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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 51,245 | $3.75M | 0.02% | +4,307+9.2% | Added |
| Brasada Capital Management, LP | 49,519 | $3.75M | 0.64% | +1,156+2.4% | Added |
| GWM Advisors LLC | 51,128 | $3.74M | 0.02% | +10,900+27.1% | Added |
| Dempze Nancy E | 50,078 | $3.67M | 2.11% | +2,319+4.9% | Added |
| Federation des caisses Desjardins du Quebec | 49,525 | $3.62M | 0.02% | +861+1.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 48,991 | $3.59M | 0.18% | 00.0% | Unchanged |
| Verition Fund Management LLC | 48,719 | $3.57M | 0.02% | −469,467−90.6% | Reduced |
| Silvercrest Asset Management Group LLC | 48,379 | $3.54M | 0.02% | +127+0.3% | Added |
| Heritage Investors Management Corp | 48,265 | $3.53M | 0.11% | −370−0.8% | Reduced |
| Hartford Investment Management Co | 48,147 | $3.52M | 0.11% | −1,132−2.3% | Reduced |
| Lighthouse Investment Partners, LLC | 47,529 | $3.48M | 0.15% | +47,529 | New |
| B. Metzler seel. Sohn & Co. AG | 47,484 | $3.48M | 0.03% | +11,279+31.2% | Added |
| MAI Capital Management | 47,373 | $3.47M | 0.02% | +1,562+3.4% | Added |
| Brookfield Asset Management Inc. | 47,083 | $3.45M | 0.00% | −6,273−11.8% | Reduced |
| Merit Financial Group, LLC | 46,113 | $3.38M | 0.04% | +8,103+21.3% | Added |
| YHB Investment Advisors, Inc. | 45,990 | $3.37M | 0.26% | −37−0.1% | Reduced |
| Norinchukin Bank, The | 45,692 | $3.34M | 0.05% | +2,346+5.4% | Added |
| Cohen Klingenstein LLC | 45,668 | $3.34M | 0.11% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 45,295 | $3.32M | 0.10% | +257+0.6% | Added |
| Savant Capital, LLC | 45,064 | $3.30M | 0.02% | +3,516+8.5% | Added |
| New England Research & Management, Inc. | 44,575 | $3.26M | 1.55% | +75+0.2% | Added |
| Venture Visionary Partners LLC | 44,514 | $3.26M | 0.12% | −387−0.9% | Reduced |
| Lifeworks Advisors, LLC | 44,479 | $3.26M | 0.49% | +4,943+12.5% | Added |
| Argent Trust Co | 44,165 | $3.23M | 0.12% | −491−1.1% | Reduced |
| Elefante Mark B | 44,145 | $3.23M | 2.43% | +2,080+4.9% | Added |
| Atria Investments LLC | 43,920 | $3.21M | 0.04% | +1,751+4.2% | Added |
| Sciencast Management LP | 43,411 | $3.18M | 0.66% | +43,411 | New |
| Crossmark Global Holdings, Inc. | 43,019 | $3.15M | 0.05% | −950−2.2% | Reduced |
| Engineers Gate Manager LP | 42,816 | $3.13M | 0.04% | +4,951+13.1% | Added |
| AMG National Trust Bank | 42,754 | $3.13M | 0.08% | −81−0.2% | Reduced |
| Hancock Whitney Corp | 42,527 | $3.11M | 0.06% | +38,191+880.8% | Added |
| EP Wealth Advisors, LLC | 42,318 | $3.10M | 0.02% | +24,515+137.7% | Added |
| Mirae Asset Securities (USA) Inc. | 42,306 | $3.10M | 0.14% | +42,306 | New |
| Beacon Pointe Advisors, LLC | 42,232 | $3.09M | 0.03% | +1,088+2.6% | Added |
| Louisiana State Employees Retirement System | 42,100 | $3.08M | 0.06% | −1,300−3.0% | Reduced |
| Securian Asset Management, Inc | 41,684 | $3.05M | 0.09% | −1,092−2.6% | Reduced |
| Arete Wealth Advisors, LLC | 41,500 | $3.04M | 0.22% | +41,500 | New |
| J.W. Cole Advisors, Inc. | 41,325 | $3.02M | 0.06% | +2,038+5.2% | Added |
| Essex Financial Services, Inc. | 41,114 | $3.01M | 0.20% | −664−1.6% | Reduced |
| Gulf International Bank (UK) Ltd | 41,041 | $3.00M | 0.11% | −6,821−14.3% | Reduced |
| Allianz SE | 40,694 | $2.98M | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 40,389 | $2.96M | 0.01% | +3,484+9.4% | Added |
| Whittier Trust Co of Nevada Inc | 40,263 | $2.95M | 0.07% | −657−1.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 40,000 | $2.93M | 0.63% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 39,622 | $2.90M | 0.04% | −101−0.3% | Reduced |
| Bensler, LLC | 39,460 | $2.89M | 0.32% | −414−1.0% | Reduced |
| Dearborn Partners LLC | 39,241 | $2.87M | 0.14% | −24,033−38.0% | Reduced |
| Siemens Fonds Invest GmbH | 39,237 | $2.87M | 0.17% | −873−2.2% | Reduced |
| Maryland State Retirement & Pension System | 39,222 | $2.87M | 0.06% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 39,116 | $2.86M | 0.77% | +815+2.1% | Added |
| New Mexico Educational Retirement Board | 39,017 | $2.86M | 0.09% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 38,862 | $2.85M | 0.01% | +2,842+7.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 38,482 | $2.82M | 0.08% | −14,432−27.3% | Reduced |
| Poehling Capital Management, LLC | 38,397 | $2.81M | 0.66% | +169+0.4% | Added |
| Trust Co of Vermont | 37,257 | $2.73M | 0.13% | −262−0.7% | Reduced |
| Brinker Capital Investments, LLC | 37,188 | $2.72M | 0.02% | +286+0.8% | Added |
| Generali Asset Management SPA SGR | 37,167 | $2.72M | 0.06% | −5,004−11.9% | Reduced |
| Blue Square Asset Management, LLC | 37,147 | $2.72M | 1.27% | +3,839+11.5% | Added |
| Tower Research Capital LLC (TRC) | 37,017 | $2.71M | 0.07% | +17,470+89.4% | Added |
| Allspring Global Investments Holdings, LLC | 36,077 | $2.68M | 0.00% | −1,685−4.5% | Reduced |
| HB Wealth Management, LLC | 36,526 | $2.67M | 0.02% | +88+0.2% | Added |
| United Capital Financial Advisers, LLC | 36,025 | $2.64M | 0.02% | −617−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 35,372 | $2.63M | 0.02% | −5,147−12.7% | Reduced |
| North Star Investment Management Corp. | 35,823 | $2.62M | 0.18% | +523+1.5% | Added |
| Mfg Wealth Management, Inc. | 35,657 | $2.61M | 2.20% | +3,122+9.6% | Added |
| Concurrent Investment Advisors, LLC | 35,524 | $2.60M | 0.05% | +1,503+4.4% | Added |
| Metis Global Partners, LLC | 35,220 | $2.58M | 0.07% | −4,437−11.2% | Reduced |
| Delta Financial Advisors LLC | 35,169 | $2.57M | 0.91% | +1,044+3.1% | Added |
| Polar Capital Holdings Plc | 35,000 | $2.56M | 0.01% | −1,500−4.1% | Reduced |
| Change Path, LLC | 34,762 | $2.54M | 0.07% | −1,664−4.6% | Reduced |
| Lee Danner & Bass Inc | 34,593 | $2.53M | 0.20% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 34,427 | $2.52M | 0.07% | +34,427 | New |
| Whittier Trust Co | 34,414 | $2.52M | 0.03% | −175−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 34,404 | $2.52M | 0.02% | +3,684+12.0% | Added |
| Evelyn Partners Investment Management LLP | 33,790 | $2.47M | 0.08% | −1,320−3.8% | Reduced |
| Value Partners Investments Inc. | 33,371 | $2.44M | 0.19% | +1,958+6.2% | Added |
| Banque Cantonale Vaudoise | 32,576 | $2.38M | 0.10% | −2,858−8.1% | Reduced |
| Summit Trail Advisors, LLC | 32,446 | $2.37M | 0.04% | +2,346+7.8% | Added |
| Cresset Asset Management, LLC | 32,408 | $2.37M | 0.01% | −4,199−11.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 32,401 | $2.37M | 0.12% | −1,460−4.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 31,805 | $2.33M | 0.00% | +22,177+230.3% | Added |
| Bessemer Group Inc | 31,767 | $2.33M | 0.00% | +2,999+10.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,603 | $2.31M | 0.02% | +7,763+32.6% | Added |
| Cunning Capital Partners, LP | 31,613 | $2.31M | 1.21% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 31,194 | $2.28M | 0.00% | 00.0% | Unchanged |
| Aurora Investment Counsel | 31,154 | $2.28M | 1.20% | +794+2.6% | Added |
| Clearstead Advisors, LLC | 30,824 | $2.26M | 0.03% | +1,100+3.7% | Added |
| Perigon Wealth Management, LLC | 30,809 | $2.25M | 0.05% | +445+1.5% | Added |
| E. Ohman J:or Asset Management AB | 30,725 | $2.25M | 0.06% | −3,175−9.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 30,347 | $2.22M | 0.07% | +5,634+22.8% | Added |
| Edgestream Partners, L.P. | 30,131 | $2.21M | 0.06% | +23,348+344.2% | Added |
| Azzad Asset Management Inc | 29,906 | $2.19M | 0.23% | +663+2.3% | Added |
| Ieq Capital, LLC | 29,796 | $2.18M | 0.01% | +12,738+74.7% | Added |
| Bryn Mawr Trust Co | 29,655 | $2.17M | 0.04% | +71+0.2% | Added |
| Souders Financial Advisors | 29,577 | $2.16M | 0.28% | −5,200−15.0% | Reduced |
| Tiaa Trust, National Association | 29,541 | $2.16M | 0.01% | −3,992−11.9% | Reduced |
| Empirical Finance, LLC | 29,227 | $2.14M | 0.11% | +168+0.6% | Added |
| Cornerstone Advisors, LLC | 28,900 | $2.12M | 0.07% | −200−0.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28,818 | $2.11M | 0.03% | +983+3.5% | Added |
| Omers Administration Corp | 28,799 | $2.11M | 0.02% | 00.0% | Unchanged |