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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 203 | $14.9K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 215 | $15.0K | 0.00% | +31+16.8% | Added |
| PrairieView Partners, LLC | 227 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 220 | $16.1K | 0.00% | −85−27.9% | Reduced |
| TruNorth Capital Management, LLC | 245 | $17.9K | 0.00% | −35−12.5% | Reduced |
| Morton Brown Family Wealth, LLC | 247 | $18.1K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 250 | $18.3K | 0.01% | +250 | New |
| Raelipskie Partnership | 255 | $18.7K | 0.01% | −55−17.7% | Reduced |
| Whipplewood Advisors, LLC | 255 | $18.7K | 0.01% | +58+29.4% | Added |
| Putney Financial Group LLC | 263 | $19.2K | 0.02% | 00.0% | Unchanged |
| YANKCOM Partnership | 265 | $19.4K | 0.01% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 272 | $19.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 273 | $20.0K | 0.01% | +39+16.7% | Added |
| Creative Financial Designs Inc | 285 | $20.9K | 0.00% | +10+3.6% | Added |
| S&T Bank | 290 | $21.2K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 296 | $21.7K | 0.00% | +296 | New |
| Edmond de Rothschild Holding S.A. | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $22.0K | 0.01% | +300 | New |
| Raleigh Capital Management Inc. | 316 | $23.1K | 0.01% | +316 | New |
| Twin Peaks Wealth Advisors, LLC | 353 | $23.2K | 0.01% | +353 | New |
| Vega Investment Solutions | 320 | $23.4K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 335 | $24.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 341 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 347 | $25.4K | 0.01% | +1+0.3% | Added |
| AdvisorShares Investments LLC | 347 | $25.4K | 0.00% | +347 | New |
| Logan Capital Management Inc | 350 | $25.6K | 0.00% | −2,004−85.1% | Reduced |
| FSA Wealth Management LLC | 353 | $25.8K | 0.01% | −82−18.9% | Reduced |
| SJS Investment Consulting Inc. | 354 | $25.9K | 0.00% | −36−9.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 356 | $26.1K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 362 | $26.5K | 0.02% | 00.0% | Unchanged |
| Winnow Wealth LLC | 362 | $26.5K | 0.02% | +344+1,911.1% | Added |
| Traub Capital Management LLC | 363 | $26.6K | 0.02% | +363 | New |
| Ritter Daniher Financial Advisory LLC | 380 | $27.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 392 | $28.7K | 0.01% | +392 | New |
| Tortoise Investment Management, LLC | 394 | $28.8K | 0.00% | +44+12.6% | Added |
| REAP Financial Group, LLC | 396 | $29.0K | 0.01% | +396 | New |
| Olistico Wealth, LLC | 400 | $29.3K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $29.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $29.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 418 | $30.6K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 423 | $31.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 419 | $31.0K | 0.00% | −102−19.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 433 | $31.7K | 0.00% | −4−0.9% | Reduced |
| Curat Global, LLC | 435 | $31.8K | 0.03% | −750−63.3% | Reduced |
| Bruce G. Allen Investments, LLC | 438 | $32.1K | 0.02% | +67+18.1% | Added |
| Accredited Wealth Management, LLC | 443 | $32.4K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 458 | $33.5K | 0.02% | +51+12.5% | Added |
| Coastline Trust Co | 460 | $33.7K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 460 | $33.7K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 461 | $33.7K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 481 | $35.2K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 486 | $35.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 487 | $36.1K | 0.01% | +387+387.0% | Added |
| Country Trust Bank | 500 | $36.6K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 500 | $36.6K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 500 | $36.6K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 502 | $36.7K | 0.01% | +51+11.3% | Added |
| Briaud Financial Planning, Inc | 515 | $37.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 515 | $37.7K | 0.00% | +10+2.0% | Added |
| Consultiva Wealth Management, Corp. | 523 | $38.3K | 0.12% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 527 | $38.6K | 0.01% | 00.0% | Unchanged |
| Ossiam | 531 | $38.9K | 0.00% | −102−16.1% | Reduced |
| Transce3nd, LLC | 533 | $39.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 534 | $39.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 536 | $39.2K | 0.01% | +536 | New |
| Cheviot Value Management, LLC | 602 | $39.8K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 558 | $40.0K | 0.01% | +1+0.2% | Added |
| Centricity Wealth Management, LLC | 550 | $40.3K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 567 | $41.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 577 | $42.2K | 0.03% | +66+12.9% | Added |
| Cornerstone Planning Group LLC | 636 | $42.2K | 0.01% | −209−24.7% | Reduced |
| Creekmur Asset Management LLC | 587 | $43.0K | 0.01% | +2+0.3% | Added |
| West Branch Capital LLC | 590 | $43.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 595 | $43.5K | 0.00% | +245+70.0% | Added |
| GHP Investment Advisors, Inc. | 596 | $43.7K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 597 | $43.7K | 0.00% | +174+41.1% | Added |
| Concord Wealth Partners | 600 | $43.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 607 | $44.4K | 0.04% | −235−27.9% | Reduced |
| Tompkins Financial Corp | 619 | $45.3K | 0.00% | −38−5.8% | Reduced |
| SOA Wealth Advisors, LLC. | 636 | $46.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 647 | $47.4K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 650 | $47.6K | 0.04% | −10−1.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 659 | $48.2K | 0.01% | +10+1.5% | Added |
| Richardson Financial Services Inc. | 671 | $49.8K | 0.03% | +630+1,536.6% | Added |
| American Capital Advisory, LLC | 687 | $50.3K | 0.03% | +4+0.6% | Added |
| Park Square Financial Group, LLC | 695 | $50.9K | 0.04% | +291+72.0% | Added |
| Heritage Wealth Advisors | 700 | $51.2K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 727 | $53.2K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 784 | $54.0K | 0.04% | +759+3,036.0% | Added |
| Cary Street Partner Investment Advisory LLC | 747 | $54.7K | 0.03% | −103−12.1% | Reduced |
| First United Bank Trust | 750 | $54.9K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $54.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 754 | $55.2K | 0.02% | −126−14.3% | Reduced |
| ORG Partners LLC | 754 | $56.0K | 0.01% | +496+192.2% | Added |
| Westpac Banking Corp | 777 | $56.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 778 | $56.9K | 0.00% | +275+54.7% | Added |
| Flagship Wealth Advisors, LLC | 786 | $57.5K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 849 | $58.3K | 0.05% | 00.0% | Unchanged |