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Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in Carrier Global Corp as of Mar 31, 2025. 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
1,525
−13 vs. Q4 2024
Shares held
719.4M
−5.47M (−0.8%) vs. Q4 2024
Total value
$45.6B
−$3.90B (−7.9%) vs. Q4 2024
New holders
125
527 more added
Sold out
138
565 more reduced

22 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,525 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ1 2025: $45.6B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2024.

Institutions holding CARR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
West Paces Advisors Inc.2$1270.00%00.0%Unchanged
GoalVest Advisory LLC3$1900.00%+3New
Binnacle Investments Inc4$2540.00%+4New
Osterweis Capital Management Inc5$3170.00%−495−99.0%Reduced
Bear Mountain Capital, Inc.6$3690.00%+6New
PSI Advisors, LLC6$3800.00%00.0%Unchanged
HFM Investment Advisors, LLC6$3810.00%+6New
Albion Financial Group7$4440.00%00.0%Unchanged
Capital A Wealth Management, LLC8$5070.00%00.0%Unchanged
Rakuten Securities, Inc.9$5710.00%+3+50.0%Added
North Ridge Wealth Advisors, Inc.10$6340.00%00.0%Unchanged
Principia Wealth Advisory, LLC11$6680.00%−14−56.0%Reduced
Bare Financial Services, Inc11$6970.00%+11New
Catherine Avery Investment Management LLC13$8240.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.15$9510.00%−23,283−99.9%Reduced
Aventura Private Wealth, LLC15$9510.00%00.0%Unchanged
Garde Capital, Inc.15$9510.00%+15New
First Pacific Financial15$9510.00%+15New
Blume Capital Management, Inc.17$1.08K0.00%+17New
Winnow Wealth LLC18$1.08K0.00%+6+50.0%Added
Parkworth Wealth Management, Inc.18$1.14K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC18$1.14K0.00%+18New
Fairman Group, LLC17$1.16K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$1.27K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC23$1.46K0.00%+23New
Game Plan Financial Advisors, LLC24$1.52K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC25$1.58K0.00%00.0%Unchanged
Fairscale Capital, LLC25$1.58K0.00%00.0%Unchanged
Millstone Evans Group, LLC26$1.65K0.00%00.0%Unchanged
Horizon Financial Services, LLC26$1.65K0.00%+26New
Bogart Wealth, LLC28$1.77K0.00%00.0%Unchanged
BFSG, LLC30$1.90K0.00%−20−40.0%Reduced
Trifecta Capital Advisors, LLC31$1.97K0.00%00.0%Unchanged
Johnson Financial Group, Inc.32$2.03K0.00%+16+100.0%Added
Park Place Capital Corp34$2.16K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC38$2.41K0.00%+38New
TD Capital Management LLC40$2.54K0.00%00.0%Unchanged
Greenline Partners, LLC40$2.54K0.00%+40New
Aspect Partners, LLC41$2.60K0.00%00.0%Unchanged
Richardson Financial Services Inc.41$2.60K0.00%−5−10.9%Reduced
Signature Resources Capital Management, LLC42$2.66K0.00%00.0%Unchanged
Clark Wealth Partners42$2.66K0.00%+42New
Battery Global Advisors, LLC44$2.79K0.00%00.0%Unchanged
Valued Wealth Advisors LLC47$2.98K0.00%−1−2.1%Reduced
Navigoe, LLC50$3.00K0.00%00.0%Unchanged
Pacific Center for Financial Services50$3.17K0.00%00.0%Unchanged
True Wealth Design, LLC52$3.28K0.00%+12+30.0%Added
PFS Partners, LLC53$3.34K0.00%+1+1.9%Added
Redwood Park Advisors LLC53$3.36K0.00%00.0%Unchanged
Pinney & Scofield, Inc.54$3.45K0.00%00.0%Unchanged
Financial Freedom, LLC56$3.57K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC58$3.68K0.06%+58New
DHJJ Financial Advisors, Ltd.59$3.74K0.00%00.0%Unchanged
WealthTrak Capital Management LLC65$4.12K0.00%+40+160.0%Added
Westend Capital Management, LLC66$4.18K0.00%+66New
Atticus Wealth Management, LLC66$4.18K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC68$4.31K0.00%+8+13.3%Added
Cranbrook Wealth Management, LLC75$4.75K0.00%00.0%Unchanged
Fortis Group Advisors, LLC76$4.82K0.00%00.0%Unchanged
Sierra Ocean, LLC78$4.96K0.00%+16+25.8%Added
Avion Wealth86$5.00K0.00%00.0%Unchanged
Inlight Wealth Management, LLC81$5.13K0.00%+81New
Hughes Financial Services, LLC85$5.40K0.00%+85New
Salomon & Ludwin, LLC86$5.45K0.00%00.0%Unchanged
Dogwood Wealth Management LLC86$5.46K0.00%+54+168.8%Added
Toth Financial Advisory Corp90$5.71K0.00%00.0%Unchanged
MorganRosel Wealth Management, LLC90$5.71K0.00%+90New
Atala Financial Inc93$5.90K0.00%00.0%Unchanged
Darwin Advisors, LLC90$6.14K0.00%00.0%Unchanged
UMA Financial Services, Inc.98$6.21K0.00%00.0%Unchanged
Westside Investment Management, Inc.100$6.34K0.00%00.0%Unchanged
Sofos Investments, Inc.101$6.40K0.00%+101New
Headlands Technologies LLC109$6.91K0.00%−11,534−99.1%Reduced
Comprehensive Financial Planning, Inc.110$6.97K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.110$7.00K0.00%00.0%Unchanged
Syntax Research, Inc.118$7.48K0.01%00.0%Unchanged
Stonebridge Financial Group, LLC119$7.54K0.00%+19+19.0%Added
Glass Jacobson Investment Advisors llc111$7.58K0.00%00.0%Unchanged
Holos Integrated Wealth LLC120$7.61K0.00%−45−27.3%Reduced
Halbert Hargrove Global Advisors, LLC120$7.61K0.00%+4+3.4%Added
Nova Wealth Management, Inc.122$7.74K0.01%+22+22.0%Added
Graney & King, LLC124$7.86K0.01%+124New
ZRC Wealth Management, LLC134$8.53K0.00%00.0%Unchanged
Main Street Group, LTD141$8.88K0.00%+8+6.0%Added
Breakwater Investment Management145$9.19K0.00%00.0%Unchanged
Wiser Advisor Group LLC149$9.46K0.01%00.0%Unchanged
Wolff Wiese Magana LLC152$9.64K0.01%+137+913.3%Added
Groupe la Francaise173$9.67K0.00%−14,580−98.8%Reduced
Sachetta, LLC154$9.76K0.00%+59+62.1%Added
BOK Financial Private Wealth, Inc.160$10.1K0.00%−200−55.6%Reduced
High Note Wealth, LLC163$10.3K0.00%00.0%Unchanged
Ogorek Anthony Joseph184$11.0K0.00%+137+291.5%Added
Highline Wealth Partners LLC174$11.0K0.00%+111+176.2%Added
MJT & Associates Financial Advisory Group, Inc.175$11.1K0.01%+175New
Kestra Investment Management, LLC179$11.3K0.00%+179New
MCF Advisors LLC180$11.4K0.00%−24−11.8%Reduced
Dunhill Financial, LLC199$12.6K0.01%−19−8.7%Reduced
Vision Financial Markets LLC200$12.7K0.01%+200New
Global Wealth Strategies & Associates200$12.7K0.00%+200New
VSM Wealth Advisory, LLC201$12.7K0.00%00.0%Unchanged