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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 203 | $12.9K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 204 | $12.9K | 0.00% | −263−56.3% | Reduced |
| First PREMIER Bank | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 220 | $13.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 227 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 222 | $14.0K | 0.00% | +222 | New |
| Private Wealth Management Group, LLC | 234 | $14.8K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 247 | $15.7K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 197 | $16.1K | 0.01% | −64−24.5% | Reduced |
| ORG Partners LLC | 258 | $16.4K | 0.00% | −521−66.9% | Reduced |
| Putney Financial Group LLC | 263 | $16.7K | 0.02% | 00.0% | Unchanged |
| YANKCOM Partnership | 265 | $16.8K | 0.01% | +165+165.0% | Added |
| Raffa Wealth Management, LLC | 271 | $17.2K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 272 | $17.2K | 0.01% | +272 | New |
| Creative Financial Designs Inc | 275 | $17.4K | 0.00% | +1+0.4% | Added |
| TruNorth Capital Management, LLC | 280 | $17.8K | 0.00% | −35−11.1% | Reduced |
| FSC Wealth Advisors, LLC | 288 | $18.3K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 290 | $18.4K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 294 | $18.6K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 300 | $19.0K | 0.02% | +300 | New |
| Financial Management Professionals, Inc. | 305 | $19.3K | 0.00% | +137+81.5% | Added |
| Raelipskie Partnership | 310 | $19.7K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 320 | $20.0K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 318 | $20.2K | 0.11% | +318 | New |
| Global Financial Private Client, LLC | 319 | $20.2K | 0.01% | +233+270.9% | Added |
| Rosenberg Matthew Hamilton | 327 | $20.7K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 335 | $21.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 338 | $21.4K | 0.00% | −146−30.2% | Reduced |
| Godsey & Gibb Associates | 341 | $21.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 346 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 350 | $22.2K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 350 | $22.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 356 | $22.6K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 362 | $23.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 371 | $23.5K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 380 | $24.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 390 | $24.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 400 | $25.4K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $25.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $25.6K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 404 | $25.6K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 407 | $25.8K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 418 | $26.5K | 0.00% | +11+2.7% | Added |
| Intelligent Financial Strategies | 423 | $26.8K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 423 | $26.8K | 0.00% | +383+957.5% | Added |
| McClarren Financial Advisors, Inc. | 436 | $27.0K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 435 | $27.6K | 0.01% | +82+23.2% | Added |
| DiNuzzo Private Wealth, Inc. | 437 | $27.7K | 0.00% | −2−0.5% | Reduced |
| Accredited Wealth Management, LLC | 443 | $28.1K | 0.02% | +443 | New |
| Mattson Financial Services, LLC | 450 | $28.5K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 451 | $28.6K | 0.01% | +451 | New |
| Coastline Trust Co | 460 | $29.2K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 460 | $29.2K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $29.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 481 | $30.5K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 486 | $30.8K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 500 | $31.7K | 0.02% | −100−16.7% | Reduced |
| Country Trust Bank | 500 | $31.7K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 500 | $31.7K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 503 | $31.9K | 0.00% | −85−14.5% | Reduced |
| Briaud Financial Planning, Inc | 515 | $32.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 505 | $32.0K | 0.00% | +21+4.3% | Added |
| Frazier Financial Advisors, LLC | 511 | $32.4K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 517 | $33.0K | 0.00% | −277−34.9% | Reduced |
| GW&K Investment Management, LLC | 521 | $33.0K | 0.00% | +71+15.8% | Added |
| Consultiva Wealth Management, Corp. | 523 | $33.2K | 0.11% | +243+86.8% | Added |
| CGC Financial Services, LLC | 527 | $33.4K | 0.01% | −158−23.1% | Reduced |
| Transce3nd, LLC | 533 | $33.8K | 0.02% | −2−0.4% | Reduced |
| Archer Investment Corp | 534 | $33.9K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 550 | $34.9K | 0.03% | −161−22.6% | Reduced |
| Wood Tarver Financial Group, LLC | 557 | $35.3K | 0.01% | +1+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 567 | $35.9K | 0.01% | +5+0.9% | Added |
| Creekmur Asset Management LLC | 585 | $37.1K | 0.01% | −13−2.2% | Reduced |
| West Branch Capital LLC | 590 | $37.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 596 | $37.8K | 0.00% | −57−8.7% | Reduced |
| Hantz Financial Services, Inc. | 607 | $38.0K | 0.00% | +12+2.0% | Added |
| Concord Wealth Partners | 600 | $38.0K | 0.01% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 600 | $38.0K | 0.01% | +600 | New |
| Ossiam | 633 | $40.1K | 0.00% | +544+611.2% | Added |
| SOA Wealth Advisors, LLC. | 636 | $40.3K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 639 | $40.5K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 647 | $41.0K | 0.01% | −226−25.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 649 | $41.1K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 657 | $41.7K | 0.00% | +38+6.1% | Added |
| Chesapeake Asset Management LLC | 660 | $41.8K | 0.04% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 602 | $42.6K | 0.01% | +602 | New |
| American Capital Advisory, LLC | 683 | $43.3K | 0.02% | +9+1.3% | Added |
| Hexagon Capital Partners LLC | 698 | $44.3K | 0.01% | −223−24.2% | Reduced |
| Heritage Wealth Advisors | 700 | $44.4K | 0.00% | −13−1.8% | Reduced |
| United Community Bank | 727 | $46.1K | 0.02% | +127+21.2% | Added |
| First United Bank Trust | 750 | $47.5K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $47.5K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 777 | $49.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 845 | $49.5K | 0.01% | +10+1.2% | Added |
| Flagship Wealth Advisors, LLC | 786 | $49.8K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 799 | $50.7K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 844 | $50.7K | 0.02% | +844 | New |
| Mascoma Wealth Management LLC | 802 | $50.8K | 0.01% | 00.0% | Unchanged |