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 |
|---|---|---|---|---|---|
| Bath Savings Trust Co | 3,950 | $250.4K | 0.03% | −600−13.2% | Reduced |
| Montis Financial, LLC | 3,946 | $250.1K | 0.07% | −149−3.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,938 | $249.7K | 0.03% | 00.0% | Unchanged |
| Nwam LLC | 3,934 | $249.4K | 0.02% | +476+13.8% | Added |
| Geneos Wealth Management Inc. | 3,932 | $249.3K | 0.01% | +1,114+39.5% | Added |
| BIP Wealth, LLC | 3,930 | $249.2K | 0.02% | −415−9.6% | Reduced |
| Marathon Capital Management | 3,928 | $249.1K | 0.07% | +2+0.1% | Added |
| Adirondack Trust Co | 3,928 | $249.0K | 0.10% | −100−2.5% | Reduced |
| Ironwood Investment Counsel, LLC | 3,909 | $247.8K | 0.04% | −722−15.6% | Reduced |
| Osborne Partners Capital Management, LLC | 3,908 | $247.8K | 0.01% | −545−12.2% | Reduced |
| First Affirmative Financial Network | 3,904 | $247.5K | 0.15% | −360−8.4% | Reduced |
| Simon Quick Advisors, LLC | 3,898 | $247.1K | 0.01% | +663+20.5% | Added |
| Relyea Zuckerberg Hanson LLC | 3,868 | $245.2K | 0.03% | −799−17.1% | Reduced |
| First Financial Corp | 3,868 | $245.2K | 0.12% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,834 | $243.1K | 0.07% | −908−19.1% | Reduced |
| Stevens Capital Management LP | 3,840 | $243.0K | 0.06% | +3,840 | New |
| Catalyst Financial Partners LLC | 3,828 | $242.7K | 0.04% | +130+3.5% | Added |
| Capital City Trust Co | 3,826 | $242.6K | 0.07% | −1,385−26.6% | Reduced |
| Pinnacle Financial Partners Inc | 3,780 | $242.6K | 0.00% | −1,722−31.3% | Reduced |
| Abacus Wealth Partners, LLC | 3,817 | $242.0K | 0.04% | +365+10.6% | Added |
| Madison Wealth Partners, Inc | 3,813 | $241.7K | 0.06% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,801 | $241.0K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 3,799 | $240.9K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,794 | $240.5K | 0.03% | +495+15.0% | Added |
| Todd Asset Management LLC | 3,785 | $240.0K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,769 | $239.0K | 0.19% | 00.0% | Unchanged |
| Aries Wealth Management | 3,760 | $238.4K | 0.06% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 3,757 | $238.2K | 0.06% | −1,990−34.6% | Reduced |
| Leibman Financial Services, Inc. | 3,752 | $237.9K | 0.18% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,740 | $237.1K | 0.10% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,737 | $236.9K | 0.02% | +355+10.5% | Added |
| Ignite Planners, LLC | 3,393 | $236.8K | 0.05% | −10−0.3% | Reduced |
| PDS Planning, Inc | 3,730 | $236.5K | 0.02% | +571+18.1% | Added |
| Prairie Wealth Advisors, Inc. | 3,726 | $236.2K | 0.12% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,700 | $234.6K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,699 | $234.5K | 0.01% | +3,699 | New |
| Kornitzer Capital Management Inc | 3,694 | $234.2K | 0.00% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,688 | $233.8K | 0.02% | +3,688 | New |
| Heritage Trust Co | 3,678 | $233.2K | 0.03% | −1,512−29.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,678 | $233.2K | 0.02% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 4,004 | $233.0K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 3,650 | $231.4K | 0.00% | +38+1.1% | Added |
| Acropolis Investment Management, LLC | 3,639 | $230.7K | 0.01% | −87−2.3% | Reduced |
| Northstar Asset Management LLC | 3,632 | $230.3K | 0.06% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,624 | $229.8K | 0.02% | +327+9.9% | Added |
| Savvy Advisors, Inc. | 3,621 | $229.6K | 0.02% | +416+13.0% | Added |
| Parkside Financial Bank & Trust | 3,616 | $229.3K | 0.03% | +111+3.2% | Added |
| Formidable Asset Management, LLC | 3,609 | $228.8K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,602 | $228.4K | 0.01% | −15−0.4% | Reduced |
| Equitable Trust Co | 3,600 | $228.2K | 0.01% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 3,598 | $228.1K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,590 | $227.6K | 0.05% | +323+9.9% | Added |
| Sage Mountain Advisors LLC | 3,572 | $226.5K | 0.02% | −401−10.1% | Reduced |
| Mayflower Financial Advisors, LLC | 3,572 | $226.4K | 0.03% | +114+3.3% | Added |
| Davis R M Inc | 3,567 | $226.1K | 0.00% | +530+17.5% | Added |
| Wolverine Trading, LLC | 3,556 | $225.2K | 0.01% | +3,556 | New |
| Strategic Advisors LLC | 3,535 | $224.1K | 0.04% | +9+0.3% | Added |
| Harold Davidson & Associates Inc. | 3,529 | $223.7K | 0.12% | −70−1.9% | Reduced |
| Charter Oak Capital Management, LLC | 3,526 | $223.6K | 0.02% | +3+0.1% | Added |
| One Charles Private Wealth Services, LLC | 3,518 | $223.0K | 0.07% | +152+4.5% | Added |
| HC Advisors, LLC | 3,502 | $222.0K | 0.17% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,500 | $221.9K | 0.08% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 3,500 | $221.9K | 0.15% | 00.0% | Unchanged |
| Ewa, LLC | 3,490 | $221.3K | 0.08% | +24+0.7% | Added |
| Navellier & Associates Inc | 3,110 | $220.2K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,463 | $219.6K | 0.02% | +3,463 | New |
| Main Street Financial Solutions, LLC | 3,454 | $219.0K | 0.02% | −69−2.0% | Reduced |
| Signature Wealth Management Partners, LLC | 3,450 | $218.7K | 0.14% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,446 | $218.5K | 0.01% | +17+0.5% | Added |
| Breed's Hill Capital LLC | 3,438 | $218.0K | 0.12% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 3,433 | $217.7K | 0.09% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 3,427 | $217.3K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 3,427 | $217.3K | 0.02% | −40−1.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,424 | $217.1K | 0.01% | +3,424 | New |
| One Wealth Advisors, LLC | 3,398 | $215.4K | 0.03% | +3,398 | New |
| Strengthening Families & Communities, LLC | 3,396 | $215.3K | 0.13% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,396 | $215.3K | 0.01% | +15+0.4% | Added |
| Wynn Capital, LLC | 3,388 | $214.8K | 0.13% | 00.0% | Unchanged |
| Code Waechter LLC | 3,383 | $214.0K | 0.18% | +164+5.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,340 | $211.8K | 0.01% | −19−0.6% | Reduced |
| Smithfield Trust Co | 3,325 | $211.0K | 0.01% | 00.0% | Unchanged |
| Optima Capital LLC | 3,290 | $208.6K | 0.13% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,287 | $208.4K | 0.09% | +100+3.1% | Added |
| Addison Advisors LLC | 3,261 | $206.7K | 0.06% | −4−0.1% | Reduced |
| FRG Family Wealth Advisors LLC | 3,249 | $206.0K | 0.04% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,246 | $205.8K | 0.00% | −621−16.1% | Reduced |
| Plancorp, LLC | 3,225 | $204.5K | 0.01% | +3,225 | New |
| Whalerock Point Partners, LLC | 3,214 | $203.8K | 0.05% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,205 | $203.2K | 0.06% | +26+0.8% | Added |
| First Financial Bankshares Inc | 3,200 | $202.9K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,200 | $202.9K | 0.17% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,836 | $202.6K | 0.07% | −240−5.9% | Reduced |
| Phillips Wealth Planners LLC | 3,415 | $202.4K | 0.21% | +8+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 3,175 | $201.3K | 0.13% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,168 | $200.9K | 0.02% | +3,168 | New |
| Edgemoor Investment Advisors, Inc. | 3,158 | $200.2K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,119 | $197.7K | 0.00% | −356−10.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 3,083 | $195.5K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,071 | $194.7K | 0.01% | +663+27.5% | Added |
| Sandy Spring Bank | 3,063 | $194.2K | 0.01% | −37−1.2% | Reduced |