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 |
|---|---|---|---|---|---|
| Cacti Asset Management LLC | 2,000 | $147.3K | 0.01% | −900−31.0% | Reduced |
| Citizens National Bank Trust Department | 2,005 | $146.7K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,000 | $146.4K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,004 | $146.0K | 0.00% | −498−19.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,986 | $145.4K | 0.07% | 00.0% | Unchanged |
| Clean Yield Group | 1,962 | $143.6K | 0.04% | −12−0.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,902 | $139.2K | 0.02% | −155−7.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,887 | $138.1K | 0.03% | +1,560+477.1% | Added |
| Duncker Streett & Co Inc | 1,865 | $136.5K | 0.02% | −127−6.4% | Reduced |
| Horizon Bancorp Inc | 1,852 | $136.0K | 0.07% | +175+10.4% | Added |
| Grove Bank & Trust | 1,842 | $134.8K | 0.02% | −2,738−59.8% | Reduced |
| First Command Advisory Services, Inc. | 1,827 | $133.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,790 | $131.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,758 | $128.6K | 0.05% | +132+8.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,755 | $128.4K | 0.04% | +639+57.3% | Added |
| Covestor Ltd | 1,721 | $126.0K | 0.07% | −43−2.4% | Reduced |
| Monetary Management Group Inc | 1,700 | $124.4K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,678 | $122.8K | 0.01% | −37−2.2% | Reduced |
| Hilltop National Bank | 1,667 | $122.0K | 0.03% | +1,667 | New |
| Hantz Financial Services, Inc. | 1,627 | $119.0K | 0.00% | +1,020+168.0% | Added |
| JFS Wealth Advisors, LLC | 1,617 | $118.3K | 0.01% | −304−15.8% | Reduced |
| CoreCap Advisors, LLC | 1,611 | $118.0K | 0.00% | +72+4.7% | Added |
| NBC Securities, Inc. | 1,570 | $114.0K | 0.01% | −95−5.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,554 | $113.7K | 0.04% | +3+0.2% | Added |
| Pacifica Partners Inc. | 1,533 | $112.9K | 0.05% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,540 | $112.7K | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,520 | $111.0K | 0.01% | +1,520 | New |
| Sawyer & Company, Inc | 1,500 | $110.0K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,500 | $109.8K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,472 | $107.7K | 0.09% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,432 | $104.8K | 0.05% | 00.0% | Unchanged |
| Oakmont Corp | 1,413 | $103.4K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,399 | $102.4K | 0.01% | −55−3.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,392 | $101.9K | 0.04% | +1,333+2,259.3% | Added |
| City State Bank | 1,353 | $99.0K | 0.03% | 00.0% | Unchanged |
| Hara Capital LLC | 1,340 | $98.1K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,339 | $98.0K | 0.03% | −47−3.4% | Reduced |
| Cape Investment Advisory, Inc. | 1,323 | $96.8K | 0.04% | +237+21.8% | Added |
| Acima Private Wealth, LLC | 1,300 | $95.1K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,295 | $94.8K | 0.02% | +77+6.3% | Added |
| Center for Financial Planning, Inc. | 1,290 | $94.4K | 0.01% | −60−4.4% | Reduced |
| Versant Capital Management, Inc | 1,288 | $94.3K | 0.01% | +107+9.1% | Added |
| Beacon Capital Management, LLC | 1,262 | $92.4K | 0.01% | +107+9.3% | Added |
| Crowley Wealth Management, Inc. | 1,250 | $91.5K | 0.08% | 00.0% | Unchanged |
| Abound Wealth Management | 1,216 | $89.0K | 0.03% | +4+0.3% | Added |
| Cypress Capital Management LLC (WY) | 1,210 | $88.6K | 0.10% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,200 | $87.8K | 0.01% | −100−7.7% | Reduced |
| Kentucky Trust Co | 1,200 | $87.8K | 0.05% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,177 | $87.4K | 0.05% | −73−5.8% | Reduced |
| Paladin Advisory Group, LLC | 1,184 | $86.7K | 0.07% | 00.0% | Unchanged |
| American National Bank | 1,140 | $83.4K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 1,102 | $82.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,089 | $79.7K | 0.01% | −300−21.6% | Reduced |
| Field & Main Bank | 1,085 | $79.4K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,075 | $78.7K | 0.02% | +75+7.5% | Added |
| Activest Wealth Management | 1,068 | $78.2K | 0.02% | −185−14.8% | Reduced |
| Union Savings Bank | 1,124 | $77.1K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,049 | $76.8K | 0.00% | −30−2.8% | Reduced |
| Birchbrook, Inc. | 1,025 | $75.0K | 0.04% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,009 | $73.9K | 0.02% | +1,009 | New |
| Firsthand Capital Management, Inc. | 1,000 | $73.2K | 0.13% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,003 | $73.0K | 0.01% | +7+0.7% | Added |
| MTM Investment Management, LLC | 974 | $71.3K | 0.02% | +974 | New |
| JNBA Financial Advisors | 923 | $67.6K | 0.01% | −100−9.8% | Reduced |
| Missouri Trust & Investment Co | 923 | $67.6K | 0.02% | −75−7.5% | Reduced |
| Hemington Wealth Management | 929 | $67.0K | 0.01% | +68+7.9% | Added |
| GPS Wealth Strategies Group, LLC | 912 | $66.8K | 0.01% | +5+0.6% | Added |
| CNB Bank | 903 | $66.1K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 901 | $65.9K | 0.01% | +861+2,152.5% | Added |
| Nalls Sherbakoff Group, LLC | 900 | $65.9K | 0.05% | +600+200.0% | Added |
| Cherry Tree Wealth Management, LLC | 896 | $65.6K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 896 | $65.6K | 0.02% | +52+6.2% | Added |
| Motco | 948 | $65.1K | 0.01% | −27−2.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 890 | $64.9K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 882 | $64.6K | 0.10% | 00.0% | Unchanged |
| North Capital, Inc. | 881 | $64.5K | 0.06% | −1−0.1% | Reduced |
| Truvestments Capital LLC | 872 | $63.8K | 0.01% | −148−14.5% | Reduced |
| Core Alternative Capital | 859 | $62.9K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 847 | $62.0K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 847 | $62.0K | 0.00% | +847 | New |
| Lavaca Capital LLC | 839 | $61.4K | 0.03% | +200+31.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 830 | $60.8K | 0.03% | −4−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 803 | $58.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 802 | $58.7K | 0.01% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 800 | $58.6K | 0.01% | +800 | New |
| Centennial Bank | 799 | $58.5K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 849 | $58.3K | 0.05% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 786 | $57.5K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 778 | $56.9K | 0.00% | +275+54.7% | Added |
| Westpac Banking Corp | 777 | $56.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 754 | $56.0K | 0.01% | +496+192.2% | Added |
| Pinnacle Bancorp, Inc. | 754 | $55.2K | 0.02% | −126−14.3% | Reduced |
| First United Bank Trust | 750 | $54.9K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 750 | $54.9K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 747 | $54.7K | 0.03% | −103−12.1% | Reduced |
| Fairscale Capital, LLC | 784 | $54.0K | 0.04% | +759+3,036.0% | Added |
| United Community Bank | 727 | $53.2K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 700 | $51.2K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 695 | $50.9K | 0.04% | +291+72.0% | Added |
| American Capital Advisory, LLC | 687 | $50.3K | 0.03% | +4+0.6% | Added |