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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 3,387 | $247.9K | 0.01% | −9−0.3% | Reduced |
| Ewa, LLC | 3,388 | $247.9K | 0.08% | −102−2.9% | Reduced |
| DRW Securities, LLC | 3,400 | $248.8K | 0.02% | −8,540−71.5% | Reduced |
| Strengthening Families & Communities, LLC | 3,406 | $249.3K | 0.14% | +10+0.3% | Added |
| Aaron Wealth Advisors | 3,423 | $250.5K | 0.03% | +3,423 | New |
| Phillips Wealth Planners LLC | 3,349 | $250.8K | 0.23% | −66−1.9% | Reduced |
| Heritage Investment Group, Inc. | 3,427 | $250.8K | 0.04% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 3,433 | $251.3K | 0.10% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 3,438 | $251.6K | 0.12% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 3,450 | $252.5K | 0.14% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,479 | $254.6K | 0.01% | −220−5.9% | Reduced |
| Aberdeen Wealth Management LLC | 3,500 | $256.2K | 0.17% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,504 | $256.4K | 0.04% | −68−1.9% | Reduced |
| Journey Strategic Wealth LLC | 3,516 | $257.3K | 0.01% | +3,516 | New |
| First Affirmative Financial Network | 3,537 | $258.9K | 0.13% | −367−9.4% | Reduced |
| Boltwood Capital Management | 3,561 | $260.6K | 0.07% | +3,561 | New |
| Code Waechter LLC | 3,572 | $261.4K | 0.19% | +189+5.6% | Added |
| Sittner & Nelson, LLC | 3,587 | $262.5K | 0.11% | +300+9.1% | Added |
| Penserra Capital Management LLC | 3,611 | $263.0K | 0.00% | −4,569−55.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,600 | $263.5K | 0.03% | −338−8.6% | Reduced |
| Equitable Trust Co | 3,600 | $263.5K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,603 | $263.7K | 0.02% | +3,603 | New |
| Quent Capital, LLC | 3,604 | $263.8K | 0.03% | −190−5.0% | Reduced |
| L2 Asset Management, LLC | 3,606 | $263.9K | 0.04% | +16+0.4% | Added |
| Acropolis Investment Management, LLC | 3,624 | $265.3K | 0.01% | −15−0.4% | Reduced |
| Northstar Asset Management LLC | 3,632 | $265.8K | 0.06% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,634 | $266.0K | 0.07% | −200−5.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,661 | $267.9K | 0.02% | +63+1.8% | Added |
| Patton Fund Management, Inc. | 3,667 | $268.4K | 0.06% | +3,667 | New |
| Capital City Trust Co | 3,674 | $268.9K | 0.07% | −152−4.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,674 | $268.9K | 0.02% | −4−0.1% | Reduced |
| Heritage Trust Co | 3,678 | $269.2K | 0.03% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,688 | $269.9K | 0.02% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,694 | $270.4K | 0.01% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,377 | $271.8K | 0.03% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 3,726 | $272.7K | 0.12% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,738 | $273.6K | 0.02% | −722−16.2% | Reduced |
| CPA Asset Management LLC | 3,740 | $273.7K | 0.12% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,741 | $273.8K | 0.01% | +3,741 | New |
| Cooper Financial Group | 3,750 | $274.5K | 0.03% | −211−5.3% | Reduced |
| Parcion Private Wealth LLC | 3,752 | $274.6K | 0.02% | +52+1.4% | Added |
| Aries Wealth Management | 3,760 | $275.2K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 3,762 | $275.3K | 0.12% | −106−2.7% | Reduced |
| Broadwater Capital Management LLC | 275,853 | $275.9K | 0.21% | +272,084+7,219.0% | Added |
| MBB Public Markets I LLC | 3,770 | $275.9K | 0.03% | −889−19.1% | Reduced |
| Buckingham Strategic Partners | 3,776 | $276.2K | 0.00% | +3,776 | New |
| TownSquare Capital, LLC | 3,782 | $276.8K | 0.03% | −15,985−80.9% | Reduced |
| Todd Asset Management LLC | 3,785 | $277.0K | 0.01% | 00.0% | Unchanged |
| Davidson Trust Co | 3,799 | $278.0K | 0.13% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,799 | $278.0K | 0.17% | +3,799 | New |
| Sterling Capital Management LLC | 3,803 | $278.3K | 0.00% | +153+4.2% | Added |
| Independence Bank of Kentucky | 3,806 | $278.6K | 0.04% | −150−3.8% | Reduced |
| Belpointe Asset Management LLC | 3,807 | $278.7K | 0.01% | +3,807 | New |
| Madison Wealth Partners, Inc | 3,813 | $279.1K | 0.06% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3,847 | $281.5K | 0.02% | +321+9.1% | Added |
| Relyea Zuckerberg Hanson LLC | 3,855 | $282.1K | 0.03% | −13−0.3% | Reduced |
| Cardinal Capital Management, Inc. | 3,860 | $282.5K | 0.01% | +3,860 | New |
| Fukoku Mutual Life Insurance Co | 3,889 | $284.6K | 0.02% | −907−18.9% | Reduced |
| Osborne Partners Capital Management, LLC | 3,908 | $286.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,909 | $286.1K | 0.04% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 3,942 | $288.5K | 0.00% | +3,942 | New |
| Montis Financial, LLC | 3,946 | $288.8K | 0.08% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,947 | $288.9K | 0.06% | −79−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 3,937 | $289.0K | 0.01% | −179−4.3% | Reduced |
| BIP Wealth, LLC | 3,952 | $289.3K | 0.02% | +22+0.6% | Added |
| Abacus Wealth Partners, LLC | 3,982 | $291.4K | 0.04% | +165+4.3% | Added |
| Bath Savings Trust Co | 3,997 | $292.5K | 0.03% | +47+1.2% | Added |
| One Wealth Advisors, LLC | 3,998 | $292.6K | 0.04% | +600+17.7% | Added |
| MSH Capital Advisors LLC | 4,000 | $292.8K | 0.08% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,001 | $292.8K | 0.04% | +12+0.3% | Added |
| Cohen & Steers, Inc. | 4,000 | $293.0K | 0.00% | +1,000+33.3% | Added |
| Moss Adams Wealth Advisors LLC | 4,005 | $293.1K | 0.03% | −278−6.5% | Reduced |
| Round Rock Advisors, LLC | 4,013 | $293.7K | 0.05% | −15−0.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,014 | $293.8K | 0.03% | +20+0.5% | Added |
| Plan A Wealth LLC | 4,017 | $294.0K | 0.17% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,021 | $294.3K | 0.05% | +284+7.6% | Added |
| Koshinski Asset Management, Inc. | 4,029 | $294.9K | 0.02% | +566+16.3% | Added |
| First Foundation Advisors | 4,031 | $295.0K | 0.01% | +4,031 | New |
| Catalyst Financial Partners LLC | 4,043 | $295.9K | 0.03% | +215+5.6% | Added |
| D'Orazio & Associates, Inc. | 4,044 | $296.0K | 0.04% | +20.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,051 | $296.0K | 0.03% | +7+0.2% | Added |
| Carter Financial Group, INC. | 4,045 | $296.0K | 0.19% | +4,045 | New |
| Waldron Private Wealth LLC | 4,047 | $296.2K | 0.01% | −209−4.9% | Reduced |
| Larson Financial Group LLC | 4,057 | $296.9K | 0.01% | +986+32.1% | Added |
| Massmutual Trust Co FSB | 4,065 | $297.5K | 0.01% | −713−14.9% | Reduced |
| Nwam LLC | 4,313 | $298.7K | 0.02% | +379+9.6% | Added |
| One Charles Private Wealth Services, LLC | 4,084 | $298.9K | 0.08% | +566+16.1% | Added |
| Baker Avenue Asset Management, LP | 4,108 | $300.7K | 0.01% | −574−12.3% | Reduced |
| Modern Wealth Management, LLC | 4,111 | $300.9K | 0.01% | +4,111 | New |
| Heritage Wealth Management, Inc. | 4,146 | $303.4K | 0.10% | −800−16.2% | Reduced |
| TigerOak Management, L.L.C. | 4,167 | $305.0K | 0.10% | −15−0.4% | Reduced |
| Boston Private Wealth LLC | 4,168 | $305.1K | 0.02% | −8,209−66.3% | Reduced |
| Chicago Trust Co NA | 4,189 | $306.6K | 0.04% | +100+2.4% | Added |
| TFC Financial Management | 4,189 | $306.6K | 0.04% | −4−0.1% | Reduced |
| Radnor Capital Management, LLC | 4,192 | $307.0K | 0.05% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,219 | $308.8K | 0.14% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,228 | $309.5K | 0.01% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 4,231 | $309.7K | 0.00% | −30−0.7% | Reduced |
| FIL Ltd | 4,259 | $311.7K | 0.00% | +4,259 | New |
| Northeast Financial Consultants Inc | 4,270 | $312.5K | 0.01% | +469+12.3% | Added |