Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2025 vs. Q2 2025

How the institutions holding Carrier Global Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CARR: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,587271,491−69
Shares722.4M7.68M709.5M−5.20M (−0.7%)
Value$52.7B$562.3M$42.3B−$9.82B (−18.8%)

27 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (108)

Institutions that held Carrier Global Corp at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 108 by value.

Institutions new to CARR in Q3 2025
InstitutionSharesValue% of portfolio
Causeway Capital Management LLC1,466,481$87.5M1.16%
Bornite Capital Management LP500,000$29.9M2.77%
Adage Capital Partners GP, L.L.C.372,000$22.2M0.04%
Deprince Race & Zollo Inc346,368$20.7M0.41%
Credit Agricole S A290,921$17.4M0.06%
Voloridge Investment Management, LLC204,537$12.2M0.04%
ING Groep NV191,716$11.4M0.06%
Jain Global LLC126,160$7.53M0.10%
Edentree Asset Management Ltd122,000$7.28M1.75%
CIBC Bancorp USA Inc.109,349$6.53M0.04%
American Trust Investment Advisors, LLC84,805$5.06M2.61%
Quadrature Capital Ltd80,953$4.83M0.06%
Waters Parkerson & Co., LLC70,370$4.20M0.20%
XTX Topco Ltd53,982$3.22M0.17%
Entropy Technologies, LP44,814$2.68M0.20%
Oak Thistle LLC33,260$1.99M0.30%
Terra Alpha Investments LLC33,073$1.97M2.01%
Boston Partners32,388$1.93M0.00%
AXA Investment Managers S.A.29,226$1.74M0.00%
Numerai GP LLC28,256$1.69M0.24%
Allstate Corp26,831$1.60M0.04%
Ally Financial Inc.23,000$1.37M0.17%
CAPROCK Group, Inc.20,904$1.36M0.03%
Balyasny Asset Management LLC22,755$1.36M0.00%
Abc Arbitrage SA22,172$1.32M0.13%
Sageworth Trust Co21,102$1.26M0.06%
Redwood Investment Management, LLC20,078$1.20M0.13%
Cinctive Capital Management LP19,807$1.18M0.06%
Stoneridge Investment Partners LLC18,399$1.10M0.75%
Schnieders Capital Management, LLC.16,767$1.00M0.18%
Tema ETFs LLC15,939$951.6K0.08%
Summit Financial, LLC15,665$935.2K0.01%
Machina Capital S.A.S.15,255$910.7K0.16%
Prescott Group Capital Management, L.L.C.14,867$887.6K0.09%
Amussen Hunsaker Associates LLC13,211$787.4K0.08%
Tortoise Capital Advisors, L.L.C.12,320$735.5K0.01%
BAM Wealth Management, LLC10,680$637.6K0.49%
Sherbrooke Park Advisers LLC10,610$633.4K0.29%
Simplex Trading, LLC9,859$588.0K0.01%
Polymer Capital Management (HK) LTD9,101$543.3K0.08%
Boothbay Fund Management, LLC8,140$486.0K0.01%
Montecito Bank & Trust7,322$437.1K0.07%
Intact Investment Management Inc.7,100$423.9K0.01%
Quantitative Investment Management, LLC6,463$385.0K0.05%
Polymer Capital Management (US) LLC5,823$347.6K0.05%
HORAN Wealth, LLC5,567$332.4K0.05%
Tennessee Valley Asset Management Partners5,514$329.2K0.04%
Headlands Technologies LLC5,401$322.4K0.03%
Empower Advisory Group, LLC4,899$292.5K0.00%
Dark Forest Capital Management LP4,805$286.9K0.01%
Patton Albertson Miller Group, LLC4,620$275.8K0.03%
Lingohr & Partner Asset Management GmbH4,400$262.0K0.46%
Tred Avon Family Wealth, LLC4,337$258.9K0.09%
First Horizon Corp4,312$257.4K0.01%
Trust Point Inc.4,278$255.4K0.02%
Dana Investment Advisors, Inc.4,023$240.2K0.01%
Elwood & Goetz Wealth Advisory Group, LLC4,014$239.6K0.05%
Walleye Capital LLC3,806$227.2K0.00%
Leigh Baldwin & Co., LLC3,682$219.9K0.12%
Weiss Asset Management LP3,624$216.4K0.00%
West Family Investments, Inc.3,608$215.4K0.05%
Financial Consulate, Inc3,035$181.2K0.03%
O'Brien Wealth Partners LLC2,881$172.0K0.02%
Financial Life Planners2,675$159.7K0.11%
Caitong International Asset Management Co., Ltd2,232$133.3K0.09%
Generali Investments, Management Co LLC1,769$105.6K0.02%
Regents Gate Capital LLP1,754$104.7K0.04%
Crewe Advisors LLC1,536$91.7K0.01%
Palisade Asset Management, LLC1,412$84.3K0.01%
Root Financial Partners, LLC1,216$72.6K0.00%
Wall Street Access Asset Management, LLC820$49.0K0.01%
10Elms LLP800$47.8K0.04%
Pathway Financial Advisers, LLC740$44.2K0.01%
Heartwood Wealth Advisors LLC577$34.4K0.00%
Clayton Financial Group LLC432$25.8K0.02%
Guerra Advisors Inc390$23.3K0.01%
JPL Wealth Management, LLC388$23.2K0.01%
Grey Fox Wealth Advisors, LLC385$23.0K0.00%
Caitlin John, LLC383$22.9K0.02%
Kerr Financial Planning Corp419$22.5K0.03%
Abich Financial Wealth Management LLC317$18.9K0.01%
Global Trust Asset Management, LLC230$13.7K0.01%
Imprint Wealth LLC182$10.9K0.03%
Westfuller Advisors, LLC176$10.5K0.00%
Seneschal Advisors, LLC161$9.61K0.01%
Turning Point Benefit Group, Inc.153$9.10K0.01%
Wiser Advisor Group LLC150$8.97K0.01%
Byrne Asset Management LLC130$7.76K0.00%
Ameriflex Group, Inc.122$7.28K0.00%
Kozak & Associates, Inc.132$7.01K0.00%
Transamerica Financial Advisors, Inc.105$6.22K0.00%
Sofos Investments, Inc.101$6.03K0.00%
Alerus Financial NA99$5.91K0.00%
GGM Financials LLC77$4.59K0.00%
Marquette Asset Management, LLC72$4.30K0.00%
Cloud Capital Management, LLC68$4.00K0.00%
J.Safra Asset Management Corp65$3.88K0.00%
Retirement Wealth Solutions LLC65$3.88K0.00%
Spurstone Advisory Services, LLC51$3.04K0.04%
Wealth Watch Advisors, INC17$1.01K0.00%

Sold out (177)

Institutions that held Carrier Global Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 177 by value.

Institutions that sold out of CARR in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
C WorldWide Group Holding A/S3,150,938$230.6M
Arrowstreet Capital, Limited Partnership1,098,347$80.4M
Worldquant Millennium Advisors LLC904,005$66.2M
Trexquant Investment LP296,237$21.7M
Brevan Howard Capital Management LP190,206$13.9M
Sone Capital Management, LLC163,552$12.0M
Zacks Investment Management146,230$10.7M
Punch & Associates Investment Management, Inc.140,567$10.3M
William Blair Investment Management, LLC105,864$7.75M
Seven Grand Managers, LLC100,000$7.32M
Waratah Capital Advisors Ltd.87,186$6.38M
AXA S.A.84,333$6.17M
Concentric Capital Strategies, LP57,962$4.24M
HRT Financial LP56,563$4.14M
Lighthouse Investment Partners, LLC47,529$3.48M
Brookfield Asset Management Inc.47,083$3.45M
Mirae Asset Securities (USA) Inc.42,306$3.10M
Polar Capital Holdings Plc35,000$2.56M
Fox Run Management, L.L.C.28,060$2.05M
SIR Capital Management, L.P.26,443$1.94M
Financial Advocates Investment Management23,551$1.72M
Soundwatch Capital LLC1,467,429$1.48M
SPX Equities Gestao de Recursos Ltda20,000$1.46M
Triasima Portfolio Management inc.19,420$1.42M
Clarus Wealth Advisors18,475$1.38M
Andrew Hill Investment Advisors, Inc.17,958$1.31M
Graham Capital Management, L.P.16,959$1.24M
VCI Wealth Management LLC16,166$1.18M
GLOBALT Investments LLC15,958$1.17M
FORA Capital, LLC15,267$1.12M
1858 Wealth Management, LLC15,253$1.12M
Glaxis Capital Management, LLC15,000$1.10M
Winton Group Ltd14,703$1.08M
TCW Group Inc12,287$899.3K
Dynamic Technology Lab Private Ltd11,713$857.0K
Axq Capital, LP11,654$853.0K
Fieldview Capital Management, LLC11,490$841.0K
Beck Capital Management, LLC11,481$840.3K
111 Capital10,651$779.5K
Silver Oak Securities, Inc10,265$751.3K
Cidel Asset Management Inc10,206$747.0K
Gateway Wealth Partners, LLC8,803$644.3K
Quantessence Capital LLC8,579$627.9K
Alamea Verwaltungs GmbH8,106$593.3K
Proficio Capital Partners LLC7,961$582.6K
Cookson Peirce & Co Inc7,891$577.5K
Hudson Bay Capital Management LP6,439$471.3K
Oxford Asset Management LLP6,268$458.8K
Gsa Capital Partners LLP6,006$440.0K
Laurion Capital Management LP5,736$419.8K
Teza Capital Management LLC5,735$419.7K
EntryPoint Capital, LLC5,660$414.3K
Principal Street Partners, LLC5,634$412.4K
Maven Securities LTD5,450$398.9K
Philadelphia Trust Co5,411$396.0K
Compass Capital Corp5,152$391.7K
Venturi Wealth Management, LLC5,303$388.1K
Pittenger & Anderson Inc5,205$381.0K
SeaCrest Wealth Management, LLC4,731$346.3K
Gitterman Wealth Management, LLC4,703$344.4K
Challenger Wealth Management4,634$339.2K
Berkshire Money Management, Inc.4,629$338.8K
Stevens Capital Management LP4,375$320.0K
Retireful, LLC4,337$317.4K
Boston Private Wealth LLC4,168$305.1K
Modern Wealth Management, LLC4,111$300.9K
Carter Financial Group, INC.4,045$296.0K
Fukoku Mutual Life Insurance Co3,889$284.6K
Menard Financial Group LLC3,799$278.0K
TownSquare Capital, LLC3,782$276.8K
Buckingham Strategic Partners3,776$276.2K
MBB Public Markets I LLC3,770$275.9K
Clarius Group, LLC3,738$273.6K
Heritage Trust Co3,678$269.2K
Moody Lynn & Lieberson, LLC3,661$267.9K
Eqis Capital Management, Inc.3,603$263.7K
Journey Strategic Wealth LLC3,516$257.3K
Aberdeen Wealth Management LLC3,500$256.2K
Sowell Financial Services LLC3,479$254.6K
Aaron Wealth Advisors3,423$250.5K
Ewa, LLC3,388$247.9K
Wynn Capital, LLC3,363$246.1K
ICONIQ Capital, LLC3,354$245.5K
MONECO Advisors, LLC3,351$245.2K
Accurate Wealth Management, LLC3,168$243.2K
Harold Davidson & Associates Inc.3,304$241.8K
Apella Capital, LLC3,208$239.4K
Embree Financial Group3,265$238.9K
FRG Family Wealth Advisors LLC3,259$238.5K
Sage Mountain Advisors LLC3,255$238.2K
Isthmus Partners, LLC3,225$236.0K
Main Street Financial Solutions, LLC3,221$235.8K
Whalerock Point Partners, LLC3,214$235.2K
Plancorp, LLC3,212$235.1K
First Financial Bankshares Inc3,200$234.2K
Barnett & Company, Inc.3,200$234.2K
Two Sigma Advisers, LP3,200$234.2K
Pinnacle Financial Partners Inc3,199$234.1K
Everpar Advisors LLC3,198$234.1K
Prostatis Group LLC3,179$232.7K

Not filed for Q3 2025 yet (27)

Institutions that held Carrier Global Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CARR in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank7,172,279$524.9M
Churchill Management Corp129,637$9.49M
CIBC World Markets Corp99,506$7.28M
Avantax Advisory Services, Inc.85,332$6.25M
EP Wealth Advisors, LLC42,318$3.10M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH34,427$2.52M
Schnieders Capital Management LLC16,967$1.24M
Enterprise Bank & Trust Co16,613$1.22M
Congress Wealth Management LLC15,078$1.10M
Graypoint LLC10,242$749.6K
Forte Capital LLC10,107$739.8K
First Horizon Advisors, Inc.9,363$685.3K
Atria Wealth Solutions, Inc.8,594$632.9K
TFG Advisers LLC7,862$575.4K
Horan Securities, Inc.5,540$405.5K
Northeast Financial Consultants Inc4,270$312.5K
Breed's Hill Capital LLC3,438$251.6K
Hamilton Capital, LLC2,939$215.1K
Bingham Private Wealth, LLC2,808$205.5K
Atlas Capital Advisors LLC2,728$199.7K
Union Savings Bank1,124$77.1K
Centricity Wealth Management, LLC550$40.3K
Vega Investment Solutions320$23.4K
PrairieView Partners, LLC227$16.0K
Financial Gravity Companies, Inc.101$7.39K
Iron Horse Wealth Management, LLC60$4.39K
Parkworth Wealth Management, Inc.18$1.32K