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 |
|---|---|---|---|---|---|
| Aurora Investment Counsel | 31,154 | $2.28M | 1.20% | +794+2.6% | Added |
| Lazard Asset Management LLC | 31,194 | $2.28M | 0.00% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 31,613 | $2.31M | 1.21% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 31,603 | $2.31M | 0.02% | +7,763+32.6% | Added |
| Bessemer Group Inc | 31,767 | $2.33M | 0.00% | +2,999+10.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 31,805 | $2.33M | 0.00% | +22,177+230.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 32,401 | $2.37M | 0.12% | −1,460−4.3% | Reduced |
| Cresset Asset Management, LLC | 32,408 | $2.37M | 0.01% | −4,199−11.5% | Reduced |
| Summit Trail Advisors, LLC | 32,446 | $2.37M | 0.04% | +2,346+7.8% | Added |
| Banque Cantonale Vaudoise | 32,576 | $2.38M | 0.10% | −2,858−8.1% | Reduced |
| Value Partners Investments Inc. | 33,371 | $2.44M | 0.19% | +1,958+6.2% | Added |
| Evelyn Partners Investment Management LLP | 33,790 | $2.47M | 0.08% | −1,320−3.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 34,404 | $2.52M | 0.02% | +3,684+12.0% | Added |
| Whittier Trust Co | 34,414 | $2.52M | 0.03% | −175−0.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 34,427 | $2.52M | 0.07% | +34,427 | New |
| Lee Danner & Bass Inc | 34,593 | $2.53M | 0.20% | 00.0% | Unchanged |
| Change Path, LLC | 34,762 | $2.54M | 0.07% | −1,664−4.6% | Reduced |
| Polar Capital Holdings Plc | 35,000 | $2.56M | 0.01% | −1,500−4.1% | Reduced |
| Delta Financial Advisors LLC | 35,169 | $2.57M | 0.91% | +1,044+3.1% | Added |
| Metis Global Partners, LLC | 35,220 | $2.58M | 0.07% | −4,437−11.2% | Reduced |
| Concurrent Investment Advisors, LLC | 35,524 | $2.60M | 0.05% | +1,503+4.4% | Added |
| Mfg Wealth Management, Inc. | 35,657 | $2.61M | 2.20% | +3,122+9.6% | Added |
| North Star Investment Management Corp. | 35,823 | $2.62M | 0.18% | +523+1.5% | Added |
| TD Waterhouse Canada Inc. | 35,372 | $2.63M | 0.02% | −5,147−12.7% | Reduced |
| United Capital Financial Advisers, LLC | 36,025 | $2.64M | 0.02% | −617−1.7% | Reduced |
| HB Wealth Management, LLC | 36,526 | $2.67M | 0.02% | +88+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 36,077 | $2.68M | 0.00% | −1,685−4.5% | Reduced |
| Tower Research Capital LLC (TRC) | 37,017 | $2.71M | 0.07% | +17,470+89.4% | Added |
| Blue Square Asset Management, LLC | 37,147 | $2.72M | 1.27% | +3,839+11.5% | Added |
| Generali Asset Management SPA SGR | 37,167 | $2.72M | 0.06% | −5,004−11.9% | Reduced |
| Brinker Capital Investments, LLC | 37,188 | $2.72M | 0.02% | +286+0.8% | Added |
| Trust Co of Vermont | 37,257 | $2.73M | 0.13% | −262−0.7% | Reduced |
| Poehling Capital Management, LLC | 38,397 | $2.81M | 0.66% | +169+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 38,482 | $2.82M | 0.08% | −14,432−27.3% | Reduced |
| Thrivent Financial for Lutherans | 38,862 | $2.85M | 0.01% | +2,842+7.9% | Added |
| New Mexico Educational Retirement Board | 39,017 | $2.86M | 0.09% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 39,116 | $2.86M | 0.77% | +815+2.1% | Added |
| Maryland State Retirement & Pension System | 39,222 | $2.87M | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 39,237 | $2.87M | 0.17% | −873−2.2% | Reduced |
| Dearborn Partners LLC | 39,241 | $2.87M | 0.14% | −24,033−38.0% | Reduced |
| Bensler, LLC | 39,460 | $2.89M | 0.32% | −414−1.0% | Reduced |
| Pinnacle Associates Ltd | 39,622 | $2.90M | 0.04% | −101−0.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.93M | 0.63% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40,263 | $2.95M | 0.07% | −657−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 40,389 | $2.96M | 0.01% | +3,484+9.4% | Added |
| Allianz SE | 40,694 | $2.98M | 0.07% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 41,041 | $3.00M | 0.11% | −6,821−14.3% | Reduced |
| Essex Financial Services, Inc. | 41,114 | $3.01M | 0.20% | −664−1.6% | Reduced |
| J.W. Cole Advisors, Inc. | 41,325 | $3.02M | 0.06% | +2,038+5.2% | Added |
| Arete Wealth Advisors, LLC | 41,500 | $3.04M | 0.22% | +41,500 | New |
| Securian Asset Management, Inc | 41,684 | $3.05M | 0.09% | −1,092−2.6% | Reduced |
| Louisiana State Employees Retirement System | 42,100 | $3.08M | 0.06% | −1,300−3.0% | Reduced |
| Beacon Pointe Advisors, LLC | 42,232 | $3.09M | 0.03% | +1,088+2.6% | Added |
| Mirae Asset Securities (USA) Inc. | 42,306 | $3.10M | 0.14% | +42,306 | New |
| EP Wealth Advisors, LLC | 42,318 | $3.10M | 0.02% | +24,515+137.7% | Added |
| Hancock Whitney Corp | 42,527 | $3.11M | 0.06% | +38,191+880.8% | Added |
| AMG National Trust Bank | 42,754 | $3.13M | 0.08% | −81−0.2% | Reduced |
| Engineers Gate Manager LP | 42,816 | $3.13M | 0.04% | +4,951+13.1% | Added |
| Crossmark Global Holdings, Inc. | 43,019 | $3.15M | 0.05% | −950−2.2% | Reduced |
| Sciencast Management LP | 43,411 | $3.18M | 0.66% | +43,411 | New |
| Atria Investments LLC | 43,920 | $3.21M | 0.04% | +1,751+4.2% | Added |
| Elefante Mark B | 44,145 | $3.23M | 2.43% | +2,080+4.9% | Added |
| Argent Trust Co | 44,165 | $3.23M | 0.12% | −491−1.1% | Reduced |
| Lifeworks Advisors, LLC | 44,479 | $3.26M | 0.49% | +4,943+12.5% | Added |
| Venture Visionary Partners LLC | 44,514 | $3.26M | 0.12% | −387−0.9% | Reduced |
| New England Research & Management, Inc. | 44,575 | $3.26M | 1.55% | +75+0.2% | Added |
| Savant Capital, LLC | 45,064 | $3.30M | 0.02% | +3,516+8.5% | Added |
| Wesbanco Bank Inc | 45,295 | $3.32M | 0.10% | +257+0.6% | Added |
| Cohen Klingenstein LLC | 45,668 | $3.34M | 0.11% | 00.0% | Unchanged |
| Norinchukin Bank, The | 45,692 | $3.34M | 0.05% | +2,346+5.4% | Added |
| YHB Investment Advisors, Inc. | 45,990 | $3.37M | 0.26% | −37−0.1% | Reduced |
| Merit Financial Group, LLC | 46,113 | $3.38M | 0.04% | +8,103+21.3% | Added |
| Brookfield Asset Management Inc. | 47,083 | $3.45M | 0.00% | −6,273−11.8% | Reduced |
| MAI Capital Management | 47,373 | $3.47M | 0.02% | +1,562+3.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,484 | $3.48M | 0.03% | +11,279+31.2% | Added |
| Lighthouse Investment Partners, LLC | 47,529 | $3.48M | 0.15% | +47,529 | New |
| Hartford Investment Management Co | 48,147 | $3.52M | 0.11% | −1,132−2.3% | Reduced |
| Heritage Investors Management Corp | 48,265 | $3.53M | 0.11% | −370−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 48,379 | $3.54M | 0.02% | +127+0.3% | Added |
| Verition Fund Management LLC | 48,719 | $3.57M | 0.02% | −469,467−90.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 48,991 | $3.59M | 0.18% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 49,525 | $3.62M | 0.02% | +861+1.8% | Added |
| Dempze Nancy E | 50,078 | $3.67M | 2.11% | +2,319+4.9% | Added |
| GWM Advisors LLC | 51,128 | $3.74M | 0.02% | +10,900+27.1% | Added |
| Brasada Capital Management, LP | 49,519 | $3.75M | 0.64% | +1,156+2.4% | Added |
| Lido Advisors, LLC | 51,245 | $3.75M | 0.02% | +4,307+9.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 51,912 | $3.80M | 0.83% | −51,910−50.0% | Reduced |
| Sargent Investment Group, LLC | 57,740 | $3.82M | 0.52% | +14,314+33.0% | Added |
| Westport Asset Management Inc | 52,400 | $3.84M | 1.70% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 52,636 | $3.85M | 0.16% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 52,883 | $3.87M | 0.06% | −102−0.2% | Reduced |
| Brown Brothers Harriman & Co | 52,910 | $3.87M | 0.02% | +3,738+7.6% | Added |
| USS Investment Management Ltd | 52,960 | $3.87M | 0.02% | −12,418−19.0% | Reduced |
| JB Capital LLC | 53,190 | $3.89M | 0.19% | −799−1.5% | Reduced |
| Oppenheimer & Co Inc | 53,347 | $3.90M | 0.05% | −188−0.4% | Reduced |
| Kentucky Retirement Systems | 53,761 | $3.93M | 0.12% | −3,524−6.2% | Reduced |
| Gilman Hill Asset Management, LLC | 54,070 | $3.96M | 0.65% | +400+0.7% | Added |
| Delta Capital Management LLC | 54,190 | $3.97M | 2.22% | −200−0.4% | Reduced |
| Notis-McConarty Edward | 54,290 | $3.97M | 1.94% | +2,310+4.4% | Added |
| Huntington National Bank | 54,471 | $3.99M | 0.03% | −1,486−2.7% | Reduced |