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 |
|---|---|---|---|---|---|
| Foster Dykema Cabot & Partners, LLC | 2,304 | $168.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,306 | $168.8K | 0.03% | −105−4.4% | Reduced |
| CVA Family Office, LLC | 2,331 | $170.6K | 0.02% | −90−3.7% | Reduced |
| MUFG Securities EMEA plc | 2,356 | $172.4K | 0.01% | +2,356 | New |
| Sentry Investment Management LLC | 2,446 | $183.0K | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,575 | $188.5K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,581 | $188.9K | 0.11% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2,636 | $192.9K | 0.12% | 00.0% | Unchanged |
| State of Wyoming | 2,642 | $193.4K | 0.02% | +2,642 | New |
| AllSquare Wealth Management LLC | 2,688 | $196.7K | 0.11% | −175−6.1% | Reduced |
| Creative Capital Management Investments LLC | 2,708 | $198.2K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,728 | $199.7K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,733 | $200.0K | 0.02% | +2,733 | New |
| We Are One Seven, LLC | 2,735 | $200.1K | 0.01% | +2,735 | New |
| Stephenson National Bank & Trust | 2,739 | $200.5K | 0.07% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 2,739 | $200.5K | 0.02% | +2,739 | New |
| WSFS Capital Management, LLC | 2,741 | $200.6K | 0.01% | +2,741 | New |
| Exchange Traded Concepts, LLC | 2,747 | $201.1K | 0.00% | +1,093+66.1% | Added |
| Bellecapital International Ltd. | 2,753 | $201.5K | 0.04% | +2,753 | New |
| Opal Wealth Advisors, LLC | 2,761 | $202.1K | 0.06% | +752+37.4% | Added |
| Silver Lake Advisory, LLC | 2,787 | $204.0K | 0.09% | +2,787 | New |
| Morton Capital Management LLC | 2,794 | $204.5K | 0.04% | +2,794 | New |
| Marathon Capital Management | 2,807 | $205.5K | 0.05% | −1,121−28.5% | Reduced |
| Bingham Private Wealth, LLC | 2,808 | $205.5K | 0.20% | +2,808 | New |
| PFG Advisors | 2,817 | $206.2K | 0.01% | +2,817 | New |
| MBL Wealth, LLC | 2,830 | $207.1K | 0.02% | +2,830 | New |
| Confluence Wealth Services, Inc. | 2,836 | $207.6K | 0.01% | +2,836 | New |
| OneAscent Financial Services LLC | 2,835 | $210.0K | 0.01% | +2,835 | New |
| CTC Alternative Strategies, Ltd. | 2,900 | $212.3K | 0.19% | −2,100−42.0% | Reduced |
| Oppenheimer Asset Management Inc. | 2,900 | $212.3K | 0.00% | +2,900 | New |
| Alhambra Investment Partners LLC | 2,900 | $212.3K | 0.11% | +2,900 | New |
| Fiduciary Alliance LLC | 2,902 | $212.4K | 0.02% | +2,902 | New |
| Cullen Investment Group, Ltd. | 2,903 | $212.5K | 0.03% | +2,903 | New |
| Baxter Bros Inc | 2,913 | $213.2K | 0.03% | +2,913 | New |
| Riggs Asset Managment Co. Inc. | 2,920 | $213.7K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,922 | $213.9K | 0.10% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,933 | $214.7K | 0.06% | −150−4.9% | Reduced |
| Kovack Advisors, Inc. | 2,935 | $214.8K | 0.02% | +2,935 | New |
| Hamilton Capital, LLC | 2,939 | $215.1K | 0.01% | +2,939 | New |
| East Coast Asset Management, LLC. | 2,940 | $215.2K | 0.07% | +2,940 | New |
| Quantum Private Wealth, LLC | 2,943 | $215.4K | 0.07% | −20,403−87.4% | Reduced |
| Aurdan Capital Management, LLC | 2,943 | $215.4K | 0.07% | +2,943 | New |
| Cascade Financial Partners, LLC | 2,947 | $215.7K | 0.03% | +2,947 | New |
| Armstrong, Fleming & Moore, Inc | 2,950 | $215.9K | 0.12% | +2,950 | New |
| IFG Advisory, LLC | 2,971 | $217.4K | 0.01% | +2,971 | New |
| MQS Management LLC | 2,977 | $217.9K | 0.12% | +2,977 | New |
| Spears Abacus Advisors LLC | 2,986 | $218.5K | 0.00% | +2,986 | New |
| Stone Run Capital, LLC | 3,000 | $219.6K | 0.09% | +3,000 | New |
| Promethium Advisors,llc | 3,000 | $219.6K | 0.13% | +3,000 | New |
| SOL Capital Management CO | 3,015 | $221.0K | 0.02% | +3,015 | New |
| WoodTrust Financial Corp | 3,040 | $222.0K | 0.03% | +3,040 | New |
| Elevate Wealth Advisory, Inc | 3,042 | $222.6K | 0.16% | +3,042 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,063 | $224.0K | 0.07% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 3,068 | $224.5K | 0.03% | +3,068 | New |
| Wingate Wealth Advisors, Inc. | 3,071 | $224.8K | 0.20% | +3,071 | New |
| Hummer Financial Advisory Services Inc | 3,076 | $225.1K | 0.17% | +3,076 | New |
| Burke & Herbert Bank & Trust Co | 3,078 | $225.3K | 0.05% | +3,078 | New |
| Ronald Blue Trust, Inc. | 3,089 | $226.1K | 0.00% | −30−1.0% | Reduced |
| Money Concepts Capital Corp | 3,093 | $226.4K | 0.02% | +3,093 | New |
| Coastal Bridge Advisors, LLC | 3,096 | $226.6K | 0.02% | +3,096 | New |
| Baker Boyer National Bank | 3,107 | $227.4K | 0.08% | +3,107 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,109 | $227.6K | 0.03% | +3,109 | New |
| Associated Banc-Corp | 3,110 | $227.6K | 0.01% | +3,110 | New |
| Navellier & Associates Inc | 3,110 | $227.6K | 0.03% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 3,112 | $227.8K | 0.13% | +3,112 | New |
| Capital Investment Counsel, Inc | 3,122 | $228.5K | 0.03% | +3,122 | New |
| Formidable Asset Management, LLC | 3,609 | $228.8K | 0.04% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,126 | $229.0K | 0.01% | +3,126 | New |
| Costello Asset Management, INC | 3,153 | $230.8K | 0.09% | +127+4.2% | Added |
| Edgemoor Investment Advisors, Inc. | 3,158 | $231.1K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,160 | $231.2K | 0.04% | +3,160 | New |
| Godshalk Welsh Capital Management, Inc. | 3,175 | $232.4K | 0.14% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,179 | $232.7K | 0.07% | −26−0.8% | Reduced |
| Everpar Advisors LLC | 3,198 | $234.1K | 0.11% | +3,198 | New |
| Pinnacle Financial Partners Inc | 3,199 | $234.1K | 0.00% | −581−15.4% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $234.2K | 0.00% | −468,100−99.3% | Reduced |
| First Financial Bankshares Inc | 3,200 | $234.2K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,200 | $234.2K | 0.18% | 00.0% | Unchanged |
| Plancorp, LLC | 3,212 | $235.1K | 0.01% | −13−0.4% | Reduced |
| Whalerock Point Partners, LLC | 3,214 | $235.2K | 0.05% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 3,216 | $235.4K | 0.00% | −1,262−28.2% | Reduced |
| Main Street Financial Solutions, LLC | 3,221 | $235.8K | 0.02% | −233−6.7% | Reduced |
| Isthmus Partners, LLC | 3,225 | $236.0K | 0.03% | +3,225 | New |
| Joel Isaacson & Co., LLC | 3,244 | $237.4K | 0.01% | −202−5.9% | Reduced |
| Mairs & Power Inc | 3,246 | $237.6K | 0.00% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,253 | $238.1K | 0.05% | −282−8.0% | Reduced |
| Sage Mountain Advisors LLC | 3,255 | $238.2K | 0.02% | −317−8.9% | Reduced |
| FRG Family Wealth Advisors LLC | 3,259 | $238.5K | 0.04% | +10+0.3% | Added |
| Ashton Thomas Private Wealth, LLC | 3,263 | $238.8K | 0.01% | +3,263 | New |
| Embree Financial Group | 3,265 | $238.9K | 0.04% | +3,265 | New |
| Addison Advisors LLC | 3,265 | $239.0K | 0.06% | +4+0.1% | Added |
| Adirondack Trust Co | 3,268 | $239.2K | 0.09% | −660−16.8% | Reduced |
| Apella Capital, LLC | 3,208 | $239.4K | 0.01% | +3,208 | New |
| Pines Wealth Management, LLC | 3,175 | $240.2K | 0.08% | +3,175 | New |
| Harold Davidson & Associates Inc. | 3,304 | $241.8K | 0.16% | −225−6.4% | Reduced |
| Smithfield Trust Co | 3,325 | $242.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,168 | $243.2K | 0.04% | +3,168 | New |
| MONECO Advisors, LLC | 3,351 | $245.2K | 0.02% | −273−7.5% | Reduced |
| ICONIQ Capital, LLC | 3,354 | $245.5K | 0.00% | −2,590−43.6% | Reduced |
| Wynn Capital, LLC | 3,363 | $246.1K | 0.13% | −25−0.7% | Reduced |