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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 3,253 | $238.1K | 0.05% | −282−8.0% | Reduced |
| Mairs & Power Inc | 3,246 | $237.6K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,244 | $237.4K | 0.01% | −202−5.9% | Reduced |
| Isthmus Partners, LLC | 3,225 | $236.0K | 0.03% | +3,225 | New |
| Main Street Financial Solutions, LLC | 3,221 | $235.8K | 0.02% | −233−6.7% | Reduced |
| Bridgewater Associates, LP | 3,216 | $235.4K | 0.00% | −1,262−28.2% | Reduced |
| Whalerock Point Partners, LLC | 3,214 | $235.2K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 3,212 | $235.1K | 0.01% | −13−0.4% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $234.2K | 0.00% | −468,100−99.3% | Reduced |
| First Financial Bankshares Inc | 3,200 | $234.2K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 3,200 | $234.2K | 0.18% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 3,199 | $234.1K | 0.00% | −581−15.4% | Reduced |
| Everpar Advisors LLC | 3,198 | $234.1K | 0.11% | +3,198 | New |
| Prostatis Group LLC | 3,179 | $232.7K | 0.07% | −26−0.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 3,175 | $232.4K | 0.14% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,160 | $231.2K | 0.04% | +3,160 | New |
| Edgemoor Investment Advisors, Inc. | 3,158 | $231.1K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3,153 | $230.8K | 0.09% | +127+4.2% | Added |
| Greenwich Wealth Management LLC | 3,126 | $229.0K | 0.01% | +3,126 | New |
| Formidable Asset Management, LLC | 3,609 | $228.8K | 0.04% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 3,122 | $228.5K | 0.03% | +3,122 | New |
| Purkiss Capital Advisors LLC | 3,112 | $227.8K | 0.13% | +3,112 | New |
| Navellier & Associates Inc | 3,110 | $227.6K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 3,110 | $227.6K | 0.01% | +3,110 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,109 | $227.6K | 0.03% | +3,109 | New |
| Baker Boyer National Bank | 3,107 | $227.4K | 0.08% | +3,107 | New |
| Coastal Bridge Advisors, LLC | 3,096 | $226.6K | 0.02% | +3,096 | New |
| Money Concepts Capital Corp | 3,093 | $226.4K | 0.02% | +3,093 | New |
| Ronald Blue Trust, Inc. | 3,089 | $226.1K | 0.00% | −30−1.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,078 | $225.3K | 0.05% | +3,078 | New |
| Hummer Financial Advisory Services Inc | 3,076 | $225.1K | 0.17% | +3,076 | New |
| Wingate Wealth Advisors, Inc. | 3,071 | $224.8K | 0.20% | +3,071 | New |
| Arista Wealth Management, LLC | 3,068 | $224.5K | 0.03% | +3,068 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,063 | $224.0K | 0.07% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 3,042 | $222.6K | 0.16% | +3,042 | New |
| WoodTrust Financial Corp | 3,040 | $222.0K | 0.03% | +3,040 | New |
| SOL Capital Management CO | 3,015 | $221.0K | 0.02% | +3,015 | New |
| Stone Run Capital, LLC | 3,000 | $219.6K | 0.09% | +3,000 | New |
| Promethium Advisors,llc | 3,000 | $219.6K | 0.13% | +3,000 | New |
| Spears Abacus Advisors LLC | 2,986 | $218.5K | 0.00% | +2,986 | New |
| MQS Management LLC | 2,977 | $217.9K | 0.12% | +2,977 | New |
| IFG Advisory, LLC | 2,971 | $217.4K | 0.01% | +2,971 | New |
| Armstrong, Fleming & Moore, Inc | 2,950 | $215.9K | 0.12% | +2,950 | New |
| Cascade Financial Partners, LLC | 2,947 | $215.7K | 0.03% | +2,947 | New |
| Quantum Private Wealth, LLC | 2,943 | $215.4K | 0.07% | −20,403−87.4% | Reduced |
| Aurdan Capital Management, LLC | 2,943 | $215.4K | 0.07% | +2,943 | New |
| East Coast Asset Management, LLC. | 2,940 | $215.2K | 0.07% | +2,940 | New |
| Hamilton Capital, LLC | 2,939 | $215.1K | 0.01% | +2,939 | New |
| Kovack Advisors, Inc. | 2,935 | $214.8K | 0.02% | +2,935 | New |
| Atlantic Edge Private Wealth Management, LLC | 2,933 | $214.7K | 0.06% | −150−4.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,922 | $213.9K | 0.10% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,920 | $213.7K | 0.05% | 00.0% | Unchanged |
| Baxter Bros Inc | 2,913 | $213.2K | 0.03% | +2,913 | New |
| Cullen Investment Group, Ltd. | 2,903 | $212.5K | 0.03% | +2,903 | New |
| Fiduciary Alliance LLC | 2,902 | $212.4K | 0.02% | +2,902 | New |
| CTC Alternative Strategies, Ltd. | 2,900 | $212.3K | 0.19% | −2,100−42.0% | Reduced |
| Oppenheimer Asset Management Inc. | 2,900 | $212.3K | 0.00% | +2,900 | New |
| Alhambra Investment Partners LLC | 2,900 | $212.3K | 0.11% | +2,900 | New |
| OneAscent Financial Services LLC | 2,835 | $210.0K | 0.01% | +2,835 | New |
| Confluence Wealth Services, Inc. | 2,836 | $207.6K | 0.01% | +2,836 | New |
| MBL Wealth, LLC | 2,830 | $207.1K | 0.02% | +2,830 | New |
| PFG Advisors | 2,817 | $206.2K | 0.01% | +2,817 | New |
| Bingham Private Wealth, LLC | 2,808 | $205.5K | 0.20% | +2,808 | New |
| Marathon Capital Management | 2,807 | $205.5K | 0.05% | −1,121−28.5% | Reduced |
| Morton Capital Management LLC | 2,794 | $204.5K | 0.04% | +2,794 | New |
| Silver Lake Advisory, LLC | 2,787 | $204.0K | 0.09% | +2,787 | New |
| Opal Wealth Advisors, LLC | 2,761 | $202.1K | 0.06% | +752+37.4% | Added |
| Bellecapital International Ltd. | 2,753 | $201.5K | 0.04% | +2,753 | New |
| Exchange Traded Concepts, LLC | 2,747 | $201.1K | 0.00% | +1,093+66.1% | Added |
| WSFS Capital Management, LLC | 2,741 | $200.6K | 0.01% | +2,741 | New |
| Stephenson National Bank & Trust | 2,739 | $200.5K | 0.07% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 2,739 | $200.5K | 0.02% | +2,739 | New |
| We Are One Seven, LLC | 2,735 | $200.1K | 0.01% | +2,735 | New |
| Kathmere Capital Management, LLC | 2,733 | $200.0K | 0.02% | +2,733 | New |
| Atlas Capital Advisors LLC | 2,728 | $199.7K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,708 | $198.2K | 0.07% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2,688 | $196.7K | 0.11% | −175−6.1% | Reduced |
| State of Wyoming | 2,642 | $193.4K | 0.02% | +2,642 | New |
| Wealth Preservation Advisors, LLC | 2,636 | $192.9K | 0.12% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,581 | $188.9K | 0.11% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,575 | $188.5K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,446 | $183.0K | 0.10% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 2,356 | $172.4K | 0.01% | +2,356 | New |
| CVA Family Office, LLC | 2,331 | $170.6K | 0.02% | −90−3.7% | Reduced |
| Key Financial Inc | 2,306 | $168.8K | 0.03% | −105−4.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,304 | $168.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,297 | $168.0K | 0.02% | −103−4.3% | Reduced |
| Capital Advisors, Ltd. LLC | 2,258 | $165.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,240 | $163.9K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,225 | $162.8K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 2,225 | $162.8K | 0.17% | 00.0% | Unchanged |
| Onefund, LLC | 2,204 | $161.0K | 0.12% | +2,204 | New |
| Adalta Capital Management LLC | 2,184 | $159.8K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,172 | $159.0K | 0.02% | −136−5.9% | Reduced |
| Richardson Capital Management LLC | 2,130 | $155.9K | 0.08% | +7+0.3% | Added |
| Ulland Investment Advisors, LLC | 2,084 | $153.0K | 0.12% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,050 | $150.0K | 0.07% | −200−8.9% | Reduced |
| Gen-Wealth Partners Inc | 2,050 | $150.0K | 0.06% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,050 | $150.0K | 0.02% | −825−28.7% | Reduced |
| Bank of New Hampshire | 2,040 | $149.3K | 0.04% | +100+5.2% | Added |