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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 98,085 | $7.18M | 0.06% | +5,593+6.0% | Added |
| Regions Financial Corp | 97,429 | $7.13M | 0.05% | −357−0.4% | Reduced |
| Nissay Asset Management Corp | 96,321 | $7.05M | 0.04% | −3,684−3.7% | Reduced |
| Hall Laurie J Trustee | 95,955 | $7.02M | 2.32% | +475+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 95,423 | $6.98M | 0.02% | +15,954+20.1% | Added |
| Shelton Capital Management | 95,287 | $6.97M | 0.16% | −5,715−5.7% | Reduced |
| Synovus Financial Corp | 95,024 | $6.95M | 0.09% | +14,270+17.7% | Added |
| O'Shaughnessy Asset Management, LLC | 94,520 | $6.92M | 0.05% | +735+0.8% | Added |
| Baker Ellis Asset Management LLC | 94,295 | $6.90M | 0.95% | −1,113−1.2% | Reduced |
| Tufton Capital Management | 93,175 | $6.82M | 1.30% | −2,946−3.1% | Reduced |
| IFP Advisors, Inc | 92,557 | $6.77M | 0.19% | −13,656−12.9% | Reduced |
| Wesleyan Assurance Society | 92,200 | $6.74M | 0.44% | 00.0% | Unchanged |
| Kidder Stephen W | 91,797 | $6.72M | 2.02% | +258+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 91,479 | $6.70M | 0.24% | −411−0.4% | Reduced |
| Mutual of America Capital Management LLC | 91,456 | $6.69M | 0.07% | −2,471−2.6% | Reduced |
| Wealthfront Advisers LLC | 90,607 | $6.63M | 0.02% | −4,652−4.9% | Reduced |
| Waratah Capital Advisors Ltd. | 87,186 | $6.38M | 0.43% | −476,150−84.5% | Reduced |
| HM Payson & Co | 86,910 | $6.36M | 0.10% | −1,473−1.7% | Reduced |
| Capital Management Corp | 86,377 | $6.32M | 1.08% | −32,112−27.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 85,960 | $6.29M | 0.01% | −51,144−37.3% | Reduced |
| Abn Amro Investment Solutions | 85,576 | $6.26M | 0.13% | −23,187−21.3% | Reduced |
| Avantax Advisory Services, Inc. | 85,332 | $6.25M | 0.03% | +4,945+6.2% | Added |
| AXA S.A. | 84,333 | $6.17M | 0.02% | −4,893−5.5% | Reduced |
| Hartline Investment Corp | 83,982 | $6.15M | 0.70% | +54,208+182.1% | Added |
| La Banque Postale Asset Management SA | 83,079 | $6.08M | 0.09% | +83,079 | New |
| OP Asset Management Ltd | 82,858 | $6.06M | 0.09% | −1,223−1.5% | Reduced |
| American Century Companies Inc | 82,578 | $6.04M | 0.00% | −5,760−6.5% | Reduced |
| Pegasus Asset Management, Inc. | 82,423 | $6.03M | 2.07% | +1,013+1.2% | Added |
| Providence Capital Advisors, LLC | 81,808 | $5.99M | 1.10% | +81,808 | New |
| Pacer Advisors, Inc. | 80,458 | $5.89M | 0.01% | +17,704+28.2% | Added |
| Fayez Sarofim & Co | 79,940 | $5.85M | 0.01% | −2,148−2.6% | Reduced |
| Evoke Wealth, LLC | 79,382 | $5.81M | 0.14% | −2,221−2.7% | Reduced |
| Glenmede Investment Management, LP | 78,796 | $5.77M | 0.03% | +78,796 | New |
| NEOS Investment Management LLC | 78,781 | $5.77M | 0.07% | +16,041+25.6% | Added |
| Axxcess Wealth Management, LLC | 78,497 | $5.75M | 0.14% | +71,480+1,018.7% | Added |
| Clearbridge Investments, LLC | 77,955 | $5.71M | 0.00% | −77−0.1% | Reduced |
| Bank of Nova Scotia | 77,952 | $5.71M | 0.01% | −2,158−2.7% | Reduced |
| Elo Mutual Pension Insurance Co | 77,905 | $5.70M | 0.12% | −1,854−2.3% | Reduced |
| Pinebridge Investments, L.P. | 77,340 | $5.66M | 0.05% | −51,568−40.0% | Reduced |
| AdvisorNet Financial, Inc | 76,971 | $5.63M | 0.36% | −794−1.0% | Reduced |
| Private Advisor Group, LLC | 76,783 | $5.62M | 0.03% | +2,604+3.5% | Added |
| Douglass Winthrop Advisors, LLC | 75,965 | $5.56M | 0.10% | −3,050−3.9% | Reduced |
| Callan Family Office, LLC | 74,617 | $5.46M | 0.17% | +50,085+204.2% | Added |
| Nordea Investment Management AB | 73,150 | $5.37M | 0.00% | +1,074+1.5% | Added |
| Qsemble Capital Management, LP | 73,347 | $5.37M | 0.51% | +73,347 | New |
| Sanctuary Advisors, LLC | 73,073 | $5.35M | 0.03% | +5,266+7.8% | Added |
| Candriam Luxembourg S.C.A. | 72,520 | $5.31M | 0.03% | −8,797−10.8% | Reduced |
| Rafferty Asset Management, LLC | 71,974 | $5.27M | 0.02% | +7,872+12.3% | Added |
| Ferguson Wellman Capital Management, Inc | 71,808 | $5.26M | 0.09% | −233−0.3% | Reduced |
| Stephens Inc | 69,665 | $5.10M | 0.07% | +1,010+1.5% | Added |
| Snowden Capital Advisors LLC | 69,358 | $5.08M | 0.15% | +1,470+2.2% | Added |
| Family Capital Trust Co | 68,895 | $5.04M | 1.75% | −260−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 68,868 | $5.04M | 0.09% | −500−0.7% | Reduced |
| Parsons Capital Management Inc | 68,822 | $5.04M | 0.31% | −20,300−22.8% | Reduced |
| ASR Vermogensbeheer N.V. | 68,191 | $4.99M | 0.06% | +68,191 | New |
| J.P. Marvel Investment Advisors, LLC | 67,744 | $4.96M | 0.80% | −380−0.6% | Reduced |
| Benjamin Edwards Inc | 67,000 | $4.90M | 0.06% | +5,016+8.1% | Added |
| Mandatum Life Insurance Co Ltd | 66,715 | $4.88M | 1.29% | 00.0% | Unchanged |
| Sagefield Capital LP | 66,317 | $4.85M | 0.68% | −18,868−22.1% | Reduced |
| Circle Wealth Management, LLC | 64,974 | $4.76M | 0.11% | −20.0% | Reduced |
| Daymark Wealth Partners, LLC | 64,953 | $4.75M | 0.18% | +1,721+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 64,874 | $4.75M | 0.04% | +443+0.7% | Added |
| Cohen Capital Management, Inc. | 63,634 | $4.66M | 0.76% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 62,416 | $4.57M | 0.11% | 00.0% | Unchanged |
| Patten Group, Inc. | 62,151 | $4.55M | 0.96% | −1,871−2.9% | Reduced |
| CWM, LLC | 61,899 | $4.53M | 0.02% | +1,777+3.0% | Added |
| UniSuper Management Pty Ltd | 61,878 | $4.53M | 0.03% | −2,866−4.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 61,397 | $4.49M | 0.22% | −11,655−16.0% | Reduced |
| RSM US Wealth Management LLC | 60,672 | $4.44M | 0.06% | +2,190+3.7% | Added |
| Tower View Investment Management & Research LLC | 59,730 | $4.37M | 2.27% | +129+0.2% | Added |
| Harmony Asset Management LLC | 58,995 | $4.32M | 1.62% | −34−0.1% | Reduced |
| Concentric Capital Strategies, LP | 57,962 | $4.24M | 0.24% | +16,017+38.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 57,438 | $4.20M | 0.10% | −8,875−13.4% | Reduced |
| LRI Investments, LLC | 57,372 | $4.20M | 0.36% | +10.0% | Added |
| Two Sigma Investments, LP | 57,325 | $4.20M | 0.01% | −233,303−80.3% | Reduced |
| NBT Bank N A | 56,748 | $4.15M | 0.29% | −3,201−5.3% | Reduced |
| HRT Financial LP | 56,563 | $4.14M | 0.02% | −457,613−89.0% | Reduced |
| Bleakley Financial Group, LLC | 56,320 | $4.12M | 0.10% | +2,526+4.7% | Added |
| Robeco Institutional Asset Management B.V. | 56,149 | $4.11M | 0.01% | +16,226+40.6% | Added |
| Allianz Asset Management GmbH | 56,033 | $4.10M | 0.01% | −69,063−55.2% | Reduced |
| Park Avenue Securities LLC | 55,880 | $4.09M | 0.04% | +14,710+35.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 55,790 | $4.08M | 0.02% | −4,775−7.9% | Reduced |
| Canandaigua National Bank & Trust Co | 55,777 | $4.08M | 0.38% | −550−1.0% | Reduced |
| Avanza Fonder AB | 55,180 | $4.04M | 0.12% | −10,209−15.6% | Reduced |
| Mizuho Securities USA LLC | 55,107 | $4.03M | 0.09% | +55,107 | New |
| Delaney Dennis R | 55,005 | $4.03M | 2.07% | +3,250+6.3% | Added |
| Huntington National Bank | 54,471 | $3.99M | 0.03% | −1,486−2.7% | Reduced |
| Notis-McConarty Edward | 54,290 | $3.97M | 1.94% | +2,310+4.4% | Added |
| Delta Capital Management LLC | 54,190 | $3.97M | 2.22% | −200−0.4% | Reduced |
| Gilman Hill Asset Management, LLC | 54,070 | $3.96M | 0.65% | +400+0.7% | Added |
| Kentucky Retirement Systems | 53,761 | $3.93M | 0.12% | −3,524−6.2% | Reduced |
| Oppenheimer & Co Inc | 53,347 | $3.90M | 0.05% | −188−0.4% | Reduced |
| JB Capital LLC | 53,190 | $3.89M | 0.19% | −799−1.5% | Reduced |
| USS Investment Management Ltd | 52,960 | $3.87M | 0.02% | −12,418−19.0% | Reduced |
| Brown Brothers Harriman & Co | 52,910 | $3.87M | 0.02% | +3,738+7.6% | Added |
| Evercore Wealth Management, LLC | 52,883 | $3.87M | 0.06% | −102−0.2% | Reduced |
| Caisse des Depots Et Consignations | 52,636 | $3.85M | 0.16% | 00.0% | Unchanged |
| Westport Asset Management Inc | 52,400 | $3.84M | 1.70% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 57,740 | $3.82M | 0.52% | +14,314+33.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 51,912 | $3.80M | 0.83% | −51,910−50.0% | Reduced |