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 |
|---|---|---|---|---|---|
| Center For Asset Management LLC | 5,727 | $390.8K | 0.24% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 5,339 | $390.8K | 0.11% | 00.0% | Unchanged |
| Agf Management Ltd | 5,347 | $391.3K | 0.00% | −3,153−37.1% | Reduced |
| Compass Capital Corp | 5,152 | $391.7K | 0.18% | −2,398−31.8% | Reduced |
| Ancora Advisors, LLC | 5,391 | $394.5K | 0.01% | −57−1.0% | Reduced |
| Franklin Street Advisors Inc | 5,411 | $396.0K | 0.02% | −750−12.2% | Reduced |
| Philadelphia Trust Co | 5,411 | $396.0K | 0.03% | 00.0% | Unchanged |
| Maven Securities LTD | 5,450 | $398.9K | 0.10% | −8,459−60.8% | Reduced |
| Reuter James Wealth Management, LLC | 5,457 | $399.4K | 0.06% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,500 | $402.5K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 5,534 | $405.0K | 0.03% | +108+2.0% | Added |
| Horan Securities, Inc. | 5,540 | $405.5K | 0.14% | +3+0.1% | Added |
| KRS Capital Management, LLC | 5,548 | $406.0K | 0.27% | −271−4.7% | Reduced |
| Southeast Asset Advisors Inc. | 5,560 | $406.9K | 0.05% | +5,560 | New |
| Evergreen Capital Management LLC | 5,564 | $407.2K | 0.01% | −131−2.3% | Reduced |
| Colonial Trust Advisors | 5,573 | $407.9K | 0.03% | −100−1.8% | Reduced |
| Washington Trust Advisors, Inc. | 5,579 | $408.3K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,590 | $409.1K | 0.20% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 5,606 | $410.3K | 0.08% | +597+11.9% | Added |
| Tyche Wealth Partners LLC | 5,610 | $410.6K | 0.08% | +10.0% | Added |
| Principal Street Partners, LLC | 5,634 | $412.4K | 0.04% | +5,634 | New |
| First National Trust Co | 5,640 | $412.8K | 0.02% | −164−2.8% | Reduced |
| Two Sigma Securities, LLC | 5,640 | $412.8K | 0.05% | −1,869−24.9% | Reduced |
| EntryPoint Capital, LLC | 5,660 | $414.3K | 0.21% | −199−3.4% | Reduced |
| Global Retirement Partners, LLC | 5,707 | $417.7K | 0.01% | +5,707 | New |
| Dumont & Blake Investment Advisors LLC | 5,725 | $419.0K | 0.11% | +75+1.3% | Added |
| Robertson Stephens Wealth Management, LLC | 5,731 | $419.5K | 0.01% | −94−1.6% | Reduced |
| Teza Capital Management LLC | 5,735 | $419.7K | 0.31% | +5,735 | New |
| Laurion Capital Management LP | 5,736 | $419.8K | 0.05% | +5,736 | New |
| Leavell Investment Management, Inc. | 5,770 | $422.3K | 0.02% | −100−1.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,807 | $425.0K | 0.01% | +900+18.3% | Added |
| Miller Investment Management, LP | 5,840 | $427.4K | 0.04% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 5,846 | $427.9K | 0.18% | −250−4.1% | Reduced |
| Advisory Alpha, LLC | 5,853 | $428.4K | 0.01% | +594+11.3% | Added |
| McDonald Partners LLC | 5,854 | $428.5K | 0.10% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,856 | $428.6K | 0.03% | +94+1.6% | Added |
| Cornerstone Wealth Management, LLC | 5,856 | $428.6K | 0.03% | +4+0.1% | Added |
| Woodmont Investment Counsel LLC | 5,885 | $430.7K | 0.03% | −117−1.9% | Reduced |
| GKV Capital Management Co., Inc. | 5,900 | $431.8K | 0.19% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 5,911 | $432.6K | 0.03% | −1,216−17.1% | Reduced |
| Parkside Financial Bank & Trust | 5,913 | $432.8K | 0.05% | +2,297+63.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,929 | $433.7K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 5,938 | $434.6K | 0.10% | +25+0.4% | Added |
| Jump Financial, LLC | 5,945 | $435.1K | 0.01% | −8,664−59.3% | Reduced |
| Institute for Wealth Management, LLC. | 5,953 | $435.7K | 0.05% | −41−0.7% | Reduced |
| S.A. Mason LLC | 5,982 | $437.8K | 0.21% | −73−1.2% | Reduced |
| Atlantic Trust, LLC | 5,994 | $438.7K | 0.08% | +748+14.3% | Added |
| Systematic Financial Management LP | 6,000 | $439.1K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 6,000 | $439.1K | 0.06% | 00.0% | Unchanged |
| Bleichroeder LP | 6,000 | $439.1K | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,013 | $440.0K | 0.18% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,006 | $440.0K | 0.03% | +781+14.9% | Added |
| Chemung Canal Trust Co | 6,022 | $440.8K | 0.09% | −924−13.3% | Reduced |
| Fractal Investments LLC | 6,030 | $441.3K | 0.06% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,053 | $443.0K | 0.04% | −30−0.5% | Reduced |
| Essex Savings Bank | 6,058 | $443.4K | 0.11% | −400−6.2% | Reduced |
| Basepoint Wealth LLC | 6,093 | $446.0K | 0.34% | +135+2.3% | Added |
| LCM Capital Management Inc | 6,099 | $446.4K | 0.23% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 6,094 | $446.8K | 0.12% | +83+1.4% | Added |
| Mystic Asset Management, Inc. | 6,109 | $447.1K | 0.11% | −100−1.6% | Reduced |
| TCG Advisory Services, LLC | 6,122 | $448.1K | 0.02% | +1,022+20.0% | Added |
| MEMBERS Trust Co | 6,143 | $449.6K | 0.02% | −55−0.9% | Reduced |
| Stonebridge Capital Advisors LLC | 6,155 | $450.5K | 0.03% | −350−5.4% | Reduced |
| Aull & Monroe Investment Management Corp | 6,183 | $452.5K | 0.24% | −2,600−29.6% | Reduced |
| Geneos Wealth Management Inc. | 6,186 | $452.8K | 0.01% | +2,254+57.3% | Added |
| Hills Bank & Trust Co | 6,197 | $453.6K | 0.03% | +3,409+122.3% | Added |
| Azimuth Capital Investment Management LLC | 6,206 | $454.2K | 0.02% | −100−1.6% | Reduced |
| Atlantic Union Bankshares Corp | 6,240 | $456.7K | 0.01% | +2,638+73.2% | Added |
| Midwest Trust Co | 6,246 | $457.1K | 0.01% | +6,246 | New |
| Marco Investment Management LLC | 6,256 | $457.9K | 0.04% | 00.0% | Unchanged |
| Foster & Motley Inc | 6,258 | $458.0K | 0.03% | −138−2.2% | Reduced |
| Keynote Financial Services LLC | 6,265 | $458.6K | 0.31% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,268 | $458.8K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 6,268 | $458.8K | 0.15% | +6,268 | New |
| Berkshire Asset Management LLC | 6,280 | $459.6K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,286 | $460.1K | 0.03% | −50−0.8% | Reduced |
| Ransom Advisory, Ltd | 6,304 | $461.4K | 0.22% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,308 | $461.7K | 0.05% | −590−8.6% | Reduced |
| Robinson Smith Wealth Advisors LLC | 6,349 | $464.7K | 0.37% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 6,371 | $466.3K | 0.02% | +389+6.5% | Added |
| Founders Financial Securities LLC | 6,387 | $467.4K | 0.04% | +10.0% | Added |
| Triangle Securities Wealth Management | 6,393 | $467.9K | 0.12% | −1,500−19.0% | Reduced |
| Hudson Bay Capital Management LP | 6,439 | $471.3K | 0.00% | −18,720−74.4% | Reduced |
| Breakwater Capital Group | 6,442 | $471.5K | 0.08% | +2,176+51.0% | Added |
| Wilson & Boucher Capital Management, LLC | 6,448 | $471.9K | 0.33% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6,500 | $475.7K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 6,523 | $477.4K | 0.02% | −49−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,525 | $477.6K | 0.09% | +179+2.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,530 | $477.9K | 0.00% | +4,314+194.7% | Added |
| Wealthcare Advisory Partners LLC | 6,533 | $478.2K | 0.01% | −82−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 6,538 | $478.5K | 0.02% | +1,568+31.5% | Added |
| First Bank & Trust | 6,539 | $478.6K | 0.09% | +1,411+27.5% | Added |
| SCS Capital Management LLC | 6,547 | $479.1K | 0.01% | +403+6.6% | Added |
| Malaga Cove Capital, LLC | 6,548 | $479.2K | 0.19% | −400−5.8% | Reduced |
| Washington Trust Co | 6,548 | $479.2K | 0.02% | −53−0.8% | Reduced |
| Meridian Wealth Management, LLC | 6,555 | $479.8K | 0.02% | +285+4.5% | Added |
| Cardinal Point Capital Management, ULC | 6,560 | $480.1K | 0.04% | +6,560 | New |
| Transcend Wealth Collective, LLC | 6,570 | $480.9K | 0.04% | −771−10.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,570 | $480.9K | 0.03% | +1,597+32.1% | Added |
| Howland Capital Management LLC | 6,578 | $481.4K | 0.02% | +800+13.8% | Added |