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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 5,181 | $379.2K | 0.02% | +252+5.1% | Added |
| Cornerstone Wealth Group, LLC | 5,180 | $379.2K | 0.03% | −103−1.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,167 | $378.2K | 0.30% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 5,160 | $377.7K | 0.09% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 5,118 | $374.6K | 0.10% | +5,118 | New |
| PKS Advisory Services, LLC | 5,098 | $373.1K | 0.09% | +173+3.5% | Added |
| Mindset Wealth Management, LLC | 5,086 | $372.2K | 0.12% | +5,086 | New |
| Ted Buchan & Co | 5,070 | $371.1K | 0.15% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,061 | $370.4K | 0.16% | −25−0.5% | Reduced |
| Founders Capital Management, LLC | 5,050 | $369.6K | 0.06% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 5,041 | $369.0K | 0.01% | +248+5.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 5,036 | $368.6K | 0.16% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 5,027 | $367.9K | 0.12% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 5,005 | $366.3K | 0.01% | −1,821−26.7% | Reduced |
| Canton Hathaway, LLC | 5,000 | $366.0K | 0.07% | 00.0% | Unchanged |
| LGT Group Foundation | 5,000 | $365.9K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 4,999 | $365.9K | 0.02% | +3+0.1% | Added |
| Stock Yards Bank & Trust Co | 4,996 | $365.7K | 0.01% | −85−1.7% | Reduced |
| Dynamic Advisor Solutions LLC | 4,992 | $365.4K | 0.01% | −71−1.4% | Reduced |
| Northeast Investment Management | 4,989 | $365.1K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 4,988 | $365.1K | 0.01% | −45−0.9% | Reduced |
| New England Capital Financial Advisors LLC | 4,976 | $364.2K | 0.17% | +10+0.2% | Added |
| Journey Advisory Group, LLC | 4,975 | $364.1K | 0.03% | +425+9.3% | Added |
| CWA Asset Management Group, LLC | 4,973 | $364.0K | 0.02% | +725+17.1% | Added |
| Premier Path Wealth Partners, LLC | 4,963 | $363.2K | 0.05% | +578+13.2% | Added |
| Colonial Trust Co | 4,932 | $361.0K | 0.05% | +34+0.7% | Added |
| Valmark Advisers, Inc. | 4,906 | $359.0K | 0.00% | +194+4.1% | Added |
| Northstar Financial Companies, Inc. | 4,902 | $358.8K | 0.37% | −158−3.1% | Reduced |
| GSB Wealth Management, LLC | 4,882 | $357.3K | 0.09% | +8+0.2% | Added |
| Anchor Investment Management, LLC | 4,873 | $356.7K | 0.03% | −849−14.8% | Reduced |
| Central Pacific Bank - Trust Division | 4,870 | $356.4K | 0.05% | −414−7.8% | Reduced |
| Stratos Wealth Advisors, LLC | 4,865 | $356.1K | 0.02% | +20.0% | Added |
| Manchester Capital Management LLC | 4,854 | $355.3K | 0.05% | −354−6.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 4,844 | $354.5K | 0.18% | −116−2.3% | Reduced |
| New Hampshire Trust | 4,785 | $350.2K | 0.07% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 4,784 | $350.1K | 0.15% | +3,065+178.3% | Added |
| GM Advisory Group, Inc. | 4,765 | $348.8K | 0.02% | +4,765 | New |
| Endowment Wealth Management, Inc. | 4,762 | $348.5K | 0.18% | −148−3.0% | Reduced |
| Crawford Investment Counsel Inc | 4,747 | $347.4K | 0.01% | +240+5.3% | Added |
| Level Four Advisory Services, LLC | 4,738 | $346.8K | 0.01% | −130−2.7% | Reduced |
| Texas Yale Capital Corp. | 4,738 | $346.8K | 0.01% | +520+12.3% | Added |
| SeaCrest Wealth Management, LLC | 4,731 | $346.3K | 0.04% | −914−16.2% | Reduced |
| Ignite Planners, LLC | 4,499 | $344.8K | 0.06% | +1,106+32.6% | Added |
| Gitterman Wealth Management, LLC | 4,703 | $344.4K | 0.08% | +86+1.9% | Added |
| Financial Engines Advisors L.L.C. | 4,703 | $344.0K | 0.00% | +161+3.5% | Added |
| Paradigm Asset Management Co LLC | 4,700 | $344.0K | 0.08% | +3,200+213.3% | Added |
| Clear Harbor Asset Management, LLC | 4,695 | $343.6K | 0.03% | −21−0.4% | Reduced |
| Fire Capital Management LLC | 4,692 | $343.4K | 0.22% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,680 | $342.5K | 0.08% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,669 | $341.7K | 0.01% | +539+13.1% | Added |
| Court Place Advisors, LLC | 4,664 | $341.4K | 0.11% | −175−3.6% | Reduced |
| Conning Inc. | 4,662 | $341.2K | 0.01% | −239−4.9% | Reduced |
| Challenger Wealth Management | 4,634 | $339.2K | 0.24% | +34+0.7% | Added |
| Savvy Advisors, Inc. | 4,633 | $339.1K | 0.02% | +1,012+27.9% | Added |
| 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 |
| Ostrum Asset Management | 4,593 | $336.2K | 0.02% | −132−2.8% | Reduced |
| Sky-Mountain Capital Management, Inc. | 5,059 | $335.7K | 0.22% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 4,586 | $335.6K | 0.07% | −500−9.8% | Reduced |
| Angeles Wealth Management, LLC | 4,563 | $334.0K | 0.02% | −49−1.1% | Reduced |
| Blueshift Asset Management, LLC | 4,561 | $333.8K | 0.10% | +4,561 | New |
| Optimum Investment Advisors | 4,550 | $333.0K | 0.14% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4,545 | $332.6K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,510 | $332.3K | 0.03% | −1,246−21.6% | Reduced |
| Ritholtz Wealth Management | 4,539 | $332.2K | 0.01% | +571+14.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 4,543 | $331.5K | 0.22% | −6−0.1% | Reduced |
| Childress Capital Advisors, LLC | 4,518 | $330.7K | 0.08% | +60+1.3% | Added |
| Thomasville National Bank | 4,512 | $330.2K | 0.02% | −68−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,489 | $328.6K | 0.03% | −1,074−19.3% | Reduced |
| HCR Wealth Advisors | 4,480 | $327.9K | 0.04% | +10.0% | Added |
| Alta Advisers Ltd | 4,463 | $326.6K | 0.12% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 4,004 | $323.3K | 0.03% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 4,402 | $322.2K | 0.10% | −10.0% | Reduced |
| 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 |
| AA Financial Advisors, LLC | 4,363 | $319.3K | 0.07% | +606+16.1% | Added |
| PDS Planning, Inc | 4,353 | $318.6K | 0.02% | +623+16.7% | Added |
| Sheets Smith Wealth Management | 4,343 | $317.8K | 0.04% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,341 | $317.7K | 0.06% | −460−9.6% | Reduced |
| Retireful, LLC | 4,337 | $317.4K | 0.22% | +4,337 | New |
| Grandfield & Dodd, LLC | 4,328 | $316.8K | 0.02% | 00.0% | Unchanged |
| Sentry LLC | 4,310 | $315.4K | 0.06% | −100−2.3% | Reduced |
| Northwest Financial Advisors | 4,309 | $315.4K | 0.44% | +13+0.3% | Added |
| Legacy Bridge, LLC | 4,303 | $314.9K | 0.15% | −30−0.7% | Reduced |
| Capital Advantage, Inc. | 4,283 | $313.5K | 0.05% | +20.0% | Added |
| West Oak Capital, LLC | 4,275 | $312.9K | 0.12% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 4,270 | $312.5K | 0.01% | +469+12.3% | Added |
| FIL Ltd | 4,259 | $311.7K | 0.00% | +4,259 | New |
| Douglas Lane & Associates, LLC | 4,231 | $309.7K | 0.00% | −30−0.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,228 | $309.5K | 0.01% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 4,219 | $308.8K | 0.14% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,192 | $307.0K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 4,189 | $306.6K | 0.04% | −4−0.1% | Reduced |
| Chicago Trust Co NA | 4,189 | $306.6K | 0.04% | +100+2.4% | Added |
| Boston Private Wealth LLC | 4,168 | $305.1K | 0.02% | −8,209−66.3% | Reduced |
| TigerOak Management, L.L.C. | 4,167 | $305.0K | 0.10% | −15−0.4% | Reduced |
| Heritage Wealth Management, Inc. | 4,146 | $303.4K | 0.10% | −800−16.2% | Reduced |
| Modern Wealth Management, LLC | 4,111 | $300.9K | 0.01% | +4,111 | New |
| Baker Avenue Asset Management, LP | 4,108 | $300.7K | 0.01% | −574−12.3% | Reduced |
| One Charles Private Wealth Services, LLC | 4,084 | $298.9K | 0.08% | +566+16.1% | Added |