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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 19,212 | $1.41M | 0.25% | +4,264+28.5% | Added |
| GAMMA Investing LLC | 19,363 | $1.42M | 0.09% | +2,665+16.0% | Added |
| Triasima Portfolio Management inc. | 19,420 | $1.42M | 0.26% | +19,420 | New |
| Sequoia Financial Advisors, LLC | 19,467 | $1.42M | 0.01% | +1,182+6.5% | Added |
| InTrack Investment Management Inc | 19,477 | $1.43M | 0.96% | +251+1.3% | Added |
| Farmers & Merchants Investments Inc | 19,667 | $1.44M | 0.04% | −567−2.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,834 | $1.45M | 0.11% | +1,285+6.9% | Added |
| Lazard Freres Gestion S.A.S. | 19,865 | $1.45M | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 19,987 | $1.46M | 0.03% | +530+2.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 20,000 | $1.46M | 0.14% | +20,000 | New |
| BKD Wealth Advisors, LLC | 20,015 | $1.46M | 0.03% | −142−0.7% | Reduced |
| Headinvest, LLC | 20,022 | $1.47M | 0.31% | −8,788−30.5% | Reduced |
| Citizens & Northern Corp | 20,056 | $1.47M | 0.39% | +20,056 | New |
| Birch Hill Investment Advisors LLC | 20,091 | $1.47M | 0.07% | −800−3.8% | Reduced |
| Empowered Funds, LLC | 20,237 | $1.48M | 0.02% | −37,667−65.1% | Reduced |
| Soundwatch Capital LLC | 1,467,429 | $1.48M | 0.31% | +1,467,429 | New |
| Personal Cfo Solutions, LLC | 20,513 | $1.50M | 0.28% | +63+0.3% | Added |
| Garrison Point Advisors, LLC | 20,555 | $1.50M | 0.69% | −1,085−5.0% | Reduced |
| Neville Rodie & Shaw Inc | 20,723 | $1.52M | 0.11% | 00.0% | Unchanged |
| Advisor OS, LLC | 20,827 | $1.52M | 0.15% | +2,188+11.7% | Added |
| Penobscot Investment Management Company, Inc. | 20,833 | $1.52M | 0.13% | +155+0.7% | Added |
| Burney Co | 20,906 | $1.53M | 0.05% | −1,326−6.0% | Reduced |
| Wetherby Asset Management Inc | 20,988 | $1.54M | 0.07% | +20,988 | New |
| Resources Investment Advisors, LLC. | 21,080 | $1.54M | 0.02% | +187+0.9% | Added |
| Massachusetts Wealth Management | 21,160 | $1.55M | 0.87% | +560+2.7% | Added |
| Vise Technologies, Inc. | 21,181 | $1.55M | 0.06% | +21,181 | New |
| Greenleaf Trust | 21,217 | $1.55M | 0.01% | −3,792−15.2% | Reduced |
| Curbstone Financial Management Corp | 21,248 | $1.56M | 0.32% | −2,650−11.1% | Reduced |
| Hunter Associates Investment Management LLC | 21,248 | $1.56M | 0.23% | −800−3.6% | Reduced |
| Woodstock Corp | 21,411 | $1.57M | 0.14% | −1,142−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,440 | $1.57M | 0.00% | +3,107+16.9% | Added |
| Wahed Invest LLC | 21,896 | $1.60M | 0.24% | −77−0.4% | Reduced |
| Rydar Equities, Inc. | 21,995 | $1.61M | 1.27% | +21,995 | New |
| Burling Wealth Partners, LLC | 22,058 | $1.61M | 0.30% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 22,147 | $1.62M | 0.02% | +444+2.0% | Added |
| Everence Capital Management Inc | 22,180 | $1.62M | 0.10% | −2,670−10.7% | Reduced |
| Wedmont Private Capital | 21,430 | $1.63M | 0.07% | +53+0.2% | Added |
| Griffin Asset Management, Inc. | 22,262 | $1.63M | 0.19% | −90−0.4% | Reduced |
| Parallel Advisors, LLC | 22,357 | $1.64M | 0.03% | −1,182−5.0% | Reduced |
| Central Trust Co | 22,370 | $1.64M | 0.04% | +187+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,817 | $1.67M | 0.12% | −1,582−6.5% | Reduced |
| TD Private Client Wealth LLC | 22,938 | $1.68M | 0.04% | +1,226+5.6% | Added |
| Integrated Wealth Concepts LLC | 23,015 | $1.68M | 0.02% | +3,547+18.2% | Added |
| Bridges Investment Management Inc | 23,072 | $1.69M | 0.02% | +17+0.1% | Added |
| Meeder Advisory Services, Inc. | 23,265 | $1.70M | 0.09% | +374+1.6% | Added |
| Trust Co of Toledo NA | 23,307 | $1.71M | 0.19% | +3,620+18.4% | Added |
| Financial Advocates Investment Management | 23,551 | $1.72M | 0.14% | −272−1.1% | Reduced |
| Quadrant Capital Group LLC | 23,571 | $1.73M | 0.06% | +4,158+21.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 23,790 | $1.74M | 0.05% | −122−0.5% | Reduced |
| Apollon Wealth Management, LLC | 23,832 | $1.74M | 0.03% | −4,925−17.1% | Reduced |
| Shell Asset Management Co | 24,160 | $1.77M | 0.06% | +11,980+98.4% | Added |
| Crews Bank & Trust | 24,314 | $1.78M | 0.28% | −477−1.9% | Reduced |
| Trueblood Wealth Management, LLC | 24,525 | $1.79M | 0.75% | +1,050+4.5% | Added |
| Advisors Asset Management, Inc. | 24,806 | $1.82M | 0.03% | +483+2.0% | Added |
| Principle Wealth Partners LLC | 25,199 | $1.84M | 0.12% | −190−0.7% | Reduced |
| Panagora Asset Management Inc | 25,319 | $1.85M | 0.01% | +13,318+111.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,435 | $1.86M | 0.03% | −250−1.0% | Reduced |
| Aigen Investment Management, LP | 25,487 | $1.87M | 0.26% | +15,622+158.4% | Added |
| Moors & Cabot, Inc. | 25,676 | $1.88M | 0.09% | −565−2.2% | Reduced |
| Systematic Alpha Investments, LLC | 25,789 | $1.89M | 0.07% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.90M | 0.22% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 26,120 | $1.91M | 0.07% | −181−0.7% | Reduced |
| Nia Impact Advisors, LLC | 26,226 | $1.92M | 0.66% | −1,125−4.1% | Reduced |
| Advisory Services Network, LLC | 28,003 | $1.92M | 0.03% | +10,147+56.8% | Added |
| Holderness Investments Co | 26,303 | $1.93M | 0.41% | −1,615−5.8% | Reduced |
| South Dakota Investment Council | 26,313 | $1.93M | 0.04% | −4,281−14.0% | Reduced |
| SIR Capital Management, L.P. | 26,443 | $1.94M | 0.17% | +8,310+45.8% | Added |
| Miracle Mile Advisors, LLC | 26,489 | $1.94M | 0.03% | −2,643−9.1% | Reduced |
| IMA Wealth, Inc. | 26,611 | $1.95M | 0.21% | +735+2.8% | Added |
| Aureus Asset Management, LLC | 26,629 | $1.95M | 0.12% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 26,631 | $1.95M | 0.20% | +26,631 | New |
| Tokio Marine Asset Management Co Ltd | 26,636 | $1.95M | 0.07% | +786+3.0% | Added |
| Kinneret Advisory, LLC | 26,651 | $1.95M | 0.18% | −40−0.1% | Reduced |
| Nomura Holdings Inc | 26,768 | $1.96M | 0.02% | +1,288+5.1% | Added |
| Kestra Private Wealth Services, LLC | 27,156 | $1.99M | 0.03% | +8,244+43.6% | Added |
| Van Hulzen Asset Management, LLC | 27,174 | $1.99M | 0.17% | −101−0.4% | Reduced |
| Barden Capital Management, Inc. | 27,459 | $2.01M | 1.76% | −948−3.3% | Reduced |
| Goelzer Investment Management, Inc. | 27,611 | $2.02M | 0.11% | 00.0% | Unchanged |
| Glenview Trust Co | 27,663 | $2.02M | 0.04% | −882−3.1% | Reduced |
| Carmel Capital Partners, LLC | 27,775 | $2.03M | 0.71% | +4,401+18.8% | Added |
| Johnson Investment Counsel Inc | 27,830 | $2.04M | 0.02% | −1,277−4.4% | Reduced |
| HighPoint Advisor Group LLC | 27,922 | $2.04M | 0.11% | +938+3.5% | Added |
| Fox Run Management, L.L.C. | 28,060 | $2.05M | 0.34% | +4,847+20.9% | Added |
| Dakota Wealth Management | 28,082 | $2.06M | 0.04% | +1,312+4.9% | Added |
| Liberty Capital Management, Inc. | 28,250 | $2.07M | 0.42% | +2,372+9.2% | Added |
| Principal Securities, Inc. | 28,341 | $2.07M | 0.04% | +11,421+67.5% | Added |
| Omers Administration Corp | 28,799 | $2.11M | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 28,818 | $2.11M | 0.03% | +983+3.5% | Added |
| Cornerstone Advisors, LLC | 28,900 | $2.12M | 0.07% | −200−0.7% | Reduced |
| Empirical Finance, LLC | 29,227 | $2.14M | 0.11% | +168+0.6% | Added |
| Tiaa Trust, National Association | 29,541 | $2.16M | 0.01% | −3,992−11.9% | Reduced |
| Souders Financial Advisors | 29,577 | $2.16M | 0.28% | −5,200−15.0% | Reduced |
| Bryn Mawr Trust Co | 29,655 | $2.17M | 0.04% | +71+0.2% | Added |
| Ieq Capital, LLC | 29,796 | $2.18M | 0.01% | +12,738+74.7% | Added |
| Azzad Asset Management Inc | 29,906 | $2.19M | 0.23% | +663+2.3% | Added |
| Edgestream Partners, L.P. | 30,131 | $2.21M | 0.06% | +23,348+344.2% | Added |
| Meiji Yasuda Life Insurance Co | 30,347 | $2.22M | 0.07% | +5,634+22.8% | Added |
| E. Ohman J:or Asset Management AB | 30,725 | $2.25M | 0.06% | −3,175−9.4% | Reduced |
| Perigon Wealth Management, LLC | 30,809 | $2.25M | 0.05% | +445+1.5% | Added |
| Clearstead Advisors, LLC | 30,824 | $2.26M | 0.03% | +1,100+3.7% | Added |