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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 6,500 | $475.7K | 0.02% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 6,448 | $471.9K | 0.33% | 00.0% | Unchanged |
| Breakwater Capital Group | 6,442 | $471.5K | 0.08% | +2,176+51.0% | Added |
| Hudson Bay Capital Management LP | 6,439 | $471.3K | 0.00% | −18,720−74.4% | Reduced |
| Triangle Securities Wealth Management | 6,393 | $467.9K | 0.12% | −1,500−19.0% | Reduced |
| Founders Financial Securities LLC | 6,387 | $467.4K | 0.04% | +10.0% | Added |
| Cobblestone Capital Advisors LLC | 6,371 | $466.3K | 0.02% | +389+6.5% | Added |
| Robinson Smith Wealth Advisors LLC | 6,349 | $464.7K | 0.37% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,308 | $461.7K | 0.05% | −590−8.6% | Reduced |
| Ransom Advisory, Ltd | 6,304 | $461.4K | 0.22% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,286 | $460.1K | 0.03% | −50−0.8% | Reduced |
| Berkshire Asset Management LLC | 6,280 | $459.6K | 0.02% | 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 |
| Keynote Financial Services LLC | 6,265 | $458.6K | 0.31% | 00.0% | Unchanged |
| Foster & Motley Inc | 6,258 | $458.0K | 0.03% | −138−2.2% | Reduced |
| Marco Investment Management LLC | 6,256 | $457.9K | 0.04% | 00.0% | Unchanged |
| Midwest Trust Co | 6,246 | $457.1K | 0.01% | +6,246 | New |
| Atlantic Union Bankshares Corp | 6,240 | $456.7K | 0.01% | +2,638+73.2% | Added |
| Azimuth Capital Investment Management LLC | 6,206 | $454.2K | 0.02% | −100−1.6% | Reduced |
| Hills Bank & Trust Co | 6,197 | $453.6K | 0.03% | +3,409+122.3% | Added |
| Geneos Wealth Management Inc. | 6,186 | $452.8K | 0.01% | +2,254+57.3% | Added |
| Aull & Monroe Investment Management Corp | 6,183 | $452.5K | 0.24% | −2,600−29.6% | Reduced |
| Stonebridge Capital Advisors LLC | 6,155 | $450.5K | 0.03% | −350−5.4% | Reduced |
| MEMBERS Trust Co | 6,143 | $449.6K | 0.02% | −55−0.9% | Reduced |
| TCG Advisory Services, LLC | 6,122 | $448.1K | 0.02% | +1,022+20.0% | Added |
| Mystic Asset Management, Inc. | 6,109 | $447.1K | 0.11% | −100−1.6% | Reduced |
| Garden State Investment Advisory Services LLC | 6,094 | $446.8K | 0.12% | +83+1.4% | Added |
| LCM Capital Management Inc | 6,099 | $446.4K | 0.23% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 6,093 | $446.0K | 0.34% | +135+2.3% | Added |
| Essex Savings Bank | 6,058 | $443.4K | 0.11% | −400−6.2% | Reduced |
| Forbes J M & Co LLP | 6,053 | $443.0K | 0.04% | −30−0.5% | Reduced |
| Fractal Investments LLC | 6,030 | $441.3K | 0.06% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 6,022 | $440.8K | 0.09% | −924−13.3% | Reduced |
| 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 |
| 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 |
| Atlantic Trust, LLC | 5,994 | $438.7K | 0.08% | +748+14.3% | Added |
| S.A. Mason LLC | 5,982 | $437.8K | 0.21% | −73−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 5,953 | $435.7K | 0.05% | −41−0.7% | Reduced |
| Jump Financial, LLC | 5,945 | $435.1K | 0.01% | −8,664−59.3% | Reduced |
| Founders Financial Alliance, LLC | 5,938 | $434.6K | 0.10% | +25+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,929 | $433.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,913 | $432.8K | 0.05% | +2,297+63.5% | Added |
| Frank, Rimerman Advisors LLC | 5,911 | $432.6K | 0.03% | −1,216−17.1% | Reduced |
| GKV Capital Management Co., Inc. | 5,900 | $431.8K | 0.19% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 5,885 | $430.7K | 0.03% | −117−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 5,856 | $428.6K | 0.03% | +4+0.1% | Added |
| Western Wealth Management, LLC | 5,856 | $428.6K | 0.03% | +94+1.6% | Added |
| McDonald Partners LLC | 5,854 | $428.5K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,853 | $428.4K | 0.01% | +594+11.3% | Added |
| Tiemann Investment Advisors, LLC | 5,846 | $427.9K | 0.18% | −250−4.1% | Reduced |
| Miller Investment Management, LP | 5,840 | $427.4K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,807 | $425.0K | 0.01% | +900+18.3% | Added |
| Leavell Investment Management, Inc. | 5,770 | $422.3K | 0.02% | −100−1.7% | Reduced |
| Laurion Capital Management LP | 5,736 | $419.8K | 0.05% | +5,736 | New |
| Teza Capital Management LLC | 5,735 | $419.7K | 0.31% | +5,735 | New |
| Robertson Stephens Wealth Management, LLC | 5,731 | $419.5K | 0.01% | −94−1.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,725 | $419.0K | 0.11% | +75+1.3% | Added |
| Global Retirement Partners, LLC | 5,707 | $417.7K | 0.01% | +5,707 | New |
| EntryPoint Capital, LLC | 5,660 | $414.3K | 0.21% | −199−3.4% | Reduced |
| Two Sigma Securities, LLC | 5,640 | $412.8K | 0.05% | −1,869−24.9% | Reduced |
| First National Trust Co | 5,640 | $412.8K | 0.02% | −164−2.8% | Reduced |
| Principal Street Partners, LLC | 5,634 | $412.4K | 0.04% | +5,634 | New |
| Tyche Wealth Partners LLC | 5,610 | $410.6K | 0.08% | +10.0% | Added |
| Virtue Capital Management, LLC | 5,606 | $410.3K | 0.08% | +597+11.9% | Added |
| Peoples Financial Services Corp. | 5,590 | $409.1K | 0.20% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,579 | $408.3K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,573 | $407.9K | 0.03% | −100−1.8% | Reduced |
| Evergreen Capital Management LLC | 5,564 | $407.2K | 0.01% | −131−2.3% | Reduced |
| Southeast Asset Advisors Inc. | 5,560 | $406.9K | 0.05% | +5,560 | New |
| KRS Capital Management, LLC | 5,548 | $406.0K | 0.27% | −271−4.7% | Reduced |
| Horan Securities, Inc. | 5,540 | $405.5K | 0.14% | +3+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,534 | $405.0K | 0.03% | +108+2.0% | Added |
| Covenant Asset Management, LLC | 5,500 | $402.5K | 0.08% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5,457 | $399.4K | 0.06% | 00.0% | Unchanged |
| Maven Securities LTD | 5,450 | $398.9K | 0.10% | −8,459−60.8% | 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 |
| Ancora Advisors, LLC | 5,391 | $394.5K | 0.01% | −57−1.0% | Reduced |
| Compass Capital Corp | 5,152 | $391.7K | 0.18% | −2,398−31.8% | Reduced |
| Agf Management Ltd | 5,347 | $391.3K | 0.00% | −3,153−37.1% | Reduced |
| Twelve Points Wealth Management LLC | 5,339 | $390.8K | 0.11% | 00.0% | Unchanged |
| Center For Asset Management LLC | 5,727 | $390.8K | 0.24% | 00.0% | Unchanged |
| LMCG Investments, LLC | 5,333 | $390.3K | 0.02% | −8−0.1% | Reduced |
| Equitable Holdings, Inc. | 5,329 | $390.0K | 0.00% | −449−7.8% | Reduced |
| Interchange Capital Partners, LLC | 5,316 | $389.1K | 0.09% | +78+1.5% | Added |
| Sapient Capital LLC | 5,311 | $388.7K | 0.01% | −210−3.8% | Reduced |
| Venturi Wealth Management, LLC | 5,303 | $388.1K | 0.02% | −2,529−32.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,281 | $386.5K | 0.01% | +420+8.6% | Added |
| Wolverine Trading, LLC | 5,240 | $386.0K | 0.01% | +1,684+47.4% | Added |
| Wealthspire Advisors, LLC | 5,268 | $385.6K | 0.00% | +592+12.7% | Added |
| AlTi Global, Inc. | 5,255 | $385.1K | 0.01% | +1,072+25.6% | Added |
| Rathbone Brothers plc | 5,257 | $384.8K | 0.00% | −1,664−24.0% | Reduced |
| Asset Dedication, LLC | 5,247 | $384.0K | 0.03% | −17−0.3% | Reduced |
| Bridgewater Advisors Inc. | 5,337 | $382.5K | 0.03% | −20−0.4% | Reduced |
| Pittenger & Anderson Inc | 5,205 | $381.0K | 0.01% | −185−3.4% | Reduced |
| Arrow Financial Corp | 5,186 | $379.6K | 0.04% | −189−3.5% | Reduced |