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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 7,861 | $498.4K | 0.09% | +170+2.2% | Added |
| Triangle Securities Wealth Management | 7,893 | $500.4K | 0.13% | 00.0% | Unchanged |
| Courier Capital LLC | 7,932 | $502.9K | 0.03% | −265−3.2% | Reduced |
| Haverford Trust Co | 7,953 | $504.2K | 0.01% | +250+3.2% | Added |
| CFO4Life Group, LLC | 8,005 | $507.5K | 0.09% | −106−1.3% | Reduced |
| Alamea Verwaltungs GmbH | 8,017 | $508.3K | 0.44% | +8,017 | New |
| Mission Wealth Management, LP | 8,060 | $511.0K | 0.01% | +186+2.4% | Added |
| Naples Global Advisors, LLC | 8,065 | $511.3K | 0.05% | +1,680+26.3% | Added |
| Bokf, NA | 8,099 | $513.5K | 0.01% | +10.0% | Added |
| Bard Financial Services, Inc. | 8,120 | $514.8K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 8,122 | $514.9K | 0.08% | +2,527+45.2% | Added |
| Penserra Capital Management LLC | 8,180 | $517.0K | 0.01% | −2,430−22.9% | Reduced |
| Old National Bancorp | 8,204 | $520.1K | 0.01% | +272+3.4% | Added |
| Pointe Capital Management LLC | 8,223 | $521.3K | 0.31% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,255 | $523.4K | 0.03% | +40.0% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $525.3K | 0.14% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 8,312 | $527.0K | 0.01% | +342+4.3% | Added |
| Cigna Investments Inc | 8,347 | $529.0K | 0.10% | −206−2.4% | Reduced |
| Monterey Private Wealth, Inc. | 8,353 | $529.6K | 0.16% | −151−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 8,856 | $531.9K | 0.06% | +137+1.6% | Added |
| AlphaCore Capital LLC | 8,390 | $531.9K | 0.05% | +1,197+16.6% | Added |
| Proffitt & Goodson Inc | 8,406 | $532.9K | 0.09% | +266+3.3% | Added |
| River Wealth Advisors LLC | 8,419 | $533.8K | 0.07% | −462−5.2% | Reduced |
| Profund Advisors LLC | 8,425 | $534.1K | 0.02% | −1,005−10.7% | Reduced |
| Country Club Bank | 8,479 | $537.0K | 0.04% | +32+0.4% | Added |
| Agf Management Ltd | 8,500 | $538.9K | 0.00% | +89+1.1% | Added |
| Congress Wealth Management LLC | 8,493 | $540.2K | 0.01% | +2,215+35.3% | Added |
| Drexel Morgan & Co. | 8,578 | $543.8K | 0.11% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $545.2K | 0.17% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,605 | $545.6K | 0.01% | +1,217+16.5% | Added |
| Keeley-Teton Advisors, LLC | 8,625 | $546.8K | 0.07% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 8,724 | $553.1K | 0.12% | −1,603−15.5% | Reduced |
| AE Wealth Management LLC | 8,759 | $555.3K | 0.00% | +1,469+20.2% | Added |
| Aull & Monroe Investment Management Corp | 8,783 | $556.8K | 0.28% | −110−1.2% | Reduced |
| Brookstone Capital Management | 8,806 | $558.3K | 0.01% | +2,993+51.5% | Added |
| Sky Investment Group LLC | 8,829 | $559.8K | 0.10% | 00.0% | Unchanged |
| 1st Source Bank | 8,883 | $563.2K | 0.03% | +40.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 8,899 | $564.2K | 0.19% | +12+0.1% | Added |
| Illinois Municipal Retirement Fund | 8,935 | $566.5K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,951 | $567.0K | 0.00% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 9,000 | $570.6K | 0.06% | −1,350−13.0% | Reduced |
| Cullinan Associates Inc | 9,000 | $570.6K | 0.04% | −500−5.3% | Reduced |
| GeoWealth Management, LLC | 9,003 | $570.8K | 0.02% | −2,071−18.7% | Reduced |
| Jefferies Financial Group Inc. | 9,024 | $572.1K | 0.01% | −485−5.1% | Reduced |
| Boyd Watterson Asset Management LLC | 9,110 | $577.5K | 0.18% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 9,150 | $580.1K | 0.04% | +452+5.2% | Added |
| Arkadios Wealth Advisors | 9,178 | $581.8K | 0.02% | −1,045−10.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,220 | $584.5K | 0.03% | +213+2.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,262 | $587.2K | 0.07% | −295−3.1% | Reduced |
| Brighton Jones LLC | 9,303 | $589.8K | 0.02% | +1,345+16.9% | Added |
| Guggenheim Capital LLC | 9,342 | $592.3K | 0.01% | −7,068−43.1% | Reduced |
| Verdence Capital Advisors LLC | 9,356 | $593.2K | 0.05% | +31+0.3% | Added |
| Beck Mack & Oliver LLC | 9,379 | $594.6K | 0.01% | +255+2.8% | Added |
| Spirepoint Private Client, LLC | 9,398 | $595.8K | 0.08% | +1,146+13.9% | Added |
| Webster Bank, N. A. | 9,404 | $596.2K | 0.07% | −210−2.2% | Reduced |
| International Assets Investment Management, LLC | 9,438 | $598.4K | 0.05% | +181+2.0% | Added |
| Prudent Man Advisors, LLC | 9,475 | $600.7K | 0.22% | +204+2.2% | Added |
| Trust Co of Virginia | 9,478 | $600.9K | 0.06% | −151−1.6% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $601.5K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 9,506 | $602.6K | 0.07% | +10.0% | Added |
| Raiffeisen Bank International AG | 9,561 | $605.5K | 0.01% | +4,497+88.8% | Added |
| Fiduciary Group LLC | 9,573 | $606.9K | 0.06% | 00.0% | Unchanged |
| Riverwater Partners LLC | 9,583 | $607.6K | 0.31% | +1,347+16.4% | Added |
| Focus Financial Network, Inc. | 9,595 | $608.3K | 0.02% | −29−0.3% | Reduced |
| Prospera Financial Services Inc | 9,594 | $608.6K | 0.01% | −21−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,628 | $610.4K | 0.00% | +9,628 | New |
| KCM Investment Advisors LLC | 9,684 | $614.0K | 0.02% | −11,423−54.1% | Reduced |
| Farther Finance Advisors, LLC | 9,664 | $614.1K | 0.02% | +2,570+36.2% | Added |
| Moody National Bank Trust Division | 9,696 | $614.7K | 0.06% | −571−5.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,709 | $615.6K | 0.04% | +80+0.8% | Added |
| Laurel Wealth Advisors LLC | 9,765 | $619.1K | 0.10% | −50−0.5% | Reduced |
| Rialto Wealth Management, LLC | 9,827 | $623.0K | 0.20% | +257+2.7% | Added |
| Aigen Investment Management, LP | 9,865 | $625.4K | 0.10% | −22,048−69.1% | Reduced |
| CX Institutional | 9,875 | $626.0K | 0.02% | −3,737−27.5% | Reduced |
| Investment Advisory Services Inc | 9,982 | $632.9K | 0.23% | −6−0.1% | Reduced |
| Gifford Fong Associates | 10,000 | $634.0K | 0.16% | 00.0% | Unchanged |
| First Western Trust Bank | 10,018 | $635.1K | 0.03% | +46+0.5% | Added |
| Resonant Capital Advisors, LLC | 10,063 | $638.0K | 0.04% | +314+3.2% | Added |
| Forte Capital LLC | 10,131 | $642.3K | 0.08% | +227+2.3% | Added |
| Bull Street Advisors, LLC | 10,176 | $645.0K | 0.31% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 10,187 | $645.9K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10,206 | $647.0K | 0.09% | −235−2.3% | Reduced |
| Silver Oak Securities, Inc | 10,263 | $650.0K | 0.06% | +34+0.3% | Added |
| RFG Advisory, LLC | 10,255 | $650.2K | 0.02% | +3,085+43.0% | Added |
| Private Wealth Asset Management, LLC | 10,322 | $654.4K | 0.09% | +10,322 | New |
| IHT Wealth Management, LLC | 10,365 | $657.2K | 0.02% | −36−0.3% | Reduced |
| Intech Investment Management LLC | 10,496 | $665.4K | 0.01% | +573+5.8% | Added |
| Compass Wealth Management LLC | 10,546 | $668.6K | 0.17% | 00.0% | Unchanged |
| Simmons Bank | 10,572 | $670.3K | 0.05% | −333−3.1% | Reduced |
| First Citizens Bank & Trust Co | 10,615 | $673.0K | 0.02% | −26−0.2% | Reduced |
| Bank of Hawaii | 10,656 | $675.6K | 0.04% | −4,254−28.5% | Reduced |
| Sagespring Wealth Partners, LLC | 10,707 | $678.8K | 0.02% | +1,373+14.7% | Added |
| Milestone Asset Management Group, LLC | 10,744 | $681.2K | 0.62% | 00.0% | Unchanged |
| Burns J W & Co Inc | 10,757 | $682.0K | 0.09% | −185−1.7% | Reduced |
| Davy Global Fund Management Ltd | 10,792 | $684.2K | 0.08% | −1,660−13.3% | Reduced |
| Busey Wealth Management | 10,799 | $684.7K | 0.02% | −1,733−13.8% | Reduced |
| Nautilus Advisors LLC | 10,815 | $685.7K | 0.57% | −147−1.3% | Reduced |
| Graypoint LLC | 10,860 | $688.5K | 0.04% | +438+4.2% | Added |
| Ausdal Financial Partners, Inc. | 10,966 | $695.2K | 0.05% | +6,686+156.2% | Added |
| Beck Capital Management, LLC | 11,108 | $704.2K | 0.21% | +539+5.1% | Added |