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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 41,778 | $2.65M | 0.19% | +173+0.4% | Added |
| SG Americas Securities, LLC | 41,895 | $2.66M | 0.01% | +40,044+2,163.4% | Added |
| Concentric Capital Strategies, LP | 41,945 | $2.66M | 0.27% | +41,945 | New |
| Elefante Mark B | 42,065 | $2.67M | 2.11% | +10,340+32.6% | Added |
| Atria Investments LLC | 42,169 | $2.67M | 0.03% | +1,620+4.0% | Added |
| Generali Asset Management SPA SGR | 42,171 | $2.67M | 0.07% | +4,323+11.4% | Added |
| Brasada Capital Management, LP | 48,363 | $2.69M | 0.54% | −13,924−22.4% | Reduced |
| Securian Asset Management, Inc | 42,776 | $2.71M | 0.08% | −2,069−4.6% | Reduced |
| AMG National Trust Bank | 42,835 | $2.72M | 0.08% | 00.0% | Unchanged |
| Norinchukin Bank, The | 43,346 | $2.75M | 0.05% | +4,987+13.0% | Added |
| Louisiana State Employees Retirement System | 43,400 | $2.75M | 0.05% | −1,500−3.3% | Reduced |
| Sargent Investment Group, LLC | 43,426 | $2.75M | 0.44% | +189+0.4% | Added |
| Renaissance Technologies LLC | 43,500 | $2.76M | 0.00% | +43,500 | New |
| Crossmark Global Holdings, Inc. | 43,969 | $2.79M | 0.05% | +4,262+10.7% | Added |
| New England Research & Management, Inc. | 44,500 | $2.82M | 1.43% | −2,200−4.7% | Reduced |
| Argent Trust Co | 44,656 | $2.83M | 0.12% | −817−1.8% | Reduced |
| Venture Visionary Partners LLC | 44,901 | $2.85M | 0.12% | +405+0.9% | Added |
| Wesbanco Bank Inc | 45,038 | $2.86M | 0.10% | −632−1.4% | Reduced |
| Cohen Klingenstein LLC | 45,668 | $2.90M | 0.10% | 00.0% | Unchanged |
| XTX Topco Ltd | 45,728 | $2.90M | 0.15% | +45,728 | New |
| MAI Capital Management | 45,811 | $2.90M | 0.02% | −849−1.8% | Reduced |
| YHB Investment Advisors, Inc. | 46,027 | $2.92M | 0.24% | −78−0.2% | Reduced |
| Lido Advisors, LLC | 46,938 | $2.98M | 0.02% | +23,844+103.2% | Added |
| ING Groep NV | 47,480 | $3.01M | 0.02% | −59,093−55.4% | Reduced |
| Dempze Nancy E | 47,759 | $3.03M | 1.82% | +10,277+27.4% | Added |
| Gulf International Bank (UK) Ltd | 47,862 | $3.03M | 0.10% | −17,431−26.7% | Reduced |
| Silvercrest Asset Management Group LLC | 48,252 | $3.06M | 0.02% | +646+1.4% | Added |
| Heritage Investors Management Corp | 48,635 | $3.08M | 0.11% | +2,214+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 48,664 | $3.09M | 0.02% | +2,084+4.5% | Added |
| Quadrature Capital Ltd | 48,692 | $3.09M | 0.07% | +48,692 | New |
| Lombard Odier Asset Management (Switzerland) SA | 48,991 | $3.11M | 0.18% | +25,124+105.3% | Added |
| Brown Brothers Harriman & Co | 49,172 | $3.12M | 0.02% | −4,318−8.1% | Reduced |
| Hartford Investment Management Co | 49,279 | $3.12M | 0.11% | −2,361−4.6% | Reduced |
| Delaney Dennis R | 51,755 | $3.28M | 1.78% | +7,675+17.4% | Added |
| Notis-McConarty Edward | 51,980 | $3.30M | 1.69% | +4,720+10.0% | Added |
| Westport Asset Management Inc | 52,400 | $3.32M | 1.61% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 52,636 | $3.34M | 0.16% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 52,914 | $3.35M | 0.10% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 52,985 | $3.36M | 0.05% | −350−0.7% | Reduced |
| Brookfield Asset Management Inc. | 53,356 | $3.38M | 0.00% | −1,565−2.8% | Reduced |
| Oppenheimer & Co Inc | 53,535 | $3.39M | 0.05% | −15,241−22.2% | Reduced |
| Gilman Hill Asset Management, LLC | 53,670 | $3.40M | 0.59% | +1,121+2.1% | Added |
| Bleakley Financial Group, LLC | 53,794 | $3.41M | 0.11% | +1,422+2.7% | Added |
| Gotham Asset Management, LLC | 53,947 | $3.42M | 0.03% | +45,687+553.1% | Added |
| JB Capital LLC | 53,989 | $3.42M | 0.19% | −2,484−4.4% | Reduced |
| Selway Asset Management | 54,367 | $3.45M | 1.42% | +16,650+44.1% | Added |
| Delta Capital Management LLC | 54,390 | $3.45M | 2.00% | −1,665−3.0% | Reduced |
| Huntington National Bank | 55,957 | $3.55M | 0.03% | −1,833−3.2% | Reduced |
| ABN AMRO Bank N.V. | 56,065 | $3.55M | 0.05% | +7,245+14.8% | Added |
| Jane Street Group, LLC | 56,244 | $3.57M | 0.01% | −531,780−90.4% | Reduced |
| Canandaigua National Bank & Trust Co | 56,327 | $3.57M | 0.36% | −2,209−3.8% | Reduced |
| Kentucky Retirement Systems | 57,285 | $3.63M | 0.11% | −409−0.7% | Reduced |
| LRI Investments, LLC | 57,371 | $3.64M | 0.35% | −1,423−2.4% | Reduced |
| Empowered Funds, LLC | 57,904 | $3.67M | 0.05% | +1,942+3.5% | Added |
| RSM US Wealth Management LLC | 58,482 | $3.71M | 0.06% | −3,541−5.7% | Reduced |
| Harmony Asset Management LLC | 59,029 | $3.74M | 1.57% | +1,372+2.4% | Added |
| Tower View Investment Management & Research LLC | 59,601 | $3.78M | 2.20% | −1,053−1.7% | Reduced |
| NBT Bank N A | 59,949 | $3.80M | 0.27% | −725−1.2% | Reduced |
| CWM, LLC | 60,122 | $3.81M | 0.02% | +346+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 60,565 | $3.84M | 0.01% | +26,594+78.3% | Added |
| Benjamin Edwards Inc | 61,984 | $3.93M | 0.05% | +430+0.7% | Added |
| Sone Capital Management, LLC | 62,109 | $3.94M | 0.41% | +33,157+114.5% | Added |
| Richard Bernstein Advisors LLC | 62,416 | $3.96M | 0.10% | −3,616−5.5% | Reduced |
| NEOS Investment Management LLC | 62,740 | $3.98M | 0.08% | +11,253+21.9% | Added |
| Pacer Advisors, Inc. | 62,754 | $3.98M | 0.01% | −26,785−29.9% | Reduced |
| Daymark Wealth Partners, LLC | 63,232 | $4.01M | 0.17% | +971+1.6% | Added |
| Dearborn Partners LLC | 63,274 | $4.01M | 0.19% | −1,148−1.8% | Reduced |
| Cohen Capital Management, Inc. | 63,634 | $4.03M | 0.69% | −200−0.3% | Reduced |
| Patten Group, Inc. | 64,022 | $4.06M | 0.93% | −2,265−3.4% | Reduced |
| Rafferty Asset Management, LLC | 64,102 | $4.06M | 0.02% | −16,524−20.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 64,431 | $4.08M | 0.04% | +2,425+3.9% | Added |
| Mizuho Securities USA LLC | 64,661 | $4.10M | 0.09% | −14,423−18.2% | Reduced |
| UniSuper Management Pty Ltd | 64,744 | $4.10M | 0.03% | +3,096+5.0% | Added |
| Circle Wealth Management, LLC | 64,976 | $4.12M | 0.10% | 00.0% | Unchanged |
| USS Investment Management Ltd | 65,378 | $4.14M | 0.03% | −38,099−36.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 66,313 | $4.20M | 0.11% | −139,333−67.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 66,715 | $4.23M | 1.30% | +24,815+59.2% | Added |
| AQR Capital Management LLC | 68,225 | $4.24M | 0.00% | +23,200+51.5% | Added |
| Avanza Fonder AB | 65,389 | $4.25M | 0.14% | −11,072−14.5% | Reduced |
| Sanctuary Advisors, LLC | 67,807 | $4.30M | 0.03% | −4,482−6.2% | Reduced |
| Snowden Capital Advisors LLC | 67,888 | $4.30M | 0.14% | −3,973−5.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 68,124 | $4.32M | 0.75% | −431−0.6% | Reduced |
| Stephens Inc | 68,655 | $4.35M | 0.06% | −202−0.3% | Reduced |
| Family Capital Trust Co | 69,155 | $4.38M | 1.57% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 69,368 | $4.40M | 0.08% | −2,160−3.0% | Reduced |
| Nordea Investment Management AB | 72,076 | $4.48M | 0.00% | +4,127+6.1% | Added |
| Ferguson Wellman Capital Management, Inc | 72,041 | $4.57M | 0.09% | −801−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 73,052 | $4.63M | 0.19% | −3,474−4.5% | Reduced |
| Rakuten Investment Management, Inc. | 73,810 | $4.67M | 0.02% | +73,810 | New |
| Private Advisor Group, LLC | 74,179 | $4.70M | 0.03% | −1,090−1.4% | Reduced |
| Glenmede Trust Co NA | 74,298 | $4.71M | 0.03% | −9,071−10.9% | Reduced |
| AdvisorNet Financial, Inc | 77,765 | $4.93M | 0.37% | −2,461−3.1% | Reduced |
| Clearbridge Investments, LLC | 78,032 | $4.95M | 0.00% | +2,877+3.8% | Added |
| Douglass Winthrop Advisors, LLC | 79,015 | $5.01M | 0.10% | −109−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 79,469 | $5.04M | 0.02% | −16,922−17.6% | Reduced |
| Elo Mutual Pension Insurance Co | 79,759 | $5.06M | 0.11% | +2,690+3.5% | Added |
| Bank of Nova Scotia | 80,110 | $5.08M | 0.01% | −25,802−24.4% | Reduced |
| Avantax Advisory Services, Inc. | 80,387 | $5.10M | 0.03% | −10,793−11.8% | Reduced |
| Synovus Financial Corp | 80,754 | $5.12M | 0.07% | +24,750+44.2% | Added |
| Candriam Luxembourg S.C.A. | 81,317 | $5.16M | 0.03% | −2,607−3.1% | Reduced |