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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.

Institutional holdersQ1 2025: 1,525 institutions
Q1 2021: 1,220 institutionsQ2 2021: 1,249 institutionsQ3 2021: 1,274 institutionsQ4 2021: 1,347 institutionsQ1 2022: 1,264 institutionsQ2 2022: 1,174 institutionsQ3 2022: 1,154 institutionsQ4 2022: 1,219 institutionsQ1 2023: 1,240 institutionsQ2 2023: 1,261 institutionsQ3 2023: 1,316 institutionsQ4 2023: 1,398 institutionsQ1 2024: 1,414 institutionsQ2 2024: 1,453 institutionsQ3 2024: 1,553 institutionsQ4 2024: 1,560 institutionsQ1 2025: 1,525 institutionsQ2 2025: 1,587 institutionsQ3 2025: 1,491 institutionsQ4 2025: 1,511 institutionsQ1 2026: 1,502 institutionsQ2 2026: 1,654 institutions
Value heldQ1 2025: $45.6B
Q1 2021: $31.1BQ2 2021: $35.7BQ3 2021: $38.4BQ4 2021: $39.9BQ1 2022: $33.9BQ2 2022: $25.8BQ3 2022: $25.6BQ4 2022: $29.6BQ1 2023: $33.5BQ2 2023: $38.3BQ3 2023: $42.9BQ4 2023: $43.6BQ1 2024: $44.0BQ2 2024: $47.6BQ3 2024: $60.3BQ4 2024: $50.2BQ1 2025: $45.6BQ2 2025: $52.7BQ3 2025: $42.3BQ4 2025: $37.1BQ1 2026: $40.4BQ2 2026: $53.1B
Institutions holding CARR and their total value by quarter
QuarterHoldersValue
Q2 20261,654$53.1B
Q1 20261,502$40.4B
Q4 20251,511$37.1B
Q3 20251,491$42.3B
Q2 20251,587$52.7B
Q1 20251,525$45.6B
Q4 20241,560$50.2B
Q3 20241,553$60.3B
Q2 20241,453$47.6B
Q1 20241,414$44.0B
Q4 20231,398$43.6B
Q3 20231,316$42.9B
Q2 20231,261$38.3B
Q1 20231,240$33.5B
Q4 20221,219$29.6B
Q3 20221,154$25.6B
Q2 20221,174$25.8B
Q1 20221,264$33.9B
Q4 20211,347$39.9B
Q3 20211,274$38.4B
Q2 20211,249$35.7B
Q1 20211,220$31.1B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q4 2024.

Institutions holding CARR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Burke & Herbert Bank & Trust Co0$00.00%−3,078−100.0%Sold out
Baker Boyer National Bank0$00.00%−3,062−100.0%Sold out
WoodTrust Financial Corp0$00.00%−3,040−100.0%Sold out
Stance Capital LLC0$00.00%−3,047−100.0%Sold out
Elevate Wealth Advisory, Inc0$00.00%−3,014−100.0%Sold out
SOL Capital Management CO0$00.00%−3,015−100.0%Sold out
Norman Fields, Gottscho Capital Management, LLC0$00.00%−3,020−100.0%Sold out
PBMares Wealth Management LLC0$00.00%−3,017−100.0%Sold out
Promethium Advisors,llc0$00.00%−3,000−100.0%Sold out
We Are One Seven, LLC0$00.00%−3,008−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−3,000−100.0%Sold out
Stone Run Capital, LLC0$00.00%−3,000−100.0%Sold out
Morton Capital Management LLC0$00.00%−2,993−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−2,921−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−2,976−100.0%Sold out
Empower Advisory Group, LLC0$00.00%−2,962−100.0%Sold out
Armstrong, Fleming & Moore, Inc0$00.00%−2,950−100.0%Sold out
Aurdan Capital Management, LLC0$00.00%−2,943−100.0%Sold out
East Coast Asset Management, LLC.0$00.00%−2,940−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−2,402−100.0%Sold out
Spurstone Advisory Services, LLC0$00.00%−2,000−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−1,834−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1,679−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−1,644−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−1,623−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−1,425−100.0%Sold out
Fedenia Advisers LLC0$00.00%−1,420−100.0%Sold out
Maia Wealth LLC0$00.00%−901−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−825−100.0%Sold out
Roxbury Financial LLC0$00.00%−715−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−778−100.0%Sold out
Pathway Financial Advisers, LLC0$00.00%−733−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−611−100.0%Sold out
Caitlin John, LLC0$00.00%−589−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−575−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−500−100.0%Sold out
Castleview Partners, LLC0$00.00%−371−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−327−100.0%Sold out
TSFG, LLC0$00.00%−310−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−300−100.0%Sold out
Hurley Capital, LLC0$00.00%−256−100.0%Sold out
Pineridge Advisors LLC0$00.00%−255−100.0%Sold out
Tucker Asset Management LLC0$00.00%−225−100.0%Sold out
Ethos Financial Group, LLC0$00.00%−213−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−213−100.0%Sold out
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna0$00.00%−198−100.0%Sold out
Family CFO Inc0$00.00%−186−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−159−100.0%Sold out
Live Oak Investment Partners0$00.00%–Sold out
Talon Private Wealth, LLC0$00.00%−148−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−145−100.0%Sold out
Fairfield Financial Advisors, LTD0$00.00%−129−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−125−100.0%Sold out
Mainstream Capital Management LLC0$00.00%−97−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−95−100.0%Sold out
Byrne Asset Management LLC0$00.00%−67−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−51−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−50−100.0%Sold out
Operose Advisors LLC0$00.00%−42−100.0%Sold out
Spectrum Wealth Counsel, LLC0$00.00%−33−100.0%Sold out
Guardian Wealth Management, Inc.0$00.00%−25−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−10−100.0%Sold out
Evolution Advisers, Inc.0$00.00%−8−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Wetherby Asset Management Inc––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Geller Advisors LLC––––Not filed
Boston Financial Mangement LLC––––Not filed
Dorchester Wealth Management Co––––Not filed
Global Retirement Partners, LLC––––Not filed
Eagle Ridge Investment Management––––Not filed
Hilltop National Bank––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
Sugarloaf Wealth Management, LLC––––Not filed
Bray Capital Advisors––––Not filed
Kiely Wealth Advisory Group, Inc.––––Not filed
WR Wealth Planners, LLC––––Not filed
AlphaMark Advisors, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Criterion Capital Advisors, LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
HBC Financial Services, PLLC––––Not filed