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 |
|---|---|---|---|---|---|
| Signature Estate & Investment Advisors LLC | 11,725 | $800.3K | 0.02% | +144+1.2% | Added |
| Headlands Technologies LLC | 11,643 | $794.8K | 0.08% | +11,643 | New |
| National Asset Management, Inc. | 11,562 | $791.8K | 0.03% | −2,586−18.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,583 | $790.7K | 0.06% | +850+7.9% | Added |
| Essential Planning, LLC. | 10,465 | $790.2K | 0.01% | +10,465 | New |
| Sheaff Brock Investment Advisors, LLC | 11,565 | $789.4K | 0.07% | −1,700−12.8% | Reduced |
| Coldstream Capital Management Inc | 11,504 | $785.3K | 0.02% | −131−1.1% | Reduced |
| Rehmann Capital Advisory Group | 11,489 | $784.2K | 0.05% | +7,174+166.3% | Added |
| Core Wealth Partners LLC | 11,410 | $778.9K | 0.45% | +50.0% | Added |
| Allred Capital Management, LLC | 11,249 | $767.8K | 0.30% | −14−0.1% | Reduced |
| Ledyard National Bank | 11,210 | $765.2K | 0.07% | +55+0.5% | Added |
| Weiss Asset Management LP | 11,199 | $764.4K | 0.02% | −7,785−41.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 11,149 | $761.0K | 0.02% | −755−6.3% | Reduced |
| Gray Foundation | 11,100 | $757.7K | 0.22% | +11,100 | New |
| Mather Group, LLC. | 11,082 | $756.5K | 0.01% | +9+0.1% | Added |
| GeoWealth Management, LLC | 11,074 | $755.9K | 0.02% | −1,796−14.0% | Reduced |
| Grimes & Company, Inc. | 11,072 | $755.7K | 0.02% | −91−0.8% | Reduced |
| Private Trust Co NA | 10,997 | $750.7K | 0.08% | −7−0.1% | Reduced |
| Hilltop Holdings Inc. | 10,980 | $749.5K | 0.05% | +974+9.7% | Added |
| Nautilus Advisors LLC | 10,962 | $748.3K | 0.60% | +10,962 | New |
| Burns J W & Co Inc | 10,942 | $746.9K | 0.10% | −230−2.1% | Reduced |
| Independent Advisor Alliance | 10,919 | $745.3K | 0.01% | +4,730+76.4% | Added |
| Simmons Bank | 10,905 | $744.4K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 10,864 | $741.6K | 0.13% | +1,941+21.8% | Added |
| Baldwin Investment Management, LLC | 10,855 | $741.0K | 0.10% | −4,920−31.2% | Reduced |
| Dover Advisors, LLC | 10,762 | $734.6K | 0.42% | −250−2.3% | Reduced |
| Milestone Asset Management Group, LLC | 10,744 | $733.4K | 0.66% | +10,744 | New |
| Jacobi Capital Management LLC | 10,732 | $732.6K | 0.05% | −2,756−20.4% | Reduced |
| First Citizens Bank & Trust Co | 10,641 | $726.4K | 0.01% | +469+4.6% | Added |
| Penserra Capital Management LLC | 10,610 | $723.0K | 0.01% | +1,797+20.4% | Added |
| Beck Capital Management, LLC | 10,569 | $721.4K | 0.19% | +325+3.2% | Added |
| Kingswood Wealth Advisors, LLC | 10,551 | $720.3K | 0.05% | −989−8.6% | Reduced |
| Compass Wealth Management LLC | 10,546 | $719.9K | 0.17% | −105−1.0% | Reduced |
| Compass Capital Corp | 10,126 | $715.7K | 0.28% | +10,126 | New |
| Resources Management Corp | 10,441 | $713.0K | 0.10% | 00.0% | Unchanged |
| Graypoint LLC | 10,422 | $711.4K | 0.04% | −27−0.3% | Reduced |
| IHT Wealth Management, LLC | 10,401 | $710.0K | 0.02% | −590−5.4% | Reduced |
| Fishman Jay A Ltd | 10,350 | $706.5K | 0.07% | −100−1.0% | Reduced |
| Gateway Wealth Partners, LLC | 10,327 | $705.0K | 0.18% | +7,118+221.8% | Added |
| Fractal Investments LLC | 10,316 | $704.2K | 0.11% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 10,267 | $700.8K | 0.07% | +119+1.2% | Added |
| Silver Oak Securities, Inc | 10,229 | $697.9K | 0.06% | −149−1.4% | Reduced |
| Arkadios Wealth Advisors | 10,223 | $697.8K | 0.04% | −1,976−16.2% | Reduced |
| Boston Trust Walden Corp | 10,187 | $695.4K | 0.00% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,176 | $695.0K | 0.34% | 00.0% | Unchanged |
| Gifford Fong Associates | 10,000 | $683.0K | 0.17% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 9,988 | $681.8K | 0.24% | −48−0.5% | Reduced |
| First Western Trust Bank | 9,972 | $680.7K | 0.03% | +2,330+30.5% | Added |
| Community Bank, N.A. | 9,945 | $678.8K | 0.09% | −355−3.4% | Reduced |
| Intech Investment Management LLC | 9,923 | $677.3K | 0.01% | −10,688−51.9% | Reduced |
| Forte Capital LLC | 9,904 | $676.1K | 0.08% | −22−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 9,815 | $670.0K | 0.10% | −50−0.5% | Reduced |
| Resonant Capital Advisors, LLC | 9,749 | $667.7K | 0.05% | −286−2.9% | Reduced |
| Legacy Capital Group California, Inc. | 9,751 | $665.6K | 0.20% | −80−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 9,634 | $658.5K | 0.01% | +310+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 9,629 | $657.3K | 0.04% | +292+3.1% | Added |
| Trust Co of Virginia | 9,629 | $657.3K | 0.06% | −281−2.8% | Reduced |
| Focus Financial Network, Inc. | 9,624 | $656.9K | 0.03% | +31+0.3% | Added |
| Prospera Financial Services Inc | 9,615 | $656.9K | 0.02% | +220+2.3% | Added |
| Webster Bank, N. A. | 9,614 | $656.3K | 0.07% | 00.0% | Unchanged |
| Fiduciary Group LLC | 9,573 | $653.5K | 0.07% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9,570 | $653.2K | 0.22% | +9,570 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,557 | $652.4K | 0.07% | −231−2.4% | Reduced |
| First City Capital Management, Inc. | 9,537 | $651.0K | 0.35% | −350−3.5% | Reduced |
| Great Valley Advisor Group, Inc. | 9,519 | $650.2K | 0.01% | +82+0.9% | Added |
| Jefferies Financial Group Inc. | 9,509 | $649.1K | 0.01% | −80,940−89.5% | Reduced |
| Carret Asset Management, LLC | 9,505 | $648.8K | 0.07% | −333−3.4% | Reduced |
| Cullinan Associates Inc | 9,500 | $648.5K | 0.04% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 9,488 | $647.7K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,430 | $643.7K | 0.02% | −780−7.6% | Reduced |
| HBK Sorce Advisory LLC | 9,420 | $643.2K | 0.02% | +578+6.5% | Added |
| Sagespring Wealth Partners, LLC | 9,334 | $637.1K | 0.02% | +9,334 | New |
| Verdence Capital Advisors LLC | 9,325 | $636.5K | 0.05% | −845−8.3% | Reduced |
| GWN Securities Inc. | 9,071 | $636.1K | 0.17% | +9,071 | New |
| Prudent Man Advisors, LLC | 9,271 | $632.8K | 0.23% | −1,654−15.1% | Reduced |
| International Assets Investment Management, LLC | 9,257 | $632.5K | 0.05% | −898,001−99.0% | Reduced |
| Beck Mack & Oliver LLC | 9,124 | $622.8K | 0.01% | +174+1.9% | Added |
| Boyd Watterson Asset Management LLC | 9,110 | $621.8K | 0.17% | −16−0.2% | Reduced |
| Boston Financial Mangement LLC | 9,061 | $618.5K | 0.02% | −147−1.6% | Reduced |
| Foster & Motley Inc | 9,044 | $617.0K | 0.04% | −1,203−11.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,007 | $614.8K | 0.03% | −92−1.0% | Reduced |
| Handelsbanken Fonder AB | 8,951 | $611.0K | 0.00% | +5,990+202.3% | Added |
| Illinois Municipal Retirement Fund | 8,935 | $609.9K | 0.01% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 8,893 | $607.0K | 0.31% | −1,025−10.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 8,887 | $606.6K | 0.20% | +8,887 | New |
| River Wealth Advisors LLC | 8,881 | $606.2K | 0.08% | −833−8.6% | Reduced |
| 1st Source Bank | 8,879 | $606.1K | 0.03% | +122+1.4% | Added |
| Sky Investment Group LLC | 8,829 | $602.7K | 0.11% | −195−2.2% | Reduced |
| Venturi Wealth Management, LLC | 8,818 | $601.9K | 0.03% | −2,473−21.9% | Reduced |
| David Loasby | 9,041 | $601.3K | 0.06% | +384+4.4% | Added |
| Checchi Capital Advisers, LLC | 8,698 | $593.7K | 0.04% | −356−3.9% | Reduced |
| Leonteq Securities AG | 8,697 | $593.7K | 0.06% | +1,693+24.2% | Added |
| Financial Counselors Inc | 8,640 | $589.8K | 0.01% | +1,199+16.1% | Added |
| Keeley-Teton Advisors, LLC | 8,625 | $588.7K | 0.07% | −50−0.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $587.0K | 0.17% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $585.5K | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,553 | $584.0K | 0.10% | −71−0.8% | Reduced |
| Monterey Private Wealth, Inc. | 8,504 | $580.5K | 0.19% | −557−6.1% | Reduced |
| Country Club Bank | 8,447 | $576.3K | 0.04% | −15−0.2% | Reduced |
| Agf Management Ltd | 8,411 | $574.1K | 0.00% | +5,381+177.6% | Added |