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Disclosery

CARR CARRIER GLOBAL CORPORATION

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Stock (common), issuer CIK 1783180

1,534 managers (1,563 13F filers) reported a position in CARR shares at 2024-12-31, 735,176,228 shares in all. 80 filers opened a position and 149 filers sold out during the quarter.

Managers
1,534
13F filers
1,563
New
80
Added
522
Reduced
543
Sold out
149
Shares held by filers
735,176,228

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OPTIMUM INVESTMENT ADVISORS4,550$311K0.14%013F-HRTimeline
Bath Savings Trust Co4,550$311K0.03%013F-HRTimeline
Thomasville National Bank4,548$310K0.02%-27313F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,537$310K0.09%-1613F-HRTimeline
Tennessee Valley Asset Management Partn…4,520$309K0.05%+23413F-HRTimeline
Great Diamond Partners, LLC4,499$307K0.08%013F-HRTimeline
Williams & Novak Wealth Management, LLC4,499$307K0.3%new13F-HRTimeline
Financial Engines Advisors L.L.C.4,491$307K<0.01%new13F-HRTimeline
HCR Wealth Advisors4,478$306K0.04%-2,00013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC4,475$305K<0.01%-533,30913F-HRTimeline
Journey Advisory Group, LLC4,840$305K0.04%013F-HRTimeline
Wealthspire Advisors, LLC4,473$305K<0.01%+16113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC4,453$304K0.02%013F-HRTimeline
Douglas Lane & Associates, LLC4,453$304K<0.01%-93813F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC4,447$304K0.01%013F-HRTimeline
Berkshire Money Management, Inc.4,429$302K0.03%new13F-HRTimeline
Sentry LLC4,410$301K0.06%-25013F-HRTimeline
DORCHESTER WEALTH MANAGEMENT Co4,390$300K0.06%013F-HRTimeline
Legacy Bridge, LLC4,363$298K0.16%013F-HRTimeline
BIP Wealth, LLC4,345$297K0.02%-83013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,343$296K0.04%013F-HRTimeline
Cassaday & Co Wealth Management LLC4,341$296K0.01%+18813F-HRTimeline
TFC Financial Management, Inc.4,330$296K0.05%+42813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,206$295K0.02%-5513F-HRTimeline
GRANDFIELD & DODD, LLC4,328$295K0.02%-2813F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,326$295K0.16%13F-HRTimeline
Texas Yale Capital Corp.4,318$295K0.01%+67013F-HRTimeline
Aveo Capital Partners, LLC4,313$294K0.03%-36313F-HRTimeline
WORLD EQUITY GROUP, INC.4,288$293K0.06%+1913F-HRTimeline
Northwest Financial Advisors4,283$292K0.24%+1013F-HRTimeline
Capital Advantage, Inc.4,281$292K0.05%new13F-HRTimeline
Ausdal Financial Partners, Inc.4,280$292K0.03%+1,75013F-HRTimeline
Legacy Advisors, LLC4,276$292K0.03%+44813F-HRTimeline
First Affirmative Financial Network4,264$291K0.17%-2813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,243$289K0.02%+113F-HRTimeline
HANCOCK WHITNEY CORP4,227$289K0.01%-10013F-HRTimeline
Pavion Blue Capital, LLC4,219$288K0.14%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.4,214$288K0.2%13F-HRTimeline
Independence Bank of Kentucky4,206$287K0.04%013F-HRTimeline
TigerOak Management, L.L.C.4,194$286K0.1%13F-HRTimeline
Radnor Capital Management, LLC4,192$286K0.05%-45013F-HRTimeline
CWA Asset Management Group, LLC4,185$286K0.01%+81113F-HRTimeline
Moss Adams Wealth Advisors LLC4,170$286K0.03%+8113F-HRTimeline
US FINANCIAL ADVISORS, LLC4,183$286K0.09%013F-HRTimeline
Townsend & Associates, Inc4,004$283K0.03%013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC4,137$282K0.04%013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI4,116$281K0.01%+95113F-HRTimeline
Premier Path Wealth Partners, LLC4,114$281K0.04%+6813F-HRTimeline
Montis Financial, LLC4,095$280K0.09%+30013F-HRTimeline
Sovereign Financial Group, Inc.4,091$279K0.06%-913F-HRTimeline
CHICAGO TRUST Co NA4,089$279K0.05%013F-HRTimeline
GTS SECURITIES LLC4,076$278K0.01%-3,00213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.4,069$278K<0.01%+1,57013F-HRTimelineGroup
MSH Capital Advisors LLC4,050$276K0.09%-40013F-HRTimeline
D'Orazio & Associates, Inc.4,046$276K0.04%-1613F-HRTimeline
JTC Employer Solutions Trustee Ltd4,044$276K0.02%+2013F-HRTimeline
ADIRONDACK TRUST CO4,028$275K0.1%-45013F-HRTimeline
Plan A Wealth LLC4,017$274K0.25%13F-HRTimeline
Transform Wealth, LLC4,002$274K0.02%013F-HRTimeline
Round Rock Advisors LLC4,015$274K0.06%+213F-HRTimeline
Challenger Wealth Management4,000$273K0.24%13F-HRTimeline
World Investment Advisors3,991$272K0.01%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,377$272K0.02%013F-HRTimeline
Sage Mountain Advisors LLC3,973$271K0.02%-44613F-HRTimeline
Redhawk Wealth Advisors, Inc.3,962$270K0.04%-59213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,950$270K0.04%+65613F-HRTimeline
Wescott Financial Advisory Group, LLC3,943$269K0.03%+14413F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…3,938$269K0.03%013F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,926$268K0.07%+113F-HRTimeline
OXFORD ASSET MANAGEMENT LLP3,903$266K0.12%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Grove Bank & Trust3,890$266K0.04%+10413F-HRTimeline
Bridgewater Associates, LP3,889$265K<0.01%new13F-HRTimeline
DRW Securities, LLC3,882$265K0.02%-5,41313F-HRTimeline
FIRST FINANCIAL CORP /IN/3,868$264K0.12%+913F-HRTimeline
MAIRS & POWER INC3,867$264K<0.01%013F-HRTimeline
Madison Wealth Partners, Inc3,813$260K0.07%013F-HRTimeline
Northeast Financial Consultants Inc3,801$259K0.01%013F-HRTimeline
Versor Investments LP3,800$259K0.04%-40013F-HRTimeline
DAVIDSON TRUST CO3,799$259K0.13%-31413F-HRTimeline
TODD ASSET MANAGEMENT LLC3,785$258K0.01%013F-HRTimeline
CAMDEN NATIONAL BANK3,769$257K0.04%+1,16313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROADWATER CAPITAL MANAGEMENT LLC3,769$257K0.2%013F-HR/ATimeline
Aries Wealth Management3,760$257K0.07%013F-HRTimeline
Nebula Research & Development LLC3,760$257K0.03%new13F-HRTimeline
Leibman Financial Services, Inc.3,752$256K0.19%013F-HRTimeline
CPA Asset Management Group, LLC3,740$255K0.12%013F-HRTimeline
Prairie Wealth Advisors, Inc.3,726$255K0.12%013F-HRTimeline
Global Retirement Partners, LLC3,738$255K0.01%-22013F-HRTimeline
Wingate Wealth Advisors, Inc.3,736$255K0.25%13F-HRTimeline
Acropolis Investment Management, LLC3,726$254K0.02%+113F-HRTimeline
Parcion Private Wealth LLC3,700$253K0.02%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,698$252K0.05%+21013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS3,694$252K<0.01%+3013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,678$251K0.02%+413F-HRTimeline
NewEdge Wealth, LLC3,644$249K<0.01%new13F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co3,632$248K0.06%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,629$248K0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,617$247K0.01%013F-HRTimelineGroup
Sterling Capital Management LLC3,612$247K<0.01%-1,26613F-HRTimeline
Brooklyn Investment Group3,611$246K0.07%+50513F-HRTimeline
Formidable Asset Management, LLC3,609$246K0.04%013F-HRTimeline
EQUITABLE TRUST CO3,600$246K0.01%-1,23213F-HRTimeline
Harold Davidson & Associates Inc.3,599$246K0.12%13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC3,598$246K0.02%013F-HRTimeline
Quantum Financial Advisors, LLC3,572$244K0.04%-13313F-HRTimeline
Cooper Financial Group3,561$243K0.03%+27213F-HRTimeline
Blueshift Asset Management, LLC3,537$241K0.09%new13F-HRTimeline
Strategic Advisors LLC3,526$241K0.04%+32013F-HRTimeline
Charter Oak Capital Management, LLC3,523$241K0.02%+713F-HRTimeline
Main Street Financial Solutions, LLC3,523$240K0.02%+40613F-HRTimeline
Belpointe Asset Management LLC3,293$240K0.01%-2113F-HRTimeline
Parkside Financial Bank & Trust3,505$239K0.03%-19413F-HRTimeline
HC Advisors, LLC3,502$239K0.19%new13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC3,497$239K0.11%-56913F-HRTimeline
West Family Investments, Inc.3,500$239K0.08%-4413F-HRTimeline
Aberdeen Wealth Management LLC3,500$239K0.16%-60013F-HRTimeline
Advisory Alpha, LLC3,498$239K0.01%new13F-HRTimeline
Blue Trust, Inc.3,475$237K<0.01%-2,48313F-HR/ATimeline
TRUST POINT INC.3,467$237K0.02%-18913F-HRTimeline
EWA, LLC3,466$237K0.09%-2213F-HRTimeline
NWAM LLC3,458$236K0.01%+5113F-HRTimeline
Mayflower Financial Advisors, LLC3,458$236K0.04%+2013F-HRTimeline
Ignite Planners, LLC3,403$236K0.05%013F-HRTimeline
Abacus Wealth Partners, LLC3,452$236K0.04%+3213F-HRTimeline
Signature Wealth Management Partners, L…3,450$235K0.16%013F-HRTimeline
Breed's Hill Capital LLC3,438$235K0.12%+44113F-HRTimeline
BKM Wealth Management, LLC3,433$234K0.1%013F-HRTimeline
Joel Isaacson & Co., LLC3,429$234K0.01%013F-HRTimeline
Heritage Investment Group, Inc.3,427$234K0.04%013F-HRTimeline
KG Capital Management4,076$233K0.07%-11013F-HRTimeline
Corton Capital Inc.3,400$232K0.13%new13F-HRTimeline
Strengthening Families & Communities, L…3,396$232K0.13%013F-HRTimeline
Wynn Capital, LLC3,388$231K0.15%013F-HRTimeline
Ellevest, Inc.3,382$231K0.01%-2713F-HRTimeline
Avantax Planning Partners, Inc.3,381$231K0.01%+45413F-HRTimeline
Red Door Wealth Management, LLC3,377$231K0.04%-4113F-HRTimeline
One Charles Private Wealth Services, LLC3,366$230K0.08%+4013F-HRTimeline
Hennion & Walsh Asset Management, Inc.3,359$229K0.01%+513F-HRTimeline
Cornerstone Wealth Group, LLC3,357$229K0.02%-85813F-HRTimeline
New Century Financial Group, LLC3,304$229K0.1%new13F-HRTimeline
Pines Wealth Management, LLC3,418$227K0.1%13F-HRTimeline
Smithfield Trust Co3,325$227K0.01%013F-HRTimeline
Quadrant Private Wealth Management, LLC3,313$227K0.06%-3113F-HRTimeline
Phillips Wealth Planners LLC3,407$227K0.23%-1313F-HRTimeline
OPTIMA CAPITAL LLC3,290$225K0.16%13F-HRTimeline
Quent Capital, LLC3,299$225K0.02%+6613F-HRTimeline
MONECO ADVISORS, LLC3,297$225K0.02%-78513F-HR/ATimeline
Cascade Financial Partners, LLC3,297$225K0.03%+20013F-HRTimeline
L2 Asset Management, LLC3,267$223K0.05%-7713F-HRTimeline
Addison Advisors LLC3,265$223K0.06%013F-HRTimeline
FRG Family Wealth Advisors LLC3,249$222K0.04%013F-HRTimeline
SIMON QUICK ADVISORS, LLC3,235$221K0.01%+16713F-HRTimeline
Code Waechter LLC3,219$220K0.19%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC3,214$219K0.05%013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.3,209$219K0.03%+113F-HRTimeline
Savvy Advisors, Inc.3,205$219K0.03%new13F-HRTimeline
First Financial Bankshares Inc3,200$218K<0.01%013F-HRTimeline
Barnett & Company, Inc.3,200$218K0.14%-12113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,192$218K0.01%-3413F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC3,189$218K0.04%+513F-HRTimeline
SITTNER & NELSON, LLC3,187$218K0.09%013F-HRTimeline
Prostatis Group LLC3,179$217K0.06%+6713F-HRTimeline
Godshalk Welsh Capital Management, Inc.3,175$217K0.14%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,160$216K0.01%013F-HRTimelineGroup
PDS Planning, Inc3,159$216K0.02%+1713F-HRTimeline
Edgemoor Investment Advisors, Inc.3,158$216K0.02%013F-HRTimeline
BAXTER BROS INC3,135$214K0.03%+613F-HRTimeline
Capital Investment Counsel, Inc3,131$214K0.03%+4013F-HRTimeline
Purkiss Capital Advisors LLC3,112$212K0.18%13F-HRTimeline
NAVELLIER & ASSOCIATES INC3,110$212K0.03%013F-HRTimeline
Calydon Capital3,109$212K0.04%new13F-HRTimeline
Oslo Pensjonsforsikring AS3,106$212K0.03%+66413F-HRTimeline
Sandy Spring Bank3,100$212K0.01%+4913F-HRTimeline
Eagle Ridge Investment Management3,096$211K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Greenwich Wealth Management LLC3,097$211K0.01%-7213F-HRTimeline
Claret Asset Management Corp3,092$211K0.03%+2113F-HRTimeline
Hummer Financial Advisory Services Inc3,076$211K0.17%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC3,084$211K0.04%-12613F-HRTimeline
Atlantic Edge Private Wealth Management…3,083$210K0.07%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,078$210K0.05%-2,56213F-HRTimeline
BAKER BOYER NATIONAL BANK3,062$209K0.07%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…3,063$209K0.08%-23113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp3,040$208K0.03%013F-HRTimelineGroup
STANCE CAPITAL LLC3,047$208K0.13%13F-HRTimeline
DAVIS R M INC3,037$207K<0.01%+49513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC3,014$206K0.15%+413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,022$206K0.1%013F-HRTimeline
Norman Fields, Gottscho Capital Managem…3,020$206K0.07%-10513F-HRTimeline
SOL Capital Management CO3,015$206K0.02%013F-HRTimeline
PBMares Wealth Management LLC3,017$206K0.04%+313F-HRTimeline
PROMETHIUM ADVISORS,LLC3,000$205K0.14%013F-HRTimeline
MGO ONE SEVEN LLC3,008$205K0.01%+26713F-HRTimeline
SANDERS MORRIS HARRIS LLC3,000$205K0.03%013F-HRTimeline
STONE RUN CAPITAL, LLC3,000$205K0.08%013F-HRTimeline
Morton Capital Management LLC/CA2,993$204K0.04%+113F-HRTimeline
Confluence Wealth Services, Inc.2,921$204K0.01%-2313F-HRTimeline
Cannell & Spears LLC2,976$203K<0.01%+1213F-HRTimeline
Baker Avenue Asset Management, LP2,964$202K0.01%-32113F-HRTimeline
Empower Advisory Group, LLC2,962$202K<0.01%+17713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,961$202K0.01%-7713F-HRTimeline