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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2,258 | $143.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $146.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,308 | $146.3K | 0.02% | −14−0.6% | Reduced |
| Logan Capital Management Inc | 2,354 | $149.2K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,400 | $152.0K | 0.02% | −172−6.7% | Reduced |
| Key Financial Inc | 2,411 | $152.9K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,421 | $153.5K | 0.02% | +189+8.5% | Added |
| Quarry LP | 2,489 | $157.8K | 0.04% | +2,489 | New |
| Capital Analysts, LLC | 2,502 | $158.0K | 0.01% | +405+19.3% | Added |
| Harbor Investment Advisory, LLC | 2,575 | $163.3K | 0.02% | −343−11.8% | Reduced |
| Cromwell Holdings LLC | 2,581 | $163.6K | 0.11% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2,636 | $167.1K | 0.12% | +2,636 | New |
| Financial Life Planners | 2,689 | $170.5K | 0.17% | +9+0.3% | Added |
| Creative Capital Management Investments LLC | 2,708 | $171.7K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,728 | $173.0K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,739 | $173.7K | 0.06% | +216+8.6% | Added |
| Hills Bank & Trust Co | 2,788 | $176.8K | 0.01% | +2,788 | New |
| AllSquare Wealth Management LLC | 2,863 | $181.5K | 0.11% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,875 | $182.3K | 0.02% | −7,070−71.1% | Reduced |
| Cacti Asset Management LLC | 2,900 | $183.7K | 0.01% | −38,840−93.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,920 | $185.1K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,922 | $185.3K | 0.09% | −100−3.3% | Reduced |
| Cohen & Steers, Inc. | 3,000 | $190.0K | 0.00% | +3,000 | New |
| Costello Asset Management, INC | 3,026 | $191.9K | 0.08% | +2,901+2,320.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,063 | $194.0K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,063 | $194.2K | 0.01% | −37−1.2% | Reduced |
| Larson Financial Group LLC | 3,071 | $194.7K | 0.01% | +663+27.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 3,083 | $195.5K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,119 | $197.7K | 0.00% | −356−10.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,158 | $200.2K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,168 | $200.9K | 0.02% | +3,168 | New |
| Godshalk Welsh Capital Management, Inc. | 3,175 | $201.3K | 0.13% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,415 | $202.4K | 0.21% | +8+0.2% | Added |
| KG&L Capital Management,LLC | 3,836 | $202.6K | 0.07% | −240−5.9% | Reduced |
| First Financial Bankshares Inc | 3,200 | $202.9K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,200 | $202.9K | 0.17% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,205 | $203.2K | 0.06% | +26+0.8% | Added |
| Whalerock Point Partners, LLC | 3,214 | $203.8K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 3,225 | $204.5K | 0.01% | +3,225 | New |
| Mairs & Power Inc | 3,246 | $205.8K | 0.00% | −621−16.1% | Reduced |
| FRG Family Wealth Advisors LLC | 3,249 | $206.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,261 | $206.7K | 0.06% | −4−0.1% | Reduced |
| Sittner & Nelson, LLC | 3,287 | $208.4K | 0.09% | +100+3.1% | Added |
| Optima Capital LLC | 3,290 | $208.6K | 0.13% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,325 | $211.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,340 | $211.8K | 0.01% | −19−0.6% | Reduced |
| Code Waechter LLC | 3,383 | $214.0K | 0.18% | +164+5.1% | Added |
| Wynn Capital, LLC | 3,388 | $214.8K | 0.13% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,396 | $215.3K | 0.01% | +15+0.4% | Added |
| Strengthening Families & Communities, LLC | 3,396 | $215.3K | 0.13% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,398 | $215.4K | 0.03% | +3,398 | New |
| Oversea-Chinese Banking CORP Ltd | 3,424 | $217.1K | 0.01% | +3,424 | New |
| Trust Point Inc. | 3,427 | $217.3K | 0.02% | −40−1.2% | Reduced |
| Heritage Investment Group, Inc. | 3,427 | $217.3K | 0.04% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 3,433 | $217.7K | 0.09% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 3,438 | $218.0K | 0.12% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,446 | $218.5K | 0.01% | +17+0.5% | Added |
| Signature Wealth Management Partners, LLC | 3,450 | $218.7K | 0.14% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,454 | $219.0K | 0.02% | −69−2.0% | Reduced |
| Koshinski Asset Management, Inc. | 3,463 | $219.6K | 0.02% | +3,463 | New |
| Navellier & Associates Inc | 3,110 | $220.2K | 0.03% | 00.0% | Unchanged |
| Ewa, LLC | 3,490 | $221.3K | 0.08% | +24+0.7% | Added |
| West Family Investments, Inc. | 3,500 | $221.9K | 0.08% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,500 | $221.9K | 0.15% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,502 | $222.0K | 0.17% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,518 | $223.0K | 0.07% | +152+4.5% | Added |
| Charter Oak Capital Management, LLC | 3,526 | $223.6K | 0.02% | +3+0.1% | Added |
| Harold Davidson & Associates Inc. | 3,529 | $223.7K | 0.12% | −70−1.9% | Reduced |
| Strategic Advisors LLC | 3,535 | $224.1K | 0.04% | +9+0.3% | Added |
| Wolverine Trading, LLC | 3,556 | $225.2K | 0.01% | +3,556 | New |
| Davis R M Inc | 3,567 | $226.1K | 0.00% | +530+17.5% | Added |
| Mayflower Financial Advisors, LLC | 3,572 | $226.4K | 0.03% | +114+3.3% | Added |
| Sage Mountain Advisors LLC | 3,572 | $226.5K | 0.02% | −401−10.1% | Reduced |
| L2 Asset Management, LLC | 3,590 | $227.6K | 0.05% | +323+9.9% | Added |
| Moody Lynn & Lieberson, LLC | 3,598 | $228.1K | 0.01% | 00.0% | Unchanged |
| Equitable Trust Co | 3,600 | $228.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,602 | $228.4K | 0.01% | −15−0.4% | Reduced |
| Formidable Asset Management, LLC | 3,609 | $228.8K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,616 | $229.3K | 0.03% | +111+3.2% | Added |
| Savvy Advisors, Inc. | 3,621 | $229.6K | 0.02% | +416+13.0% | Added |
| MONECO Advisors, LLC | 3,624 | $229.8K | 0.02% | +327+9.9% | Added |
| Northstar Asset Management LLC | 3,632 | $230.3K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,639 | $230.7K | 0.01% | −87−2.3% | Reduced |
| Sterling Capital Management LLC | 3,650 | $231.4K | 0.00% | +38+1.1% | Added |
| Townsend & Associates, Inc | 4,004 | $233.0K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 3,678 | $233.2K | 0.03% | −1,512−29.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,678 | $233.2K | 0.02% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,688 | $233.8K | 0.02% | +3,688 | New |
| Kornitzer Capital Management Inc | 3,694 | $234.2K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,699 | $234.5K | 0.01% | +3,699 | New |
| Parcion Private Wealth LLC | 3,700 | $234.6K | 0.02% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 3,726 | $236.2K | 0.12% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,730 | $236.5K | 0.02% | +571+18.1% | Added |
| Ignite Planners, LLC | 3,393 | $236.8K | 0.05% | −10−0.3% | Reduced |
| Ellevest, Inc. | 3,737 | $236.9K | 0.02% | +355+10.5% | Added |
| CPA Asset Management LLC | 3,740 | $237.1K | 0.10% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 3,752 | $237.9K | 0.18% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 3,757 | $238.2K | 0.06% | −1,990−34.6% | Reduced |
| Aries Wealth Management | 3,760 | $238.4K | 0.06% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,769 | $239.0K | 0.19% | 00.0% | Unchanged |