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 |
|---|---|---|---|---|---|
| Proffitt & Goodson Inc | 8,644 | $632.7K | 0.10% | +238+2.8% | Added |
| Federated Hermes, Inc. | 8,639 | $632.3K | 0.00% | +6,677+340.3% | Added |
| River Wealth Advisors LLC | 8,603 | $629.7K | 0.08% | +184+2.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,600 | $629.4K | 0.18% | 00.0% | Unchanged |
| Quantessence Capital LLC | 8,579 | $627.9K | 0.18% | −23,021−72.9% | Reduced |
| Drexel Morgan & Co. | 8,578 | $627.8K | 0.11% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 8,542 | $625.2K | 0.19% | −357−4.0% | Reduced |
| Country Club Bank | 8,458 | $623.1K | 0.04% | −21−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 9,421 | $622.8K | 0.06% | +565+6.4% | Added |
| Keel Point, LLC | 8,468 | $619.8K | 0.04% | +1,135+15.5% | Added |
| Pine Valley Investments Ltd Liability Co | 8,373 | $612.8K | 0.04% | +118+1.4% | Added |
| Pensionmark Financial Group, LLC | 8,318 | $608.8K | 0.01% | +2,802+50.8% | Added |
| Shakespeare Wealth Management, Inc. | 8,285 | $606.4K | 0.16% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 8,223 | $601.8K | 0.31% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,221 | $601.7K | 0.02% | −102,938−92.6% | Reduced |
| Advisors Capital Management, LLC | 8,192 | $599.6K | 0.01% | −120−1.4% | Reduced |
| Trust Co of Virginia | 8,188 | $599.3K | 0.05% | −1,290−13.6% | Reduced |
| KG&L Capital Management,LLC | 8,820 | $595.1K | 0.18% | +4,984+129.9% | Added |
| Rodgers Brothers Inc. | 8,111 | $593.7K | 0.07% | +299+3.8% | Added |
| Alamea Verwaltungs GmbH | 8,106 | $593.3K | 0.45% | +89+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,084 | $591.7K | 0.01% | −10−0.1% | Reduced |
| CX Institutional | 8,074 | $591.0K | 0.02% | −1,801−18.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,016 | $586.7K | 0.07% | −1,246−13.5% | Reduced |
| SRS Capital Advisors, Inc. | 8,013 | $586.5K | 0.03% | +163+2.1% | Added |
| Proficio Capital Partners LLC | 7,961 | $582.6K | 0.04% | +345+4.5% | Added |
| CFO4Life Group, LLC | 7,916 | $579.4K | 0.09% | −89−1.1% | Reduced |
| Cigna Investments Inc | 7,902 | $578.0K | 0.10% | −445−5.3% | Reduced |
| Cookson Peirce & Co Inc | 7,891 | $577.5K | 0.03% | +7,891 | New |
| TFG Advisers LLC | 7,862 | $575.4K | 0.20% | +17+0.2% | Added |
| Mission Wealth Management, LP | 7,834 | $573.4K | 0.01% | −226−2.8% | Reduced |
| Integrity Alliance, LLC. | 7,820 | $572.3K | 0.03% | −5,744−42.3% | Reduced |
| Financial Perspectives, Inc | 7,773 | $568.9K | 0.17% | +1,511+24.1% | Added |
| Dorsey & Whitney Trust CO LLC | 7,772 | $568.8K | 0.03% | −1,937−20.0% | Reduced |
| Syon Capital LLC | 7,737 | $566.2K | 0.04% | +34+0.4% | Added |
| Courier Capital LLC | 7,682 | $562.2K | 0.03% | −250−3.2% | Reduced |
| Webster Bank, N. A. | 7,661 | $560.7K | 0.06% | −1,743−18.5% | Reduced |
| Strategic Planning, Inc. | 7,611 | $557.1K | 0.33% | −36−0.5% | Reduced |
| Atwood & Palmer Inc | 7,607 | $556.8K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 7,587 | $555.3K | 0.01% | −366−4.6% | Reduced |
| Flow Traders U.S. LLC | 7,569 | $554.0K | 0.02% | +7,569 | New |
| Fortune Financial Advisors, LLC | 7,566 | $553.8K | 0.45% | +809+12.0% | Added |
| Rockland Trust Co | 7,538 | $551.7K | 0.03% | −20−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 7,525 | $550.8K | 0.02% | −169−2.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,914 | $550.4K | 0.02% | +859+14.2% | Added |
| Adviser Investments LLC | 7,498 | $548.8K | 0.01% | +2,098+38.9% | Added |
| Piscataqua Savings Bank | 7,460 | $546.0K | 0.46% | −96−1.3% | Reduced |
| Bard Financial Services, Inc. | 7,445 | $544.9K | 0.07% | −675−8.3% | Reduced |
| Exencial Wealth Advisors, LLC | 7,401 | $541.7K | 0.02% | −4−0.1% | Reduced |
| Bokf, NA | 7,354 | $538.2K | 0.01% | −745−9.2% | Reduced |
| BSW Wealth Partners | 7,347 | $537.7K | 0.07% | −775−9.5% | Reduced |
| Skopos Labs, Inc. | 7,295 | $533.9K | 0.07% | +1,632+28.8% | Added |
| NTV Asset Management LLC | 7,286 | $533.3K | 0.06% | 00.0% | Unchanged |
| Fruth Investment Management | 7,281 | $532.0K | 0.14% | 00.0% | Unchanged |
| St Germain D J Co Inc | 7,236 | $529.6K | 0.02% | +528+7.9% | Added |
| Foundations Investment Advisors, LLC | 7,212 | $527.9K | 0.01% | +593+9.0% | Added |
| Atomi Financial Group, Inc. | 7,204 | $527.3K | 0.02% | −90−1.2% | Reduced |
| Spire Wealth Management | 7,186 | $525.9K | 0.02% | +100+1.4% | Added |
| Sunbelt Securities, Inc. | 7,676 | $523.9K | 0.05% | +1,393+22.2% | Added |
| LVW Advisors, LLC | 7,158 | $523.9K | 0.06% | +4+0.1% | Added |
| Great Valley Advisor Group, Inc. | 7,142 | $522.3K | 0.01% | −192−2.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,130 | $521.8K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,125 | $521.5K | 0.03% | −511−6.7% | Reduced |
| Nicolet Bankshares Inc | 6,987 | $511.4K | 0.09% | +2,803+67.0% | Added |
| Hohimer Wealth Management, LLC | 6,904 | $505.3K | 0.09% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 6,901 | $505.1K | 0.11% | +6,901 | New |
| Csenge Advisory Group | 7,062 | $502.8K | 0.03% | +7,062 | New |
| Bell Investment Advisors, Inc | 6,825 | $499.5K | 0.09% | −6−0.1% | Reduced |
| First City Capital Management, Inc. | 6,812 | $498.6K | 0.29% | 00.0% | Unchanged |
| PFG Investments, LLC | 6,811 | $498.5K | 0.03% | −334−4.7% | Reduced |
| Boston Family Office LLC | 6,800 | $498.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,801 | $497.8K | 0.27% | +129+1.9% | Added |
| Bailard, Inc. | 6,799 | $497.6K | 0.01% | −883−11.5% | Reduced |
| Farmers National Bank | 6,790 | $497.0K | 0.13% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,743 | $493.5K | 0.06% | +2,466+57.7% | Added |
| National Asset Management, Inc. | 6,722 | $492.0K | 0.02% | −6,514−49.2% | Reduced |
| Manning & Napier Advisors LLC | 6,691 | $489.7K | 0.01% | 00.0% | Unchanged |
| Athena Investment Management | 6,664 | $487.7K | 0.27% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,660 | $487.4K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 6,655 | $487.1K | 0.18% | −60−0.9% | Reduced |
| Farmers Trust Co | 6,650 | $486.7K | 0.09% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,650 | $486.7K | 0.08% | 00.0% | Unchanged |
| Americana Partners, LLC | 6,637 | $485.8K | 0.02% | +37+0.6% | Added |
| Old National Bancorp | 6,618 | $484.4K | 0.01% | −1,586−19.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,604 | $483.3K | 0.01% | +74+1.1% | Added |
| General Partner, Inc. | 6,583 | $481.8K | 0.28% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,578 | $481.5K | 0.01% | −132−2.0% | Reduced |
| Howland Capital Management LLC | 6,578 | $481.4K | 0.02% | +800+13.8% | Added |
| Transcend Wealth Collective, LLC | 6,570 | $480.9K | 0.04% | −771−10.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,570 | $480.9K | 0.03% | +1,597+32.1% | Added |
| Cardinal Point Capital Management, ULC | 6,560 | $480.1K | 0.04% | +6,560 | New |
| Meridian Wealth Management, LLC | 6,555 | $479.8K | 0.02% | +285+4.5% | Added |
| Malaga Cove Capital, LLC | 6,548 | $479.2K | 0.19% | −400−5.8% | Reduced |
| Washington Trust Co | 6,548 | $479.2K | 0.02% | −53−0.8% | Reduced |
| SCS Capital Management LLC | 6,547 | $479.1K | 0.01% | +403+6.6% | Added |
| First Bank & Trust | 6,539 | $478.6K | 0.09% | +1,411+27.5% | Added |
| EverSource Wealth Advisors, LLC | 6,538 | $478.5K | 0.02% | +1,568+31.5% | Added |
| Wealthcare Advisory Partners LLC | 6,533 | $478.2K | 0.01% | −82−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,530 | $477.9K | 0.00% | +4,314+194.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,525 | $477.6K | 0.09% | +179+2.8% | Added |
| South State Corp. | 6,523 | $477.4K | 0.02% | −49−0.7% | Reduced |