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 |
|---|---|---|---|---|---|
| Birchbrook, Inc. | 1,025 | $65.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,023 | $64.9K | 0.01% | −48−4.5% | Reduced |
| Truvestments Capital LLC | 1,020 | $64.7K | 0.01% | +3+0.3% | Added |
| Old Second National Bank of Aurora | 1,000 | $63.4K | 0.01% | −420−29.6% | Reduced |
| Firsthand Capital Management, Inc. | 1,000 | $63.4K | 0.15% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 998 | $63.3K | 0.02% | −25−2.4% | Reduced |
| Valley National Advisers Inc | 996 | $63.0K | 0.01% | +603+153.4% | Added |
| Motco | 975 | $61.8K | 0.01% | +177+22.2% | Added |
| GPS Wealth Strategies Group, LLC | 907 | $57.5K | 0.01% | +1+0.1% | Added |
| CNB Bank | 903 | $57.3K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 896 | $56.8K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 890 | $56.4K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 882 | $55.9K | 0.11% | 00.0% | Unchanged |
| North Capital, Inc. | 882 | $55.9K | 0.05% | +882 | New |
| Pinnacle Bancorp, Inc. | 880 | $55.8K | 0.02% | −50−5.4% | Reduced |
| Armstrong Advisory Group, Inc | 803 | $54.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 859 | $54.5K | 0.01% | +118+15.9% | Added |
| Hemington Wealth Management | 861 | $54.0K | 0.01% | +93+12.1% | Added |
| Cary Street Partner Investment Advisory LLC | 850 | $53.9K | 0.03% | +322+61.0% | Added |
| Murphy & Mullick Capital Management Corp | 849 | $53.8K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 847 | $53.7K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 842 | $53.4K | 0.05% | −489−36.7% | Reduced |
| Flaharty Asset Management, LLC | 835 | $53.0K | 0.01% | +835 | New |
| CarsonAllaria Wealth Management, Ltd. | 834 | $52.9K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 800 | $51.0K | 0.00% | −4−0.5% | Reduced |
| Mascoma Wealth Management LLC | 802 | $50.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 844 | $50.7K | 0.02% | +844 | New |
| Centennial Bank | 799 | $50.7K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 786 | $49.8K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 845 | $49.5K | 0.01% | +10+1.2% | Added |
| Westpac Banking Corp | 777 | $49.3K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 750 | $47.5K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $47.5K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 727 | $46.1K | 0.02% | +127+21.2% | Added |
| Heritage Wealth Advisors | 700 | $44.4K | 0.00% | −13−1.8% | Reduced |
| Hexagon Capital Partners LLC | 698 | $44.3K | 0.01% | −223−24.2% | Reduced |
| American Capital Advisory, LLC | 683 | $43.3K | 0.02% | +9+1.3% | Added |
| Cheviot Value Management, LLC | 602 | $42.6K | 0.01% | +602 | New |
| Chesapeake Asset Management LLC | 660 | $41.8K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 657 | $41.7K | 0.00% | +38+6.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 649 | $41.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 647 | $41.0K | 0.01% | −226−25.9% | Reduced |
| Lavaca Capital LLC | 639 | $40.5K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 636 | $40.3K | 0.01% | 00.0% | Unchanged |
| Ossiam | 633 | $40.1K | 0.00% | +544+611.2% | Added |
| Concord Wealth Partners | 600 | $38.0K | 0.01% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 600 | $38.0K | 0.01% | +600 | New |
| Hantz Financial Services, Inc. | 607 | $38.0K | 0.00% | +12+2.0% | Added |
| GHP Investment Advisors, Inc. | 596 | $37.8K | 0.00% | −57−8.7% | Reduced |
| West Branch Capital LLC | 590 | $37.4K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 585 | $37.1K | 0.01% | −13−2.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 567 | $35.9K | 0.01% | +5+0.9% | Added |
| Wood Tarver Financial Group, LLC | 557 | $35.3K | 0.01% | +1+0.2% | Added |
| Centricity Wealth Management, LLC | 550 | $34.9K | 0.03% | −161−22.6% | Reduced |
| Archer Investment Corp | 534 | $33.9K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 533 | $33.8K | 0.02% | −2−0.4% | Reduced |
| CGC Financial Services, LLC | 527 | $33.4K | 0.01% | −158−23.1% | Reduced |
| Consultiva Wealth Management, Corp. | 523 | $33.2K | 0.11% | +243+86.8% | Added |
| Loomis Sayles & Co L P | 517 | $33.0K | 0.00% | −277−34.9% | Reduced |
| GW&K Investment Management, LLC | 521 | $33.0K | 0.00% | +71+15.8% | Added |
| Frazier Financial Advisors, LLC | 511 | $32.4K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 505 | $32.0K | 0.00% | +21+4.3% | Added |
| Briaud Financial Planning, Inc | 515 | $32.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 503 | $31.9K | 0.00% | −85−14.5% | Reduced |
| Cetera Trust Company, N.A | 500 | $31.7K | 0.02% | −100−16.7% | Reduced |
| Country Trust Bank | 500 | $31.7K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 500 | $31.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 486 | $30.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 481 | $30.5K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $29.2K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 460 | $29.2K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 460 | $29.2K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 451 | $28.6K | 0.01% | +451 | New |
| Mattson Financial Services, LLC | 450 | $28.5K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 443 | $28.1K | 0.02% | +443 | New |
| DiNuzzo Private Wealth, Inc. | 437 | $27.7K | 0.00% | −2−0.5% | Reduced |
| FSA Wealth Management LLC | 435 | $27.6K | 0.01% | +82+23.2% | Added |
| McClarren Financial Advisors, Inc. | 436 | $27.0K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 423 | $26.8K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 423 | $26.8K | 0.00% | +383+957.5% | Added |
| Glen Eagle Advisors, LLC | 418 | $26.5K | 0.00% | +11+2.7% | Added |
| 1620 Investment Advisors, Inc. | 407 | $25.8K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 404 | $25.6K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $25.6K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 400 | $25.4K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $25.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 390 | $24.8K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 380 | $24.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 371 | $23.5K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 362 | $23.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 356 | $22.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 350 | $22.2K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 350 | $22.2K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 346 | $22.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 341 | $21.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 338 | $21.4K | 0.00% | −146−30.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 335 | $21.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 327 | $20.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 319 | $20.2K | 0.01% | +233+270.9% | Added |
| Saudi Central Bank | 318 | $20.2K | 0.11% | +318 | New |