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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 27,275 | $1.73M | 0.16% | −1,778−6.1% | Reduced |
| Dakota Wealth Management | 26,770 | $1.70M | 0.04% | +4,535+20.4% | Added |
| Kinneret Advisory, LLC | 26,691 | $1.69M | 0.17% | −90−0.3% | Reduced |
| Aureus Asset Management, LLC | 26,629 | $1.69M | 0.12% | −1,500−5.3% | Reduced |
| FineMark National Bank & Trust | 26,301 | $1.67M | 0.06% | −713−2.6% | Reduced |
| Moors & Cabot, Inc. | 26,241 | $1.66M | 0.08% | +127+0.5% | Added |
| Allstate Corp | 26,164 | $1.66M | 0.05% | +2,416+10.2% | Added |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.65M | 0.21% | 00.0% | Unchanged |
| Sabal Trust CO | 25,976 | $1.65M | 0.09% | −28−0.1% | Reduced |
| HighPoint Advisor Group LLC | 26,984 | $1.64M | 0.10% | −142−0.5% | Reduced |
| Liberty Capital Management, Inc. | 25,878 | $1.64M | 0.37% | −3,132−10.8% | Reduced |
| IMA Wealth, Inc. | 25,876 | $1.64M | 0.19% | −633−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 25,850 | $1.64M | 0.06% | +546+2.2% | Added |
| Systematic Alpha Investments, LLC | 25,789 | $1.64M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 25,685 | $1.63M | 0.03% | −809−3.1% | Reduced |
| Nomura Holdings Inc | 25,480 | $1.62M | 0.01% | −12,963−33.7% | Reduced |
| Principle Wealth Partners LLC | 25,389 | $1.61M | 0.12% | −32−0.1% | Reduced |
| Hudson Bay Capital Management LP | 25,159 | $1.60M | 0.01% | +25,159 | New |
| Greenleaf Trust | 25,009 | $1.59M | 0.01% | +1,529+6.5% | Added |
| Everence Capital Management Inc | 24,850 | $1.57M | 0.11% | 00.0% | Unchanged |
| Crews Bank & Trust | 24,791 | $1.57M | 0.27% | −700−2.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,713 | $1.57M | 0.03% | −1,856−7.0% | Reduced |
| Callan Family Office, LLC | 24,532 | $1.56M | 0.12% | −5,040−17.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,399 | $1.55M | 0.11% | +24,399 | New |
| Advisors Asset Management, Inc. | 24,323 | $1.54M | 0.03% | +379+1.6% | Added |
| PGGM Investments | 24,321 | $1.54M | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 23,912 | $1.52M | 0.05% | −762−3.1% | Reduced |
| Curbstone Financial Management Corp | 23,898 | $1.52M | 0.32% | +600+2.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,840 | $1.51M | 0.02% | −10,676−30.9% | Reduced |
| Financial Advocates Investment Management | 23,823 | $1.51M | 0.11% | −3,040−11.3% | Reduced |
| Parallel Advisors, LLC | 23,539 | $1.49M | 0.03% | +3,489+17.4% | Added |
| Trueblood Wealth Management, LLC | 23,475 | $1.49M | 0.69% | +1,751+8.1% | Added |
| Carmel Capital Partners, LLC | 23,374 | $1.48M | 0.58% | +7,067+43.3% | Added |
| Quantum Private Wealth, LLC | 23,346 | $1.48M | 0.56% | +75+0.3% | Added |
| Fox Run Management, L.L.C. | 23,213 | $1.47M | 0.23% | +23,213 | New |
| Bridges Investment Management Inc | 23,055 | $1.46M | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 22,891 | $1.45M | 0.09% | +1,147+5.3% | Added |
| Investment Management Corp of Ontario | 22,814 | $1.45M | 0.03% | +200+0.9% | Added |
| Woodstock Corp | 22,553 | $1.43M | 0.14% | −504−2.2% | Reduced |
| Hartford Financial Management Inc. | 22,374 | $1.42M | 0.29% | +30.0% | Added |
| Griffin Asset Management, Inc. | 22,352 | $1.42M | 0.17% | +680+3.1% | Added |
| Burney Co | 22,232 | $1.41M | 0.05% | −310−1.4% | Reduced |
| Central Trust Co | 22,183 | $1.41M | 0.03% | −750−3.3% | Reduced |
| Cumberland Partners Ltd | 22,095 | $1.40M | 0.11% | −43,370−66.2% | Reduced |
| Hunter Associates Investment Management LLC | 22,048 | $1.40M | 0.22% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 22,058 | $1.40M | 0.29% | −7,860−26.3% | Reduced |
| Wahed Invest LLC | 21,973 | $1.39M | 0.24% | +1,614+7.9% | Added |
| TD Private Client Wealth LLC | 21,712 | $1.38M | 0.04% | +8,158+60.2% | Added |
| Modera Wealth Management, LLC | 21,703 | $1.38M | 0.02% | −143−0.7% | Reduced |
| Garrison Point Advisors, LLC | 21,640 | $1.37M | 0.67% | −150−0.7% | Reduced |
| Virtus Investment Advisers, Inc. | 21,112 | $1.34M | 0.36% | +21,112 | New |
| Resources Investment Advisors, LLC. | 20,893 | $1.32M | 0.02% | +867+4.3% | Added |
| Birch Hill Investment Advisors LLC | 20,891 | $1.32M | 0.06% | −237−1.1% | Reduced |
| Oak Thistle LLC | 20,775 | $1.32M | 0.27% | +20,775 | New |
| Redwood Investment Management, LLC | 20,754 | $1.32M | 0.14% | +20,754 | New |
| Princeton Global Asset Management LLC | 20,748 | $1.32M | 0.26% | +85+0.4% | Added |
| Neville Rodie & Shaw Inc | 20,723 | $1.31M | 0.10% | −866−4.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,678 | $1.31M | 0.12% | +2,071+11.1% | Added |
| Massachusetts Wealth Management | 20,600 | $1.31M | 0.90% | +1,775+9.4% | Added |
| Personal Cfo Solutions, LLC | 20,450 | $1.30M | 0.26% | +121+0.6% | Added |
| AXS Investments LLC | 20,393 | $1.29M | 0.36% | +2,579+14.5% | Added |
| Farmers & Merchants Investments Inc | 20,234 | $1.28M | 0.04% | −8,568−29.7% | Reduced |
| BKD Wealth Advisors, LLC | 20,157 | $1.28M | 0.03% | +2,483+14.0% | Added |
| Wedmont Private Capital | 21,377 | $1.27M | 0.06% | +79+0.4% | Added |
| Lazard Freres Gestion S.A.S. | 19,865 | $1.26M | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 19,767 | $1.25M | 0.01% | +480+2.5% | Added |
| Trust Co of Toledo NA | 19,687 | $1.25M | 0.17% | +5,683+40.6% | Added |
| Tower Research Capital LLC (TRC) | 19,547 | $1.24M | 0.04% | −28,450−59.3% | Reduced |
| Integrated Wealth Concepts LLC | 19,468 | $1.23M | 0.01% | +364+1.9% | Added |
| Bollard Group LLC | 19,457 | $1.23M | 0.03% | +33+0.2% | Added |
| United Services Automobile Association | 19,481 | $1.23M | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19,413 | $1.23M | 0.05% | +7,178+58.7% | Added |
| CAPROCK Group, Inc. | 19,385 | $1.23M | 0.04% | −6,589−25.4% | Reduced |
| Signaturefd, LLC | 19,374 | $1.23M | 0.02% | +1,009+5.5% | Added |
| Dynamic Technology Lab Private Ltd | 19,309 | $1.22M | 0.18% | +19,309 | New |
| InTrack Investment Management Inc | 19,226 | $1.22M | 1.11% | −667−3.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.20M | 0.23% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 19,000 | $1.20M | 0.10% | +19,000 | New |
| Kestra Private Wealth Services, LLC | 18,912 | $1.20M | 0.02% | −68−0.4% | Reduced |
| Ahl Investment Management, Inc. | 18,666 | $1.18M | 0.82% | −95−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 18,654 | $1.18M | 0.02% | −1,031−5.2% | Reduced |
| Advisor OS, LLC | 18,639 | $1.18M | 0.13% | +4,826+34.9% | Added |
| 111 Capital | 18,621 | $1.18M | 0.23% | +18,621 | New |
| Beese Fulmer Investment Management, Inc. | 18,549 | $1.18M | 0.10% | −338−1.8% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 18,436 | $1.17M | 1.13% | −134−0.7% | Reduced |
| First Manhattan Co | 18,338 | $1.16M | 0.00% | −151−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,333 | $1.16M | 0.00% | +1,860+11.3% | Added |
| Sequoia Financial Advisors, LLC | 18,285 | $1.16M | 0.01% | +1,400+8.3% | Added |
| Principal Securities, Inc. | 16,920 | $1.15M | 0.03% | +10.0% | Added |
| V-Square Quantitative Management LLC | 18,168 | $1.15M | 0.17% | +533+3.0% | Added |
| SIR Capital Management, L.P. | 18,133 | $1.15M | 0.10% | +18,133 | New |
| Patten & Patten Inc | 18,124 | $1.15M | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,856 | $1.13M | 0.02% | +1,320+8.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 17,844 | $1.13M | 0.00% | −438−2.4% | Reduced |
| EP Wealth Advisors, LLC | 17,803 | $1.13M | 0.01% | +582+3.4% | Added |
| Cascade Investment Advisors, Inc. | 17,793 | $1.13M | 0.76% | +250+1.4% | Added |
| Citizens Financial Group Inc | 17,745 | $1.13M | 0.02% | +869+5.1% | Added |
| Wedbush Securities Inc | 17,656 | $1.12M | 0.04% | +1,498+9.3% | Added |
| Home Federal Bank of Tennessee | 17,422 | $1.10M | 0.33% | −30−0.2% | Reduced |
| Kraematon Investment Advisors, Inc | 17,350 | $1.10M | 1.12% | −568−3.2% | Reduced |