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 |
|---|---|---|---|---|---|
| Centennial Bank | 799 | $58.5K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 800 | $58.6K | 0.01% | +800 | New |
| Mascoma Wealth Management LLC | 802 | $58.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 803 | $58.8K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 830 | $60.8K | 0.03% | −4−0.5% | Reduced |
| Lavaca Capital LLC | 839 | $61.4K | 0.03% | +200+31.3% | Added |
| Maseco LLP | 847 | $62.0K | 0.00% | +847 | New |
| Indiana Trust & Investment Management CO | 847 | $62.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 859 | $62.9K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 872 | $63.8K | 0.01% | −148−14.5% | Reduced |
| North Capital, Inc. | 881 | $64.5K | 0.06% | −1−0.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 882 | $64.6K | 0.10% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 890 | $64.9K | 0.04% | 00.0% | Unchanged |
| Motco | 948 | $65.1K | 0.01% | −27−2.8% | Reduced |
| Rossby Financial, LCC | 896 | $65.6K | 0.02% | +52+6.2% | Added |
| Cherry Tree Wealth Management, LLC | 896 | $65.6K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 900 | $65.9K | 0.05% | +600+200.0% | Added |
| TD Capital Management LLC | 901 | $65.9K | 0.01% | +861+2,152.5% | Added |
| CNB Bank | 903 | $66.1K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 912 | $66.8K | 0.01% | +5+0.6% | Added |
| Hemington Wealth Management | 929 | $67.0K | 0.01% | +68+7.9% | Added |
| Missouri Trust & Investment Co | 923 | $67.6K | 0.02% | −75−7.5% | Reduced |
| JNBA Financial Advisors | 923 | $67.6K | 0.01% | −100−9.8% | Reduced |
| MTM Investment Management, LLC | 974 | $71.3K | 0.02% | +974 | New |
| Valley National Advisers Inc | 1,003 | $73.0K | 0.01% | +7+0.7% | Added |
| Firsthand Capital Management, Inc. | 1,000 | $73.2K | 0.13% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,009 | $73.9K | 0.02% | +1,009 | New |
| Birchbrook, Inc. | 1,025 | $75.0K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,049 | $76.8K | 0.00% | −30−2.8% | Reduced |
| Union Savings Bank | 1,124 | $77.1K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 1,068 | $78.2K | 0.02% | −185−14.8% | Reduced |
| Old Second National Bank of Aurora | 1,075 | $78.7K | 0.02% | +75+7.5% | Added |
| Field & Main Bank | 1,085 | $79.4K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,089 | $79.7K | 0.01% | −300−21.6% | Reduced |
| CKW Financial Group | 1,102 | $82.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,140 | $83.4K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,184 | $86.7K | 0.07% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,177 | $87.4K | 0.05% | −73−5.8% | Reduced |
| Ramirez Asset Management, Inc. | 1,200 | $87.8K | 0.01% | −100−7.7% | Reduced |
| Kentucky Trust Co | 1,200 | $87.8K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 1,210 | $88.6K | 0.10% | 00.0% | Unchanged |
| Abound Wealth Management | 1,216 | $89.0K | 0.03% | +4+0.3% | Added |
| Crowley Wealth Management, Inc. | 1,250 | $91.5K | 0.08% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,262 | $92.4K | 0.01% | +107+9.3% | Added |
| Versant Capital Management, Inc | 1,288 | $94.3K | 0.01% | +107+9.1% | Added |
| Center for Financial Planning, Inc. | 1,290 | $94.4K | 0.01% | −60−4.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,295 | $94.8K | 0.02% | +77+6.3% | Added |
| Acima Private Wealth, LLC | 1,300 | $95.1K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,323 | $96.8K | 0.04% | +237+21.8% | Added |
| Fortitude Family Office, LLC | 1,339 | $98.0K | 0.03% | −47−3.4% | Reduced |
| Hara Capital LLC | 1,340 | $98.1K | 0.06% | 00.0% | Unchanged |
| City State Bank | 1,353 | $99.0K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,392 | $101.9K | 0.04% | +1,333+2,259.3% | Added |
| Provenance Wealth Advisors, LLC | 1,399 | $102.4K | 0.01% | −55−3.8% | Reduced |
| Oakmont Corp | 1,413 | $103.4K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $104.8K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 1,472 | $107.7K | 0.09% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,500 | $109.8K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,500 | $110.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,520 | $111.0K | 0.01% | +1,520 | New |
| Hopwood Financial Services, Inc. | 1,540 | $112.7K | 0.09% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,533 | $112.9K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,554 | $113.7K | 0.04% | +3+0.2% | Added |
| NBC Securities, Inc. | 1,570 | $114.0K | 0.01% | −95−5.7% | Reduced |
| CoreCap Advisors, LLC | 1,611 | $118.0K | 0.00% | +72+4.7% | Added |
| JFS Wealth Advisors, LLC | 1,617 | $118.3K | 0.01% | −304−15.8% | Reduced |
| Hantz Financial Services, Inc. | 1,627 | $119.0K | 0.00% | +1,020+168.0% | Added |
| Hilltop National Bank | 1,667 | $122.0K | 0.03% | +1,667 | New |
| Oakworth Capital, Inc. | 1,678 | $122.8K | 0.01% | −37−2.2% | Reduced |
| Monetary Management Group Inc | 1,700 | $124.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,721 | $126.0K | 0.07% | −43−2.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,755 | $128.4K | 0.04% | +639+57.3% | Added |
| Rise Advisors, LLC | 1,758 | $128.6K | 0.05% | +132+8.1% | Added |
| Evermay Wealth Management LLC | 1,790 | $131.0K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,827 | $133.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,842 | $134.8K | 0.02% | −2,738−59.8% | Reduced |
| Horizon Bancorp Inc | 1,852 | $136.0K | 0.07% | +175+10.4% | Added |
| Duncker Streett & Co Inc | 1,865 | $136.5K | 0.02% | −127−6.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,887 | $138.1K | 0.03% | +1,560+477.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,902 | $139.2K | 0.02% | −155−7.5% | Reduced |
| Clean Yield Group | 1,962 | $143.6K | 0.04% | −12−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,986 | $145.4K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,004 | $146.0K | 0.00% | −498−19.9% | Reduced |
| Wellington Shields & Co., LLC | 2,000 | $146.4K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,005 | $146.7K | 0.03% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 2,000 | $147.3K | 0.01% | −900−31.0% | Reduced |
| Bank of New Hampshire | 2,040 | $149.3K | 0.04% | +100+5.2% | Added |
| Community Bank, N.A. | 2,050 | $150.0K | 0.02% | −825−28.7% | Reduced |
| Gables Capital Management Inc. | 2,050 | $150.0K | 0.07% | −200−8.9% | Reduced |
| Gen-Wealth Partners Inc | 2,050 | $150.0K | 0.06% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,084 | $153.0K | 0.12% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 2,130 | $155.9K | 0.08% | +7+0.3% | Added |
| MV Capital Management, Inc. | 2,172 | $159.0K | 0.02% | −136−5.9% | Reduced |
| Adalta Capital Management LLC | 2,184 | $159.8K | 0.08% | 00.0% | Unchanged |
| Onefund, LLC | 2,204 | $161.0K | 0.12% | +2,204 | New |
| Bangor Savings Bank | 2,225 | $162.8K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,225 | $162.8K | 0.17% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,240 | $163.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,258 | $165.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,297 | $168.0K | 0.02% | −103−4.3% | Reduced |