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 |
|---|---|---|---|---|---|
| Country Club Bank | 8,479 | $537.0K | 0.04% | +32+0.4% | Added |
| Profund Advisors LLC | 8,425 | $534.1K | 0.02% | −1,005−10.7% | Reduced |
| River Wealth Advisors LLC | 8,419 | $533.8K | 0.07% | −462−5.2% | Reduced |
| Proffitt & Goodson Inc | 8,406 | $532.9K | 0.09% | +266+3.3% | Added |
| AlphaCore Capital LLC | 8,390 | $531.9K | 0.05% | +1,197+16.6% | Added |
| Fidelis Capital Partners, LLC | 8,856 | $531.9K | 0.06% | +137+1.6% | Added |
| Monterey Private Wealth, Inc. | 8,353 | $529.6K | 0.16% | −151−1.8% | Reduced |
| Cigna Investments Inc | 8,347 | $529.0K | 0.10% | −206−2.4% | Reduced |
| Advisors Capital Management, LLC | 8,312 | $527.0K | 0.01% | +342+4.3% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $525.3K | 0.14% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 8,255 | $523.4K | 0.03% | +40.0% | Added |
| Pointe Capital Management LLC | 8,223 | $521.3K | 0.31% | 00.0% | Unchanged |
| Old National Bancorp | 8,204 | $520.1K | 0.01% | +272+3.4% | Added |
| Penserra Capital Management LLC | 8,180 | $517.0K | 0.01% | −2,430−22.9% | Reduced |
| BSW Wealth Partners | 8,122 | $514.9K | 0.08% | +2,527+45.2% | Added |
| Bard Financial Services, Inc. | 8,120 | $514.8K | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 8,099 | $513.5K | 0.01% | +10.0% | Added |
| Naples Global Advisors, LLC | 8,065 | $511.3K | 0.05% | +1,680+26.3% | Added |
| Mission Wealth Management, LP | 8,060 | $511.0K | 0.01% | +186+2.4% | Added |
| Alamea Verwaltungs GmbH | 8,017 | $508.3K | 0.44% | +8,017 | New |
| CFO4Life Group, LLC | 8,005 | $507.5K | 0.09% | −106−1.3% | Reduced |
| Haverford Trust Co | 7,953 | $504.2K | 0.01% | +250+3.2% | Added |
| Courier Capital LLC | 7,932 | $502.9K | 0.03% | −265−3.2% | Reduced |
| Triangle Securities Wealth Management | 7,893 | $500.4K | 0.13% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,861 | $498.4K | 0.09% | +170+2.2% | Added |
| SRS Capital Advisors, Inc. | 7,850 | $497.7K | 0.03% | +344+4.6% | Added |
| TFG Advisers LLC | 7,845 | $497.4K | 0.18% | +94+1.2% | Added |
| Venturi Wealth Management, LLC | 7,832 | $496.6K | 0.03% | −986−11.2% | Reduced |
| Rodgers Brothers Inc. | 7,812 | $495.3K | 0.07% | +802+11.4% | Added |
| Syon Capital LLC | 7,703 | $488.3K | 0.04% | +614+8.7% | Added |
| Ameritas Investment Partners, Inc. | 7,694 | $487.8K | 0.02% | −436−5.4% | Reduced |
| Bailard, Inc. | 7,682 | $487.0K | 0.01% | +1,872+32.2% | Added |
| Strategic Planning, Inc. | 7,647 | $484.8K | 0.27% | +7,647 | New |
| Leonteq Securities AG | 7,636 | $484.1K | 0.04% | −1,061−12.2% | Reduced |
| Proficio Capital Partners LLC | 7,616 | $482.8K | 0.04% | +418+5.8% | Added |
| Atwood & Palmer Inc | 7,607 | $482.3K | 0.03% | −100−1.3% | Reduced |
| Capstone Investment Advisors, LLC | 7,606 | $482.2K | 0.00% | +7,606 | New |
| SummitTX Capital, L.P. | 7,600 | $481.8K | 0.02% | +7,600 | New |
| Compass Capital Corp | 7,550 | $479.3K | 0.25% | −2,576−25.4% | Reduced |
| Rockland Trust Co | 7,558 | $479.2K | 0.02% | −350−4.4% | Reduced |
| Piscataqua Savings Bank | 7,556 | $479.0K | 0.42% | +160+2.2% | Added |
| Two Sigma Securities, LLC | 7,509 | $476.1K | 0.07% | +7,509 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,094 | $474.3K | 0.00% | +708+9.6% | Added |
| Exencial Wealth Advisors, LLC | 7,405 | $469.4K | 0.02% | −607−7.6% | Reduced |
| Montecito Bank & Trust | 7,392 | $468.7K | 0.08% | −66−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 7,341 | $465.4K | 0.03% | +866+13.4% | Added |
| Great Valley Advisor Group, Inc. | 7,334 | $465.3K | 0.01% | −2,185−23.0% | Reduced |
| Keel Point, LLC | 7,333 | $464.9K | 0.04% | +313+4.5% | Added |
| FSM Wealth Advisors, LLC | 7,313 | $463.6K | 0.10% | +466+6.8% | Added |
| Atomi Financial Group, Inc. | 7,294 | $462.5K | 0.02% | +1,929+36.0% | Added |
| NTV Asset Management LLC | 7,286 | $461.9K | 0.06% | −63−0.9% | Reduced |
| Fruth Investment Management | 7,281 | $461.0K | 0.13% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,189 | $455.8K | 0.01% | −650−8.3% | Reduced |
| Auto-Owners Insurance Co | 1,959 | $454.9K | 0.01% | −10,828−84.7% | Reduced |
| LVW Advisors, LLC | 7,154 | $453.6K | 0.05% | −149−2.0% | Reduced |
| PFG Investments, LLC | 7,145 | $453.0K | 0.03% | −95−1.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,130 | $452.0K | 0.03% | −200−2.7% | Reduced |
| Frank, Rimerman Advisors LLC | 7,127 | $451.9K | 0.04% | +346+5.1% | Added |
| Spire Wealth Management | 7,086 | $449.2K | 0.01% | −98−1.4% | Reduced |
| Axxcess Wealth Management, LLC | 7,017 | $444.9K | 0.01% | −437−5.9% | Reduced |
| Berkshire Asset Management LLC | 6,280 | $442.7K | 0.02% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 6,948 | $440.5K | 0.19% | −213−3.0% | Reduced |
| Chemung Canal Trust Co | 6,946 | $440.4K | 0.10% | −50−0.7% | Reduced |
| Rathbone Brothers plc | 6,921 | $438.8K | 0.00% | +264+4.0% | Added |
| Hohimer Wealth Management, LLC | 6,904 | $437.7K | 0.09% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,898 | $437.3K | 0.06% | +273+4.1% | Added |
| Financial Counselors Inc | 6,871 | $435.6K | 0.01% | −1,769−20.5% | Reduced |
| Bell Investment Advisors, Inc | 6,831 | $433.1K | 0.08% | +30+0.4% | Added |
| Donaldson Capital Management, LLC | 6,826 | $432.8K | 0.02% | +86+1.3% | Added |
| First City Capital Management, Inc. | 6,812 | $431.9K | 0.26% | −2,725−28.6% | Reduced |
| Boston Family Office LLC | 6,800 | $431.0K | 0.03% | +6,800 | New |
| Farmers National Bank | 6,790 | $430.5K | 0.12% | −18−0.3% | Reduced |
| Edgestream Partners, L.P. | 6,783 | $430.0K | 0.01% | −21,883−76.3% | Reduced |
| Fortune Financial Advisors, LLC | 6,757 | $428.4K | 0.37% | +9+0.1% | Added |
| Invesco, LLC | 6,715 | $425.7K | 0.17% | −1,186−15.0% | Reduced |
| Harbour Investments, Inc. | 6,710 | $425.4K | 0.01% | −413−5.8% | Reduced |
| St Germain D J Co Inc | 6,708 | $425.3K | 0.02% | +227+3.5% | Added |
| Manning & Napier Advisors LLC | 6,691 | $424.2K | 0.01% | −309−4.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,055 | $423.8K | 0.01% | +168+2.9% | Added |
| Enterprise Financial Services Corp | 6,672 | $423.0K | 0.25% | −99−1.5% | Reduced |
| Athena Investment Management | 6,664 | $422.5K | 0.26% | −50−0.7% | Reduced |
| Argent Capital Management LLC | 6,660 | $422.2K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 6,650 | $421.6K | 0.08% | −822−11.0% | Reduced |
| Wellington Shields Capital Management, LLC | 6,650 | $421.6K | 0.08% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,619 | $419.7K | 0.01% | +631+10.5% | Added |
| Wealthcare Advisory Partners LLC | 6,615 | $419.4K | 0.01% | −1,087−14.1% | Reduced |
| Washington Trust Co | 6,601 | $418.5K | 0.02% | −1,305−16.5% | Reduced |
| Americana Partners, LLC | 6,600 | $418.4K | 0.02% | −90−1.3% | Reduced |
| General Partner, Inc. | 6,583 | $417.4K | 0.27% | 00.0% | Unchanged |
| South State Corp. | 6,572 | $416.7K | 0.02% | −124−1.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,530 | $414.0K | 0.01% | +6,530 | New |
| Stonebridge Capital Advisors LLC | 6,505 | $412.4K | 0.03% | −105−1.6% | Reduced |
| TCTC Holdings, LLC | 6,500 | $412.1K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 6,458 | $409.4K | 0.10% | −111−1.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 6,448 | $408.8K | 0.30% | +10.0% | Added |
| Foster & Motley Inc | 6,396 | $406.0K | 0.03% | −2,648−29.3% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,349 | $402.5K | 0.34% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 6,346 | $402.3K | 0.08% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,336 | $401.7K | 0.03% | +22+0.3% | Added |
| Azimuth Capital Investment Management LLC | 6,306 | $399.8K | 0.02% | −728−10.3% | Reduced |