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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 23 | $1.46K | 0.00% | +23 | New |
| HighMark Wealth Management LLC | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 17 | $1.16K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 18 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $1.14K | 0.00% | +18 | New |
| Winnow Wealth LLC | 18 | $1.08K | 0.00% | +6+50.0% | Added |
| Blume Capital Management, Inc. | 17 | $1.08K | 0.00% | +17 | New |
| Parallax Volatility Advisers, L.P. | 15 | $951 | 0.00% | −23,283−99.9% | Reduced |
| Aventura Private Wealth, LLC | 15 | $951 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 15 | $951 | 0.00% | +15 | New |
| First Pacific Financial | 15 | $951 | 0.00% | +15 | New |
| Catherine Avery Investment Management LLC | 13 | $824 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $697 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $668 | 0.00% | −14−56.0% | Reduced |
| North Ridge Wealth Advisors, Inc. | 10 | $634 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $571 | 0.00% | +3+50.0% | Added |
| Capital A Wealth Management, LLC | 8 | $507 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $444 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $381 | 0.00% | +6 | New |
| PSI Advisors, LLC | 6 | $380 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $369 | 0.00% | +6 | New |
| Osterweis Capital Management Inc | 5 | $317 | 0.00% | −495−99.0% | Reduced |
| Binnacle Investments Inc | 4 | $254 | 0.00% | +4 | New |
| GoalVest Advisory LLC | 3 | $190 | 0.00% | +3 | New |
| West Paces Advisors Inc. | 2 | $127 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −898,416−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −786,737−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −736,019−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −497,405−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −285,598−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −85,650−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −211,753−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −187,000−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −175,159−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −157,116−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −129,349−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −93,409−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −87,929−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −80,915−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −67,976−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −67,945−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −65,392−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −56,657−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −38,655−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −25,289−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −24,435−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −21,771−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −18,441−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −16,570−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −15,205−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −13,454−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −12,136−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −10,465−100.0% | Sold out |
| Gray Foundation | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −9,751−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −9,071−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −7,903−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −7,223−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −7,162−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −7,386−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Custos Family Office, LLC | 0 | $0 | 0.00% | −5,032−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −5,017−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Alpha Wealth Funds, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Catalina Capital Group, LLC | 0 | $0 | 0.00% | −4,929−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −4,499−100.0% | Sold out |
| Williams & Novak, LLC | 0 | $0 | 0.00% | −4,499−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −4,288−100.0% | Sold out |
| Wilkins Investment Counsel Inc | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,076−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,903−100.0% | Sold out |
| Camden National Bank | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,736−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −3,572−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,537−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| Pines Wealth Management, LLC | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Cascade Financial Partners, LLC | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Cullen Investment Group, Ltd. | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,192−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Baxter Bros Inc | 0 | $0 | 0.00% | −3,135−100.0% | Sold out |
| Capital Investment Counsel, Inc | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| Purkiss Capital Advisors LLC | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −3,109−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −3,097−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Hummer Financial Advisory Services Inc | 0 | $0 | 0.00% | −3,076−100.0% | Sold out |
| Matthew Goff Investment Advisor, LLC | 0 | $0 | 0.00% | −3,084−100.0% | Sold out |