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 |
|---|---|---|---|---|---|
| Pegasus Asset Management, Inc. | 81,410 | $5.16M | 2.07% | +2,024+2.5% | Added |
| Evoke Wealth, LLC | 81,603 | $5.17M | 0.14% | −8,486−9.4% | Reduced |
| Fayez Sarofim & Co | 82,088 | $5.20M | 0.01% | −428−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 82,617 | $5.25M | 0.05% | +16,169+24.3% | Added |
| OP Asset Management Ltd | 84,081 | $5.33M | 0.09% | +84,081 | New |
| Sagefield Capital LP | 85,185 | $5.40M | 0.65% | −17,785−17.3% | Reduced |
| Cary Street Partners Financial LLC | 85,618 | $5.43M | 0.17% | +28,971+51.1% | Added |
| American Century Companies Inc | 88,338 | $5.60M | 0.00% | −5,272−5.6% | Reduced |
| HM Payson & Co | 88,383 | $5.60M | 0.10% | −1,395−1.6% | Reduced |
| CIBC World Markets Inc. | 88,456 | $5.61M | 0.01% | −30,539−25.7% | Reduced |
| Parsons Capital Management Inc | 89,122 | $5.65M | 0.31% | −2,919−3.2% | Reduced |
| AXA S.A. | 89,226 | $5.66M | 0.02% | −19,179−17.7% | Reduced |
| Weiss Asset Management LP | 89,554 | $5.68M | 0.15% | +78,355+699.7% | Added |
| QRG Capital Management, Inc. | 91,108 | $5.78M | 0.06% | +17,842+24.4% | Added |
| Kidder Stephen W | 91,539 | $5.80M | 1.81% | +7,349+8.7% | Added |
| Clifford Swan Investment Counsel LLC | 91,890 | $5.83M | 0.22% | +745+0.8% | Added |
| Wesleyan Assurance Society | 92,200 | $5.84M | 0.43% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 92,492 | $5.86M | 0.06% | +978+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 93,785 | $5.95M | 0.05% | +21,515+29.8% | Added |
| Schonfeld Strategic Advisors LLC | 93,885 | $5.95M | 0.04% | −32,989−26.0% | Reduced |
| Mutual of America Capital Management LLC | 93,927 | $5.95M | 0.07% | −6,049−6.1% | Reduced |
| Twin Tree Management, LP | 94,210 | $5.97M | 0.13% | −5,038−5.1% | Reduced |
| Davenport & Co LLC | 94,280 | $5.98M | 0.04% | +3,480+3.8% | Added |
| CIBC Private Wealth Group, LLC | 108,511 | $6.03M | 0.01% | −1,246−1.1% | Reduced |
| Wealthfront Advisers LLC | 95,259 | $6.04M | 0.02% | +6,696+7.6% | Added |
| Baker Ellis Asset Management LLC | 95,408 | $6.05M | 0.87% | −930−1.0% | Reduced |
| Hall Laurie J Trustee | 95,480 | $6.05M | 2.16% | −1,875−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 95,839 | $6.07M | 0.02% | +10,660+12.5% | Added |
| Tufton Capital Management | 96,121 | $6.09M | 1.17% | −1,070−1.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 97,278 | $6.17M | 1.26% | −8,670−8.2% | Reduced |
| CIBC World Markets Corp | 97,403 | $6.18M | 0.05% | −33,286−25.5% | Reduced |
| Regions Financial Corp | 97,786 | $6.20M | 0.05% | +8,366+9.4% | Added |
| JustInvest LLC | 98,873 | $6.27M | 0.09% | +4,747+5.0% | Added |
| Brevan Howard Capital Management LP | 99,556 | $6.31M | 0.18% | +99,556 | New |
| Nissay Asset Management Corp | 100,005 | $6.34M | 0.04% | +671+0.7% | Added |
| Public Employees Retirement Association of Colorado | 100,769 | $6.39M | 0.03% | −9,261−8.4% | Reduced |
| Aptus Capital Advisors, LLC | 100,792 | $6.39M | 0.07% | +91,158+946.2% | Added |
| Shelton Capital Management | 101,002 | $6.40M | 0.15% | −15,000−12.9% | Reduced |
| Bahl & Gaynor Inc | 101,813 | $6.45M | 0.03% | +1,117+1.1% | Added |
| Yousif Capital Management, LLC | 102,818 | $6.52M | 0.08% | −2,191−2.1% | Reduced |
| Fifth Third Bancorp | 103,263 | $6.55M | 0.02% | +13,555+15.1% | Added |
| Welch Group, LLC | 103,549 | $6.56M | 0.29% | +8,478+8.9% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 103,822 | $6.58M | 1.64% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 103,782 | $6.58M | 2.07% | +916+0.9% | Added |
| Quantinno Capital Management LP | 103,946 | $6.59M | 0.04% | +38,849+59.7% | Added |
| Alpine Woods Capital Investors, LLC | 104,262 | $6.61M | 1.66% | −14,412−12.1% | Reduced |
| Susquehanna International Group, LLP | 104,542 | $6.63M | 0.01% | −221,422−67.9% | Reduced |
| Crescent Grove Advisors, LLC | 104,643 | $6.63M | 0.69% | +29,872+40.0% | Added |
| Kestra Advisory Services, LLC | 104,841 | $6.65M | 0.03% | +3,175+3.1% | Added |
| Captrust Financial Advisors | 105,098 | $6.66M | 0.02% | +11,715+12.5% | Added |
| Letson Investment Management, Inc. | 105,357 | $6.68M | 2.69% | +355+0.3% | Added |
| CapWealth Advisors, LLC | 105,736 | $6.70M | 0.73% | +5,860+5.9% | Added |
| IFP Advisors, Inc | 106,213 | $6.74M | 0.21% | +9,594+9.9% | Added |
| D.A. Davidson & Co. | 106,559 | $6.76M | 0.05% | −3,613−3.3% | Reduced |
| GPM Growth Investors, Inc. | 108,375 | $6.87M | 3.01% | +816+0.8% | Added |
| Abn Amro Investment Solutions | 108,763 | $6.90M | 0.14% | −4,894−4.3% | Reduced |
| Colony Group, LLC | 108,783 | $6.90M | 0.02% | −1,863−1.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 110,789 | $7.02M | 0.08% | −23,200−17.3% | Reduced |
| Telos Capital Management, Inc. | 110,826 | $7.03M | 0.77% | +2,590+2.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 111,159 | $7.05M | 0.22% | +248+0.2% | Added |
| Broderick Brian C | 112,847 | $7.15M | 1.46% | +24,685+28.0% | Added |
| Mercer Global Advisors Inc | 113,078 | $7.17M | 0.02% | +1,178+1.1% | Added |
| NorthCrest Asset Manangement, LLC | 113,642 | $7.20M | 0.22% | +2,199+2.0% | Added |
| Fiduciary Trust Co | 115,044 | $7.29M | 0.10% | +26,941+30.6% | Added |
| Puzo Michael J | 115,400 | $7.32M | 2.10% | +13,823+13.6% | Added |
| Ethic Inc. | 115,562 | $7.34M | 0.15% | +13,388+13.1% | Added |
| Close Asset Management Ltd | 116,156 | $7.36M | 0.21% | +3,168+2.8% | Added |
| Caisse de Depot Et Placement du Quebec | 117,313 | $7.44M | 0.02% | −330,395−73.8% | Reduced |
| Daiwa Securities Group Inc. | 117,662 | $7.46M | 0.03% | +9,835+9.1% | Added |
| Capital Management Corp | 118,489 | $7.51M | 1.30% | +31,580+36.3% | Added |
| Man Group plc | 118,901 | $7.54M | 0.02% | −183,235−60.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 119,636 | $7.58M | 0.14% | +119,636 | New |
| New York Life Investment Management LLC | 120,219 | $7.62M | 0.08% | −4,362−3.5% | Reduced |
| State of Alaska, Department of Revenue | 120,385 | $7.63M | 0.09% | −535−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 120,730 | $7.65M | 0.40% | +5,063+4.4% | Added |
| Walleye Capital LLC | 120,764 | $7.66M | 0.08% | +120,132+19,008.2% | Added |
| Xponance, Inc. | 121,230 | $7.69M | 0.07% | +968+0.8% | Added |
| Meyer Handelman Co | 121,240 | $7.69M | 0.27% | −2,040−1.7% | Reduced |
| Truist Financial Corp | 121,534 | $7.71M | 0.01% | −2,120−1.7% | Reduced |
| Gamco Investors, Inc. Et Al | 122,397 | $7.76M | 0.09% | −10,002−7.6% | Reduced |
| ProShare Advisors LLC | 122,531 | $7.77M | 0.02% | +1,722+1.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 122,605 | $7.77M | 0.08% | +703+0.6% | Added |
| CIBC Asset Management Inc | 124,681 | $7.90M | 0.03% | −4,473−3.5% | Reduced |
| Allianz Asset Management GmbH | 125,096 | $7.93M | 0.01% | +26,928+27.4% | Added |
| Laffer Tengler Investments | 127,981 | $8.11M | 1.73% | −6,935−5.1% | Reduced |
| Pinebridge Investments, L.P. | 128,908 | $8.17M | 0.07% | +74,412+136.5% | Added |
| Churchill Management Corp | 130,973 | $8.30M | 0.11% | −2,859−2.1% | Reduced |
| Temasek Holdings (Private) Ltd | 131,078 | $8.31M | 0.03% | −8,359−6.0% | Reduced |
| Kanawha Capital Management LLC | 133,842 | $8.49M | 0.66% | −2,153−1.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 135,158 | $8.57M | 0.56% | −655−0.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 135,470 | $8.59M | 0.12% | −1,071−0.8% | Reduced |
| Jones Financial Companies LLLP | 136,587 | $8.65M | 0.01% | +34,675+34.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 137,104 | $8.69M | 0.02% | +40,977+42.6% | Added |
| Utah Retirement Systems | 138,904 | $8.81M | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 142,214 | $9.02M | 0.06% | −4,122−2.8% | Reduced |
| Pathstone Holdings, LLC | 142,759 | $9.05M | 0.04% | +18,704+15.1% | Added |
| Toroso Investments, LLC | 144,184 | $9.14M | 0.08% | +20,713+16.8% | Added |
| Welch & Forbes LLC | 147,219 | $9.33M | 0.12% | −497−0.3% | Reduced |
| Natixis | 149,731 | $9.37M | 0.06% | −2,183−1.4% | Reduced |
| M. Kraus & Co | 148,061 | $9.39M | 2.85% | −143−0.1% | Reduced |