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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 3,063 | $194.0K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3,026 | $191.9K | 0.08% | +2,901+2,320.8% | Added |
| Cohen & Steers, Inc. | 3,000 | $190.0K | 0.00% | +3,000 | New |
| Caldwell Sutter Capital, Inc. | 2,922 | $185.3K | 0.09% | −100−3.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,920 | $185.1K | 0.05% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 2,900 | $183.7K | 0.01% | −38,840−93.1% | Reduced |
| Community Bank, N.A. | 2,875 | $182.3K | 0.02% | −7,070−71.1% | Reduced |
| AllSquare Wealth Management LLC | 2,863 | $181.5K | 0.11% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,788 | $176.8K | 0.01% | +2,788 | New |
| Stephenson National Bank & Trust | 2,739 | $173.7K | 0.06% | +216+8.6% | Added |
| Atlas Capital Advisors LLC | 2,728 | $173.0K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,708 | $171.7K | 0.07% | 00.0% | Unchanged |
| Financial Life Planners | 2,689 | $170.5K | 0.17% | +9+0.3% | Added |
| Wealth Preservation Advisors, LLC | 2,636 | $167.1K | 0.12% | +2,636 | New |
| Cromwell Holdings LLC | 2,581 | $163.6K | 0.11% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,575 | $163.3K | 0.02% | −343−11.8% | Reduced |
| Capital Analysts, LLC | 2,502 | $158.0K | 0.01% | +405+19.3% | Added |
| Quarry LP | 2,489 | $157.8K | 0.04% | +2,489 | New |
| CVA Family Office, LLC | 2,421 | $153.5K | 0.02% | +189+8.5% | Added |
| Key Financial Inc | 2,411 | $152.9K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,400 | $152.0K | 0.02% | −172−6.7% | Reduced |
| Logan Capital Management Inc | 2,354 | $149.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,308 | $146.3K | 0.02% | −14−0.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $146.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,258 | $143.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,250 | $142.7K | 0.07% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,240 | $142.0K | 0.02% | −39−1.7% | Reduced |
| Bangor Savings Bank | 2,225 | $141.1K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,225 | $141.1K | 0.16% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,216 | $140.5K | 0.00% | +1,972+808.2% | Added |
| Sentry Investment Management LLC | 2,446 | $139.0K | 0.09% | −1,051−30.1% | Reduced |
| Adalta Capital Management LLC | 2,184 | $138.5K | 0.07% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 2,123 | $134.6K | 0.08% | +7+0.3% | Added |
| Ulland Investment Advisors, LLC | 2,084 | $132.0K | 0.11% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,057 | $130.4K | 0.02% | +473+29.9% | Added |
| Gen-Wealth Partners Inc | 2,050 | $130.0K | 0.05% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2,025 | $128.4K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,009 | $127.4K | 0.04% | +2,009 | New |
| Citizens National Bank Trust Department | 2,005 | $127.1K | 0.03% | −400−16.6% | Reduced |
| Wellington Shields & Co., LLC | 2,000 | $126.8K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,992 | $126.3K | 0.03% | −57−2.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,986 | $125.9K | 0.06% | −815−29.1% | Reduced |
| Clean Yield Group | 1,974 | $125.2K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,962 | $124.4K | 0.00% | −2,107−51.8% | Reduced |
| Bank of New Hampshire | 1,940 | $123.0K | 0.03% | −1,000−34.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,921 | $121.8K | 0.01% | −209−9.8% | Reduced |
| Quest Partners LLC | 1,847 | $117.1K | 0.01% | −950−34.0% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,845 | $117.0K | 0.05% | +1,845 | New |
| First Command Advisory Services, Inc. | 1,827 | $115.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,795 | $113.8K | 0.01% | +1,795 | New |
| Evermay Wealth Management LLC | 1,790 | $113.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,764 | $112.0K | 0.07% | +376+27.1% | Added |
| Ridgewood Investments LLC | 1,719 | $109.0K | 0.05% | +1,719 | New |
| Oakworth Capital, Inc. | 1,715 | $108.7K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,700 | $107.8K | 0.03% | −375−18.1% | Reduced |
| Horizon Bancorp Inc | 1,677 | $106.0K | 0.06% | +1,677 | New |
| NBC Securities, Inc. | 1,665 | $105.0K | 0.01% | +1,664+166,400.0% | Added |
| Exchange Traded Concepts, LLC | 1,654 | $104.9K | 0.00% | +395+31.4% | Added |
| Continuum Advisory, LLC | 1,645 | $104.3K | 0.01% | −490−23.0% | Reduced |
| Rise Advisors, LLC | 1,626 | $103.1K | 0.05% | −79−4.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,600 | $101.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,551 | $98.3K | 0.04% | +3+0.2% | Added |
| Hopwood Financial Services, Inc. | 1,540 | $97.6K | 0.08% | −88−5.4% | Reduced |
| CoreCap Advisors, LLC | 1,539 | $97.6K | 0.00% | +116+8.2% | Added |
| Paradigm Asset Management Co LLC | 1,500 | $95.1K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,500 | $95.1K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,500 | $95.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 1,472 | $93.3K | 0.08% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,533 | $93.0K | 0.04% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,454 | $92.2K | 0.01% | −805−35.6% | Reduced |
| Bellevue Asset Management, LLC | 1,432 | $90.8K | 0.05% | 00.0% | Unchanged |
| Oakmont Corp | 1,413 | $89.6K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,389 | $88.1K | 0.01% | +474+51.8% | Added |
| Fortitude Family Office, LLC | 1,386 | $87.9K | 0.03% | −120−8.0% | Reduced |
| City State Bank | 1,353 | $85.8K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,350 | $85.6K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 1,340 | $85.0K | 0.06% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,300 | $82.4K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,300 | $82.4K | 0.02% | +570+78.1% | Added |
| Richards, Merrill & Peterson, Inc. | 1,293 | $82.0K | 0.04% | −100−7.2% | Reduced |
| Activest Wealth Management | 1,253 | $79.4K | 0.02% | +253+25.3% | Added |
| Bullock Wealth Management Group | 1,250 | $79.4K | 0.04% | −107−7.9% | Reduced |
| Crowley Wealth Management, Inc. | 1,250 | $79.3K | 0.08% | −100−7.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,218 | $77.2K | 0.02% | +80+7.0% | Added |
| Abound Wealth Management | 1,212 | $76.9K | 0.03% | +1,044+621.4% | Added |
| Cypress Capital Management LLC (WY) | 1,210 | $76.7K | 0.09% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,200 | $76.1K | 0.05% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,190 | $75.4K | 0.06% | +201+20.3% | Added |
| Curat Global, LLC | 1,185 | $75.1K | 0.09% | +1,185 | New |
| Paladin Advisory Group, LLC | 1,184 | $75.1K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,181 | $74.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,177 | $74.6K | 0.07% | −24−2.0% | Reduced |
| Beacon Capital Management, LLC | 1,155 | $73.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,140 | $72.3K | 0.01% | −236−17.2% | Reduced |
| Union Savings Bank | 1,124 | $71.3K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,116 | $70.8K | 0.03% | +33+3.0% | Added |
| CKW Financial Group | 1,102 | $70.0K | 0.01% | −850−43.5% | Reduced |
| Cape Investment Advisory, Inc. | 1,086 | $68.9K | 0.03% | −3−0.3% | Reduced |
| Field & Main Bank | 1,085 | $68.8K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,079 | $68.4K | 0.00% | −352−24.6% | Reduced |