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 |
|---|---|---|---|---|---|
| Todd Asset Management LLC | 3,785 | $240.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,794 | $240.5K | 0.03% | +495+15.0% | Added |
| Davidson Trust Co | 3,799 | $240.9K | 0.11% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,801 | $241.0K | 0.01% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 3,813 | $241.7K | 0.06% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 3,817 | $242.0K | 0.04% | +365+10.6% | Added |
| Pinnacle Financial Partners Inc | 3,780 | $242.6K | 0.00% | −1,722−31.3% | Reduced |
| Capital City Trust Co | 3,826 | $242.6K | 0.07% | −1,385−26.6% | Reduced |
| Catalyst Financial Partners LLC | 3,828 | $242.7K | 0.04% | +130+3.5% | Added |
| Stevens Capital Management LP | 3,840 | $243.0K | 0.06% | +3,840 | New |
| Meridian Investment Counsel Inc. | 3,834 | $243.1K | 0.07% | −908−19.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,868 | $245.2K | 0.03% | −799−17.1% | Reduced |
| First Financial Corp | 3,868 | $245.2K | 0.12% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,898 | $247.1K | 0.01% | +663+20.5% | Added |
| First Affirmative Financial Network | 3,904 | $247.5K | 0.15% | −360−8.4% | Reduced |
| Osborne Partners Capital Management, LLC | 3,908 | $247.8K | 0.01% | −545−12.2% | Reduced |
| Ironwood Investment Counsel, LLC | 3,909 | $247.8K | 0.04% | −722−15.6% | Reduced |
| Adirondack Trust Co | 3,928 | $249.0K | 0.10% | −100−2.5% | Reduced |
| Marathon Capital Management | 3,928 | $249.1K | 0.07% | +2+0.1% | Added |
| BIP Wealth, LLC | 3,930 | $249.2K | 0.02% | −415−9.6% | Reduced |
| Geneos Wealth Management Inc. | 3,932 | $249.3K | 0.01% | +1,114+39.5% | Added |
| Nwam LLC | 3,934 | $249.4K | 0.02% | +476+13.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,938 | $249.7K | 0.03% | 00.0% | Unchanged |
| Montis Financial, LLC | 3,946 | $250.1K | 0.07% | −149−3.6% | Reduced |
| Bath Savings Trust Co | 3,950 | $250.4K | 0.03% | −600−13.2% | Reduced |
| Independence Bank of Kentucky | 3,956 | $250.8K | 0.04% | −250−5.9% | Reduced |
| Cooper Financial Group | 3,961 | $251.1K | 0.03% | +400+11.2% | Added |
| Ritholtz Wealth Management | 3,968 | $251.6K | 0.01% | +1,007+34.0% | Added |
| Redhawk Wealth Advisors, Inc. | 3,989 | $252.9K | 0.03% | +27+0.7% | Added |
| Thoroughbred Financial Services, LLC | 3,993 | $253.0K | 0.02% | −250−5.9% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,994 | $253.2K | 0.03% | +51+1.3% | Added |
| MSH Capital Advisors LLC | 4,000 | $253.6K | 0.08% | −50−1.2% | Reduced |
| Transform Wealth, LLC | 4,002 | $253.7K | 0.02% | 00.0% | Unchanged |
| Plan A Wealth LLC | 4,017 | $254.7K | 0.20% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,026 | $255.2K | 0.06% | −65−1.6% | Reduced |
| Round Rock Advisors, LLC | 4,028 | $255.4K | 0.05% | +13+0.3% | Added |
| ClearAlpha Technologies LP | 4,029 | $255.4K | 0.23% | +4,029 | New |
| JTC Employer Solutions Trusteee Ltd | 4,044 | $256.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,042 | $256.3K | 0.04% | −4−0.1% | Reduced |
| Chicago Trust Co NA | 4,089 | $259.2K | 0.05% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,102 | $260.1K | 0.00% | −373−8.3% | Reduced |
| Commerzbank Aktiengesellschaft | 4,116 | $261.0K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,130 | $261.8K | 0.01% | −522−11.2% | Reduced |
| TigerOak Management, L.L.C. | 4,182 | $265.1K | 0.10% | −12−0.3% | Reduced |
| US Financial Advisors, LLC | 4,183 | $265.2K | 0.08% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,183 | $265.3K | 0.01% | −3,733−47.2% | Reduced |
| Nicolet Bankshares Inc | 4,184 | $265.3K | 0.05% | +4,184 | New |
| TFC Financial Management | 4,193 | $265.8K | 0.04% | −137−3.2% | Reduced |
| Radnor Capital Management, LLC | 4,192 | $266.0K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,218 | $267.4K | 0.01% | −100−2.3% | Reduced |
| Pavion Blue Capital, LLC | 4,219 | $267.5K | 0.13% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,228 | $268.1K | 0.01% | −113−2.6% | Reduced |
| CWA Asset Management Group, LLC | 4,248 | $269.3K | 0.01% | +63+1.5% | Added |
| Waldron Private Wealth LLC | 4,256 | $269.8K | 0.01% | −12,276−74.3% | Reduced |
| Douglas Lane & Associates, LLC | 4,261 | $270.1K | 0.00% | −192−4.3% | Reduced |
| Breakwater Capital Group | 4,266 | $270.5K | 0.05% | +4,266 | New |
| West Oak Capital, LLC | 4,275 | $271.0K | 0.10% | −600−12.3% | Reduced |
| Red Door Wealth Management, LLC | 4,277 | $271.2K | 0.04% | +900+26.7% | Added |
| Moss Adams Wealth Advisors LLC | 4,283 | $271.5K | 0.03% | +113+2.7% | Added |
| Cape Cod Five Cents Savings Bank | 3,377 | $271.8K | 0.03% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4,296 | $272.4K | 0.23% | +13+0.3% | Added |
| Grandfield & Dodd, LLC | 4,328 | $274.4K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,333 | $274.7K | 0.15% | −30−0.7% | Reduced |
| Hancock Whitney Corp | 4,336 | $274.9K | 0.01% | +109+2.6% | Added |
| Sheets Smith Wealth Management | 4,343 | $275.3K | 0.03% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,385 | $278.0K | 0.04% | +271+6.6% | Added |
| Freedom Day Solutions, LLC | 4,403 | $279.1K | 0.09% | −1,657−27.3% | Reduced |
| Sentry LLC | 4,410 | $279.6K | 0.05% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 4,429 | $280.8K | 0.03% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 4,441 | $281.6K | 0.03% | +165+3.9% | Added |
| Childress Capital Advisors, LLC | 4,458 | $282.6K | 0.08% | −79−1.7% | Reduced |
| Clarius Group, LLC | 4,460 | $282.8K | 0.02% | −125−2.7% | Reduced |
| Alta Advisers Ltd | 4,463 | $283.0K | 0.12% | +4,463 | New |
| Bridgewater Associates, LP | 4,478 | $283.9K | 0.00% | +589+15.1% | Added |
| HCR Wealth Advisors | 4,479 | $284.0K | 0.04% | +10.0% | Added |
| Crawford Investment Counsel Inc | 4,507 | $285.7K | 0.01% | +60+1.3% | Added |
| Tennessee Valley Asset Management Partners | 4,534 | $287.5K | 0.05% | +14+0.3% | Added |
| Silicon Valley Capital Partners | 4,545 | $287.8K | 0.04% | +4,545 | New |
| Financial Engines Advisors L.L.C. | 4,542 | $288.0K | 0.00% | +51+1.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 4,549 | $288.4K | 0.20% | +335+7.9% | Added |
| Optimum Investment Advisors | 4,550 | $288.5K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 4,550 | $288.5K | 0.02% | −290−6.0% | Reduced |
| Carolinas Wealth Consulting LLC | 4,572 | $289.9K | 0.06% | −5−0.1% | Reduced |
| Thomasville National Bank | 4,580 | $290.4K | 0.02% | +32+0.7% | Added |
| Grove Bank & Trust | 4,580 | $290.4K | 0.04% | +690+17.7% | Added |
| Challenger Wealth Management | 4,600 | $291.6K | 0.23% | +600+15.0% | Added |
| Capital Advantage, Inc. | 4,281 | $292.2K | 0.05% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,612 | $292.4K | 0.02% | +237+5.4% | Added |
| DF Dent & Co Inc | 4,617 | $292.7K | 0.00% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 4,617 | $292.8K | 0.08% | +4,617 | New |
| MBB Public Markets I LLC | 4,659 | $295.4K | 0.03% | +4,659 | New |
| Wealthspire Advisors, LLC | 4,676 | $296.5K | 0.00% | +203+4.5% | Added |
| Newman Dignan & Sheerar, Inc. | 4,680 | $296.7K | 0.08% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,682 | $296.9K | 0.01% | +1,718+58.0% | Added |
| Fire Capital Management LLC | 4,692 | $297.5K | 0.22% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,712 | $298.8K | 0.00% | −62−1.3% | Reduced |
| Clear Harbor Asset Management, LLC | 4,716 | $299.0K | 0.02% | −233−4.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,907 | $299.2K | 0.01% | +4,907 | New |
| Ostrum Asset Management | 4,725 | $299.6K | 0.02% | −125−2.6% | Reduced |
| Massmutual Trust Co FSB | 4,778 | $302.9K | 0.01% | −256−5.1% | Reduced |