 | $828.5K | 0.07% | +271+2.3% | Added |
| Roundview Capital LLC | 12,136 | $828.4K | 0.06% | −44−0.4% | Reduced |
| Cidel Asset Management Inc | 12,070 | $823.9K | 0.06% | −166−1.4% | Reduced |
| Geller Advisors LLC | 12,017 | $823.0K | 0.05% | +116+1.0% | Added |
| Freestone Capital Holdings, LLC | 12,025 | $820.8K | 0.03% | +124+1.0% | Added |
| Clarus Wealth Advisors | 12,213 | $819.6K | 0.41% | +2,961+32.0% | Added |
| Valeo Financial Advisors, LLC | 11,905 | $812.6K | 0.02% | −339−2.8% | Reduced |
| Columbia Asset Management | 11,901 | $812.4K | 0.16% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 11,900 | $812.3K | 0.10% | +11,900 | New |
| Avestar Capital, LLC | 11,840 | $808.4K | 0.07% | −90−0.8% | Reduced |
| TCW Group Inc | 11,780 | $804.1K | 0.01% | +299+2.6% | Added |
| Little House Capital LLC | 11,752 | $802.2K | 0.23% | +264+2.3% | Added |
| Lifeworks Advisors, LLC | 11,735 | $801.1K | 0.14% | −15,111−56.3% | Reduced |