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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 105,263 | $7.70M | 0.04% | +422+0.4% | Added |
| Letson Investment Management, Inc. | 105,363 | $7.71M | 3.04% | +60.0% | Added |
| D.A. Davidson & Co. | 105,383 | $7.71M | 0.05% | −1,176−1.1% | Reduced |
| CIBC World Markets Inc. | 105,449 | $7.72M | 0.02% | +16,993+19.2% | Added |
| William Blair Investment Management, LLC | 105,864 | $7.75M | 0.02% | −120,947−53.3% | Reduced |
| Aptus Capital Advisors, LLC | 106,078 | $7.76M | 0.08% | +5,286+5.2% | Added |
| Ofi Invest Asset Management | 125,702 | $7.84M | 0.19% | −325,435−72.1% | Reduced |
| JustInvest LLC | 107,468 | $7.87M | 0.09% | +8,595+8.7% | Added |
| CapWealth Advisors, LLC | 108,003 | $7.90M | 0.78% | +2,267+2.1% | Added |
| CIBC Private Wealth Group, LLC | 108,019 | $7.91M | 0.01% | −492−0.5% | Reduced |
| Natixis | 108,032 | $7.91M | 0.04% | −41,699−27.8% | Reduced |
| Broderick Brian C | 108,682 | $7.95M | 1.57% | −4,165−3.7% | Reduced |
| Welch Group, LLC | 109,266 | $8.00M | 0.33% | +5,717+5.5% | Added |
| Zimmer Partners, LP | 110,000 | $8.05M | 0.18% | +110,000 | New |
| Fiduciary Trust Co | 110,751 | $8.11M | 0.10% | −4,293−3.7% | Reduced |
| Laffer Tengler Investments | 111,195 | $8.14M | 1.45% | −16,786−13.1% | Reduced |
| GPM Growth Investors, Inc. | 111,680 | $8.17M | 3.25% | +3,305+3.0% | Added |
| NorthCrest Asset Manangement, LLC | 109,220 | $8.26M | 0.22% | −4,422−3.9% | Reduced |
| Assenagon Asset Management S.A. | 112,991 | $8.27M | 0.01% | −628,186−84.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 114,842 | $8.40M | 0.08% | +32,225+39.0% | Added |
| State of Alaska, Department of Revenue | 115,300 | $8.44M | 0.09% | −5,085−4.2% | Reduced |
| Colony Group, LLC | 115,377 | $8.44M | 0.02% | +6,594+6.1% | Added |
| Puzo Michael J | 115,425 | $8.45M | 2.41% | +250.0% | Added |
| CIBC Asset Management Inc | 115,756 | $8.47M | 0.03% | −8,925−7.2% | Reduced |
| Close Asset Management Ltd | 116,593 | $8.53M | 0.25% | +437+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 117,289 | $8.58M | 0.08% | +6,500+5.9% | Added |
| Meyer Handelman Co | 117,565 | $8.60M | 0.28% | −3,675−3.0% | Reduced |
| New York Life Investment Management LLC | 119,705 | $8.76M | 0.08% | −514−0.4% | Reduced |
| Xponance, Inc. | 121,777 | $8.91M | 0.07% | +547+0.5% | Added |
| Connecticut Wealth Management, LLC | 122,174 | $8.94M | 0.43% | +1,444+1.2% | Added |
| Daiwa Securities Group Inc. | 122,209 | $8.95M | 0.03% | +4,547+3.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 122,320 | $8.95M | 0.08% | −285−0.2% | Reduced |
| British Columbia Investment Management Corp | 122,347 | $8.95M | 0.05% | −32,079−20.8% | Reduced |
| Wellington Management Group LLP | 123,826 | $9.06M | 0.00% | −77,955−38.6% | Reduced |
| Mercer Global Advisors Inc | 123,966 | $9.07M | 0.02% | +10,888+9.6% | Added |
| Ethic Inc. | 123,254 | $9.08M | 0.16% | +7,692+6.7% | Added |
| PEAK6 LLC | 125,184 | $9.16M | 0.31% | +125,184 | New |
| Ilmarinen Mutual Pension Insurance Co | 128,000 | $9.37M | 0.08% | −60,000−31.9% | Reduced |
| Truist Financial Corp | 128,005 | $9.37M | 0.01% | +6,471+5.3% | Added |
| Kanawha Capital Management LLC | 128,782 | $9.43M | 0.70% | −5,060−3.8% | Reduced |
| Churchill Management Corp | 129,637 | $9.49M | 0.10% | −1,336−1.0% | Reduced |
| Twinbeech Capital LP | 133,076 | $9.74M | 0.22% | +133,076 | New |
| Jacobs & Co | 133,199 | $9.75M | 0.97% | +133,199 | New |
| Pathstone Holdings, LLC | 134,195 | $9.82M | 0.04% | −8,564−6.0% | Reduced |
| Quantinno Capital Management LP | 134,291 | $9.83M | 0.04% | +30,345+29.2% | Added |
| Utah Retirement Systems | 136,302 | $9.98M | 0.10% | −2,602−1.9% | Reduced |
| ProShare Advisors LLC | 137,011 | $10.0M | 0.02% | +14,480+11.8% | Added |
| Commerce Bank | 138,816 | $10.2M | 0.06% | −3,398−2.4% | Reduced |
| Janus Henderson Group PLC | 139,677 | $10.2M | 0.01% | −10,196−6.8% | Reduced |
| Riverview Capital Advisers, LLC | 139,977 | $10.2M | 2.94% | +36,195+34.9% | Added |
| Punch & Associates Investment Management, Inc. | 140,567 | $10.3M | 0.63% | +5,409+4.0% | Added |
| Mn Services Vermogensbeheer B.V. | 141,500 | $10.4M | 0.07% | −155,900−52.4% | Reduced |
| Welch & Forbes LLC | 143,838 | $10.5M | 0.13% | −3,381−2.3% | Reduced |
| M. Kraus & Co | 145,641 | $10.7M | 3.13% | −2,420−1.6% | Reduced |
| Zacks Investment Management | 146,230 | $10.7M | 0.09% | +146,230 | New |
| Gamco Investors, Inc. Et Al | 149,263 | $10.9M | 0.11% | +26,866+21.9% | Added |
| Windward Capital Management Co | 149,453 | $10.9M | 0.93% | −1,426−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 149,808 | $11.0M | 0.09% | −3,257−2.1% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 151,228 | $11.1M | 0.80% | −148,790−49.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 151,914 | $11.1M | 0.27% | +151,914 | New |
| Cutler Investment Counsel LLC | 153,169 | $11.2M | 1.25% | −651−0.4% | Reduced |
| Keybank National Association | 153,565 | $11.2M | 0.04% | −2,635−1.7% | Reduced |
| Amalgamated Bank | 154,283 | $11.3M | 0.09% | −10,236−6.2% | Reduced |
| KBC Group NV | 157,047 | $11.5M | 0.03% | +3,498+2.3% | Added |
| Jones Financial Companies LLLP | 158,152 | $11.6M | 0.01% | +21,565+15.8% | Added |
| Forsta Ap-Fonden | 160,000 | $11.7M | 0.08% | −5,900−3.6% | Reduced |
| Lincoln Capital LLC | 161,910 | $11.9M | 2.28% | +2,586+1.6% | Added |
| Voya Investment Management LLC | 162,967 | $11.9M | 0.01% | −1,470−0.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 163,374 | $12.0M | 0.05% | −717−0.4% | Reduced |
| Sone Capital Management, LLC | 163,552 | $12.0M | 1.10% | +101,443+163.3% | Added |
| Blair William & Co | 164,862 | $12.1M | 0.03% | +9,341+6.0% | Added |
| Somerville Kurt F | 168,632 | $12.3M | 2.08% | +5,495+3.4% | Added |
| Varma Mutual Pension Insurance Co | 170,009 | $12.4M | 0.09% | +3,700+2.2% | Added |
| Retirement Systems of Alabama | 171,084 | $12.5M | 0.04% | −2,452−1.4% | Reduced |
| Cerity Partners LLC | 171,920 | $12.6M | 0.02% | −981−0.6% | Reduced |
| Telos Capital Management, Inc. | 172,026 | $12.6M | 1.28% | +61,200+55.2% | Added |
| Jacobs Levy Equity Management, Inc | 173,067 | $12.7M | 0.05% | −73,023−29.7% | Reduced |
| Neuberger Berman Group LLC | 173,336 | $12.7M | 0.01% | +1,298+0.8% | Added |
| Peapack Gladstone Financial Corp | 174,282 | $12.8M | 0.18% | −5,773−3.2% | Reduced |
| IFM Investors Pty Ltd | 175,569 | $12.8M | 0.12% | −203−0.1% | Reduced |
| Toroso Investments, LLC | 175,967 | $12.9M | 0.08% | +31,783+22.0% | Added |
| Canoe Financial LP | 178,203 | $13.0M | 0.19% | −7,100−3.8% | Reduced |
| Allworth Financial LP | 178,914 | $13.1M | 0.06% | +12,603+7.6% | Added |
| Caisse de Depot Et Placement du Quebec | 180,809 | $13.2M | 0.03% | +63,496+54.1% | Added |
| Foster Victor Wealth Advisors, LLC | 174,616 | $13.3M | 0.90% | +5,353+3.2% | Added |
| Segment Wealth Management, LLC | 183,826 | $13.5M | 0.85% | −1,132−0.6% | Reduced |
| Storebrand Asset Management AS | 185,162 | $13.6M | 0.04% | −31,687−14.6% | Reduced |
| Tocqueville Asset Management L.P. | 186,594 | $13.7M | 0.21% | −172,219−48.0% | Reduced |
| AIA Group Ltd | 186,939 | $13.7M | 0.30% | +566+0.3% | Added |
| Brevan Howard Capital Management LP | 190,206 | $13.9M | 0.15% | +90,650+91.1% | Added |
| Teacher Retirement System of Texas | 192,723 | $14.1M | 0.06% | +37,150+23.9% | Added |
| Czech National Bank | 194,914 | $14.3M | 0.11% | +9,431+5.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 195,542 | $14.3M | 0.08% | +10,864+5.9% | Added |
| Los Angeles Capital Management LLC | 201,257 | $14.7M | 0.06% | +197,155+4,806.3% | Added |
| Meitav Dash Investments Ltd | 203,140 | $14.9M | 0.23% | −200,700−49.7% | Reduced |
| MetLife Investment Management | 203,288 | $14.9M | 0.09% | −7,023−3.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 203,531 | $14.9M | 0.18% | −47,751−19.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 205,154 | $15.0M | 0.19% | +69,684+51.4% | Added |
| DnB Asset Management AS | 207,647 | $15.2M | 0.06% | −1,170−0.6% | Reduced |
| Cetera Investment Advisers | 211,508 | $15.5M | 0.03% | +35,431+20.1% | Added |