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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 183,826 | $13.5M | 0.85% | −1,132−0.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 174,616 | $13.3M | 0.90% | +5,353+3.2% | Added |
| Caisse de Depot Et Placement du Quebec | 180,809 | $13.2M | 0.03% | +63,496+54.1% | Added |
| Allworth Financial LP | 178,914 | $13.1M | 0.06% | +12,603+7.6% | Added |
| Canoe Financial LP | 178,203 | $13.0M | 0.19% | −7,100−3.8% | Reduced |
| Toroso Investments, LLC | 175,967 | $12.9M | 0.08% | +31,783+22.0% | Added |
| IFM Investors Pty Ltd | 175,569 | $12.8M | 0.12% | −203−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 174,282 | $12.8M | 0.18% | −5,773−3.2% | Reduced |
| Neuberger Berman Group LLC | 173,336 | $12.7M | 0.01% | +1,298+0.8% | Added |
| Jacobs Levy Equity Management, Inc | 173,067 | $12.7M | 0.05% | −73,023−29.7% | Reduced |
| Telos Capital Management, Inc. | 172,026 | $12.6M | 1.28% | +61,200+55.2% | Added |
| Cerity Partners LLC | 171,920 | $12.6M | 0.02% | −981−0.6% | Reduced |
| Retirement Systems of Alabama | 171,084 | $12.5M | 0.04% | −2,452−1.4% | Reduced |
| Varma Mutual Pension Insurance Co | 170,009 | $12.4M | 0.09% | +3,700+2.2% | Added |
| Somerville Kurt F | 168,632 | $12.3M | 2.08% | +5,495+3.4% | Added |
| Blair William & Co | 164,862 | $12.1M | 0.03% | +9,341+6.0% | Added |
| Sone Capital Management, LLC | 163,552 | $12.0M | 1.10% | +101,443+163.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 163,374 | $12.0M | 0.05% | −717−0.4% | Reduced |
| Voya Investment Management LLC | 162,967 | $11.9M | 0.01% | −1,470−0.9% | Reduced |
| Lincoln Capital LLC | 161,910 | $11.9M | 2.28% | +2,586+1.6% | Added |
| Forsta Ap-Fonden | 160,000 | $11.7M | 0.08% | −5,900−3.6% | Reduced |
| Jones Financial Companies LLLP | 158,152 | $11.6M | 0.01% | +21,565+15.8% | Added |
| KBC Group NV | 157,047 | $11.5M | 0.03% | +3,498+2.3% | Added |
| Amalgamated Bank | 154,283 | $11.3M | 0.09% | −10,236−6.2% | Reduced |
| Keybank National Association | 153,565 | $11.2M | 0.04% | −2,635−1.7% | Reduced |
| Cutler Investment Counsel LLC | 153,169 | $11.2M | 1.25% | −651−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 151,914 | $11.1M | 0.27% | +151,914 | New |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 151,228 | $11.1M | 0.80% | −148,790−49.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 149,808 | $11.0M | 0.09% | −3,257−2.1% | Reduced |
| Windward Capital Management Co | 149,453 | $10.9M | 0.93% | −1,426−0.9% | Reduced |
| Gamco Investors, Inc. Et Al | 149,263 | $10.9M | 0.11% | +26,866+21.9% | Added |
| Zacks Investment Management | 146,230 | $10.7M | 0.09% | +146,230 | New |
| M. Kraus & Co | 145,641 | $10.7M | 3.13% | −2,420−1.6% | Reduced |
| Welch & Forbes LLC | 143,838 | $10.5M | 0.13% | −3,381−2.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 141,500 | $10.4M | 0.07% | −155,900−52.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 140,567 | $10.3M | 0.63% | +5,409+4.0% | Added |
| Riverview Capital Advisers, LLC | 139,977 | $10.2M | 2.94% | +36,195+34.9% | Added |
| Janus Henderson Group PLC | 139,677 | $10.2M | 0.01% | −10,196−6.8% | Reduced |
| Commerce Bank | 138,816 | $10.2M | 0.06% | −3,398−2.4% | Reduced |
| ProShare Advisors LLC | 137,011 | $10.0M | 0.02% | +14,480+11.8% | Added |
| Utah Retirement Systems | 136,302 | $9.98M | 0.10% | −2,602−1.9% | Reduced |
| Quantinno Capital Management LP | 134,291 | $9.83M | 0.04% | +30,345+29.2% | Added |
| Pathstone Holdings, LLC | 134,195 | $9.82M | 0.04% | −8,564−6.0% | Reduced |
| Jacobs & Co | 133,199 | $9.75M | 0.97% | +133,199 | New |
| Twinbeech Capital LP | 133,076 | $9.74M | 0.22% | +133,076 | New |
| Churchill Management Corp | 129,637 | $9.49M | 0.10% | −1,336−1.0% | Reduced |
| Kanawha Capital Management LLC | 128,782 | $9.43M | 0.70% | −5,060−3.8% | Reduced |
| Truist Financial Corp | 128,005 | $9.37M | 0.01% | +6,471+5.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 128,000 | $9.37M | 0.08% | −60,000−31.9% | Reduced |
| PEAK6 LLC | 125,184 | $9.16M | 0.31% | +125,184 | New |
| Ethic Inc. | 123,254 | $9.08M | 0.16% | +7,692+6.7% | Added |
| Mercer Global Advisors Inc | 123,966 | $9.07M | 0.02% | +10,888+9.6% | Added |
| Wellington Management Group LLP | 123,826 | $9.06M | 0.00% | −77,955−38.6% | Reduced |
| British Columbia Investment Management Corp | 122,347 | $8.95M | 0.05% | −32,079−20.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 122,320 | $8.95M | 0.08% | −285−0.2% | Reduced |
| Daiwa Securities Group Inc. | 122,209 | $8.95M | 0.03% | +4,547+3.9% | Added |
| Connecticut Wealth Management, LLC | 122,174 | $8.94M | 0.43% | +1,444+1.2% | Added |
| Xponance, Inc. | 121,777 | $8.91M | 0.07% | +547+0.5% | Added |
| New York Life Investment Management LLC | 119,705 | $8.76M | 0.08% | −514−0.4% | Reduced |
| Meyer Handelman Co | 117,565 | $8.60M | 0.28% | −3,675−3.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 117,289 | $8.58M | 0.08% | +6,500+5.9% | Added |
| Close Asset Management Ltd | 116,593 | $8.53M | 0.25% | +437+0.4% | Added |
| CIBC Asset Management Inc | 115,756 | $8.47M | 0.03% | −8,925−7.2% | Reduced |
| Puzo Michael J | 115,425 | $8.45M | 2.41% | +250.0% | Added |
| Colony Group, LLC | 115,377 | $8.44M | 0.02% | +6,594+6.1% | Added |
| State of Alaska, Department of Revenue | 115,300 | $8.44M | 0.09% | −5,085−4.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 114,842 | $8.40M | 0.08% | +32,225+39.0% | Added |
| Assenagon Asset Management S.A. | 112,991 | $8.27M | 0.01% | −628,186−84.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 109,220 | $8.26M | 0.22% | −4,422−3.9% | Reduced |
| GPM Growth Investors, Inc. | 111,680 | $8.17M | 3.25% | +3,305+3.0% | Added |
| Laffer Tengler Investments | 111,195 | $8.14M | 1.45% | −16,786−13.1% | Reduced |
| Fiduciary Trust Co | 110,751 | $8.11M | 0.10% | −4,293−3.7% | Reduced |
| Zimmer Partners, LP | 110,000 | $8.05M | 0.18% | +110,000 | New |
| Welch Group, LLC | 109,266 | $8.00M | 0.33% | +5,717+5.5% | Added |
| Broderick Brian C | 108,682 | $7.95M | 1.57% | −4,165−3.7% | Reduced |
| Natixis | 108,032 | $7.91M | 0.04% | −41,699−27.8% | Reduced |
| CIBC Private Wealth Group, LLC | 108,019 | $7.91M | 0.01% | −492−0.5% | Reduced |
| CapWealth Advisors, LLC | 108,003 | $7.90M | 0.78% | +2,267+2.1% | Added |
| JustInvest LLC | 107,468 | $7.87M | 0.09% | +8,595+8.7% | Added |
| Ofi Invest Asset Management | 125,702 | $7.84M | 0.19% | −325,435−72.1% | Reduced |
| Aptus Capital Advisors, LLC | 106,078 | $7.76M | 0.08% | +5,286+5.2% | Added |
| William Blair Investment Management, LLC | 105,864 | $7.75M | 0.02% | −120,947−53.3% | Reduced |
| CIBC World Markets Inc. | 105,449 | $7.72M | 0.02% | +16,993+19.2% | Added |
| D.A. Davidson & Co. | 105,383 | $7.71M | 0.05% | −1,176−1.1% | Reduced |
| Letson Investment Management, Inc. | 105,363 | $7.71M | 3.04% | +60.0% | Added |
| Kestra Advisory Services, LLC | 105,263 | $7.70M | 0.04% | +422+0.4% | Added |
| Captrust Financial Advisors | 105,231 | $7.70M | 0.02% | +133+0.1% | Added |
| Crescent Grove Advisors, LLC | 104,643 | $7.66M | 0.74% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 104,037 | $7.61M | 0.07% | +12,929+14.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 103,348 | $7.56M | 0.03% | +7,509+7.8% | Added |
| Alpine Woods Capital Investors, LLC | 102,654 | $7.51M | 1.79% | −1,608−1.5% | Reduced |
| Fifth Third Bancorp | 102,017 | $7.47M | 0.03% | −1,246−1.2% | Reduced |
| Davenport & Co LLC | 101,940 | $7.46M | 0.04% | +7,660+8.1% | Added |
| Yousif Capital Management, LLC | 100,783 | $7.38M | 0.08% | −2,035−2.0% | Reduced |
| Vinva Investment Management Ltd | 99,842 | $7.36M | 0.20% | +64,596+183.3% | Added |
| Seven Grand Managers, LLC | 100,000 | $7.32M | 0.88% | +100,000 | New |
| Capital Group Investment Management Pte. Ltd. | 99,754 | $7.30M | 1.30% | +2,476+2.5% | Added |
| Public Employees Retirement Association of Colorado | 99,546 | $7.29M | 0.03% | −1,223−1.2% | Reduced |
| CIBC World Markets Corp | 99,506 | $7.28M | 0.05% | +2,103+2.2% | Added |
| Cary Street Partners Financial LLC | 98,489 | $7.21M | 0.20% | +12,871+15.0% | Added |