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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 11,114 | $704.6K | 0.02% | −35−0.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,131 | $705.7K | 0.02% | −594−5.1% | Reduced |
| Jacobi Capital Management LLC | 11,132 | $705.8K | 0.05% | +400+3.7% | Added |
| Sound View Wealth Advisors Group, LLC | 11,164 | $707.8K | 0.06% | −419−3.6% | Reduced |
| Private Trust Co NA | 11,204 | $710.3K | 0.07% | +207+1.9% | Added |
| Ledyard National Bank | 11,230 | $712.0K | 0.07% | +20+0.2% | Added |
| Baldwin Investment Management, LLC | 11,240 | $712.6K | 0.09% | +385+3.5% | Added |
| Allred Capital Management, LLC | 11,249 | $713.2K | 0.28% | 00.0% | Unchanged |
| Dover Advisors, LLC | 11,312 | $717.2K | 0.31% | +550+5.1% | Added |
| Core Wealth Partners LLC | 11,418 | $723.9K | 0.42% | +8+0.1% | Added |
| Independent Advisor Alliance | 11,483 | $728.0K | 0.02% | +564+5.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,565 | $733.2K | 0.07% | 00.0% | Unchanged |
| Columbia Asset Management | 11,576 | $733.9K | 0.15% | −325−2.7% | Reduced |
| Ascent Group, LLC | 11,615 | $736.4K | 0.03% | +11,615 | New |
| Kingswood Wealth Advisors, LLC | 11,636 | $738.0K | 0.07% | +1,085+10.3% | Added |
| Mather Group, LLC. | 11,647 | $738.4K | 0.01% | +565+5.1% | Added |
| Grimes & Company, Inc. | 11,713 | $742.6K | 0.02% | +641+5.8% | Added |
| Hilltop Holdings Inc. | 11,786 | $747.2K | 0.05% | +806+7.3% | Added |
| Tandem Financial, LLC | 11,804 | $748.4K | 0.82% | −639−5.1% | Reduced |
| Avestar Capital, LLC | 11,845 | $751.0K | 0.07% | +50.0% | Added |
| LM Advisors LLC | 11,874 | $753.0K | 0.14% | +11,874 | New |
| Freestone Capital Holdings, LLC | 11,882 | $753.3K | 0.03% | −143−1.2% | Reduced |
| Rehmann Capital Advisory Group | 11,933 | $756.6K | 0.05% | +444+3.9% | Added |
| DRW Securities, LLC | 11,940 | $757.0K | 0.06% | +8,058+207.6% | Added |
| Cidel Asset Management Inc | 11,967 | $758.7K | 0.05% | −103−0.9% | Reduced |
| Meridian Management Co | 12,000 | $760.8K | 0.24% | −357−2.9% | Reduced |
| Panagora Asset Management Inc | 12,001 | $760.9K | 0.00% | −1,750−12.7% | Reduced |
| TCW Group Inc | 12,031 | $762.8K | 0.01% | +251+2.1% | Added |
| United Bank | 12,035 | $763.0K | 0.32% | +12,035 | New |
| Nebula Research & Development LLC | 12,086 | $766.3K | 0.07% | +8,326+221.4% | Added |
| Valeo Financial Advisors, LLC | 12,159 | $770.9K | 0.02% | +254+2.1% | Added |
| Shell Asset Management Co | 12,180 | $772.0K | 0.04% | −47−0.4% | Reduced |
| Coldstream Capital Management Inc | 12,241 | $776.1K | 0.02% | +737+6.4% | Added |
| Lindbrook Capital, LLC | 12,294 | $779.4K | 0.07% | +156+1.3% | Added |
| Moneta Group Investment Advisors LLC | 12,303 | $780.0K | 0.01% | −3,035−19.8% | Reduced |
| Ingalls & Snyder LLC | 12,343 | $783.0K | 0.03% | +28+0.2% | Added |
| Boston Private Wealth LLC | 12,377 | $784.7K | 0.03% | −685−5.2% | Reduced |
| Tower Bridge Advisors | 12,389 | $785.5K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 12,442 | $788.8K | 0.10% | −1,184−8.7% | Reduced |
| Alyeska Investment Group, L.P. | 12,454 | $789.6K | 0.00% | −968,207−98.7% | Reduced |
| Sawgrass Asset Management LLC | 12,503 | $792.7K | 0.10% | −779−5.9% | Reduced |
| Scotia Capital Inc. | 12,598 | $798.7K | 0.00% | −156−1.2% | Reduced |
| Means Investment Co., Inc. | 12,617 | $799.9K | 0.08% | −292−2.3% | Reduced |
| Werlinich Asset Management, LLC | 12,623 | $800.3K | 0.51% | +25+0.2% | Added |
| Schnieders Capital Management LLC | 12,690 | $804.5K | 0.17% | −11,998−48.6% | Reduced |
| Montag A & Associates Inc | 12,755 | $808.7K | 0.04% | −300−2.3% | Reduced |
| Cornerstone National Bank & Trust Co | 12,773 | $809.8K | 0.36% | +12,773 | New |
| Benedict Financial Advisors Inc | 12,814 | $812.4K | 0.19% | −78−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 12,861 | $815.4K | 0.03% | −10.0% | Reduced |
| Texas Bank & Trust Co | 12,876 | $816.3K | 0.35% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 12,900 | $817.9K | 0.03% | −3,800−22.8% | Reduced |
| BNP Paribas | 12,918 | $819.0K | 0.03% | +366+2.9% | Added |
| Curated Wealth Partners LLC | 12,924 | $819.4K | 0.11% | +124+1.0% | Added |
| Harbor Advisors LLC | 13,000 | $824.2K | 0.14% | 00.0% | Unchanged |
| StoneX Group Inc. | 13,033 | $826.3K | 0.05% | −349−2.6% | Reduced |
| Landscape Capital Management, L.L.C. | 13,040 | $826.7K | 0.07% | +13,040 | New |
| Everett Harris & Co | 13,152 | $833.8K | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 13,170 | $835.0K | 0.07% | +208+1.6% | Added |
| Chicago Capital, LLC | 13,178 | $835.5K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 13,187 | $836.1K | 0.02% | −1,544−10.5% | Reduced |
| Buffington Mohr McNeal | 13,200 | $836.9K | 0.17% | −1,209−8.4% | Reduced |
| National Asset Management, Inc. | 13,236 | $839.2K | 0.03% | +1,674+14.5% | Added |
| Umb Bank N A | 13,266 | $841.1K | 0.01% | −27−0.2% | Reduced |
| Excalibur Management Corp | 13,266 | $841.1K | 0.33% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 13,280 | $842.0K | 0.59% | +398+3.1% | Added |
| Waterford Advisors, LLC | 13,381 | $848.4K | 0.35% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 13,407 | $850.0K | 0.12% | −94−0.7% | Reduced |
| David Loasby | 14,401 | $850.4K | 0.08% | +5,360+59.3% | Added |
| N.E.W. Advisory Services LLC | 13,419 | $850.8K | 0.07% | +282+2.1% | Added |
| Mesirow Financial Investment Management, Inc. | 13,421 | $851.1K | 0.02% | −698−4.9% | Reduced |
| Estabrook Capital Management | 13,492 | $855.4K | 0.14% | −430−3.1% | Reduced |
| Charter Trust Co | 13,522 | $857.3K | 0.06% | −195−1.4% | Reduced |
| Integrity Alliance, LLC. | 13,564 | $860.0K | 0.03% | +13,564 | New |
| Medallion Wealth Advisors, LLC | 13,547 | $860.4K | 0.39% | −500−3.6% | Reduced |
| Clarus Wealth Advisors | 14,176 | $861.5K | 0.46% | +1,963+16.1% | Added |
| Valley Brook Capital Group | 13,643 | $865.0K | 0.68% | −150−1.1% | Reduced |
| Prudential PLC | 13,699 | $868.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 13,720 | $869.8K | 0.12% | −345−2.5% | Reduced |
| ELCO Management Co., LLC | 13,764 | $872.6K | 0.48% | −20−0.1% | Reduced |
| HBK Sorce Advisory LLC | 13,831 | $876.9K | 0.03% | +4,411+46.8% | Added |
| Maven Securities LTD | 13,909 | $881.8K | 0.19% | +7,409+114.0% | Added |
| Sigma Planning Corp | 13,999 | $887.6K | 0.03% | +1,076+8.3% | Added |
| Brendel Financial Advisors LLC | 14,078 | $893.0K | 0.54% | −2,563−15.4% | Reduced |
| MJP Associates Inc | 14,192 | $899.8K | 0.16% | +3,328+30.6% | Added |
| MUFG Securities Americas Inc. | 14,295 | $906.3K | 0.11% | +1,978+16.1% | Added |
| Ar Asset Management Inc | 14,400 | $913.0K | 0.21% | 00.0% | Unchanged |
| Choate Investment Advisors | 14,430 | $914.9K | 0.02% | −4,231−22.7% | Reduced |
| Lakewood Asset Management LLC | 14,431 | $914.9K | 0.62% | −8,447−36.9% | Reduced |
| VCI Wealth Management LLC | 14,520 | $920.6K | 0.39% | −8,687−37.4% | Reduced |
| Jump Financial, LLC | 14,609 | $926.2K | 0.01% | +10,980+302.6% | Added |
| Caldwell Trust Co | 14,625 | $927.2K | 0.10% | −179−1.2% | Reduced |
| Scientech Research LLC | 14,756 | $935.5K | 0.25% | +14,756 | New |
| Groupama Asset Managment | 14,911 | $944.3K | 0.02% | +1,997+15.5% | Added |
| Westhampton Capital, LLC | 14,907 | $945.1K | 0.52% | −400−2.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,948 | $947.7K | 0.18% | −230−1.5% | Reduced |
| Horizon Investments, LLC | 15,067 | $952.2K | 0.03% | +126+0.8% | Added |
| Quotient Wealth Partners, LLC | 15,104 | $957.6K | 0.03% | +402+2.7% | Added |
| Catalyst Funds Management Pty Ltd | 15,120 | $958.6K | 0.25% | +15,120 | New |
| Pring Turner Capital Group Inc | 15,150 | $960.5K | 0.60% | 00.0% | Unchanged |
| Banque Transatlantique SA | 15,184 | $962.3K | 0.03% | −1,337−8.1% | Reduced |