Carrier Global Corp

CARR

Exchange: NYSE
Industry: Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip
SEC CIK: 0001783180

SEC filings (opens in a new tab)

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, Q2 2025

Institutional positions in Carrier Global Corp as of Jun 30, 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: 1,587; +83 vs. Q1 2025
Shares held: 722.4M; +3.67M (+0.5%) vs. Q1 2025
Total value: $52.7B; +$7.19B (+15.8%) vs. Q1 2025
New holders: 173; 536 more added
Sold out: 90; 579 more reduced

21 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,587 institutions

Value heldQ2 2025: $52.7B

Institutions holding CARR and their total value by quarter
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, Q2 2025

Shares, value and share of portfolio for each institution holding Carrier Global Corp; share changes are against Q1 2025.

Institutions holding CARR in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
GFG Capital, LLC	3	$220	0.00%	+3	New
DecisionPoint Financial, LLC	4	$298	0.00%	−216−98.2%	Reduced
Albion Financial Group	7	$513	0.00%	00.0%	Unchanged
North Ridge Wealth Advisors, Inc.	10	$732	0.00%	00.0%	Unchanged
Catherine Avery Investment Management LLC	13	$951	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	14	$1.02K	0.00%	+14	New
Garde Capital, Inc.	15	$1.10K	0.00%	00.0%	Unchanged
Fairman Group, LLC	17	$1.24K	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	18	$1.32K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	19	$1.39K	0.00%	+8+72.7%	Added
HFM Investment Advisors, LLC	19	$1.39K	0.00%	+13+216.7%	Added
HighMark Wealth Management LLC	20	$1.46K	0.00%	00.0%	Unchanged
LGT Financial Advisors LLC	20	$1.46K	0.00%	+20	New
Game Plan Financial Advisors, LLC	24	$1.76K	0.00%	00.0%	Unchanged
Minot DeBlois Advisors LLC	25	$1.83K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	29	$2.12K	0.00%	+20+222.2%	Added
Trifecta Capital Advisors, LLC	31	$2.27K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	32	$2.34K	0.00%	+14+77.8%	Added
Principia Wealth Advisory, LLC	32	$2.34K	0.00%	+21+190.9%	Added
Park Place Capital Corp	34	$2.53K	0.00%	00.0%	Unchanged
WealthTrak Capital Management LLC	35	$2.56K	0.00%	−30−46.2%	Reduced
CBIZ Investment Advisory Services, LLC	37	$2.71K	0.00%	+14+60.9%	Added
McIlrath & Eck, LLC	37	$2.71K	0.00%	+37	New
Johnson Financial Group, Inc.	37	$2.71K	0.00%	+5+15.6%	Added
Total Investment Management Inc	40	$2.93K	0.00%	+40	New
Navigoe, LLC	50	$3.00K	0.00%	00.0%	Unchanged
Asset Planning,Inc	41	$3.00K	0.00%	−253−86.1%	Reduced
Aspect Partners, LLC	41	$3.00K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	42	$3.07K	0.00%	00.0%	Unchanged
Tidemark, LLC	42	$3.07K	0.00%	+42	New
Battery Global Advisors, LLC	44	$3.22K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	46	$3.37K	0.00%	+20+76.9%	Added
Valued Wealth Advisors LLC	47	$3.44K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	47	$3.44K	0.00%	+47	New
Pacific Center for Financial Services	50	$3.66K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	51	$3.73K	0.00%	+23+82.1%	Added
PFS Partners, LLC	53	$3.87K	0.00%	00.0%	Unchanged
Redwood Park Advisors LLC	53	$3.88K	0.00%	00.0%	Unchanged
Pinney & Scofield, Inc.	54	$3.98K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	62	$4.10K	0.00%	−23−27.1%	Reduced
Financial Freedom, LLC	56	$4.13K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	60	$4.39K	0.00%	−8−11.8%	Reduced
Kilter Group LLC	62	$4.54K	0.00%	+62	New
True Wealth Design, LLC	66	$4.81K	0.00%	+14+26.9%	Added
Atticus Wealth Management, LLC	66	$4.83K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	75	$5.49K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	76	$5.56K	0.00%	00.0%	Unchanged
SWAN Capital LLC	77	$5.64K	0.00%	+77	New
First Pacific Financial	79	$5.78K	0.00%	+64+426.7%	Added
Quarry LP	81	$5.93K	0.00%	−2,408−96.7%	Reduced
Inlight Wealth Management, LLC	81	$5.93K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	83	$6.12K	0.00%	−116−58.3%	Reduced
Mount Yale Investment Advisors, LLC	84	$6.15K	0.00%	+84	New
Quest 10 Wealth Builders, Inc.	87	$6.37K	0.01%	+87	New
Salomon & Ludwin, LLC	86	$6.47K	0.00%	00.0%	Unchanged
MorganRosel Wealth Management, LLC	90	$6.59K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	90	$6.59K	0.00%	00.0%	Unchanged
Darwin Advisors, LLC	90	$6.63K	0.00%	00.0%	Unchanged
Berbice Capital Management LLC	100	$7.32K	0.01%	+100	New
Financial Gravity Companies, Inc.	101	$7.39K	0.00%	+101	New
Dogwood Wealth Management LLC	100	$7.51K	0.00%	+14+16.3%	Added
Holos Integrated Wealth LLC	120	$7.92K	0.00%	00.0%	Unchanged
Harel Insurance Investments & Financial Services Ltd.	110	$8.00K	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	110	$8.05K	0.01%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	112	$8.19K	0.00%	+1+0.9%	Added
Meeder Asset Management Inc	114	$8.34K	0.00%	−224−66.3%	Reduced
Halbert Hargrove Global Advisors, LLC	116	$8.49K	0.00%	−4−3.3%	Reduced
Syntax Research, Inc.	118	$8.64K	0.01%	00.0%	Unchanged
Riverview Trust Co	120	$8.78K	0.01%	−1,057−89.8%	Reduced
Scarborough Advisors, LLC	122	$8.93K	0.00%	+122	New
Graney & King, LLC	124	$9.10K	0.01%	00.0%	Unchanged
IMG Wealth Management, Inc.	127	$9.29K	0.01%	+127	New
Redmont Wealth Advisors LLC	128	$9.37K	0.01%	+90+236.8%	Added
Sachetta, LLC	128	$9.37K	0.00%	−26−16.9%	Reduced
Main Street Group, LTD	133	$9.73K	0.00%	−8−5.7%	Reduced
ZRC Wealth Management, LLC	135	$9.87K	0.00%	+1+0.7%	Added
Avion Wealth	148	$10.0K	0.00%	+62+72.1%	Added
Fourth Dimension Wealth, LLC	142	$10.4K	0.00%	+142	New
Breakwater Investment Management	145	$10.6K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	149	$10.9K	0.00%	+51+52.0%	Added
Chung Wu Investment Group, LLC	150	$11.0K	0.01%	+150	New
Wolff Wiese Magana LLC	152	$11.1K	0.01%	00.0%	Unchanged
Sierra Ocean, LLC	153	$11.2K	0.01%	+75+96.2%	Added
Kestra Investment Management, LLC	179	$11.3K	0.00%	00.0%	Unchanged
Aventura Private Wealth, LLC	157	$11.5K	0.00%	+142+946.7%	Added
BOK Financial Private Wealth, Inc.	160	$11.7K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	161	$11.8K	0.00%	−2−1.2%	Reduced
Highline Wealth Partners LLC	165	$12.1K	0.00%	−9−5.2%	Reduced
WFA of San Diego, LLC	167	$12.2K	0.01%	+167	New
Groupe la Francaise	173	$12.7K	0.00%	00.0%	Unchanged
Howard Hughes Medical Institute	174	$12.7K	0.01%	+174	New
MJT & Associates Financial Advisory Group, Inc.	175	$12.8K	0.02%	00.0%	Unchanged
MCF Advisors LLC	180	$13.2K	0.00%	00.0%	Unchanged
Family CFO Inc	186	$13.6K	0.01%	+186	New
NVWM, LLC	190	$13.9K	0.00%	−14−6.9%	Reduced
Decker Retirement Planning Inc.	190	$13.9K	0.01%	+190	New
Vision Financial Markets LLC	191	$13.9K	0.01%	−9−4.5%	Reduced
Raffa Wealth Management, LLC	194	$14.2K	0.00%	−77−28.4%	Reduced
Global Wealth Strategies & Associates	200	$14.6K	0.00%	00.0%	Unchanged
VSM Wealth Advisory, LLC	201	$14.7K	0.00%	00.0%	Unchanged