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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 17,232 | $1.09M | 0.14% | +145+0.8% | Added |
| Wendell David Associates Inc | 17,203 | $1.09M | 0.11% | 00.0% | Unchanged |
| Diversified Trust Co | 17,128 | $1.09M | 0.03% | +479+2.9% | Added |
| Ieq Capital, LLC | 17,058 | $1.08M | 0.01% | +1,563+10.1% | Added |
| Kingsview Wealth Management, LLC | 16,945 | $1.07M | 0.02% | +1,290+8.2% | Added |
| Crestwood Advisors Group LLC | 16,929 | $1.07M | 0.02% | +1,219+7.8% | Added |
| Salem Investment Counselors Inc | 16,885 | $1.07M | 0.04% | −3,605−17.6% | Reduced |
| Little House Capital LLC | 16,764 | $1.06M | 0.29% | +5,012+42.6% | Added |
| GAMMA Investing LLC | 16,698 | $1.06M | 0.08% | +1,878+12.7% | Added |
| Marble Harbor Investment Counsel, LLC | 16,430 | $1.04M | 0.12% | −500−3.0% | Reduced |
| Warren Averett Asset Management, LLC | 16,269 | $1.03M | 0.01% | +1,778+12.3% | Added |
| Eastern Bank | 16,238 | $1.03M | 0.02% | −2,429−13.0% | Reduced |
| NorthRock Partners, LLC | 16,168 | $1.03M | 0.03% | +398+2.5% | Added |
| Ballentine Partners, LLC | 16,067 | $1.02M | 0.02% | −95−0.6% | Reduced |
| Enterprise Bank & Trust Co | 16,013 | $1.02M | 0.39% | +16,013 | New |
| Lipe & Dalton | 15,785 | $1.00M | 0.56% | −3,049−16.2% | Reduced |
| Walleye Trading LLC | 15,595 | $988.7K | 0.03% | +15,595 | New |
| ICW Investment Advisors LLC | 15,510 | $983.3K | 0.40% | +119+0.8% | Added |
| Roberts Glore & Co Inc | 15,472 | $980.9K | 0.30% | −380−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,327 | $971.7K | 0.01% | +1,406+10.1% | Added |
| Ameritas Advisory Services, LLC | 15,184 | $970.3K | 0.04% | +11,382+299.4% | Added |
| Vestcor Inc | 15,281 | $969.0K | 0.03% | +32+0.2% | Added |
| GLOBALT Investments LLC | 15,280 | $968.8K | 0.04% | −1,227−7.4% | Reduced |
| 1858 Wealth Management, LLC | 15,242 | $966.3K | 0.82% | +311+2.1% | Added |
| Pitcairn Co | 15,224 | $965.2K | 0.06% | +629+4.3% | Added |
| Banque Transatlantique SA | 15,184 | $962.3K | 0.03% | −1,337−8.1% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $960.5K | 0.60% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 15,120 | $958.6K | 0.25% | +15,120 | New |
| Quotient Wealth Partners, LLC | 15,104 | $957.6K | 0.03% | +402+2.7% | Added |
| Horizon Investments, LLC | 15,067 | $952.2K | 0.03% | +126+0.8% | Added |
| Pettyjohn, Wood & White, Inc | 14,948 | $947.7K | 0.18% | −230−1.5% | Reduced |
| Westhampton Capital, LLC | 14,907 | $945.1K | 0.52% | −400−2.6% | Reduced |
| Groupama Asset Managment | 14,911 | $944.3K | 0.02% | +1,997+15.5% | Added |
| Scientech Research LLC | 14,756 | $935.5K | 0.25% | +14,756 | New |
| Caldwell Trust Co | 14,625 | $927.2K | 0.10% | −179−1.2% | Reduced |
| Jump Financial, LLC | 14,609 | $926.2K | 0.01% | +10,980+302.6% | Added |
| VCI Wealth Management LLC | 14,520 | $920.6K | 0.39% | −8,687−37.4% | Reduced |
| Lakewood Asset Management LLC | 14,431 | $914.9K | 0.62% | −8,447−36.9% | Reduced |
| Choate Investment Advisors | 14,430 | $914.9K | 0.02% | −4,231−22.7% | Reduced |
| Ar Asset Management Inc | 14,400 | $913.0K | 0.21% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 14,295 | $906.3K | 0.11% | +1,978+16.1% | Added |
| MJP Associates Inc | 14,192 | $899.8K | 0.16% | +3,328+30.6% | Added |
| Brendel Financial Advisors LLC | 14,078 | $893.0K | 0.54% | −2,563−15.4% | Reduced |
| Sigma Planning Corp | 13,999 | $887.6K | 0.03% | +1,076+8.3% | Added |
| Maven Securities LTD | 13,909 | $881.8K | 0.19% | +7,409+114.0% | Added |
| HBK Sorce Advisory LLC | 13,831 | $876.9K | 0.03% | +4,411+46.8% | Added |
| ELCO Management Co., LLC | 13,764 | $872.6K | 0.48% | −20−0.1% | Reduced |
| City Holding Co | 13,720 | $869.8K | 0.12% | −345−2.5% | Reduced |
| Prudential PLC | 13,699 | $868.5K | 0.00% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,643 | $865.0K | 0.68% | −150−1.1% | Reduced |
| Clarus Wealth Advisors | 14,176 | $861.5K | 0.46% | +1,963+16.1% | Added |
| Medallion Wealth Advisors, LLC | 13,547 | $860.4K | 0.39% | −500−3.6% | Reduced |
| Integrity Alliance, LLC. | 13,564 | $860.0K | 0.03% | +13,564 | New |
| Charter Trust Co | 13,522 | $857.3K | 0.06% | −195−1.4% | Reduced |
| Estabrook Capital Management | 13,492 | $855.4K | 0.14% | −430−3.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 13,421 | $851.1K | 0.02% | −698−4.9% | Reduced |
| N.E.W. Advisory Services LLC | 13,419 | $850.8K | 0.07% | +282+2.1% | Added |
| David Loasby | 14,401 | $850.4K | 0.08% | +5,360+59.3% | Added |
| Amussen Hunsaker Associates LLC | 13,407 | $850.0K | 0.12% | −94−0.7% | Reduced |
| Waterford Advisors, LLC | 13,381 | $848.4K | 0.35% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 13,280 | $842.0K | 0.59% | +398+3.1% | Added |
| Excalibur Management Corp | 13,266 | $841.1K | 0.33% | 00.0% | Unchanged |
| Umb Bank N A | 13,266 | $841.1K | 0.01% | −27−0.2% | Reduced |
| National Asset Management, Inc. | 13,236 | $839.2K | 0.03% | +1,674+14.5% | Added |
| Buffington Mohr McNeal | 13,200 | $836.9K | 0.17% | −1,209−8.4% | Reduced |
| Flputnam Investment Management Co | 13,187 | $836.1K | 0.02% | −1,544−10.5% | Reduced |
| Chicago Capital, LLC | 13,178 | $835.5K | 0.02% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 13,170 | $835.0K | 0.07% | +208+1.6% | Added |
| Everett Harris & Co | 13,152 | $833.8K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 13,040 | $826.7K | 0.07% | +13,040 | New |
| StoneX Group Inc. | 13,033 | $826.3K | 0.05% | −349−2.6% | Reduced |
| Harbor Advisors LLC | 13,000 | $824.2K | 0.14% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 12,924 | $819.4K | 0.11% | +124+1.0% | Added |
| BNP Paribas | 12,918 | $819.0K | 0.03% | +366+2.9% | Added |
| Intact Investment Management Inc. | 12,900 | $817.9K | 0.03% | −3,800−22.8% | Reduced |
| Texas Bank & Trust Co | 12,876 | $816.3K | 0.35% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 12,861 | $815.4K | 0.03% | −10.0% | Reduced |
| Benedict Financial Advisors Inc | 12,814 | $812.4K | 0.19% | −78−0.6% | Reduced |
| Cornerstone National Bank & Trust Co | 12,773 | $809.8K | 0.36% | +12,773 | New |
| Montag A & Associates Inc | 12,755 | $808.7K | 0.04% | −300−2.3% | Reduced |
| Schnieders Capital Management LLC | 12,690 | $804.5K | 0.17% | −11,998−48.6% | Reduced |
| Werlinich Asset Management, LLC | 12,623 | $800.3K | 0.51% | +25+0.2% | Added |
| Means Investment Co., Inc. | 12,617 | $799.9K | 0.08% | −292−2.3% | Reduced |
| Scotia Capital Inc. | 12,598 | $798.7K | 0.00% | −156−1.2% | Reduced |
| Sawgrass Asset Management LLC | 12,503 | $792.7K | 0.10% | −779−5.9% | Reduced |
| Alyeska Investment Group, L.P. | 12,454 | $789.6K | 0.00% | −968,207−98.7% | Reduced |
| Rossmore Private Capital | 12,442 | $788.8K | 0.10% | −1,184−8.7% | Reduced |
| Tower Bridge Advisors | 12,389 | $785.5K | 0.09% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 12,377 | $784.7K | 0.03% | −685−5.2% | Reduced |
| Ingalls & Snyder LLC | 12,343 | $783.0K | 0.03% | +28+0.2% | Added |
| Moneta Group Investment Advisors LLC | 12,303 | $780.0K | 0.01% | −3,035−19.8% | Reduced |
| Lindbrook Capital, LLC | 12,294 | $779.4K | 0.07% | +156+1.3% | Added |
| Coldstream Capital Management Inc | 12,241 | $776.1K | 0.02% | +737+6.4% | Added |
| Shell Asset Management Co | 12,180 | $772.0K | 0.04% | −47−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 12,159 | $770.9K | 0.02% | +254+2.1% | Added |
| Nebula Research & Development LLC | 12,086 | $766.3K | 0.07% | +8,326+221.4% | Added |
| United Bank | 12,035 | $763.0K | 0.32% | +12,035 | New |
| TCW Group Inc | 12,031 | $762.8K | 0.01% | +251+2.1% | Added |
| Panagora Asset Management Inc | 12,001 | $760.9K | 0.00% | −1,750−12.7% | Reduced |
| Meridian Management Co | 12,000 | $760.8K | 0.24% | −357−2.9% | Reduced |