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 |
|---|---|---|---|---|---|
| St. Louis Trust Co | 6,000 | $380.4K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $380.4K | 0.10% | 00.0% | Unchanged |
| Carlson Capital L P | 6,000 | $380.4K | 0.21% | +6,000 | New |
| Woodmont Investment Counsel LLC | 6,002 | $380.5K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,013 | $382.0K | 0.17% | −272−4.3% | Reduced |
| Garden State Investment Advisory Services LLC | 6,011 | $382.1K | 0.12% | +20+0.3% | Added |
| Fractal Investments LLC | 6,030 | $382.3K | 0.05% | −4,286−41.5% | Reduced |
| Groesbeck Investment Management Corp | 6,036 | $383.0K | 0.54% | −1,263−17.3% | Reduced |
| S.A. Mason LLC | 6,055 | $383.9K | 0.20% | +21+0.3% | Added |
| Forbes J M & Co LLP | 6,083 | $385.7K | 0.04% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,386 | $386.3K | 0.03% | +244+4.0% | Added |
| Tiemann Investment Advisors, LLC | 6,096 | $386.5K | 0.18% | 00.0% | Unchanged |
| LCM Capital Management Inc | 6,099 | $386.7K | 0.23% | −49−0.8% | Reduced |
| Axq Capital, LP | 6,123 | $388.2K | 0.16% | +6,123 | New |
| SCS Capital Management LLC | 6,144 | $389.5K | 0.00% | +6,144 | New |
| Franklin Street Advisors Inc | 6,161 | $391.0K | 0.03% | +890+16.9% | Added |
| MEMBERS Trust Co | 6,198 | $393.0K | 0.01% | −118−1.9% | Reduced |
| Mystic Asset Management, Inc. | 6,209 | $393.7K | 0.10% | −475−7.1% | Reduced |
| Marco Investment Management LLC | 6,256 | $396.6K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6,262 | $397.0K | 0.14% | +10.0% | Added |
| Keynote Financial Services LLC | 6,265 | $397.2K | 0.28% | −500−7.4% | Reduced |
| Banco Santander, S.A. | 6,268 | $397.4K | 0.00% | +832+15.3% | Added |
| Meridian Wealth Management, LLC | 6,270 | $397.5K | 0.02% | +240+4.0% | Added |
| Sunbelt Securities, Inc. | 6,283 | $398.3K | 0.04% | −1,393−18.1% | Reduced |
| Ransom Advisory, Ltd | 6,304 | $399.7K | 0.20% | +50+0.8% | Added |
| Azimuth Capital Investment Management LLC | 6,306 | $399.8K | 0.02% | −728−10.3% | Reduced |
| Rothschild Investment LLC | 6,336 | $401.7K | 0.03% | +22+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,346 | $402.3K | 0.08% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 6,349 | $402.5K | 0.34% | 00.0% | Unchanged |
| Foster & Motley Inc | 6,396 | $406.0K | 0.03% | −2,648−29.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,448 | $408.8K | 0.30% | +10.0% | Added |
| Essex Savings Bank | 6,458 | $409.4K | 0.10% | −111−1.7% | Reduced |
| TCTC Holdings, LLC | 6,500 | $412.1K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,505 | $412.4K | 0.03% | −105−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,530 | $414.0K | 0.01% | +6,530 | New |
| South State Corp. | 6,572 | $416.7K | 0.02% | −124−1.9% | Reduced |
| General Partner, Inc. | 6,583 | $417.4K | 0.27% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,600 | $418.4K | 0.02% | −90−1.3% | Reduced |
| Washington Trust Co | 6,601 | $418.5K | 0.02% | −1,305−16.5% | Reduced |
| Wealthcare Advisory Partners LLC | 6,615 | $419.4K | 0.01% | −1,087−14.1% | Reduced |
| Foundations Investment Advisors, LLC | 6,619 | $419.7K | 0.01% | +631+10.5% | Added |
| Farmers Trust Co | 6,650 | $421.6K | 0.08% | −822−11.0% | Reduced |
| Wellington Shields Capital Management, LLC | 6,650 | $421.6K | 0.08% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,660 | $422.2K | 0.01% | 00.0% | Unchanged |
| Athena Investment Management | 6,664 | $422.5K | 0.26% | −50−0.7% | Reduced |
| Enterprise Financial Services Corp | 6,672 | $423.0K | 0.25% | −99−1.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,055 | $423.8K | 0.01% | +168+2.9% | Added |
| Manning & Napier Advisors LLC | 6,691 | $424.2K | 0.01% | −309−4.4% | Reduced |
| St Germain D J Co Inc | 6,708 | $425.3K | 0.02% | +227+3.5% | Added |
| Harbour Investments, Inc. | 6,710 | $425.4K | 0.01% | −413−5.8% | Reduced |
| Invesco, LLC | 6,715 | $425.7K | 0.17% | −1,186−15.0% | Reduced |
| Fortune Financial Advisors, LLC | 6,757 | $428.4K | 0.37% | +9+0.1% | Added |
| Edgestream Partners, L.P. | 6,783 | $430.0K | 0.01% | −21,883−76.3% | Reduced |
| Farmers National Bank | 6,790 | $430.5K | 0.12% | −18−0.3% | Reduced |
| Boston Family Office LLC | 6,800 | $431.0K | 0.03% | +6,800 | New |
| First City Capital Management, Inc. | 6,812 | $431.9K | 0.26% | −2,725−28.6% | Reduced |
| Donaldson Capital Management, LLC | 6,826 | $432.8K | 0.02% | +86+1.3% | Added |
| Bell Investment Advisors, Inc | 6,831 | $433.1K | 0.08% | +30+0.4% | Added |
| Financial Counselors Inc | 6,871 | $435.6K | 0.01% | −1,769−20.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,898 | $437.3K | 0.06% | +273+4.1% | Added |
| Hohimer Wealth Management, LLC | 6,904 | $437.7K | 0.09% | 00.0% | Unchanged |
| Rathbone Brothers plc | 6,921 | $438.8K | 0.00% | +264+4.0% | Added |
| Chemung Canal Trust Co | 6,946 | $440.4K | 0.10% | −50−0.7% | Reduced |
| Malaga Cove Capital, LLC | 6,948 | $440.5K | 0.19% | −213−3.0% | Reduced |
| Berkshire Asset Management LLC | 6,280 | $442.7K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 7,017 | $444.9K | 0.01% | −437−5.9% | Reduced |
| Spire Wealth Management | 7,086 | $449.2K | 0.01% | −98−1.4% | Reduced |
| Frank, Rimerman Advisors LLC | 7,127 | $451.9K | 0.04% | +346+5.1% | Added |
| Mountain Pacific Investment Advisers Inc | 7,130 | $452.0K | 0.03% | −200−2.7% | Reduced |
| PFG Investments, LLC | 7,145 | $453.0K | 0.03% | −95−1.3% | Reduced |
| LVW Advisors, LLC | 7,154 | $453.6K | 0.05% | −149−2.0% | Reduced |
| Auto-Owners Insurance Co | 1,959 | $454.9K | 0.01% | −10,828−84.7% | Reduced |
| First Horizon Advisors, Inc. | 7,189 | $455.8K | 0.01% | −650−8.3% | Reduced |
| Fruth Investment Management | 7,281 | $461.0K | 0.13% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,286 | $461.9K | 0.06% | −63−0.9% | Reduced |
| Atomi Financial Group, Inc. | 7,294 | $462.5K | 0.02% | +1,929+36.0% | Added |
| FSM Wealth Advisors, LLC | 7,313 | $463.6K | 0.10% | +466+6.8% | Added |
| Keel Point, LLC | 7,333 | $464.9K | 0.04% | +313+4.5% | Added |
| Great Valley Advisor Group, Inc. | 7,334 | $465.3K | 0.01% | −2,185−23.0% | Reduced |
| Transcend Wealth Collective, LLC | 7,341 | $465.4K | 0.03% | +866+13.4% | Added |
| Montecito Bank & Trust | 7,392 | $468.7K | 0.08% | −66−0.9% | Reduced |
| Exencial Wealth Advisors, LLC | 7,405 | $469.4K | 0.02% | −607−7.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,094 | $474.3K | 0.00% | +708+9.6% | Added |
| Two Sigma Securities, LLC | 7,509 | $476.1K | 0.07% | +7,509 | New |
| Piscataqua Savings Bank | 7,556 | $479.0K | 0.42% | +160+2.2% | Added |
| Rockland Trust Co | 7,558 | $479.2K | 0.02% | −350−4.4% | Reduced |
| Compass Capital Corp | 7,550 | $479.3K | 0.25% | −2,576−25.4% | Reduced |
| SummitTX Capital, L.P. | 7,600 | $481.8K | 0.02% | +7,600 | New |
| Capstone Investment Advisors, LLC | 7,606 | $482.2K | 0.00% | +7,606 | New |
| Atwood & Palmer Inc | 7,607 | $482.3K | 0.03% | −100−1.3% | Reduced |
| Proficio Capital Partners LLC | 7,616 | $482.8K | 0.04% | +418+5.8% | Added |
| Leonteq Securities AG | 7,636 | $484.1K | 0.04% | −1,061−12.2% | Reduced |
| Strategic Planning, Inc. | 7,647 | $484.8K | 0.27% | +7,647 | New |
| Bailard, Inc. | 7,682 | $487.0K | 0.01% | +1,872+32.2% | Added |
| Ameritas Investment Partners, Inc. | 7,694 | $487.8K | 0.02% | −436−5.4% | Reduced |
| Syon Capital LLC | 7,703 | $488.3K | 0.04% | +614+8.7% | Added |
| Rodgers Brothers Inc. | 7,812 | $495.3K | 0.07% | +802+11.4% | Added |
| Venturi Wealth Management, LLC | 7,832 | $496.6K | 0.03% | −986−11.2% | Reduced |
| TFG Advisers LLC | 7,845 | $497.4K | 0.18% | +94+1.2% | Added |
| SRS Capital Advisors, Inc. | 7,850 | $497.7K | 0.03% | +344+4.6% | Added |