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 |
|---|---|---|---|---|---|
| Ransom Advisory, Ltd | 6,304 | $399.7K | 0.20% | +50+0.8% | Added |
| Sunbelt Securities, Inc. | 6,283 | $398.3K | 0.04% | −1,393−18.1% | Reduced |
| Meridian Wealth Management, LLC | 6,270 | $397.5K | 0.02% | +240+4.0% | Added |
| Banco Santander, S.A. | 6,268 | $397.4K | 0.00% | +832+15.3% | Added |
| Keynote Financial Services LLC | 6,265 | $397.2K | 0.28% | −500−7.4% | Reduced |
| Financial Perspectives, Inc | 6,262 | $397.0K | 0.14% | +10.0% | Added |
| Marco Investment Management LLC | 6,256 | $396.6K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 6,209 | $393.7K | 0.10% | −475−7.1% | Reduced |
| MEMBERS Trust Co | 6,198 | $393.0K | 0.01% | −118−1.9% | Reduced |
| Franklin Street Advisors Inc | 6,161 | $391.0K | 0.03% | +890+16.9% | Added |
| SCS Capital Management LLC | 6,144 | $389.5K | 0.00% | +6,144 | New |
| Axq Capital, LP | 6,123 | $388.2K | 0.16% | +6,123 | New |
| LCM Capital Management Inc | 6,099 | $386.7K | 0.23% | −49−0.8% | Reduced |
| Tiemann Investment Advisors, LLC | 6,096 | $386.5K | 0.18% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,386 | $386.3K | 0.03% | +244+4.0% | Added |
| Forbes J M & Co LLP | 6,083 | $385.7K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,055 | $383.9K | 0.20% | +21+0.3% | Added |
| Groesbeck Investment Management Corp | 6,036 | $383.0K | 0.54% | −1,263−17.3% | Reduced |
| Fractal Investments LLC | 6,030 | $382.3K | 0.05% | −4,286−41.5% | Reduced |
| Garden State Investment Advisory Services LLC | 6,011 | $382.1K | 0.12% | +20+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 6,013 | $382.0K | 0.17% | −272−4.3% | Reduced |
| Woodmont Investment Counsel LLC | 6,002 | $380.5K | 0.03% | 00.0% | Unchanged |
| Systematic Financial Management LP | 6,000 | $380.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Institute for Wealth Management, LLC. | 5,994 | $380.0K | 0.05% | −27−0.4% | Reduced |
| Cobblestone Capital Advisors LLC | 5,982 | $379.3K | 0.02% | −300−4.8% | Reduced |
| Basepoint Wealth LLC | 5,958 | $377.7K | 0.30% | −463−7.2% | Reduced |
| ICONIQ Capital, LLC | 5,944 | $376.9K | 0.01% | +5,944 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,929 | $375.8K | 0.02% | −800−11.9% | Reduced |
| Founders Financial Alliance, LLC | 5,913 | $374.9K | 0.09% | −18−0.3% | Reduced |
| GKV Capital Management Co., Inc. | 5,900 | $374.1K | 0.19% | −631−9.7% | Reduced |
| Boothbay Fund Management, LLC | 5,892 | $373.6K | 0.01% | −526−8.2% | Reduced |
| Partners Capital Investment Group, LLP | 5,874 | $372.4K | 0.01% | +5,874 | New |
| Leavell Investment Management, Inc. | 5,870 | $372.2K | 0.02% | −57−1.0% | Reduced |
| EntryPoint Capital, LLC | 5,859 | $371.5K | 0.17% | +5,859 | New |
| McDonald Partners LLC | 5,854 | $371.1K | 0.10% | −150−2.5% | Reduced |
| Cornerstone Wealth Management, LLC | 5,852 | $371.0K | 0.03% | +100+1.7% | Added |
| Miller Investment Management, LP | 5,840 | $370.3K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,825 | $369.3K | 0.01% | −746−11.4% | Reduced |
| KRS Capital Management, LLC | 5,819 | $368.9K | 0.29% | +15+0.3% | Added |
| First National Trust Co | 5,804 | $368.0K | 0.01% | −139−2.3% | Reduced |
| Howland Capital Management LLC | 5,778 | $366.3K | 0.02% | −74−1.3% | Reduced |
| Equitable Holdings, Inc. | 5,778 | $366.3K | 0.00% | +394+7.3% | Added |
| Western Wealth Management, LLC | 5,762 | $365.3K | 0.02% | −717−11.1% | Reduced |
| Smartleaf Asset Management LLC | 5,756 | $364.5K | 0.04% | +300+5.5% | Added |
| Center For Asset Management LLC | 5,727 | $363.1K | 0.22% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,722 | $362.8K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,695 | $361.1K | 0.01% | −350−5.8% | Reduced |
| Colonial Trust Advisors | 5,673 | $359.7K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,663 | $359.0K | 0.08% | +2,052+56.8% | Added |
| Dumont & Blake Investment Advisors LLC | 5,650 | $358.2K | 0.10% | +70+1.3% | Added |
| SeaCrest Wealth Management, LLC | 5,645 | $357.9K | 0.04% | +682+13.7% | Added |
| Plato Investment Management Ltd | 5,568 | $356.8K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,623 | $356.5K | 0.01% | +1,979+54.3% | Added |
| Tyche Wealth Partners LLC | 5,609 | $355.6K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,590 | $354.4K | 0.17% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,579 | $353.7K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,563 | $352.7K | 0.02% | −202−3.5% | Reduced |
| Horan Securities, Inc. | 5,537 | $351.1K | 0.13% | +3+0.1% | Added |
| Sapient Capital LLC | 5,521 | $350.0K | 0.01% | −7−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 5,516 | $349.7K | 0.01% | +1,525+38.2% | Added |
| Covenant Asset Management, LLC | 5,500 | $348.7K | 0.09% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5,457 | $346.0K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,448 | $345.4K | 0.01% | −239−4.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,426 | $344.0K | 0.03% | +123+2.3% | Added |
| Philadelphia Trust Co | 5,411 | $343.0K | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,400 | $342.4K | 0.00% | +295+5.8% | Added |
| Pittenger & Anderson Inc | 5,390 | $341.7K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 5,375 | $340.8K | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 5,341 | $338.6K | 0.02% | −6−0.1% | Reduced |
| Twelve Points Wealth Management LLC | 5,339 | $338.5K | 0.09% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,284 | $335.0K | 0.05% | −86−1.6% | Reduced |
| Cornerstone Wealth Group, LLC | 5,283 | $335.0K | 0.03% | +1,926+57.4% | Added |
| Asset Dedication, LLC | 5,264 | $333.8K | 0.03% | −122−2.3% | Reduced |
| Advisory Alpha, LLC | 5,259 | $333.4K | 0.01% | +1,761+50.3% | Added |
| Atlantic Trust, LLC | 5,246 | $332.6K | 0.07% | +209+4.1% | Added |
| Interchange Capital Partners, LLC | 5,238 | $332.1K | 0.09% | +45+0.9% | Added |
| Gsa Capital Partners LLP | 5,225 | $331.0K | 0.03% | +5,225 | New |
| Mutual Advisors, LLC | 5,506 | $330.7K | 0.01% | +298+5.7% | Added |
| Manchester Capital Management LLC | 5,208 | $330.2K | 0.04% | +39+0.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $327.6K | 0.29% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 5,160 | $327.1K | 0.08% | −3−0.1% | Reduced |
| Bridgewater Advisors Inc. | 5,357 | $325.8K | 0.03% | +5,357 | New |
| First Bank & Trust | 5,128 | $325.1K | 0.06% | +335+7.0% | Added |
| TCG Advisory Services, LLC | 5,100 | $323.3K | 0.01% | −60−1.2% | Reduced |
| Holistic Financial Partners | 5,086 | $322.5K | 0.16% | +55+1.1% | Added |
| Cambridge Advisors Inc. | 5,086 | $322.5K | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 5,081 | $322.1K | 0.01% | −275−5.1% | Reduced |
| Ted Buchan & Co | 5,070 | $321.4K | 0.15% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,063 | $321.0K | 0.01% | +11+0.2% | Added |
| Northstar Financial Companies, Inc. | 5,060 | $320.8K | 0.35% | −69−1.3% | Reduced |
| Sky-Mountain Capital Management, Inc. | 5,059 | $320.7K | 0.27% | +5,059 | New |
| Founders Capital Management, LLC | 5,050 | $320.2K | 0.06% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 5,036 | $319.3K | 0.15% | −51−1.0% | Reduced |
| Howard Capital Management Inc. | 5,033 | $319.1K | 0.01% | −602−10.7% | Reduced |
| Sterling Financial Planning, Inc. | 5,027 | $318.7K | 0.12% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,009 | $318.0K | 0.04% | +5,009 | New |
| LGT Group Foundation | 5,000 | $317.0K | 0.00% | 00.0% | Unchanged |