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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 24,323 | $1.54M | 0.03% | +379+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 24,399 | $1.55M | 0.11% | +24,399 | New |
| Callan Family Office, LLC | 24,532 | $1.56M | 0.12% | −5,040−17.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,713 | $1.57M | 0.03% | −1,856−7.0% | Reduced |
| Crews Bank & Trust | 24,791 | $1.57M | 0.27% | −700−2.7% | Reduced |
| Everence Capital Management Inc | 24,850 | $1.57M | 0.11% | 00.0% | Unchanged |
| Greenleaf Trust | 25,009 | $1.59M | 0.01% | +1,529+6.5% | Added |
| Hudson Bay Capital Management LP | 25,159 | $1.60M | 0.01% | +25,159 | New |
| Principle Wealth Partners LLC | 25,389 | $1.61M | 0.12% | −32−0.1% | Reduced |
| Nomura Holdings Inc | 25,480 | $1.62M | 0.01% | −12,963−33.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 25,685 | $1.63M | 0.03% | −809−3.1% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.64M | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 25,850 | $1.64M | 0.06% | +546+2.2% | Added |
| IMA Wealth, Inc. | 25,876 | $1.64M | 0.19% | −633−2.4% | Reduced |
| Liberty Capital Management, Inc. | 25,878 | $1.64M | 0.37% | −3,132−10.8% | Reduced |
| HighPoint Advisor Group LLC | 26,984 | $1.64M | 0.10% | −142−0.5% | Reduced |
| Sabal Trust CO | 25,976 | $1.65M | 0.09% | −28−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.65M | 0.21% | 00.0% | Unchanged |
| Allstate Corp | 26,164 | $1.66M | 0.05% | +2,416+10.2% | Added |
| Moors & Cabot, Inc. | 26,241 | $1.66M | 0.08% | +127+0.5% | Added |
| FineMark National Bank & Trust | 26,301 | $1.67M | 0.06% | −713−2.6% | Reduced |
| Aureus Asset Management, LLC | 26,629 | $1.69M | 0.12% | −1,500−5.3% | Reduced |
| Kinneret Advisory, LLC | 26,691 | $1.69M | 0.17% | −90−0.3% | Reduced |
| Dakota Wealth Management | 26,770 | $1.70M | 0.04% | +4,535+20.4% | Added |
| Van Hulzen Asset Management, LLC | 27,275 | $1.73M | 0.16% | −1,778−6.1% | Reduced |
| Nia Impact Advisors, LLC | 27,351 | $1.73M | 0.64% | −1,850−6.3% | Reduced |
| Goelzer Investment Management, Inc. | 27,611 | $1.75M | 0.10% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 27,835 | $1.76M | 0.03% | −1,725−5.8% | Reduced |
| Holderness Investments Co | 27,918 | $1.77M | 0.41% | −1,012−3.5% | Reduced |
| Atria Wealth Solutions, Inc. | 28,091 | $1.78M | 0.02% | −5,632−16.7% | Reduced |
| Barden Capital Management, Inc. | 28,407 | $1.80M | 1.60% | +131+0.5% | Added |
| Glenview Trust Co | 28,545 | $1.81M | 0.04% | −138−0.5% | Reduced |
| Bessemer Group Inc | 28,768 | $1.82M | 0.00% | +3,900+15.7% | Added |
| Apollon Wealth Management, LLC | 28,757 | $1.82M | 0.04% | +2,774+10.7% | Added |
| Omers Administration Corp | 28,799 | $1.83M | 0.02% | −4,751−14.2% | Reduced |
| Headinvest, LLC | 28,810 | $1.83M | 0.36% | −272−0.9% | Reduced |
| Empirical Finance, LLC | 29,059 | $1.84M | 0.11% | +583+2.0% | Added |
| Cornerstone Advisors, LLC | 29,100 | $1.84M | 0.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 29,107 | $1.85M | 0.02% | +1,084+3.9% | Added |
| Miracle Mile Advisors, LLC | 29,132 | $1.85M | 0.04% | −3,288−10.1% | Reduced |
| Azzad Asset Management Inc | 29,243 | $1.85M | 0.22% | +221+0.8% | Added |
| Bryn Mawr Trust Co | 29,584 | $1.88M | 0.04% | −5,024−14.5% | Reduced |
| Clearstead Advisors, LLC | 29,724 | $1.88M | 0.03% | −3,494−10.5% | Reduced |
| Hartline Investment Corp | 29,774 | $1.89M | 0.25% | −2,447−7.6% | Reduced |
| Summit Trail Advisors, LLC | 30,100 | $1.91M | 0.06% | +5,860+24.2% | Added |
| Aurora Investment Counsel | 30,360 | $1.92M | 1.07% | −400−1.3% | Reduced |
| Perigon Wealth Management, LLC | 30,364 | $1.93M | 0.05% | −7,146−19.1% | Reduced |
| South Dakota Investment Council | 30,594 | $1.94M | 0.04% | −259−0.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 30,720 | $1.95M | 0.02% | −19,367−38.7% | Reduced |
| Lazard Asset Management LLC | 31,194 | $1.98M | 0.00% | −53−0.2% | Reduced |
| Value Partners Investments Inc. | 31,413 | $1.99M | 0.17% | +2,372+8.2% | Added |
| Quantessence Capital LLC | 31,600 | $2.00M | 0.50% | +31,600 | New |
| Cunning Capital Partners, LP | 31,613 | $2.00M | 1.28% | −182−0.6% | Reduced |
| Mfg Wealth Management, Inc. | 32,535 | $2.06M | 1.97% | −15,431−32.2% | Reduced |
| Blue Square Asset Management, LLC | 33,308 | $2.11M | 1.14% | −277−0.8% | Reduced |
| Tiaa Trust, National Association | 33,533 | $2.13M | 0.01% | +1,566+4.9% | Added |
| E. Ohman J:or Asset Management AB | 33,900 | $2.15M | 0.06% | −2,300−6.4% | Reduced |
| Concurrent Investment Advisors, LLC | 34,021 | $2.16M | 0.05% | +6,582+24.0% | Added |
| Delta Financial Advisors LLC | 34,125 | $2.16M | 0.81% | +170+0.5% | Added |
| Whittier Trust Co | 34,589 | $2.19M | 0.03% | −337−1.0% | Reduced |
| Lee Danner & Bass Inc | 34,593 | $2.19M | 0.18% | −203−0.6% | Reduced |
| Souders Financial Advisors | 34,777 | $2.20M | 0.31% | −23,488−40.3% | Reduced |
| Evelyn Partners Investment Management LLP | 35,110 | $2.23M | 0.07% | +3,335+10.5% | Added |
| Vinva Investment Management Ltd | 35,246 | $2.23M | 0.09% | +35,246 | New |
| North Star Investment Management Corp. | 35,300 | $2.24M | 0.16% | −11,500−24.6% | Reduced |
| Banque Cantonale Vaudoise | 35,434 | $2.25M | 0.10% | +35,434 | New |
| B. Metzler seel. Sohn & Co. AG | 36,205 | $2.30M | 0.02% | +746+2.1% | Added |
| Change Path, LLC | 36,426 | $2.31M | 0.07% | −6,939−16.0% | Reduced |
| HB Wealth Management, LLC | 36,438 | $2.31M | 0.02% | +4,438+13.9% | Added |
| Polar Capital Holdings Plc | 36,500 | $2.31M | 0.01% | −73,000−66.7% | Reduced |
| Thrivent Financial for Lutherans | 36,020 | $2.32M | 0.01% | −4,579−11.3% | Reduced |
| Cresset Asset Management, LLC | 36,607 | $2.32M | 0.01% | −2,164−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 36,642 | $2.32M | 0.02% | +1,180+3.3% | Added |
| Brinker Capital Investments, LLC | 36,902 | $2.34M | 0.02% | +2,375+6.9% | Added |
| Orion Portfolio Solutions, LLC | 36,902 | $2.34M | 0.02% | +2,375+6.9% | Added |
| Kovitz Investment Group Partners, LLC | 36,905 | $2.34M | 0.01% | +1,530+4.3% | Added |
| Trust Co of Vermont | 37,519 | $2.38M | 0.12% | −1,410−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 37,762 | $2.40M | 0.00% | −1,018−2.6% | Reduced |
| Engineers Gate Manager LP | 37,865 | $2.40M | 0.04% | −150,389−79.9% | Reduced |
| Merit Financial Group, LLC | 38,010 | $2.41M | 0.04% | −3,857−9.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 33,861 | $2.41M | 0.13% | +33,861 | New |
| Poehling Capital Management, LLC | 38,228 | $2.42M | 0.61% | −307−0.8% | Reduced |
| Monarch Capital Management Inc | 38,301 | $2.43M | 0.67% | −155−0.4% | Reduced |
| New Mexico Educational Retirement Board | 39,017 | $2.47M | 0.09% | −1,000−2.5% | Reduced |
| Maryland State Retirement & Pension System | 39,222 | $2.49M | 0.06% | −5,580−12.5% | Reduced |
| J.W. Cole Advisors, Inc. | 39,287 | $2.49M | 0.08% | +24,818+171.5% | Added |
| Lifeworks Advisors, LLC | 39,536 | $2.51M | 0.42% | +27,801+236.9% | Added |
| Metis Global Partners, LLC | 39,657 | $2.51M | 0.07% | +5,273+15.3% | Added |
| Pinnacle Associates Ltd | 39,723 | $2.52M | 0.04% | +1,657+4.4% | Added |
| Bensler, LLC | 39,874 | $2.53M | 0.32% | −130.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 39,923 | $2.53M | 0.00% | +23,105+137.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.54M | 0.60% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 40,110 | $2.54M | 0.18% | +40,110 | New |
| GWM Advisors LLC | 40,228 | $2.55M | 0.02% | −486−1.2% | Reduced |
| TD Waterhouse Canada Inc. | 40,519 | $2.57M | 0.02% | +6,452+18.9% | Added |
| Allianz SE | 40,694 | $2.58M | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40,920 | $2.59M | 0.07% | +120+0.3% | Added |
| Beacon Pointe Advisors, LLC | 41,144 | $2.61M | 0.03% | +375+0.9% | Added |
| Park Avenue Securities LLC | 41,170 | $2.61M | 0.03% | +10,750+35.3% | Added |
| Savant Capital, LLC | 41,548 | $2.63M | 0.02% | −3,953−8.7% | Reduced |