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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 11,967 | $758.7K | 0.05% | −103−0.9% | Reduced |
| DRW Securities, LLC | 11,940 | $757.0K | 0.06% | +8,058+207.6% | Added |
| Rehmann Capital Advisory Group | 11,933 | $756.6K | 0.05% | +444+3.9% | Added |
| Freestone Capital Holdings, LLC | 11,882 | $753.3K | 0.03% | −143−1.2% | Reduced |
| LM Advisors LLC | 11,874 | $753.0K | 0.14% | +11,874 | New |
| Avestar Capital, LLC | 11,845 | $751.0K | 0.07% | +50.0% | Added |
| Tandem Financial, LLC | 11,804 | $748.4K | 0.82% | −639−5.1% | Reduced |
| Hilltop Holdings Inc. | 11,786 | $747.2K | 0.05% | +806+7.3% | Added |
| Grimes & Company, Inc. | 11,713 | $742.6K | 0.02% | +641+5.8% | Added |
| Mather Group, LLC. | 11,647 | $738.4K | 0.01% | +565+5.1% | Added |
| Kingswood Wealth Advisors, LLC | 11,636 | $738.0K | 0.07% | +1,085+10.3% | Added |
| Ascent Group, LLC | 11,615 | $736.4K | 0.03% | +11,615 | New |
| Columbia Asset Management | 11,576 | $733.9K | 0.15% | −325−2.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,565 | $733.2K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,483 | $728.0K | 0.02% | +564+5.2% | Added |
| Core Wealth Partners LLC | 11,418 | $723.9K | 0.42% | +8+0.1% | Added |
| Dover Advisors, LLC | 11,312 | $717.2K | 0.31% | +550+5.1% | Added |
| Allred Capital Management, LLC | 11,249 | $713.2K | 0.28% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 11,240 | $712.6K | 0.09% | +385+3.5% | Added |
| Ledyard National Bank | 11,230 | $712.0K | 0.07% | +20+0.2% | Added |
| Private Trust Co NA | 11,204 | $710.3K | 0.07% | +207+1.9% | Added |
| Sound View Wealth Advisors Group, LLC | 11,164 | $707.8K | 0.06% | −419−3.6% | Reduced |
| Jacobi Capital Management LLC | 11,132 | $705.8K | 0.05% | +400+3.7% | Added |
| Signature Estate & Investment Advisors LLC | 11,131 | $705.7K | 0.02% | −594−5.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 11,114 | $704.6K | 0.02% | −35−0.3% | Reduced |
| Beck Capital Management, LLC | 11,108 | $704.2K | 0.21% | +539+5.1% | Added |
| Ausdal Financial Partners, Inc. | 10,966 | $695.2K | 0.05% | +6,686+156.2% | Added |
| Graypoint LLC | 10,860 | $688.5K | 0.04% | +438+4.2% | Added |
| Nautilus Advisors LLC | 10,815 | $685.7K | 0.57% | −147−1.3% | Reduced |
| Busey Wealth Management | 10,799 | $684.7K | 0.02% | −1,733−13.8% | Reduced |
| Davy Global Fund Management Ltd | 10,792 | $684.2K | 0.08% | −1,660−13.3% | Reduced |
| Burns J W & Co Inc | 10,757 | $682.0K | 0.09% | −185−1.7% | Reduced |
| Milestone Asset Management Group, LLC | 10,744 | $681.2K | 0.62% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 10,707 | $678.8K | 0.02% | +1,373+14.7% | Added |
| Bank of Hawaii | 10,656 | $675.6K | 0.04% | −4,254−28.5% | Reduced |
| First Citizens Bank & Trust Co | 10,615 | $673.0K | 0.02% | −26−0.2% | Reduced |
| Simmons Bank | 10,572 | $670.3K | 0.05% | −333−3.1% | Reduced |
| Compass Wealth Management LLC | 10,546 | $668.6K | 0.17% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,496 | $665.4K | 0.01% | +573+5.8% | Added |
| IHT Wealth Management, LLC | 10,365 | $657.2K | 0.02% | −36−0.3% | Reduced |
| Private Wealth Asset Management, LLC | 10,322 | $654.4K | 0.09% | +10,322 | New |
| RFG Advisory, LLC | 10,255 | $650.2K | 0.02% | +3,085+43.0% | Added |
| Silver Oak Securities, Inc | 10,263 | $650.0K | 0.06% | +34+0.3% | Added |
| Resources Management Corp | 10,206 | $647.0K | 0.09% | −235−2.3% | Reduced |
| Boston Trust Walden Corp | 10,187 | $645.9K | 0.00% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,176 | $645.0K | 0.31% | 00.0% | Unchanged |
| Forte Capital LLC | 10,131 | $642.3K | 0.08% | +227+2.3% | Added |
| Resonant Capital Advisors, LLC | 10,063 | $638.0K | 0.04% | +314+3.2% | Added |
| First Western Trust Bank | 10,018 | $635.1K | 0.03% | +46+0.5% | Added |
| Gifford Fong Associates | 10,000 | $634.0K | 0.16% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 9,982 | $632.9K | 0.23% | −6−0.1% | Reduced |
| CX Institutional | 9,875 | $626.0K | 0.02% | −3,737−27.5% | Reduced |
| Aigen Investment Management, LP | 9,865 | $625.4K | 0.10% | −22,048−69.1% | Reduced |
| Rialto Wealth Management, LLC | 9,827 | $623.0K | 0.20% | +257+2.7% | Added |
| Laurel Wealth Advisors LLC | 9,765 | $619.1K | 0.10% | −50−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,709 | $615.6K | 0.04% | +80+0.8% | Added |
| Moody National Bank Trust Division | 9,696 | $614.7K | 0.06% | −571−5.6% | Reduced |
| Farther Finance Advisors, LLC | 9,664 | $614.1K | 0.02% | +2,570+36.2% | Added |
| KCM Investment Advisors LLC | 9,684 | $614.0K | 0.02% | −11,423−54.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,628 | $610.4K | 0.00% | +9,628 | New |
| Prospera Financial Services Inc | 9,594 | $608.6K | 0.01% | −21−0.2% | Reduced |
| Focus Financial Network, Inc. | 9,595 | $608.3K | 0.02% | −29−0.3% | Reduced |
| Riverwater Partners LLC | 9,583 | $607.6K | 0.31% | +1,347+16.4% | Added |
| Fiduciary Group LLC | 9,573 | $606.9K | 0.06% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 9,561 | $605.5K | 0.01% | +4,497+88.8% | Added |
| Carret Asset Management, LLC | 9,506 | $602.6K | 0.07% | +10.0% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $601.5K | 0.05% | 00.0% | Unchanged |
| Trust Co of Virginia | 9,478 | $600.9K | 0.06% | −151−1.6% | Reduced |
| Prudent Man Advisors, LLC | 9,475 | $600.7K | 0.22% | +204+2.2% | Added |
| International Assets Investment Management, LLC | 9,438 | $598.4K | 0.05% | +181+2.0% | Added |
| Webster Bank, N. A. | 9,404 | $596.2K | 0.07% | −210−2.2% | Reduced |
| Spirepoint Private Client, LLC | 9,398 | $595.8K | 0.08% | +1,146+13.9% | Added |
| Beck Mack & Oliver LLC | 9,379 | $594.6K | 0.01% | +255+2.8% | Added |
| Verdence Capital Advisors LLC | 9,356 | $593.2K | 0.05% | +31+0.3% | Added |
| Guggenheim Capital LLC | 9,342 | $592.3K | 0.01% | −7,068−43.1% | Reduced |
| Brighton Jones LLC | 9,303 | $589.8K | 0.02% | +1,345+16.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,262 | $587.2K | 0.07% | −295−3.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,220 | $584.5K | 0.03% | +213+2.4% | Added |
| Arkadios Wealth Advisors | 9,178 | $581.8K | 0.02% | −1,045−10.2% | Reduced |
| Checchi Capital Advisers, LLC | 9,150 | $580.1K | 0.04% | +452+5.2% | Added |
| Boyd Watterson Asset Management LLC | 9,110 | $577.5K | 0.18% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 9,024 | $572.1K | 0.01% | −485−5.1% | Reduced |
| GeoWealth Management, LLC | 9,003 | $570.8K | 0.02% | −2,071−18.7% | Reduced |
| Fishman Jay A Ltd | 9,000 | $570.6K | 0.06% | −1,350−13.0% | Reduced |
| Cullinan Associates Inc | 9,000 | $570.6K | 0.04% | −500−5.3% | Reduced |
| Handelsbanken Fonder AB | 8,951 | $567.0K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 8,935 | $566.5K | 0.01% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 8,899 | $564.2K | 0.19% | +12+0.1% | Added |
| 1st Source Bank | 8,883 | $563.2K | 0.03% | +40.0% | Added |
| Sky Investment Group LLC | 8,829 | $559.8K | 0.10% | 00.0% | Unchanged |
| Brookstone Capital Management | 8,806 | $558.3K | 0.01% | +2,993+51.5% | Added |
| Aull & Monroe Investment Management Corp | 8,783 | $556.8K | 0.28% | −110−1.2% | Reduced |
| AE Wealth Management LLC | 8,759 | $555.3K | 0.00% | +1,469+20.2% | Added |
| Gateway Wealth Partners, LLC | 8,724 | $553.1K | 0.12% | −1,603−15.5% | Reduced |
| Keeley-Teton Advisors, LLC | 8,625 | $546.8K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,605 | $545.6K | 0.01% | +1,217+16.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $545.2K | 0.17% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 8,578 | $543.8K | 0.11% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 8,493 | $540.2K | 0.01% | +2,215+35.3% | Added |
| Agf Management Ltd | 8,500 | $538.9K | 0.00% | +89+1.1% | Added |