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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 4,275 | $312.9K | 0.12% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 4,283 | $313.5K | 0.05% | +20.0% | Added |
| Legacy Bridge, LLC | 4,303 | $314.9K | 0.15% | −30−0.7% | Reduced |
| Northwest Financial Advisors | 4,309 | $315.4K | 0.44% | +13+0.3% | Added |
| Sentry LLC | 4,310 | $315.4K | 0.06% | −100−2.3% | Reduced |
| Grandfield & Dodd, LLC | 4,328 | $316.8K | 0.02% | 00.0% | Unchanged |
| Retireful, LLC | 4,337 | $317.4K | 0.22% | +4,337 | New |
| Northwest Bancshares, Inc. | 4,341 | $317.7K | 0.06% | −460−9.6% | Reduced |
| Sheets Smith Wealth Management | 4,343 | $317.8K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,353 | $318.6K | 0.02% | +623+16.7% | Added |
| AA Financial Advisors, LLC | 4,363 | $319.3K | 0.07% | +606+16.1% | Added |
| Groesbeck Investment Management Corp | 4,373 | $320.0K | 0.56% | −1,663−27.6% | Reduced |
| Stevens Capital Management LP | 4,375 | $320.0K | 0.09% | +535+13.9% | Added |
| Freedom Day Solutions, LLC | 4,402 | $322.2K | 0.10% | −10.0% | Reduced |
| Townsend & Associates, Inc | 4,004 | $323.3K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,463 | $326.6K | 0.12% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,480 | $327.9K | 0.04% | +10.0% | Added |
| Procyon Private Wealth Partners, LLC | 4,489 | $328.6K | 0.03% | −1,074−19.3% | Reduced |
| Thomasville National Bank | 4,512 | $330.2K | 0.02% | −68−1.5% | Reduced |
| Childress Capital Advisors, LLC | 4,518 | $330.7K | 0.08% | +60+1.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 4,543 | $331.5K | 0.22% | −6−0.1% | Reduced |
| Ritholtz Wealth Management | 4,539 | $332.2K | 0.01% | +571+14.4% | Added |
| Smartleaf Asset Management LLC | 4,510 | $332.3K | 0.03% | −1,246−21.6% | Reduced |
| Silicon Valley Capital Partners | 4,545 | $332.6K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,550 | $333.0K | 0.14% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,561 | $333.8K | 0.10% | +4,561 | New |
| Angeles Wealth Management, LLC | 4,563 | $334.0K | 0.02% | −49−1.1% | Reduced |
| Cambridge Advisors Inc. | 4,586 | $335.6K | 0.07% | −500−9.8% | Reduced |
| Sky-Mountain Capital Management, Inc. | 5,059 | $335.7K | 0.22% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,593 | $336.2K | 0.02% | −132−2.8% | Reduced |
| Berkshire Money Management, Inc. | 4,629 | $338.8K | 0.04% | +200+4.5% | Added |
| Parsonex Advisory Services, Inc. | 4,629 | $338.8K | 0.28% | +4,629 | New |
| Savvy Advisors, Inc. | 4,633 | $339.1K | 0.02% | +1,012+27.9% | Added |
| Challenger Wealth Management | 4,634 | $339.2K | 0.24% | +34+0.7% | Added |
| Conning Inc. | 4,662 | $341.2K | 0.01% | −239−4.9% | Reduced |
| Court Place Advisors, LLC | 4,664 | $341.4K | 0.11% | −175−3.6% | Reduced |
| Pure Financial Advisors, Inc. | 4,669 | $341.7K | 0.01% | +539+13.1% | Added |
| Newman Dignan & Sheerar, Inc. | 4,680 | $342.5K | 0.08% | 00.0% | Unchanged |
| Fire Capital Management LLC | 4,692 | $343.4K | 0.22% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 4,695 | $343.6K | 0.03% | −21−0.4% | Reduced |
| Paradigm Asset Management Co LLC | 4,700 | $344.0K | 0.08% | +3,200+213.3% | Added |
| Financial Engines Advisors L.L.C. | 4,703 | $344.0K | 0.00% | +161+3.5% | Added |
| Gitterman Wealth Management, LLC | 4,703 | $344.4K | 0.08% | +86+1.9% | Added |
| Ignite Planners, LLC | 4,499 | $344.8K | 0.06% | +1,106+32.6% | Added |
| SeaCrest Wealth Management, LLC | 4,731 | $346.3K | 0.04% | −914−16.2% | Reduced |
| Texas Yale Capital Corp. | 4,738 | $346.8K | 0.01% | +520+12.3% | Added |
| Level Four Advisory Services, LLC | 4,738 | $346.8K | 0.01% | −130−2.7% | Reduced |
| Crawford Investment Counsel Inc | 4,747 | $347.4K | 0.01% | +240+5.3% | Added |
| Endowment Wealth Management, Inc. | 4,762 | $348.5K | 0.18% | −148−3.0% | Reduced |
| GM Advisory Group, Inc. | 4,765 | $348.8K | 0.02% | +4,765 | New |
| Ridgewood Investments LLC | 4,784 | $350.1K | 0.15% | +3,065+178.3% | Added |
| New Hampshire Trust | 4,785 | $350.2K | 0.07% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 4,844 | $354.5K | 0.18% | −116−2.3% | Reduced |
| Manchester Capital Management LLC | 4,854 | $355.3K | 0.05% | −354−6.8% | Reduced |
| Stratos Wealth Advisors, LLC | 4,865 | $356.1K | 0.02% | +20.0% | Added |
| Central Pacific Bank - Trust Division | 4,870 | $356.4K | 0.05% | −414−7.8% | Reduced |
| Anchor Investment Management, LLC | 4,873 | $356.7K | 0.03% | −849−14.8% | Reduced |
| GSB Wealth Management, LLC | 4,882 | $357.3K | 0.09% | +8+0.2% | Added |
| Northstar Financial Companies, Inc. | 4,902 | $358.8K | 0.37% | −158−3.1% | Reduced |
| Valmark Advisers, Inc. | 4,906 | $359.0K | 0.00% | +194+4.1% | Added |
| Colonial Trust Co | 4,932 | $361.0K | 0.05% | +34+0.7% | Added |
| Premier Path Wealth Partners, LLC | 4,963 | $363.2K | 0.05% | +578+13.2% | Added |
| CWA Asset Management Group, LLC | 4,973 | $364.0K | 0.02% | +725+17.1% | Added |
| Journey Advisory Group, LLC | 4,975 | $364.1K | 0.03% | +425+9.3% | Added |
| New England Capital Financial Advisors LLC | 4,976 | $364.2K | 0.17% | +10+0.2% | Added |
| Howard Capital Management Inc. | 4,988 | $365.1K | 0.01% | −45−0.9% | Reduced |
| Northeast Investment Management | 4,989 | $365.1K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,992 | $365.4K | 0.01% | −71−1.4% | Reduced |
| Stock Yards Bank & Trust Co | 4,996 | $365.7K | 0.01% | −85−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 4,999 | $365.9K | 0.02% | +3+0.1% | Added |
| LGT Group Foundation | 5,000 | $365.9K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 5,000 | $366.0K | 0.07% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 5,005 | $366.3K | 0.01% | −1,821−26.7% | Reduced |
| Sterling Financial Planning, Inc. | 5,027 | $367.9K | 0.12% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 5,036 | $368.6K | 0.16% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 5,041 | $369.0K | 0.01% | +248+5.2% | Added |
| Founders Capital Management, LLC | 5,050 | $369.6K | 0.06% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,061 | $370.4K | 0.16% | −25−0.5% | Reduced |
| Ted Buchan & Co | 5,070 | $371.1K | 0.15% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 5,086 | $372.2K | 0.12% | +5,086 | New |
| PKS Advisory Services, LLC | 5,098 | $373.1K | 0.09% | +173+3.5% | Added |
| DeDora Capital, Inc. | 5,118 | $374.6K | 0.10% | +5,118 | New |
| Peddock Capital Advisors, LLC | 5,160 | $377.7K | 0.09% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $378.2K | 0.30% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 5,180 | $379.2K | 0.03% | −103−1.9% | Reduced |
| Integrated Advisors Network LLC | 5,181 | $379.2K | 0.02% | +252+5.1% | Added |
| Arrow Financial Corp | 5,186 | $379.6K | 0.04% | −189−3.5% | Reduced |
| Pittenger & Anderson Inc | 5,205 | $381.0K | 0.01% | −185−3.4% | Reduced |
| Bridgewater Advisors Inc. | 5,337 | $382.5K | 0.03% | −20−0.4% | Reduced |
| Asset Dedication, LLC | 5,247 | $384.0K | 0.03% | −17−0.3% | Reduced |
| Rathbone Brothers plc | 5,257 | $384.8K | 0.00% | −1,664−24.0% | Reduced |
| AlTi Global, Inc. | 5,255 | $385.1K | 0.01% | +1,072+25.6% | Added |
| Wealthspire Advisors, LLC | 5,268 | $385.6K | 0.00% | +592+12.7% | Added |
| Wolverine Trading, LLC | 5,240 | $386.0K | 0.01% | +1,684+47.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,281 | $386.5K | 0.01% | +420+8.6% | Added |
| Venturi Wealth Management, LLC | 5,303 | $388.1K | 0.02% | −2,529−32.3% | Reduced |
| Sapient Capital LLC | 5,311 | $388.7K | 0.01% | −210−3.8% | Reduced |
| Interchange Capital Partners, LLC | 5,316 | $389.1K | 0.09% | +78+1.5% | Added |
| Equitable Holdings, Inc. | 5,329 | $390.0K | 0.00% | −449−7.8% | Reduced |
| LMCG Investments, LLC | 5,333 | $390.3K | 0.02% | −8−0.1% | Reduced |