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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pitcairn Co | 15,224 | $965.2K | 0.06% | +629+4.3% | Added |
| 1858 Wealth Management, LLC | 15,242 | $966.3K | 0.82% | +311+2.1% | Added |
| GLOBALT Investments LLC | 15,280 | $968.8K | 0.04% | −1,227−7.4% | Reduced |
| Vestcor Inc | 15,281 | $969.0K | 0.03% | +32+0.2% | Added |
| Ameritas Advisory Services, LLC | 15,184 | $970.3K | 0.04% | +11,382+299.4% | Added |
| Prime Capital Investment Advisors, LLC | 15,327 | $971.7K | 0.01% | +1,406+10.1% | Added |
| Roberts Glore & Co Inc | 15,472 | $980.9K | 0.30% | −380−2.4% | Reduced |
| ICW Investment Advisors LLC | 15,510 | $983.3K | 0.40% | +119+0.8% | Added |
| Walleye Trading LLC | 15,595 | $988.7K | 0.03% | +15,595 | New |
| Lipe & Dalton | 15,785 | $1.00M | 0.56% | −3,049−16.2% | Reduced |
| Enterprise Bank & Trust Co | 16,013 | $1.02M | 0.39% | +16,013 | New |
| Ballentine Partners, LLC | 16,067 | $1.02M | 0.02% | −95−0.6% | Reduced |
| NorthRock Partners, LLC | 16,168 | $1.03M | 0.03% | +398+2.5% | Added |
| Eastern Bank | 16,238 | $1.03M | 0.02% | −2,429−13.0% | Reduced |
| Warren Averett Asset Management, LLC | 16,269 | $1.03M | 0.01% | +1,778+12.3% | Added |
| Marble Harbor Investment Counsel, LLC | 16,430 | $1.04M | 0.12% | −500−3.0% | Reduced |
| GAMMA Investing LLC | 16,698 | $1.06M | 0.08% | +1,878+12.7% | Added |
| Little House Capital LLC | 16,764 | $1.06M | 0.29% | +5,012+42.6% | Added |
| Salem Investment Counselors Inc | 16,885 | $1.07M | 0.04% | −3,605−17.6% | Reduced |
| Crestwood Advisors Group LLC | 16,929 | $1.07M | 0.02% | +1,219+7.8% | Added |
| Kingsview Wealth Management, LLC | 16,945 | $1.07M | 0.02% | +1,290+8.2% | Added |
| Ieq Capital, LLC | 17,058 | $1.08M | 0.01% | +1,563+10.1% | Added |
| Diversified Trust Co | 17,128 | $1.09M | 0.03% | +479+2.9% | Added |
| Wendell David Associates Inc | 17,203 | $1.09M | 0.11% | 00.0% | Unchanged |
| Romano Brothers and Company | 17,232 | $1.09M | 0.14% | +145+0.8% | Added |
| Kraematon Investment Advisors, Inc | 17,350 | $1.10M | 1.12% | −568−3.2% | Reduced |
| Home Federal Bank of Tennessee | 17,422 | $1.10M | 0.33% | −30−0.2% | Reduced |
| Wedbush Securities Inc | 17,656 | $1.12M | 0.04% | +1,498+9.3% | Added |
| Citizens Financial Group Inc | 17,745 | $1.13M | 0.02% | +869+5.1% | Added |
| Cascade Investment Advisors, Inc. | 17,793 | $1.13M | 0.76% | +250+1.4% | Added |
| EP Wealth Advisors, LLC | 17,803 | $1.13M | 0.01% | +582+3.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 17,844 | $1.13M | 0.00% | −438−2.4% | Reduced |
| Advisory Services Network, LLC | 17,856 | $1.13M | 0.02% | +1,320+8.0% | Added |
| Patten & Patten Inc | 18,124 | $1.15M | 0.08% | 00.0% | Unchanged |
| SIR Capital Management, L.P. | 18,133 | $1.15M | 0.10% | +18,133 | New |
| V-Square Quantitative Management LLC | 18,168 | $1.15M | 0.17% | +533+3.0% | Added |
| Principal Securities, Inc. | 16,920 | $1.15M | 0.03% | +10.0% | Added |
| Sequoia Financial Advisors, LLC | 18,285 | $1.16M | 0.01% | +1,400+8.3% | Added |
| Northwestern Mutual Wealth Management Co | 18,333 | $1.16M | 0.00% | +1,860+11.3% | Added |
| First Manhattan Co | 18,338 | $1.16M | 0.00% | −151−0.8% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 18,436 | $1.17M | 1.13% | −134−0.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,549 | $1.18M | 0.10% | −338−1.8% | Reduced |
| 111 Capital | 18,621 | $1.18M | 0.23% | +18,621 | New |
| Advisor OS, LLC | 18,639 | $1.18M | 0.13% | +4,826+34.9% | Added |
| Stratos Wealth Partners, LTD. | 18,654 | $1.18M | 0.02% | −1,031−5.2% | Reduced |
| Ahl Investment Management, Inc. | 18,666 | $1.18M | 0.82% | −95−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 18,912 | $1.20M | 0.02% | −68−0.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.20M | 0.23% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 19,000 | $1.20M | 0.10% | +19,000 | New |
| InTrack Investment Management Inc | 19,226 | $1.22M | 1.11% | −667−3.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,309 | $1.22M | 0.18% | +19,309 | New |
| Signaturefd, LLC | 19,374 | $1.23M | 0.02% | +1,009+5.5% | Added |
| CAPROCK Group, Inc. | 19,385 | $1.23M | 0.04% | −6,589−25.4% | Reduced |
| Quadrant Capital Group LLC | 19,413 | $1.23M | 0.05% | +7,178+58.7% | Added |
| United Services Automobile Association | 19,481 | $1.23M | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 19,457 | $1.23M | 0.03% | +33+0.2% | Added |
| Integrated Wealth Concepts LLC | 19,468 | $1.23M | 0.01% | +364+1.9% | Added |
| Tower Research Capital LLC (TRC) | 19,547 | $1.24M | 0.04% | −28,450−59.3% | Reduced |
| Trust Co of Toledo NA | 19,687 | $1.25M | 0.17% | +5,683+40.6% | Added |
| TownSquare Capital, LLC | 19,767 | $1.25M | 0.01% | +480+2.5% | Added |
| Lazard Freres Gestion S.A.S. | 19,865 | $1.26M | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 21,377 | $1.27M | 0.06% | +79+0.4% | Added |
| BKD Wealth Advisors, LLC | 20,157 | $1.28M | 0.03% | +2,483+14.0% | Added |
| Farmers & Merchants Investments Inc | 20,234 | $1.28M | 0.04% | −8,568−29.7% | Reduced |
| AXS Investments LLC | 20,393 | $1.29M | 0.36% | +2,579+14.5% | Added |
| Personal Cfo Solutions, LLC | 20,450 | $1.30M | 0.26% | +121+0.6% | Added |
| Massachusetts Wealth Management | 20,600 | $1.31M | 0.90% | +1,775+9.4% | Added |
| Penobscot Investment Management Company, Inc. | 20,678 | $1.31M | 0.12% | +2,071+11.1% | Added |
| Neville Rodie & Shaw Inc | 20,723 | $1.31M | 0.10% | −866−4.0% | Reduced |
| Princeton Global Asset Management LLC | 20,748 | $1.32M | 0.26% | +85+0.4% | Added |
| Redwood Investment Management, LLC | 20,754 | $1.32M | 0.14% | +20,754 | New |
| Oak Thistle LLC | 20,775 | $1.32M | 0.27% | +20,775 | New |
| Birch Hill Investment Advisors LLC | 20,891 | $1.32M | 0.06% | −237−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 20,893 | $1.32M | 0.02% | +867+4.3% | Added |
| Virtus Investment Advisers, Inc. | 21,112 | $1.34M | 0.36% | +21,112 | New |
| Garrison Point Advisors, LLC | 21,640 | $1.37M | 0.67% | −150−0.7% | Reduced |
| Modera Wealth Management, LLC | 21,703 | $1.38M | 0.02% | −143−0.7% | Reduced |
| TD Private Client Wealth LLC | 21,712 | $1.38M | 0.04% | +8,158+60.2% | Added |
| Wahed Invest LLC | 21,973 | $1.39M | 0.24% | +1,614+7.9% | Added |
| Burling Wealth Partners, LLC | 22,058 | $1.40M | 0.29% | −7,860−26.3% | Reduced |
| Hunter Associates Investment Management LLC | 22,048 | $1.40M | 0.22% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 22,095 | $1.40M | 0.11% | −43,370−66.2% | Reduced |
| Central Trust Co | 22,183 | $1.41M | 0.03% | −750−3.3% | Reduced |
| Burney Co | 22,232 | $1.41M | 0.05% | −310−1.4% | Reduced |
| Griffin Asset Management, Inc. | 22,352 | $1.42M | 0.17% | +680+3.1% | Added |
| Hartford Financial Management Inc. | 22,374 | $1.42M | 0.29% | +30.0% | Added |
| Woodstock Corp | 22,553 | $1.43M | 0.14% | −504−2.2% | Reduced |
| Investment Management Corp of Ontario | 22,814 | $1.45M | 0.03% | +200+0.9% | Added |
| Meeder Advisory Services, Inc. | 22,891 | $1.45M | 0.09% | +1,147+5.3% | Added |
| Bridges Investment Management Inc | 23,055 | $1.46M | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 23,213 | $1.47M | 0.23% | +23,213 | New |
| Quantum Private Wealth, LLC | 23,346 | $1.48M | 0.56% | +75+0.3% | Added |
| Carmel Capital Partners, LLC | 23,374 | $1.48M | 0.58% | +7,067+43.3% | Added |
| Trueblood Wealth Management, LLC | 23,475 | $1.49M | 0.69% | +1,751+8.1% | Added |
| Parallel Advisors, LLC | 23,539 | $1.49M | 0.03% | +3,489+17.4% | Added |
| Financial Advocates Investment Management | 23,823 | $1.51M | 0.11% | −3,040−11.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,840 | $1.51M | 0.02% | −10,676−30.9% | Reduced |
| Curbstone Financial Management Corp | 23,898 | $1.52M | 0.32% | +600+2.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 23,912 | $1.52M | 0.05% | −762−3.1% | Reduced |
| PGGM Investments | 24,321 | $1.54M | 0.02% | 00.0% | Unchanged |