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 |
|---|---|---|---|---|---|
| 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 |
| Flagship Harbor Advisors, LLC | 4,996 | $316.8K | 0.02% | −451−8.3% | Reduced |
| Northeast Investment Management | 4,989 | $316.3K | 0.01% | −10.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 4,973 | $315.3K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,970 | $315.1K | 0.02% | −961−16.2% | Reduced |
| New England Capital Financial Advisors LLC | 4,966 | $314.8K | 0.16% | −281−5.4% | Reduced |
| Perbak Capital Partners LLP | 4,964 | $314.7K | 0.23% | +4,964 | New |
| Roehl & Yi Investment Advisors, LLC | 4,960 | $314.5K | 0.17% | +634+14.7% | Added |
| Heritage Wealth Management, Inc. | 4,946 | $313.6K | 0.11% | −1,088−18.0% | Reduced |
| Integrated Advisors Network LLC | 4,929 | $312.5K | 0.02% | −109−2.2% | Reduced |
| PKS Advisory Services, LLC | 4,925 | $312.2K | 0.09% | +30+0.6% | Added |
| Endowment Wealth Management, Inc. | 4,910 | $311.3K | 0.20% | +113+2.4% | Added |
| Conning Inc. | 4,901 | $310.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 4,898 | $310.5K | 0.05% | −269−5.2% | Reduced |
| GSB Wealth Management, LLC | 4,874 | $309.0K | 0.08% | +47+1.0% | Added |
| Level Four Advisory Services, LLC | 4,868 | $308.6K | 0.01% | +15+0.3% | Added |
| Stratos Wealth Advisors, LLC | 4,863 | $308.3K | 0.02% | +413+9.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,861 | $308.2K | 0.01% | −18−0.4% | Reduced |
| Versor Investments LP | 4,853 | $307.7K | 0.05% | +1,053+27.7% | Added |
| Court Place Advisors, LLC | 4,839 | $306.8K | 0.10% | −267−5.2% | Reduced |
| Northwest Bancshares, Inc. | 4,801 | $304.4K | 0.06% | −380−7.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,796 | $304.1K | 0.02% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 4,793 | $303.9K | 0.01% | +4,793 | New |
| New Hampshire Trust | 4,785 | $303.4K | 0.07% | −655−12.0% | Reduced |
| Massmutual Trust Co FSB | 4,778 | $302.9K | 0.01% | −256−5.1% | Reduced |
| Ostrum Asset Management | 4,725 | $299.6K | 0.02% | −125−2.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,907 | $299.2K | 0.01% | +4,907 | New |
| Clear Harbor Asset Management, LLC | 4,716 | $299.0K | 0.02% | −233−4.7% | Reduced |
| Valmark Advisers, Inc. | 4,712 | $298.8K | 0.00% | −62−1.3% | Reduced |
| Fire Capital Management LLC | 4,692 | $297.5K | 0.22% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,682 | $296.9K | 0.01% | +1,718+58.0% | Added |
| Newman Dignan & Sheerar, Inc. | 4,680 | $296.7K | 0.08% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,676 | $296.5K | 0.00% | +203+4.5% | Added |
| MBB Public Markets I LLC | 4,659 | $295.4K | 0.03% | +4,659 | New |
| Gitterman Wealth Management, LLC | 4,617 | $292.8K | 0.08% | +4,617 | New |
| DF Dent & Co Inc | 4,617 | $292.7K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,612 | $292.4K | 0.02% | +237+5.4% | Added |
| Capital Advantage, Inc. | 4,281 | $292.2K | 0.05% | 00.0% | Unchanged |
| Challenger Wealth Management | 4,600 | $291.6K | 0.23% | +600+15.0% | Added |
| Thomasville National Bank | 4,580 | $290.4K | 0.02% | +32+0.7% | Added |
| Grove Bank & Trust | 4,580 | $290.4K | 0.04% | +690+17.7% | Added |
| Carolinas Wealth Consulting LLC | 4,572 | $289.9K | 0.06% | −5−0.1% | Reduced |
| Optimum Investment Advisors | 4,550 | $288.5K | 0.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 4,550 | $288.5K | 0.02% | −290−6.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 4,549 | $288.4K | 0.20% | +335+7.9% | Added |
| Financial Engines Advisors L.L.C. | 4,542 | $288.0K | 0.00% | +51+1.1% | Added |
| Silicon Valley Capital Partners | 4,545 | $287.8K | 0.04% | +4,545 | New |
| Tennessee Valley Asset Management Partners | 4,534 | $287.5K | 0.05% | +14+0.3% | Added |
| Crawford Investment Counsel Inc | 4,507 | $285.7K | 0.01% | +60+1.3% | Added |
| HCR Wealth Advisors | 4,479 | $284.0K | 0.04% | +10.0% | Added |
| Bridgewater Associates, LP | 4,478 | $283.9K | 0.00% | +589+15.1% | Added |
| Alta Advisers Ltd | 4,463 | $283.0K | 0.12% | +4,463 | New |
| Clarius Group, LLC | 4,460 | $282.8K | 0.02% | −125−2.7% | Reduced |
| Childress Capital Advisors, LLC | 4,458 | $282.6K | 0.08% | −79−1.7% | Reduced |
| Legacy Advisors, LLC | 4,441 | $281.6K | 0.03% | +165+3.9% | Added |
| Berkshire Money Management, Inc. | 4,429 | $280.8K | 0.03% | 00.0% | Unchanged |
| Sentry LLC | 4,410 | $279.6K | 0.05% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,403 | $279.1K | 0.09% | −1,657−27.3% | Reduced |
| Premier Path Wealth Partners, LLC | 4,385 | $278.0K | 0.04% | +271+6.6% | Added |
| Sheets Smith Wealth Management | 4,343 | $275.3K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,336 | $274.9K | 0.01% | +109+2.6% | Added |
| Legacy Bridge, LLC | 4,333 | $274.7K | 0.15% | −30−0.7% | Reduced |
| Grandfield & Dodd, LLC | 4,328 | $274.4K | 0.02% | 00.0% | Unchanged |
| Northwest Financial Advisors | 4,296 | $272.4K | 0.23% | +13+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 3,377 | $271.8K | 0.03% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 4,283 | $271.5K | 0.03% | +113+2.7% | Added |
| Red Door Wealth Management, LLC | 4,277 | $271.2K | 0.04% | +900+26.7% | Added |
| West Oak Capital, LLC | 4,275 | $271.0K | 0.10% | −600−12.3% | Reduced |
| Breakwater Capital Group | 4,266 | $270.5K | 0.05% | +4,266 | New |
| Douglas Lane & Associates, LLC | 4,261 | $270.1K | 0.00% | −192−4.3% | Reduced |
| Waldron Private Wealth LLC | 4,256 | $269.8K | 0.01% | −12,276−74.3% | Reduced |
| CWA Asset Management Group, LLC | 4,248 | $269.3K | 0.01% | +63+1.5% | Added |
| Cassaday & Co Wealth Management LLC | 4,228 | $268.1K | 0.01% | −113−2.6% | Reduced |
| Pavion Blue Capital, LLC | 4,219 | $267.5K | 0.13% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,218 | $267.4K | 0.01% | −100−2.3% | Reduced |
| Radnor Capital Management, LLC | 4,192 | $266.0K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 4,193 | $265.8K | 0.04% | −137−3.2% | Reduced |
| Nicolet Bankshares Inc | 4,184 | $265.3K | 0.05% | +4,184 | New |
| AlTi Global, Inc. | 4,183 | $265.3K | 0.01% | −3,733−47.2% | Reduced |
| US Financial Advisors, LLC | 4,183 | $265.2K | 0.08% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 4,182 | $265.1K | 0.10% | −12−0.3% | Reduced |
| Pure Financial Advisors, Inc. | 4,130 | $261.8K | 0.01% | −522−11.2% | Reduced |
| Commerzbank Aktiengesellschaft | 4,116 | $261.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,102 | $260.1K | 0.00% | −373−8.3% | Reduced |
| Chicago Trust Co NA | 4,089 | $259.2K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,042 | $256.3K | 0.04% | −4−0.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,044 | $256.0K | 0.02% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 4,029 | $255.4K | 0.23% | +4,029 | New |
| Round Rock Advisors, LLC | 4,028 | $255.4K | 0.05% | +13+0.3% | Added |
| Sovereign Financial Group, Inc. | 4,026 | $255.2K | 0.06% | −65−1.6% | Reduced |
| Plan A Wealth LLC | 4,017 | $254.7K | 0.20% | 00.0% | Unchanged |
| Transform Wealth, LLC | 4,002 | $253.7K | 0.02% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 4,000 | $253.6K | 0.08% | −50−1.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,994 | $253.2K | 0.03% | +51+1.3% | Added |
| Thoroughbred Financial Services, LLC | 3,993 | $253.0K | 0.02% | −250−5.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,989 | $252.9K | 0.03% | +27+0.7% | Added |
| Ritholtz Wealth Management | 3,968 | $251.6K | 0.01% | +1,007+34.0% | Added |
| Cooper Financial Group | 3,961 | $251.1K | 0.03% | +400+11.2% | Added |
| Independence Bank of Kentucky | 3,956 | $250.8K | 0.04% | −250−5.9% | Reduced |