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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 4,785 | $303.4K | 0.07% | −655−12.0% | Reduced |
| VestGen Advisors, LLC | 4,793 | $303.9K | 0.01% | +4,793 | New |
| Fukoku Mutual Life Insurance Co | 4,796 | $304.1K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,801 | $304.4K | 0.06% | −380−7.3% | Reduced |
| Court Place Advisors, LLC | 4,839 | $306.8K | 0.10% | −267−5.2% | Reduced |
| Versor Investments LP | 4,853 | $307.7K | 0.05% | +1,053+27.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,861 | $308.2K | 0.01% | −18−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 4,863 | $308.3K | 0.02% | +413+9.3% | Added |
| Level Four Advisory Services, LLC | 4,868 | $308.6K | 0.01% | +15+0.3% | Added |
| GSB Wealth Management, LLC | 4,874 | $309.0K | 0.08% | +47+1.0% | Added |
| Colonial Trust Co | 4,898 | $310.5K | 0.05% | −269−5.2% | Reduced |
| Conning Inc. | 4,901 | $310.7K | 0.01% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 4,910 | $311.3K | 0.20% | +113+2.4% | Added |
| PKS Advisory Services, LLC | 4,925 | $312.2K | 0.09% | +30+0.6% | Added |
| Integrated Advisors Network LLC | 4,929 | $312.5K | 0.02% | −109−2.2% | Reduced |
| Heritage Wealth Management, Inc. | 4,946 | $313.6K | 0.11% | −1,088−18.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 4,960 | $314.5K | 0.17% | +634+14.7% | Added |
| Perbak Capital Partners LLP | 4,964 | $314.7K | 0.23% | +4,964 | New |
| New England Capital Financial Advisors LLC | 4,966 | $314.8K | 0.16% | −281−5.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,970 | $315.1K | 0.02% | −961−16.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,973 | $315.3K | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 4,989 | $316.3K | 0.01% | −10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 4,996 | $316.8K | 0.02% | −451−8.3% | Reduced |
| LGT Group Foundation | 5,000 | $317.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 5,000 | $317.0K | 0.06% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 5,000 | $317.0K | 0.39% | +5,000 | New |
| Virtue Capital Management, LLC | 5,009 | $318.0K | 0.04% | +5,009 | New |
| Sterling Financial Planning, Inc. | 5,027 | $318.7K | 0.12% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 5,033 | $319.1K | 0.01% | −602−10.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,036 | $319.3K | 0.15% | −51−1.0% | Reduced |
| Founders Capital Management, LLC | 5,050 | $320.2K | 0.06% | 00.0% | Unchanged |
| Sky-Mountain Capital Management, Inc. | 5,059 | $320.7K | 0.27% | +5,059 | New |
| Northstar Financial Companies, Inc. | 5,060 | $320.8K | 0.35% | −69−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 5,063 | $321.0K | 0.01% | +11+0.2% | Added |
| Ted Buchan & Co | 5,070 | $321.4K | 0.15% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 5,081 | $322.1K | 0.01% | −275−5.1% | Reduced |
| Cambridge Advisors Inc. | 5,086 | $322.5K | 0.07% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,086 | $322.5K | 0.16% | +55+1.1% | Added |
| TCG Advisory Services, LLC | 5,100 | $323.3K | 0.01% | −60−1.2% | Reduced |
| First Bank & Trust | 5,128 | $325.1K | 0.06% | +335+7.0% | Added |
| Bridgewater Advisors Inc. | 5,357 | $325.8K | 0.03% | +5,357 | New |
| Peddock Capital Advisors, LLC | 5,160 | $327.1K | 0.08% | −3−0.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $327.6K | 0.29% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,208 | $330.2K | 0.04% | +39+0.8% | Added |
| Mutual Advisors, LLC | 5,506 | $330.7K | 0.01% | +298+5.7% | Added |
| Gsa Capital Partners LLP | 5,225 | $331.0K | 0.03% | +5,225 | New |
| Interchange Capital Partners, LLC | 5,238 | $332.1K | 0.09% | +45+0.9% | Added |
| Atlantic Trust, LLC | 5,246 | $332.6K | 0.07% | +209+4.1% | Added |
| Advisory Alpha, LLC | 5,259 | $333.4K | 0.01% | +1,761+50.3% | Added |
| Asset Dedication, LLC | 5,264 | $333.8K | 0.03% | −122−2.3% | Reduced |
| Cornerstone Wealth Group, LLC | 5,283 | $335.0K | 0.03% | +1,926+57.4% | Added |
| Central Pacific Bank - Trust Division | 5,284 | $335.0K | 0.05% | −86−1.6% | Reduced |
| Twelve Points Wealth Management LLC | 5,339 | $338.5K | 0.09% | 00.0% | Unchanged |
| LMCG Investments, LLC | 5,341 | $338.6K | 0.02% | −6−0.1% | Reduced |
| Arrow Financial Corp | 5,375 | $340.8K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,390 | $341.7K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,400 | $342.4K | 0.00% | +295+5.8% | Added |
| Philadelphia Trust Co | 5,411 | $343.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 5,426 | $344.0K | 0.03% | +123+2.3% | Added |
| Ancora Advisors, LLC | 5,448 | $345.4K | 0.01% | −239−4.2% | Reduced |
| Reuter James Wealth Management, LLC | 5,457 | $346.0K | 0.06% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,500 | $348.7K | 0.09% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,516 | $349.7K | 0.01% | +1,525+38.2% | Added |
| Sapient Capital LLC | 5,521 | $350.0K | 0.01% | −7−0.1% | Reduced |
| Horan Securities, Inc. | 5,537 | $351.1K | 0.13% | +3+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 5,563 | $352.7K | 0.02% | −202−3.5% | Reduced |
| Washington Trust Advisors, Inc. | 5,579 | $353.7K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,590 | $354.4K | 0.17% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,609 | $355.6K | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,623 | $356.5K | 0.01% | +1,979+54.3% | Added |
| Plato Investment Management Ltd | 5,568 | $356.8K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,645 | $357.9K | 0.04% | +682+13.7% | Added |
| Dumont & Blake Investment Advisors LLC | 5,650 | $358.2K | 0.10% | +70+1.3% | Added |
| Skopos Labs, Inc. | 5,663 | $359.0K | 0.08% | +2,052+56.8% | Added |
| Colonial Trust Advisors | 5,673 | $359.7K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,695 | $361.1K | 0.01% | −350−5.8% | Reduced |
| Anchor Investment Management, LLC | 5,722 | $362.8K | 0.03% | 00.0% | Unchanged |
| Center For Asset Management LLC | 5,727 | $363.1K | 0.22% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,756 | $364.5K | 0.04% | +300+5.5% | Added |
| Western Wealth Management, LLC | 5,762 | $365.3K | 0.02% | −717−11.1% | Reduced |
| Equitable Holdings, Inc. | 5,778 | $366.3K | 0.00% | +394+7.3% | Added |
| Howland Capital Management LLC | 5,778 | $366.3K | 0.02% | −74−1.3% | Reduced |
| First National Trust Co | 5,804 | $368.0K | 0.01% | −139−2.3% | Reduced |
| KRS Capital Management, LLC | 5,819 | $368.9K | 0.29% | +15+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 5,825 | $369.3K | 0.01% | −746−11.4% | Reduced |
| Miller Investment Management, LP | 5,840 | $370.3K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,852 | $371.0K | 0.03% | +100+1.7% | Added |
| McDonald Partners LLC | 5,854 | $371.1K | 0.10% | −150−2.5% | Reduced |
| EntryPoint Capital, LLC | 5,859 | $371.5K | 0.17% | +5,859 | New |
| Leavell Investment Management, Inc. | 5,870 | $372.2K | 0.02% | −57−1.0% | Reduced |
| Partners Capital Investment Group, LLP | 5,874 | $372.4K | 0.01% | +5,874 | New |
| Boothbay Fund Management, LLC | 5,892 | $373.6K | 0.01% | −526−8.2% | Reduced |
| GKV Capital Management Co., Inc. | 5,900 | $374.1K | 0.19% | −631−9.7% | Reduced |
| Founders Financial Alliance, LLC | 5,913 | $374.9K | 0.09% | −18−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,929 | $375.8K | 0.02% | −800−11.9% | Reduced |
| ICONIQ Capital, LLC | 5,944 | $376.9K | 0.01% | +5,944 | New |
| Basepoint Wealth LLC | 5,958 | $377.7K | 0.30% | −463−7.2% | Reduced |
| Cobblestone Capital Advisors LLC | 5,982 | $379.3K | 0.02% | −300−4.8% | Reduced |
| Institute for Wealth Management, LLC. | 5,994 | $380.0K | 0.05% | −27−0.4% | Reduced |
| Systematic Financial Management LP | 6,000 | $380.4K | 0.01% | 00.0% | Unchanged |