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 |
|---|---|---|---|---|---|
| Shakespeare Wealth Management, Inc. | 8,285 | $565.5K | 0.15% | −45−0.5% | Reduced |
| Gotham Asset Management, LLC | 8,260 | $563.8K | 0.01% | +3,833+86.6% | Added |
| Pine Valley Investments Ltd Liability Co | 8,251 | $563.5K | 0.04% | +3,003+57.2% | Added |
| Spirepoint Private Client, LLC | 8,252 | $563.3K | 0.07% | +465+6.0% | Added |
| Riverwater Partners LLC | 8,236 | $562.2K | 0.27% | +7+0.1% | Added |
| Pointe Capital Management LLC | 8,223 | $561.3K | 0.32% | 00.0% | Unchanged |
| Courier Capital LLC | 8,197 | $559.5K | 0.04% | −824−9.1% | Reduced |
| Proffitt & Goodson Inc | 8,140 | $555.6K | 0.09% | +144+1.8% | Added |
| Ameritas Investment Partners, Inc. | 8,130 | $555.0K | 0.02% | −374−4.4% | Reduced |
| Bard Financial Services, Inc. | 8,120 | $554.3K | 0.07% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 8,111 | $553.6K | 0.10% | −360−4.2% | Reduced |
| Fidelis Capital Partners, LLC | 8,719 | $550.6K | 0.06% | +252+3.0% | Added |
| Exencial Wealth Advisors, LLC | 8,012 | $546.9K | 0.02% | −10−0.1% | Reduced |
| Advisors Capital Management, LLC | 7,970 | $544.1K | 0.01% | +947+13.5% | Added |
| AlTi Global, Inc. | 7,916 | $544.0K | 0.01% | +1,219+18.2% | Added |
| Brighton Jones LLC | 7,958 | $543.2K | 0.02% | +1,850+30.3% | Added |
| Old National Bancorp | 7,932 | $541.4K | 0.01% | +225+2.9% | Added |
| Rockland Trust Co | 7,908 | $539.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 7,906 | $539.7K | 0.02% | +45+0.6% | Added |
| Fullerton Fund Management Co Ltd. | 7,903 | $539.5K | 0.02% | −1,747−18.1% | Reduced |
| Invesco, LLC | 7,901 | $539.3K | 0.21% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 7,893 | $538.8K | 0.14% | 00.0% | Unchanged |
| Bokf, NA | 8,098 | $538.6K | 0.01% | +492+6.5% | Added |
| Mission Wealth Management, LP | 7,874 | $537.5K | 0.01% | −668−7.8% | Reduced |
| First Horizon Advisors, Inc. | 7,839 | $535.1K | 0.01% | −343−4.2% | Reduced |
| TFG Advisers LLC | 7,751 | $529.1K | 0.19% | +272+3.6% | Added |
| Atwood & Palmer Inc | 7,707 | $526.1K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 7,703 | $525.8K | 0.01% | −544−6.6% | Reduced |
| Wealthcare Advisory Partners LLC | 7,702 | $525.8K | 0.01% | +96+1.3% | Added |
| Catalytic Wealth RIA, LLC | 7,691 | $525.0K | 0.09% | −1,092−12.4% | Reduced |
| Sunbelt Securities, Inc. | 7,676 | $523.7K | 0.05% | −271−3.4% | Reduced |
| SRS Capital Advisors, Inc. | 7,506 | $512.4K | 0.03% | −554−6.9% | Reduced |
| Farmers Trust Co | 7,472 | $510.0K | 0.10% | −24−0.3% | Reduced |
| Montecito Bank & Trust | 7,458 | $509.1K | 0.09% | −576−7.2% | Reduced |
| Axxcess Wealth Management, LLC | 7,454 | $508.8K | 0.01% | −4,609−38.2% | Reduced |
| Piscataqua Savings Bank | 7,396 | $504.8K | 0.43% | −41−0.6% | Reduced |
| Forum Financial Management, LP | 7,388 | $504.3K | 0.01% | +938+14.5% | Added |
| NTV Asset Management LLC | 7,349 | $501.6K | 0.07% | −165−2.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,330 | $500.3K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 7,303 | $498.5K | 0.06% | −87−1.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,386 | $498.0K | 0.00% | −953−11.4% | Reduced |
| Groesbeck Investment Management Corp | 7,299 | $498.0K | 0.65% | −4,000−35.4% | Reduced |
| AE Wealth Management LLC | 7,290 | $497.6K | 0.00% | −281−3.7% | Reduced |
| Fruth Investment Management | 7,281 | $497.0K | 0.14% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,240 | $494.2K | 0.03% | −1,002−12.2% | Reduced |
| AMJ Financial Wealth Management | 7,223 | $493.0K | 0.14% | −1,793−19.9% | Reduced |
| AlphaCore Capital LLC | 7,193 | $492.6K | 0.11% | −10−0.1% | Reduced |
| Proficio Capital Partners LLC | 7,198 | $491.3K | 0.04% | +2,770+62.6% | Added |
| Spire Wealth Management | 7,184 | $490.4K | 0.02% | +312+4.5% | Added |
| Angeles Investment Advisors, LLC | 7,162 | $490.4K | 0.02% | −105−1.4% | Reduced |
| RFG Advisory, LLC | 7,170 | $489.4K | 0.01% | +1,904+36.2% | Added |
| Malaga Cove Capital, LLC | 7,161 | $488.8K | 0.19% | +1,762+32.6% | Added |
| Harbour Investments, Inc. | 7,123 | $486.2K | 0.01% | +81+1.2% | Added |
| Farther Finance Advisors, LLC | 7,094 | $484.2K | 0.02% | −104−1.4% | Reduced |
| Syon Capital LLC | 7,089 | $483.9K | 0.04% | +155+2.2% | Added |
| Union Bancaire Privee, UBP SA | 7,386 | $481.5K | 0.01% | +7,386 | New |
| Azimuth Capital Investment Management LLC | 7,034 | $480.1K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 7,020 | $479.2K | 0.04% | +1,031+17.2% | Added |
| Rodgers Brothers Inc. | 7,010 | $478.5K | 0.06% | +10.0% | Added |
| Manning & Napier Advisors LLC | 7,000 | $477.8K | 0.01% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 6,996 | $477.6K | 0.10% | −38−0.5% | Reduced |
| FSM Wealth Advisors, LLC | 6,847 | $477.5K | 0.12% | +474+7.4% | Added |
| Hohimer Wealth Management, LLC | 6,904 | $471.3K | 0.09% | 00.0% | Unchanged |
| Farmers National Bank | 6,808 | $464.7K | 0.14% | +6,808 | New |
| Bell Investment Advisors, Inc | 6,801 | $464.2K | 0.09% | −30−0.4% | Reduced |
| Frank, Rimerman Advisors LLC | 6,781 | $462.9K | 0.03% | −1,699−20.0% | Reduced |
| Enterprise Financial Services Corp | 6,771 | $462.2K | 0.26% | +98+1.5% | Added |
| Keynote Financial Services LLC | 6,765 | $461.8K | 0.35% | −800−10.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,729 | $460.6K | 0.02% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 6,748 | $460.6K | 0.42% | +7+0.1% | Added |
| Donaldson Capital Management, LLC | 6,740 | $460.0K | 0.02% | +20.0% | Added |
| Athena Investment Management | 6,714 | $458.3K | 0.27% | 00.0% | Unchanged |
| South State Corp. | 6,696 | $457.1K | 0.03% | −248−3.6% | Reduced |
| Americana Partners, LLC | 6,690 | $456.7K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 6,684 | $456.3K | 0.12% | +6,684 | New |
| Argent Capital Management LLC | 6,660 | $454.6K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,657 | $454.4K | 0.00% | +83+1.3% | Added |
| Wellington Shields Capital Management, LLC | 6,650 | $453.9K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,625 | $452.2K | 0.06% | −40−0.6% | Reduced |
| Stonebridge Capital Advisors LLC | 6,610 | $451.2K | 0.04% | −527−7.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,571 | $450.0K | 0.02% | −10,455−61.4% | Reduced |
| General Partner, Inc. | 6,583 | $449.4K | 0.27% | 00.0% | Unchanged |
| Essex Savings Bank | 6,569 | $448.4K | 0.11% | −39−0.6% | Reduced |
| GKV Capital Management Co., Inc. | 6,531 | $445.8K | 0.18% | +6,531 | New |
| Maven Securities LTD | 6,500 | $443.7K | 0.07% | −13,900−68.1% | Reduced |
| TCTC Holdings, LLC | 6,500 | $443.7K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6,481 | $442.4K | 0.02% | +50+0.8% | Added |
| Western Wealth Management, LLC | 6,479 | $442.3K | 0.02% | +956+17.3% | Added |
| Transcend Wealth Collective, LLC | 6,475 | $442.0K | 0.03% | +30.0% | Added |
| Berkshire Asset Management LLC | 6,280 | $440.4K | 0.02% | −31−0.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,447 | $440.1K | 0.31% | +150+2.4% | Added |
| Basepoint Wealth LLC | 6,421 | $438.3K | 0.35% | −2,381−27.1% | Reduced |
| Boothbay Fund Management, LLC | 6,418 | $438.1K | 0.01% | +647+11.2% | Added |
| Naples Global Advisors, LLC | 6,385 | $436.9K | 0.04% | +485+8.2% | Added |
| Robinson Smith Wealth Advisors LLC | 6,349 | $433.4K | 0.37% | −260−3.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,346 | $433.2K | 0.09% | −415−6.1% | Reduced |
| MEMBERS Trust Co | 6,316 | $431.1K | 0.01% | −29−0.5% | Reduced |
| Rothschild Investment LLC | 6,314 | $431.0K | 0.03% | −587−8.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,285 | $429.0K | 0.19% | +12+0.2% | Added |
| Cobblestone Capital Advisors LLC | 6,282 | $428.8K | 0.02% | 00.0% | Unchanged |