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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 28,341 | $2.07M | 0.04% | +11,421+67.5% | Added |
| Liberty Capital Management, Inc. | 28,250 | $2.07M | 0.42% | +2,372+9.2% | Added |
| Dakota Wealth Management | 28,082 | $2.06M | 0.04% | +1,312+4.9% | Added |
| Fox Run Management, L.L.C. | 28,060 | $2.05M | 0.34% | +4,847+20.9% | Added |
| HighPoint Advisor Group LLC | 27,922 | $2.04M | 0.11% | +938+3.5% | Added |
| Johnson Investment Counsel Inc | 27,830 | $2.04M | 0.02% | −1,277−4.4% | Reduced |
| Carmel Capital Partners, LLC | 27,775 | $2.03M | 0.71% | +4,401+18.8% | Added |
| Glenview Trust Co | 27,663 | $2.02M | 0.04% | −882−3.1% | Reduced |
| Goelzer Investment Management, Inc. | 27,611 | $2.02M | 0.11% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 27,459 | $2.01M | 1.76% | −948−3.3% | Reduced |
| Van Hulzen Asset Management, LLC | 27,174 | $1.99M | 0.17% | −101−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 27,156 | $1.99M | 0.03% | +8,244+43.6% | Added |
| Nomura Holdings Inc | 26,768 | $1.96M | 0.02% | +1,288+5.1% | Added |
| Kinneret Advisory, LLC | 26,651 | $1.95M | 0.18% | −40−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 26,636 | $1.95M | 0.07% | +786+3.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 26,631 | $1.95M | 0.20% | +26,631 | New |
| Aureus Asset Management, LLC | 26,629 | $1.95M | 0.12% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 26,611 | $1.95M | 0.21% | +735+2.8% | Added |
| Miracle Mile Advisors, LLC | 26,489 | $1.94M | 0.03% | −2,643−9.1% | Reduced |
| SIR Capital Management, L.P. | 26,443 | $1.94M | 0.17% | +8,310+45.8% | Added |
| South Dakota Investment Council | 26,313 | $1.93M | 0.04% | −4,281−14.0% | Reduced |
| Holderness Investments Co | 26,303 | $1.93M | 0.41% | −1,615−5.8% | Reduced |
| Advisory Services Network, LLC | 28,003 | $1.92M | 0.03% | +10,147+56.8% | Added |
| Nia Impact Advisors, LLC | 26,226 | $1.92M | 0.66% | −1,125−4.1% | Reduced |
| FineMark National Bank & Trust | 26,120 | $1.91M | 0.07% | −181−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,002 | $1.90M | 0.22% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 25,789 | $1.89M | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 25,676 | $1.88M | 0.09% | −565−2.2% | Reduced |
| Aigen Investment Management, LP | 25,487 | $1.87M | 0.26% | +15,622+158.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 25,435 | $1.86M | 0.03% | −250−1.0% | Reduced |
| Panagora Asset Management Inc | 25,319 | $1.85M | 0.01% | +13,318+111.0% | Added |
| Principle Wealth Partners LLC | 25,199 | $1.84M | 0.12% | −190−0.7% | Reduced |
| Advisors Asset Management, Inc. | 24,806 | $1.82M | 0.03% | +483+2.0% | Added |
| Trueblood Wealth Management, LLC | 24,525 | $1.79M | 0.75% | +1,050+4.5% | Added |
| Crews Bank & Trust | 24,314 | $1.78M | 0.28% | −477−1.9% | Reduced |
| Shell Asset Management Co | 24,160 | $1.77M | 0.06% | +11,980+98.4% | Added |
| Apollon Wealth Management, LLC | 23,832 | $1.74M | 0.03% | −4,925−17.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 23,790 | $1.74M | 0.05% | −122−0.5% | Reduced |
| Quadrant Capital Group LLC | 23,571 | $1.73M | 0.06% | +4,158+21.4% | Added |
| Financial Advocates Investment Management | 23,551 | $1.72M | 0.14% | −272−1.1% | Reduced |
| Trust Co of Toledo NA | 23,307 | $1.71M | 0.19% | +3,620+18.4% | Added |
| Meeder Advisory Services, Inc. | 23,265 | $1.70M | 0.09% | +374+1.6% | Added |
| Bridges Investment Management Inc | 23,072 | $1.69M | 0.02% | +17+0.1% | Added |
| Integrated Wealth Concepts LLC | 23,015 | $1.68M | 0.02% | +3,547+18.2% | Added |
| TD Private Client Wealth LLC | 22,938 | $1.68M | 0.04% | +1,226+5.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,817 | $1.67M | 0.12% | −1,582−6.5% | Reduced |
| Central Trust Co | 22,370 | $1.64M | 0.04% | +187+0.8% | Added |
| Parallel Advisors, LLC | 22,357 | $1.64M | 0.03% | −1,182−5.0% | Reduced |
| Griffin Asset Management, Inc. | 22,262 | $1.63M | 0.19% | −90−0.4% | Reduced |
| Wedmont Private Capital | 21,430 | $1.63M | 0.07% | +53+0.2% | Added |
| Everence Capital Management Inc | 22,180 | $1.62M | 0.10% | −2,670−10.7% | Reduced |
| Modera Wealth Management, LLC | 22,147 | $1.62M | 0.02% | +444+2.0% | Added |
| Burling Wealth Partners, LLC | 22,058 | $1.61M | 0.30% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 21,995 | $1.61M | 1.27% | +21,995 | New |
| Wahed Invest LLC | 21,896 | $1.60M | 0.24% | −77−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,440 | $1.57M | 0.00% | +3,107+16.9% | Added |
| Woodstock Corp | 21,411 | $1.57M | 0.14% | −1,142−5.1% | Reduced |
| Hunter Associates Investment Management LLC | 21,248 | $1.56M | 0.23% | −800−3.6% | Reduced |
| Curbstone Financial Management Corp | 21,248 | $1.56M | 0.32% | −2,650−11.1% | Reduced |
| Greenleaf Trust | 21,217 | $1.55M | 0.01% | −3,792−15.2% | Reduced |
| Vise Technologies, Inc. | 21,181 | $1.55M | 0.06% | +21,181 | New |
| Massachusetts Wealth Management | 21,160 | $1.55M | 0.87% | +560+2.7% | Added |
| Resources Investment Advisors, LLC. | 21,080 | $1.54M | 0.02% | +187+0.9% | Added |
| Wetherby Asset Management Inc | 20,988 | $1.54M | 0.07% | +20,988 | New |
| Burney Co | 20,906 | $1.53M | 0.05% | −1,326−6.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,833 | $1.52M | 0.13% | +155+0.7% | Added |
| Advisor OS, LLC | 20,827 | $1.52M | 0.15% | +2,188+11.7% | Added |
| Neville Rodie & Shaw Inc | 20,723 | $1.52M | 0.11% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 20,555 | $1.50M | 0.69% | −1,085−5.0% | Reduced |
| Personal Cfo Solutions, LLC | 20,513 | $1.50M | 0.28% | +63+0.3% | Added |
| Soundwatch Capital LLC | 1,467,429 | $1.48M | 0.31% | +1,467,429 | New |
| Empowered Funds, LLC | 20,237 | $1.48M | 0.02% | −37,667−65.1% | Reduced |
| Birch Hill Investment Advisors LLC | 20,091 | $1.47M | 0.07% | −800−3.8% | Reduced |
| Citizens & Northern Corp | 20,056 | $1.47M | 0.39% | +20,056 | New |
| Headinvest, LLC | 20,022 | $1.47M | 0.31% | −8,788−30.5% | Reduced |
| BKD Wealth Advisors, LLC | 20,015 | $1.46M | 0.03% | −142−0.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 20,000 | $1.46M | 0.14% | +20,000 | New |
| Bollard Group LLC | 19,987 | $1.46M | 0.03% | +530+2.7% | Added |
| Lazard Freres Gestion S.A.S. | 19,865 | $1.45M | 0.03% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 19,834 | $1.45M | 0.11% | +1,285+6.9% | Added |
| Farmers & Merchants Investments Inc | 19,667 | $1.44M | 0.04% | −567−2.8% | Reduced |
| InTrack Investment Management Inc | 19,477 | $1.43M | 0.96% | +251+1.3% | Added |
| Sequoia Financial Advisors, LLC | 19,467 | $1.42M | 0.01% | +1,182+6.5% | Added |
| Triasima Portfolio Management inc. | 19,420 | $1.42M | 0.26% | +19,420 | New |
| GAMMA Investing LLC | 19,363 | $1.42M | 0.09% | +2,665+16.0% | Added |
| Pettyjohn, Wood & White, Inc | 19,212 | $1.41M | 0.25% | +4,264+28.5% | Added |
| Quantbot Technologies LP | 19,211 | $1.41M | 0.04% | +19,211 | New |
| Investment Management Corp of Ontario | 19,014 | $1.39M | 0.02% | −3,800−16.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 19,000 | $1.39M | 0.25% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 18,475 | $1.38M | 0.64% | +4,299+30.3% | Added |
| Ahl Investment Management, Inc. | 18,471 | $1.35M | 0.90% | −195−1.0% | Reduced |
| Signaturefd, LLC | 18,411 | $1.35M | 0.02% | −963−5.0% | Reduced |
| Wedbush Securities Inc | 18,409 | $1.35M | 0.05% | +753+4.3% | Added |
| First Manhattan Co | 18,375 | $1.34M | 0.00% | +37+0.2% | Added |
| Stance Capital LLC | 18,239 | $1.33M | 0.50% | +18,239 | New |
| Patten & Patten Inc | 18,124 | $1.33M | 0.09% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 17,990 | $1.32M | 0.02% | +245+1.4% | Added |
| Andrew Hill Investment Advisors, Inc. | 17,958 | $1.31M | 1.06% | −478−2.6% | Reduced |
| Little House Capital LLC | 17,917 | $1.31M | 0.33% | +1,153+6.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 17,893 | $1.31M | 0.04% | +6,779+61.0% | Added |