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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 9,334 | $683.2K | 0.03% | +114+1.2% | Added |
| Verdence Capital Advisors LLC | 9,349 | $684.3K | 0.05% | −7−0.1% | Reduced |
| International Assets Investment Management, LLC | 9,357 | $684.9K | 0.06% | −81−0.9% | Reduced |
| First Horizon Advisors, Inc. | 9,363 | $685.3K | 0.02% | +2,174+30.2% | Added |
| Spirepoint Private Client, LLC | 9,370 | $685.8K | 0.08% | −28−0.3% | Reduced |
| 1st Source Bank | 9,371 | $685.9K | 0.04% | +488+5.5% | Added |
| Fiduciary Group LLC | 9,373 | $686.0K | 0.06% | −200−2.1% | Reduced |
| Prospera Financial Services Inc | 9,456 | $692.6K | 0.01% | −138−1.4% | Reduced |
| Campbell Newman Asset Management Inc | 9,488 | $694.4K | 0.06% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 9,505 | $695.7K | 0.06% | +1,440+17.9% | Added |
| Carret Asset Management, LLC | 9,506 | $695.7K | 0.07% | 00.0% | Unchanged |
| Riverwater Partners LLC | 9,569 | $700.4K | 0.33% | −14−0.1% | Reduced |
| First Citizens Bank & Trust Co | 9,594 | $702.2K | 0.01% | −1,021−9.6% | Reduced |
| Connable Office Inc | 9,687 | $709.0K | 0.07% | +9,687 | New |
| KCM Investment Advisors LLC | 9,705 | $710.3K | 0.02% | +21+0.2% | Added |
| Beck Mack & Oliver LLC | 9,729 | $712.1K | 0.01% | +350+3.7% | Added |
| Brighton Jones LLC | 9,730 | $712.1K | 0.02% | +427+4.6% | Added |
| Rialto Wealth Management, LLC | 9,763 | $714.6K | 0.20% | −64−0.7% | Reduced |
| NewEdge Wealth, LLC | 10,859 | $720.6K | 0.01% | +5,236+93.1% | Added |
| Laurel Wealth Advisors LLC | 9,860 | $721.7K | 0.11% | +95+1.0% | Added |
| Guggenheim Capital LLC | 9,903 | $724.8K | 0.01% | +561+6.0% | Added |
| Gifford Fong Associates | 10,000 | $732.0K | 0.17% | 00.0% | Unchanged |
| Busey Wealth Management | 10,011 | $732.7K | 0.02% | −788−7.3% | Reduced |
| First Western Trust Bank | 10,018 | $733.2K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,051 | $735.6K | 0.03% | +1,626+19.3% | Added |
| Arkadios Wealth Advisors | 10,062 | $736.4K | 0.02% | +884+9.6% | Added |
| Forte Capital LLC | 10,107 | $739.8K | 0.08% | −24−0.2% | Reduced |
| Bull Street Advisors, LLC | 10,176 | $745.0K | 0.36% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 10,187 | $745.6K | 0.01% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 10,206 | $747.0K | 0.04% | −1,761−14.7% | Reduced |
| Resources Management Corp | 10,206 | $747.0K | 0.10% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,209 | $747.2K | 0.01% | −287−2.7% | Reduced |
| Graypoint LLC | 10,242 | $749.6K | 0.04% | −618−5.7% | Reduced |
| Silver Oak Securities, Inc | 10,265 | $751.3K | 0.06% | +20.0% | Added |
| Private Wealth Asset Management, LLC | 10,269 | $751.6K | 0.10% | −53−0.5% | Reduced |
| GeoWealth Management, LLC | 10,329 | $756.0K | 0.03% | +1,326+14.7% | Added |
| Nautilus Advisors LLC | 10,452 | $764.9K | 0.56% | −363−3.4% | Reduced |
| Simmons Bank | 10,452 | $765.0K | 0.05% | −120−1.1% | Reduced |
| FSM Wealth Advisors, LLC | 10,285 | $767.7K | 0.12% | +2,972+40.6% | Added |
| Compass Wealth Management LLC | 10,550 | $772.2K | 0.18% | +40.0% | Added |
| Sagespring Wealth Partners, LLC | 10,627 | $777.8K | 0.02% | −80−0.7% | Reduced |
| 111 Capital | 10,651 | $779.5K | 0.13% | −7,970−42.8% | Reduced |
| Burns J W & Co Inc | 10,655 | $779.8K | 0.09% | −102−0.9% | Reduced |
| Ledyard National Bank | 10,668 | $780.8K | 0.07% | −562−5.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,687 | $782.1K | 0.06% | −949−8.2% | Reduced |
| Mather Group, LLC. | 10,737 | $785.8K | 0.01% | −910−7.8% | Reduced |
| Milestone Asset Management Group, LLC | 10,745 | $786.4K | 0.58% | +10.0% | Added |
| Versor Investments LP | 10,800 | $790.5K | 0.14% | +5,947+122.5% | Added |
| Pitcairn Co | 10,826 | $792.4K | 0.05% | −4,398−28.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,834 | $793.0K | 0.06% | −330−3.0% | Reduced |
| Resonant Capital Advisors, LLC | 10,866 | $795.3K | 0.05% | +803+8.0% | Added |
| Schonfeld Strategic Advisors LLC | 10,898 | $797.6K | 0.01% | −82,987−88.4% | Reduced |
| Farther Finance Advisors, LLC | 10,943 | $800.9K | 0.02% | +1,279+13.2% | Added |
| Ausdal Financial Partners, Inc. | 10,992 | $804.5K | 0.05% | +26+0.2% | Added |
| Great Diamond Partners, LLC | 11,012 | $806.0K | 0.17% | +11,012 | New |
| AE Wealth Management LLC | 11,023 | $806.8K | 0.01% | +2,264+25.8% | Added |
| IHT Wealth Management, LLC | 11,060 | $809.5K | 0.02% | +695+6.7% | Added |
| Private Trust Co NA | 11,074 | $810.5K | 0.08% | −130−1.2% | Reduced |
| Capstone Investment Advisors, LLC | 11,085 | $811.3K | 0.01% | +3,479+45.7% | Added |
| Hartford Financial Management Inc. | 11,086 | $811.4K | 0.22% | −11,288−50.5% | Reduced |
| Independent Advisor Alliance | 11,161 | $816.9K | 0.02% | −322−2.8% | Reduced |
| Baldwin Investment Management, LLC | 11,240 | $822.7K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 11,248 | $823.3K | 0.31% | −10.0% | Reduced |
| Meridian Management Co | 12,000 | $823.4K | 0.23% | 00.0% | Unchanged |
| Scotia Capital Inc. | 11,261 | $824.1K | 0.00% | −1,337−10.6% | Reduced |
| Dover Advisors, LLC | 11,312 | $827.9K | 0.36% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 11,425 | $836.2K | 0.42% | +7+0.1% | Added |
| Ascent Group, LLC | 11,450 | $838.1K | 0.03% | −165−1.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,459 | $838.7K | 0.02% | +328+2.9% | Added |
| Investment Advisory Services Inc | 11,470 | $839.5K | 0.28% | +1,488+14.9% | Added |
| Beck Capital Management, LLC | 11,481 | $840.3K | 0.21% | +373+3.4% | Added |
| Fieldview Capital Management, LLC | 11,490 | $841.0K | 0.13% | +11,490 | New |
| Columbia Asset Management | 11,576 | $847.2K | 0.17% | 00.0% | Unchanged |
| Tandem Financial, LLC | 11,626 | $850.9K | 0.80% | −178−1.5% | Reduced |
| Sawgrass Asset Management LLC | 11,644 | $852.2K | 0.10% | −859−6.9% | Reduced |
| Axq Capital, LP | 11,654 | $853.0K | 0.28% | +5,531+90.3% | Added |
| Magnetar Financial LLC | 11,689 | $855.5K | 0.00% | +11,689 | New |
| RFG Advisory, LLC | 11,698 | $856.2K | 0.02% | +1,443+14.1% | Added |
| Dynamic Technology Lab Private Ltd | 11,713 | $857.0K | 0.12% | −7,596−39.3% | Reduced |
| Zions Bancorporation, National Association | 11,733 | $858.7K | 0.05% | +9,938+553.6% | Added |
| Grimes & Company, Inc. | 11,758 | $860.6K | 0.02% | +45+0.4% | Added |
| RMB Capital Management, LLC | 11,861 | $868.1K | 0.02% | +11,861 | New |
| Freestone Capital Holdings, LLC | 11,882 | $869.6K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 12,083 | $884.4K | 0.05% | +150+1.3% | Added |
| Tower Bridge Advisors | 12,109 | $886.3K | 0.10% | −280−2.3% | Reduced |
| AlphaCore Capital LLC | 12,223 | $894.6K | 0.03% | +3,833+45.7% | Added |
| TCW Group Inc | 12,287 | $899.3K | 0.01% | +256+2.1% | Added |
| Plato Investment Management Ltd | 12,349 | $900.5K | 0.07% | +6,781+121.8% | Added |
| Rossmore Private Capital | 12,457 | $911.7K | 0.11% | +15+0.1% | Added |
| Benedict Financial Advisors Inc | 12,466 | $912.4K | 0.21% | −348−2.7% | Reduced |
| Avestar Capital, LLC | 12,570 | $920.0K | 0.07% | +725+6.1% | Added |
| Means Investment Co., Inc. | 12,617 | $923.4K | 0.09% | 00.0% | Unchanged |
| StoneX Group Inc. | 12,618 | $923.5K | 0.04% | −415−3.2% | Reduced |
| Werlinich Asset Management, LLC | 12,623 | $923.9K | 0.50% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12,755 | $933.5K | 0.05% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 12,775 | $935.0K | 0.03% | −86−0.7% | Reduced |
| Auto-Owners Insurance Co | 12,787 | $935.9K | 0.02% | +10,828+552.7% | Added |
| Tower Trust & Investment Co | 12,807 | $937.3K | 0.67% | +12,807 | New |
| Focus Financial Network, Inc. | 12,831 | $939.1K | 0.04% | +3,236+33.7% | Added |
| Texas Bank & Trust Co | 12,876 | $942.4K | 0.37% | 00.0% | Unchanged |