Skip to main content

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
Lincoln Capital LLC159,324$9.47M1.98%+40,259+33.8%Added
Janus Henderson Group PLC149,873$9.49M0.01%−24,868−14.2%Reduced
Windward Capital Management Co150,879$9.57M0.83%−2,357−1.5%Reduced
Steward Partners Investment Advisory, LLC153,065$9.70M0.09%+41,795+37.6%Added
KBC Group NV153,549$9.73M0.03%−19,528−11.3%Reduced
Cutler Investment Counsel LLC153,820$9.75M1.17%−4,317−2.7%Reduced
British Columbia Investment Management Corp154,426$9.79M0.06%−1,154−0.7%Reduced
Blair William & Co155,521$9.86M0.03%+4,005+2.6%Added
Teacher Retirement System of Texas155,573$9.86M0.04%+107,650+224.6%Added
Keybank National Association156,200$9.90M0.04%+2,078+1.3%Added
Allworth Financial LP166,311$10.0M0.06%−1,342−0.8%Reduced
Foster Victor Wealth Advisors, LLC169,263$10.0M0.81%+21,146+14.3%Added
Somerville Kurt F163,137$10.3M1.80%+15,492+10.5%Added
Skandinaviska Enskilda Banken AB (publ)164,091$10.4M0.05%−2,037−1.2%Reduced
Voya Investment Management LLC164,437$10.4M0.01%−1,096,068−87.0%Reduced
Amalgamated Bank164,519$10.4M0.09%−2,813−1.7%Reduced
Graham Capital Management, L.P.165,826$10.5M0.33%+23,288+16.3%Added
Forsta Ap-Fonden165,900$10.5M0.08%−5,900−3.4%Reduced
Varma Mutual Pension Insurance Co166,309$10.5M0.09%−28,900−14.8%Reduced
Arrowstreet Capital, Limited Partnership171,401$10.9M0.01%+117,015+215.2%Added
Neuberger Berman Group LLC172,038$10.9M0.01%−116,950−40.5%Reduced
Cerity Partners LLC172,901$11.0M0.02%+42,092+32.2%Added
Retirement Systems of Alabama173,536$11.0M0.04%−7,124−3.9%Reduced
IFM Investors Pty Ltd175,772$11.1M0.12%00.0%Unchanged
Cetera Investment Advisers176,077$11.2M0.02%+9,223+5.5%Added
Peapack Gladstone Financial Corp180,055$11.4M0.17%+2,827+1.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys184,678$11.7M0.07%+7,255+4.1%Added
Segment Wealth Management, LLC184,958$11.7M0.79%+937+0.5%Added
Canoe Financial LP185,303$11.7M0.19%−12,800−6.5%Reduced
Czech National Bank185,483$11.8M0.11%+4,564+2.5%Added
Corebridge Financial, Inc.185,563$11.8M0.07%−12,882−6.5%Reduced
AIA Group Ltd186,373$11.8M0.29%+15,835+9.3%Added
Ilmarinen Mutual Pension Insurance Co188,000$11.9M0.11%+45,000+31.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main196,605$12.5M0.01%+176,834+894.4%Added
Wellington Management Group LLP201,781$12.8M0.00%+20,120+11.1%Added
MML Investors Services, LLC201,807$12.8M0.04%+58,195+40.5%Added
Grantham, Mayo, Van Otterloo & Co. LLC206,104$13.1M0.04%−3,681−1.8%Reduced
DnB Asset Management AS208,817$13.2M0.06%−3,861−1.8%Reduced
MetLife Investment Management210,311$13.3M0.07%−10,622−4.8%Reduced
Storebrand Asset Management AS216,849$13.7M0.04%−118,378−35.3%Reduced
State of Michigan Retirement System219,125$13.9M0.08%−7,300−3.2%Reduced
Franklin Resources Inc222,629$14.1M0.00%−50.0%Reduced
Highland Capital Management, LLC224,492$14.2M0.85%−1,848−0.8%Reduced
William Blair Investment Management, LLC226,811$14.4M0.04%+226,811New
Mariner, LLC228,210$14.5M0.02%−3,531−1.5%Reduced
Markel Group Inc.SuperinvestorMarkel Group235,000$14.9M0.13%00.0%Unchanged
AdviceOne Advisory Services, LLC236,700$15.0M12.25%−1180.0%Reduced
Arizona State Retirement System236,980$15.0M0.10%+3,776+1.6%Added
Advisor Group Holdings, Inc.242,109$15.4M0.03%−4,481−1.8%Reduced
Nisa Investment Advisors, LLC245,212$15.5M0.08%+2,537+1.0%Added
Jacobs Levy Equity Management, Inc246,090$15.6M0.06%−876,455−78.1%Reduced
Williams Jones Wealth Management, LLC.251,282$15.9M0.20%−61,705−19.7%Reduced
Raub Brock Capital Management LP252,356$16.0M3.57%−9,768−3.7%Reduced
Vident Advisory, LLC254,180$16.1M0.24%+29,543+13.2%Added
Natixis Advisors, L.P.256,715$16.3M0.03%+11,117+4.5%Added
Resona Asset Management Co.,Ltd.262,122$16.6M0.10%+18,294+7.5%Added
Baker Chad R263,900$16.7M3.41%−7,585−2.8%Reduced
Nomura Asset Management Co Ltd264,329$16.8M0.05%+24,373+10.2%Added
State of New Jersey Common Pension Fund D264,627$16.8M0.08%−30,933−10.5%Reduced
Lansforsakringar Fondforvaltning AB (publ)265,905$16.9M0.10%−4,814−1.8%Reduced
Gabelli Funds LLC266,948$16.9M0.13%−48,098−15.3%Reduced
Janney Montgomery Scott LLC271,795$17.2M0.05%+114,162+72.4%Added
Segall Bryant & Hamill, LLC273,589$17.3M0.27%+31,784+13.1%Added
Prospector Partners LLC273,975$17.4M1.98%−1,495−0.5%Reduced
Adams Diversified Equity Fund, Inc.277,200$17.6M0.70%−48,000−14.8%Reduced
Calamos Advisors LLC286,902$18.2M0.09%+3,195+1.1%Added
State of Tennessee, Treasury Department287,226$18.2M0.07%−51,982−15.3%Reduced
Boston Common Asset Management, LLC288,269$18.3M0.55%−17,927−5.9%Reduced
Two Sigma Investments, LP290,628$18.4M0.04%+272,928+1,542.0%Added
Toronto Dominion Bank290,892$18.4M0.05%+221+0.1%Added
KLP Kapitalforvaltning AS293,085$18.6M0.09%+4,800+1.7%Added
Mn Services Vermogensbeheer B.V.297,400$18.9M0.15%−20,300−6.4%Reduced
M&T Bank Corp299,009$19.0M0.07%−7,042−2.3%Reduced
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD300,018$19.0M1.56%00.0%Unchanged
Bradley Foster & Sargent Inc300,392$19.0M0.33%−5,894−1.9%Reduced
Credit Agricole S A302,632$19.2M0.07%−7,927−2.6%Reduced
Steigerwald, Gordon & Koch Inc.303,931$19.3M2.15%−1,784−0.6%Reduced
Professional Advisory Services Inc320,273$20.3M2.84%+24,646+8.3%Added
Stifel Financial Corp321,250$20.4M0.02%−41,777−11.5%Reduced
Northwest & Ethical Investments L.P.325,058$20.6M0.56%−3,819−1.2%Reduced
Swiss Life Asset Management Ltd326,264$20.7M0.15%+27,067+9.0%Added
Connor, Clark & Lunn Investment Management Ltd.327,270$20.7M0.09%+275,838+536.3%Added
Comerica Bank328,045$20.8M0.09%+3,232+1.0%Added
Gillespie Robinson & Grimm Inc328,815$20.8M1.68%+21,812+7.1%Added
Commonwealth Equity Services, LLC332,956$21.1M0.03%+913+0.3%Added
TD Asset Management Inc341,951$21.7M0.02%−7,042−2.0%Reduced
Danske Bank A/S343,611$21.8M0.07%−57,397−14.3%Reduced
Public Sector Pension Investment Board344,407$21.8M0.09%+236,990+220.6%Added
Mitsubishi UFJ Trust & Banking Corp345,469$21.9M0.06%−13,209−3.7%Reduced
M&G Plc348,442$22.0M0.11%+139,119+66.5%Added
Public Employees Retirement System of Ohio353,971$22.4M0.08%−10,355−2.8%Reduced
Canada Pension Plan Investment Board358,153$22.7M0.02%+278,653+350.5%Added
Tocqueville Asset Management L.P.358,813$22.7M0.37%+17,973+5.3%Added
Gateway Investment Advisers LLC362,715$23.0M0.26%+1,145+0.3%Added
STRS Ohio369,248$23.4M0.10%−155,675−29.7%Reduced
Hemenway Trust Co LLC369,426$23.4M1.91%+40,637+12.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)380,007$24.1M0.07%−9,465−2.4%Reduced
Korea Investment CORP382,041$24.2M0.06%−116,344−23.3%Reduced
Treasurer of the State of North Carolina384,006$24.3M0.10%+14,990+4.1%Added
Baird Financial Group, Inc.384,486$24.4M0.05%−6,387−1.6%Reduced