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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 12,223 | $894.6K | 0.03% | +3,833+45.7% | Added |
| Tower Bridge Advisors | 12,109 | $886.3K | 0.10% | −280−2.3% | Reduced |
| Rehmann Capital Advisory Group | 12,083 | $884.4K | 0.05% | +150+1.3% | Added |
| Freestone Capital Holdings, LLC | 11,882 | $869.6K | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 11,861 | $868.1K | 0.02% | +11,861 | New |
| Grimes & Company, Inc. | 11,758 | $860.6K | 0.02% | +45+0.4% | Added |
| Zions Bancorporation, National Association | 11,733 | $858.7K | 0.05% | +9,938+553.6% | Added |
| Dynamic Technology Lab Private Ltd | 11,713 | $857.0K | 0.12% | −7,596−39.3% | Reduced |
| RFG Advisory, LLC | 11,698 | $856.2K | 0.02% | +1,443+14.1% | Added |
| Magnetar Financial LLC | 11,689 | $855.5K | 0.00% | +11,689 | New |
| Axq Capital, LP | 11,654 | $853.0K | 0.28% | +5,531+90.3% | Added |
| Sawgrass Asset Management LLC | 11,644 | $852.2K | 0.10% | −859−6.9% | Reduced |
| Tandem Financial, LLC | 11,626 | $850.9K | 0.80% | −178−1.5% | Reduced |
| Columbia Asset Management | 11,576 | $847.2K | 0.17% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 11,490 | $841.0K | 0.13% | +11,490 | New |
| Beck Capital Management, LLC | 11,481 | $840.3K | 0.21% | +373+3.4% | Added |
| Investment Advisory Services Inc | 11,470 | $839.5K | 0.28% | +1,488+14.9% | Added |
| Signature Estate & Investment Advisors LLC | 11,459 | $838.7K | 0.02% | +328+2.9% | Added |
| Ascent Group, LLC | 11,450 | $838.1K | 0.03% | −165−1.4% | Reduced |
| Core Wealth Partners LLC | 11,425 | $836.2K | 0.42% | +7+0.1% | Added |
| Dover Advisors, LLC | 11,312 | $827.9K | 0.36% | 00.0% | Unchanged |
| Scotia Capital Inc. | 11,261 | $824.1K | 0.00% | −1,337−10.6% | Reduced |
| Meridian Management Co | 12,000 | $823.4K | 0.23% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 11,248 | $823.3K | 0.31% | −10.0% | Reduced |
| Baldwin Investment Management, LLC | 11,240 | $822.7K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,161 | $816.9K | 0.02% | −322−2.8% | Reduced |
| Hartford Financial Management Inc. | 11,086 | $811.4K | 0.22% | −11,288−50.5% | Reduced |
| Capstone Investment Advisors, LLC | 11,085 | $811.3K | 0.01% | +3,479+45.7% | Added |
| Private Trust Co NA | 11,074 | $810.5K | 0.08% | −130−1.2% | Reduced |
| IHT Wealth Management, LLC | 11,060 | $809.5K | 0.02% | +695+6.7% | Added |
| AE Wealth Management LLC | 11,023 | $806.8K | 0.01% | +2,264+25.8% | Added |
| Great Diamond Partners, LLC | 11,012 | $806.0K | 0.17% | +11,012 | New |
| Ausdal Financial Partners, Inc. | 10,992 | $804.5K | 0.05% | +26+0.2% | Added |
| Farther Finance Advisors, LLC | 10,943 | $800.9K | 0.02% | +1,279+13.2% | Added |
| Schonfeld Strategic Advisors LLC | 10,898 | $797.6K | 0.01% | −82,987−88.4% | Reduced |
| Resonant Capital Advisors, LLC | 10,866 | $795.3K | 0.05% | +803+8.0% | Added |
| Sound View Wealth Advisors Group, LLC | 10,834 | $793.0K | 0.06% | −330−3.0% | Reduced |
| Pitcairn Co | 10,826 | $792.4K | 0.05% | −4,398−28.9% | Reduced |
| Versor Investments LP | 10,800 | $790.5K | 0.14% | +5,947+122.5% | Added |
| Milestone Asset Management Group, LLC | 10,745 | $786.4K | 0.58% | +10.0% | Added |
| Mather Group, LLC. | 10,737 | $785.8K | 0.01% | −910−7.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,687 | $782.1K | 0.06% | −949−8.2% | Reduced |
| Ledyard National Bank | 10,668 | $780.8K | 0.07% | −562−5.0% | Reduced |
| Burns J W & Co Inc | 10,655 | $779.8K | 0.09% | −102−0.9% | Reduced |
| 111 Capital | 10,651 | $779.5K | 0.13% | −7,970−42.8% | Reduced |
| Sagespring Wealth Partners, LLC | 10,627 | $777.8K | 0.02% | −80−0.7% | Reduced |
| Compass Wealth Management LLC | 10,550 | $772.2K | 0.18% | +40.0% | Added |
| FSM Wealth Advisors, LLC | 10,285 | $767.7K | 0.12% | +2,972+40.6% | Added |
| Simmons Bank | 10,452 | $765.0K | 0.05% | −120−1.1% | Reduced |
| Nautilus Advisors LLC | 10,452 | $764.9K | 0.56% | −363−3.4% | Reduced |
| GeoWealth Management, LLC | 10,329 | $756.0K | 0.03% | +1,326+14.7% | Added |
| Private Wealth Asset Management, LLC | 10,269 | $751.6K | 0.10% | −53−0.5% | Reduced |
| Silver Oak Securities, Inc | 10,265 | $751.3K | 0.06% | +20.0% | Added |
| Graypoint LLC | 10,242 | $749.6K | 0.04% | −618−5.7% | Reduced |
| Intech Investment Management LLC | 10,209 | $747.2K | 0.01% | −287−2.7% | Reduced |
| Resources Management Corp | 10,206 | $747.0K | 0.10% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 10,206 | $747.0K | 0.04% | −1,761−14.7% | Reduced |
| Boston Trust Walden Corp | 10,187 | $745.6K | 0.01% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 10,176 | $745.0K | 0.36% | 00.0% | Unchanged |
| Forte Capital LLC | 10,107 | $739.8K | 0.08% | −24−0.2% | Reduced |
| Arkadios Wealth Advisors | 10,062 | $736.4K | 0.02% | +884+9.6% | Added |
| Profund Advisors LLC | 10,051 | $735.6K | 0.03% | +1,626+19.3% | Added |
| First Western Trust Bank | 10,018 | $733.2K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 10,011 | $732.7K | 0.02% | −788−7.3% | Reduced |
| Gifford Fong Associates | 10,000 | $732.0K | 0.17% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,903 | $724.8K | 0.01% | +561+6.0% | Added |
| Laurel Wealth Advisors LLC | 9,860 | $721.7K | 0.11% | +95+1.0% | Added |
| NewEdge Wealth, LLC | 10,859 | $720.6K | 0.01% | +5,236+93.1% | Added |
| Rialto Wealth Management, LLC | 9,763 | $714.6K | 0.20% | −64−0.7% | Reduced |
| Brighton Jones LLC | 9,730 | $712.1K | 0.02% | +427+4.6% | Added |
| Beck Mack & Oliver LLC | 9,729 | $712.1K | 0.01% | +350+3.7% | Added |
| KCM Investment Advisors LLC | 9,705 | $710.3K | 0.02% | +21+0.2% | Added |
| Connable Office Inc | 9,687 | $709.0K | 0.07% | +9,687 | New |
| First Citizens Bank & Trust Co | 9,594 | $702.2K | 0.01% | −1,021−9.6% | Reduced |
| Riverwater Partners LLC | 9,569 | $700.4K | 0.33% | −14−0.1% | Reduced |
| Carret Asset Management, LLC | 9,506 | $695.7K | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 9,505 | $695.7K | 0.06% | +1,440+17.9% | Added |
| Campbell Newman Asset Management Inc | 9,488 | $694.4K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,456 | $692.6K | 0.01% | −138−1.4% | Reduced |
| Fiduciary Group LLC | 9,373 | $686.0K | 0.06% | −200−2.1% | Reduced |
| 1st Source Bank | 9,371 | $685.9K | 0.04% | +488+5.5% | Added |
| Spirepoint Private Client, LLC | 9,370 | $685.8K | 0.08% | −28−0.3% | Reduced |
| First Horizon Advisors, Inc. | 9,363 | $685.3K | 0.02% | +2,174+30.2% | Added |
| International Assets Investment Management, LLC | 9,357 | $684.9K | 0.06% | −81−0.9% | Reduced |
| Verdence Capital Advisors LLC | 9,349 | $684.3K | 0.05% | −7−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,334 | $683.2K | 0.03% | +114+1.2% | Added |
| Moody National Bank Trust Division | 9,306 | $681.1K | 0.06% | −390−4.0% | Reduced |
| Prudent Man Advisors, LLC | 9,274 | $678.8K | 0.22% | −201−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 9,191 | $672.7K | 0.05% | +41+0.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,169 | $671.1K | 0.00% | −8,675−48.6% | Reduced |
| Forum Financial Management, LP | 9,166 | $670.8K | 0.01% | +561+6.5% | Added |
| Raiffeisen Bank International AG | 9,216 | $667.5K | 0.01% | −345−3.6% | Reduced |
| Boyd Watterson Asset Management LLC | 9,041 | $661.7K | 0.21% | −69−0.8% | Reduced |
| Cullinan Associates Inc | 9,000 | $658.7K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 8,964 | $656.1K | 0.06% | +7,117+385.3% | Added |
| Sky Investment Group LLC | 8,819 | $645.5K | 0.11% | −10−0.1% | Reduced |
| Handelsbanken Fonder AB | 8,808 | $645.0K | 0.00% | −143−1.6% | Reduced |
| Gateway Wealth Partners, LLC | 8,803 | $644.3K | 0.12% | +79+0.9% | Added |
| Fishman Jay A Ltd | 8,800 | $644.1K | 0.06% | −200−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 8,594 | $632.9K | 0.01% | −19,497−69.4% | Reduced |