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 |
|---|---|---|---|---|---|
| Dempze Nancy E | 47,759 | $3.03M | 1.82% | +10,277+27.4% | Added |
| ING Groep NV | 47,480 | $3.01M | 0.02% | −59,093−55.4% | Reduced |
| Lido Advisors, LLC | 46,938 | $2.98M | 0.02% | +23,844+103.2% | Added |
| YHB Investment Advisors, Inc. | 46,027 | $2.92M | 0.24% | −78−0.2% | Reduced |
| MAI Capital Management | 45,811 | $2.90M | 0.02% | −849−1.8% | Reduced |
| XTX Topco Ltd | 45,728 | $2.90M | 0.15% | +45,728 | New |
| Cohen Klingenstein LLC | 45,668 | $2.90M | 0.10% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 45,038 | $2.86M | 0.10% | −632−1.4% | Reduced |
| Venture Visionary Partners LLC | 44,901 | $2.85M | 0.12% | +405+0.9% | Added |
| Argent Trust Co | 44,656 | $2.83M | 0.12% | −817−1.8% | Reduced |
| New England Research & Management, Inc. | 44,500 | $2.82M | 1.43% | −2,200−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 43,969 | $2.79M | 0.05% | +4,262+10.7% | Added |
| Renaissance Technologies LLC | 43,500 | $2.76M | 0.00% | +43,500 | New |
| Sargent Investment Group, LLC | 43,426 | $2.75M | 0.44% | +189+0.4% | Added |
| Louisiana State Employees Retirement System | 43,400 | $2.75M | 0.05% | −1,500−3.3% | Reduced |
| Norinchukin Bank, The | 43,346 | $2.75M | 0.05% | +4,987+13.0% | Added |
| AMG National Trust Bank | 42,835 | $2.72M | 0.08% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 42,776 | $2.71M | 0.08% | −2,069−4.6% | Reduced |
| Brasada Capital Management, LP | 48,363 | $2.69M | 0.54% | −13,924−22.4% | Reduced |
| Generali Asset Management SPA SGR | 42,171 | $2.67M | 0.07% | +4,323+11.4% | Added |
| Atria Investments LLC | 42,169 | $2.67M | 0.03% | +1,620+4.0% | Added |
| Elefante Mark B | 42,065 | $2.67M | 2.11% | +10,340+32.6% | Added |
| Concentric Capital Strategies, LP | 41,945 | $2.66M | 0.27% | +41,945 | New |
| SG Americas Securities, LLC | 41,895 | $2.66M | 0.01% | +40,044+2,163.4% | Added |
| Essex Financial Services, Inc. | 41,778 | $2.65M | 0.19% | +173+0.4% | Added |
| Savant Capital, LLC | 41,548 | $2.63M | 0.02% | −3,953−8.7% | Reduced |
| Park Avenue Securities LLC | 41,170 | $2.61M | 0.03% | +10,750+35.3% | Added |
| Beacon Pointe Advisors, LLC | 41,144 | $2.61M | 0.03% | +375+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 40,920 | $2.59M | 0.07% | +120+0.3% | Added |
| Allianz SE | 40,694 | $2.58M | 0.07% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 40,519 | $2.57M | 0.02% | +6,452+18.9% | Added |
| GWM Advisors LLC | 40,228 | $2.55M | 0.02% | −486−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 40,110 | $2.54M | 0.18% | +40,110 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.54M | 0.60% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 39,923 | $2.53M | 0.00% | +23,105+137.4% | Added |
| Bensler, LLC | 39,874 | $2.53M | 0.32% | −130.0% | Reduced |
| Pinnacle Associates Ltd | 39,723 | $2.52M | 0.04% | +1,657+4.4% | Added |
| Metis Global Partners, LLC | 39,657 | $2.51M | 0.07% | +5,273+15.3% | Added |
| Lifeworks Advisors, LLC | 39,536 | $2.51M | 0.42% | +27,801+236.9% | Added |
| J.W. Cole Advisors, Inc. | 39,287 | $2.49M | 0.08% | +24,818+171.5% | Added |
| Maryland State Retirement & Pension System | 39,222 | $2.49M | 0.06% | −5,580−12.5% | Reduced |
| New Mexico Educational Retirement Board | 39,017 | $2.47M | 0.09% | −1,000−2.5% | Reduced |
| Monarch Capital Management Inc | 38,301 | $2.43M | 0.67% | −155−0.4% | Reduced |
| Poehling Capital Management, LLC | 38,228 | $2.42M | 0.61% | −307−0.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 33,861 | $2.41M | 0.13% | +33,861 | New |
| Merit Financial Group, LLC | 38,010 | $2.41M | 0.04% | −3,857−9.2% | Reduced |
| Engineers Gate Manager LP | 37,865 | $2.40M | 0.04% | −150,389−79.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 37,762 | $2.40M | 0.00% | −1,018−2.6% | Reduced |
| Trust Co of Vermont | 37,519 | $2.38M | 0.12% | −1,410−3.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 36,905 | $2.34M | 0.01% | +1,530+4.3% | Added |
| Brinker Capital Investments, LLC | 36,902 | $2.34M | 0.02% | +2,375+6.9% | Added |
| Orion Portfolio Solutions, LLC | 36,902 | $2.34M | 0.02% | +2,375+6.9% | Added |
| United Capital Financial Advisers, LLC | 36,642 | $2.32M | 0.02% | +1,180+3.3% | Added |
| Cresset Asset Management, LLC | 36,607 | $2.32M | 0.01% | −2,164−5.6% | Reduced |
| Thrivent Financial for Lutherans | 36,020 | $2.32M | 0.01% | −4,579−11.3% | Reduced |
| Polar Capital Holdings Plc | 36,500 | $2.31M | 0.01% | −73,000−66.7% | Reduced |
| HB Wealth Management, LLC | 36,438 | $2.31M | 0.02% | +4,438+13.9% | Added |
| Change Path, LLC | 36,426 | $2.31M | 0.07% | −6,939−16.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,205 | $2.30M | 0.02% | +746+2.1% | Added |
| Banque Cantonale Vaudoise | 35,434 | $2.25M | 0.10% | +35,434 | New |
| North Star Investment Management Corp. | 35,300 | $2.24M | 0.16% | −11,500−24.6% | Reduced |
| Vinva Investment Management Ltd | 35,246 | $2.23M | 0.09% | +35,246 | New |
| Evelyn Partners Investment Management LLP | 35,110 | $2.23M | 0.07% | +3,335+10.5% | Added |
| Souders Financial Advisors | 34,777 | $2.20M | 0.31% | −23,488−40.3% | Reduced |
| Lee Danner & Bass Inc | 34,593 | $2.19M | 0.18% | −203−0.6% | Reduced |
| Whittier Trust Co | 34,589 | $2.19M | 0.03% | −337−1.0% | Reduced |
| Delta Financial Advisors LLC | 34,125 | $2.16M | 0.81% | +170+0.5% | Added |
| Concurrent Investment Advisors, LLC | 34,021 | $2.16M | 0.05% | +6,582+24.0% | Added |
| E. Ohman J:or Asset Management AB | 33,900 | $2.15M | 0.06% | −2,300−6.4% | Reduced |
| Tiaa Trust, National Association | 33,533 | $2.13M | 0.01% | +1,566+4.9% | Added |
| Blue Square Asset Management, LLC | 33,308 | $2.11M | 1.14% | −277−0.8% | Reduced |
| Mfg Wealth Management, Inc. | 32,535 | $2.06M | 1.97% | −15,431−32.2% | Reduced |
| Cunning Capital Partners, LP | 31,613 | $2.00M | 1.28% | −182−0.6% | Reduced |
| Quantessence Capital LLC | 31,600 | $2.00M | 0.50% | +31,600 | New |
| Value Partners Investments Inc. | 31,413 | $1.99M | 0.17% | +2,372+8.2% | Added |
| Lazard Asset Management LLC | 31,194 | $1.98M | 0.00% | −53−0.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 30,720 | $1.95M | 0.02% | −19,367−38.7% | Reduced |
| South Dakota Investment Council | 30,594 | $1.94M | 0.04% | −259−0.8% | Reduced |
| Perigon Wealth Management, LLC | 30,364 | $1.93M | 0.05% | −7,146−19.1% | Reduced |
| Aurora Investment Counsel | 30,360 | $1.92M | 1.07% | −400−1.3% | Reduced |
| Summit Trail Advisors, LLC | 30,100 | $1.91M | 0.06% | +5,860+24.2% | Added |
| Hartline Investment Corp | 29,774 | $1.89M | 0.25% | −2,447−7.6% | Reduced |
| Clearstead Advisors, LLC | 29,724 | $1.88M | 0.03% | −3,494−10.5% | Reduced |
| Bryn Mawr Trust Co | 29,584 | $1.88M | 0.04% | −5,024−14.5% | Reduced |
| Azzad Asset Management Inc | 29,243 | $1.85M | 0.22% | +221+0.8% | Added |
| Miracle Mile Advisors, LLC | 29,132 | $1.85M | 0.04% | −3,288−10.1% | Reduced |
| Johnson Investment Counsel Inc | 29,107 | $1.85M | 0.02% | +1,084+3.9% | Added |
| Cornerstone Advisors, LLC | 29,100 | $1.84M | 0.08% | 00.0% | Unchanged |
| Empirical Finance, LLC | 29,059 | $1.84M | 0.11% | +583+2.0% | Added |
| Headinvest, LLC | 28,810 | $1.83M | 0.36% | −272−0.9% | Reduced |
| Omers Administration Corp | 28,799 | $1.83M | 0.02% | −4,751−14.2% | Reduced |
| Apollon Wealth Management, LLC | 28,757 | $1.82M | 0.04% | +2,774+10.7% | Added |
| Bessemer Group Inc | 28,768 | $1.82M | 0.00% | +3,900+15.7% | Added |
| Glenview Trust Co | 28,545 | $1.81M | 0.04% | −138−0.5% | Reduced |
| Barden Capital Management, Inc. | 28,407 | $1.80M | 1.60% | +131+0.5% | Added |
| Atria Wealth Solutions, Inc. | 28,091 | $1.78M | 0.02% | −5,632−16.7% | Reduced |
| Holderness Investments Co | 27,918 | $1.77M | 0.41% | −1,012−3.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 27,835 | $1.76M | 0.03% | −1,725−5.8% | Reduced |
| Goelzer Investment Management, Inc. | 27,611 | $1.75M | 0.10% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 27,351 | $1.73M | 0.64% | −1,850−6.3% | Reduced |