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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 6,578 | $481.5K | 0.01% | −132−2.0% | Reduced |
| General Partner, Inc. | 6,583 | $481.8K | 0.28% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,604 | $483.3K | 0.01% | +74+1.1% | Added |
| Old National Bancorp | 6,618 | $484.4K | 0.01% | −1,586−19.3% | Reduced |
| Americana Partners, LLC | 6,637 | $485.8K | 0.02% | +37+0.6% | Added |
| Farmers Trust Co | 6,650 | $486.7K | 0.09% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,650 | $486.7K | 0.08% | 00.0% | Unchanged |
| Invesco, LLC | 6,655 | $487.1K | 0.18% | −60−0.9% | Reduced |
| Argent Capital Management LLC | 6,660 | $487.4K | 0.01% | 00.0% | Unchanged |
| Athena Investment Management | 6,664 | $487.7K | 0.27% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 6,691 | $489.7K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,722 | $492.0K | 0.02% | −6,514−49.2% | Reduced |
| Red Door Wealth Management, LLC | 6,743 | $493.5K | 0.06% | +2,466+57.7% | Added |
| Farmers National Bank | 6,790 | $497.0K | 0.13% | 00.0% | Unchanged |
| Bailard, Inc. | 6,799 | $497.6K | 0.01% | −883−11.5% | Reduced |
| Enterprise Financial Services Corp | 6,801 | $497.8K | 0.27% | +129+1.9% | Added |
| Boston Family Office LLC | 6,800 | $498.0K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,811 | $498.5K | 0.03% | −334−4.7% | Reduced |
| First City Capital Management, Inc. | 6,812 | $498.6K | 0.29% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6,825 | $499.5K | 0.09% | −6−0.1% | Reduced |
| Csenge Advisory Group | 7,062 | $502.8K | 0.03% | +7,062 | New |
| Mengis Capital Management, Inc. | 6,901 | $505.1K | 0.11% | +6,901 | New |
| Hohimer Wealth Management, LLC | 6,904 | $505.3K | 0.09% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 6,987 | $511.4K | 0.09% | +2,803+67.0% | Added |
| Leonteq Securities AG | 7,125 | $521.5K | 0.03% | −511−6.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,130 | $521.8K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,142 | $522.3K | 0.01% | −192−2.6% | Reduced |
| LVW Advisors, LLC | 7,158 | $523.9K | 0.06% | +4+0.1% | Added |
| Sunbelt Securities, Inc. | 7,676 | $523.9K | 0.05% | +1,393+22.2% | Added |
| Spire Wealth Management | 7,186 | $525.9K | 0.02% | +100+1.4% | Added |
| Atomi Financial Group, Inc. | 7,204 | $527.3K | 0.02% | −90−1.2% | Reduced |
| Foundations Investment Advisors, LLC | 7,212 | $527.9K | 0.01% | +593+9.0% | Added |
| St Germain D J Co Inc | 7,236 | $529.6K | 0.02% | +528+7.9% | Added |
| Fruth Investment Management | 7,281 | $532.0K | 0.14% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,286 | $533.3K | 0.06% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 7,295 | $533.9K | 0.07% | +1,632+28.8% | Added |
| BSW Wealth Partners | 7,347 | $537.7K | 0.07% | −775−9.5% | Reduced |
| Bokf, NA | 7,354 | $538.2K | 0.01% | −745−9.2% | Reduced |
| Exencial Wealth Advisors, LLC | 7,401 | $541.7K | 0.02% | −4−0.1% | Reduced |
| Bard Financial Services, Inc. | 7,445 | $544.9K | 0.07% | −675−8.3% | Reduced |
| Piscataqua Savings Bank | 7,460 | $546.0K | 0.46% | −96−1.3% | Reduced |
| Adviser Investments LLC | 7,498 | $548.8K | 0.01% | +2,098+38.9% | Added |
| Chicago Partners Investment Group LLC | 6,914 | $550.4K | 0.02% | +859+14.2% | Added |
| Ameritas Investment Partners, Inc. | 7,525 | $550.8K | 0.02% | −169−2.2% | Reduced |
| Rockland Trust Co | 7,538 | $551.7K | 0.03% | −20−0.3% | Reduced |
| Fortune Financial Advisors, LLC | 7,566 | $553.8K | 0.45% | +809+12.0% | Added |
| Flow Traders U.S. LLC | 7,569 | $554.0K | 0.02% | +7,569 | New |
| Haverford Trust Co | 7,587 | $555.3K | 0.01% | −366−4.6% | Reduced |
| Atwood & Palmer Inc | 7,607 | $556.8K | 0.03% | 00.0% | Unchanged |
| Strategic Planning, Inc. | 7,611 | $557.1K | 0.33% | −36−0.5% | Reduced |
| Webster Bank, N. A. | 7,661 | $560.7K | 0.06% | −1,743−18.5% | Reduced |
| Courier Capital LLC | 7,682 | $562.2K | 0.03% | −250−3.2% | Reduced |
| Syon Capital LLC | 7,737 | $566.2K | 0.04% | +34+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 7,772 | $568.8K | 0.03% | −1,937−20.0% | Reduced |
| Financial Perspectives, Inc | 7,773 | $568.9K | 0.17% | +1,511+24.1% | Added |
| Integrity Alliance, LLC. | 7,820 | $572.3K | 0.03% | −5,744−42.3% | Reduced |
| Mission Wealth Management, LP | 7,834 | $573.4K | 0.01% | −226−2.8% | Reduced |
| TFG Advisers LLC | 7,862 | $575.4K | 0.20% | +17+0.2% | Added |
| Cookson Peirce & Co Inc | 7,891 | $577.5K | 0.03% | +7,891 | New |
| Cigna Investments Inc | 7,902 | $578.0K | 0.10% | −445−5.3% | Reduced |
| CFO4Life Group, LLC | 7,916 | $579.4K | 0.09% | −89−1.1% | Reduced |
| Proficio Capital Partners LLC | 7,961 | $582.6K | 0.04% | +345+4.5% | Added |
| SRS Capital Advisors, Inc. | 8,013 | $586.5K | 0.03% | +163+2.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,016 | $586.7K | 0.07% | −1,246−13.5% | Reduced |
| CX Institutional | 8,074 | $591.0K | 0.02% | −1,801−18.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,084 | $591.7K | 0.01% | −10−0.1% | Reduced |
| Alamea Verwaltungs GmbH | 8,106 | $593.3K | 0.45% | +89+1.1% | Added |
| Rodgers Brothers Inc. | 8,111 | $593.7K | 0.07% | +299+3.8% | Added |
| KG&L Capital Management,LLC | 8,820 | $595.1K | 0.18% | +4,984+129.9% | Added |
| Trust Co of Virginia | 8,188 | $599.3K | 0.05% | −1,290−13.6% | Reduced |
| Advisors Capital Management, LLC | 8,192 | $599.6K | 0.01% | −120−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,221 | $601.7K | 0.02% | −102,938−92.6% | Reduced |
| Pointe Capital Management LLC | 8,223 | $601.8K | 0.31% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 8,285 | $606.4K | 0.16% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 8,318 | $608.8K | 0.01% | +2,802+50.8% | Added |
| Pine Valley Investments Ltd Liability Co | 8,373 | $612.8K | 0.04% | +118+1.4% | Added |
| Keel Point, LLC | 8,468 | $619.8K | 0.04% | +1,135+15.5% | Added |
| Fidelis Capital Partners, LLC | 9,421 | $622.8K | 0.06% | +565+6.4% | Added |
| Country Club Bank | 8,458 | $623.1K | 0.04% | −21−0.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 8,542 | $625.2K | 0.19% | −357−4.0% | Reduced |
| Drexel Morgan & Co. | 8,578 | $627.8K | 0.11% | 00.0% | Unchanged |
| Quantessence Capital LLC | 8,579 | $627.9K | 0.18% | −23,021−72.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $629.4K | 0.18% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 8,603 | $629.7K | 0.08% | +184+2.2% | Added |
| Federated Hermes, Inc. | 8,639 | $632.3K | 0.00% | +6,677+340.3% | Added |
| Proffitt & Goodson Inc | 8,644 | $632.7K | 0.10% | +238+2.8% | Added |
| Atria Wealth Solutions, Inc. | 8,594 | $632.9K | 0.01% | −19,497−69.4% | Reduced |
| Fishman Jay A Ltd | 8,800 | $644.1K | 0.06% | −200−2.2% | Reduced |
| Gateway Wealth Partners, LLC | 8,803 | $644.3K | 0.12% | +79+0.9% | Added |
| Handelsbanken Fonder AB | 8,808 | $645.0K | 0.00% | −143−1.6% | Reduced |
| Sky Investment Group LLC | 8,819 | $645.5K | 0.11% | −10−0.1% | Reduced |
| Quest Partners LLC | 8,964 | $656.1K | 0.06% | +7,117+385.3% | Added |
| Cullinan Associates Inc | 9,000 | $658.7K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 9,041 | $661.7K | 0.21% | −69−0.8% | Reduced |
| Raiffeisen Bank International AG | 9,216 | $667.5K | 0.01% | −345−3.6% | Reduced |
| Forum Financial Management, LP | 9,166 | $670.8K | 0.01% | +561+6.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,169 | $671.1K | 0.00% | −8,675−48.6% | Reduced |
| Checchi Capital Advisers, LLC | 9,191 | $672.7K | 0.05% | +41+0.4% | Added |
| Prudent Man Advisors, LLC | 9,274 | $678.8K | 0.22% | −201−2.1% | Reduced |
| Moody National Bank Trust Division | 9,306 | $681.1K | 0.06% | −390−4.0% | Reduced |