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 |
|---|---|---|---|---|---|
| Family Legacy Financial Solutions, LLC | 17,825 | $1.30M | 1.11% | +17,825 | New |
| V-Square Quantitative Management LLC | 17,762 | $1.30M | 0.17% | −406−2.2% | Reduced |
| Cascade Investment Advisors, Inc. | 17,718 | $1.30M | 0.83% | −75−0.4% | Reduced |
| MUFG Securities Americas Inc. | 17,670 | $1.29M | 0.11% | +3,375+23.6% | Added |
| Ameritas Advisory Services, LLC | 17,637 | $1.29M | 0.07% | +2,453+16.2% | Added |
| SG Americas Securities, LLC | 17,547 | $1.28M | 0.01% | −24,348−58.1% | Reduced |
| Home Federal Bank of Tennessee | 17,422 | $1.28M | 0.36% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 17,334 | $1.27M | 0.01% | +1,065+6.5% | Added |
| NorthRock Partners, LLC | 17,326 | $1.27M | 0.03% | +1,158+7.2% | Added |
| Diversified Trust Co | 17,250 | $1.26M | 0.03% | +122+0.7% | Added |
| Salem Investment Counselors Inc | 17,158 | $1.26M | 0.04% | +273+1.6% | Added |
| Kingsview Wealth Management, LLC | 17,110 | $1.25M | 0.02% | +165+1.0% | Added |
| Wendell David Associates Inc | 17,103 | $1.25M | 0.13% | −100−0.6% | Reduced |
| Horizon Investments, LLC | 17,084 | $1.25M | 0.02% | +2,017+13.4% | Added |
| United Bank | 16,991 | $1.24M | 0.48% | +4,956+41.2% | Added |
| Romano Brothers and Company | 16,982 | $1.24M | 0.15% | −250−1.5% | Reduced |
| Schnieders Capital Management LLC | 16,967 | $1.24M | 0.22% | +4,277+33.7% | Added |
| Graham Capital Management, L.P. | 16,959 | $1.24M | 0.04% | −148,867−89.8% | Reduced |
| Pictet & Cie (Europe) SA | 16,898 | $1.24M | 0.03% | +16,898 | New |
| Crestwood Advisors Group LLC | 16,658 | $1.22M | 0.02% | −271−1.6% | Reduced |
| Erste Asset Management GmbH | 16,509 | $1.22M | 0.01% | +16,509 | New |
| Stratos Wealth Partners, LTD. | 16,616 | $1.22M | 0.02% | −2,038−10.9% | Reduced |
| Enterprise Bank & Trust Co | 16,613 | $1.22M | 0.45% | +600+3.7% | Added |
| Vestcor Inc | 16,576 | $1.21M | 0.04% | +1,295+8.5% | Added |
| Eastern Bank | 16,537 | $1.21M | 0.02% | +299+1.8% | Added |
| Moneta Group Investment Advisors LLC | 16,514 | $1.21M | 0.01% | +4,211+34.2% | Added |
| Kraematon Investment Advisors, Inc | 16,325 | $1.19M | 1.13% | −1,025−5.9% | Reduced |
| VCI Wealth Management LLC | 16,166 | $1.18M | 0.41% | +1,646+11.3% | Added |
| Brookstone Capital Management | 16,161 | $1.18M | 0.02% | +7,355+83.5% | Added |
| GLOBALT Investments LLC | 15,958 | $1.17M | 0.04% | +678+4.4% | Added |
| ICW Investment Advisors LLC | 15,906 | $1.16M | 0.46% | +396+2.6% | Added |
| MJP Associates Inc | 15,869 | $1.16M | 0.17% | +1,677+11.8% | Added |
| Caldwell Trust Co | 15,608 | $1.14M | 0.11% | +983+6.7% | Added |
| Lipe & Dalton | 15,587 | $1.14M | 0.62% | −198−1.3% | Reduced |
| FORA Capital, LLC | 15,267 | $1.12M | 0.12% | +15,267 | New |
| 1858 Wealth Management, LLC | 15,253 | $1.12M | 0.82% | +11+0.1% | Added |
| Roberts Glore & Co Inc | 15,217 | $1.11M | 0.33% | −255−1.6% | Reduced |
| Pring Turner Capital Group Inc | 15,150 | $1.11M | 0.72% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 15,078 | $1.10M | 0.01% | +6,585+77.5% | Added |
| Groupama Asset Managment | 14,916 | $1.10M | 0.02% | +50.0% | Added |
| Glaxis Capital Management, LLC | 15,000 | $1.10M | 1.47% | +15,000 | New |
| Banque Transatlantique SA | 14,852 | $1.09M | 0.03% | −332−2.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 14,930 | $1.09M | 0.12% | −1,500−9.1% | Reduced |
| Westhampton Capital, LLC | 14,832 | $1.09M | 0.56% | −75−0.5% | Reduced |
| Winton Group Ltd | 14,703 | $1.08M | 0.05% | +14,703 | New |
| Quotient Wealth Partners, LLC | 14,655 | $1.07M | 0.03% | −449−3.0% | Reduced |
| Ballentine Partners, LLC | 14,587 | $1.07M | 0.02% | −1,480−9.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 14,500 | $1.06M | 0.02% | +1,079+8.0% | Added |
| Jacobi Capital Management LLC | 14,496 | $1.06M | 0.07% | +3,364+30.2% | Added |
| Lakewood Asset Management LLC | 14,398 | $1.05M | 0.70% | −33−0.2% | Reduced |
| Choate Investment Advisors | 14,341 | $1.05M | 0.02% | −89−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,309 | $1.05M | 0.01% | −1,018−6.6% | Reduced |
| Ar Asset Management Inc | 14,300 | $1.05M | 0.23% | −100−0.7% | Reduced |
| Landscape Capital Management, L.L.C. | 14,286 | $1.05M | 0.08% | +1,246+9.6% | Added |
| David Loasby | 15,518 | $1.04M | 0.09% | +1,117+7.8% | Added |
| Coldstream Capital Management Inc | 14,142 | $1.04M | 0.02% | +1,901+15.5% | Added |
| HBK Sorce Advisory LLC | 13,800 | $1.01M | 0.03% | −31−0.2% | Reduced |
| City Holding Co | 13,751 | $1.01M | 0.13% | +31+0.2% | Added |
| Prudential PLC | 13,699 | $1.00M | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 13,684 | $1.00M | 0.03% | +766+5.9% | Added |
| Sigma Planning Corp | 13,629 | $997.5K | 0.03% | −370−2.6% | Reduced |
| ELCO Management Co., LLC | 13,464 | $985.4K | 0.52% | −300−2.2% | Reduced |
| Catalytic Wealth RIA, LLC | 13,440 | $983.7K | 0.08% | +5,579+71.0% | Added |
| Charter Trust Co | 13,431 | $983.0K | 0.06% | −91−0.7% | Reduced |
| Mutual Advisors, LLC | 12,163 | $981.9K | 0.02% | +6,657+120.9% | Added |
| Waterford Advisors, LLC | 1,308 | $979.4K | 0.36% | −12,073−90.2% | Reduced |
| Valley Brook Capital Group | 13,368 | $978.4K | 0.73% | −275−2.0% | Reduced |
| Flputnam Investment Management Co | 13,367 | $978.4K | 0.02% | +180+1.4% | Added |
| Valeo Financial Advisors, LLC | 13,346 | $976.8K | 0.02% | +1,187+9.8% | Added |
| Cornerstone National Bank & Trust Co | 13,332 | $975.8K | 0.42% | +559+4.4% | Added |
| Medallion Wealth Advisors, LLC | 13,089 | $969.8K | 0.37% | −458−3.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 13,214 | $967.1K | 0.06% | +13,214 | New |
| Brendel Financial Advisors LLC | 13,188 | $965.0K | 0.54% | −890−6.3% | Reduced |
| Chicago Capital, LLC | 13,178 | $964.5K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 13,176 | $964.4K | 0.58% | −104−0.8% | Reduced |
| Everett Harris & Co | 13,152 | $962.6K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 13,138 | $961.6K | 0.09% | −281−2.1% | Reduced |
| Estabrook Capital Management | 13,112 | $959.7K | 0.15% | −380−2.8% | Reduced |
| Soltis Investment Advisors LLC | 13,098 | $958.7K | 0.08% | −72−0.5% | Reduced |
| Excalibur Management Corp | 13,086 | $957.8K | 0.36% | −180−1.4% | Reduced |
| Hilltop Holdings Inc. | 13,043 | $954.6K | 0.06% | +1,257+10.7% | Added |
| Harbor Advisors LLC | 13,000 | $951.5K | 0.16% | 00.0% | Unchanged |
| Rexford Capital Inc | 12,962 | $948.7K | 0.79% | +12,962 | New |
| Curated Wealth Partners LLC | 12,924 | $945.9K | 0.11% | 00.0% | Unchanged |
| Umb Bank N A | 12,922 | $945.8K | 0.01% | −344−2.6% | Reduced |
| Ingalls & Snyder LLC | 12,915 | $945.0K | 0.03% | +572+4.6% | Added |
| Texas Bank & Trust Co | 12,876 | $942.4K | 0.37% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 12,831 | $939.1K | 0.04% | +3,236+33.7% | Added |
| Tower Trust & Investment Co | 12,807 | $937.3K | 0.67% | +12,807 | New |
| Auto-Owners Insurance Co | 12,787 | $935.9K | 0.02% | +10,828+552.7% | Added |
| Bragg Financial Advisors, Inc | 12,775 | $935.0K | 0.03% | −86−0.7% | Reduced |
| Montag A & Associates Inc | 12,755 | $933.5K | 0.05% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 12,623 | $923.9K | 0.50% | 00.0% | Unchanged |
| StoneX Group Inc. | 12,618 | $923.5K | 0.04% | −415−3.2% | Reduced |
| Means Investment Co., Inc. | 12,617 | $923.4K | 0.09% | 00.0% | Unchanged |
| Avestar Capital, LLC | 12,570 | $920.0K | 0.07% | +725+6.1% | Added |
| Benedict Financial Advisors Inc | 12,466 | $912.4K | 0.21% | −348−2.7% | Reduced |
| Rossmore Private Capital | 12,457 | $911.7K | 0.11% | +15+0.1% | Added |
| Plato Investment Management Ltd | 12,349 | $900.5K | 0.07% | +6,781+121.8% | Added |
| TCW Group Inc | 12,287 | $899.3K | 0.01% | +256+2.1% | Added |