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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 95,259 | $6.04M | 0.02% | +6,696+7.6% | Added |
| CIBC Private Wealth Group, LLC | 108,511 | $6.03M | 0.01% | −1,246−1.1% | Reduced |
| Davenport & Co LLC | 94,280 | $5.98M | 0.04% | +3,480+3.8% | Added |
| Twin Tree Management, LP | 94,210 | $5.97M | 0.13% | −5,038−5.1% | Reduced |
| Mutual of America Capital Management LLC | 93,927 | $5.95M | 0.07% | −6,049−6.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 93,885 | $5.95M | 0.04% | −32,989−26.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 93,785 | $5.95M | 0.05% | +21,515+29.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 92,492 | $5.86M | 0.06% | +978+1.1% | Added |
| Wesleyan Assurance Society | 92,200 | $5.84M | 0.43% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 91,890 | $5.83M | 0.22% | +745+0.8% | Added |
| Kidder Stephen W | 91,539 | $5.80M | 1.81% | +7,349+8.7% | Added |
| QRG Capital Management, Inc. | 91,108 | $5.78M | 0.06% | +17,842+24.4% | Added |
| Weiss Asset Management LP | 89,554 | $5.68M | 0.15% | +78,355+699.7% | Added |
| AXA S.A. | 89,226 | $5.66M | 0.02% | −19,179−17.7% | Reduced |
| Parsons Capital Management Inc | 89,122 | $5.65M | 0.31% | −2,919−3.2% | Reduced |
| CIBC World Markets Inc. | 88,456 | $5.61M | 0.01% | −30,539−25.7% | Reduced |
| HM Payson & Co | 88,383 | $5.60M | 0.10% | −1,395−1.6% | Reduced |
| American Century Companies Inc | 88,338 | $5.60M | 0.00% | −5,272−5.6% | Reduced |
| Cary Street Partners Financial LLC | 85,618 | $5.43M | 0.17% | +28,971+51.1% | Added |
| Sagefield Capital LP | 85,185 | $5.40M | 0.65% | −17,785−17.3% | Reduced |
| OP Asset Management Ltd | 84,081 | $5.33M | 0.09% | +84,081 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 82,617 | $5.25M | 0.05% | +16,169+24.3% | Added |
| Fayez Sarofim & Co | 82,088 | $5.20M | 0.01% | −428−0.5% | Reduced |
| Evoke Wealth, LLC | 81,603 | $5.17M | 0.14% | −8,486−9.4% | Reduced |
| Pegasus Asset Management, Inc. | 81,410 | $5.16M | 2.07% | +2,024+2.5% | Added |
| Candriam Luxembourg S.C.A. | 81,317 | $5.16M | 0.03% | −2,607−3.1% | Reduced |
| Synovus Financial Corp | 80,754 | $5.12M | 0.07% | +24,750+44.2% | Added |
| Avantax Advisory Services, Inc. | 80,387 | $5.10M | 0.03% | −10,793−11.8% | Reduced |
| Bank of Nova Scotia | 80,110 | $5.08M | 0.01% | −25,802−24.4% | Reduced |
| Elo Mutual Pension Insurance Co | 79,759 | $5.06M | 0.11% | +2,690+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 79,469 | $5.04M | 0.02% | −16,922−17.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 79,015 | $5.01M | 0.10% | −109−0.1% | Reduced |
| Clearbridge Investments, LLC | 78,032 | $4.95M | 0.00% | +2,877+3.8% | Added |
| AdvisorNet Financial, Inc | 77,765 | $4.93M | 0.37% | −2,461−3.1% | Reduced |
| Glenmede Trust Co NA | 74,298 | $4.71M | 0.03% | −9,071−10.9% | Reduced |
| Private Advisor Group, LLC | 74,179 | $4.70M | 0.03% | −1,090−1.4% | Reduced |
| Rakuten Investment Management, Inc. | 73,810 | $4.67M | 0.02% | +73,810 | New |
| Meiji Yasuda Asset Management Co Ltd. | 73,052 | $4.63M | 0.19% | −3,474−4.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 72,041 | $4.57M | 0.09% | −801−1.1% | Reduced |
| Nordea Investment Management AB | 72,076 | $4.48M | 0.00% | +4,127+6.1% | Added |
| Oregon Public Employees Retirement Fund | 69,368 | $4.40M | 0.08% | −2,160−3.0% | Reduced |
| Family Capital Trust Co | 69,155 | $4.38M | 1.57% | 00.0% | Unchanged |
| Stephens Inc | 68,655 | $4.35M | 0.06% | −202−0.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 68,124 | $4.32M | 0.75% | −431−0.6% | Reduced |
| Snowden Capital Advisors LLC | 67,888 | $4.30M | 0.14% | −3,973−5.5% | Reduced |
| Sanctuary Advisors, LLC | 67,807 | $4.30M | 0.03% | −4,482−6.2% | Reduced |
| Avanza Fonder AB | 65,389 | $4.25M | 0.14% | −11,072−14.5% | Reduced |
| AQR Capital Management LLC | 68,225 | $4.24M | 0.00% | +23,200+51.5% | Added |
| Mandatum Life Insurance Co Ltd | 66,715 | $4.23M | 1.30% | +24,815+59.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 66,313 | $4.20M | 0.11% | −139,333−67.8% | Reduced |
| USS Investment Management Ltd | 65,378 | $4.14M | 0.03% | −38,099−36.8% | Reduced |
| Circle Wealth Management, LLC | 64,976 | $4.12M | 0.10% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 64,744 | $4.10M | 0.03% | +3,096+5.0% | Added |
| Mizuho Securities USA LLC | 64,661 | $4.10M | 0.09% | −14,423−18.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 64,431 | $4.08M | 0.04% | +2,425+3.9% | Added |
| Rafferty Asset Management, LLC | 64,102 | $4.06M | 0.02% | −16,524−20.5% | Reduced |
| Patten Group, Inc. | 64,022 | $4.06M | 0.93% | −2,265−3.4% | Reduced |
| Cohen Capital Management, Inc. | 63,634 | $4.03M | 0.69% | −200−0.3% | Reduced |
| Dearborn Partners LLC | 63,274 | $4.01M | 0.19% | −1,148−1.8% | Reduced |
| Daymark Wealth Partners, LLC | 63,232 | $4.01M | 0.17% | +971+1.6% | Added |
| Pacer Advisors, Inc. | 62,754 | $3.98M | 0.01% | −26,785−29.9% | Reduced |
| NEOS Investment Management LLC | 62,740 | $3.98M | 0.08% | +11,253+21.9% | Added |
| Richard Bernstein Advisors LLC | 62,416 | $3.96M | 0.10% | −3,616−5.5% | Reduced |
| Sone Capital Management, LLC | 62,109 | $3.94M | 0.41% | +33,157+114.5% | Added |
| Benjamin Edwards Inc | 61,984 | $3.93M | 0.05% | +430+0.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 60,565 | $3.84M | 0.01% | +26,594+78.3% | Added |
| CWM, LLC | 60,122 | $3.81M | 0.02% | +346+0.6% | Added |
| NBT Bank N A | 59,949 | $3.80M | 0.27% | −725−1.2% | Reduced |
| Tower View Investment Management & Research LLC | 59,601 | $3.78M | 2.20% | −1,053−1.7% | Reduced |
| Harmony Asset Management LLC | 59,029 | $3.74M | 1.57% | +1,372+2.4% | Added |
| RSM US Wealth Management LLC | 58,482 | $3.71M | 0.06% | −3,541−5.7% | Reduced |
| Empowered Funds, LLC | 57,904 | $3.67M | 0.05% | +1,942+3.5% | Added |
| LRI Investments, LLC | 57,371 | $3.64M | 0.35% | −1,423−2.4% | Reduced |
| Kentucky Retirement Systems | 57,285 | $3.63M | 0.11% | −409−0.7% | Reduced |
| Canandaigua National Bank & Trust Co | 56,327 | $3.57M | 0.36% | −2,209−3.8% | Reduced |
| Jane Street Group, LLC | 56,244 | $3.57M | 0.01% | −531,780−90.4% | Reduced |
| ABN AMRO Bank N.V. | 56,065 | $3.55M | 0.05% | +7,245+14.8% | Added |
| Huntington National Bank | 55,957 | $3.55M | 0.03% | −1,833−3.2% | Reduced |
| Delta Capital Management LLC | 54,390 | $3.45M | 2.00% | −1,665−3.0% | Reduced |
| Selway Asset Management | 54,367 | $3.45M | 1.42% | +16,650+44.1% | Added |
| JB Capital LLC | 53,989 | $3.42M | 0.19% | −2,484−4.4% | Reduced |
| Gotham Asset Management, LLC | 53,947 | $3.42M | 0.03% | +45,687+553.1% | Added |
| Bleakley Financial Group, LLC | 53,794 | $3.41M | 0.11% | +1,422+2.7% | Added |
| Gilman Hill Asset Management, LLC | 53,670 | $3.40M | 0.59% | +1,121+2.1% | Added |
| Oppenheimer & Co Inc | 53,535 | $3.39M | 0.05% | −15,241−22.2% | Reduced |
| Brookfield Asset Management Inc. | 53,356 | $3.38M | 0.00% | −1,565−2.8% | Reduced |
| Evercore Wealth Management, LLC | 52,985 | $3.36M | 0.05% | −350−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 52,914 | $3.35M | 0.10% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 52,636 | $3.34M | 0.16% | 00.0% | Unchanged |
| Westport Asset Management Inc | 52,400 | $3.32M | 1.61% | 00.0% | Unchanged |
| Notis-McConarty Edward | 51,980 | $3.30M | 1.69% | +4,720+10.0% | Added |
| Delaney Dennis R | 51,755 | $3.28M | 1.78% | +7,675+17.4% | Added |
| Hartford Investment Management Co | 49,279 | $3.12M | 0.11% | −2,361−4.6% | Reduced |
| Brown Brothers Harriman & Co | 49,172 | $3.12M | 0.02% | −4,318−8.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 48,991 | $3.11M | 0.18% | +25,124+105.3% | Added |
| Quadrature Capital Ltd | 48,692 | $3.09M | 0.07% | +48,692 | New |
| Federation des caisses Desjardins du Quebec | 48,664 | $3.09M | 0.02% | +2,084+4.5% | Added |
| Heritage Investors Management Corp | 48,635 | $3.08M | 0.11% | +2,214+4.8% | Added |
| Silvercrest Asset Management Group LLC | 48,252 | $3.06M | 0.02% | +646+1.4% | Added |
| Gulf International Bank (UK) Ltd | 47,862 | $3.03M | 0.10% | −17,431−26.7% | Reduced |