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 |
|---|---|---|---|---|---|
| Nwam LLC | 4,313 | $298.7K | 0.02% | +379+9.6% | Added |
| Massmutual Trust Co FSB | 4,065 | $297.5K | 0.01% | −713−14.9% | Reduced |
| Larson Financial Group LLC | 4,057 | $296.9K | 0.01% | +986+32.1% | Added |
| Waldron Private Wealth LLC | 4,047 | $296.2K | 0.01% | −209−4.9% | Reduced |
| Carter Financial Group, INC. | 4,045 | $296.0K | 0.19% | +4,045 | New |
| JTC Employer Solutions Trusteee Ltd | 4,051 | $296.0K | 0.03% | +7+0.2% | Added |
| D'Orazio & Associates, Inc. | 4,044 | $296.0K | 0.04% | +20.0% | Added |
| Catalyst Financial Partners LLC | 4,043 | $295.9K | 0.03% | +215+5.6% | Added |
| First Foundation Advisors | 4,031 | $295.0K | 0.01% | +4,031 | New |
| Koshinski Asset Management, Inc. | 4,029 | $294.9K | 0.02% | +566+16.3% | Added |
| Ellevest, Inc. | 4,021 | $294.3K | 0.05% | +284+7.6% | Added |
| Plan A Wealth LLC | 4,017 | $294.0K | 0.17% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 4,014 | $293.8K | 0.03% | +20+0.5% | Added |
| Round Rock Advisors, LLC | 4,013 | $293.7K | 0.05% | −15−0.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,005 | $293.1K | 0.03% | −278−6.5% | Reduced |
| Cohen & Steers, Inc. | 4,000 | $293.0K | 0.00% | +1,000+33.3% | Added |
| Redhawk Wealth Advisors, Inc. | 4,001 | $292.8K | 0.04% | +12+0.3% | Added |
| MSH Capital Advisors LLC | 4,000 | $292.8K | 0.08% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,998 | $292.6K | 0.04% | +600+17.7% | Added |
| Bath Savings Trust Co | 3,997 | $292.5K | 0.03% | +47+1.2% | Added |
| Abacus Wealth Partners, LLC | 3,982 | $291.4K | 0.04% | +165+4.3% | Added |
| BIP Wealth, LLC | 3,952 | $289.3K | 0.02% | +22+0.6% | Added |
| Commerzbank Aktiengesellschaft | 3,937 | $289.0K | 0.01% | −179−4.3% | Reduced |
| Sovereign Financial Group, Inc. | 3,947 | $288.9K | 0.06% | −79−2.0% | Reduced |
| Montis Financial, LLC | 3,946 | $288.8K | 0.08% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 3,942 | $288.5K | 0.00% | +3,942 | New |
| Ironwood Investment Counsel, LLC | 3,909 | $286.1K | 0.04% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 3,908 | $286.0K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,889 | $284.6K | 0.02% | −907−18.9% | Reduced |
| Cardinal Capital Management, Inc. | 3,860 | $282.5K | 0.01% | +3,860 | New |
| Relyea Zuckerberg Hanson LLC | 3,855 | $282.1K | 0.03% | −13−0.3% | Reduced |
| Charter Oak Capital Management, LLC | 3,847 | $281.5K | 0.02% | +321+9.1% | Added |
| Madison Wealth Partners, Inc | 3,813 | $279.1K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,807 | $278.7K | 0.01% | +3,807 | New |
| Independence Bank of Kentucky | 3,806 | $278.6K | 0.04% | −150−3.8% | Reduced |
| Sterling Capital Management LLC | 3,803 | $278.3K | 0.00% | +153+4.2% | Added |
| Davidson Trust Co | 3,799 | $278.0K | 0.13% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,799 | $278.0K | 0.17% | +3,799 | New |
| Todd Asset Management LLC | 3,785 | $277.0K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,782 | $276.8K | 0.03% | −15,985−80.9% | Reduced |
| Buckingham Strategic Partners | 3,776 | $276.2K | 0.00% | +3,776 | New |
| MBB Public Markets I LLC | 3,770 | $275.9K | 0.03% | −889−19.1% | Reduced |
| Broadwater Capital Management LLC | 275,853 | $275.9K | 0.21% | +272,084+7,219.0% | Added |
| First Financial Corp | 3,762 | $275.3K | 0.12% | −106−2.7% | Reduced |
| Aries Wealth Management | 3,760 | $275.2K | 0.07% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,752 | $274.6K | 0.02% | +52+1.4% | Added |
| Cooper Financial Group | 3,750 | $274.5K | 0.03% | −211−5.3% | Reduced |
| Avidian Wealth Solutions, LLC | 3,741 | $273.8K | 0.01% | +3,741 | New |
| CPA Asset Management LLC | 3,740 | $273.7K | 0.12% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,738 | $273.6K | 0.02% | −722−16.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 3,726 | $272.7K | 0.12% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,377 | $271.8K | 0.03% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,694 | $270.4K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,688 | $269.9K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 3,678 | $269.2K | 0.03% | 00.0% | Unchanged |
| Capital City Trust Co | 3,674 | $268.9K | 0.07% | −152−4.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,674 | $268.9K | 0.02% | −4−0.1% | Reduced |
| Patton Fund Management, Inc. | 3,667 | $268.4K | 0.06% | +3,667 | New |
| Moody Lynn & Lieberson, LLC | 3,661 | $267.9K | 0.02% | +63+1.8% | Added |
| Meridian Investment Counsel Inc. | 3,634 | $266.0K | 0.07% | −200−5.2% | Reduced |
| Northstar Asset Management LLC | 3,632 | $265.8K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,624 | $265.3K | 0.01% | −15−0.4% | Reduced |
| L2 Asset Management, LLC | 3,606 | $263.9K | 0.04% | +16+0.4% | Added |
| Quent Capital, LLC | 3,604 | $263.8K | 0.03% | −190−5.0% | Reduced |
| Eqis Capital Management, Inc. | 3,603 | $263.7K | 0.02% | +3,603 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,600 | $263.5K | 0.03% | −338−8.6% | Reduced |
| Equitable Trust Co | 3,600 | $263.5K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,611 | $263.0K | 0.00% | −4,569−55.9% | Reduced |
| Sittner & Nelson, LLC | 3,587 | $262.5K | 0.11% | +300+9.1% | Added |
| Code Waechter LLC | 3,572 | $261.4K | 0.19% | +189+5.6% | Added |
| Boltwood Capital Management | 3,561 | $260.6K | 0.07% | +3,561 | New |
| First Affirmative Financial Network | 3,537 | $258.9K | 0.13% | −367−9.4% | Reduced |
| Journey Strategic Wealth LLC | 3,516 | $257.3K | 0.01% | +3,516 | New |
| Mayflower Financial Advisors, LLC | 3,504 | $256.4K | 0.04% | −68−1.9% | Reduced |
| Aberdeen Wealth Management LLC | 3,500 | $256.2K | 0.17% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,479 | $254.6K | 0.01% | −220−5.9% | Reduced |
| Signature Wealth Management Partners, LLC | 3,450 | $252.5K | 0.14% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 3,438 | $251.6K | 0.12% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 3,433 | $251.3K | 0.10% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 3,427 | $250.8K | 0.04% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,349 | $250.8K | 0.23% | −66−1.9% | Reduced |
| Aaron Wealth Advisors | 3,423 | $250.5K | 0.03% | +3,423 | New |
| Strengthening Families & Communities, LLC | 3,406 | $249.3K | 0.14% | +10+0.3% | Added |
| DRW Securities, LLC | 3,400 | $248.8K | 0.02% | −8,540−71.5% | Reduced |
| Ewa, LLC | 3,388 | $247.9K | 0.08% | −102−2.9% | Reduced |
| Avantax Planning Partners, Inc. | 3,387 | $247.9K | 0.01% | −9−0.3% | Reduced |
| Wynn Capital, LLC | 3,363 | $246.1K | 0.13% | −25−0.7% | Reduced |
| ICONIQ Capital, LLC | 3,354 | $245.5K | 0.00% | −2,590−43.6% | Reduced |
| MONECO Advisors, LLC | 3,351 | $245.2K | 0.02% | −273−7.5% | Reduced |
| Accurate Wealth Management, LLC | 3,168 | $243.2K | 0.04% | +3,168 | New |
| Smithfield Trust Co | 3,325 | $242.0K | 0.01% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 3,304 | $241.8K | 0.16% | −225−6.4% | Reduced |
| Pines Wealth Management, LLC | 3,175 | $240.2K | 0.08% | +3,175 | New |
| Apella Capital, LLC | 3,208 | $239.4K | 0.01% | +3,208 | New |
| Adirondack Trust Co | 3,268 | $239.2K | 0.09% | −660−16.8% | Reduced |
| Addison Advisors LLC | 3,265 | $239.0K | 0.06% | +4+0.1% | Added |
| Embree Financial Group | 3,265 | $238.9K | 0.04% | +3,265 | New |
| Ashton Thomas Private Wealth, LLC | 3,263 | $238.8K | 0.01% | +3,263 | New |
| FRG Family Wealth Advisors LLC | 3,259 | $238.5K | 0.04% | +10+0.3% | Added |
| Sage Mountain Advisors LLC | 3,255 | $238.2K | 0.02% | −317−8.9% | Reduced |