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 |
|---|---|---|---|---|---|
| Delaney Dennis R | 55,005 | $4.03M | 2.07% | +3,250+6.3% | Added |
| Mizuho Securities USA LLC | 55,107 | $4.03M | 0.09% | +55,107 | New |
| Avanza Fonder AB | 55,180 | $4.04M | 0.12% | −10,209−15.6% | Reduced |
| Canandaigua National Bank & Trust Co | 55,777 | $4.08M | 0.38% | −550−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 55,790 | $4.08M | 0.02% | −4,775−7.9% | Reduced |
| Park Avenue Securities LLC | 55,880 | $4.09M | 0.04% | +14,710+35.7% | Added |
| Allianz Asset Management GmbH | 56,033 | $4.10M | 0.01% | −69,063−55.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 56,149 | $4.11M | 0.01% | +16,226+40.6% | Added |
| Bleakley Financial Group, LLC | 56,320 | $4.12M | 0.10% | +2,526+4.7% | Added |
| HRT Financial LP | 56,563 | $4.14M | 0.02% | −457,613−89.0% | Reduced |
| NBT Bank N A | 56,748 | $4.15M | 0.29% | −3,201−5.3% | Reduced |
| Two Sigma Investments, LP | 57,325 | $4.20M | 0.01% | −233,303−80.3% | Reduced |
| LRI Investments, LLC | 57,372 | $4.20M | 0.36% | +10.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 57,438 | $4.20M | 0.10% | −8,875−13.4% | Reduced |
| Concentric Capital Strategies, LP | 57,962 | $4.24M | 0.24% | +16,017+38.2% | Added |
| Harmony Asset Management LLC | 58,995 | $4.32M | 1.62% | −34−0.1% | Reduced |
| Tower View Investment Management & Research LLC | 59,730 | $4.37M | 2.27% | +129+0.2% | Added |
| RSM US Wealth Management LLC | 60,672 | $4.44M | 0.06% | +2,190+3.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 61,397 | $4.49M | 0.22% | −11,655−16.0% | Reduced |
| UniSuper Management Pty Ltd | 61,878 | $4.53M | 0.03% | −2,866−4.4% | Reduced |
| CWM, LLC | 61,899 | $4.53M | 0.02% | +1,777+3.0% | Added |
| Patten Group, Inc. | 62,151 | $4.55M | 0.96% | −1,871−2.9% | Reduced |
| Richard Bernstein Advisors LLC | 62,416 | $4.57M | 0.11% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 63,634 | $4.66M | 0.76% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 64,874 | $4.75M | 0.04% | +443+0.7% | Added |
| Daymark Wealth Partners, LLC | 64,953 | $4.75M | 0.18% | +1,721+2.7% | Added |
| Circle Wealth Management, LLC | 64,974 | $4.76M | 0.11% | −20.0% | Reduced |
| Sagefield Capital LP | 66,317 | $4.85M | 0.68% | −18,868−22.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 66,715 | $4.88M | 1.29% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 67,000 | $4.90M | 0.06% | +5,016+8.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 67,744 | $4.96M | 0.80% | −380−0.6% | Reduced |
| ASR Vermogensbeheer N.V. | 68,191 | $4.99M | 0.06% | +68,191 | New |
| Parsons Capital Management Inc | 68,822 | $5.04M | 0.31% | −20,300−22.8% | Reduced |
| Oregon Public Employees Retirement Fund | 68,868 | $5.04M | 0.09% | −500−0.7% | Reduced |
| Family Capital Trust Co | 68,895 | $5.04M | 1.75% | −260−0.4% | Reduced |
| Snowden Capital Advisors LLC | 69,358 | $5.08M | 0.15% | +1,470+2.2% | Added |
| Stephens Inc | 69,665 | $5.10M | 0.07% | +1,010+1.5% | Added |
| Ferguson Wellman Capital Management, Inc | 71,808 | $5.26M | 0.09% | −233−0.3% | Reduced |
| Rafferty Asset Management, LLC | 71,974 | $5.27M | 0.02% | +7,872+12.3% | Added |
| Candriam Luxembourg S.C.A. | 72,520 | $5.31M | 0.03% | −8,797−10.8% | Reduced |
| Sanctuary Advisors, LLC | 73,073 | $5.35M | 0.03% | +5,266+7.8% | Added |
| Qsemble Capital Management, LP | 73,347 | $5.37M | 0.51% | +73,347 | New |
| Nordea Investment Management AB | 73,150 | $5.37M | 0.00% | +1,074+1.5% | Added |
| Callan Family Office, LLC | 74,617 | $5.46M | 0.17% | +50,085+204.2% | Added |
| Douglass Winthrop Advisors, LLC | 75,965 | $5.56M | 0.10% | −3,050−3.9% | Reduced |
| Private Advisor Group, LLC | 76,783 | $5.62M | 0.03% | +2,604+3.5% | Added |
| AdvisorNet Financial, Inc | 76,971 | $5.63M | 0.36% | −794−1.0% | Reduced |
| Pinebridge Investments, L.P. | 77,340 | $5.66M | 0.05% | −51,568−40.0% | Reduced |
| Elo Mutual Pension Insurance Co | 77,905 | $5.70M | 0.12% | −1,854−2.3% | Reduced |
| Bank of Nova Scotia | 77,952 | $5.71M | 0.01% | −2,158−2.7% | Reduced |
| Clearbridge Investments, LLC | 77,955 | $5.71M | 0.00% | −77−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 78,497 | $5.75M | 0.14% | +71,480+1,018.7% | Added |
| NEOS Investment Management LLC | 78,781 | $5.77M | 0.07% | +16,041+25.6% | Added |
| Glenmede Investment Management, LP | 78,796 | $5.77M | 0.03% | +78,796 | New |
| Evoke Wealth, LLC | 79,382 | $5.81M | 0.14% | −2,221−2.7% | Reduced |
| Fayez Sarofim & Co | 79,940 | $5.85M | 0.01% | −2,148−2.6% | Reduced |
| Pacer Advisors, Inc. | 80,458 | $5.89M | 0.01% | +17,704+28.2% | Added |
| Providence Capital Advisors, LLC | 81,808 | $5.99M | 1.10% | +81,808 | New |
| Pegasus Asset Management, Inc. | 82,423 | $6.03M | 2.07% | +1,013+1.2% | Added |
| American Century Companies Inc | 82,578 | $6.04M | 0.00% | −5,760−6.5% | Reduced |
| OP Asset Management Ltd | 82,858 | $6.06M | 0.09% | −1,223−1.5% | Reduced |
| La Banque Postale Asset Management SA | 83,079 | $6.08M | 0.09% | +83,079 | New |
| Hartline Investment Corp | 83,982 | $6.15M | 0.70% | +54,208+182.1% | Added |
| AXA S.A. | 84,333 | $6.17M | 0.02% | −4,893−5.5% | Reduced |
| Avantax Advisory Services, Inc. | 85,332 | $6.25M | 0.03% | +4,945+6.2% | Added |
| Abn Amro Investment Solutions | 85,576 | $6.26M | 0.13% | −23,187−21.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 85,960 | $6.29M | 0.01% | −51,144−37.3% | Reduced |
| Capital Management Corp | 86,377 | $6.32M | 1.08% | −32,112−27.1% | Reduced |
| HM Payson & Co | 86,910 | $6.36M | 0.10% | −1,473−1.7% | Reduced |
| Waratah Capital Advisors Ltd. | 87,186 | $6.38M | 0.43% | −476,150−84.5% | Reduced |
| Wealthfront Advisers LLC | 90,607 | $6.63M | 0.02% | −4,652−4.9% | Reduced |
| Mutual of America Capital Management LLC | 91,456 | $6.69M | 0.07% | −2,471−2.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 91,479 | $6.70M | 0.24% | −411−0.4% | Reduced |
| Kidder Stephen W | 91,797 | $6.72M | 2.02% | +258+0.3% | Added |
| Wesleyan Assurance Society | 92,200 | $6.74M | 0.44% | 00.0% | Unchanged |
| IFP Advisors, Inc | 92,557 | $6.77M | 0.19% | −13,656−12.9% | Reduced |
| Tufton Capital Management | 93,175 | $6.82M | 1.30% | −2,946−3.1% | Reduced |
| Baker Ellis Asset Management LLC | 94,295 | $6.90M | 0.95% | −1,113−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 94,520 | $6.92M | 0.05% | +735+0.8% | Added |
| Synovus Financial Corp | 95,024 | $6.95M | 0.09% | +14,270+17.7% | Added |
| Shelton Capital Management | 95,287 | $6.97M | 0.16% | −5,715−5.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 95,423 | $6.98M | 0.02% | +15,954+20.1% | Added |
| Hall Laurie J Trustee | 95,955 | $7.02M | 2.32% | +475+0.5% | Added |
| Nissay Asset Management Corp | 96,321 | $7.05M | 0.04% | −3,684−3.7% | Reduced |
| Regions Financial Corp | 97,429 | $7.13M | 0.05% | −357−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 98,085 | $7.18M | 0.06% | +5,593+6.0% | Added |
| Cary Street Partners Financial LLC | 98,489 | $7.21M | 0.20% | +12,871+15.0% | Added |
| CIBC World Markets Corp | 99,506 | $7.28M | 0.05% | +2,103+2.2% | Added |
| Public Employees Retirement Association of Colorado | 99,546 | $7.29M | 0.03% | −1,223−1.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 99,754 | $7.30M | 1.30% | +2,476+2.5% | Added |
| Seven Grand Managers, LLC | 100,000 | $7.32M | 0.88% | +100,000 | New |
| Vinva Investment Management Ltd | 99,842 | $7.36M | 0.20% | +64,596+183.3% | Added |
| Yousif Capital Management, LLC | 100,783 | $7.38M | 0.08% | −2,035−2.0% | Reduced |
| Davenport & Co LLC | 101,940 | $7.46M | 0.04% | +7,660+8.1% | Added |
| Fifth Third Bancorp | 102,017 | $7.47M | 0.03% | −1,246−1.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 102,654 | $7.51M | 1.79% | −1,608−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 103,348 | $7.56M | 0.03% | +7,509+7.8% | Added |
| QRG Capital Management, Inc. | 104,037 | $7.61M | 0.07% | +12,929+14.2% | Added |
| Crescent Grove Advisors, LLC | 104,643 | $7.66M | 0.74% | 00.0% | Unchanged |
| Captrust Financial Advisors | 105,231 | $7.70M | 0.02% | +133+0.1% | Added |